Linscomb-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "IAG",
  "STRL",
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  "VONG",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  null,
  "AVGO",
  "LOW",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  "PAGP",
  null,
  "FFIV",
  null,
  null,
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  null,
  "INTU",
  "UNP",
  null,
  "QCOM",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "IJH",
  null,
  "KMI",
  "LRCX",
  "ICF",
  "IWS",
  "LIN",
  "MPC",
  "MRVL",
  "MA",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  null,
  "FIS",
  "GE",
  "GWRE",
  null,
  "HRL",
  "OXY",
  null,
  "DLN",
  "BX",
  "FAST",
  "DG",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "IJK",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "ENB",
  "INTC",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "SPGI",
  "NOW",
  "SLB",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  "SPYG",
  null,
  "AMT",
  "RSG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "SCHW",
  "OBK",
  null,
  "SUN",
  null,
  null,
  "VWO",
  "IWV",
  "PRF",
  null,
  null,
  "EXP",
  "VIG",
  "TTE",
  "TRGP",
  "IWO",
  "IWN",
  null,
  "VYM",
  "DD",
  "AON",
  "SSB",
  null,
  "AMD",
  "SDY",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "AEP",
  "IBOC",
  null,
  "AMZN",
  "TTWO",
  "IVE",
  null,
  "LUV",
  null,
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  null,
  "VXUS",
  "VTWO",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  null,
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WAT",
  "WES",
  "WFC",
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "YUM",
  "IUSG",
  null,
  null,
  "LNT",
  "ELAN",
  "ET",
  "DVY",
  "SCHG",
  "SCHF",
  "KEX",
  "NSC",
  "KIM",
  "LH",
  "SO",
  "PSX",
  "CRM",
  null,
  "TDY",
  "SYY",
  "IXUS",
  null,
  "DGRO",
  null,
  "PSA",
  "NUE",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BHE",
  "BA",
  "CADE",
  "CLMT",
  "CPT",
  "STEL",
  "CNP",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CTSH",
  "COP",
  "STZ",
  "COST",
  "CTVA",
  "CVS",
  "CSX",
  "CW",
  "DE",
  "EFA",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 292
Total Value: 2008104950
Accession Number: 0001172661-25-001697
Form Type: 13F-HR
CIK: linscomb-wealth
Manager Name: Linscomb-Wealth

Data Enrichment

86% identified

251 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

292 positions • $2.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 15

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921908844

VIG|921908844

Shares:15.1K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.0B)

381430602

Shares:46.0K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.0B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:12.0K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.0B)

25434V302

Shares:105.3K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.0B)

F5, INC.

FFIV|315616102

Shares:10.1K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.0B)

922908611

VBR|922908611

Shares:14.3K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.0B)

ELI LILLY & Co

LLY|532457108

Shares:3.2K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.0B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.0K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.0B)

PROCTER & GAMBLE Co

PG|742718109

Shares:15.5K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.0B)

922908629

VO|922908629

Shares:9.7K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.0B)

GENERAL ELECTRIC CO

GE|369604301

Shares:12.6K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.0B)

BECTON DICKINSON & CO

BDX|075887109

Shares:10.9K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.0B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:13.3K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.0B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:13.6K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.0B)

HOME DEPOT, INC.

HD|437076102

Shares:6.6K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.0B)

ServiceNow, Inc.

NOW|81762P102

Shares:3.0K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.0B)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:30.1K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.0B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:18.6K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.0B)

ADOBE INC.

ADBE|00724F101

Shares:5.6K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.0B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:31.8K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	15.1K	QoQ +6.22% (+885) YoY +5.60% (+802)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.0B)	QoQ +5.22% (+$145.5K) YoY +12.19% (+$318.4K)
(cusip381430602)✕	46.0K	QoQ +11.44% (+4.7K) YoY +33.26% (+11.5K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.0B)	QoQ +2.25% (+$64.3K) YoY +28.95% (+$655.4K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	12.0K	QoQ +5.88% (+669) YoY +51.16% (+4.1K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.0B)	QoQ +16.64% (+$398.2K) YoY +51.12% (+$943.9K)
(cusip25434V302)✕	105.3K	QoQ +13.98% (+12.9K) YoY +56.36% (+37.9K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.0B)	QoQ +16.31% (+$382.4K) YoY +63.76% (+$1.1M)
F5, INC.(FFIVcusip315616102)	10.1K	QoQ +1.72% (+172) YoY NEW(+10.1K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.0B)	QoQ +7.71% (+$193.0K) YoY NEW(+$2.7M)
(VBRcusip922908611)	14.3K	QoQ +2.73% (-381) YoY +0.99% (-141)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.0B)	QoQ -3.42% (-$94.5K) YoY -1.94% (-$52.9K)
ELI LILLY & Co(LLYcusip532457108)	3.2K	QoQ -5.95% (-204) YoY -4.98% (-169)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.0B)	QoQ +0.60% (-$16.1K) YoY +0.86% (-$22.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.0K	QoQ -9.99% (-550) YoY -20.09% (-1.2K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.0B)	QoQ +5.74% (-$143.4K) YoY +1.20% (-$31.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	15.5K	QoQ -13.16% (-2.3K) YoY -79.85% (-61.3K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.0B)	QoQ -11.73% (-$350.6K) YoY -78.84% (-$9.8M)
(VOcusip922908629)	9.7K	QoQ +0.67% (-65) YoY +6.37% (+584)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.0B)	QoQ -1.43% (-$36.6K) YoY +10.10% (+$231.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	12.6K	QoQ +15.14% (+1.7K) YoY NEW(+12.6K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.0B)	QoQ +38.16% (+$695.7K) YoY NEW(+$2.5M)
BECTON DICKINSON & CO(BDXcusip075887109)	10.9K	QoQ +10.27% (+1.0K) YoY +15.84% (+1.5K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.0B)	QoQ +11.32% (+$253.0K) YoY +7.23% (+$167.8K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	13.3K	QoQ +5.43% (-685) YoY +12.00% (-1.4K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.0B)	QoQ -12.44% (-$346.9K) YoY -24.36% (-$785.8K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	13.6K	QoQ -5.29% (-758) YoY -74.44% (-39.5K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.0B)	QoQ -9.24% (-$248.0K) YoY -73.64% (-$6.8M)
HOME DEPOT, INC.(HDcusip437076102)	6.6K	QoQ -3.26% (-224) YoY +2.09% (-136)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.0B)	QoQ -8.85% (-$236.0K) YoY -2.46% (-$61.3K)
ServiceNow, Inc.(NOWcusip81762P102)	3.0K	QoQ +12.93% (-342) YoY +27.97% (+653)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.0B)	QoQ -15.19% (-$425.9K) YoY +33.64% (+$598.6K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	30.1K	QoQ +6.03% (+1.7K) YoY +11.92% (+3.2K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.0B)	QoQ +5.48% (+$119.8K) YoY +16.82% (+$331.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	18.6K	QoQ -4.26% (-828) YoY -57.01% (-24.7K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.0B)	QoQ -3.47% (-$81.6K) YoY -48.37% (-$2.1M)
ADOBE INC.(ADBEcusip00724F101)	5.6K	QoQ +4.39% (-234) YoY +15.51% (-747)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.0B)	QoQ -9.96% (-$236.0K) YoY -12.19% (-$296.3K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	31.8K	QoQ +9.03% (-2.6K) YoY +22.04% (+5.7K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.0B)	QoQ -16.64% (-$414.5K) YoY +18.87% (+$329.6K)