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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 15 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 INTU INTUIT Technology 387.0 $264K 0.01% NEW $682.91 -55.4%
282 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,020.0 $264K 0.01% NEW $258.36 -14.6%
283 VGK VANGUARD INTL EQUITY INDEX F 3,253.0 $260K 0.01% NEW $79.79 +12.2%
284 IAG IAMGOLD CORP Basic Materials 20,000.0 $259K 0.01% NEW $12.93 +33.8%
285 XLF SELECT SECTOR SPDR TR 4,655.0 $251K 0.01% NEW $53.87 -3.7%
286 VBK VANGUARD INDEX FDS 829.0 $247K 0.01% NEW $297.62 +18.5%
287 SEZL SEZZLE INC Financial Services 3,078.0 $245K 0.01% NEW $79.53 +38.3%
288 SPYM SPDR SERIES TRUST 3,056.0 $239K 0.01% NEW $78.34 +12.8%
289 TTE TOTALENERGIES SE Energy 3,995.0 $238K 0.01% NEW $59.68 +50.9%
290 SHM SPDR SERIES TRUST 4,909.0 $237K 0.01% NEW $48.22 -0.9%
291 UNH UNITEDHEALTH GROUP INC Healthcare 681.0 $235K 0.01% NEW $345.30 +9.1%
292 USB US BANCORP DEL Financial Services 4,858.0 $235K 0.01% NEW $48.33 +14.2%
293 MMM 3M CO Industrials 1,500.0 $233K 0.01% NEW $155.18 -0.7%
294 TRV TRAVELERS COMPANIES INC Financial Services 804.0 $224K 0.01% NEW $279.13 +9.2%
295 IEFA ISHARES TR 2,566.0 $224K 0.01% NEW $87.29 +12.6%
296 TEL TE CONNECTIVITY PLC Technology 1,017.0 $223K 0.01% NEW $219.53 -5.0%
297 VOOG VANGUARD ADMIRAL FDS INC 508.0 $221K 0.01% NEW $435.46 -80.9%
298 CPT CAMDEN PPTY TR Real Estate 2,046.0 $218K 0.01% NEW $106.78 +0.9%
299 BHE BENCHMARK ELECTRS INC Technology 5,625.0 $217K 0.01% NEW $38.55 +130.9%
300 AEP AMERICAN ELEC PWR CO INC Utilities 1,892.0 $213K 0.01% NEW $112.47 +16.4%
Page 15 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%