Ascent Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1546865
Institutional-grade research for retail investors
13F Reported Value
ⓘ$860.3M
Holdings
188
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Ascent Wealth Partners, LLC disclosed 188 positions worth $860.3M in its Form 13F-HR for Q1 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 6.5% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 13 — including a new stake in $VLO and a full exit from $BX. The portfolio is most concentrated in Other (33.2% of disclosed assets). All figures are sourced directly from Ascent Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1546865.
AI Fund Analysis
Diversifying
$QQQ6.5% weight
Held 9 quarters
ISHARES TR
5.7% weight
Held 9 quarters
$AAPL4.6% weight
Held 9 quarters
$MDY3.0% weight
Held 9 quarters
$GOOG2.7% weight
Held 9 quarters
$IVZ8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
6 quarters accumulating
ISHARES TR
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$55.7M96,493 sh ISHARES TR
—Quality
$49.4M115,858 sh- 76.1#112
Quality
$39.8M156,850 sh - —
Quality
$25.6M41,532 sh - 80.2
Quality
$22.9M79,686 sh - —
Quality
$22.0M114,734 sh ISHARES TR
—Quality
$21.2M457,635 sh- —
Quality
$18.8M43,734 sh - 83.7
Quality
$18.2M49,250 sh - 74.8
Quality
$16.8M49,033 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $55.7M | 96,493 |
| ISHARES TR | — | $49.4M | 115,858 |
| Apple Inc.$AAPL | 76.1#112 | $39.8M | 156,850 |
| SPDR S&P MIDCAP 400 ETF TRUST$MDY | — | $25.6M | 41,532 |
| Alphabet Inc.$GOOG | 80.2 | $22.9M | 79,686 |
| Invesco Ltd.$IVZ | — | $22.0M | 114,734 |
| ISHARES TR | — | $21.2M | 457,635 |
 SPDR GOLD TRUST$GLD | — | $18.8M | 43,734 |
 MICROSOFT CORP$MSFT | 83.7 | $18.2M | 49,250 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $16.8M | 49,033 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ascent Wealth Partners, LLC's 188 positions.
Showing top 10 of 188 holdings.
Sector Allocation
Other
$285.3M
Technology
$206.1M
Financials
$110.5M
Industrials
$69.4M
Healthcare
$64.0M
Consumer Discretionary
$63.0M
Utilities
$22.1M
Energy
$13.4M
Full Holdings — Ascent Wealth Partners, LLC (Q1 2026)
All 188 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $55.7M | 6.5% | +3% | — |
| 2 | — | ISHARES TR | $49.4M | 5.7% | -26% | — |
| 3 | $AAPL | Apple Inc. | $39.8M | 4.6% | +4% | 76.1 |
| 4 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $25.6M | 3.0% | -35% | — |
| 5 | $GOOG | Alphabet Inc. | $22.9M | 2.7% | +3% | 80.2 |
| 6 | $IVZ | Invesco Ltd. | $22.0M | 2.6% | +13% | — |
| 7 | — | ISHARES TR | $21.2M | 2.5% | +9% | — |
