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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 2 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLK BLACKROCK INC Financial Services 13,755.0 $16.0M 0.69% NEW $1165.88 -7.6%
22 BAC BANK AMERICA CORP Financial Services 310,151.0 $16.0M 0.69% NEW $51.59 +1.2%
23 AVIV AMERICAN CENTY ETF TR 232,249.0 $15.7M 0.68% NEW $67.44 +18.8%
24 QCOM QUALCOMM INC Technology 87,767.0 $14.6M 0.63% NEW $166.36 +49.6%
25 ABT ABBOTT LABS Healthcare 107,211.0 $14.4M 0.62% NEW $133.94 -35.3%
26 C CITIGROUP INC Financial Services 141,205.0 $14.3M 0.62% NEW $101.50 +25.0%
27 JNJ JOHNSON & JOHNSON Healthcare 76,596.0 $14.2M 0.61% NEW $185.42 +24.1%
28 V VISA INC Financial Services 41,293.0 $14.1M 0.61% NEW $341.38 -4.4%
29 TCHP T ROWE PRICE ETF INC 281,655.0 $13.8M 0.59% NEW $48.88 +6.0%
30 FBND FIDELITY MERRIMACK STR TR 296,818.0 $13.7M 0.59% NEW $46.24 -1.5%
31 GOOGL ALPHABET INC Communication Services 56,068.0 $13.6M 0.59% NEW $243.10 +60.0%
32 VXF VANGUARD INDEX FDS 64,834.0 $13.6M 0.58% NEW $209.34 +12.0%
33 GOOG ALPHABET INC Communication Services 54,348.0 $13.2M 0.57% NEW $243.55 +58.0%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 81,297.0 $13.2M 0.57% NEW $162.20 +11.9%
35 DEM WISDOMTREE TR 283,026.0 $13.0M 0.56% NEW $45.99 +20.4%
36 ORCL ORACLE CORP Technology 46,236.0 $13.0M 0.56% NEW $281.24 -31.4%
37 CSCO CISCO SYS INC Technology 189,317.0 $13.0M 0.56% NEW $68.42 +72.9%
38 CVX CHEVRON CORP NEW Energy 83,242.0 $12.9M 0.56% NEW $155.29 +18.9%
39 META META PLATFORMS INC Communication Services 17,216.0 $12.6M 0.55% NEW $734.36 -16.6%
40 NSC NORFOLK SOUTHN CORP Industrials 41,878.0 $12.6M 0.54% NEW $300.41 +6.6%
Page 2 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%