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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 9 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GWW WW GRAINGER INC Industrials 196.0 $267K 0.02% -143.0 -42.2% $1360.40 -4.3%
162 PYPL PAYPAL HLDGS INC Financial Services 5,971.0 $258K 0.02% -572.0 -8.7% $43.18 +44.2%
163 NXPI NXP SEMICONDUCTORS N V Technology 884.0 $248K 0.01% -212.0 -19.3% $281.03 -20.1%
164 MMM 3M CO Industrials 1,504.0 $244K 0.01% -1K -47.9% $161.91 +10.8%
165 TSN TYSON FOODS INC Consumer Defensive 4,240.0 $243K 0.01% -15K -77.8% $57.25 -0.2%
166 SPOT SPOTIFY TECHNOLOGY S A Communication Services 528.0 $242K 0.01% -21.0 -3.8% $459.13 +20.4%
167 HUM HUMANA INC Healthcare 579.0 $230K 0.01% -17.0 -2.9% $397.22 -1.9%
168 ICLR ICON PUB LTD CO Healthcare 1,315.0 $228K 0.01% -232.0 -15.0% $173.71 -2.8%
169 AXS AXIS CAP HLDGS LTD Financial Services 2,071.0 $223K 0.01% -1K -36.3% $107.44 -7.5%
170 FDX FEDEX CORP Industrials 683.0 $214K 0.01% -1K -59.4% $313.13 +6.5%
171 ZM ZOOM COMMUNICATIONS INC Technology 2,471.0 $213K 0.01% -5K -67.3% $86.31 +17.0%
172 AJG GALLAGHER ARTHUR J & CO Financial Services 927.0 $213K 0.01% -152.0 -14.1% $229.57 +16.9%
173 WST WEST PHARMACEUTICAL SVSC INC Healthcare 592.0 $213K 0.01% -53.0 -8.2% $359.00 -2.9%
174 MTB M & T BK CORP Financial Services 846.0 $201K 0.01% -595.0 -41.3% $238.01 +1.0%
175 TT TRANE TECHNOLOGIES PLC Industrials 381.0 $187K 0.01% -104.0 -21.4% $491.16 -7.3%
176 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,600.0 $183K 0.01% -495.0 -23.6% $114.18 +3.7%
177 SATS ECHOSTAR CORP Technology 1,796.0 $182K 0.01% -33.0 -1.8% $101.50 -14.3%
178 CNQ CANADIAN NAT RES LTD MED TER Energy 4,509.0 $178K 0.01% -83.0 -1.8% $39.50 +25.5%
179 PHM PULTE GROUP INC Consumer Cyclical 1,284.0 $176K 0.01% -1K -48.9% $137.21 -4.6%
180 ALLY ALLY FINL INC Financial Services 3,677.0 $169K 0.01% -68.0 -1.8% $45.95 -7.3%
Page 9 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%