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Ascent Group, LLC

Q4 2025 · Filed 2026-01-20
Market Value
$2.9B
+3.5%
Holdings
779
-4
New Purchases
53
Added To
364
Closed
45
Reduced
300
Top 10 Concentration
25.3%
Turnover
12.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVE 3.11% 2.27% +0.83% $90M
SPMO 1.03% 0.65% +0.39% $30M
EMGF 2.09% 1.71% +0.38% $61M
GOOGL 1.66% 1.30% +0.37% $48M
SCHZ 0.50% 0.28% +0.22% $15M
WSO 0.24% 0.02% +0.21% $7M
GOOG 1.04% 0.83% +0.21% $30M
EZU 0.20% 0.00% +0.20% $6M
LLY 0.68% 0.48% +0.20% $20M
FIBR 0.17% 0.00% +0.17% $5M
AAPL 2.73% 2.61% +0.12% $80M
HWKN 0.12% 0.00% +0.12% $3M
EWJ 0.09% 0.00% +0.09% $3M
IVV 0.84% 0.76% +0.09% $25M
GLD 1.16% 1.08% +0.08% $34M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUAL 0.78% 1.60% -0.81% $23M
SPLG 3.37% 3.80% -0.43% $98M
SPTL 0.65% 1.05% -0.40% $19M
MSFT 2.37% 2.59% -0.22% $69M
VTIP 0.02% 0.21% -0.20% $452K
META 1.26% 1.40% -0.14% $37M
FI 0.02% 0.14% -0.12% $604K
EFV 1.07% 1.19% -0.11% $31M
ORCL 0.25% 0.36% -0.11% $7M
HD 0.32% 0.43% -0.11% $9M
TMUS 0.20% 0.30% -0.10% $6M
KMX 0.00% 0.09% -0.09% $0
NVDA 2.44% 2.52% -0.09% $71M
NFLX 0.23% 0.32% -0.08% $7M
MO 0.18% 0.26% -0.08% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $886M 30.4%
Large Cap 528 $1.7B 58.8%
Mid Cap 118 $223M 7.7%
Small Cap 49 $84M 2.9%
Micro Cap 7 $9M 0.3%

Portfolio Analytics

Avg Market Cap
$119.7B
Median Market Cap
$36.0B
Avg P/E
30.7
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
528
# ETFs / Funds
251

