Watchman Group, Inc.

CIK

1748726

Location

PLANO, TX

Portfolio Value

Small $135,399,473

Diversification

Diversified

Filing Date

Global Rank

#5,469 / 8,700 ▼ 1563

Top Industry

Residential Construction 8.2%

Period ended 3 months ago

Filed Jul 27, 2026 · 49d

26 quarters · since Mar 2020

Portfolio Concentration

45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.7%

−15.6 pts

Top 5

25.2%

−31.0 pts

Top 10

43.2%

−28.1 pts

HHI

337

Diversified−508

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	22.9%	$31,038,008	10
Technology	21.8%	$29,544,268	10
Financial Services	17.6%	$23,839,069	6
Industrials	16.5%	$22,325,892	6
Communication Services	6.9%	$9,322,234	2
Healthcare	6.5%	$8,759,142	3
Energy	3.3%	$4,529,721	2
Basic Materials	2.7%	$3,706,366	1
Consumer Defensive	0.9%	$1,222,459	2
Unclassified	0.8%	$1,112,314	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
ACN	Accenture plc	+7,581	22,684	$2,822,796
UFPI	Ufp Industries Inc	+2,902	40,846	$3,706,366
SFBS	ServisFirst Bancshares, Inc.	+1,998	34,939	$3,030,958
A	Agilent Technologies, Inc.	+687	26,562	$3,528,230
AMZN	Amazon Com Inc	+358	20,308	$4,840,208
V	Visa Inc.	+343	14,968	$5,135,371
CSCO	Cisco Systems, Inc.	+149	5,254	$617,134
TPL	Texas Pacific Land Corp	+140	9,634	$4,216,223
BRK-B	Berkshire Hathaway Inc	+128	15,058	$7,534,872
CVCO	Cavco Industries, Inc.	+108	7,788	$4,784,791
UBER	Uber Technologies, Inc	+99	49,490	$3,571,198
JNJ	Johnson & Johnson	+30	1,968	$499,812
YUM	Yum Brands Inc	+20	1,776	$283,911
MSFT	Microsoft Corp	+20	13,547	$5,053,301
MCD	Mcdonalds Corp	+19	875	$236,521
MKL	Markel Group Inc.	+3	2,216	$4,327,870
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−26,160	19,319	$6,904,031
CAVA	Cava Group, Inc.	−2,647	51,413	$4,034,892
NXPI	NXP Semiconductors N.V.	−1,505	14,089	$3,959,431
WAB	Westinghouse Air Brake Technologies Corp	−1,336	18,552	$5,001,619
APH	Amphenol Corp /De/	−1,280	44,073	$7,770,951
GD	General Dynamics Corp	−1,077	11,986	$4,245,920
META	Meta Platforms, Inc.	−798	4,293	$2,418,203
PCAR	Paccar Inc	−298	35,820	$4,302,698
INTU	Intuit Inc.	−296	6,924	$1,807,164
FFIN	First Financial Bankshares Inc	−288	95,256	$3,295,857
KO	Coca Cola Co	−252	4,056	$329,631
CMI	Cummins Inc	−223	5,092	$3,631,665
LOW	Lowes Companies Inc	−150	14,644	$3,228,855
SYK	Stryker Corp	−131	15,027	$4,731,100
NVR	Nvr Inc	−101	274	$1,866,871
AAPL	Apple Inc.	−64	2,428	$702,566
TSLA	Tesla, Inc.	−57	16,045	$6,748,527
DHI	Horton D R Inc /De/	−30	27,110	$4,415,676
CSL	Carlisle Companies Inc	−23	13,114	$4,757,103
NVDA	Nvidia Corp	−13	1,897	$379,570
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	28,809	$2,860,157
IBIT	iShares Bitcoin Trust ETF	7,427	$247,244
QQQ	Invesco Qqq Trust, Series 1	288	$212,083
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	2,099,861	$88,891,999
AGGH	Simplify Aggregate Bond ETF	877,875	$43,419,697
AAXJ	iShares MSCI All Country Asia ex Japan ETF	413,531	$41,480,297
AAPX	T-Rex 2X Long Apple Daily Target ETF	719,058	$30,063,814
TACN	T. Rowe Price Active Core International Equity ETF	811,272	$29,749,344
FAAA	Fidelity AAA CLO ETF	442,443	$20,184,249
AAAA	Amplius Aggressive Asset Allocation ETF	171,193	$9,355,697
ACSG	American Century Small Cap Growth Insights ETF	106,968	$9,075,165
AMD	Advanced Micro Devices Inc	14,062	$2,860,632
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	27,825	$1,400,710
VB	Vanguard Morningstar Small-Cap ETF	2,140	$1,071,478
VEA	Vanguard FTSE Developed Markets ETF	7,458	$477,908
BTCO	Invesco Galaxy Bitcoin ETF	6,210	$418,988
BIV	Vanguard Intermediate-Term Bond ETF	3,532	$276,944
VIG	Vanguard Dividend Appreciation ETF	1,088	$233,985
HD	Home Depot, Inc.	680	$223,645
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $135,399,473 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	Reduced	44,073	-1,280	$7,770,951	−32.2%	5.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,058	+128	$7,534,872	+5.3%	5.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,319	-26,160	$6,904,031	−47.1%	5.10%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	16,045	-57	$6,748,527	+12.7%	4.98%
V	Visa Inc. Financial Services	Added	14,968	+343	$5,135,371	+16.2%	3.79%
MSFT	Microsoft Corp Technology	Added	13,547	+20	$5,053,301	+0.9%	3.73%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	18,552	-1,336	$5,001,619	+0.6%	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,308	+358	$4,840,208	+16.5%	3.57%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Added	7,788	+108	$4,784,791	+28.6%	3.53%
CSL	Carlisle Companies Inc Industrials	Reduced	13,114	-23	$4,757,103	+8.5%	3.51%
SYK	Stryker Corp Healthcare	Reduced	15,027	-131	$4,731,100	−5.0%	3.49%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	27,110	-30	$4,415,676	+18.6%	3.26%
MKL	Markel Group Inc. Financial Services	Added	2,216	+3	$4,327,870	+2.2%	3.20%
PCAR	Paccar Inc Industrials	Reduced	35,820	-298	$4,302,698	+3.1%	3.18%
GD	General Dynamics Corp Industrials	Reduced	11,986	-1,077	$4,245,920	−5.3%	3.14%
TPL	Texas Pacific Land Corp Energy	Added	9,634	+140	$4,216,223	−6.4%	3.11%
CAVA	Cava Group, Inc. Consumer Cyclical	Reduced	51,413	-2,647	$4,034,892	−7.7%	2.98%
NXPI	NXP Semiconductors N.V. Technology	Reduced	14,089	-1,505	$3,959,431	+29.0%	2.92%
UFPI	Ufp Industries Inc Basic Materials	Added	40,846	+2,902	$3,706,366	+6.0%	2.74%
CMI	Cummins Inc Industrials	Reduced	5,092	-223	$3,631,665	+27.0%	2.68%
UBER	Uber Technologies, Inc Technology	Added	49,490	+99	$3,571,198	+0.5%	2.64%
A	Agilent Technologies, Inc. Healthcare	Added	26,562	+687	$3,528,230	+19.6%	2.61%
FFIN	First Financial Bankshares Inc Financial Services	Reduced	95,256	-288	$3,295,857	+17.1%	2.43%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	14,644	-150	$3,228,855	−7.6%	2.38%
SFBS	ServisFirst Bancshares, Inc. Financial Services	Added	34,939	+1,998	$3,030,958	+26.3%	2.24%
NOW	ServiceNow, Inc. Technology	NEW	28,809	NEW	$2,860,157	NEW	2.11%
ACN	Accenture plc Technology	Added	22,684	+7,581	$2,822,796	−5.7%	2.08%
META	Meta Platforms, Inc. Communication Services	Reduced	4,293	-798	$2,418,203	−17.0%	1.79%
NVR	Nvr Inc Consumer Cyclical	Reduced	274	-101	$1,866,871	−24.5%	1.38%
INTU	Intuit Inc. Technology	Reduced	6,924	-296	$1,807,164	−42.1%	1.33%
WMT	Walmart Inc. Consumer Defensive	Held	7,883	0	$892,828	−8.9%	0.66%
AAPL	Apple Inc. Technology	Reduced	2,428	-64	$702,566	+11.1%	0.52%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,250	0	$652,987	+12.8%	0.48%
CSCO	Cisco Systems, Inc. Technology	Added	5,254	+149	$617,134	+55.8%	0.46%
RAVE	Rave Restaurant Group, Inc. Consumer Cyclical	Held	182,800	0	$597,756	+23.4%	0.44%
AFL	Aflac Inc Financial Services	Held	4,385	0	$514,141	+6.9%	0.38%
JNJ	Johnson & Johnson Healthcare	Added	1,968	+30	$499,812	+5.5%	0.37%
VRSK	Verisk Analytics, Inc. Industrials	Held	2,155	0	$386,887	−5.4%	0.29%
NVDA	Nvidia Corp Technology	Reduced	1,897	-13	$379,570	+13.9%	0.28%
KO	Coca Cola Co Consumer Defensive	Reduced	4,056	-252	$329,631	+0.6%	0.24%
XOM	ExxonMobil Holdings Corp Energy	Held	2,293	0	$313,498	−19.4%	0.23%
YUM	Yum Brands Inc Consumer Cyclical	Added	1,776	+20	$283,911	+4.0%	0.21%
IBIT	iShares Bitcoin Trust ETF	NEW	7,427	NEW	$247,244	NEW	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Added	875	+19	$236,521	−11.1%	0.17%
QQQ	Invesco Qqq Trust, Series 1	NEW	288	NEW	$212,083	NEW	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.