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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 5 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ENB Enbridge Inc Energy 197,788.0 $9.5M 0.29% NEW $47.85 +20.8%
82 SAP SAP SE ADR Technology 37,422.0 $9.1M 0.28% NEW $242.91 -25.9%
83 GBIL Goldman Sachs Access Treasury 0-1 Year ETF 90,532.0 $9.0M 0.27% NEW $99.94 +0.2%
84 ONON On Holding AG Consumer Cyclical 191,199.0 $8.9M 0.27% NEW $46.48 -15.7%
85 IEMG iShares Core MSCI Emerging Markets ETF 129,512.0 $8.7M 0.26% NEW $67.22 +19.9%
86 COST Costco Wholesale Corp Consumer Defensive 10,059.0 $8.7M 0.26% NEW $862.41 +21.8%
87 DD DuPont de Nemours Inc Basic Materials 210,121.0 $8.4M 0.26% NEW $40.20 +17.3%
88 Unilever PLC ADR 126,767.0 $8.3M 0.25% NEW $65.40
89 F Ford Motor Co. Consumer Cyclical 619,733.0 $8.1M 0.25% NEW $13.12 +4.2%
90 HYLS First Trust Tactical High Yield ETF 192,901.0 $8.1M 0.24% NEW $41.86 -2.8%
91 IWN iShares Russell 2000 Value ETF 41,293.0 $7.5M 0.23% NEW $181.21 +15.8%
92 IWX iShares Russell Top 200 Valu 79,573.0 $7.3M 0.22% NEW $91.86 +11.5%
93 VOO Vanguard S&P 500 ETF 11,588.0 $7.3M 0.22% NEW $627.17 +8.9%
94 VONV Vanguard Russell 1000 Value ETF 77,179.0 $7.1M 0.21% NEW $92.30 +11.5%
95 NULG Nuveen ESG Large-Cap Growth ETF 68,761.0 $6.7M 0.20% NEW $97.80 +12.6%
96 XNAV FundX ETF 80,966.0 $6.5M 0.20% NEW $80.86 +18.3%
97 JPMorgan Ultra-Short Income ETF 124,162.0 $6.3M 0.19% NEW $50.59
98 ESGU iShares ESG Aware MSCI USA ETF 40,866.0 $6.1M 0.18% NEW $148.98 +8.7%
99 VO Vanguard Mid-Cap ETF 20,680.0 $6.0M 0.18% NEW $290.23 -73.3%
100 ESGD iShares ESG Aware MSCI EAFE ETF 62,881.0 $6.0M 0.18% NEW $95.09 +8.2%
Page 5 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%