| 8 | $GLD | SPDR GOLD TRUST | $18.8M | 2.2% | +4% | — |
| 9 | $MSFT | MICROSOFT CORP | $18.2M | 2.1% | +3% | 83.7 |
| 10 | $AMAT | APPLIED MATERIALS INC /DE | $16.8M | 1.9% | +3% | 74.8 |
| 11 |  $WMT | Walmart Inc. | $15.6M | 1.8% | +2% | 63.2 |
| 12 | — | ISHARES INC | $15.4M | 1.8% | +4831% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $15.0M | 1.7% | +3% | 35.6 |
| 14 | — | VANGUARD INDEX FDS | $13.9M | 1.6% | +152% | — |
| 15 |  $ABBV | AbbVie Inc. | $13.0M | 1.5% | +3% | 59.3 |
| 16 |  $RTX | RTX Corp | $12.6M | 1.5% | +4% | 70 |
| 17 |  $CAT | CATERPILLAR INC | $11.3M | 1.3% | +3% | 67.8 |
| 18 |  $NVDA | NVIDIA CORP | $11.2M | 1.3% | +2% | 90.2 |
| 19 | — | INNOVATOR ETFS TRUST | $10.8M | 1.3% | -0% | — |
| 20 |  $AMP | AMERIPRISE FINANCIAL INC | $10.3M | 1.2% | +3% | 70.2 |
| 21 |  $ADP | AUTOMATIC DATA PROCESSING INC | $10.3M | 1.2% | +2% | 77.9 |
| 22 | — | INNOVATOR ETFS TR | $10.2M | 1.2% | -1% | — |
| 23 |  $AMZN | AMAZON COM INC | $9.9M | 1.1% | +4% | 74.6 |
| 24 |  $CMI | CUMMINS INC | $9.9M | 1.1% | +1% | 58.9 |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $9.8M | 1.1% | -23% | — |
| 26 |  $SYK | STRYKER CORP | $9.8M | 1.1% | +2% | 69.8 |
| 27 |  $META | Meta Platforms, Inc. | $9.0M | 1.0% | +4% | 80.9 |
| 28 |  $GEV | GE Vernova Inc. | $9.0M | 1.0% | +9% | 70.1 |
| 29 |  $HD | HOME DEPOT, INC. | $8.7M | 1.0% | +2% | 69.2 |
| 30 |  $V | VISA INC. | $8.6M | 1.0% | +6% | 83.5 |
| 31 |  $MA | Mastercard Inc | $8.2M | 0.9% | +2% | 81.7 |
| 32 |  $VLO | VALERO ENERGY CORP/TX | $8.1M | 0.9% | NEW | 51.4 |
| 33 |  $LLY | ELI LILLY & Co | $8.0M | 0.9% | +7% | 89.3 |
| 34 |  $GILD | GILEAD SCIENCES, INC. | $8.0M | 0.9% | NEW | 77.8 |
| 35 |  $PWR | QUANTA SERVICES, INC. | $7.9M | 0.9% | +4% | 62.6 |
| 36 |  $PPL | PPL Corp | $7.7M | 0.9% | +92% | 70.3 |
| 37 |  $AVGO | Broadcom Inc. | $7.7M | 0.9% | +6% | 86.4 |
| 38 |  $APH | AMPHENOL CORP /DE/ | $7.6M | 0.9% | +1143% | 80.5 |
| 39 |  $WM | WASTE MANAGEMENT INC | $7.4M | 0.9% | +3% | 70.7 |
| 40 |  $APD | Air Products & Chemicals, Inc. | $7.1M | 0.8% | +4% | 41.2 |
| 41 |  $ITW | ILLINOIS TOOL WORKS INC | $7.1M | 0.8% | +2% | 71.2 |
| 42 |  $PANW | Palo Alto Networks Inc | $6.8M | 0.8% | +5% | 66.5 |
| 43 |  $CTAS | CINTAS CORP | $6.7M | 0.8% | +44% | 76.3 |
| 44 |  $ABT | ABBOTT LABORATORIES | $6.7M | 0.8% | -29% | 67 |
| 45 |  $AXON | AXON ENTERPRISE, INC. | $6.5M | 0.8% | +4% | 55.6 |
| 46 |  $GS | GOLDMAN SACHS GROUP INC | $6.4M | 0.7% | +5% | — |
| 47 |  $TJX | TJX COMPANIES INC /DE/ | $6.1M | 0.7% | +2% | 70.7 |
| 48 | — | ISHARES TR | $6.0M | 0.7% | -7% | — |