Top Holdings (779 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 3.37% 1,225,539 $98M $80.22 -$9M -141,227 -10.3%
2 IVE 3.11% 426,679 $90M $212.07 $26M +116,756 +37.7%
3 IVW 2.97% 702,139 $87M $123.26 $3M +8,675 +1.2%
4 AAPL 2.73% 292,896 $80M $271.86 $6M +4,419 +1.5%
5 DYNF 2.70% 1,293,230 $79M $60.81 $4M +25,344 +2.0%
6 NVDA 2.44% 380,735 $71M $186.50 -$75K -235 -0.1%
7 MSFT 2.37% 142,616 $69M $483.62 -$4M +2,005 +1.4%
8 EMGF 2.09% 1,051,430 $61M $57.85 $13M +202,004 +23.8%
9 MGC 1.83% 212,869 $53M $251.17 $3M +5,419 +2.6%
10 GOOGL 1.66% 154,815 $48M $313.00 $12M +4,753 +3.2%
11 MUB 1.48% 403,461 $43M $107.11 $3M +29,458 +7.9%
12 AGG 1.46% 425,352 $42M $99.88 $1M +12,444 +3.0%
13 AMZN 1.37% 172,532 $40M $230.82 $4M +7,691 +4.7%
14 META 1.26% 55,569 $37M $660.10 -$3M +1,947 +3.6%
15 GLD 1.16% 85,169 $34M $396.31 $3M -60 -0.1%
16 IWF 1.11% 68,251 $32M $473.30 -$918K -2,673 -3.8%
17 EFV 1.07% 437,017 $31M $71.41 -$2M -55,017 -11.2%
18 BAI 1.06% 925,958 $31M $33.30 $1M +64,716 +7.5%
19 GOOG 1.04% 96,250 $30M $313.80 $7M +882 +0.9%
20 SPMO 1.03% 252,643 $30M $119.32 $12M +102,587 +68.4%
21 THRO 0.98% 743,855 $29M $38.56 $1M +16,262 +2.2%
22 AVGO 0.98% 82,566 $29M $346.10 $2M +2,600 +3.2%
23 JPM 0.92% 82,861 $27M $322.22 $1M +1,612 +2.0%
24 IAU 0.90% 324,901 $26M $81.17 $2M -14,017 -4.1%
25 MBB 0.84% 258,035 $25M $95.22 $1M +10,978 +4.4%
26 IVV 0.84% 35,805 $25M $684.94 $3M +4,032 +12.7%
27 QUAL 0.78% 115,100 $23M $198.62 -$22M -116,153 -50.2%
28 WMT 0.71% 185,382 $21M $111.41 $2M +5,076 +2.8%
29 LLY 0.68% 18,401 $20M $1,074.72 $6M +580 +3.2%
30 BRK-B 0.68% 39,259 $20M $502.66 $739K +1,476 +3.9%
31 BNDX 0.67% 406,105 $20M $48.32 -$461K +31 +0.0%
32 ANET 0.67% 149,057 $20M $131.03 -$571K +11,100 +8.1%
33 SPTL 0.65% 718,728 $19M $26.47 -$10M -376,626 -34.4%
34 SPYV 0.65% 333,689 $19M $56.81 -$128K -11,243 -3.3%
35 SUB 0.65% 176,345 $19M $106.70 $2M +16,719 +10.5%
36 BINC 0.64% 352,405 $19M $52.77 $832K +18,745 +5.6%
37 V 0.59% 49,210 $17M $350.71 -$2M -5,778 -10.5%
38 MA 0.56% 28,708 $16M $570.89 $354K +518 +1.8%
39 VOO 0.56% 25,878 $16M $627.15 $1M +1,086 +4.4%
40 IWD 0.55% 75,553 $16M $210.34 -$473K -4,827 -6.0%
41 SPYG 0.52% 142,671 $15M $106.70 -$189K -4,801 -3.3%
42 SHY 0.52% 183,076 $15M $82.82 -$188K -1,962 -1.1%
43 SHLD 0.52% 233,933 $15M $64.79 -$581K +9,883 +4.4%
44 SCHZ 0.50% 628,347 $15M $23.37 $7M +292,644 +87.2%
45 JNJ 0.48% 68,009 $14M $206.95 $2M +4,560 +7.2%
46 COST 0.44% 14,709 $13M $862.35 -$2M -650 -4.2%
47 TSLA 0.43% 27,806 $13M $449.72 $102K -83 -0.3%
48 SCHW 0.43% 125,027 $12M $99.91 $1M +7,014 +5.9%
49 IWR 0.42% 127,527 $12M $96.27 $965K +10,367 +8.8%
50 PM 0.42% 76,169 $12M $160.40 $61K +1,222 +1.6%
51 PG 0.40% 81,977 $12M $143.31 -$1M -2,772 -3.3%
52 BBUS 0.39% 92,837 $11M $123.31 $946K +5,798 +6.7%
53 EMB 0.38% 114,391 $11M $96.28 $850K +7,623 +7.1%
54 EFAV 0.38% 127,374 $11M $86.25 -$140K -3,780 -2.9%
