One Degree Advisors Inc
Top Portfolio Positions
23 positions ·
$18,303,770 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
14,299 | $3,628,943 | 19.83% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,941 | $2,930,500 | 16.01% | |
| SRE |
Sempra
Utilities
|
12,752 | $1,239,111 | 6.77% | |
| CAT |
Caterpillar Inc
Industrials
|
1,722 | $1,219,968 | 6.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,882 | $1,086,252 | 5.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,452 | $992,657 | 5.42% | |
| PCAR |
Paccar Inc
Industrials
|
7,997 | $923,653 | 5.05% | |
| MSFT |
Microsoft Corp
Technology
|
2,393 | $885,816 | 4.84% | |
| LRCX |
Lam Research Corp
Technology
|
3,284 | $701,659 | 3.83% | |
| MCK |
Mckesson Corp
Healthcare
|
691 | $597,963 | 3.27% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BIOX
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,251 | 23,038 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $30,179 | 23,038 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,483 | 23,038 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $102,979 | 23,038 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $105,168 | 23,038 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $140,071 | 23,038 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $181,309 | 23,038 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $258,255 | 23,038 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $291,661 | 23,038 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $316,311 | 23,038 | Shares | Sole | 2024-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||