SEC 13F Intelligence

Managers / Q1 2026

Austin Asset Management Co Inc

CIK 0001902024 · 7200 N. MOPAC EXPWY, SUITE 315, AUSTIN, TX, 78731 · 5124536622

Reported Value
$608M
Q1 2026
Positions
85
Filings on Record
18
2019–present window
Filed
Apr 29, 2026
original filing

Summary

Austin Asset Management Co Inc reported $608M in U.S.-listed holdings across 85 positions for Q1 2026.

The portfolio is heavily concentrated: DFAC alone accounts for 25.8% of reported value.

Compared with Q4 2025, the fund opened 11 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $320MQ4 ’21Q1 ’22: $315MQ2 ’22: $280MQ3 ’22: $278MQ3 ’22Q4 ’22: $277.7BQ1 ’23: $312MQ2 ’23: $352MQ2 ’23Q3 ’23: $343MQ4 ’23: $380MQ1 ’24: $471MQ1 ’24Q2 ’24: $489MQ3 ’24: $514MQ4 ’24: $503MQ4 ’24Q1 ’25: $480MQ2 ’25: $513MQ3 ’25: $548MQ3 ’25Q4 ’25: $609MQ1 ’26: $608Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$608M85Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$609M76Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$548M74Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$513M74Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$480M81Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$503M71Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$514M67Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$489M66Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$471M64Apr 26, 202413F-HRchanges · EDGAR ↗
Q4 2023$380M58Jan 10, 202413F-HRchanges · EDGAR ↗
Q3 2023$343M61Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$352M58Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$312M56Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$277.7B53Jan 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$278M53Oct 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$280M55Jul 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$315M57Apr 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$320M56Jan 26, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.