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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 17 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,453.0 $291K 0.02% NEW $45.11 +16.2%
322 MTD METTLER TOLEDO INTERNATIONAL Healthcare 226.0 $289K 0.02% $1277.51 +9.5%
323 WBD WARNER BROS DISCOVERY INC Communication Services 10,676.0 $285K 0.02% $26.66 +7.7%
324 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,154.0 $283K 0.02% $131.58 +6.3%
325 PM PHILIP MORRIS INTL INC Consumer Defensive 1,564.0 $283K 0.02% -12K -88.1% $180.91 +5.8%
326 TECHNIPFMC PLC 4,256.0 $282K 0.02% -5K -53.1% $66.30
327 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,119.0 $280K 0.02% +334.0 +42.5% $249.98 -6.6%
328 RSG REPUBLIC SVCS INC Industrials 1,309.0 $279K 0.02% $213.08 +4.7%
329 MDLZ MONDELEZ INTL INC Consumer Defensive 4,783.0 $277K 0.02% -6K -57.0% $57.84 +11.9%
330 VIKING HOLDINGS LTD 2,617.0 $274K 0.02% +2K +139.0% $104.67
331 RTX RTX CORPORATION Industrials 1,437.0 $273K 0.02% -132.0 -8.4% $189.73 +10.3%
332 MAR MARRIOTT INTL INC NEW Consumer Cyclical 732.0 $271K 0.02% -108.0 -12.9% $370.59 -2.8%
333 PCAR PACCAR INC Industrials 2,230.0 $268K 0.02% -36.0 -1.6% $120.12 +8.2%
334 DXCM DEXCOM INC Healthcare 3,969.0 $267K 0.02% $67.35 +35.2%
335 GWW WW GRAINGER INC Industrials 196.0 $267K 0.02% -143.0 -42.2% $1360.40 -2.8%
336 NYT NEW YORK TIMES CO MTN BE Communication Services 3,800.0 $266K 0.02% NEW $69.98 -3.6%
337 PYPL PAYPAL HLDGS INC Financial Services 5,971.0 $258K 0.02% -572.0 -8.7% $43.18 +42.8%
338 IQVIA HLDGS INC 1,297.0 $251K 0.01% +266.0 +25.8% $193.22
339 MKTX MARKETAXESS HLDGS INC Financial Services 2,194.0 $249K 0.01% +2K +543.4% $113.49 +43.1%
340 NXPI NXP SEMICONDUCTORS N V Technology 884.0 $248K 0.01% -212.0 -19.3% $281.03 -20.8%
Page 17 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%