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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KRC KILROY REALTY CORP Real Estate 31,485.0 $1.2M 0.07% -772.0 -2.4% $37.47 -1.6%
102 VRSN VERISIGN INC Technology 4,671.0 $1.2M 0.07% -2K -31.4% $251.56 +15.6%
103 MCD MCDONALDS CORP Consumer Cyclical 4,246.0 $1.1M 0.07% -857.0 -16.8% $270.31 +0.8%
104 MPWR MONOLITHIC PWR SYS INC Technology 828.0 $1.1M 0.07% -488.0 -37.1% $1382.36 -7.0%
105 ABT ABBOTT LABORATORIES Healthcare 12,026.0 $1.1M 0.07% -208.0 -1.7% $90.74 +28.6%
106 COP CONOCOPHILLIPS Energy 10,126.0 $1.1M 0.07% -671.0 -6.2% $103.96 +28.3%
107 MRSH MARSH & MCLENNAN COS INC Financial Services 5,940.0 $990K 0.06% -258.0 -4.2% $166.67 +16.8%
108 COF CAPITAL ONE FINL CORP Financial Services 4,694.0 $942K 0.06% -1K -21.7% $200.62 +7.8%
109 CRM SALESFORCE INC Technology 5,887.0 $922K 0.06% -687.0 -10.4% $156.66 +33.4%
110 GD GENERAL DYNAMICS CORP Industrials 2,459.0 $871K 0.05% -25.0 -1.0% $354.24 +8.3%
111 LPX LOUISIANA PAC CORP Basic Materials 10,752.0 $846K 0.05% -11K -49.5% $78.66 -7.7%
112 GLW CORNING INC Technology 3,282.0 $838K 0.05% -300.0 -8.4% $255.43 -43.0%
113 WEC WEC ENERGY GROUP INC Utilities 7,172.0 $837K 0.05% -1K -14.5% $116.77 -7.9%
114 T AT&T INC Communication Services 40,375.0 $836K 0.05% -480.0 -1.2% $20.70 +24.1%
115 TFC TRUIST FINL CORP Financial Services 16,596.0 $827K 0.05% -1K -6.2% $49.82 +2.0%
116 CNC CENTENE CORP DEL Healthcare 12,512.0 $803K 0.05% -29K -69.7% $64.19 +2.3%
117 SBUX STARBUCKS CORP Consumer Cyclical 7,578.0 $774K 0.05% -973.0 -11.4% $102.19 +5.2%
118 H HYATT HOTELS CORP Consumer Cyclical 3,797.0 $736K 0.04% -724.0 -16.0% $193.84 -7.1%
119 ASML ASML HLDG NV Technology 357.0 $710K 0.04% -7.0 -1.9% $1989.44 -12.5%
120 AON AON PLC Financial Services 2,066.0 $685K 0.04% -27.0 -1.3% $331.69 +8.3%
Page 6 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%