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Portfolio (Quarterly) Guide ↗

WESTPAC BANKING CORP

· CIK 0000719245
13F Portfolio $1.6B AUM 776 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 456 New
Page 15 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RJF RAYMOND JAMES FINL INC Financial Services 2,480.0 $398K 0.03% NEW $160.59 -11.2%
282 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,894.0 $394K 0.03% NEW $207.81 -36.4%
283 UAL UNITED AIRLS HLDGS INC Industrials 3,497.0 $391K 0.03% NEW $111.82 +2.0%
284 BX BLACKSTONE INC Financial Services 2,512.0 $387K 0.02% NEW $154.14 -23.1%
285 RTX RTX CORP Industrials 2,096.0 $384K 0.02% NEW $183.40 -3.3%
286 BIIB BIOGEN INC Healthcare 2,178.0 $383K 0.02% NEW $175.99 +12.9%
287 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,200.0 $383K 0.02% NEW $91.21 -3.0%
288 TRV TRAVELERS COS Financial Services 1,319.0 $383K 0.02% NEW $290.06 +4.3%
289 DXCM DEXCOM INC Healthcare 5,752.0 $382K 0.02% NEW $66.37 +5.6%
290 FAST FASTENAL CO Industrials 9,393.0 $377K 0.02% NEW $40.13 +10.9%
291 PSA PUBLIC STORAGE OPER CO Real Estate 1,437.0 $373K 0.02% NEW $259.50 +18.8%
292 WBD WARNER BROS DISCOVERY INC Communication Services 12,853.0 $370K 0.02% NEW $28.82 -5.5%
293 PSX PHILLIPS 66 COMMON STOCK USD Energy 2,860.0 $369K 0.02% NEW $129.04 +36.1%
294 BBY BEST BUY CO INC COMMON STOCK USD 0.1 Consumer Cyclical 5,490.0 $367K 0.02% NEW $66.93 -5.1%
295 GLW CORNING INC Technology 4,141.0 $363K 0.02% NEW $87.56 +117.1%
296 AME AMETEK INC Industrials 1,748.0 $359K 0.02% NEW $205.31 +10.9%
297 NET CLOUDFLARE INC Technology 1,810.0 $357K 0.02% NEW $197.15 +7.3%
298 APOS APOLLO GLOBAL MGMT INC Financial Services 2,396.0 $347K 0.02% NEW $144.76 -81.9%
299 OTIS OTIS WORLDWIDE CORP Industrials 3,856.0 $337K 0.02% NEW $87.35 -17.4%
300 RSG REPUBLIC SVCS INC Industrials 1,587.0 $336K 0.02% NEW $211.93 -3.0%
Page 15 of 23  ·  456 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.0%
Financial Services 12.3%
Communication Services 10.4%
Consumer Cyclical 9.7%
Healthcare 9.5%
Real Estate 8.1%
Industrials 5.5%
Consumer Defensive 3.5%
Utilities 2.7%
Basic Materials 1.0%