Latest Watchman Group, Inc. Stock Portfolio
Watchman Group, Inc. Performance:
2026 Q1: -2%YTD: -2%2025: 10.79%
Performance for 2026 Q1 is -2%, and YTD is -2%, and 2025 is 10.79%.
About Watchman Group, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Watchman Group, Inc. reported an equity portfolio of $413.2 Millions as of 31 Mar, 2026.
The top stock holdings of Watchman Group, Inc. are AGGH, DFAC, ACVF. The fund has invested 10.5% of it's portfolio in SIMPLIFY EXCHANGE TRADED FUN and 8.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off RESMED INC (RMD), VANGUARD MUN BD FDS (VTEB) and RING ENERGY INC (REI) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (IJR) and CUMMINS INC (CMI). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), ISHARES TR (DMXF) and TEXAS PACIFIC LAND CORPORATI (TPL).
The top stock holdings of Watchman Group, Inc. are AGGH, DFAC, ACVF. The fund has invested 10.5% of it's portfolio in SIMPLIFY EXCHANGE TRADED FUN and 8.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off RESMED INC (RMD), VANGUARD MUN BD FDS (VTEB) and RING ENERGY INC (REI) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (IJR) and CUMMINS INC (CMI). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), ISHARES TR (DMXF) and TEXAS PACIFIC LAND CORPORATI (TPL).
Watchman Group, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Watchman Group, Inc. made a return of -2% in the last quarter. In trailing 12 months, it's portfolio return was 11.69%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| american centy etf tr | 1,138 |
| ishares tr | 55.5 |
| texas pacific land corporati | 10.6 |
| nxp semiconductors n v | 9.93 |
| uber technologies inc | 8.7 |
| etf opportunities trust | 7.6 |
| fidelity merrimack str tr | 7.51 |
| intuit | 7.41 |
Additions to existing portfolio by Watchman Group, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -81.57 |
| ishares tr | -68.73 |
| cummins inc | -41.95 |
| wisdomtree tr | -36.29 |
| vanguard index fds | -21.9 |
| yum brands inc | -15.45 |
| ishares tr | -10.33 |
| amphenol corp | -9.92 |
Watchman Group, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ring energy inc | -435,000 |
| vanguard mun bd fds | -813,089 |
| resmed inc | -2,849,490 |
| bny mellon etf trust | -216,213 |
Watchman Group, Inc. got rid off the above stocks
Sector Distribution
Watchman Group, Inc. has about 71.5% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
- Industrials
- Communication Services
- Financial Services
- Healthcare
| Sector | % |
|---|---|
| Others | 71.5 |
| Technology | 6.7 |
| Consumer Cyclical | 6 |
| Industrials | 5.1 |
| Communication Services | 3.9 |
| Financial Services | 3.5 |
| Healthcare | 2 |
Market Cap. Distribution
Watchman Group, Inc. has about 25.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 71.5 |
| LARGE-CAP | 15.1 |
| MEGA-CAP | 10.3 |
| MID-CAP | 3 |
Stocks belong to which Index?
About 25.4% of the stocks held by Watchman Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 74.6 |
| S&P 500 | 22.4 |
| RUSSELL 2000 | 3 |
Watchman Group, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Watchman Group, