Ascent Capital Management, LLC - Portfolio overview

Ascent Capital Management, LLC has 63 reported holdings in this dataset, with the latest filing dated 2025-11-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 26.30%
2. IVW - ISHARES TR, 11.28%
3. AAPL - APPLE INC, 5.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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