Question 1

What stocks does ASCENT ADVISORS LLC hold in its portfolio?

Accepted Answer

ASCENT ADVISORS LLC's top stock holdings include STX, STXF, COST and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ASCENT ADVISORS LLC's largest stock holdings?

Accepted Answer

ASCENT ADVISORS LLC's largest stock holdings as of their last filing include STX (valued at approximately $1.1 million), STXF (valued at approximately $8.7 million), COST (valued at approximately $0.4 million), IEF (valued at approximately $8.3 million), GGG (valued at approximately $0.3 million).

Question 3

When was ASCENT ADVISORS LLC's last SEC filing?

Accepted Answer

ASCENT ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ASCENT ADVISORS LLC recently bought or sold?

Accepted Answer

ASCENT ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ASCENT ADVISORS LLC reported?

Accepted Answer

ASCENT ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ASCENT ADVISORS LLC invest in?

Accepted Answer

ASCENT ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.