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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 15 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FCX FREEPORT MCMORAN INC Basic Materials 7,073.0 $445K 0.03% NEW $62.89 +23.7%
282 PRU PRUDENTIAL FINL INC Financial Services 4,115.0 $444K 0.03% -1K -23.6% $107.93 +13.7%
283 CHWY CHEWY INC Consumer Cyclical 22,474.0 $442K 0.03% +7K +46.9% $19.65 +24.7%
284 MEDP MEDPACE HLDGS INC Healthcare 826.0 $437K 0.03% +363.0 +78.4% $529.59 +17.1%
285 CTVA CORTEVA INC Basic Materials 5,159.0 $437K 0.03% -4K -45.2% $84.69 -2.2%
286 HUBS HUBSPOT INC Technology 2,387.0 $436K 0.03% +974.0 +68.9% $182.51 +33.8%
287 PBF PBF ENERGY INC Energy 9,308.0 $424K 0.03% NEW $45.52 +52.7%
288 EW EDWARDS LIFESCIENCES CORP Healthcare 4,557.0 $412K 0.03% -182.0 -3.8% $90.46 +0.0%
289 NKE NIKE INC Consumer Cyclical 10,031.0 $412K 0.03% -1K -9.1% $41.05 -0.7%
290 CSX CSX CORP Industrials 8,649.0 $411K 0.03% -11K -55.7% $47.53 +8.2%
291 IT GARTNER INC Technology 3,156.0 $409K 0.03% +2K +113.2% $129.62 +56.4%
292 ALL ALLSTATE CORP Financial Services 1,699.0 $404K 0.03% -550.0 -24.5% $237.94 +9.4%
293 BIIB BIOGEN INC Healthcare 1,843.0 $398K 0.03% $216.06 +1.0%
294 IDXX IDEXX LABS INC Healthcare 746.0 $393K 0.02% $526.44 +6.3%
295 HOOD ROBINHOOD MKTS INC Financial Services 3,915.0 $393K 0.02% +790.0 +25.3% $100.28 +3.3%
296 NWSA NEWS CORP NEW Communication Services 15,800.0 $392K 0.02% $24.83 +23.9%
297 TDG TRANSDIGM GROUP INC Industrials 293.0 $390K 0.02% NEW $1332.04 -10.0%
298 LOW LOWES COS INC Consumer Cyclical 1,769.0 $390K 0.02% -2K -47.5% $220.49 -1.6%
299 BA BOEING CO Industrials 1,801.0 $390K 0.02% NEW $216.47 -2.8%
300 DAL DELTA AIR LINES INC Industrials 4,039.0 $378K 0.02% -7K -64.6% $93.66 -11.9%
Page 15 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%