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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 14 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VNQ VANGUARD INDEX FDS 3,467.0 $307K 0.01% -276.0 -7.4% $88.49 +9.8%
262 SLB SLB LIMITED Energy 7,932.0 $304K 0.01% -1K -11.8% $38.38 +51.1%
263 SPDW SPDR INDEX SHS FDS 6,805.0 $302K 0.01% $44.41 +15.2%
264 DFAT DIMENSIONAL ETF TRUST 5,020.0 $299K 0.01% $59.54 +13.5%
265 ITOT ISHARES TR 1,966.0 $292K 0.01% $148.72 +10.4%
266 BA BOEING CO Industrials 1,336.0 $290K 0.01% -64.0 -4.6% $217.16 +0.8%
267 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 951.0 $289K 0.01% -31.0 -3.2% $303.89 +35.7%
268 SCZ ISHARES TR 3,724.0 $289K 0.01% +245.0 +7.0% $77.53 +11.4%
269 ESML ISHARES TR 6,137.0 $282K 0.01% $45.98 +15.3%
270 JCPB J P MORGAN EXCHANGE TRADED F 5,847.0 $277K 0.01% -238.0 -3.9% $47.35 -1.2%
271 VGK VANGUARD INTL EQUITY INDEX F 3,253.0 $272K 0.01% $83.60 +7.1%
272 INTERNATIONAL BANCSHARES COR 4,077.0 $271K 0.01% $66.44
273 PAYX PAYCHEX INC Industrials 2,400.0 $269K 0.01% -3K -55.1% $112.18 -15.5%
274 MINT PIMCO ETF TR 2,666.0 $268K 0.01% $100.34 +0.3%
275 NOC NORTHROP GRUMMAN CORP Industrials 468.0 $267K 0.01% -4.0 -0.8% $570.54 -2.4%
276 ICF ISHARES TR 4,410.0 $263K 0.01% $59.67 +14.9%
277 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,000.0 $256K 0.01% -20.0 -2.0% $256.03 -13.8%
278 SLV ISHARES SILVER TR Financial Services 3,972.0 $256K 0.01% NEW $64.42 +8.2%
279 QEFA SPDR INDEX SHS FDS 2,784.0 $252K 0.01% NEW $90.67 +8.5%
280 INTU INTUIT Technology 379.0 $251K 0.01% -8.0 -2.1% $662.42 -54.1%
Page 14 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%