| 49 | — | VANGUARD TAX-MANAGED FDS | $5.9M | 0.7% | -0% | — |
| 50 |  $ORCL | ORACLE CORP | $5.8M | 0.7% | +3% | 67.2 |
| 51 | — | ISHARES TR | $5.5M | 0.6% | +16% | — |
| 52 | — | ISHARES TR | $5.4M | 0.6% | -14% | — |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.3M | 0.6% | +54% | 67 |
| 54 |  $ROK | ROCKWELL AUTOMATION, INC | $5.2M | 0.6% | +6% | 68.2 |
| 55 |  $KLAC | KLA CORP | $5.2M | 0.6% | +4% | 84.4 |
| 56 |  $QCOM | QUALCOMM INC/DE | $5.1M | 0.6% | +2% | 81.9 |
| 57 |  $NFLX | NETFLIX INC | $5.0M | 0.6% | +44% | 86.7 |
| 58 |  $AMGN | AMGEN INC | $4.6M | 0.5% | +5% | 79.5 |
| 59 | — | VANGUARD INTL EQUITY INDEX F | $4.6M | 0.5% | NEW | — |
| 60 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $4.3M | 0.5% | NEW | 55.4 |
| 61 |  $MELI | MERCADOLIBRE INC | $3.9M | 0.5% | -1% | 77.5 |
| 62 |  $PLTR | Palantir Technologies Inc. | $3.6M | 0.4% | +4% | 85.8 |
| 63 | — | INNOVATOR ETFS TRUST | $3.6M | 0.4% | +6% | — |
| 64 |  $MCD | MCDONALDS CORP | $3.6M | 0.4% | +1% | 73.9 |
| 65 |  $EL | ESTEE LAUDER COMPANIES INC | $3.5M | 0.4% | NEW | 52.5 |
| 66 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $3.3M | 0.4% | +2% | 60.5 |
| 67 |  $MCO | MOODYS CORP /DE/ | $3.2M | 0.4% | +2% | 81.3 |
| 68 | — | ISHARES TR | $3.2M | 0.4% | +289% | — |
| 69 |  $RMD | RESMED INC | $3.2M | 0.4% | +5% | 79.8 |
| 70 |  $__PARK_1390777 | Bank of New York Mellon Corp | $3.1M | 0.4% | +3% | 36.7 |
| 71 | — | ISHARES TR | $2.9M | 0.3% | -1% | — |
| 72 | — | ISHARES TR | $2.8M | 0.3% | +4% | — |
| 73 |  $CRWD | CrowdStrike Holdings, Inc. | $2.8M | 0.3% | +4% | 55 |
| 74 | — | ISHARES TR | $2.6M | 0.3% | +13% | — |
| 75 |  $VZ | VERIZON COMMUNICATIONS INC | $2.5M | 0.3% | +3% | 71.6 |
| 76 |  $SHOP | SHOPIFY INC. | $2.5M | 0.3% | +6% | — |
| 77 |  $CAH | CARDINAL HEALTH INC | $2.4M | 0.3% | +1% | 58.6 |
| 78 |  $SO | SOUTHERN CO | $2.4M | 0.3% | +1% | 65.1 |
| 79 |  $PFE | PFIZER INC | $2.4M | 0.3% | +3% | 69 |
| 80 |  $NVS | NOVARTIS AG | $2.4M | 0.3% | +2% | — |
| 81 |  $SCHW | SCHWAB CHARLES CORP | $2.4M | 0.3% | +6% | 77.2 |
| 82 | — | VANGUARD SCOTTSDALE FDS | $2.4M | 0.3% | +10% | — |
| 83 | — | VANGUARD INDEX FDS | $2.4M | 0.3% | +38% | — |
| 84 |  $VTR | Ventas, Inc. | $2.3M | 0.3% | +1% | 70.3 |
| 85 |  $MPC | Marathon Petroleum Corp | $2.2M | 0.3% | NEW | 50.7 |
| 86 | — | VANGUARD INDEX FDS | $2.1M | 0.2% | +12% | — |
| 87 |  $FIX | COMFORT SYSTEMS USA INC | $2.1M | 0.2% | NEW | 79.5 |
| 88 | — | ISHARES TR | $2.0M | 0.2% | -10% | — |
| 89 |  $MRK | Merck & Co., Inc. | $2.0M | 0.2% | +2% | 70.9 |
| 90 |  $CME | CME GROUP INC. | $2.0M | 0.2% | +2% | 74.5 |
