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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 24 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VRTX Vertex Pharmaceuticals Inc Healthcare 664.0 $297K 0.01% +23.0 +3.6% $446.54 -3.6%
462 AB Alliance Bernstein Holdings LP Financial Services 7,829.0 $293K 0.01% -200.0 -2.5% $37.44 +1.9%
463 TGT Target Corp Consumer Defensive 2,326.0 $282K 0.01% -99.0 -4.1% $121.23 +0.9%
464 DLS WisdomTree International SmallCp Div ETF 3,423.0 $279K 0.01% $81.51 +7.2%
465 SRE Sempra Utilities 2,830.0 $275K 0.01% +45.0 +1.6% $97.17 -5.9%
466 XLE Energy Select Sector SPDR ETF 4,476.0 $274K 0.01% NEW $61.26 -3.5%
467 CACI CACI International Inc. Technology 500.0 $272K 0.01% $543.87 -9.9%
468 SPLV Invesco S&P 500 Low Volatility ETF 3,685.0 $270K 0.01% $73.14 +0.8%
469 VGK Vanguard FTSE Europe ETF 3,220.0 $265K 0.01% NEW $82.43 +7.7%
470 AZN AstraZeneca PLC Healthcare 1,335.0 $263K 0.01% NEW $197.29 -3.8%
471 MGV Vanguard Mega Cap Value ETF 1,796.0 $260K 0.01% +155.0 +9.4% $145.00 +7.4%
472 CLX Clorox Co Consumer Defensive 2,500.0 $259K 0.01% $103.63 -8.2%
473 Emera Inc 4,955.0 $256K 0.01% $51.67
474 EXR Extra Space Storage Inc Real Estate 1,947.0 $255K 0.01% -59.0 -2.9% $131.17 +9.7%
475 FTS Fortis Inc Utilities 4,538.0 $252K 0.01% $55.62 +1.1%
476 PHG Koninklijke Philips NV ADR Healthcare 9,167.0 $251K 0.01% -3K -26.6% $27.40 -2.4%
477 JMUB JPMorgan Municipal ETF 5,020.0 $251K 0.01% -621.0 -11.0% $49.99 -0.1%
478 GE General Electric Co Industrials 874.0 $248K 0.01% +135.0 +18.3% $283.78 +6.3%
479 VAW Vanguard Materials ETF 1,100.0 $248K 0.01% $225.34 +0.6%
480 VBK Vanguard Small-Cap Growth ETF 817.0 $247K 0.01% NEW $302.25 +13.7%
Page 24 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%