Arkolith/Funds/Westpac Banking Corp

Westpac Banking Corp

CIK 719245
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Westpac Banking Corp holds a diversified book of 498 stocks worth $1.6B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Apple Inc. Their largest long position is Nvidia Corp at 8% of the equity book.

Opened
131
bought for the first time
Added to
140
already held, bought more
Trimmed
233
sold some, still holds it
Sold out
49
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
38%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
48%
Financials
12%
Real Estate
9%
Industrials
8%
Health Care
8%
Consumer Discretionary
7%
Utilities
3%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Westpac Banking Corp

Manager / fundShared namesTheir $ in those
GEODE CAPITAL MANAGEMENT, LLC80 / 80$945.6B
AVIVA PLC80 / 80$35.8B
DANSKE BANK A/S80 / 80$30.6B
ROYAL LONDON ASSET MANAGEMENT LTD80 / 80$28.6B
Daiwa Securities Group Inc.80 / 80$26.2B
BANK OF NOVA SCOTIA80 / 80$23.2B
CREDIT AGRICOLE S A80 / 80$22.6B
Rafferty Asset Management, LLC80 / 80$22.2B

Ranked by the share of each fund's own book sitting in the names it shares with Westpac Banking Corp: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

498 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$137.0M684.9K
8.4%
+3.5%
Added · +23K sh
2Apple Inc
COM
$104.1M359.8K
6.4%
−1.4%
Reduced · −5K sh
3Alphabet Inc
CAP STK CL A
$88.4M247.4K
5.4%
−1.3%
Reduced · −3K sh
4Microsoft Corp
COM
$73.2M196.3K
4.5%
−1.6%
Reduced · −3K sh
5Amazon Com Inc
COM
$50.9M213.6K
3.1%
−2.2%
Reduced · −5K sh
6Broadcom Inc
COM
$46.8M123.9K
2.9%
+2.7%
Added · +3K sh
7JPMorgan Chase & Co
COM
$29.1M88.9K
1.8%
+2.5%
Added · +2K sh
8Micron Technology Inc
COM
$28.4M24.6K
1.7%
+64%
Added · +10K sh
9Meta Platforms Inc
CL A
$27.1M48.2K
1.7%
+0.8%
Added · +394 sh
10Citigroup Inc
COM NEW
$24.9M177.7K
1.5%
−6.7%
Reduced · −13K sh
11Tesla Inc
COM
$22.6M53.7K
1.4%
+27%
Added · +11K sh
12Advanced Micro Devices Inc
COM
$19.5M33.5K
1.2%
+9.3%
Added · +3K sh
13Cisco Sys Inc
COM
$19.3M164.1K
1.2%
−5.2%
Reduced · −9K sh
14Eli Lilly & Co
COM
$17.9M14.9K
1.1%
+8.7%
Added · +1K sh
15Welltower Inc
COM
$15.9M70.1K
1.0%
+1.0%
Added · +715 sh
16Amphenol Corp
CL A
$15.7M88.9K
1.0%
+22%
Added · +16K sh
17Alphabet Inc
CAP STK CL C
$15.5M44.0K
1.0%
+8.7%
Added · +4K sh
18Mastercard Incorporated
CL A
$14.1M27.4K
0.9%
+3.1%
Added · +816 sh
19Equinix Inc
COM
$14.0M13.5K
0.9%
−0.4%
Reduced · −57 sh
20Unitedhealth Group Inc
COM
$13.7M33.0K
0.8%
+78%
Added · +14K sh
21Western Digital Corp
COM
$13.2M20.7K
0.8%
~0%
Reduced · −8 sh
22Analog Devices Inc
COM
$12.8M32.3K
0.8%
+657%
Added · +28K sh
23Kla Corp
COM NEW
$12.4M41.1K
0.8%
+335%
Added · +32K sh
24Johnson & Johnson
COM
$11.1M43.9K
0.7%
+1.4%
Added · +588 sh
25Visa Inc
COM CL A
$11.1M32.3K
0.7%
−4.9%
Reduced · −2K sh
26Amgen Inc
COM
$10.4M28.8K
0.6%
+8.9%
Added · +2K sh
27Booking Holdings Inc
COM
$10.0M56.0K
0.6%
22×
Added · +53K sh
28Gilead Sciences Inc
COM
$9.9M78.5K
0.6%
−1.9%
Reduced · −2K sh
29Intel Corp
COM
$9.8M70.5K
0.6%
−12%
Reduced · −10K sh
30Bristol-Myers Squibb Co
COM
$9.8M170.3K
0.6%
−12%
Reduced · −22K sh
31Lam Research Corp
COM NEW
$9.8M22.5K
0.6%
+13%
Added · +3K sh
32Union Pac Corp
COM
$9.7M35.5K
0.6%
−3.5%
Reduced · −1K sh
33Prologis Inc.
COM
$9.0M66.5K
0.6%
−0.8%
Reduced · −562 sh
34Ventas Inc
COM
$9.0M101.0K
0.6%
+1.2%
Added · +1K sh
35Dell Technologies Inc
CL C
$8.7M20.3K
0.5%
−49%
Reduced · −19K sh
36Stryker Corporation
COM
$8.4M26.7K
0.5%
+153%
Added · +16K sh
37Simon Ppty Group Inc New
COM
$8.2M36.7K
0.5%
+137%
Added · +21K sh
38Bank Of NY Mellon Corp
COM
$8.2M56.5K
0.5%
−0.2%
Reduced · −139 sh
39Expedia Group Inc
COM NEW
$7.5M29.5K
0.5%
+1.1%
Added · +315 sh
40Ebay Inc.
COM
$7.5M67.4K
0.5%
−1.4%
Reduced · −985 sh
41State STR Corp
COM
$7.3M43.1K
0.5%
−2.7%
Reduced · −1K sh
42Berkshire Hathaway Inc Del
CL B NEW
$7.3M14.6K
0.4%
−5.4%
Reduced · −831 sh
43US Bancorp
COM NEW
$7.3M120.6K
0.4%
−5.8%
Reduced · −7K sh
44Taiwan Semiconductor Manufac
SPONSORED ADS
$7.2M15.0K
0.4%
−36%
Reduced · −8K sh
45Extra Space Storage Inc
COM
$7.2M49.2K
0.4%
+1.6%
Added · +753 sh
46Newmont Corp
COM
$7.1M75.7K
0.4%
−2.8%
Reduced · −2K sh
47Cardinal Health Inc
COM
$7.0M29.4K
0.4%
+210%
Added · +20K sh
48Qnity Electronics Inc
COMMON STOCK
$6.9M42.4K
0.4%
−32%
Reduced · −20K sh
49Automatic Data Processing In
COM
$6.8M30.2K
0.4%
+18%
Added · +5K sh
50Adobe Inc
COM
$6.7M32.5K
0.4%
−2.7%
Reduced · −914 sh
Showing 50 of 498 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026861$1.6B13F-HR
Q1 2026Mar 31, 2026May 12, 2026830$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026776$1.6B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025778$1.6B13F-HR/A
Q2 2025Jun 30, 2025Aug 11, 2025805$1.5B13F-HR
Q1 2025Mar 31, 2025May 13, 2025811$1.4B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025798$1.5B13F-HR
Amended / restated
  • Q3 2025 · filed Nov 12, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.