Womack Financial LLC
Top Portfolio Positions
51 positions ·
$54,585,154 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
12,455 | $5,968,436 | 10.93% | |
| CSWC |
Capital Southwest Corp
Financial Services
|
232,275 | $5,137,923 | 9.41% | |
| MKL |
Markel Group Inc.
Financial Services
|
1,974 | $3,778,373 | 6.92% | |
| TFIN |
Triumph Financial, Inc.
Financial Services
|
51,755 | $3,087,703 | 5.66% | |
| AAPL |
Apple Inc.
Technology
|
11,155 | $2,831,027 | 5.19% | |
| NVDA |
Nvidia Corp
Technology
|
12,024 | $2,096,985 | 3.84% | |
| AVGO |
Broadcom Inc.
Technology
|
6,469 | $2,002,220 | 3.67% | |
| WNC |
WABASH NATIONAL Corp
Industrials
|
231,077 | $1,991,883 | 3.65% | |
| MSFT |
Microsoft Corp
Technology
|
4,630 | $1,713,887 | 3.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,469 | $1,572,665 | 2.88% |
Portfolio Trend
6 quarters · across all stocks
Holdings in TFIN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,087,703 | 51,755 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,032,481 | 48,419 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,070,505 | 41,377 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $2,089,936 | 37,923 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $1,933,294 | 33,448 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $3,042,298 | 33,476 | Shares | Sole | 2026-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||