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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 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVDE AMERICAN CENTY ETF TR 39,380.0 $3.2M 0.53% -5K -11.2% $82.32 +10.4%
22 DIHP DIMENSIONAL ETF TRUST 84,916.0 $2.7M 0.44% +3K +3.4% $31.67 +7.8%
23 DFEM DIMENSIONAL ETF TRUST 80,114.0 $2.7M 0.43% +6K +7.6% $33.08 +19.8%
24 DFIS DIMENSIONAL ETF TRUST 71,595.0 $2.4M 0.39% -3K -3.5% $32.94 +10.0%
25 IVV ISHARES TR 2,944.0 $2.0M 0.33% +185.0 +6.7% $684.95 +8.9%
26 DELL DELL TECHNOLOGIES INC Technology 15,550.0 $2.0M 0.32% NEW $125.88 +100.9%
27 DFSV DIMENSIONAL ETF TRUST 47,513.0 $1.6M 0.26% +1K +2.8% $32.89 +13.0%
28 MSFT MICROSOFT CORP Technology 2,964.0 $1.4M 0.24% $483.68 -13.4%
29 AMZN AMAZON COM INC Consumer Cyclical 6,086.0 $1.4M 0.23% -630.0 -9.4% $230.82 +16.3%
30 PRF INVESCO EXCHANGE TRADED FD T 24,266.0 $1.1M 0.19% $46.92 +12.6%
31 GOOGL ALPHABET INC Communication Services 3,466.0 $1.1M 0.18% +102.0 +3.0% $313.00 +23.9%
32 GBX GREENBRIER COS INC Industrials 21,403.0 $1.0M 0.16% +200.0 +0.9% $46.74 +4.2%
33 FFIN FIRST FINL BANKSHARES INC Financial Services 32,598.0 $974K 0.16% $29.87 +7.8%
34 CANADIAN PACIFIC KANSAS CITY 12,843.0 $946K 0.15% $73.63
35 RSP INVESCO EXCHANGE TRADED FD T 4,451.0 $853K 0.14% +80.0 +1.8% $191.56 +6.9%
36 AESI ATLAS ENERGY SOLUTIONS INC Energy 90,000.0 $848K 0.14% $9.42 +106.7%
37 TIP ISHARES TR 7,076.0 $778K 0.13% +46.0 +0.7% $109.92 +0.4%
38 VWO VANGUARD INTL EQUITY INDEX F 14,319.0 $770K 0.13% +293.0 +2.1% $53.76 +9.2%
39 META META PLATFORMS INC Communication Services 1,148.0 $758K 0.12% +94.0 +8.9% $660.09 -8.0%
40 GOOG ALPHABET INC Communication Services 2,298.0 $721K 0.12% $313.85 +22.2%
Page 2 of 4  ·  76 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%