| 91 |  $ARM | ARM HOLDINGS PLC /UK | $2.0M | 0.2% | +13% | — |
| 92 |  $D | DOMINION ENERGY, INC | $1.9M | 0.2% | +3% | 74.9 |
| 93 |  $LNT | ALLIANT ENERGY CORP | $1.9M | 0.2% | +2% | 56.7 |
| 94 |  $GOOGL | Alphabet Inc. | $1.8M | 0.2% | +14% | 80.2 |
| 95 |  $XYL | Xylem Inc. | $1.8M | 0.2% | +5% | 65.6 |
| 96 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 0.2% | +3% | 66.7 |
| 97 |  $MET | METLIFE INC | $1.8M | 0.2% | +2% | 73.9 |
| 98 | — | ISHARES TR | $1.8M | 0.2% | +15% | — |
| 99 | — | VANGUARD INDEX FDS | $1.8M | 0.2% | -11% | — |
| 100 |  $PH | Parker-Hannifin Corp | $1.7M | 0.2% | +1% | 73.8 |
| 101 |  $BLK | BlackRock, Inc. | $1.7M | 0.2% | +1% | 70.3 |
| 102 | — | VANGUARD BD INDEX FDS | $1.6M | 0.2% | -4% | — |
| 103 | — | INNOVATOR ETFS TRUST | $1.6M | 0.2% | +28% | — |
| 104 | — | VANGUARD WORLD FDS | $1.6M | 0.2% | -0% | — |
| 105 |  $TXN | TEXAS INSTRUMENTS INC | $1.5M | 0.2% | +3% | 70.4 |
| 106 | — | SPDR SER TR | $1.5M | 0.2% | -6% | — |
| 107 |  $XOM | EXXON MOBIL CORP | $1.5M | 0.2% | +6% | 61.8 |
| 108 | — | INNOVATOR ETFS TRUST | $1.4M | 0.2% | -0% | — |
| 109 | $META | Meta Platforms, Inc. | $1.4M | 0.2% | -29% | 80.9 |
| 110 | — | INNOVATOR ETFS TRUST | $1.3M | 0.2% | -4% | — |
| 111 | — | INNOVATOR ETFS TR | $1.3M | 0.2% | -20% | — |
| 112 |  $LOW | LOWES COMPANIES INC | $1.3M | 0.1% | +5% | 63.5 |
| 113 |  $TEL | TE Connectivity plc | $1.3M | 0.1% | NEW | — |
| 114 |  $CVX | CHEVRON CORP | $1.3M | 0.1% | +5% | 54.7 |
| 115 |  $AZO | AUTOZONE INC | $1.3M | 0.1% | +0% | 66.5 |
| 116 |  $PSA | Public Storage | $1.1M | 0.1% | +7% | 73.9 |
| 117 | — | INNOVATOR ETFS TRUST | $932,900 | 0.1% | -1% | — |
| 118 | — | VANGUARD SPECIALIZED FUNDS | $927,333 | 0.1% | +9% | — |
| 119 |  $UNH | UNITEDHEALTH GROUP INC | $910,535 | 0.1% | +1% | 66.8 |
| 120 |  $MMM | 3M CO | $889,824 | 0.1% | NEW | 60.7 |
| 121 | — | SCHWAB STRATEGIC TR | $818,472 | 0.1% | NEW | — |
| 122 |  $GE | GENERAL ELECTRIC CO | $812,717 | 0.1% | +41% | 74.8 |
| 123 |  $AJG | Arthur J. Gallagher & Co. | $802,429 | 0.1% | -84% | 72.1 |
| 124 |  $IBIT | iShares Bitcoin Trust ETF | $784,729 | 0.1% | +27% | — |
| 125 |  $NEE | NEXTERA ENERGY INC | $783,536 | 0.1% | +1% | 71.7 |
| 126 |  $OTIS | Otis Worldwide Corp | $752,378 | 0.1% | +2% | 60.3 |
| 127 | — | VANGUARD MUN BD FDS | $747,203 | 0.1% | +3% | — |
| 128 |  $JNJ | JOHNSON & JOHNSON | $718,654 | 0.1% | +4% | 72.8 |
| 129 |  $BAC | BANK OF AMERICA CORP /DE/ | $697,369 | 0.1% | +3% | 68.4 |
| 130 |  $DGX | QUEST DIAGNOSTICS INC | $669,076 | 0.1% | -2% | 69.1 |
| 131 |  $SNPS | SYNOPSYS INC | $662,878 | 0.1% | NEW | 63.1 |
