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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 13 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EA ELECTRONIC ARTS INC Communication Services 3,497.0 $717K 0.04% +174.0 +5.2% $205.04 +2.3%
242 ASML ASML HLDG NV Technology 357.0 $710K 0.04% -7.0 -1.9% $1989.44 -12.5%
243 EXPAND ENERGY CORPORATION 7,752.0 $707K 0.04% +3K +80.1% $91.19
244 ECL ECOLAB INC Basic Materials 2,495.0 $695K 0.04% $278.61 +3.0%
245 EOG EOG RES INC Energy 5,304.0 $688K 0.04% +3K +122.5% $129.73 +15.8%
246 AON AON PLC Financial Services 2,066.0 $685K 0.04% -27.0 -1.3% $331.69 +8.3%
247 PH PARKER-HANNIFIN CORP Industrials 696.0 $681K 0.04% -124.0 -15.1% $978.12 +3.7%
248 DKNG DRAFTKINGS INC NEW Consumer Cyclical 26,481.0 $669K 0.04% -6K -17.7% $25.26 +2.8%
249 RBRK RUBRIK INC. Technology 8,150.0 $654K 0.04% NEW $80.28 +22.1%
250 VLO VALERO ENERGY CORP Energy 2,456.0 $640K 0.04% +2K +168.7% $260.44 +32.9%
251 OXY OCCIDENTAL PETE CORP Energy 12,926.0 $628K 0.04% +9K +232.9% $48.57 +23.8%
252 TWST TWIST BIOSCIENCE CORP Healthcare 6,100.0 $628K 0.04% NEW $102.88 +36.9%
253 SNDK SANDISK CORP Technology 276.0 $628K 0.04% -110.0 -28.5% $2273.73 -34.3%
254 TMUS T-MOBILE US INC Communication Services 3,690.0 $619K 0.04% -1K -23.2% $167.73 +8.9%
255 UPS UNITED PARCEL SVCS INC Industrials 5,675.0 $610K 0.04% -5K -48.6% $107.50 -4.4%
256 WM WASTE MGMT INC DEL Industrials 2,720.0 $606K 0.04% $222.88 +1.6%
257 NSC NORFOLK SOUTHN CORP Industrials 1,920.0 $604K 0.04% -257.0 -11.8% $314.59 +12.2%
258 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,700.0 $595K 0.04% $350.07 -11.3%
259 BDX BECTON DICKINSON & CO Healthcare 3,865.0 $585K 0.04% -520.0 -11.9% $151.33 +26.0%
260 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,501.0 $580K 0.04% -502.0 -25.1% $386.73 +4.1%
Page 13 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%