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Portfolio (Quarterly) Guide ↗

WESTPAC BANKING CORP

· CIK 0000719245
13F Portfolio $1.4B AUM 830 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 92 Added 264 Reduced 14 Exited
Page 24 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DGX QUEST DIAGNOSTICS INC Healthcare 294.0 $58K 0.00% $195.98 -0.9%
462 TTD THE TRADE DESK INC Technology 2,529.0 $57K 0.00% $22.69 +1.5%
463 TTC TORO CO Industrials 611.0 $57K 0.00% NEW $93.44 -2.1%
464 MKTX MARKETAXESS HLDGS INC Financial Services 341.0 $56K 0.00% NEW $164.98 -20.2%
465 KEY KEYCORP Financial Services 2,776.0 $56K 0.00% $20.05 +8.3%
466 GEN GEN DIGITAL INC Technology 2,865.0 $54K 0.00% -145K -98.1% $18.83 +31.3%
467 ROL ROLLINS INC Consumer Cyclical 1,002.0 $54K 0.00% $53.41 -4.5%
468 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 733.0 $53K 0.00% $72.69 +8.5%
469 CMI CUMMINS INC Industrials 98.0 $53K 0.00% -58.0 -37.2% $538.02 +24.3%
470 EQT EQT CORP Energy 820.0 $52K 0.00% -3K -76.7% $63.64 -12.5%
471 DRI DARDEN RESTAURANTS INC Consumer Cyclical 263.0 $52K 0.00% $196.04 +7.0%
472 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 269.0 $51K 0.00% NEW $189.05 +26.4%
473 LNG CHENIERE ENERGY INC Energy 176.0 $50K 0.00% -108.0 -38.0% $283.76 -18.2%
474 SSNC SS&C TECH HLDGS Technology 738.0 $50K 0.00% $67.57 -3.2%
475 CFG CITIZENS FINL GROUP INC Financial Services 824.0 $49K 0.00% -582.0 -41.4% $59.97 +5.8%
476 RF REGIONS FINANCIAL CORP NEW Financial Services 1,891.0 $49K 0.00% $26.12 +8.6%
477 ARES ARES MANAGEMENT CORPORATION Financial Services 442.0 $48K 0.00% $109.10 +15.6%
478 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 765.0 $48K 0.00% NEW $62.64 +27.9%
479 CINF CINCINNATI FINL CORP Financial Services 297.0 $47K 0.00% -253.0 -46.0% $157.35 +4.8%
480 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 511.0 $46K 0.00% $90.11 +15.7%
Page 24 of 25  ·  495 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 35.6%
Financial Services 12.8%
Communication Services 9.8%
Healthcare 9.2%
Real Estate 9.1%
Consumer Cyclical 9.0%
Industrials 5.6%
Consumer Defensive 3.6%
Utilities 3.3%
Basic Materials 1.4%