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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 6 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VONG VANGUARD SCOTTSDALE FDS 39,803.0 $4.8M 0.21% NEW $120.50 +7.2%
102 IWB ISHARES TR 12,985.0 $4.7M 0.20% NEW $365.49 +12.0%
103 J P MORGAN EXCHANGE TRADED F 73,549.0 $4.6M 0.20% NEW $62.91
104 UPS UNITED PARCEL SERVICE INC Industrials 54,595.0 $4.6M 0.20% NEW $83.53 +23.9%
105 GSSC GOLDMAN SACHS ETF TR 60,615.0 $4.5M 0.20% NEW $74.89 +15.1%
106 CME CME GROUP INC Financial Services 16,374.0 $4.4M 0.19% NEW $270.19 +3.9%
107 LH LABCORP HOLDINGS INC Healthcare 15,376.0 $4.4M 0.19% NEW $287.07 -8.1%
108 UNP UNION PAC CORP Industrials 18,468.0 $4.4M 0.19% NEW $236.36 +16.3%
109 OXY OCCIDENTAL PETE CORP Energy 91,865.0 $4.3M 0.19% NEW $47.25 +18.7%
110 SCHG SCHWAB STRATEGIC TR 134,723.0 $4.3M 0.18% NEW $31.91 +8.1%
111 DFAE DIMENSIONAL ETF TRUST 135,923.0 $4.3M 0.18% NEW $31.53 +28.1%
112 SCHW SCHWAB CHARLES CORP Financial Services 44,228.0 $4.2M 0.18% NEW $95.47 -9.4%
113 YUM YUM BRANDS INC Consumer Cyclical 27,242.0 $4.1M 0.18% NEW $152.00 +0.4%
114 GE GE AEROSPACE Industrials 13,736.0 $4.1M 0.18% NEW $300.82 +4.5%
115 DLN WISDOMTREE TR 46,959.0 $4.1M 0.18% NEW $87.03 +10.3%
116 CRM SALESFORCE INC Technology 17,188.0 $4.1M 0.17% NEW $237.00 -23.1%
117 PHO INVESCO EXCHANGE TRADED FD T 55,887.0 $4.0M 0.17% NEW $72.11 -7.8%
118 VEEV VEEVA SYS INC Healthcare 12,906.0 $3.8M 0.17% NEW $297.91 -45.8%
119 NOW SERVICENOW INC Technology 3,907.0 $3.6M 0.15% NEW $920.28 -88.9%
120 ECL ECOLAB INC Basic Materials 13,057.0 $3.6M 0.15% NEW $273.86 -4.8%
Page 6 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%