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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 9 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NUE NUCOR CORP Basic Materials 8,000.0 $1.3M 0.06% -483.0 -5.7% $163.12 +47.3%
162 CSX CSX CORP Industrials 34,801.0 $1.3M 0.05% -4K -9.4% $36.25 +28.6%
163 VUG VANGUARD INDEX FDS 2,557.0 $1.2M 0.05% -399.0 -13.5% $487.86 -81.9%
164 GIS GENERAL MLS INC Consumer Defensive 25,298.0 $1.2M 0.05% -100K -79.9% $46.50 -28.7%
165 BX BLACKSTONE INC Financial Services 6,832.0 $1.1M 0.04% $154.14 -23.4%
166 COP CONOCOPHILLIPS Energy 11,001.0 $1.0M 0.04% $93.61 +24.5%
167 IJR ISHARES TR 8,522.0 $1.0M 0.04% $120.17 +16.2%
168 AXP AMERICAN EXPRESS CO Financial Services 2,754.0 $1.0M 0.04% -39.0 -1.4% $369.95 -16.0%
169 EXP EAGLE MATLS INC Basic Materials 4,923.0 $1.0M 0.04% -4K -44.5% $206.68 -0.1%
170 OEF ISHARES TR 2,953.0 $1.0M 0.04% NEW $342.97 +8.8%
171 GLD SPDR GOLD TR Financial Services 2,501.0 $991K 0.04% +517.0 +26.1% $396.31 +4.5%
172 VLO VALERO ENERGY CORP Energy 5,997.0 $976K 0.04% -33.0 -0.6% $162.78 +48.3%
173 IWP ISHARES TR 7,037.0 $964K 0.04% $136.94 +2.8%
174 MPC MARATHON PETE CORP Energy 5,910.0 $961K 0.04% $162.63 +52.5%
175 DGRO ISHARES TR 13,811.0 $959K 0.04% -2K -12.7% $69.42 +7.5%
176 WM WASTE MGMT INC DEL Industrials 4,348.0 $955K 0.04% $219.71 -0.8%
177 PIO INVESCO EXCH TRADED FD TR II 21,301.0 $940K 0.04% $44.15 +0.1%
178 CADENCE BANK 21,830.0 $935K 0.04% +2K +12.7% $42.84
179 VMC VULCAN MATLS CO Basic Materials 3,230.0 $921K 0.04% $285.22 -5.7%
180 FDL FIRST TR EXCHANGE-TRADED FD 20,540.0 $911K 0.04% $44.34 +13.5%
Page 9 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%