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Portfolio (Quarterly) Guide ↗

Austin Asset Management Co Inc

· CIK 0001902024
13F Portfolio $718M AUM 94 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 34 Added 27 Reduced 2 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NUTX NUTEX HEALTH INC Healthcare 2,523.0 $431K 0.06% -14.0 -0.6% $170.89 +8.7%
22 DFSD DIMENSIONAL ETF TRUST 7,510.0 $359K 0.05% -980.0 -11.5% $47.75 -0.9%
23 HD HOME DEPOT INC Consumer Cyclical 936.0 $330K 0.05% -10.0 -1.1% $352.49 -4.8%
24 JPM JPMORGAN CHASE & CO Financial Services 931.0 $305K 0.04% -24.0 -2.5% $327.33 +7.4%
25 TIP ISHARES TR 2,762.0 $302K 0.04% -4K -61.0% $109.43 -2.1%
26 JNJ JOHNSON & JOHNSON Healthcare 1,111.0 $282K 0.04% -90.0 -7.5% $253.97 +6.4%
27 AVSD AMERICAN CENTY ETF TR 2,880.0 $230K 0.03% -600.0 -17.2% $79.88 +3.9%
Page 2 of 2  ·  27 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 82.8%
Industrials 5.1%
Financial Services 4.9%
Healthcare 2.9%
Consumer Cyclical 2.0%
Communication Services 1.4%
Consumer Defensive 0.5%
Energy 0.5%