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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
Page 14 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WAT WATERS CORP Healthcare 1,864.0 $555K 0.04% +791.0 +73.7% $297.80 +15.0%
262 SHW SHERWIN WILLIAMS CO Basic Materials 1,704.0 $546K 0.04% -256.0 -13.1% $320.55 -2.9%
263 ZTS ZOETIS INC Healthcare 4,580.0 $541K 0.04% -549.0 -10.7% $118.21 -31.2%
264 KVUE KENVUE INC Consumer Defensive 31,063.0 $536K 0.04% +425.0 +1.4% $17.24 +1.5%
265 CDNS CADENCE DESIGN SYSTEM INC Technology 1,923.0 $534K 0.04% -401.0 -17.2% $277.87 +37.4%
266 PRU PRUDENTIAL FINL INC Financial Services 5,390.0 $527K 0.04% +4K +201.8% $97.69 +5.0%
267 PSX PHILLIPS 66 Energy 2,860.0 $521K 0.04% $182.18 -4.6%
268 TEAM ATLASSIAN CORPORATION Technology 7,342.0 $501K 0.04% -10K -56.8% $68.25 +24.4%
269 A AGILENT TECHNOLOGIES INC Healthcare 4,355.0 $496K 0.04% -285.0 -6.1% $113.98 +1.0%
270 GLW CORNING INC Technology 3,582.0 $487K 0.03% -559.0 -13.5% $135.97 +44.3%
271 ASML ASML HLDG NV Technology 364.0 $481K 0.03% -69.0 -15.9% $1320.83 +23.6%
272 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,700.0 $480K 0.03% -461.0 -21.3% $282.37 +26.0%
273 EXPAND ENERGY CORPORATION 4,304.0 $472K 0.03% NEW $109.78
274 O REALTY INCOME CORP Real Estate 7,682.0 $470K 0.03% -1K -12.4% $61.18 +2.1%
275 ALL ALLSTATE CORP Financial Services 2,249.0 $466K 0.03% $207.34 +2.6%
276 ESRT EMPIRE ST RLTY TR INC Real Estate 88,198.0 $459K 0.03% -21K -19.1% $5.20 +7.3%
277 FERG FERGUSON ENTERPRISES INC Industrials 1,964.0 $458K 0.03% -50.0 -2.5% $233.26 -2.6%
278 KDP KEURIG DR PEPPER INC Consumer Defensive 16,573.0 $436K 0.03% -104.0 -0.6% $26.33 +12.2%
279 MMM 3M CO Industrials 2,887.0 $419K 0.03% -472.0 -14.1% $145.23 +6.1%
280 IDXX IDEXX LABS INC Healthcare 746.0 $419K 0.03% -184.0 -19.8% $561.89 -0.8%
Page 14 of 25  ·  495 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 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%