ONE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TEL | 1K | $325.34K |
 | MMM | 1K | $229.90K |
 | PH | 1K | $1.09M |
 | MU | 1K | $231.24K |
 | TMUS | 1K | $326.99K |
 | NOC | 1K | $764.41K |
 | ECL | 1K | $334.80K |
 | MCK | 1K | $913.91K |
 | WDAY | 957 | $230.38K |
 | TRV | 897 | $250.52K |
 | ISRG | 878 | $392.67K |
 | GS | 867 | $690.43K |
 | COIN | 827 | $279.10K |
 | PWR | 704 | $291.75K |
 | ZBRA | 683 | $202.96K |
 | INTU | 681 | $465.06K |
 | LHX | 668 | $204.12K |
 | VRTX | 656 | $256.92K |
 | CMI | 641 | $270.93K |
 | URI | 614 | $586.16K |
TE Connectivity Ltd.
TEL
Shares Held
1K
Value
$325.34K
3M Company
MMM
Shares Held
1K
Value
$229.90K
Parker-Hannifin Corporation
PH
Shares Held
1K
Value
$1.09M
Micron Technology, Inc.
MU
Shares Held
1K
Value
$231.24K
T-Mobile US, Inc.
TMUS
Shares Held
1K
Value
$326.99K
Northrop Grumman Corporation
NOC
Shares Held
1K
Value
$764.41K
Ecolab Inc.
ECL
Shares Held
1K
Value
$334.80K
McKesson Corporation
MCK
Shares Held
1K
Value
$913.91K
Workday, Inc.
WDAY
Shares Held
957
Value
$230.38K
The Travelers Companies, Inc.
TRV
Shares Held
897
Value
$250.52K
Intuitive Surgical, Inc.
ISRG
Shares Held
878
Value
$392.67K
The Goldman Sachs Group, Inc.
GS
Shares Held
867
Value
$690.43K
Coinbase Global, Inc.
COIN
Shares Held
827
Value
$279.10K
Quanta Services, Inc.
PWR
Shares Held
704
Value
$291.75K
Zebra Technologies Corporation
ZBRA
Shares Held
683
Value
$202.96K
Intuit Inc.
INTU
Shares Held
681
Value
$465.06K
L3Harris Technologies, Inc.
LHX
Shares Held
668
Value
$204.12K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
656
Value
$256.92K
Cummins Inc.
CMI
Shares Held
641
Value
$270.93K
United Rentals, Inc.
URI
Shares Held
614
Value
$586.16K