| 132 | — | INNOVATOR ETFS TRUST | $641,576 | 0.1% | +0% | — |
| 133 | — | ISHARES TR | $626,672 | 0.1% | +0% | — |
| 134 |  $NBIS | Nebius Group N.V. | $606,373 | 0.1% | +12% | — |
| 135 |  $SCI | SERVICE CORP INTERNATIONAL | $598,032 | 0.1% | -5% | 54.8 |
| 136 | — | SELECT SECTOR SPDR TR | $583,717 | 0.1% | +10% | — |
| 137 |  $IREN | IREN Ltd | $522,667 | 0.1% | NEW | — |
| 138 |  $STT | STATE STREET CORP | $519,529 | 0.1% | +5% | 61.5 |
| 139 |  $PEP | PEPSICO INC | $490,872 | 0.1% | +8% | 62.7 |
| 140 |  $ACN | Accenture plc | $484,819 | 0.1% | -93% | — |
| 141 |  $MSCI | MSCI Inc. | $464,627 | 0.1% | -93% | 77.6 |
| 142 |  $ASTS | AST SpaceMobile, Inc. | $452,967 | 0.1% | +56% | 29.6 |
| 143 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $432,072 | 0.1% | +0% | 65.3 |
| 144 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $428,249 | 0.1% | +3% | 70.9 |
| 145 | $IVZ | Invesco Ltd. | $427,523 | 0.1% | NEW | — |
| 146 |  $TSLA | Tesla, Inc. | $407,066 | 0.1% | -77% | 50.1 |
| 147 | — | VANECK ETF TRUST | $401,420 | 0.1% | -8% | — |
| 148 |  $RKLB | Rocket Lab Corp | $393,091 | 0.1% | +15% | 37.2 |
| 149 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $385,549 | 0.0% | +64% | 48 |
| 150 |  $ROP | ROPER TECHNOLOGIES INC | $362,707 | 0.0% | -92% | 72.2 |
| 151 |  $CSCO | CISCO SYSTEMS, INC. | $356,287 | 0.0% | +10% | 72.3 |
| 152 | — | ISHARES TR | $355,078 | 0.0% | +0% | — |
| 153 |  $BRK.B | BERKSHIRE HATHAWAY INC | $348,858 | 0.0% | +26% | 64.5 |
| 154 |  $HOOD | Robinhood Markets, Inc. | $345,738 | 0.0% | +84% | 75.8 |
| 155 | — | INNOVATOR ETFS TRUST | $342,485 | 0.0% | +0% | — |
| 156 |  $UEC | URANIUM ENERGY CORP | $330,912 | 0.0% | +18% | 17.8 |
| 157 | — | ISHARES TR | $319,978 | 0.0% | +0% | — |
| 158 |  $LMND | Lemonade, Inc. | $299,297 | 0.0% | +21% | 36.8 |
| 159 |  $PG | PROCTER & GAMBLE Co | $291,769 | 0.0% | +10% | 72.9 |
| 160 |  $URI | UNITED RENTALS, INC. | $289,967 | 0.0% | -3% | 70.7 |
| 161 |  $MPLX | MPLX LP | $286,206 | 0.0% | +0% | 76.5 |
| 162 |  $GH | Guardant Health, Inc. | $273,600 | 0.0% | +19% | 36.1 |
| 163 | — | ISHARES INC | $269,820 | 0.0% | +0% | — |
| 164 |  $DE | DEERE & CO | $263,061 | 0.0% | +2% | 57.4 |
| 165 |  $ALRM | Alarm.com Holdings, Inc. | $259,140 | 0.0% | +0% | 62.9 |
| 166 |  $NRK | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | $257,772 | 0.0% | +0% | — |
| 167 | — | ISHARES TR | $254,532 | 0.0% | -4% | — |
| 168 |  $PAYX | PAYCHEX INC | $249,185 | 0.0% | +0% | 75.1 |
| 169 |  $ROKU | ROKU, INC | $247,904 | 0.0% | +12% | 60.5 |
| 170 |  $QBTS | D-Wave Quantum Inc. | $245,122 | 0.0% | +13% | 24.7 |
