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One Capital Management, LLC

Location
WESTLAKE VILLAGE, CA
Portfolio Value
Mid $1,056,657,191
Diversification
Diversified
Filing Date
Global Rank
#1,449 / 8,232 ▲ 161
Top Industry
Semiconductors 12.9%
3Y Alpha vs SPY
-1.7%
Period ended 2 months ago
Filed May 13, 2026 · 31d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+69.7%
SPY
+76.5%
Annualised alpha
-1.6%
Max drawdown
−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

284 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
9.3%
−0.6 pts
Top 5
23.2%
−2.3 pts
Top 10
33.3%
−1.9 pts
HHI
216
Jun 2023 → Mar 2026 · range 216 – 472
Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 31.3% $330,284,028
Healthcare 9.9% $104,487,225
Financial Services 9.8% $103,546,463
Consumer Cyclical 8.3% $87,203,135
Communication Services 7.0% $73,887,012
Energy 6.9% $72,557,506
Unclassified 6.8% $72,141,521
Industrials 6.5% $68,993,325
Consumer Defensive 5.8% $61,152,648
Basic Materials 3.5% $37,285,066
Real Estate 2.5% $26,910,091
Utilities 1.7% $18,209,171

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
18 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
22 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
284 positions · $1,056,657,191 total · as of Mar 31, 2026
Showing 1–50 of 284 positions by value · page 1 of 6
Ticker Company Shares Value (USD) % of Portfolio History