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Portfolio (Quarterly) Guide ↗

WESTPAC BANKING CORP

· CIK 0000719245
13F Portfolio $1.4B AUM 830 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 92 Added 264 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ISRG INTUITIVE SURGICAL INC Healthcare 4,653 $2.6M 0.17% SOLD
2 DTE DTE ENERGY CO Utilities 10,319 $1.3M 0.08% SOLD
3 AEP AMERICAN ELEC PWR CO INC Utilities 5,919 $683K 0.04% SOLD
4 FCX FREEPORT-MCMORAN INC COMMON STOCK USD 0.1 Basic Materials 6,145 $312K 0.02% SOLD
5 DVN DEVON ENERGY CORP COMMON STOCK USD 0.1 Energy 7,485 $274K 0.02% SOLD
6 CNXC CONCENTRIX CORP COMMON STOCK USD Technology 5,024 $209K 0.01% SOLD
7 TPG TPG INC COMMON STOCK USD Financial Services 3,263 $208K 0.01% SOLD
8 ETN EATON CORP PLC COMMON STOCK USD 0.01 Industrials 469 $149K 0.01% SOLD
9 TYL TYLER TECHNOLOGIES INC COMMON STOCK USD 0.01 Technology 313 $142K 0.01% SOLD
10 LYFT LYFT INC COMMON STOCK USD 0.00001 Technology 6,186 $120K 0.01% SOLD
11 EQNR EQUINOR ASA ADR USD Energy 4,917 $116K 0.01% SOLD
12 INCY INCYTE CORP COMMON STOCK USD 0.001 Healthcare 1,112 $110K 0.01% SOLD
13 FLR FLUOR CORP COMMON STOCK USD 0.01 Industrials 2,330 $92K 0.01% SOLD
14 SNAP SNAP INC COMMON STOCK USD 0.00001 Communication Services 7,836 $63K 0.00% SOLD
Sector Allocation
Technology 35.6%
Financial Services 12.8%
Communication Services 9.8%
Healthcare 9.2%
Real Estate 9.1%
Consumer Cyclical 9.0%
Industrials 5.6%
Consumer Defensive 3.6%
Utilities 3.3%
Basic Materials 1.4%