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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 13 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IESC IES HLDGS INC Industrials 1,000.0 $389K 0.02% $389.02 +79.1%
242 LIN LINDE PLC Basic Materials 909.0 $388K 0.02% -90.0 -9.0% $426.39 +20.8%
243 STRV EA SERIES TRUST 8,690.0 $383K 0.02% $44.09 +9.6%
244 LNT ALLIANT ENERGY CORP Utilities 5,880.0 $382K 0.02% $65.01 +13.3%
245 VGT VANGUARD WORLD FD 505.0 $381K 0.02% $753.56 -84.3%
246 BK BANK NEW YORK MELLON CORP Financial Services 3,240.0 $376K 0.02% +80.0 +2.5% $116.09 +21.5%
247 MGK VANGUARD WORLD FD 911.0 $376K 0.02% NEW $412.64 -78.3%
248 J P MORGAN EXCHANGE TRADED F 7,397.0 $374K 0.02% $50.59
249 ELAN ELANCO ANIMAL HEALTH INC Healthcare 16,398.0 $371K 0.02% $22.63 +0.8%
250 IJK ISHARES TR 3,794.0 $368K 0.01% $96.87 +17.8%
251 DE DEERE & CO Industrials 787.0 $366K 0.01% -302.0 -27.7% $465.38 +13.7%
252 TDY TELEDYNE TECHNOLOGIES INC Technology 695.0 $355K 0.01% $510.73 +23.0%
253 D DOMINION ENERGY INC Utilities 5,956.0 $349K 0.01% -1K -18.9% $58.59 +14.8%
254 FDMO FIDELITY COVINGTON TRUST 4,000.0 $336K 0.01% $83.96 +13.9%
255 IAG IAMGOLD CORP Basic Materials 20,000.0 $330K 0.01% $16.49 +4.9%
256 TGT TARGET CORP Consumer Defensive 3,312.0 $324K 0.01% -539.0 -14.0% $97.76 +28.3%
257 IWN ISHARES TR 1,785.0 $323K 0.01% $181.21 +18.5%
258 AON AON PLC Financial Services 912.0 $322K 0.01% $352.88 -9.5%
259 SAP SAP SE Technology 1,318.0 $320K 0.01% $242.91 -27.9%
260 CEG CONSTELLATION ENERGY CORP Utilities 894.0 $316K 0.01% -10.0 -1.1% $353.32 -14.6%
Page 13 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%