Linscomb Wealth, Inc.

CIK

1313294

Location

Houston, TX

Portfolio Value

Small $956,945,625

Diversification

Diversified

Filing Date

Global Rank

#1,813 / 8,622 ▼ 47 · as of Mar 2026

Top Industry

Oil & Gas Integrated 13.8%

3Y Alpha vs SPY

-0.9%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+68.5%

SPY

+67.9%

Annualised alpha

+0.2%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

206 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.0%

+7.2 pts

Top 5

25.4%

+4.2 pts

Top 10

34.7%

+3.5 pts

HHI

258

Diversified+85

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	21.6%	$206,381,132	29
Technology	21.1%	$201,459,521	29
Financial Services	13.6%	$130,057,138	33
Healthcare	11.1%	$106,211,725	22
Industrials	9.4%	$90,030,194	28
Consumer Cyclical	6.4%	$61,303,368	11
Consumer Defensive	4.6%	$44,486,404	11
Communication Services	3.2%	$30,844,145	8
Utilities	2.9%	$27,277,226	10
Real Estate	2.1%	$20,469,322	7
Unclassified	2.0%	$19,271,729	6
Basic Materials	2.0%	$19,153,721	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	+278,833	678,138	$115,052,893
KIM	Kimco Realty Corp	+128,019	160,727	$3,611,535
ET	Energy Transfer LP	+74,062	154,688	$2,985,478
KO	Coca Cola Co	+45,472	68,456	$5,206,078
SUN	Sunoco LP	+20,318	35,058	$2,277,718
ENB	Enbridge Inc	+10,587	23,039	$1,247,331
COP	Conocophillips	+8,441	19,442	$2,566,344
VG	Venture Global, Inc.	+8,010	22,560	$355,545
WES	Western Midstream Partners, LP	+7,661	19,729	$812,242
LUV	Southwest Airlines Co	+7,449	17,972	$675,208
NVDA	Nvidia Corp	+7,278	50,179	$8,751,217
NFLX	Netflix Inc	+6,832	10,982	$1,055,919
CNP	Centerpoint Energy Inc	+6,408	22,883	$987,630
KKR	KKR & Co. Inc.	+5,453	12,453	$1,151,902
MPLX	Mplx LP	+5,152	21,100	$1,204,177
BX	Blackstone Inc.	+4,000	10,832	$1,245,571
SLB	Slb Limited/Nv	+3,642	11,574	$594,787
T	At&T Inc.	+2,583	33,672	$976,151
MO	Altria Group, Inc.	+1,959	15,157	$1,000,210
GLD	Spdr Gold Trust	+1,941	4,442	$1,911,348
TRGP	Targa Resources Corp.	+1,726	4,544	$1,139,317
MDLZ	Mondelez International, Inc.	+1,672	8,908	$513,457
PLTR	Palantir Technologies Inc.	+1,578	4,779	$699,072
PSX	Phillips 66	+1,489	6,579	$1,198,562
OKE	Oneok Inc /New/	+1,485	9,997	$903,628
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−90,244	361,077	$12,106,911
BAC	Bank Of America Corp /De/	−67,717	241,392	$11,767,860
PAGP	Plains Gp Holdings LP	−63,834	305,895	$7,427,130
LRCX	Lam Research Corp	−44,870	112,828	$24,106,830
PFE	Pfizer Inc	−43,032	214,294	$6,017,375
CSCO	Cisco Systems, Inc.	−42,627	148,422	$11,516,062
WMB	Williams Companies, Inc.	−40,647	149,419	$10,874,714
VZ	Verizon Communications Inc	−37,233	157,862	$7,924,672
