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Portfolio (Quarterly) Guide ↗

WESTPAC BANKING CORP

· CIK 0000719245
13F Portfolio $1.6B AUM 776 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 456 New
Page 4 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EBAY EBAY INC. Consumer Cyclical 69,130.0 $6.0M 0.38% NEW $87.10 +32.4%
62 EMR EMERSON ELEC CO Industrials 45,308.0 $6.0M 0.38% NEW $132.72 +6.2%
63 AVB AVALONBAY CMNTYS INC Real Estate 32,769.0 $5.9M 0.38% NEW $181.31 +2.1%
64 HCA HCA HEALTHCARE INC Healthcare 12,252.0 $5.7M 0.36% NEW $466.86 -15.9%
65 STT STATE STR CORP Financial Services 44,295.0 $5.7M 0.36% NEW $129.01 +22.9%
66 CBRE CBRE GROUP INC Real Estate 35,235.0 $5.7M 0.36% NEW $160.79 -19.3%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 71,217.0 $5.6M 0.35% NEW $79.02 +13.7%
68 EQR EQUITY RESIDENTIAL Real Estate 86,657.0 $5.5M 0.34% NEW $63.04 +4.9%
69 KMB KIMBERLY-CLARK CORP Consumer Defensive 54,135.0 $5.5M 0.34% NEW $100.89 -2.1%
70 VRT VERTIV HOLDINGS CO Industrials 33,573.0 $5.4M 0.34% NEW $162.01 +100.0%
71 RMD RESMED INC Healthcare 22,535.0 $5.4M 0.34% NEW $240.87 -13.6%
72 MU MICRON TECHNOLOGY INC Technology 18,700.0 $5.3M 0.34% NEW $285.41 +213.9%
73 REGN REGENERON PHARMACEUTICALS Healthcare 6,888.0 $5.3M 0.34% NEW $771.87 -17.8%
74 NEE NEXTERA ENERGY INC Utilities 65,619.0 $5.3M 0.33% NEW $80.28 +9.2%
75 GE GE AEROSPACE Industrials 16,764.0 $5.2M 0.33% NEW $308.03 +2.1%
76 MSCI MSCI INC Financial Services 8,918.0 $5.1M 0.32% NEW $573.73 +2.6%
77 L LOEWS CORP Financial Services 48,561.0 $5.1M 0.32% NEW $105.31 +3.6%
78 Q QNITY ELECTRONICS INC Technology 62,554.0 $5.1M 0.32% NEW $81.65 +101.5%
79 DELL DELL TECHNOLOGIES INC Technology 40,574.0 $5.1M 0.32% NEW $125.88 +142.3%
80 BERKSHIRE HATHAWAY INC DEL 10,111.0 $5.1M 0.32% NEW $502.65
Page 4 of 23  ·  456 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 37.0%
Financial Services 12.3%
Communication Services 10.4%
Consumer Cyclical 9.7%
Healthcare 9.5%
Real Estate 8.1%
Industrials 5.5%
Consumer Defensive 3.5%
Utilities 2.7%
Basic Materials 1.0%