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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 16 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DOW DOW INC Basic Materials 8,642.0 $202K 0.01% -7K -44.5% $23.38 +50.9%
302 IEFA ISHARES TR 2,251.0 $201K 0.01% -315.0 -12.3% $89.44 +9.9%
303 VENTURE GLOBAL INC 14,550.0 $99K 0.00% NEW $6.82
304 REI RING ENERGY INC Energy 92,272.0 $80K 0.00% NEW $0.87 +51.7%
305 SER SERINA THERAPEUTICS INC Healthcare 18,800.0 $36K 0.00% $1.91 +0.4%
Page 16 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%