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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 7 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PH PARKER-HANNIFIN CORP Industrials 696.0 $681K 0.04% -124.0 -15.1% $978.12 +3.7%
122 DKNG DRAFTKINGS INC NEW Consumer Cyclical 26,481.0 $669K 0.04% -6K -17.7% $25.26 +2.8%
123 SNDK SANDISK CORP Technology 276.0 $628K 0.04% -110.0 -28.5% $2273.73 -34.3%
124 TMUS T-MOBILE US INC Communication Services 3,690.0 $619K 0.04% -1K -23.2% $167.73 +8.9%
125 UPS UNITED PARCEL SVCS INC Industrials 5,675.0 $610K 0.04% -5K -48.6% $107.50 -4.4%
126 NSC NORFOLK SOUTHN CORP Industrials 1,920.0 $604K 0.04% -257.0 -11.8% $314.59 +12.2%
127 BDX BECTON DICKINSON & CO Healthcare 3,865.0 $585K 0.04% -520.0 -11.9% $151.33 +26.0%
128 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,501.0 $580K 0.04% -502.0 -25.1% $386.73 +4.1%
129 KKR KKR & CO INC 5,848.0 $537K 0.03% -1K -14.7% $91.78
130 EVEREST GROUP LTD 1,439.0 $514K 0.03% -651.0 -31.1% $357.23
131 CI THE CIGNA GROUP Healthcare 1,827.0 $504K 0.03% -2K -54.1% $275.68 +1.7%
132 A AGILENT TECHNOLOGIES INC Healthcare 3,558.0 $473K 0.03% -797.0 -18.3% $132.83 +15.5%
133 MDB MONGODB INC Technology 1,394.0 $468K 0.03% -161.0 -10.3% $335.90 +19.9%
134 KDP KEURIG DR PEPPER INC Consumer Defensive 14,216.0 $465K 0.03% -2K -14.2% $32.73 -0.7%
135 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,141.0 $463K 0.03% -2K -27.5% $90.01 +24.8%
136 TEAM ATLASSIAN CORPORATION Technology 5,869.0 $457K 0.03% -1K -20.1% $77.79 +120.2%
137 SHW SHERWIN WILLIAMS CO Basic Materials 1,305.0 $449K 0.03% -399.0 -23.4% $344.32 +0.7%
138 PRU PRUDENTIAL FINL INC Financial Services 4,115.0 $444K 0.03% -1K -23.6% $107.93 +13.7%
139 CTVA CORTEVA INC Basic Materials 5,159.0 $437K 0.03% -4K -45.2% $84.69 -2.2%
140 EW EDWARDS LIFESCIENCES CORP Healthcare 4,557.0 $412K 0.03% -182.0 -3.8% $90.46 +0.0%
Page 7 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%