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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LEN LENNAR CORP Consumer Cyclical 2,900.0 $298K 0.22% $102.80 -15.3%
62 VB VANGUARD INDEX FDS 1,057.0 $273K 0.20% $257.95 +16.9%
63 EXP EAGLE MATLS INC Basic Materials 1,250.0 $258K 0.19% -50.0 -3.9% $206.68 +6.0%
64 GM GENERAL MTRS CO Consumer Cyclical 2,952.0 $240K 0.18% NEW $81.32 -7.1%
65 PG PROCTER AND GAMBLE CO Consumer Defensive 1,550.0 $222K 0.16% -16.0 -1.0% $143.31 +2.9%
66 TGT TARGET CORP Consumer Defensive 2,077.0 $203K 0.15% NEW $97.75 +33.3%
Page 4 of 4  ·  66 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%