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Portfolio (Quarterly) Guide ↗

WESTPAC BANKING CORP

· CIK 0000719245
13F Portfolio $1.4B AUM 830 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 92 Added 264 Reduced 14 Exited
Page 10 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AME AMETEK INC Industrials 1,446.0 $310K 0.02% -302.0 -17.3% $214.36 +7.0%
182 SNPS SYNOPSYS INC Technology 766.0 $304K 0.02% -445.0 -36.8% $396.48 +34.8%
183 RTX RTX CORPORATION Industrials 1,569.0 $303K 0.02% -527.0 -25.1% $192.90 -7.2%
184 MTB M & T BK CORP Financial Services 1,441.0 $298K 0.02% -13.0 -0.9% $206.72 +4.1%
185 PYPL PAYPAL HLDGS INC Financial Services 6,543.0 $296K 0.02% -2K -26.1% $45.23 -2.4%
186 PHM PULTE GROUP INC Consumer Cyclical 2,513.0 $296K 0.02% -35.0 -1.4% $117.61 +0.2%
187 WBD WARNER BROS DISCOVERY INC Communication Services 10,676.0 $293K 0.02% -2K -16.9% $27.46 -1.6%
188 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,154.0 $293K 0.02% -244.0 -10.2% $136.09 -9.0%
189 RSG REPUBLIC SVCS INC Industrials 1,309.0 $287K 0.02% -278.0 -17.5% $219.02 -5.5%
190 ACN ACCENTURE PLC IRELAND Technology 1,435.0 $285K 0.02% -636.0 -30.7% $198.29 -10.7%
191 HSY HERSHEY CO Consumer Defensive 1,319.0 $274K 0.02% -330.0 -20.0% $207.89 -8.1%
192 RS RELIANCE INC Basic Materials 898.0 $273K 0.02% -26.0 -2.8% $303.92 +23.8%
193 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,357.0 $269K 0.02% -38.0 -2.7% $198.29 +17.6%
194 PCAR PACCAR INC Industrials 2,266.0 $262K 0.02% -56.0 -2.4% $115.50 -3.0%
195 TGT TARGET CORP Consumer Defensive 2,147.0 $260K 0.02% -677.0 -24.0% $121.20 +3.5%
196 NTNX NUTANIX INC Technology 6,601.0 $251K 0.02% -9K -57.9% $38.01 +22.5%
197 DXCM DEXCOM INC Healthcare 3,969.0 $249K 0.02% -2K -31.0% $62.80 +14.7%
198 BX BLACKSTONE INC Financial Services 2,088.0 $240K 0.02% -424.0 -16.9% $114.99 +2.7%
199 VLO VALERO ENERGY CORP Energy 914.0 $226K 0.02% -784.0 -46.2% $247.08 -2.3%
200 PPG PPG INDS INC Basic Materials 2,108.0 $225K 0.02% -739.0 -26.0% $106.88 +2.5%
Page 10 of 14  ·  264 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 35.6%
Financial Services 12.8%
Communication Services 9.8%
Healthcare 9.2%
Real Estate 9.1%
Consumer Cyclical 9.0%
Industrials 5.6%
Consumer Defensive 3.6%
Utilities 3.3%
Basic Materials 1.4%