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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 8 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPGI S&P GLOBAL INC Financial Services 5,421.0 $2.2M 0.14% +2K +48.6% $407.26 +6.9%
142 ODFL OLD DOMINION FREIGHT LINE IN Industrials 10,134.0 $2.2M 0.14% -3K -22.8% $216.60 -7.0%
143 CVX CHEVRON CORPORATION Energy 13,121.0 $2.2M 0.13% +11K +623.7% $165.76 +22.5%
144 CVNA CARVANA CO Consumer Cyclical 33,042.0 $2.2M 0.13% +26K +365.3% $65.82 +9.9%
145 XOM EXXON MOBIL CORP Energy 15,895.0 $2.2M 0.13% -3K -17.5% $136.72 +20.0%
146 GM GENERAL MTRS CO Consumer Cyclical 27,436.0 $2.1M 0.13% -6K -18.4% $77.08 +12.8%
147 TDY TELEDYNE TECHNOLOGIES INC Technology 3,162.0 $2.1M 0.13% -3K -49.5% $666.90 -6.3%
148 MS MORGAN STANLEY Financial Services 10,021.0 $2.1M 0.13% -1K -11.0% $209.04 +2.4%
149 TXN TEXAS INSTRS INC Technology 6,982.0 $2.1M 0.13% +3K +71.7% $298.07 -13.1%
150 DIS DISNEY WALT CO Communication Services 21,529.0 $2.1M 0.13% -5K -18.8% $96.25 +14.9%
151 CCI CROWN CASTLE INC Real Estate 27,346.0 $2.1M 0.13% -3K -8.6% $75.73 +0.9%
152 PNC PNC FINL SVCS GROUP INC Financial Services 8,380.0 $2.1M 0.13% -678.0 -7.5% $246.22 -1.0%
153 GEV GE VERNOVA INC Utilities 1,749.0 $2.1M 0.13% $1174.86 -19.8%
154 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,129.0 $2.1M 0.13% -1K -32.4% $965.00 -17.7%
155 GLPI GAMING & LEISURE P Real Estate 45,156.0 $2.0M 0.12% -3K -5.8% $44.53 -1.3%
156 PWR QUANTA SVCS INC Industrials 2,779.0 $2.0M 0.12% -2K -37.7% $720.04 -14.3%
157 PEP PEPSICO INC Consumer Defensive 14,774.0 $2.0M 0.12% -697.0 -4.5% $135.40 +6.8%
158 ADC AGREE RLTY CORP Real Estate 25,768.0 $2.0M 0.12% +4K +20.8% $75.74 -1.5%
159 PLTR PALANTIR TECHNOLOGIES INC Technology 16,296.0 $1.9M 0.12% -458.0 -2.7% $116.67 +50.8%
160 WMT WALMART INC Consumer Defensive 16,289.0 $1.8M 0.11% -24K -59.8% $113.26 -6.0%
Page 8 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%