Holdings of One Capital Management, LLC
448 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 34.8 % of the equity sleeve
Sector breakdown
- Technology 9.4 %
- Funds 8.0 %
- Communication 3.5 %
- Financials 2.6 %
- Health care 2.3 %
- Consumer discretionary 1.8 %
- Consumer staples 1.6 %
- Industrials 1.4 %
- Energy 1.0 %
- Real estate 0.7 %
- Utilities 0.5 %
- Materials 0.2 %
- Unattributed 67.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 98.7 %
- NL 0.5 %
- TW 0.5 %
- DE 0.2 %
- KY 0.1 %
- IL 0.0 %
- DK 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 441 | 3.1B $ | 98.68 % |
| 2 | NL | 2 | 15.4M $ | 0.49 % |
| 3 | TW | 1 | 15.1M $ | 0.48 % |
| 4 | DE | 1 | 7.2M $ | 0.23 % |
| 5 | KY | 1 | 3M $ | 0.10 % |
| 6 | IL | 1 | 396.7K $ | 0.01 % |
| 7 | DK | 1 | 341.7K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 401 | CACI International Inc | 500 | 271.9K $ | |
| 402 | Invesco S&P 500 Low Volatility | 3,685 | 269.5K $ | |
| 403 | Vanguard FTSE Europe ETF | 3,220 | 265.4K $ | |
| 404 | Vanguard World Fund | 1,796 | 260.4K $ | |
| 405 | Clorox Co/The | 2,500 | 259.1K $ | |
| 406 | Extra Space Storage Inc | 1,947 | 255.4K $ | |
| 407 | Koninklijke Philips NV | 9,167 | 251.2K $ | |
| 408 | General Electric Co | 874 | 248K $ | |
| 409 | VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF | 1,100 | 247.9K $ | |
| 410 | Vanguard Index Funds | 817 | 246.9K $ | |
| 411 | Vanguard International Dividend Appreciation ETF | 2,772 | 245.2K $ | |
| 412 | Live Nation Entertainment Inc | 1,599 | 243.9K $ | |
| 413 | Xcel Energy Inc | 3,018 | 239.7K $ | |
| 414 | Sysco Corp | 3,323 | 237.1K $ | |
| 415 | Fresenius Medical Care AG | 10,482 | 236.5K $ | |
| 416 | Teradyne Inc | 797 | 236.3K $ | |
| 417 | State Street Blackstone Senior Loan ETF | 5,776 | 231.9K $ | |
| 418 | Valero Energy Corp | 935 | 231.3K $ | |
| 419 | UDR Inc | 6,840 | 231.1K $ | |
| 420 | ISHARES TRUST | 2,537 | 229.7K $ | |
| 421 | iShares Biotechnology ETF | 1,356 | 229K $ | |
| 422 | Fortinet Inc | 2,777 | 227K $ | |
| 423 | Consolidated Edison Inc | 1,994 | 225.7K $ | |
| 424 | L3Harris Technologies Inc | 648 | 223.8K $ | |
| 425 | 3M Co | 1,519 | 220.7K $ | |
| 426 | Martin Marietta Materials Inc | 374 | 220.2K $ | |
| 427 | Southwest Gas Holdings Inc | 2,500 | 217.3K $ | |
| 428 | Blackrock Inc | 224 | 216K $ | |
| 429 | iShares Core Dividend Growth ETF | 3,062 | 214.9K $ | |
| 430 | Travelers Cos Inc/The | 728 | 212.4K $ | |
| 431 | State Street SPDR S&P MidCap 400 ETF Trust | 342 | 211.5K $ | |
| 432 | Schwab U.S. Small-Cap ETF | 7,218 | 209.9K $ | |
| 433 | Westamerica BanCorp | 4,000 | 208.6K $ | |
| 434 | Equinix Inc | 212 | 208.2K $ | |
| 435 | iShares Trust | 1,299 | 207.4K $ | |
| 436 | S&P Global Inc | 482 | 205.3K $ | |
| 437 | Intuit Inc | 465 | 201.1K $ | |
| 438 | Zoetis Inc | 1,698 | 200.8K $ | |
| 439 | iShares Trust | 2,310 | 200.3K $ | |
| 440 | Horizon Bancorp Inc/IN | 11,389 | 188.7K $ | |
| 441 | Liberty All Star | 14,915 | 82.8K $ | |
| 442 | Genelux Corp | 30,883 | 74.7K $ | |
| 443 | CBRE Global Real Estate Income | 14,642 | 64.3K $ | |
| 444 | Invesco Senior Income Trust | 19,105 | 61.5K $ | |
| 445 | Western Asset High Income Opportunity Fund Inc. | 12,895 | 46.8K $ | |
| 446 | Credit Suisse Asset Management Income Fund, Inc. | 15,915 | 40.7K $ | |
| 447 | Western Asset High Income Fund II Inc. | 10,118 | 40.3K $ | |
| 448 | OFS CREDIT COMPANY INC | 10,935 | 31.6K $ | |