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Portfolio (Quarterly) Guide ↗

WESTPAC BANKING CORP

· CIK 0000719245
13F Portfolio $1.6B AUM 861 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 52 New 138 Added 225 Reduced 49 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KD KYNDRYL HLDGS INC Technology 8,670.0 $98K 0.01% NEW $11.31 +11.0%
42 FANG DIAMONDBACK ENERGY INC Energy 548.0 $96K 0.01% NEW $175.78 +19.9%
43 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1,149.0 $91K 0.01% NEW $79.22 +6.4%
44 HONEYWELL INTL INC 398.0 $89K 0.01% NEW $223.90
45 HONEYWELL AEROSPACE INC 398.0 $88K 0.01% NEW $221.08
46 TTMI TTM TECHNOLOGIES INC Technology 437.0 $82K 0.01% NEW $187.02 -40.9%
47 WAL WESTERN ALLIANCE BANCORP Financial Services 914.0 $75K 0.01% NEW $82.20 -3.1%
48 BKR BAKER HUGHES COMPANY Energy 1,265.0 $70K 0.00% NEW $55.50 +12.3%
49 DLTR DOLLAR TREE INC Consumer Defensive 185.0 $22K 0.00% NEW $120.95 +8.7%
50 FEDEX FGHT HLDG CO INC 72.0 $11K 0.00% NEW $151.00
51 TTEK TETRA TECH INC NEW Industrials 214.0 $6K NEW $28.89 +28.1%
52 DOCU DOCUSIGN INC Technology 91.0 $4K NEW $44.42 +39.6%
Page 3 of 3  ·  52 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 41.0%
Financial Services 11.8%
Healthcare 8.9%
Real Estate 8.9%
Communication Services 8.8%
Consumer Cyclical 8.6%
Industrials 5.1%
Utilities 2.9%
Consumer Defensive 2.6%
Basic Materials 0.8%