PYPL	PayPal Holdings, Inc.	−31,615	7,151	$323,439
TFC	Truist Financial Corp	−31,227	126,062	$5,795,070
C	Citigroup Inc	−30,796	109,565	$12,425,766
NEE	Nextera Energy Inc	−28,370	90,922	$8,444,835
DG	Dollar General Corp	−28,345	81,805	$9,712,707
AAPL	Apple Inc.	−26,763	130,874	$33,214,512
MET	Metlife Inc	−25,708	99,725	$7,052,552
RTX	RTX Corp	−25,506	78,092	$15,063,946
WSM	Williams Sonoma Inc	−24,655	82,430	$15,029,461
AVGO	Broadcom Inc.	−19,784	123,910	$38,351,384
JPM	Jpmorgan Chase & Co	−19,484	76,567	$22,522,948
MDT	Medtronic plc	−18,894	66,281	$5,743,248
PM	Philip Morris International Inc.	−18,404	63,171	$10,444,693
MSFT	Microsoft Corp	−17,417	88,322	$32,694,154
NKE	NIKE, Inc.	−16,862	64,774	$3,421,362
DUK	Duke Energy CORP	−16,575	75,532	$9,890,160
CVX	Chevron Corp	−16,040	66,784	$13,817,609
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CINF	Cincinnati Financial Corp	29,159	$4,588,168
CTRA	Coterra Energy Inc.	76,518	$2,688,842
HBAN	Huntington Bancshares Inc /Md/	143,060	$2,238,889
FITB	Fifth Third Bancorp	33,126	$1,539,033
SRE	Sempra	14,265	$1,386,130
VRSK	Verisk Analytics, Inc.	3,387	$642,683
MOG-A	Moog Inc.	2,176	$636,784
Q	Qnity Electronics, Inc.	4,824	$556,593
CBAN	Colony Bankcorp Inc	23,377	$466,838
AESI	Atlas Energy Solutions Inc.	35,098	$460,485
RQI	Cohen & Steers Quality Income Realty Fund Inc	32,239	$388,479
FDX	Fedex Corp	1,056	$376,126
DIS	Walt Disney Co	3,412	$328,848
BMY	Bristol Myers Squibb Co	5,325	$322,961
NEM	NEWMONT Corp /DE/	2,975	$322,043
CVS	CVS HEALTH Corp	4,273	$306,886
IBIT	iShares Bitcoin Trust ETF	7,985	$306,783
GEV	GE Vernova Inc.	327	$285,438
FANG	Diamondback Energy, Inc.	1,427	$282,246
NVS	Novartis AG	1,804	$275,561
AEP	American Electric Power Co Inc	1,727	$226,375
AFL	Aflac Inc	1,978	$217,006
POWL	Powell Industries Inc	373	$201,822
XIFR	XPLR Infrastructure, LP	13,001	$138,070
AGNC	AGNC Investment Corp.	12,031	$120,670
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
STRL	Sterling Infrastructure, Inc.	19,196	$5,878,391
EFX	Equifax Inc	9,100	$1,974,518
GIS	General Mills Inc	25,298	$1,176,357
RSG	Republic Services, Inc.	3,592	$761,252
AJG	Arthur J. Gallagher & Co.	2,617	$677,253
CLMT	Calumet, Inc. /DE	25,889	$514,414
STX	Seagate Technology Holdings plc	1,620	$446,131
LNT	Alliant Energy Corp	5,880	$382,258
INTU	Intuit Inc.	379	$251,057
TRV	Travelers Companies, Inc.	800	$232,048
TEL	TE Connectivity plc	1,017	$231,377
MAIN	Main Street Capital CORP	3,754	$226,704
CPT	Camden Property Trust	2,046	$225,223
STZ	Constellation Brands, Inc.	1,467	$202,387
SER	Serina Therapeutics, Inc.	18,800	$35,964
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

