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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 20 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WDAY WORKDAY INC Technology 1,453.0 $178K 0.01% +346.0 +31.3% $122.42 +62.7%
382 PHM PULTE GROUP INC Consumer Cyclical 1,284.0 $176K 0.01% -1K -48.9% $137.21 -5.5%
383 FISV FISERV INC Technology 3,573.0 $175K 0.01% +839.0 +30.7% $49.05 +8.0%
384 RDDT REDDIT INC Communication Services 988.0 $171K 0.01% NEW $173.58 -12.0%
385 INGERSOLL RAND INC 2,082.0 $171K 0.01% +835.0 +67.0% $81.99
386 ALLY ALLY FINL INC Financial Services 3,677.0 $169K 0.01% -68.0 -1.8% $45.95 -7.6%
387 FICO FAIR ISAAC CORP Technology 141.0 $168K 0.01% +45.0 +46.9% $1194.78 -2.4%
388 VSNT VERSANT MEDIA GROUP INC Industrials 4,643.0 $167K 0.01% +4K +507.7% $36.01 +9.2%
389 AMP AMERIPRISE FINL INC Financial Services 360.0 $165K 0.01% +70.0 +24.1% $458.76 +22.3%
390 WMB WILLIAMS COS INC Energy 2,220.0 $165K 0.01% -41.0 -1.8% $74.34 -4.5%
391 ON ON SEMICONDUCTOR CORP Technology 1,742.0 $165K 0.01% -524.0 -23.1% $94.54 -23.9%
392 MO ALTRIA GROUP INC Consumer Defensive 2,288.0 $165K 0.01% -19K -89.5% $71.95 -4.8%
393 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 428.0 $163K 0.01% -4.0 -0.9% $380.37 -32.3%
394 YUMC YUM CHINA HLDGS INC Consumer Cyclical 3,969.0 $162K 0.01% -74.0 -1.8% $40.87 +19.7%
395 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,013.0 $159K 0.01% NEW $52.65 +23.8%
396 URI UNITED RENTALS INC Industrials 140.0 $159K 0.01% -121.0 -46.4% $1132.89 -4.4%
397 HDB HDFC BANK LTD Financial Services 6,120.0 $158K 0.01% -113.0 -1.8% $25.83 -8.9%
398 FIS FIDELITY NATL INFORMATION SV Technology 4,027.0 $157K 0.01% $38.88 +6.5%
399 PNR PENTAIR PLC Industrials 2,007.0 $154K 0.01% +483.0 +31.7% $76.66 -17.4%
400 HBAN HUNTINGTON BANCSHARES INC Financial Services 8,478.0 $150K 0.01% $17.73 -3.9%
Page 20 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%