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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 14 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AON AON PLC Financial Services 912.0 $325K 0.01% NEW $356.58 -10.3%
262 MAIN MAIN STR CAP CORP Financial Services 5,000.0 $318K 0.01% NEW $63.59 -19.1%
263 IWN ISHARES TR 1,785.0 $316K 0.01% NEW $176.81 +21.7%
264 SLB SCHLUMBERGER LTD Energy 8,990.0 $309K 0.01% NEW $34.37 +63.0%
265 SPOT SPOTIFY TECHNOLOGY S A Communication Services 437.0 $305K 0.01% NEW $698.00 -25.2%
266 BA BOEING CO Industrials 1,400.0 $302K 0.01% NEW $215.87 +3.1%
267 CEG CONSTELLATION ENERGY CORP Utilities 904.0 $298K 0.01% NEW $329.12 -11.9%
268 DFAT DIMENSIONAL ETF TRUST 5,020.0 $292K 0.01% NEW $58.21 +16.4%
269 SPDW SPDR INDEX SHS FDS 6,805.0 $291K 0.01% NEW $42.79 +18.9%
270 JCPB J P MORGAN EXCHANGE TRADED F 6,085.0 $289K 0.01% NEW $47.55 -1.5%
271 NOC NORTHROP GRUMMAN CORP Industrials 472.0 $288K 0.01% NEW $609.67 -9.5%
272 ITOT ISHARES TR 1,966.0 $286K 0.01% NEW $145.68 +12.5%
273 SHOP SHOPIFY INC Technology 1,918.0 $285K 0.01% NEW $148.61 -27.5%
274 INTERNATIONAL BANCSHARES COR 4,077.0 $280K 0.01% NEW $68.75
275 ESML ISHARES TR 6,137.0 $277K 0.01% NEW $45.08 +17.9%
276 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 854.0 $276K 0.01% NEW $323.41 -14.1%
277 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 982.0 $274K 0.01% NEW $279.29 +49.7%
278 ICF ISHARES TR 4,410.0 $272K 0.01% NEW $61.62 +11.7%
279 MINT PIMCO ETF TR 2,661.0 $268K 0.01% NEW $100.69 +0.0%
280 SCZ ISHARES TR 3,479.0 $267K 0.01% NEW $76.73 +12.4%
Page 14 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%