Watchman Group, Inc.

CIK

1748726

Location

PLANO, TX

Portfolio Value

Small $126,951,946

Diversification

Diversified

Filing Date

Global Rank

#5,170 / 8,603 ▼ 45 · as of Mar 2026

Top Industry

Residential Construction 7.9%

3Y Alpha vs SPY

-7.2%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.6%

SPY

+76.0%

Annualised alpha

-7.6%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

+0.3 pts

Top 5

23.3%

−1.0 pts

Top 10

41.7%

−0.2 pts

HHI

327

Diversified+5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	23.0%	$29,171,690	11
Technology	21.8%	$27,699,000	10
Financial Services	16.9%	$21,504,493	6
Industrials	16.8%	$21,276,573	6
Communication Services	6.8%	$8,590,297	2
Healthcare	6.6%	$8,403,723	3
Energy	3.5%	$4,505,472	1
Basic Materials	2.8%	$3,495,401	1
Consumer Defensive	1.0%	$1,307,322	2
Unclassified	0.8%	$997,975	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+3,952	49,391	$3,552,694
UFPI	Ufp Industries Inc	+2,130	37,944	$3,495,401
NXPI	NXP Semiconductors N.V.	+1,409	15,594	$3,069,834
TPL	Texas Pacific Land Corp	+910	9,494	$4,505,472
ACN	Accenture plc	+642	15,103	$2,994,773
INTU	Intuit Inc.	+498	7,220	$3,121,783
MSFT	Microsoft Corp	+460	13,527	$5,007,289
CAVA	Cava Group, Inc.	+353	54,060	$4,373,454
AMZN	Amazon Com Inc	+159	19,950	$4,154,986
NVDA	Nvidia Corp	+125	1,910	$333,104
V	Visa Inc.	+121	14,625	$4,420,260
SYK	Stryker Corp	+70	15,158	$4,980,767
CSCO	Cisco Systems, Inc.	+53	5,105	$396,096
WMT	Walmart Inc.	+34	7,883	$979,699
AAPL	Apple Inc.	+25	2,492	$632,444
TSLA	Tesla, Inc.	+25	16,102	$5,985,918
JNJ	Johnson & Johnson	+17	1,938	$473,724
META	Meta Platforms, Inc.	+15	5,091	$2,912,713
MCD	Mcdonalds Corp	+4	856	$266,036
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	−4,995	45,353	$5,730,351
CMI	Cummins Inc	−3,841	5,315	$2,859,576
FFIN	First Financial Bankshares Inc	−2,458	95,544	$2,813,770
PCAR	Paccar Inc	−2,149	36,118	$4,171,629
WAB	Westinghouse Air Brake Technologies Corp	−1,115	19,888	$4,970,210
SFBS	ServisFirst Bancshares, Inc.	−985	32,941	$2,399,093
GD	General Dynamics Corp	−766	13,063	$4,483,482
LOW	Lowes Companies Inc	−703	14,794	$3,495,526
A	Agilent Technologies, Inc.	−619	25,875	$2,949,232
YUM	Yum Brands Inc	−321	1,756	$273,022
GOOGL	Alphabet Inc.	−269	19,744	$5,677,584
AMD	Advanced Micro Devices Inc	−208	14,062	$2,860,632
MKL	Markel Group Inc.	−67	2,213	$4,235,836
CSL	Carlisle Companies Inc	−50	13,137	$4,382,765
CVCO	Cavco Industries, Inc.	−41	7,680	$3,719,347
DHI	Horton D R Inc /De/	−33	27,140	$3,724,150
HD	Home Depot, Inc.	−14	680	$223,645
NVR	Nvr Inc	−12	375	$2,471,186
BRK-B	Berkshire Hathaway Inc	−2	14,930	$7,154,456
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
RMD	Resmed Inc	11,830	$2,849,492
REI	Ring Energy, Inc.	500,000	$435,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $126,951,946 total · as of Mar 31, 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
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	14,930	-2	$7,154,456	−4.7%	5.64%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,102	+25	$5,985,918	−17.2%	4.72%
APH	Amphenol Corp /De/ Technology	Reduced	45,353	-4,995	$5,730,351	−15.8%	4.51%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,744	-269	$5,677,584	−9.4%	4.47%
