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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 10 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BND VANGUARD BD INDEX FDS 12,229.0 $906K 0.04% -3K -19.6% $74.07 -1.1%
182 KKR KKR & CO INC Financial Services 7,000.0 $892K 0.04% $127.48 -26.3%
183 GILD GILEAD SCIENCES INC Healthcare 7,195.0 $883K 0.04% -182.0 -2.5% $122.74 +9.3%
184 CAT CATERPILLAR INC Industrials 1,533.0 $878K 0.04% -31.0 -2.0% $572.87 +58.5%
185 IWS ISHARES TR 6,171.0 $870K 0.04% $141.05 +13.4%
186 WFC WELLS FARGO CO NEW Financial Services 9,336.0 $870K 0.04% -1K -10.5% $93.20 -18.9%
187 TFI SPDR SERIES TRUST 18,686.0 $854K 0.04% -2K -7.9% $45.71 -0.6%
188 MPLX MPLX LP Energy 15,948.0 $851K 0.04% $53.37 +5.7%
189 VTV VANGUARD INDEX FDS 4,322.0 $825K 0.04% -107.0 -2.4% $190.99 +10.8%
190 SUB ISHARES TR 7,624.0 $813K 0.03% -603.0 -7.3% $106.70 -0.3%
191 ETN EATON CORP PLC Industrials 2,543.0 $810K 0.03% +21.0 +0.8% $318.51 +27.0%
192 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,098.0 $797K 0.03% -459.0 -12.9% $257.24 -15.4%
193 FAST FASTENAL CO Industrials 19,349.0 $776K 0.03% $40.13 +11.2%
194 SUN SUNOCO LP/SUNOCO FIN CORP Energy 14,740.0 $773K 0.03% $52.41 +28.6%
195 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,333.0 $772K 0.03% $579.37 -22.4%
196 T AT&T INC Communication Services 31,089.0 $772K 0.03% -2K -5.0% $24.84 +0.7%
197 RSG REPUBLIC SVCS INC Industrials 3,592.0 $761K 0.03% -500.0 -12.2% $211.93 -3.1%
198 MO ALTRIA GROUP INC Consumer Defensive 13,198.0 $761K 0.03% -70.0 -0.5% $57.66 +25.6%
199 ALL ALLSTATE CORP Financial Services 3,652.0 $760K 0.03% -128.0 -3.4% $208.16 +0.9%
200 IWM ISHARES TR 3,054.0 $752K 0.03% -99.0 -3.1% $246.17 +18.2%
Page 10 of 16  ·  305 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%