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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 3 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 253,485.0 $7.1M 0.49% -5K -1.8% $28.08 -8.3%
42 DE DEERE & CO Industrials 12,033.0 $6.8M 0.47% +5K +73.8% $563.30 -6.4%
43 EXPE EXPEDIA GROUP INC Consumer Cyclical 29,141.0 $6.7M 0.47% +19K +193.7% $230.89 -4.1%
44 BK BANK NEW YORK MELLON CORP Financial Services 56,617.0 $6.7M 0.47% -897.0 -1.6% $118.63 +19.0%
45 USB US BANCORP Financial Services 128,101.0 $6.7M 0.46% +43K +50.0% $52.01 +5.7%
46 ITW ILLINOIS TOOL WKS INC Industrials 25,388.0 $6.6M 0.46% +748.0 +3.0% $260.29 -3.7%
47 ES EVERSOURCE ENERGY Utilities 93,977.0 $6.5M 0.45% -15K -13.9% $69.28 +1.1%
48 DELL DELL TECHNOLOGIES INC Technology 39,626.0 $6.5M 0.45% -948.0 -2.3% $164.13 +86.3%
49 EXR EXTRA SPACE STORAGE INC Real Estate 48,456.0 $6.4M 0.44% -530.0 -1.1% $131.13 +9.7%
50 QCOM QUALCOMM INC Technology 49,086.0 $6.3M 0.44% -1K -2.9% $128.78 +91.4%
51 CEG CONSTELLATION ENERGY CORP Utilities 22,574.0 $6.3M 0.44% +14K +152.7% $279.25 +9.1%
52 AMD ADVANCED MICRO DEVICES INC Technology 30,673.0 $6.2M 0.43% -7K -19.6% $203.43 +144.9%
53 EBAY EBAY INC. Consumer Cyclical 68,350.0 $6.2M 0.43% -780.0 -1.1% $91.02 +26.5%
54 NEE NEXTERA ENERGY INC Utilities 65,399.0 $6.1M 0.42% $92.88 -5.2%
55 AFL AFLAC INC Financial Services 54,599.0 $6.0M 0.42% +13K +31.9% $109.71 +6.3%
56 CL COLGATE PALMOLIVE CO Consumer Defensive 69,337.0 $5.9M 0.41% -2K -2.6% $85.23 +6.0%
57 HCA HCA HEALTHCARE INC Healthcare 12,252.0 $5.8M 0.40% $473.24 -17.2%
58 CENCORA INC 18,230.0 $5.7M 0.40% -275.0 -1.5% $314.14
59 FOXA FOX CORP Communication Services 97,442.0 $5.7M 0.40% +14K +16.1% $58.40 +11.4%
60 STT STATE STR CORP Financial Services 44,295.0 $5.6M 0.39% $126.56 +24.9%
Page 3 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%