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Portfolio (Quarterly) Guide ↗

Linscomb Wealth, Inc.

· CIK 0001313294
13F Portfolio $2.4B AUM 305 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 84 Added 124 Reduced 14 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BK BANK NEW YORK MELLON CORP Financial Services 3,240.0 $376K 0.02% +80.0 +2.5% $116.09 +21.5%
82 SCZ ISHARES TR 3,724.0 $289K 0.01% +245.0 +7.0% $77.53 +11.4%
83 MMM 3M CO Industrials 1,513.0 $242K 0.01% +13.0 +0.9% $160.10 -3.8%
84 MUB ISHARES TR 2,127.0 $228K 0.01% +226.0 +11.9% $107.11 -0.4%
Page 5 of 5  ·  84 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 25.4%
Financial Services 17.1%
Healthcare 11.7%
Energy 11.3%
Industrials 10.6%
Consumer Cyclical 7.4%
Communication Services 5.2%
Consumer Defensive 4.8%
Utilities 2.7%
Real Estate 1.9%