Stock Taper 
ONEASCENT WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Old Dominion Freight Line, Inc. | ODFL | 1.17K | $252.66K |
 Trane Technologies plc | TT | 1.18K | $578.83K |
 Intuitive Surgical, Inc. | ISRG | 1.24K | $491.93K |
 Tesla, Inc. | TSLA | 1.27K | $534.58K |
 Mastercard Incorporated | MA | 1.29K | $663.06K |
 EastGroup Properties, Inc. | EGP | 1.3K | $263.49K |
 Marriott International, Inc. | MAR | 1.35K | $501.04K |
 American Express Company | AXP | 1.36K | $459.34K |
 QUALCOMM Incorporated | QCOM | 1.36K | $251.5K |
 The Procter & Gamble Company | PG | 1.44K | $211.6K |
 Caterpillar Inc. | CAT | 1.47K | $1.57M |
 Dell Technologies Inc. | DELL | 1.49K | $640.72K |
 Chubb Limited | CB | 1.53K | $522.35K |
 Targa Resources Corp. | TRGP | 1.56K | $419.1K |
 Booking Holdings Inc. | BKNG | 1.7K | $302.12K |
 Marathon Petroleum Corporation | MPC | 1.72K | $438.73K |
 Aflac Incorporated | AFL | 1.73K | $202.84K |
 Prologis, Inc. | PLD | 1.77K | $239.92K |
 Duke Energy Corporation | DUK | 1.92K | $243.24K |
 CVS Health Corp. | CVS | 1.99K | $205.87K |