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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 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VT Vanguard Total World Stock ETF 7,764.0 $1.1M 0.03% -41.0 -0.5% $138.32 +12.2%
62 MEAR BlackRock Short Maturity Municipal Bond ETF 20,857.0 $1.0M 0.03% -1K -5.0% $50.34 -0.3%
63 AOM iShares Core 40/60 Moderate Allocation ETF 21,860.0 $1.0M 0.03% -5K -19.0% $47.37 +4.1%
64 RY Royal Bank of Canada Financial Services 6,385.0 $1.0M 0.03% -241.0 -3.6% $161.30 +16.1%
65 DSI iShares MSCI KLD 400 Social ETF 8,320.0 $1.0M 0.03% -717.0 -7.9% $121.19 +16.2%
66 Pebblebrook 6.375 PFD PFD Ser E 52,161.0 $1.0M 0.03% -2K -2.8% $19.21
67 VICI Vici Properties Inc Real Estate 36,555.0 $999K 0.03% -4K -8.8% $27.32 +4.0%
68 ITOT iShares Core S&P Total US Stock Mkt ETF 6,994.0 $996K 0.03% -45.0 -0.6% $142.43 +13.8%
69 CB Chubb Ltd Financial Services 3,042.0 $992K 0.03% -30.0 -1.0% $326.01 +1.3%
70 HCA HCA Healthcare Inc Healthcare 2,068.0 $979K 0.03% -154.0 -6.9% $473.41 -17.1%
71 EFIV SPDR S&P 500 ESG ETF 15,118.0 $954K 0.03% -269.0 -1.8% $63.08 +13.8%
72 SCHM Schwab US Mid-Cap ETF 30,049.0 $930K 0.03% -395.0 -1.3% $30.96 +11.6%
73 MUNI PIMCO Intermediate Muni Bd Actv ETF 17,696.0 $924K 0.03% -956.0 -5.1% $52.19 -0.3%
74 CTAS Cintas Corp Industrials 5,317.0 $899K 0.03% -843.0 -13.7% $169.15 +1.9%
75 RWO SPDR Dow Jones Global Real Estate ETF 18,330.0 $839K 0.02% -30K -62.1% $45.77 +8.2%
76 SLYV SPDR S&P 600 Small Cap Value ETF 8,545.0 $808K 0.02% -230.0 -2.6% $94.58 +8.3%
77 UBER Uber Technologies Inc Technology 10,325.0 $743K 0.02% -1K -11.2% $71.93 +3.7%
78 SDY SPDR S&P Dividend ETF 5,086.0 $742K 0.02% -44.0 -0.9% $145.96 +1.9%
79 PBE Invesco Biotechnology & Genome ETF 9,314.0 $737K 0.02% -373.0 -3.9% $79.18 +3.8%
80 VOOG Vanguard S&P 500 Growth ETF 1,799.0 $733K 0.02% -1K -41.7% $407.69 -79.9%
Page 4 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%