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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 26 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TMUS T-Mobile US Inc Communication Services 1,002.0 $203K 0.01% NEW $203.04 -6.3%
502 PWR Quanta Services Inc Industrials 478.0 $202K 0.01% NEW $422.06 +68.2%
503 SPGI S&P Global Inc Financial Services 384.0 $201K 0.01% NEW $523.59 -20.4%
504 HBNC Horizon Bancorp (IN) Financial Services 11,389.0 $193K 0.01% NEW $16.96 +8.6%
505 Lithium Americas Corp. 33,000.0 $144K 0.00% NEW $4.36
506 GLDG GoldMining Inc Basic Materials 114,505.0 $143K 0.00% NEW $1.25 -11.2%
507 TU TELUS Corp Communication Services 10,367.0 $137K 0.00% NEW $13.19 -5.8%
508 Genelux Corp 30,883.0 $135K 0.00% NEW $4.36
509 ABAT American Battery Technol Basic Materials 39,601.0 $132K 0.00% NEW $3.34 -3.9%
510 Amcor PLC Ordinary Shares 13,349.0 $111K 0.00% NEW $8.34
511 USA Liberty All-Star Equity Financial Services 15,505.0 $97K 0.00% NEW $6.28 -8.0%
512 ImmunityBio, Inc. 38,910.0 $77K 0.00% NEW $1.98
513 IGR CBRE Clarion Global Real Estate Income Fund Financial Services 14,642.0 $64K 0.00% NEW $4.38 +6.2%
514 VVR Invesco Senior Income Trust Financial Services 19,105.0 $62K 0.00% NEW $3.27 -8.6%
515 EDF Virtus Stone Harbor Emgering Markets Income Fund Financial Services 12,446.0 $62K 0.00% NEW $4.97 +6.0%
516 Aberdeen Global Premier Property Fund 15,835.0 $61K 0.00% NEW $3.84
517 XAI Octagon Floating Rate & Alternative Income Term Trust 12,498.0 $60K 0.00% NEW $4.80
518 OCCI OFS Credit Company, Inc. Financial Services 10,655.0 $52K 0.00% NEW $4.84 -31.0%
519 HIO Western Asset High Income Opportunity Fund Financial Services 11,690.0 $43K 0.00% NEW $3.71 -2.4%
520 HIX Western Asset High Income Fund II Financial Services 10,338.0 $43K 0.00% NEW $4.16 -4.8%
Page 26 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%