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Portfolio (Quarterly) Guide ↗

Linscomb Wealth, Inc.

· CIK 0001313294
13F Portfolio $2.4B AUM 305 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 84 Added 124 Reduced 14 Exited
Page 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PHO INVESCO EXCHANGE TRADED FD T 55,553.0 $3.9M 0.16% -334.0 -0.6% $70.41 -6.5%
42 LLY ELI LILLY & CO Healthcare 2,946.0 $3.2M 0.13% -322.0 -9.8% $1074.74 -0.9%
43 VOO VANGUARD INDEX FDS 4,688.0 $2.9M 0.12% -125.0 -2.6% $627.12 +10.0%
44 FFIV F5 INC Technology 10,866.0 $2.8M 0.12% -186.0 -1.7% $255.26 +55.5%
45 VCSH VANGUARD SCOTTSDALE FDS 33,061.0 $2.6M 0.11% -9K -21.2% $79.73 -0.9%
46 VO VANGUARD INDEX FDS 8,751.0 $2.5M 0.11% -171.0 -1.9% $290.23 -72.9%
47 BERKSHIRE HATHAWAY INC DEL 4,936.0 $2.5M 0.10% -69.0 -1.4% $502.60
48 HD HOME DEPOT INC Consumer Cyclical 6,265.0 $2.2M 0.09% -56.0 -0.9% $344.09 -9.8%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 6,839.0 $2.0M 0.09% -71.0 -1.0% $296.22 -15.4%
50 TSLA TESLA INC Consumer Cyclical 4,082.0 $1.8M 0.08% -157.0 -3.7% $449.72 -3.6%
51 PG PROCTER AND GAMBLE CO Consumer Defensive 12,687.0 $1.8M 0.08% -1K -9.5% $143.30 -0.2%
52 KO COCA COLA CO Consumer Defensive 22,984.0 $1.6M 0.07% -520.0 -2.2% $69.91 +15.1%
53 WMT WALMART INC Consumer Defensive 14,077.0 $1.6M 0.07% -78.0 -0.6% $111.41 +8.0%
54 TXN TEXAS INSTRS INC Technology 8,427.0 $1.5M 0.06% -3K -25.3% $173.49 +87.3%
55 IUSB ISHARES TR 31,212.0 $1.5M 0.06% -526.0 -1.7% $46.54 -1.1%
56 SOUTHSTATE BK CORP 15,309.0 $1.4M 0.06% -350.0 -2.2% $94.11
57 IWR ISHARES TR 14,260.0 $1.4M 0.06% -136.0 -0.9% $96.27 +11.0%
58 NUE NUCOR CORP Basic Materials 8,000.0 $1.3M 0.06% -483.0 -5.7% $163.12 +47.3%
59 CSX CSX CORP Industrials 34,801.0 $1.3M 0.05% -4K -9.4% $36.25 +28.6%
60 VUG VANGUARD INDEX FDS 2,557.0 $1.2M 0.05% -399.0 -13.5% $487.86 -81.9%
Page 3 of 7  ·  124 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 25.4%
Financial Services 17.1%
Healthcare 11.7%
Energy 11.3%
Industrials 10.6%
Consumer Cyclical 7.4%
Communication Services 5.2%
Consumer Defensive 4.8%
Utilities 2.7%
Real Estate 1.9%