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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 5 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GIS GENERAL MLS INC Consumer Defensive 125,790.0 $6.3M 0.27% NEW $50.42 -34.2%
82 IWD ISHARES TR 31,053.0 $6.3M 0.27% NEW $203.59 +17.0%
83 SYK STRYKER CORPORATION Healthcare 16,478.0 $6.1M 0.26% NEW $369.66 -15.3%
84 FIS FIDELITY NATL INFORMATION SV Technology 92,303.0 $6.1M 0.26% NEW $65.94 -36.0%
85 AWK AMERICAN WTR WKS CO INC NEW Utilities 43,570.0 $6.1M 0.26% NEW $139.19 -11.0%
86 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,119.0 $6.0M 0.26% NEW $5401.16 -97.0%
87 APD AIR PRODS & CHEMS INC Basic Materials 21,865.0 $6.0M 0.26% NEW $272.71 +6.2%
88 COST COSTCO WHSL CORP NEW Consumer Defensive 6,433.0 $6.0M 0.26% NEW $925.70 +8.3%
89 DGRS WISDOMTREE TR 118,078.0 $5.9M 0.25% NEW $49.98 +13.3%
90 CCI CROWN CASTLE INC Real Estate 61,113.0 $5.9M 0.25% NEW $96.49 -6.1%
91 NKE NIKE INC Consumer Cyclical 83,861.0 $5.8M 0.25% NEW $69.73 -35.6%
92 COF CAPITAL ONE FINL CORP Financial Services 27,051.0 $5.8M 0.25% NEW $212.58 -12.3%
93 CTVA CORTEVA INC Basic Materials 83,266.0 $5.6M 0.24% NEW $67.63 +16.9%
94 LNG CHENIERE ENERGY INC Energy 23,369.0 $5.5M 0.24% NEW $234.98 -0.4%
95 JHMM JOHN HANCOCK EXCHANGE TRADED 84,063.0 $5.4M 0.23% NEW $64.69 +13.3%
96 QQQ INVESCO QQQ TR Financial Services 8,826.0 $5.3M 0.23% NEW $600.38 +21.6%
97 VXUS VANGUARD STAR FDS 72,090.0 $5.3M 0.23% NEW $73.46 +17.2%
98 LOW LOWES COS INC Consumer Cyclical 19,893.0 $5.0M 0.21% NEW $251.31 -15.6%
99 GD GENERAL DYNAMICS CORP Industrials 14,234.0 $4.9M 0.21% NEW $340.99 +1.1%
100 EMR EMERSON ELEC CO Industrials 36,886.0 $4.8M 0.21% NEW $131.18 +7.5%
Page 5 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%