Watchman Group, Inc.
Top Portfolio Positions
45 positions ·
$127,340,976 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
14,930 | $7,154,456 | 5.62% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,102 | $5,985,918 | 4.70% | |
| APH |
Amphenol Corp /De/
Technology
|
45,353 | $5,730,351 | 4.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,744 | $5,677,584 | 4.46% | |
| MSFT |
Microsoft Corp
Technology
|
13,527 | $5,007,289 | 3.93% | |
| SYK |
Stryker Corp
Healthcare
|
15,158 | $4,980,767 | 3.91% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
19,888 | $4,970,210 | 3.90% | |
| TPL |
Texas Pacific Land Corp
Energy
|
9,494 | $4,505,472 | 3.54% | |
| GD |
General Dynamics Corp
Industrials
|
13,063 | $4,483,482 | 3.52% | |
| V |
Visa Inc.
Financial Services
|
14,625 | $4,420,260 | 3.47% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CVCO
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,719,347 | 7,680 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,561,103 | 7,721 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,695,782 | 8,086 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,536,694 | 8,141 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,242,259 | 8,164 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,071,848 | 9,125 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,171,914 | 9,742 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,387,273 | 9,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,876,069 | 9,713 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,344,883 | 9,650 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,572,651 | 9,684 | Shares | Sole | 2023-11-09 | |
| No 13F history on record for this holder in this stock. | ||||||