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Portfolio (Quarterly) Guide ↗

Womack Financial LLC

· CIK 0002107079
13F Portfolio $135M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 29 Added 22 Reduced
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHB SCHWAB STRATEGIC TR 29,747.0 $780K 0.58% +4K +14.3% $26.23 +10.2%
22 ADBE ADOBE INC Technology 1,703.0 $596K 0.44% +23.0 +1.4% $349.99 -39.7%
23 UNH UNITEDHEALTH GROUP INC Healthcare 1,613.0 $532K 0.39% +41.0 +2.6% $330.11 +29.2%
24 UPS UNITED PARCEL SERVICE INC Industrials 5,287.0 $524K 0.39% +950.0 +21.9% $99.19 +10.4%
25 MRK MERCK & CO INC Healthcare 4,969.0 $523K 0.39% +1K +42.2% $105.26 +19.1%
26 FANG DIAMONDBACK ENERGY INC Energy 3,450.0 $519K 0.38% +334.0 +10.7% $150.33 +14.4%
27 OXY OCCIDENTAL PETE CORP Energy 12,452.0 $512K 0.38% +937.0 +8.1% $41.12 +16.6%
28 ITAN EA SERIES TRUST 11,923.0 $442K 0.33% +2K +22.4% $37.04 +13.2%
29 NOW SERVICENOW INC Technology 2,250.0 $345K 0.26% +2K +400.0% $153.19 -30.9%
Page 2 of 2  ·  29 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
Financial Services 35.7%
Technology 26.6%
Communication Services 10.1%
Consumer Cyclical 7.8%
Industrials 6.9%
Healthcare 6.6%
Energy 2.9%
Consumer Defensive 2.2%
Real Estate 0.9%
Basic Materials 0.5%