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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WMB WILLIAMS COS INC Energy 2,220.0 $165K 0.01% -41.0 -1.8% $74.34 -5.2%
182 ON ON SEMICONDUCTOR CORP Technology 1,742.0 $165K 0.01% -524.0 -23.1% $94.54 -24.8%
183 MO ALTRIA GROUP INC Consumer Defensive 2,288.0 $165K 0.01% -19K -89.5% $71.95 -4.9%
184 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 428.0 $163K 0.01% -4.0 -0.9% $380.37 -32.9%
185 YUMC YUM CHINA HLDGS INC Consumer Cyclical 3,969.0 $162K 0.01% -74.0 -1.8% $40.87 +17.6%
186 URI UNITED RENTALS INC Industrials 140.0 $159K 0.01% -121.0 -46.4% $1132.89 -4.0%
187 HDB HDFC BANK LTD Financial Services 6,120.0 $158K 0.01% -113.0 -1.8% $25.83 -8.5%
188 NTRS NORTHERN TR CORP Financial Services 830.0 $144K 0.01% -148.0 -15.1% $173.84 +7.7%
189 ARMK ARAMARK Industrials 2,490.0 $142K 0.01% -3K -54.9% $56.90 +4.2%
190 PPG PPG INDS INC Basic Materials 1,159.0 $141K 0.01% -949.0 -45.0% $121.29 -6.1%
191 KT KT CORP Communication Services 7,989.0 $138K 0.01% -148.0 -1.8% $17.28 +9.7%
192 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,572.0 $137K 0.01% -62.0 -3.8% $87.22 +14.0%
193 HPQ HP INC Technology 6,165.0 $135K 0.01% -30K -83.0% $21.94 +30.9%
194 ESRT EMPIRE ST RLTY TR INC Real Estate 24,717.0 $134K 0.01% -63K -72.0% $5.41 -10.6%
195 CW CURTISS WRIGHT CORP Industrials 175.0 $133K 0.01% -7.0 -3.9% $757.76 -17.8%
196 COOPER COS INC 1,836.0 $132K 0.01% -19.0 -1.0% $71.71
197 JBHT HUNT J B TRANS SVCS INC Industrials 453.0 $131K 0.01% -26.0 -5.4% $289.43 -10.0%
198 MORN MORNINGSTAR INC Financial Services 819.0 $128K 0.01% -15.0 -1.8% $156.02 +40.3%
199 OKTA OKTA INC Technology 915.0 $125K 0.01% -2K -66.1% $136.45 -4.1%
200 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1,913.0 $122K 0.01% -1K -34.5% $64.01 +15.9%
Page 10 of 12  ·  225 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%