206 tracked positions · $956,945,625 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 206 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	ExxonMobil Holdings Corp CALL + SHARES Energy	Added	678,138	+278,833	$115,052,893	+139.4%	12.02%
AVGO	Broadcom Inc. Technology	Reduced	123,910	-19,784	$38,351,384	−22.9%	4.01%
AAPL	Apple Inc. Technology	Reduced	130,874	-26,763	$33,214,512	−22.5%	3.47%
MSFT	Microsoft Corp Technology	Reduced	88,322	-17,417	$32,694,154	−36.1%	3.42%
LRCX	Lam Research Corp Technology	Reduced	112,828	-44,870	$24,106,830	−10.7%	2.52%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	76,567	-19,484	$22,522,948	−27.2%	2.35%
JNJ	Johnson & Johnson Healthcare	Reduced	74,211	-3,419	$18,140,136	+12.9%	1.90%
ABBV	AbbVie Inc. Healthcare	Reduced	77,674	-9,796	$16,893,318	−15.5%	1.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	76,110	-8,482	$15,851,429	−18.8%	1.66%
RTX	RTX Corp Industrials	Reduced	78,092	-25,506	$15,063,946	−20.7%	1.57%
CMI	Cummins Inc Industrials	Reduced	27,956	-10,071	$15,040,887	−22.5%	1.57%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	82,430	-24,655	$15,029,461	−21.4%	1.57%
CVX	Chevron Corp Energy	Reduced	66,784	-16,040	$13,817,609	+9.5%	1.44%
C	Citigroup Inc Financial Services	Reduced	109,565	-30,796	$12,425,766	−24.1%	1.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	43,129	-12,539	$12,402,175	−28.8%	1.30%
KMI	Kinder Morgan, Inc. Energy	Reduced	361,077	-90,244	$12,106,911	−2.4%	1.27%
LMT	Lockheed Martin Corp Industrials	Reduced	19,788	-4,370	$11,959,669	+2.4%	1.25%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	241,392	-67,717	$11,767,860	−30.8%	1.23%
CSCO	Cisco Systems, Inc. Technology	Reduced	148,422	-42,627	$11,516,062	−21.7%	1.20%
MRK	Merck & Co., Inc. Healthcare	Reduced	93,611	-15,232	$11,260,467	−1.7%	1.18%
AMGN	Amgen Inc Healthcare	Reduced	31,399	-7,494	$11,047,738	−13.2%	1.15%
WMB	Williams Companies, Inc. Energy	Reduced	149,419	-40,647	$10,874,714	−4.8%	1.14%
V	Visa Inc. Financial Services	Reduced	35,855	-4,941	$10,836,815	−24.3%	1.13%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	63,171	-18,404	$10,444,693	−20.2%	1.09%
EPD	Enterprise Products Partners L.P. Energy	Added	275,809	+227	$10,436,612	+18.1%	1.09%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	32,322	-7,691	$10,045,354	−17.9%	1.05%
BLK	BlackRock, Inc. Financial Services	Reduced	10,351	-3,465	$9,954,660	−32.7%	1.04%
DUK	Duke Energy CORP Utilities	Reduced	75,532	-16,575	$9,890,160	−8.4%	1.03%
DG	Dollar General Corp Consumer Defensive	Reduced	81,805	-28,345	$9,712,707	−33.6%	1.01%
NSC	Norfolk Southern Corp Industrials	Reduced	33,391	-8,725	$9,583,217	−21.2%	1.00%
QCOM	Qualcomm Inc/De Technology	Reduced	73,921	-14,470	$9,519,546	−37.0%	0.99%
ABT	Abbott Laboratories Healthcare	Reduced	92,695	-14,749	$9,516,995	−29.3%	0.99%
NVDA	Nvidia Corp Technology	Added	50,179	+7,278	$8,751,217	+9.4%	0.91%
NEE	Nextera Energy Inc Utilities	Reduced	90,922	-28,370	$8,444,835	−11.8%	0.88%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	46,244	-7,839	$7,980,789	−16.0%	0.83%
VZ	Verizon Communications Inc Communication Services	Reduced	157,862	-37,233	$7,924,672	−0.3%	0.83%
MA	Mastercard Inc Financial Services	Reduced	15,766	-2,139	$7,877,639	−22.9%	0.82%
PEP	Pepsico Inc Consumer Defensive	Reduced	50,449	-11,146	$7,834,225	−11.4%	0.82%
META	Meta Platforms, Inc. Communication Services	Reduced	13,266	-4,320	$7,589,876	−34.6%	0.79%
HON	Honeywell International Inc Industrials	Reduced	33,524	-8,592	$7,577,430	−7.8%	0.79%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,554	-1,952	$7,514,028	−18.4%	0.79%
PAGP	Plains Gp Holdings LP Energy	Reduced	305,895	-63,834	$7,427,130	+5.0%	0.78%
MET	Metlife Inc Financial Services	Reduced	99,725	-25,708	$7,052,552	−28.8%	0.74%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	10,715	-574	$6,608,583	−3.0%	0.69%
MS	Morgan Stanley Financial Services	Reduced	39,121	-10,267	$6,438,142	−26.6%	0.67%
ORCL	Oracle Corp Technology	Reduced	41,627	-2,795	$6,123,747	−29.3%	0.64%
PFE	Pfizer Inc Healthcare	Reduced	214,294	-43,032	$6,017,375	−6.1%	0.63%
OXY	Occidental Petroleum Corp /De/ Energy	Added	91,590	+50	$5,953,350	+58.2%	0.62%
CTVA	Corteva, Inc. Basic Materials	Reduced	69,482	-15,586	$5,816,338	+2.0%	0.61%
TFC	Truist Financial Corp Financial Services	Reduced	126,062	-31,227	$5,795,070	−25.1%	0.61%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.