BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Watchman Group, Inc.

· CIK 0001748726
13F Portfolio $447M AUM 73 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 24 Added 29 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NOW SERVICENOW INC Technology 28,809.0 $2.9M 0.64% NEW $99.28 +27.9%
2 CTA SIMPLIFY EXCHANGE TRADED FUN 14,589.0 $378K 0.09% NEW $25.94 +4.1%
3 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,427.0 $247K 0.06% NEW $33.29 +34.3%
4 QQQ INVESCO QQQ TR Financial Services 288.0 $212K 0.05% NEW $736.27 -3.5%

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
Consumer Cyclical 24.3%
Technology 23.1%
Industrials 17.5%
Financial Services 13.6%
Communication Services 7.3%
Healthcare 6.9%
Energy 3.5%
Basic Materials 2.9%
Consumer Defensive 1.0%