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Portfolio (Quarterly) Guide ↗

Linscomb Wealth, Inc.

· CIK 0001313294
13F Portfolio $2.3B AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 307 New
Page 13 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PNC PNC FINL SVCS GROUP INC Financial Services 2,037.0 $409K 0.02% NEW $200.93 +9.7%
242 TDY TELEDYNE TECHNOLOGIES INC Technology 695.0 $407K 0.02% NEW $586.04 +5.8%
243 IESC IES HLDGS INC Industrials 1,000.0 $398K 0.02% NEW $397.65 +72.1%
244 LNT ALLIANT ENERGY CORP Utilities 5,886.0 $397K 0.02% NEW $67.41 +9.4%
245 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,659.0 $392K 0.02% NEW $236.06 +265.6%
246 VGT VANGUARD WORLD FD 504.0 $377K 0.02% NEW $747.03 -84.3%
247 STRV EA SERIES TRUST 8,690.0 $375K 0.02% NEW $43.20 +11.8%
248 J P MORGAN EXCHANGE TRADED F 7,386.0 $375K 0.02% NEW $50.73
249 IJK ISHARES TR 3,794.0 $364K 0.02% NEW $95.88 +18.8%
250 DOW DOW INC Basic Materials 15,563.0 $357K 0.01% NEW $22.93 +49.8%
251 FDIS FIDELITY COVINGTON TRUST 3,455.0 $355K 0.01% NEW $102.87 +1.7%
252 SAP SAP SE Technology 1,318.0 $352K 0.01% NEW $267.21 -34.1%
253 LUV SOUTHWEST AIRLS CO Industrials 10,906.0 $348K 0.01% NEW $31.91 +37.6%
254 TGT TARGET CORP Consumer Defensive 3,851.0 $345K 0.01% NEW $89.71 +42.1%
255 BK BANK NEW YORK MELLON CORP Financial Services 3,160.0 $344K 0.01% NEW $108.96 +29.4%
256 VNQ VANGUARD INDEX FDS 3,743.0 $342K 0.01% NEW $91.42 +6.7%
257 OBNK ORIGIN BANCORP INC Financial Services 9,776.0 $337K 0.01% NEW $34.52 -17.1%
258 FDMO FIDELITY COVINGTON TRUST 4,000.0 $333K 0.01% NEW $83.17 +15.3%
259 ELAN ELANCO ANIMAL HEALTH INC Healthcare 16,348.0 $329K 0.01% NEW $20.14 +15.4%
260 SCHF SCHWAB STRATEGIC TR 14,116.0 $329K 0.01% NEW $23.28 +18.9%
Page 13 of 16  ·  307 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 25.5%
Financial Services 16.9%
Energy 11.2%
Healthcare 11.0%
Industrials 10.6%
Consumer Cyclical 7.8%
Consumer Defensive 5.2%
Communication Services 4.9%
Utilities 2.8%
Basic Materials 2.1%