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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 Chg Shares Chg % Period Price ① Since Period ①
1 SCHX SCHWAB STRATEGIC TR 137,965.0 $4.0M 1.67% NEW $29.30 +3.6%
2 VTI VANGUARD INDEX FDS 621.0 $304K 0.12% NEW $489.22 -22.4%
3 GOOG ALPHABET INC 811.0 $287K 0.12% NEW $353.33
4 GOOGL ALPHABET INC Communication Services 690.0 $247K 0.10% NEW $357.37 -5.3%

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
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%