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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SMB VanEck Short Muni ETF 18,463.0 $319K 0.01% -807.0 -4.2% $17.30 -0.3%
122 BIP Brookfield Infrastructure Partners LP Utilities 8,701.0 $314K 0.01% -150.0 -1.7% $36.12 +10.0%
123 PWRD TCW Transform Systems ETF 3,134.0 $306K 0.01% -3K -46.9% $97.77 +13.2%
124 GWX SPDR S&P International Small Cap ETF 7,151.0 $302K 0.01% -1K -14.9% $42.23 +8.6%
125 AB Alliance Bernstein Holdings LP Financial Services 7,829.0 $293K 0.01% -200.0 -2.5% $37.44 +1.9%
126 TGT Target Corp Consumer Defensive 2,326.0 $282K 0.01% -99.0 -4.1% $121.23 +0.9%
127 EXR Extra Space Storage Inc Real Estate 1,947.0 $255K 0.01% -59.0 -2.9% $131.17 +9.7%
128 PHG Koninklijke Philips NV ADR Healthcare 9,167.0 $251K 0.01% -3K -26.6% $27.40 -2.4%
129 JMUB JPMorgan Municipal ETF 5,020.0 $251K 0.01% -621.0 -11.0% $49.99 -0.1%
130 LYV Live Nation Entertainment Inc Communication Services 1,599.0 $244K 0.01% -98.0 -5.8% $152.51 +8.8%
131 UDR Udr Inc Real Estate 6,840.0 $231K 0.01% -1K -13.6% $33.78 +12.0%
132 ITB iShares US Home Construction ETF 2,537.0 $230K 0.01% -73.0 -2.8% $90.55 +0.3%
133 IBB iShares Biotechnology ETF 1,356.0 $229K 0.01% -45.0 -3.2% $168.90 +0.1%
134 TRV The Travelers Companies Inc Financial Services 728.0 $212K 0.01% -174.0 -19.3% $291.76 +5.2%
135 MDY SPDR S&P MIDCAP 400 ETF Trust Financial Services 342.0 $211K 0.01% -23.0 -6.3% $618.27 +7.6%
136 IWC iShares Micro-Cap ETF 1,299.0 $207K 0.01% -30.0 -2.3% $159.64 +16.1%
137 CRBN iShares MSCI ACWI Low Carbon 909.0 $203K 0.01% -465.0 -33.8% $222.81 +12.8%
138 INTU Intuit Inc Technology 465.0 $201K 0.01% -195.0 -29.6% $432.38 -29.0%
139 ZTS Zoetis Inc Class A Healthcare 1,698.0 $201K 0.01% -85.0 -4.8% $118.27 -32.6%
140 TLT iShares 20 Year Treasury Bond ETF 2,310.0 $200K 0.01% -6K -73.8% $86.72 -2.9%
Page 7 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%