Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OneAscent Investment Solutions LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001974438-25-000004

Total Value
$93,684
Positions
135
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (135)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C706257,255$15,38616.42%
2VANGUARD SCOTTSDALE FDS92206C10288,728$5,2155.57%
3VANGUARD SCOTTSDALE FDS92206C771101,351$4,6975.01%
4NORTHERN LTS FD TR IVNTRSO139,357$3,3463.57%
5UNIFIED SER TRUFI74,917$2,8613.05%
6UNIFIED SER TRUFI118,787$2,7072.89%
7NVIDIA CORPORATIONNVDA10,830$1,7111.83%
8MICROSOFT CORPMSFT3,353$1,6681.78%
9TAIWAN SEMICONDUCTOR MFG LTD8740391005,339$1,2091.29%
10TRANE TECHNOLOGIES PLCTT2,560$1,1201.20%
11ALPHABET INCGOOG6,207$1,0941.17%
12HDFC BANK LTDHDB12,695$9731.04%
13EQUINOR ASASTOHF37,650$9471.01%
14GALLAGHER ARTHUR J & CO3635761092,946$9431.01%
15AMAZON COM INCAMZN4,300$9431.01%
16UNIFIED SER TRUFI27,832$9010.96%
17RIO TINTO PLCRTNTF15,420$8990.96%
18CAE INCCAE30,462$8920.95%
19JPMORGAN CHASE & CO.VYLD3,072$8910.95%
20VISA INCV2,278$8090.86%
21INFOSYS LTDINFY43,196$8000.85%
22GLOBAL PMTS INC37940X1029,970$7980.85%
23WILLIAMS COS INC96945710012,211$7670.82%
24CRH PLCCRH8,349$7660.82%
25UNIFIED SER TRUFI21,713$7050.75%
26NASDAQ INCNDAQ7,796$6970.74%
27ROPER TECHNOLOGIES INCROP1,199$6800.73%
28ASML HOLDING N VASMLF842$6750.72%
29ENTERGY CORP NEWENO7,871$6540.70%
30GOLUB CAP BDC INC38173M10242,634$6250.67%
31TRIP COM GROUP LTDTRPCF10,583$6210.66%
32STERIS PLCSTE2,516$6040.64%
33MASTERCARD INCORPORATEDMA1,056$5930.63%
34EASTGROUP PPTYS INC2772761013,506$5860.63%
35UNILEVER PLCUNLYF9,490$5810.62%
36NVENT ELECTRIC PLCNVT7,817$5730.61%
37AT&T INCT-PC18,760$5430.58%
38LAM RESEARCH CORPLRCX5,544$5400.58%
39PROCTER AND GAMBLE CO7427181093,388$5400.58%
40GE VERNOVA INCGEV1,000$5290.56%
41VERISK ANALYTICS INCVRSK1,692$5270.56%
42BOOKING HOLDINGS INCBKNG91$5270.56%
43PENTAIR PLCPNR5,104$5240.56%
44WALMART INCWMT5,362$5240.56%
45SHERWIN WILLIAMS COSHW1,523$5230.56%
46HOULIHAN LOKEY INCHLI2,883$5190.55%
47ROLLINS INCROL9,163$5170.55%
48ROYALTY PHARMA PLCRPRX14,308$5160.55%
49SALESFORCE INCCRM1,854$5060.54%
50MOTOROLA SOLUTIONS INCMSI1,198$5040.54%
51T-MOBILE US INCTMUSZ2,043$4870.52%
52KLA CORPKLAC530$4750.51%
53LITHIA MTRS INC5367971031,392$4700.50%
54OLD DOMINION FREIGHT LINE INODFL2,884$4680.50%
55PROGRESSIVE CORP7433151031,727$4610.49%
56WORKDAY INCWDAY1,873$4500.48%
57MERCK & CO INCMRK5,664$4480.48%
58GROUP 1 AUTOMOTIVE INCGPI1,024$4470.48%
59ELEMENT SOLUTIONS INCESI19,079$4320.46%
60BRISTOL-MYERS SQUIBB COCELG-RI9,330$4320.46%
61FERGUSON ENTERPRISES INCFERG1,953$4250.45%
62VISTRA CORPVST2,165$4200.45%
63AUTOMATIC DATA PROCESSING INADP1,337$4120.44%
