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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 15 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NEE NextEra Energy Inc Utilities 12,928.0 $1.2M 0.03% -1K -7.5% $92.88 -3.4%
282 MS Morgan Stanley Financial Services 7,139.0 $1.2M 0.03% +287.0 +4.2% $164.57 +21.8%
283 JPRE JPMorgan Realty Income ETF 24,426.0 $1.2M 0.03% +1K +4.4% $48.07 +8.9%
284 OKE ONEOK Inc Energy 12,961.0 $1.2M 0.03% $90.39 +2.5%
285 MPC Marathon Petroleum Corp Energy 4,789.0 $1.2M 0.03% $244.18 +1.7%
286 IHE iShares US Pharmaceuticals ETF 13,205.0 $1.1M 0.03% -2K -13.4% $86.68 +4.3%
287 CIBR First Trust NASDAQ Cybersecurity ETF 18,129.0 $1.1M 0.03% +315.0 +1.8% $62.68 +31.1%
288 TMO Thermo Fisher Scientific Inc Healthcare 2,250.0 $1.1M 0.03% +353.0 +18.6% $491.58 -8.1%
289 MCK McKesson Corp Healthcare 1,277.0 $1.1M 0.03% +51.0 +4.2% $865.36 -11.4%
290 ARKW ARK Next Generation Internet ETF 9,063.0 $1.1M 0.03% -2K -16.4% $120.61 +20.5%
291 LXP Industrial 6.5 PFD Conv Ser C 23,492.0 $1.1M 0.03% +600.0 +2.6% $46.00
292 VT Vanguard Total World Stock ETF 7,764.0 $1.1M 0.03% -41.0 -0.5% $138.32 +12.2%
293 SPEM SPDR Portfolio Emerging Markets ETF 22,605.0 $1.1M 0.03% +5K +30.9% $46.91 +8.9%
294 MEAR BlackRock Short Maturity Municipal Bond ETF 20,857.0 $1.0M 0.03% -1K -5.0% $50.34 -0.3%
295 AOM iShares Core 40/60 Moderate Allocation ETF 21,860.0 $1.0M 0.03% -5K -19.0% $47.37 +4.1%
296 VDE Vanguard Energy ETF 5,957.0 $1.0M 0.03% NEW $173.06 -3.3%
297 RY Royal Bank of Canada Financial Services 6,385.0 $1.0M 0.03% -241.0 -3.6% $161.30 +16.1%
298 WMB Williams Companies Inc Energy 14,037.0 $1.0M 0.03% +571.0 +4.2% $72.78 +7.0%
299 XSD SPDR S&P Semicond ETF 3,126.0 $1.0M 0.03% NEW $326.12 +76.8%
300 DSI iShares MSCI KLD 400 Social ETF 8,320.0 $1.0M 0.03% -717.0 -7.9% $121.19 +16.2%
Page 15 of 27  ·  524 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%