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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 3,075.0 $265K 0.04% +3K +641.0% $86.14 +1.6%
82 HACK AMPLIFY ETF TR 2,366.0 $248K 0.04% NEW $104.91 +6.2%
83 AMGN AMGEN INC Healthcare 677.0 $245K 0.03% NEW $362.49 +21.2%
84 SOXX ISHARES TR 382.0 $245K 0.03% NEW $640.24 -18.8%
85 AFL AFLAC INC Financial Services 2,078.0 $244K 0.03% $117.25 -1.0%
86 QQQ INVESCO QQQ TR Financial Services 327.0 $241K 0.03% NEW $736.94 -3.2%
87 AVSD AMERICAN CENTY ETF TR 2,880.0 $230K 0.03% -600.0 -17.2% $79.88 +3.9%
88 IVW ISHARES TR 1,670.0 $230K 0.03% NEW $137.53 +0.9%
89 NFLX NETFLIX INC. Communication Services 3,110.0 $222K 0.03% $71.40 +11.5%
90 GLW CORNING INC Technology 850.0 $217K 0.03% NEW $255.43 -41.4%
91 DGCB DIMENSIONAL ETF TRUST 3,940.0 $215K 0.03% NEW $54.67 -2.8%
92 HUM HUMANA INC Healthcare 522.0 $207K 0.03% NEW $397.22 -4.6%
93 VGT VANGUARD WORLD FD 1,728.0 $207K 0.03% NEW $119.52 -0.9%
94 BIL SPDR SERIES TRUST 2,188.0 $201K 0.03% NEW $91.64 -0.0%
Page 5 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 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%