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Portfolio (Quarterly) Guide ↗

Goodman Financial Corp

· CIK 0001382303
13F Portfolio $528M AUM 71 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1,358.0 $305K 0.06% NEW $224.62 +19.2%
62 SHEL ROYAL DUTCH SHELL PLC-ADR Energy 4,112.0 $302K 0.06% NEW $73.48 +16.2%
63 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 6,005.0 $289K 0.06% NEW $48.11 +8.1%
64 PB PROSPERITY BANCSHARES INC COM Financial Services 4,153.0 $287K 0.05% NEW $69.11 -3.8%
65 BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 16,140.0 $273K 0.05% NEW $16.92 -2.1%
66 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 4,491.0 $260K 0.05% NEW $57.91 +9.2%
67 JPM JPMORGAN CHASE & CO. COM Financial Services 784.0 $253K 0.05% NEW $322.14 -7.6%
68 VXF VANGUARD EXTENDED MARKET ETF 1,141.0 $239K 0.04% NEW $209.12 +7.1%
69 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 2,000.0 $235K 0.04% NEW $117.52 +11.0%
70 TSLA TESLA INC COM Consumer Cyclical 476.0 $214K 0.04% NEW $449.72 -6.1%
71 RITM RITHM CAPITAL CORP COM NEW Real Estate 12,942.0 $141K 0.03% NEW $10.90 -16.2%
Page 4 of 4  ·  71 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
Technology 21.2%
Industrials 18.8%
Financial Services 14.7%
Consumer Cyclical 13.4%
Energy 12.7%
Healthcare 6.9%
Consumer Defensive 6.2%
Basic Materials 4.2%
Communication Services 1.8%
Real Estate 0.0%