Linscomb & Williams, Inc.
RIA/Wealth
Linscomb & Williams, Inc. is a RIA/Wealth based in Houston, TX led by Phillip Paul Hamman, reporting $4.6B in AUM as of Q3 2025 with 55% ETF concentration.
CEOPhillip Paul Hamman
- Portfolio Value
- $2.3B
- Positions
- 307
- Top Holding
- VEA at 11%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Linscomb & Williams, Inc.'s portfolio (45.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $255.5M | 11.00% | +$4.3M Bought | — 4.3M shares | |
ETF ETF | $207.7M | 8.95% | -$2.9M Sold | — 310.4K shares | |
ETF ETF | $103.8M | 4.47% | +$166.3K Bought | — 1.6M shares | |
ETF ETF | $96.0M | 4.14% | +$2.0M Bought | — 2.1M shares | |
ETF ETF | $95.6M | 4.12% | -$134.3K Sold | — 1.8M shares | |
ETF ETF | $92.7M | 3.99% | -$930.2K Sold | — 992.4K shares | |
Software - Infrastructure Technology | $55.4M | 2.39% | +$1.0M Bought | 0.00% 107.0K shares | |
ETF ETF | $49.8M | 2.14% | -$325.5K Sold | — 151.7K shares | |
Semiconductors Technology | $48.9M | 2.11% | -$3.2M Sold | 0.00% 148.3K shares | |
Oil & Gas Integrated Energy | $42.3M | 1.82% | -$1.6M Sold | 0.01% 375.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Linscomb & Williams, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Linscomb & Williams, Inc.
GthenA