Linscomb Wealth, Inc.
Top Portfolio Positions
206 positions ·
$956,945,624 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
678,138 | $115,052,893 | 12.02% | |
| AVGO |
Broadcom Inc.
Technology
|
123,910 | $38,351,384 | 4.01% | |
| AAPL |
Apple Inc.
Technology
|
130,874 | $33,214,512 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
88,322 | $32,694,154 | 3.42% | |
| LRCX |
Lam Research Corp
Technology
|
112,828 | $24,106,830 | 2.52% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,567 | $22,522,948 | 2.35% | |
| JNJ |
Johnson & Johnson
Healthcare
|
74,211 | $18,140,136 | 1.90% | |
| ABBV |
AbbVie Inc.
Healthcare
|
77,674 | $16,893,318 | 1.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,110 | $15,851,429 | 1.66% | |
| RTX |
RTX Corp
Industrials
|
78,092 | $15,063,946 | 1.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CQP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,615,750 | 25,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,337,000 | 25,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,345,500 | 25,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,401,250 | 25,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,651,000 | 25,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,328,000 | 25,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,218,000 | 25,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,227,750 | 25,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,234,750 | 25,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,244,750 | 25,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,354,750 | 25,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,153,500 | 25,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,183,000 | 25,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,421,806 | 25,001 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,334,000 | 25,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,126,506 | 25,106 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,409,338 | 25,006 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,056,042 | 25,001 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,016,790 | 25,001 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,107,250 | 25,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,038,750 | 25,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $881,250 | 25,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $831,500 | 25,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $874,500 | 25,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $675,250 | 25,000 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||