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Portfolio (Quarterly) Guide ↗

One Capital Management, LLC

· CIK 0001606588
13F Portfolio $3.6B AUM 525 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 276 Added 142 Reduced 37 Exited
Page 2 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XNAV FundX Aggressive ETF 79,840.0 $6.5M 0.18% -1K -1.4% $81.67 +17.1%
22 SPYG SPDR Portfolio S&P 500 Growth ETF 61,092.0 $6.0M 0.16% -80K -56.6% $97.91 +20.8%
23 VO Vanguard Mid-Cap ETF 20,286.0 $5.8M 0.16% -394.0 -1.9% $287.18 -73.0%
24 VB Vanguard Small-Cap ETF 21,145.0 $5.5M 0.15% -302.0 -1.4% $261.93 +9.4%
25 DGRE WisdomTree Emerging Markets Quality Dividend Growth ETF 163,381.0 $5.4M 0.15% -1.0M -86.3% $33.12 +17.7%
26 IAU iShares Gold Trust Financial Services 60,863.0 $5.4M 0.15% -3K -5.4% $88.16 -3.1%
27 NOBL ProShares S&P 500 Dividend Aristocrats ETF 48,856.0 $5.2M 0.14% -3K -5.8% $106.01 +1.2%
28 SCHV Schwab US Large-Cap Value ETF 154,711.0 $4.7M 0.13% -2K -1.4% $30.50 +8.2%
29 FMC Technologies, Inc. 62,651.0 $4.3M 0.12% -11K -15.1% $69.13
30 KLAC KLA Corp Technology 2,526.0 $3.7M 0.10% -784.0 -23.7% $1472.41 +25.1%
31 NEAR BlackRock Short Duration Bond ETF 72,043.0 $3.7M 0.10% -2K -2.6% $50.83 -0.3%
32 JNJ Johnson & Johnson Healthcare 14,466.0 $3.5M 0.10% -2K -14.7% $244.45 -5.2%
33 IWP iShares Russell Mid-Cap Growth ETF 26,601.0 $3.4M 0.09% -100K -79.0% $128.12 +7.6%
34 GPRE Green Plains Inc Basic Materials 205,859.0 $3.4M 0.09% -35K -14.6% $16.45 -8.4%
35 PLD Prologis, Inc. Real Estate 24,450.0 $3.2M 0.09% -6K -20.9% $132.18 +9.5%
36 IRM Iron Mountain Inc Real Estate 30,034.0 $3.1M 0.08% -471.0 -1.5% $102.14 +24.7%
37 GDX VanEck Gold Miners ETF 32,520.0 $3.0M 0.08% -4K -10.4% $91.77 -6.2%
38 IJR iShares Core S&P Small-Cap ETF 22,838.0 $2.8M 0.08% -122.0 -0.5% $124.31 +9.6%
39 IJJ iShares S&P Mid-Cap 400 Value ETF 18,082.0 $2.4M 0.07% -1K -6.1% $132.50 +5.6%
40 VNQ Vanguard Real Estate ETF 26,785.0 $2.4M 0.07% -827.0 -3.0% $88.70 +9.0%
Page 2 of 8  ·  142 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 30.3%
Financial Services 16.3%
Communication Services 10.8%
Healthcare 9.2%
Consumer Cyclical 8.1%
Industrials 6.4%
Energy 6.3%
Consumer Defensive 5.0%
Basic Materials 3.4%
Real Estate 2.5%