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Portfolio (Quarterly) Guide ↗

One Capital Management, LLC

· CIK 0001606588
13F Portfolio $3.3B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 521 New
Page 25 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IBB iShares Biotechnology ETF 1,401.0 $237K 0.01% NEW $168.83 +0.1%
482 FTS Fortis Inc Utilities 4,538.0 $236K 0.01% NEW $52.05 +8.0%
483 USXF iShares ESG Advanced MSCI USA ETF 4,062.0 $234K 0.01% NEW $57.58 +14.8%
484 MGV Vanguard Mega Cap Value ETF 1,641.0 $232K 0.01% NEW $141.21 +10.3%
485 MLM Martin Marietta Materials Inc Basic Materials 369.0 $230K 0.01% NEW $622.66 -13.6%
486 LIT Global X Lithium And (battery Tech Etf) 3,523.0 $229K 0.01% NEW $64.86 +30.1%
487 VAW Vanguard Materials ETF 1,100.0 $228K 0.01% NEW $207.55 +9.2%
488 DE Deere & Co Industrials 490.0 $228K 0.01% NEW $465.57 +14.1%
489 GE General Electric Co Industrials 739.0 $228K 0.01% NEW $308.04 -2.0%
490 ZTS Zoetis Inc Class A Healthcare 1,783.0 $224K 0.01% NEW $125.88 -36.7%
491 SNPS Synopsys Inc Technology 476.0 $224K 0.01% NEW $470.41 +6.1%
492 MMM 3M Co Industrials 1,382.0 $221K 0.01% NEW $160.15 -5.3%
493 MDY SPDR S&P MIDCAP 400 ETF Trust Financial Services 365.0 $221K 0.01% NEW $604.67 +10.0%
494 Fortinet Inc 2,775.0 $220K 0.01% NEW $79.41
495 LUV Southwest Airlines Co Industrials 5,268.0 $218K 0.01% NEW $41.33 -1.3%
496 VLTO Veralto Corp Industrials 2,173.0 $217K 0.01% NEW $99.78 -13.6%
497 DGRO iShares Core Dividend Growth ETF 3,062.0 $213K 0.01% NEW $69.42 +6.8%
498 IWC iShares Micro-Cap ETF 1,329.0 $210K 0.01% NEW $157.77 +17.5%
499 COIN Coinbase Global Inc Ordinary Shares - Class A Financial Services 927.0 $210K 0.01% NEW $226.14 -14.4%
500 ACWI iShares MSCI ACWI ETF 1,479.0 $209K 0.01% NEW $141.49 +10.0%
Page 25 of 27  ·  521 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 16.9%
Communication Services 10.9%
Healthcare 9.3%
Consumer Cyclical 8.8%
Industrials 5.4%
Energy 4.7%
Consumer Defensive 4.4%
Basic Materials 3.0%
Real Estate 2.3%