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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 12 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MOO VANECK ETF TRUST 7,400.0 $539K 0.02% -1K -13.9% $72.79 +10.1%
222 TRGP TARGA RES CORP Energy 2,818.0 $520K 0.02% -138.0 -4.7% $184.50 +46.3%
223 STEL STELLAR BANCORP INC Financial Services 16,712.0 $517K 0.02% -6K -26.4% $30.94 +21.8%
224 CALUMET INC 25,889.0 $514K 0.02% -30K -53.7% $19.87
225 CMCSA COMCAST CORP NEW Communication Services 16,997.0 $508K 0.02% -10K -36.2% $29.89 -15.9%
226 CB CHUBB LIMITED Financial Services 1,554.0 $485K 0.02% -8.0 -0.5% $312.12 +4.3%
227 XLK SELECT SECTOR SPDR TR 3,364.0 $484K 0.02% NEW $143.98 +28.7%
228 WES WESTERN MIDSTREAM PARTNERS L Energy 12,068.0 $477K 0.02% $39.50 +16.5%
229 FTEC FIDELITY COVINGTON TRUST 2,080.0 $467K 0.02% $224.67 +25.5%
230 DD DUPONT DE NEMOURS INC Basic Materials 11,416.0 $459K 0.02% -1K -9.4% $40.20 +23.0%
231 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,620.0 $446K 0.02% -39.0 -2.4% $275.39 +207.1%
232 SBUX STARBUCKS CORP Consumer Cyclical 5,264.0 $443K 0.02% -483.0 -8.4% $84.20 +20.4%
233 PSA PUBLIC STORAGE OPER CO Real Estate 1,692.0 $439K 0.02% -152.0 -8.2% $259.50 +17.3%
234 BSV VANGUARD BD INDEX FDS 5,552.0 $438K 0.02% -157.0 -2.8% $78.82 -1.1%
235 LUV SOUTHWEST AIRLS CO Industrials 10,523.0 $435K 0.02% -383.0 -3.5% $41.33 +2.3%
236 IWV ISHARES TR 1,062.0 $411K 0.02% -125.0 -10.5% $386.89 +10.0%
237 HRL HORMEL FOODS CORP Consumer Defensive 17,111.0 $406K 0.02% $23.70 -11.9%
238 IRM IRON MTN INC DEL Real Estate 4,757.0 $395K 0.02% -212.0 -4.3% $82.95 +54.8%
239 MDLZ MONDELEZ INTL INC Consumer Defensive 7,236.0 $390K 0.02% -2K -22.7% $53.83 +13.8%
240 NFLX NETFLIX INC Communication Services 4,150.0 $389K 0.02% +4K +667.1% $93.76 -6.5%
Page 12 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%