Skip to main content

Linscomb & Williams, Inc.

SEC CIK
0001313294
Latest filing
Jul 31, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
311
−24 vs. Q1 2026
Portfolio value
$2.31B
+$60.7M (+2.7%) vs. Q1 2026
Filed
Jul 31, 2026
SEC
Holdings of Linscomb & Williams, Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF3,728,468$265.7M11.5%−168,360−4.3%Reduced–
iShares Core S&P 500 ETF464287200ETF280,720$210.2M9.1%−5,464−1.9%Reduced–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF1,930,191$104.3M4.5%−45,778−2.3%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF1,292,307$99.6M4.3%−73,641−5.4%Reduced–
iShares MSCI Eafe ETF464287465ETF833,150$86.5M3.8%−42,579−4.9%Reduced–
WisdomTree Tr97717W505US MIDCAP DIVID1,527,377$86.3M3.7%−51,430−3.3%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF131,648$48.7M2.1%−9,011−6.4%Reduced–
XOMExxonMobil Holdings CorpCOM347,363$47.5M2.1%−330,475−48.8%ReducedHistory
LRCXLam Research CorpStock99,082$42.9M1.9%−13,746−12.2%ReducedHistory
AVGOBroadcom Inc.Stock107,845$40.7M1.8%−16,065−13.0%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV242,037$36.8M1.6%−14,871−5.8%Reduced–
Dimensional ETF Trust25434V666US LARG VALU ETF866,940$34.3M1.5%+28,879+3.4%Added–
AAPLApple Inc.Stock114,461$33.1M1.4%−16,413−12.5%ReducedHistory
WisdomTree Tr97717W208US HIGH DIVIDEND289,052$32.9M1.4%−8,750−2.9%Reduced–
MSFTMicrosoft CorpStock83,351$31.1M1.3%−4,971−5.6%ReducedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF537,070$24.4M1.1%+151,829+39.4%Added–
American Centy ETF Tr025072364INTERNATIONAL LR297,218$23.0M1.0%+39,406+15.3%Added–
JPMJPMorgan Chase & CoStock70,170$23.0M1.0%−6,397−8.4%ReducedHistory
iShares Tr46434V456MSCI INTL QUALTY461,807$22.9M1.0%+13,714+3.1%Added–
Capital Group International14021M107SHS550,558$20.2M0.9%+125,854+29.6%Added–
CMICummins IncStock25,588$18.2M0.8%−2,368−8.5%ReducedHistory
ABBVAbbVie Inc.Stock70,722$17.8M0.8%−6,952−9.0%ReducedHistory
WSMWilliams Sonoma IncCOM76,004$17.7M0.8%−6,426−7.8%ReducedHistory
AMZNAmazon Com IncStock70,715$16.9M0.7%−5,395−7.1%ReducedHistory
CSCOCisco Systems, Inc.Stock142,012$16.7M0.7%−6,410−4.3%ReducedHistory
GOOGAlphabet Inc.Stock44,427$15.7M0.7%−5,924−11.8%ReducedHistory
JNJJohnson & JohnsonStock59,468$15.1M0.7%−14,743−19.9%ReducedHistory
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP289,957$14.5M0.6%+509+0.2%Added–
Vanguard Index FDS922908652EXTEND MKT ETF58,031$14.3M0.6%−2,671−4.4%Reduced–
CCitigroup IncStock101,671$14.2M0.6%−7,894−7.2%ReducedHistory
RTXRTX CorpStock73,296$13.9M0.6%−4,796−6.1%ReducedHistory
WisdomTree Tr97717W315EMER MKT HIGH FD252,249$13.6M0.6%−21,199−7.8%Reduced–
GOOGLAlphabet Inc.Stock37,659$13.5M0.6%−5,470−12.7%ReducedHistory
BACBank of America CorpStock232,749$13.3M0.6%−8,643−3.6%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF81,176$12.8M0.6%+1,269+1.6%Added–
QCOMQualcomm IncStock68,074$12.6M0.5%−5,847−7.9%ReducedHistory
MRKMerck & Co., Inc.Stock92,395$11.9M0.5%−1,216−1.3%ReducedHistory
iShares Tr464288448INTL SEL DIV ETF285,702$11.8M0.5%−13,445−4.5%Reduced–
VVisa Inc.Stock31,892$10.9M0.5%−3,963−11.1%ReducedHistory
PMPhilip Morris International Inc.Stock60,146$10.9M0.5%−3,025−4.8%ReducedHistory
AMGNAmgen IncStock29,620$10.7M0.5%−1,779−5.7%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD211,582$10.7M0.5%+82,075+63.4%Added–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF113,461$10.5M0.5%+21,180+23.0%Added–
