Holdings of OneAscent Investment Solutions LLC
110 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 48.8 % of the equity sleeve
Sector breakdown
- Technology 18.3 %
- Financials 9.8 %
- Consumer discretionary 4.5 %
- Communication 4.4 %
- Energy 3.7 %
- Industrials 3.6 %
- Health care 3.4 %
- Utilities 2.4 %
- Consumer staples 2.2 %
- Materials 1.9 %
- Real estate 0.9 %
- Unattributed 44.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 93.9 %
- IN 2.0 %
- TW 2.0 %
- NL 1.2 %
- SG 0.9 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 105 | 75.9M $ | 93.88 % |
| 2 | IN | 2 | 1.6M $ | 2.02 % |
| 3 | TW | 1 | 1.6M $ | 2.02 % |
| 4 | NL | 1 | 998.5K $ | 1.24 % |
| 5 | SG | 1 | 687.7K $ | 0.85 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Scottsdale Funds | 268,378 | 16M $ | |
| 2 | Vanguard Scottsdale Funds | 95,342 | 5.6M $ | |
| 3 | Vanguard Scottsdale Funds | 106,272 | 5M $ | |
| 4 | NVIDIA Corp | 15,939 | 2.8M $ | |
| 5 | Alphabet Inc | 8,000 | 2.3M $ | |
| 6 | Microsoft Corp | 5,898 | 2.2M $ | |
| 7 | Equinor ASA | 39,016 | 1.6M $ | |
| 8 | Taiwan Semiconductor Manufacturing Co Ltd | 4,821 | 1.6M $ | |
| 9 | Amazon.com Inc | 6,254 | 1.3M $ | |
| 10 | Rio Tinto PLC | 11,027 | 1M $ | |
| 11 | ASML Holding NV | 756 | 998.5K $ | |
| 12 | KLA Corp | 666 | 980.6K $ | |
| 13 | Nasdaq Inc | 11,067 | 939.5K $ | |
| 14 | Infosys Ltd | 65,380 | 883.3K $ | |
| 15 | Visa Inc | 2,584 | 781K $ | |
| 16 | Global Payments Inc | 11,604 | 780.9K $ | |
| 17 | Entergy Corp | 6,734 | 756.6K $ | |
| 18 | HDFC Bank Ltd | 30,254 | 752.7K $ | |
| 19 | Broadcom Inc | 2,372 | 734.2K $ | |
| 20 | Targa Resources Corp | 2,821 | 707.3K $ | |
| 21 | Trip.com Group Ltd | 13,812 | 687.7K $ | |
| 22 | Mastercard Inc | 1,371 | 685K $ | |
| 23 | JPMorgan Chase & Co | 2,309 | 679.2K $ | |
| 24 | GE Vernova Inc | 745 | 650.3K $ | |
| 25 | Element Solutions Inc | 17,544 | 599K $ | |
| 26 | Unilever PLC | 10,351 | 589.7K $ | |
| 27 | Palantir Technologies Inc | 3,908 | 571.7K $ | |
| 28 | Old Dominion Freight Line Inc | 2,838 | 554.5K $ | |
| 29 | EastGroup Properties Inc | 2,991 | 553.6K $ | |
| 30 | AT&T Inc | 17,874 | 518.2K $ | |
| 31 | Alphabet Inc | 1,785 | 512K $ | |
| 32 | Booking Holdings Inc | 120 | 505.2K $ | |
| 33 | Lam Research Corp | 2,351 | 502.3K $ | |
| 34 | Ameriprise Financial Inc | 1,112 | 494.2K $ | |
| 35 | Airbnb Inc | 3,894 | 491.7K $ | |
| 36 | Rollins Inc | 9,005 | 481K $ | |
| 37 | Prologis Inc | 3,626 | 479.3K $ | |
| 38 | Merck & Co Inc | 3,938 | 473.7K $ | |
| 39 | AppLovin Corp | 1,185 | 471.6K $ | |
| 40 | Charles Schwab Corp/The | 4,961 | 466.2K $ | |
| 41 | MSCI Inc | 829 | 446.8K $ | |
| 42 | Arista Networks Inc | 3,610 | 443.2K $ | |
| 43 | Ferguson Enterprises Inc | 1,894 | 441.8K $ | |
