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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 9 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PKG PACKAGING CORP AMER Consumer Cyclical 7,497.0 $1.6M 0.11% +7K +1303.9% $212.22 +2.9%
162 SCCO SOUTHERN COPPER CORP Basic Materials 9,236.0 $1.6M 0.11% -3K -21.4% $172.06 +10.4%
163 MCD MCDONALDS CORP Consumer Cyclical 5,103.0 $1.6M 0.11% -795.0 -13.5% $310.79 -10.1%
164 HD HOME DEPOT INC Consumer Cyclical 4,757.0 $1.6M 0.11% -841.0 -15.0% $328.89 -5.6%
165 SPGI S&P GLOBAL INC Financial Services 3,647.0 $1.6M 0.11% +31.0 +0.9% $425.34 -3.0%
166 LPX LOUISIANA PAC CORP Basic Materials 21,279.0 $1.5M 0.11% NEW $72.75 +1.0%
167 ED CONSOLIDATED EDISON INC Utilities 13,621.0 $1.5M 0.11% $113.18 -4.8%
168 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,115.0 $1.5M 0.11% -10K -75.3% $491.53 -8.8%
169 GEV GE VERNOVA INC Utilities 1,742.0 $1.5M 0.11% +486.0 +38.7% $872.90 +22.6%
170 WFC WELLS FARGO & CO Financial Services 18,888.0 $1.5M 0.10% -3K -12.0% $79.61 -4.0%
171 LNT ALLIANT ENERGY CORP Utilities 20,797.0 $1.5M 0.10% +187.0 +0.9% $71.76 +2.7%
172 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 18,318.0 $1.5M 0.10% $80.95 -1.1%
173 FE FIRSTENERGY CORP Utilities 29,028.0 $1.5M 0.10% NEW $50.66 -7.9%
174 MPWR MONOLITHIC PWR SYS INC Technology 1,316.0 $1.4M 0.10% +127.0 +10.7% $1093.35 +52.1%
175 MO ALTRIA GROUP INC Consumer Defensive 21,697.0 $1.4M 0.10% -2K -10.2% $65.99 +9.7%
176 COP CONOCOPHILLIPS Energy 10,797.0 $1.4M 0.10% -1K -11.2% $132.00 -11.7%
177 CMS CMS ENERGY CORP Utilities 18,343.0 $1.4M 0.10% NEW $77.58 -4.4%
178 TRV TRAVELERS COMPANIES INC Financial Services 4,747.0 $1.4M 0.10% +3K +259.9% $291.68 +4.5%
179 XEL XCEL ENERGY INC Utilities 17,374.0 $1.4M 0.10% -27K -60.8% $79.44 +2.1%
180 ADI ANALOG DEVICES INC Technology 4,265.0 $1.4M 0.09% -639.0 -13.0% $318.14 +32.0%
Page 9 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%