Linscomb Wealth, Inc.
Top Portfolio Positions
203 positions ·
$953,766,624 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
678,138 | $115,052,893 | 12.06% | |
| AVGO |
Broadcom Inc.
Technology
|
123,910 | $38,351,384 | 4.02% | |
| AAPL |
Apple Inc.
Technology
|
130,874 | $33,214,512 | 3.48% | |
| MSFT |
Microsoft Corp
Technology
|
88,322 | $32,694,154 | 3.43% | |
| LRCX |
Lam Research Corp
Technology
|
112,828 | $24,106,830 | 2.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,567 | $22,522,948 | 2.36% | |
| 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 | 1.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,277,718 | 35,058 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $772,523 | 14,740 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $737,147 | 14,740 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $789,916 | 14,740 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $855,804 | 14,740 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $758,225 | 14,740 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $791,243 | 14,740 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $833,399 | 14,740 | Shares | Sole | 2024-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||