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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 12 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MDLZ MONDELEZ INTL INC Consumer Defensive 9,358.0 $585K 0.03% NEW $62.47 -0.4%
222 IUSG ISHARES TR 3,526.0 $580K 0.03% NEW $164.54 +14.8%
223 CW CURTISS WRIGHT CORP Industrials 1,051.0 $571K 0.03% NEW $543.02 +36.8%
224 AVUS AMERICAN CENTY ETF TR 5,166.0 $562K 0.02% NEW $108.70 +16.9%
225 VSGX VANGUARD WORLD FD 7,986.0 $554K 0.02% NEW $69.37 +18.1%
226 PSA PUBLIC STORAGE OPER CO Real Estate 1,844.0 $533K 0.02% NEW $288.85 +6.2%
227 IXUS ISHARES TR 6,430.0 $531K 0.02% NEW $82.57 +16.9%
228 IRM IRON MTN INC DEL Real Estate 4,969.0 $507K 0.02% NEW $101.94 +24.6%
229 DE DEERE & CO Industrials 1,089.0 $498K 0.02% NEW $457.13 +15.8%
230 TRGP TARGA RES CORP Energy 2,956.0 $495K 0.02% NEW $167.54 +57.4%
231 SBUX STARBUCKS CORP Consumer Cyclical 5,747.0 $486K 0.02% NEW $84.60 +20.7%
232 LIN LINDE PLC Basic Materials 999.0 $475K 0.02% NEW $475.00 +6.9%
233 WES WESTERN MIDSTREAM PARTNERS L Energy 12,068.0 $474K 0.02% NEW $39.29 +13.2%
234 FTEC FIDELITY COVINGTON TRUST 2,080.0 $462K 0.02% NEW $222.17 +26.2%
235 BSV VANGUARD BD INDEX FDS 5,709.0 $451K 0.02% NEW $78.92 -1.1%
236 IWV ISHARES TR 1,187.0 $450K 0.02% NEW $378.97 +12.3%
237 D DOMINION ENERGY INC Utilities 7,347.0 $449K 0.02% NEW $61.17 +9.9%
238 CB CHUBB LIMITED Financial Services 1,562.0 $441K 0.02% NEW $282.25 +13.6%
239 HRL HORMEL FOODS CORP Consumer Defensive 17,111.0 $423K 0.02% NEW $24.74 -15.3%
240 SPGI S&P GLOBAL INC Financial Services 860.0 $418K 0.02% NEW $486.44 -14.5%
Page 12 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%