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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 4 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ASML ASML Holding NV ADR Technology 11,987.0 $12.8M 0.39% NEW $1069.92 +48.8%
62 IWS iShares Russell Mid-Cap Value ETF 89,833.0 $12.7M 0.38% NEW $141.05 +11.7%
63 MET MetLife Inc Financial Services 159,714.0 $12.6M 0.38% NEW $78.94 +6.8%
64 BSX Boston Scientific Corp Healthcare 131,381.0 $12.5M 0.38% NEW $95.35 -40.1%
65 NFLX Netflix Inc Communication Services 133,268.0 $12.5M 0.38% NEW $93.76 -4.8%
66 ADBE Adobe Inc Technology 35,131.0 $12.3M 0.37% NEW $349.99 -30.3%
67 D Dominion Energy Inc Utilities 205,439.0 $12.0M 0.36% NEW $58.59 +16.6%
68 IJT iShares S&P Small-Cap 600 Growth ETF 84,228.0 $11.9M 0.36% NEW $141.16 +13.8%
69 IDV iShares International Select Dividend ETF 299,631.0 $11.8M 0.36% NEW $39.45 +15.0%
70 DHI D.R. Horton Inc Consumer Cyclical 82,043.0 $11.8M 0.36% NEW $144.03 +0.1%
71 AVGO Broadcom Inc Technology 33,369.0 $11.5M 0.35% NEW $346.10 +19.8%
72 DFAS Dimensional U.S. Small Cap 159,919.0 $11.1M 0.34% NEW $69.67 +10.3%
73 IJS iShares S&P Small-Cap 600 Value ETF 95,924.0 $10.9M 0.33% NEW $113.72 +12.8%
74 VLUE iShares MSCI USA Value Factor ETF 79,610.0 $10.9M 0.33% NEW $136.73 +35.2%
75 VTI Vanguard Total Stock Market ETF 31,620.0 $10.6M 0.32% NEW $335.28 +8.9%
76 EFA iShares MSCI EAFE ETF 109,772.0 $10.5M 0.32% NEW $96.03 +8.5%
77 VTV Vanguard Value ETF 53,869.0 $10.3M 0.31% NEW $190.99 +9.4%
78 TAXX BondBloxx IRM Tax-Aware Short Duration ETF 201,934.0 $10.2M 0.31% NEW $50.72 -0.2%
79 VEU Vanguard FTSE All-Wld ex-US ETF 135,244.0 $9.9M 0.30% NEW $73.56 +12.3%
80 Q Qnity Electronics Inc Technology 118,083.0 $9.6M 0.29% NEW $81.65 +87.4%
Page 4 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%