MSFT	Microsoft Corp Technology	Added	13,527	+460	$5,007,289	−20.8%	3.94%
SYK	Stryker Corp Healthcare	Added	15,158	+70	$4,980,767	−6.1%	3.92%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	19,888	-1,115	$4,970,210	+10.9%	3.92%
TPL	Texas Pacific Land Corp Energy	Added	9,494	+910	$4,505,472	+82.7%	3.55%
GD	General Dynamics Corp Industrials	Reduced	13,063	-766	$4,483,482	−3.7%	3.53%
V	Visa Inc. Financial Services	Added	14,625	+121	$4,420,260	−13.1%	3.48%
CSL	Carlisle Companies Inc Industrials	Reduced	13,137	-50	$4,382,765	+3.9%	3.45%
CAVA	Cava Group, Inc. Consumer Cyclical	Added	54,060	+353	$4,373,454	+38.7%	3.44%
MKL	Markel Group Inc. Financial Services	Reduced	2,213	-67	$4,235,836	−13.6%	3.34%
PCAR	Paccar Inc Industrials	Reduced	36,118	-2,149	$4,171,629	−0.5%	3.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,950	+159	$4,154,986	−9.0%	3.27%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	27,140	-33	$3,724,150	−4.8%	2.93%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Reduced	7,680	-41	$3,719,347	−18.5%	2.93%
UBER	Uber Technologies, Inc Technology	Added	49,391	+3,952	$3,552,694	−4.3%	2.80%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	14,794	-703	$3,495,526	−6.5%	2.75%
UFPI	Ufp Industries Inc Basic Materials	Added	37,944	+2,130	$3,495,401	+7.2%	2.75%
INTU	Intuit Inc. Technology	Added	7,220	+498	$3,121,783	−29.9%	2.46%
NXPI	NXP Semiconductors N.V. Technology	Added	15,594	+1,409	$3,069,834	−0.3%	2.42%
ACN	Accenture plc Technology	Added	15,103	+642	$2,994,773	−22.8%	2.36%
A	Agilent Technologies, Inc. Healthcare	Reduced	25,875	-619	$2,949,232	−18.2%	2.32%
META	Meta Platforms, Inc. Communication Services	Added	5,091	+15	$2,912,713	−13.1%	2.29%
AMD	Advanced Micro Devices Inc Technology	Reduced	14,062	-208	$2,860,632	−6.4%	2.25%
CMI	Cummins Inc Industrials	Reduced	5,315	-3,841	$2,859,576	−38.8%	2.25%
FFIN	First Financial Bankshares Inc Financial Services	Reduced	95,544	-2,458	$2,813,770	−3.9%	2.22%
NVR	Nvr Inc Consumer Cyclical	Reduced	375	-12	$2,471,186	−12.4%	1.95%
SFBS	ServisFirst Bancshares, Inc. Financial Services	Reduced	32,941	-985	$2,399,093	−1.5%	1.89%
WMT	Walmart Inc. Consumer Defensive	Added	7,883	+34	$979,699	+12.0%	0.77%
AAPL	Apple Inc. Technology	Added	2,492	+25	$632,444	−5.7%	0.50%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,250	0	$578,987	−3.6%	0.46%
RAVE	Rave Restaurant Group, Inc. Consumer Cyclical	Held	182,800	0	$484,420	−19.7%	0.38%
AFL	Aflac Inc Financial Services	Held	4,385	0	$481,078	−0.5%	0.38%
JNJ	Johnson & Johnson Healthcare	Added	1,938	+17	$473,724	+19.2%	0.37%
BTCO	Invesco Galaxy Bitcoin ETF	Held	6,210	0	$418,988	−22.6%	0.33%
VRSK	Verisk Analytics, Inc. Industrials	Held	2,155	0	$408,911	−15.2%	0.32%
CSCO	Cisco Systems, Inc. Technology	Added	5,105	+53	$396,096	+1.8%	0.31%
NVDA	Nvidia Corp Technology	Added	1,910	+125	$333,104	+0.1%	0.26%
KO	Coca Cola Co Consumer Defensive	Held	4,308	0	$327,623	+8.8%	0.26%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	1,756	-321	$273,022	−13.1%	0.22%
MCD	Mcdonalds Corp Consumer Cyclical	Added	856	+4	$266,036	+2.2%	0.21%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	680	-14	$223,645	−6.3%	0.18%