Linscomb Wealth, Inc.

CIK

1313294

Location

Houston, TX

Portfolio Value

Small $956,945,624

Diversification

Diversified

Filing Date

Global Rank

#1,812 / 8,604 ▼ 46 · as of Mar 2026

Top Industry

Oil & Gas Integrated 13.8%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 11, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.2%

SPY

+76.5%

Annualised alpha

-1.9%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.0%

+7.1 pts

Top 5

25.4%

+4.2 pts

Top 10

34.7%

+3.4 pts

HHI

258

Diversified+84

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%	$90,030,193	28
Consumer Cyclical	6.4%	$61,303,367	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%	$19,153,722	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	Exxon Mobil 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 positions · $956,945,624 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	Exxon Mobil Corp 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	$7,577,429	−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%