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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 15 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VICI Vici Properties Inc Real Estate 40,065.0 $1.1M 0.03% NEW $28.12 +1.0%
282 NUSC Nuveen ESG Small-Cap ETF 25,187.0 $1.1M 0.03% NEW $44.65 +9.4%
283 NEE NextEra Energy Inc Utilities 13,973.0 $1.1M 0.03% NEW $80.28 +11.7%
284 MEAR BlackRock Short Maturity Municipal Bond ETF 21,965.0 $1.1M 0.03% NEW $50.32 -0.3%
285 SUSC iShares ESG USD Corporate Bond ETF 47,211.0 $1.1M 0.03% NEW $23.38 -1.7%
286 PAR PAR Technology Corporation Technology 30,369.0 $1.1M 0.03% NEW $36.28 -60.9%
287 VT Vanguard Total World Stock ETF 7,805.0 $1.1M 0.03% NEW $141.07 +10.0%
288 TMO Thermo Fisher Scientific Inc Healthcare 1,897.0 $1.1M 0.03% NEW $579.46 -22.0%
289 JPRE JPMorgan Realty Income ETF 23,395.0 $1.1M 0.03% NEW $46.71 +12.1%
290 WEEK Roundhill Weekly T-Bill ETF 10,793.0 $1.1M 0.03% NEW $100.07 -0.0%
291 LXP Industrial 6.5 PFD Conv Ser C 22,892.0 $1.1M 0.03% NEW $47.10
292 IWB iShares Russell 1000 ETF 2,820.0 $1.1M 0.03% NEW $373.51 +8.4%
293 PRVA Privia Health Group, Inc. Healthcare 44,291.0 $1.1M 0.03% NEW $23.71 -2.2%
294 CNQ Canadian Natural Resources Ltd Energy 30,956.0 $1.0M 0.03% NEW $33.91 +43.6%
295 ITOT iShares Core S&P Total US Stock Mkt ETF 7,039.0 $1.0M 0.03% NEW $148.69 +9.1%
296 HCA HCA Healthcare Inc Healthcare 2,222.0 $1.0M 0.03% NEW $467.02 -15.9%
297 Pebblebrook 6.375 PFD PFD Ser E 53,686.0 $1.0M 0.03% NEW $19.08
298 EFIV SPDR S&P 500 ESG ETF 15,387.0 $1.0M 0.03% NEW $66.15 +8.6%
299 MCK McKesson Corp Healthcare 1,226.0 $1.0M 0.03% NEW $820.29 -6.6%
300 DHR Danaher Corp Healthcare 4,321.0 $989K 0.03% NEW $228.92 -24.3%
Page 15 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%