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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 11 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWO ISHARES TR 2,319.0 $749K 0.03% $323.01 +17.5%
202 APA APA CORPORATION Energy 29,059.0 $711K 0.03% $24.46 +53.3%
203 IVE ISHARES TR 3,260.0 $691K 0.03% $212.09 +7.4%
204 GWRE GUIDEWIRE SOFTWARE INC Technology 3,406.0 $685K 0.03% -211.0 -5.8% $201.01 -31.7%
205 AJG GALLAGHER ARTHUR J & CO Financial Services 2,617.0 $677K 0.03% $258.79 -21.2%
206 KIM KIMCO RLTY CORP Real Estate 32,708.0 $663K 0.03% -6K -16.4% $20.27 +21.1%
207 PSX PHILLIPS 66 Energy 5,090.0 $657K 0.03% $129.04 +34.7%
208 SPYG SPDR SERIES TRUST 6,143.0 $655K 0.03% $106.70 +12.3%
209 CNP CENTERPOINT ENERGY INC Utilities 16,475.0 $632K 0.03% $38.34 +12.0%
210 OKE ONEOK INC NEW Energy 8,512.0 $626K 0.03% $73.50 +23.0%
211 AVUS AMERICAN CENTY ETF TR 5,566.0 $622K 0.03% +400.0 +7.7% $111.78 +13.6%
212 VTWO VANGUARD SCOTTSDALE FDS 6,189.0 $616K 0.03% -115.0 -1.8% $99.52 +17.9%
213 ENB ENBRIDGE INC Energy 12,452.0 $596K 0.03% +390.0 +3.2% $47.83 +19.2%
214 VB VANGUARD INDEX FDS 2,292.0 $591K 0.03% -446.0 -16.3% $257.96 +13.5%
215 CW CURTISS WRIGHT CORP Industrials 1,043.0 $575K 0.02% -8.0 -0.8% $551.35 +36.2%
216 PLTR PALANTIR TECHNOLOGIES INC Technology 3,201.0 $569K 0.02% -36.0 -1.1% $177.75 -23.2%
217 VSGX VANGUARD WORLD FD 7,751.0 $555K 0.02% -235.0 -2.9% $71.62 +14.7%
218 SO SOUTHERN CO Utilities 6,320.0 $551K 0.02% -2K -23.2% $87.20 +7.9%
219 IUSG ISHARES TR 3,277.0 $550K 0.02% -249.0 -7.1% $167.94 +12.6%
220 IXUS ISHARES TR 6,382.0 $540K 0.02% -48.0 -0.8% $84.63 +14.5%
Page 11 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%