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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 2 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADBE ADOBE INC Technology 32,472.0 $6.7M 0.41% -914.0 -2.7% $205.02 +34.3%
22 ANET ARISTA NETWORKS INC Technology 39,069.0 $6.6M 0.41% -35K -47.3% $169.88 +11.0%
23 ITW ILLINOIS TOOL WKS INC Industrials 24,267.0 $6.6M 0.40% -1K -4.4% $270.47 +4.4%
24 MCK MCKESSON CORP Healthcare 8,589.0 $6.5M 0.40% -1K -10.7% $755.60 +13.7%
25 CL COLGATE PALMOLIVE CO Consumer Defensive 68,472.0 $6.3M 0.39% -865.0 -1.2% $91.68 -0.7%
26 QCOM QUALCOMM INC Technology 33,661.0 $6.2M 0.38% -15K -31.4% $184.79 -13.0%
27 AFL AFLAC INC Financial Services 52,200.0 $6.1M 0.38% -2K -4.4% $117.25 -1.0%
28 SYF SYNCHRONY FINANCIAL Financial Services 76,356.0 $5.8M 0.36% -2K -2.8% $76.05 +4.5%
29 FTV FORTIVE CORP Technology 93,199.0 $5.7M 0.35% -3K -2.8% $61.09 -1.7%
30 ES EVERSOURCE ENERGY Utilities 78,583.0 $5.7M 0.35% -15K -16.4% $72.27 -2.9%
31 DE DEERE & CO Industrials 8,807.0 $5.6M 0.34% -3K -26.8% $634.33 +2.1%
32 GS GOLDMAN SACHS GROUP INC Financial Services 5,443.0 $5.5M 0.34% -12K -69.2% $1011.37 +2.8%
33 NTAP NETAPP INC Technology 34,934.0 $5.4M 0.33% -9K -21.2% $154.76 +24.2%
34 L LOEWS CORP Financial Services 47,201.0 $5.3M 0.33% -1K -2.8% $113.21 -3.0%
35 AVB AVALONBAY CMNTYS INC Real Estate 28,101.0 $5.3M 0.33% -4K -13.1% $188.69 -2.5%
36 SNA SNAP ON INC Industrials 13,176.0 $5.3M 0.33% -563.0 -4.1% $402.40 -2.2%
37 TROW PRICE T ROWE GROUP INC Financial Services 46,329.0 $5.3M 0.32% -1K -2.7% $113.69 -1.9%
38 GE GE AEROSPACE Industrials 14,051.0 $5.3M 0.32% -1K -6.7% $373.73 -6.8%
39 PG PROCTER & GAMBLE CO Consumer Defensive 35,047.0 $5.1M 0.32% -16K -31.8% $146.64 -1.3%
40 CAT CATERPILLAR INC Industrials 4,802.0 $5.1M 0.32% -1K -19.0% $1064.90 -22.3%
Page 2 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%