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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 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HXL HEXCEL CORP NEW Industrials 4,600.0 $460K 0.06% $100.06 -5.9%
62 NUTX NUTEX HEALTH INC Healthcare 2,523.0 $431K 0.06% -14.0 -0.6% $170.89 +10.3%
63 AVUS AMERICAN CENTY ETF TR 3,299.0 $423K 0.06% +72.0 +2.2% $128.08 +1.4%
64 CAT CATERPILLAR INC Industrials 387.0 $412K 0.06% NEW $1064.66 -23.4%
65 SCHV SCHWAB STRATEGIC TR 11,439.0 $398K 0.06% $34.81 -0.0%
66 AMAT APPLIED MATLS INC Technology 547.0 $395K 0.06% NEW $723.00 -31.4%
67 IEMG ISHARES INC 4,331.0 $359K 0.05% +784.0 +22.1% $82.84 -2.2%
68 DFSD DIMENSIONAL ETF TRUST 7,510.0 $359K 0.05% -980.0 -11.5% $47.75 -0.9%
69 HD HOME DEPOT INC Consumer Cyclical 936.0 $330K 0.05% -10.0 -1.1% $352.49 -5.1%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 344.0 $322K 0.04% NEW $936.19 -0.3%
71 DFSU DIMENSIONAL ETF TRUST 6,785.0 $316K 0.04% $46.63 +2.8%
72 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,375.0 $308K 0.04% NEW $223.95 +24.7%
73 RKLB ROCKET LAB CORP Industrials 3,000.0 $305K 0.04% NEW $101.65 -28.2%
74 JPM JPMORGAN CHASE & CO Financial Services 931.0 $305K 0.04% -24.0 -2.5% $327.33 +7.4%
75 TIP ISHARES TR 2,762.0 $302K 0.04% -4K -61.0% $109.43 -1.7%
76 IEFA ISHARES TR 3,117.0 $301K 0.04% $96.59 +3.5%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 1,030.0 $290K 0.04% +14.0 +1.4% $281.21 -16.9%
78 JNJ JOHNSON & JOHNSON Healthcare 1,111.0 $282K 0.04% -90.0 -7.5% $253.97 +5.3%
79 IWM ISHARES TR 937.0 $281K 0.04% NEW $300.29 -0.9%
80 SCHF SCHWAB STRATEGIC TR 9,699.0 $269K 0.04% NEW $27.70 +1.9%
Page 4 of 5  ·  94 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 81.8%
Industrials 5.1%
Financial Services 4.8%
Healthcare 2.8%
Communication Services 2.6%
Consumer Cyclical 2.0%
Energy 0.5%
Consumer Defensive 0.4%