55 IEI 0.37% 90,986 $11M $119.35 -$35K -175 -0.2%
56 IEFA 0.37% 118,930 $11M $89.46 $691K +4,986 +4.4%
57 MEDP 0.35% 18,387 $10M $561.65 $1M +1,056 +6.1%
58 CSCO 0.35% 133,540 $10M $77.03 $1M +1,324 +1.0%
59 TFLO 0.35% 203,351 $10M $50.46 $109K +2,668 +1.3%
60 EFA 0.35% 106,575 $10M $96.03 $41K -2,602 -2.4%
61 SSO 0.35% 175,256 $10M $57.92 $656K +90,580 +107.0%
62 USMV 0.34% 105,520 $10M $94.16 -$702K -6,292 -5.6%
63 IXUS 0.33% 111,905 $9M $84.64 $514K +3,428 +3.2%
64 HD 0.32% 27,411 $9M $344.09 -$3M -2,781 -9.2%
65 KNSL 0.32% 24,027 $9M $391.12 $3M +7,879 +48.8%
66 PGR 0.32% 41,117 $9M $227.72 -$319K +1,908 +4.9%
67 TJX 0.32% 60,520 $9M $153.61 $660K +768 +1.3%
68 VEA 0.31% 145,511 $9M $62.47 -$582K -15,904 -9.8%
69 IEMG 0.31% 134,924 $9M $67.22 -$747K -13,999 -9.4%
70 CVX 0.31% 58,451 $9M $152.41 -$189K -131 -0.2%
71 HEI-A 0.29% 34,016 $9M $252.43 $430K +1,914 +6.0%
72 XOM 0.29% 70,907 $9M $120.34 -$317K -7,588 -9.7%
73 OEF 0.29% 24,321 $8M $342.96 $156K -270 -1.1%
74 IBP 0.28% 31,898 $8M $259.39 $877K +1,911 +6.4%
75 STIP 0.28% 79,625 $8M $102.39 -$720K -6,217 -7.2%
76 ISRG 0.28% 14,247 $8M $566.36 $2M +707 +5.2%
77 SHYG 0.27% 186,242 $8M $42.87 $590K +15,477 +9.1%
78 IWM 0.27% 32,180 $8M $246.16 -$239K -1,547 -4.6%
79 GILD 0.26% 62,887 $8M $122.74 $920K +1,637 +2.7%
80 C 0.26% 65,860 $8M $116.69 $1M +2,521 +4.0%
81 VOT 0.26% 27,422 $8M $279.14 -$457K -189 -0.7%
82 ABBV 0.26% 33,285 $8M $228.49 $136K +1,024 +3.2%
83 BAC 0.25% 132,044 $7M $55.00 $603K +2,952 +2.3%
84 ORCL 0.25% 37,172 $7M $194.91 -$3M +994 +2.8%
85 UNH 0.25% 21,857 $7M $330.11 -$351K -56 -0.3%
86 SPY 0.24% 10,285 $7M $681.93 $71K -135 -1.3%
87 HYG 0.24% 85,912 $7M $80.63 -$379K -4,072 -4.5%
88 AME 0.24% 33,418 $7M $205.31 -$328K -4,821 -12.6%
89 WSO 0.24% 20,362 $7M $336.95 $6M +18,827 +1226.5%
90 T 0.23% 274,823 $7M $24.84 -$2M -21,267 -7.2%
91 NFLX 0.23% 72,762 $7M $93.76 -$2M +65,353 +882.1%
92 AMD 0.23% 31,383 $7M $214.16 $1M -3,531 -10.1%
93 TMO 0.23% 11,576 $7M $579.46 $1M +613 +5.6%
94 KO 0.23% 94,892 $7M $69.91 $741K +6,043 +6.8%
95 MCD 0.23% 21,641 $7M $305.63 $157K +391 +1.8%
96 COF 0.23% 27,166 $7M $242.36 $903K +440 +1.6%
97 PEP 0.22% 45,372 $7M $143.52 $542K +2,864 +6.7%
98 USHY 0.22% 168,492 $6M $37.40 $227K +7,713 +4.8%
99 CTAS 0.21% 32,956 $6M $188.07 -$562K +22 +0.1%
100 VZ 0.21% 149,468 $6M $40.73 -$993K -11,645 -7.2%

New Positions

SymbolValue% Port
EZU $6M 0.20%
FIBR $5M 0.17%
HWKN $3M 0.12%
EWJ $3M 0.09%
OMC $1M 0.05%
EWU $1M 0.05%
EPP $1M 0.04%
TOTB.DE $1M 0.04%
STPZ $884K 0.03%
UGI $593K 0.02%
XBI $473K 0.02%
WU $470K 0.02%
XAR $462K 0.02%
FDX $413K 0.01%
KVUE $381K 0.01%

Sold Out Positions

SymbolValue% Port
HRB —%
BRX —%
FMC —%
CSL —%
SMG —%
KMX —%
DD —%
UL —%
EQNR —%
BEKE —%
MAA —%
OGN —%
ESS —%
SLF —%
LRN —%
View SEC EDGAR Filings for Ascent Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms