Watchman Group, Inc.

CIK

1748726

Location

PLANO, TX

Portfolio Value

Small $135,399,473

Diversification

Diversified

Filing Date

Global Rank

#1,623 / 3,203 ▲ 3568

Top Industry

Residential Construction 8.2%

3Y Alpha vs SPY

-6.8%

Period ended 31 days ago

Filed Jul 27, 2026 · 4d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+41.4%

SPY

+65.0%

Annualised alpha

-5.9%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.7%

+0.1 pts

Top 5

25.2%

+2.0 pts

Top 10

43.2%

+1.7 pts

HHI

337

Diversified+12

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
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
GOOGL	Alphabet Inc.	−425	19,319	$6,904,031
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

3 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	14,062	$2,860,632
BTCO	Invesco Galaxy Bitcoin ETF	6,210	$418,988
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	+35.6%	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	-425	$6,904,031	+21.6%	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.