| 171 |  $AXP | AMERICAN EXPRESS CO | $236,539 | 0.0% | +8% | 73.2 |
| 172 |  $EW | Edwards Lifesciences Corp | $234,314 | 0.0% | +1% | 67.6 |
| 173 |  $MTB | M&T BANK CORP | $231,320 | 0.0% | +0% | 64.1 |
| 174 |  $NBTB | NBT BANCORP INC | $227,920 | 0.0% | +6% | 34.6 |
| 175 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $224,100 | 0.0% | NEW | 65.8 |
| 176 |  $CL | COLGATE PALMOLIVE CO | $222,195 | 0.0% | +0% | 72.4 |
| 177 |  $IONQ | IonQ, Inc. | $215,937 | 0.0% | NEW | 32.8 |
| 178 |  $MDB | MongoDB, Inc. | $211,237 | 0.0% | +17% | 54.6 |
| 179 |  $SYM | Symbotic Inc. | $209,714 | 0.0% | NEW | 55.1 |
| 180 |  $RIOT | Riot Platforms, Inc. | $208,278 | 0.0% | +13% | 51.3 |
| 181 | — | ISHARES TR | $207,100 | 0.0% | -11% | — |
| 182 | — | VANGUARD INDEX FDS | $207,038 | 0.0% | -98% | — |
| 183 |  $RGTI | Rigetti Computing, Inc. | $202,527 | 0.0% | +11% | 8.1 |
| 184 |  $RDDT | Reddit, Inc. | $202,514 | 0.0% | +12% | 79.3 |
| 185 |  $CIFR | Cipher Digital Inc. | $165,058 | 0.0% | +0% | 30.1 |
| 186 |  $QS | QuantumScape Corp | $119,555 | 0.0% | +21% | — |
| 187 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $86,209 | 0.0% | +12% | 13.6 |
| 188 |  $AUR | Aurora Innovation, Inc. | $65,178 | 0.0% | +10% | 9.8 |
New Positions (15)
$VLO VALERO ENERGY CORP/TX$8.1M$GILD GILEAD SCIENCES, INC.$8.0M VANGUARD INTL EQUITY INDEX F$4.6M
$HII HUNTINGTON INGALLS INDUSTRIES, INC.$4.3M$EL ESTEE LAUDER COMPANIES INC$3.5M$MPC Marathon Petroleum Corp$2.2M$FIX COMFORT SYSTEMS USA INC$2.1M$TEL TE Connectivity plc$1.3M$MMM 3M CO$889,824 SCHWAB STRATEGIC TR$818,472
$SNPS SYNOPSYS INC$662,878$IREN IREN Ltd$522,667$CBU COMMUNITY FINANCIAL SYSTEM, INC.$224,100$IONQ IonQ, Inc.$215,937$SYM Symbotic Inc.$209,714Exited Positions (13)
$BX Blackstone Inc.
$ICE Intercontinental Exchange, Inc.
$FICO FAIR ISAAC CORP
$CRM Salesforce, Inc.
$UBER Uber Technologies, Inc
$PFH PRUDENTIAL FINANCIAL INC
$KMB KIMBERLY CLARK CORP
$U Unity Software Inc.
$ELV Elevance Health, Inc.
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.
$MAS MASCO CORP /DE/
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$PED PEDEVCO CORPBrowse Top Institutional Investors
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Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
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AI-Powered Hedge Fund Analysis: Ascent Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Ascent Wealth Partners, LLC (SEC CIK: 1546865), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ascent Wealth Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.