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Portfolio (Quarterly) Guide ↗

Austin Asset Management Co Inc

· CIK 0001902024
13F Portfolio $609M AUM 76 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 26 Added 20 Reduced 3 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 492,891.0 $91.9M 15.10% +259K +111.0% $186.50 +17.7%
2 STIP ISHARES TR 290,086.0 $29.7M 4.88% +2K +0.8% $102.39 +0.9%
3 VNQ VANGUARD INDEX FDS 221,295.0 $19.6M 3.22% +6K +2.6% $88.49 +9.2%
4 BIV VANGUARD BD INDEX FDS 184,525.0 $14.4M 2.36% +25K +15.5% $77.88 -2.1%
5 DUHP DIMENSIONAL ETF TRUST 372,830.0 $14.2M 2.33% +10K +2.8% $38.03 +6.0%
6 SPY SPDR S&P 500 ETF TR Financial Services 7,016.0 $4.8M 0.79% +104.0 +1.5% $681.95 +8.9%
7 DIHP DIMENSIONAL ETF TRUST 84,916.0 $2.7M 0.44% +3K +3.4% $31.67 +7.8%
8 DFEM DIMENSIONAL ETF TRUST 80,114.0 $2.7M 0.43% +6K +7.6% $33.08 +19.8%
9 IVV ISHARES TR 2,944.0 $2.0M 0.33% +185.0 +6.7% $684.95 +8.9%
10 DFSV DIMENSIONAL ETF TRUST 47,513.0 $1.6M 0.26% +1K +2.8% $32.89 +13.0%
11 GOOGL ALPHABET INC Communication Services 3,466.0 $1.1M 0.18% +102.0 +3.0% $313.00 +23.9%
12 GBX GREENBRIER COS INC Industrials 21,403.0 $1.0M 0.16% +200.0 +0.9% $46.74 +4.2%
13 RSP INVESCO EXCHANGE TRADED FD T 4,451.0 $853K 0.14% +80.0 +1.8% $191.56 +6.9%
14 TIP ISHARES TR 7,076.0 $778K 0.13% +46.0 +0.7% $109.92 +0.4%
15 VWO VANGUARD INTL EQUITY INDEX F 14,319.0 $770K 0.13% +293.0 +2.1% $53.76 +9.2%
16 META META PLATFORMS INC Communication Services 1,148.0 $758K 0.12% +94.0 +8.9% $660.09 -8.0%
17 XOM EXXON MOBIL CORP Energy 5,771.0 $694K 0.11% +1K +23.1% $120.34 +29.9%
18 VTV VANGUARD INDEX FDS 3,573.0 $682K 0.11% +367.0 +11.4% $190.99 +9.4%
19 IWF ISHARES TR 1,384.0 $655K 0.11% +263.0 +23.5% $473.30 -73.7%
20 TSLA TESLA INC Consumer Cyclical 1,416.0 $637K 0.10% +11.0 +0.8% $449.72 -7.2%
Page 1 of 2  ·  26 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 83.6%
Financial Services 5.5%
Healthcare 3.5%
Communication Services 2.5%
Consumer Cyclical 1.9%
Energy 1.3%
Industrials 1.3%
Consumer Defensive 0.3%