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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 12 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TRNO TERRENO RLTY CORP Real Estate 13,000.0 $842K 0.05% $64.77 +6.4%
222 GLW CORNING INC Technology 3,282.0 $838K 0.05% -300.0 -8.4% $255.43 -43.0%
223 WEC WEC ENERGY GROUP INC Utilities 7,172.0 $837K 0.05% -1K -14.5% $116.77 -7.9%
224 LMT LOCKHEED MARTIN CORP Industrials 1,642.0 $837K 0.05% $509.46 +10.7%
225 T AT&T INC Communication Services 40,375.0 $836K 0.05% -480.0 -1.2% $20.70 +24.1%
226 TFC TRUIST FINL CORP Financial Services 16,596.0 $827K 0.05% -1K -6.2% $49.82 +2.0%
227 CMCSA COMCAST CORP NEW Communication Services 32,919.0 $808K 0.05% $24.55 +10.1%
228 CNC CENTENE CORP DEL Healthcare 12,512.0 $803K 0.05% -29K -69.7% $64.19 +2.3%
229 WAT WATERS CORP Healthcare 2,133.0 $800K 0.05% +269.0 +14.4% $375.04 +9.5%
230 CRS CARPENTER TECHNOLOGY CORP Industrials 1,287.0 $794K 0.05% NEW $616.84 -22.7%
231 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,632.0 $792K 0.05% +180.0 +7.3% $301.03 -21.6%
232 CDNS CADENCE DESIGN SYSTEM INC Technology 2,103.0 $789K 0.05% +180.0 +9.4% $375.32 -15.8%
233 HSY HERSHEY CO Consumer Defensive 4,481.0 $786K 0.05% +3K +239.7% $175.45 +8.3%
234 SBUX STARBUCKS CORP Consumer Cyclical 7,578.0 $774K 0.05% -973.0 -11.4% $102.19 +5.2%
235 MCO MOODYS CORP Financial Services 1,708.0 $774K 0.05% +411.0 +31.7% $452.92 +12.9%
236 NET CLOUDFLARE INC Technology 3,062.0 $751K 0.05% +1K +91.1% $245.28 +14.3%
237 KVUE KENVUE INC Consumer Defensive 39,100.0 $747K 0.05% +8K +25.9% $19.11 +1.7%
238 H HYATT HOTELS CORP Consumer Cyclical 3,797.0 $736K 0.04% -724.0 -16.0% $193.84 -7.1%
239 ESTC ELASTIC N V Technology 12,888.0 $735K 0.04% $57.02 +46.0%
240 NOW SERVICENOW INC Technology 7,368.0 $731K 0.04% $99.28 +29.0%
Page 12 of 25  ·  498 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%