WMBWilliams Companies, Inc.COM140,344$10.4M0.5%−9,075−6.1%ReducedHistory
KMIKinder Morgan, Inc.Stock321,962$10.3M0.4%−39,115−10.8%ReducedHistory
NSCNorfolk Southern CorpStock32,190$10.1M0.4%−1,201−3.6%ReducedHistory
CVXChevron CorpStock60,841$10.1M0.4%−5,943−8.9%ReducedHistory
PANWPalo Alto Networks IncStock28,267$9.64M0.4%+841+3.1%AddedHistory
AMDAdvanced Micro Devices IncStock16,558$9.62M0.4%−624−3.6%ReducedHistory
LMTLockheed Martin CorpStock18,772$9.56M0.4%−1,016−5.1%ReducedHistory
BLKBlackRock, Inc.Stock9,944$9.56M0.4%−407−3.9%ReducedHistory
WisdomTree Tr97717W562US SMALLCAP FUND132,932$9.01M0.4%−5,416−3.9%Reduced–
EPDEnterprise Products Partners L.P.Stock240,205$8.83M0.4%−35,604−12.9%ReducedHistory
DGDollar General CorpCOM76,563$8.81M0.4%−5,242−6.4%ReducedHistory
DUKDuke Energy CORPStock68,815$8.71M0.4%−6,717−8.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF11,264$8.41M0.4%−290−2.5%ReducedHistory
MCDMcDonalds CorpStock30,876$8.35M0.4%−1,446−4.5%ReducedHistory
MRVLMarvell Technology, Inc.COM28,010$8.34M0.4%−5,363−16.1%ReducedHistory
METMetlife IncStock96,983$8.21M0.4%−2,742−2.7%ReducedHistory
NVDANVIDIA CorpStock40,685$8.14M0.4%−9,494−18.9%ReducedHistory
ABTAbbott LaboratoriesStock89,044$8.08M0.4%−3,651−3.9%ReducedHistory
iShares Select Dividend ETF464287168ETF51,281$8.02M0.3%−2,792−5.2%Reduced–
NEENextera Energy IncStock89,326$7.84M0.3%−1,596−1.8%ReducedHistory
John Hancock Exchange Traded47804J206MULTIFACTOR MI104,079$7.80M0.3%+9,957+10.6%Added–
MSMorgan StanleyStock36,949$7.72M0.3%−2,172−5.6%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF10,708$7.53M0.3%−7−0.1%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF60,426$7.50M0.3%−4,182−6.5%ReducedConverted for a 4-for-1 split–
METAMeta Platforms, Inc.Stock13,167$7.42M0.3%−99−0.7%ReducedHistory
AMTAmerican Tower CorpREIT44,854$7.34M0.3%−1,390−3.0%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF106,284$7.27M0.3%−6,493−5.8%Reduced–
MAMastercard IncStock13,966$7.17M0.3%−1,800−11.4%ReducedHistory
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT108,749$6.83M0.3%−7,266−6.3%Reduced–
PAGPPlains GP Holdings LPLTD PARTNR INT A279,677$6.79M0.3%−26,218−8.6%ReducedHistory
PEPPepsiCo IncStock48,327$6.54M0.3%−2,122−4.2%ReducedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE149,314$6.53M0.3%+77,643+108.3%Added–
iShares Russell 1000 Value ETF464287598ETF26,353$6.39M0.3%−2,047−7.2%Reduced–
VZVerizon Communications IncStock150,707$6.38M0.3%−7,155−4.5%ReducedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US69,158$6.31M0.3%−556−0.8%Reduced–
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX18,939$6.28M0.3%−1,029−5.2%Reduced–
TFCTruist Financial CorpCOM122,015$6.08M0.3%−4,047−3.2%ReducedHistory
Dimensional U.S. Small Cap ETF25434V500ETF71,986$5.93M0.3%+17,422+31.9%Added–
CTVACorteva, Inc.Stock69,468$5.88M0.3%−140.0%ReducedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR81,065$5.86M0.3%+1,834+2.3%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF143,684$5.78M0.3%−2,804−1.9%Reduced–
PIMCO ETF Tr72201R585MULTISECTOR BD215,346$5.71M0.2%+158,257+277.2%Added–
WisdomTree Tr97717X651US S CAP QTY DIV96,203$5.71M0.2%−4,490−4.5%Reduced–
UNHUnitedHealth Group IncStock13,056$5.43M0.2%−120−0.9%ReducedHistory
ORCLOracle CorpStock36,923$5.41M0.2%−4,704−11.3%ReducedHistory
