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Portfolio (Quarterly) Guide ↗

Goodman Financial Corp

· CIK 0001382303
13F Portfolio $581.9B AUM 77 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 21 Added 21 Reduced 4 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 13,725.0 $1.4M 0.24% +5K +58.0% $101.77 +6.4%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 20.1%
Technology 18.6%
Energy 13.2%
Consumer Cyclical 13.0%
Healthcare 10.7%
Financial Services 9.7%
Consumer Defensive 5.9%
Communication Services 3.7%
Utilities 3.4%
Basic Materials 1.7%