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Portfolio (Quarterly) Guide ↗

OneDigital Investment Advisors LLC

· CIK 0001690370
13F Portfolio $10.3B AUM 1,474 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New 507 Added 700 Reduced 157 Exited
Page 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 AMKR AMKOR TECHNOLOGY INC Technology 6,059 $239K 0.00% SOLD
82 PKG PACKAGING CORP AMER Consumer Cyclical 1,156 $238K 0.00% SOLD
83 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 2,825 $238K 0.00% SOLD
84 AVY AVERY DENNISON CORP Industrials 1,307 $238K 0.00% SOLD
85 APTIV PLC 3,118 $237K 0.00% SOLD
86 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 4,537 $237K 0.00% SOLD
87 BKLN INVESCO EXCH TRADED FD TR II 11,215 $236K 0.00% SOLD
88 EXPD EXPEDITORS INTL WASH INC Industrials 1,570 $234K 0.00% SOLD
89 TYL TYLER TECHNOLOGIES INC Technology 515 $234K 0.00% SOLD
90 FEGE RBB FUND TRUST 5,063 $233K 0.00% SOLD
91 TDY TELEDYNE TECHNOLOGIES INC Technology 451 $230K 0.00% SOLD
92 EVR EVERCORE INC Financial Services 675 $230K 0.00% SOLD
93 RL RALPH LAUREN CORP Consumer Cyclical 648 $229K 0.00% SOLD
94 HALO HALOZYME THERAPEUTICS INC Healthcare 3,404 $229K 0.00% SOLD
95 XBIL RBB FD INC 4,541 $227K 0.00% SOLD
96 HLNE HAMILTON LANE INC Financial Services 1,687 $227K 0.00% SOLD
97 FUTU FUTU HLDGS LTD Financial Services 1,376 $226K 0.00% SOLD
98 GL GLOBE LIFE INC Financial Services 1,614 $226K 0.00% SOLD
99 WFRD WEATHERFORD INTL PLC Energy 2,880 $225K 0.00% SOLD
100 HYLB DBX ETF TR 6,115 $225K 0.00% SOLD
Page 5 of 8  ·  157 positions
Sector Allocation
Technology 27.8%
Financial Services 19.3%
Healthcare 10.2%
Industrials 9.9%
Consumer Cyclical 9.3%
Communication Services 7.0%
Consumer Defensive 6.1%
Energy 5.1%
Utilities 2.5%
Real Estate 1.5%