| 44 | Williams Cos Inc/The | 5,693 | 414.3K $ | |
| 45 | Baker Hughes Co | 6,785 | 414.2K $ | |
| 46 | Amphenol Corp | 3,277 | 414K $ | |
| 47 | Wells Fargo & Co | 5,163 | 411K $ | |
| 48 | Caterpillar Inc | 580 | 410.9K $ | |
| 49 | Bristol-Myers Squibb Co | 6,677 | 405K $ | |
| 50 | Adobe Inc | 1,659 | 403.3K $ | |
| 51 | Houlihan Lokey Inc | 2,806 | 403K $ | |
| 52 | American Express Co | 1,324 | 400.5K $ | |
| 53 | GOLUB CAPITAL BDC INC | 31,432 | 397.9K $ | |
| 54 | Arthur J Gallagher & Co | 1,818 | 393.7K $ | |
| 55 | Monolithic Power Systems Inc | 359 | 392.5K $ | |
| 56 | Procter & Gamble Co/The | 2,712 | 391.7K $ | |
| 57 | SPDR Series Trust | 4,195 | 384.4K $ | |
| 58 | General Motors Co | 5,130 | 382.2K $ | |
| 59 | Valero Energy Corp | 1,542 | 381K $ | |
| 60 | NiSource Inc | 7,917 | 369.4K $ | |
| 61 | Applied Industrial Technologies Inc | 1,367 | 362.7K $ | |
| 62 | TJX Cos Inc/The | 2,223 | 355K $ | |
| 63 | Huntington Bancshares Inc/OH | 22,020 | 344.6K $ | |
| 64 | AbbVie Inc | 1,568 | 341K $ | |
| 65 | DR Horton Inc | 2,458 | 337.3K $ | |
| 66 | Intuit Inc | 780 | 337.3K $ | |
| 67 | Marathon Petroleum Corp | 1,375 | 335.7K $ | |
| 68 | QUALCOMM Inc | 2,591 | 333.7K $ | |
| 69 | Colgate-Palmolive Co | 3,912 | 333.4K $ | |
| 70 | DT Midstream Inc | 2,465 | 332K $ | |
| 71 | Mettler-Toledo International Inc | 257 | 324.1K $ | |
| 72 | Bank of America Corp | 6,637 | 323.6K $ | |
| 73 | Berkshire Hathaway Inc | 665 | 318.7K $ | |
| 74 | Cigna Group/The | 1,183 | 315.6K $ | |
| 75 | Teradyne Inc | 1,062 | 314.8K $ | |
| 76 | Gilead Sciences Inc | 2,236 | 311.6K $ | |
| 77 | Parker-Hannifin Corp | 347 | 310.6K $ | |
| 78 | McKesson Corp | 355 | 307.2K $ | |
| 79 | Exxon Mobil Corp | 1,778 | 301.7K $ | |
| 80 | ConocoPhillips | 2,269 | 299.5K $ | |
| 81 | Motorola Solutions Inc | 686 | 297.7K $ | |
| 82 | Fortinet Inc | 3,609 | 294.9K $ | |
| 83 | WEC Energy Group Inc | 2,536 | 293.6K $ | |
| 84 | Liberty Energy Inc | 10,181 | 293.2K $ | |
| 85 | Sherwin-Williams Co/The | 914 | 293K $ | |
| 86 | EQT Corp | 4,538 | 288.8K $ | |
| 87 | American Tower Corp | 1,662 | 286.8K $ | |
| 88 | Group 1 Automotive Inc | 858 | 283.7K $ | |
| 89 | Vistra Corp | 1,859 | 279.5K $ | |
| 90 | S&P Global Inc | 637 | 270.9K $ | |
| 91 | Uber Technologies Inc | 3,605 | 259.3K $ | |
| 92 | Cisco Systems, Inc. | 3,303 | 256.3K $ | |
| 93 | IDEX Corp | 1,348 | 255.5K $ | |
| 94 | Automatic Data Processing Inc | 1,239 | 251.7K $ | |
| 95 | Costco Wholesale Corp | 246 | 245.1K $ | |
| 96 | TALEN ENERGY CORP | 766 | 244.5K $ | |
| 97 | Palo Alto Networks Inc | 1,525 | 244.5K $ | |
| 98 | Lithia Motors Inc | 977 | 244K $ | |
| 99 | Ford Motor Co | 21,134 | 243.9K $ | |
| 100 | EOG Resources Inc | 1,675 | 242.2K $ | |