APDAir Products & Chemicals, Inc.Stock18,162$5.32M0.2%−327−1.8%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F60,716$5.19M0.2%−2,031−3.2%Reduced–
COSTCostco Wholesale CorpStock5,489$5.13M0.2%−192−3.4%ReducedHistory
MDTMedtronic plcStock65,599$5.13M0.2%−682−1.0%ReducedHistory
PFEPfizer IncStock209,174$5.04M0.2%−5,120−2.4%ReducedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF16,286$4.99M0.2%+7,452+84.4%Added–
AWKAmerican Water Works Company, Inc.Stock37,672$4.96M0.2%+295+0.8%AddedHistory
UPSUnited Parcel Service IncStock45,707$4.91M0.2%−2,023−4.2%ReducedHistory
iShares Tr464287622RUS 1000 ETF11,988$4.91M0.2%−30−0.2%Reduced–
IBMInternational Business Machines CorpStock17,016$4.78M0.2%+11,952+236.0%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF49,303$4.76M0.2%+29,781+152.6%Added–
LNGCheniere Energy, Inc.COM NEW19,225$4.60M0.2%+367+1.9%AddedHistory

Sold out since Q1 2026 (42)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Linscomb & Williams, Inc. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM33,524$7.58M0.3%History
CINFCincinnati Financial CorpCOM29,159$4.59M0.2%History
NKENIKE, Inc.Stock64,774$3.42M0.2%History
CTRACoterra Energy Inc.Stock76,518$2.69M0.1%History
Dimensional ETF Trust25434V864SHOR DUR FIX ETF33,970$1.63M0.1%–
FITBFifth Third BancorpCOM33,126$1.54M0.1%History
SRESempraStock14,265$1.39M0.1%History
Neos ETF Trust78433H675NASDAQ 100 HIGH25,030$1.24M0.1%–
Dimensional ETF Trust25434V575INTL COR FIX ETF19,338$1.01M<0.1%–
Schwab U.S. Large-Cap ETF808524201ETF26,323$674.9K<0.1%–
VRSKVerisk Analytics, Inc.COM3,387$642.7K<0.1%History
MOG.AMoog Inc.CL A2,176$636.9K<0.1%History
STELStellar Bancorp, Inc.COM15,742$576.3K<0.1%History
CBANColony Bankcorp IncCOM23,377$466.8K<0.1%History
AESIAtlas Energy Solutions Inc.COM NEW35,098$460.5K<0.1%History
Fidelity Covington Trust316092113ENHANCED LARGE11,074$401.6K<0.1%–
Schwab US Dividend Equity ETF808524797ETF13,045$400.2K<0.1%–
RQICohen & Steers Quality Income Realty Fund IncCEF32,239$388.5K<0.1%History
VanEck ETF Trust92189F106GOLD MINERS ETF4,129$378.9K<0.1%–
FDXFedEx CorpStock1,056$376.1K<0.1%History
DISWalt Disney CoStock3,412$328.8K<0.1%History
PYPLPayPal Holdings, Inc.Stock7,151$323.4K<0.1%History
BMYBristol Myers Squibb CoStock5,325$323.0K<0.1%History
SLViShares Silver TrustETF4,736$322.7K<0.1%History
NEMNEWMONT CorpStock2,975$322.0K<0.1%History
PLTRPalantir Technologies Inc.Stock2,179$318.7K<0.1%History
CVSCVS Health CorpStock4,273$306.9K<0.1%History
FANGDiamondback Energy, Inc.Stock1,427$282.2K<0.1%History
NVSNovartis AGADR1,804$275.6K<0.1%History
DOWDow Inc.Stock6,317$263.1K<0.1%History
Schwab Fundamental U.S. Large Company ETF808524771ETF9,286$258.6K<0.1%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF2,569$258.4K<0.1%–
State Street Energy Select Sector SPDR ETF81369Y506ETF3,776$231.3K<0.1%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR664$224.4K<0.1%History
Global X Uranium ETF37954Y871ETF4,545$220.1K<0.1%–
AFLAflac IncStock1,978$217.0K<0.1%History
PAYXPaychex IncStock2,306$212.4K<0.1%History
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE1,799$206.7K<0.1%–
SHOPShopify Inc.Stock1,700$201.7K<0.1%History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN13,001$138.1K<0.1%History
AGNCAGNC Investment Corp.REIT12,031$120.7K<0.1%History
NAKNorthern Dynasty Minerals LtdCOM NEW26,500$37.1K<0.1%History