64WELLS FARGO CO NEW9497461015,135$4110.44%
65EQT CORPEQT7,013$4090.44%
66CDW CORPCDW2,265$4050.43%
67FORTINET INCFTNT3,824$4040.43%
68COMCAST CORP NEWCCZ11,201$4000.43%
69APPLIED INDL TECHNOLOGIES IN03820C1051,697$3940.42%
70AIRBNB INCABNB2,954$3910.42%
71METTLER TOLEDO INTERNATIONALMTD332$3900.42%
72D R HORTON INC23331A1093,007$3880.41%
73INTERNATIONAL PAPER CO4601461038,068$3780.40%
74SOUTHERN COSOMN4,108$3770.40%
75AUTOZONE INCAZO97$3600.38%
76BERKSHIRE HATHAWAY INC DELBRK-A735$3570.38%
77EXXON MOBIL CORPXOM3,200$3450.37%
78THE CIGNA GROUP1255231001,034$3420.37%
79BROADCOM INCAVGO1,218$3360.36%
80INTUITINTU423$3330.36%
81GENPACT LIMITEDG7,490$3300.35%
82AMERIPRISE FINL INC03076C106615$3280.35%
83AMERICAN EXPRESS COAXP1,024$3270.35%
84QUALCOMM INCQCOM2,055$3270.35%
85APPLOVIN CORPAPP931$3260.35%
86COLGATE PALMOLIVE COCL3,585$3260.35%
87MSCI INCMSCI561$3240.35%
88BANK AMERICA CORP0605051046,816$3230.34%
89ADOBE INCADBE828$3200.34%
90PALANTIR TECHNOLOGIES INCPLTR2,336$3180.34%
91ROYAL CARIBBEAN GROUPV7780T1031,003$3140.34%
92ALPHABET INCGOOG1,765$3130.33%
93HUNTINGTON BANCSHARES INCHBANP18,553$3110.33%
94CATERPILLAR INCCAT793$3080.33%
95POPULAR INCBPOPM2,785$3070.33%
96NISOURCE INCNI7,565$3050.33%
97TARGA RES CORPTRGP1,736$3020.32%
98CONOCOPHILLIPSCOP3,310$2970.32%
99SPDR SERIES TRUST78468R6633,207$2940.31%
100DT MIDSTREAM INCDTM2,616$2880.31%
101HP INCHPQ11,587$2830.30%
102CONSTELLATION ENERGY CORPCEG852$2750.29%
103OREILLY AUTOMOTIVE INC67103H1072,979$2680.29%
104IDEX CORP45167R1041,529$2680.29%
105AMERICAN TOWER CORP NEW03027X1001,208$2670.29%
106GILEAD SCIENCES INCGILD2,408$2670.29%
107MARSH & MCLENNAN COS INC5717481021,212$2650.28%
108ABBOTT LABSABLZF1,948$2650.28%
109VERIZON COMMUNICATIONS INCVZ6,053$2620.28%
110EQUINIX INCEQIX328$2610.28%
111UNIFIED SER TRUFI10,045$2610.28%
112ELI LILLY & COLLY329$2560.27%
113COSTCO WHSL CORP NEW22160K105258$2550.27%
114S&P GLOBAL INCSPGI473$2490.27%
115TYLER TECHNOLOGIES INCTYL420$2490.27%
116CHEVRON CORP NEWCVX1,713$2450.26%
117GENERAL MTRS CO37045V1004,940$2430.26%
118MARATHON PETE CORPMARA1,448$2410.26%
119ATLASSIAN CORPORATIONTEAM1,177$2390.26%
120STRATEGY SHSSTRD9,195$2340.25%
121CISCO SYS INCCSCO3,378$2340.25%
122VALERO ENERGY CORPVLO1,713$2300.25%
123ABBVIE INCABBV1,210$2250.24%
124CAL MAINE FOODS INCCALM2,243$2230.24%
125KROGER COKR3,050$2190.23%
126HOME DEPOT INCHD594$2180.23%
127PROLOGIS INC.PLDGP2,049$2150.23%
128EOG RES INCEOG1,753$2100.22%
129CINTAS CORPCTAS943$2100.22%
130PEPSICO INCPEP1,557$2060.22%
131MCKESSON CORPMCK280$2050.22%
132FORD MTR CO34537086016,717$1810.19%
133PROSPECT CAP CORPPSEC-PA33,243$1060.11%
134THE BEAUTY HEALTH COMPANY88331L10811,958$230.02%
135PACIFIC BIOSCIENCES CALIF IN69404D10812,235$150.02%