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Portfolio (Quarterly) Guide ↗

THREADGILL FINANCIAL, LLC

· CIK 0001814104
13F Portfolio $243M AUM 36 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 12 Added 6 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IBDS ISHARES TR 1,420,636 $34.4M 10.01% SOLD
2 IBDT ISHARES TR 867,919 $22.0M 6.39% SOLD
3 IBDU ISHARES TR 923,433 $21.5M 6.24% SOLD
4 IBHG ISHARES TR 962,629 $21.3M 6.19% SOLD
5 IBHH ISHARES TR 868,688 $20.4M 5.92% SOLD
6 IBHI ISHARES TR 486,139 $11.3M 3.29% SOLD
7 SPGI S&P GLOBAL INC Financial Services 16,734 $7.1M 2.07% SOLD
8 EFX EQUIFAX INC Industrials 27,844 $5.0M 1.46% SOLD
9 TRU TRANSUNION Industrials 61,261 $4.2M 1.23% SOLD
10 MCO MOODYS CORP Financial Services 6,864 $3.0M 0.87% SOLD
11 VUG VANGUARD INDEX FDS 982 $429K 0.12% SOLD
12 IBHJ ISHARES TR 9,621 $252K 0.07% SOLD
Sector Allocation
Financial Services 39.0%
Consumer Cyclical 34.8%
Energy 11.9%
Industrials 7.4%
Technology 4.5%
Utilities 0.9%
Consumer Defensive 0.7%
Healthcare 0.5%
Communication Services 0.3%