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Portfolio (Quarterly) Guide ↗

Watchman Group, Inc.

· CIK 0001748726
13F Portfolio $413M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 78 New
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,487.0 $422K 0.10% NEW $65.00 -33.9%
62 IVV ISHARES TR 605.0 $405K 0.10% NEW $669.30 +11.9%
63 VTI VANGUARD INDEX FDS 1,184.0 $389K 0.09% NEW $328.17 +11.8%
64 NVDA NVIDIA CORPORATION Technology 2,049.0 $382K 0.09% NEW $186.58 +15.4%
65 JNJ JOHNSON & JOHNSON Healthcare 1,921.0 $356K 0.09% NEW $185.42 +26.4%
66 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 3,119.0 $356K 0.09% NEW $114.01 -33.9%
67 YUM YUM BRANDS INC Consumer Cyclical 2,275.0 $346K 0.08% NEW $152.00 +1.5%
68 CSCO CISCO SYS INC Technology 4,979.0 $341K 0.08% NEW $68.42 +76.0%
69 MCD MCDONALDS CORP Consumer Cyclical 1,102.0 $335K 0.08% NEW $303.89 -7.1%
70 HD HOME DEPOT INC Consumer Cyclical 814.0 $330K 0.08% NEW $405.20 -22.7%
71 IWD ISHARES TR 1,558.0 $317K 0.08% NEW $203.59 +16.1%
72 KO COCA COLA CO Consumer Defensive 4,308.0 $286K 0.07% NEW $66.32 +22.9%
73 SMMU PIMCO ETF TR 5,540.0 $280K 0.07% NEW $50.57 -0.5%
74 BSV VANGUARD BD INDEX FDS 3,527.0 $278K 0.07% NEW $78.91 -1.3%
75 XOM EXXON MOBIL CORP Energy 2,337.0 $263K 0.06% NEW $112.75 +37.4%
76 VIG VANGUARD SPECIALIZED FUNDS 1,211.0 $261K 0.06% NEW $215.79 +8.0%
77 TPL TEXAS PACIFIC LAND CORPORATI Energy 270.0 $252K 0.06% NEW $933.64 -56.9%
78 IUSV ISHARES TR 2,138.0 $214K 0.05% NEW $99.95 +10.4%
Page 4 of 4  ·  78 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 21.3%
Consumer Cyclical 20.4%
Industrials 18.7%
Financial Services 16.3%
Communication Services 10.5%
Healthcare 8.9%
Basic Materials 2.5%
Consumer Defensive 0.8%
Energy 0.7%