Womack Financial LLC
Top Portfolio Positions
50 positions ·
$48,616,718 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CSWC |
Capital Southwest Corp
Financial Services
|
232,275 | $5,137,923 | 10.57% | |
| MKL |
Markel Group Inc.
Financial Services
|
1,974 | $3,778,373 | 7.77% | |
| TFIN |
Triumph Financial, Inc.
Financial Services
|
51,755 | $3,087,703 | 6.35% | |
| AAPL |
Apple Inc.
Technology
|
11,155 | $2,831,027 | 5.82% | |
| NVDA |
Nvidia Corp
Technology
|
12,024 | $2,096,985 | 4.31% | |
| AVGO |
Broadcom Inc.
Technology
|
6,469 | $2,002,220 | 4.12% | |
| WNC |
WABASH NATIONAL Corp
Industrials
|
231,077 | $1,991,883 | 4.10% | |
| MSFT |
Microsoft Corp
Technology
|
4,630 | $1,713,887 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,469 | $1,572,665 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,870 | $1,430,814 | 2.94% |
Portfolio Trend
6 quarters · across all stocks
Holdings in EZET
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $159,826 | 10,052 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||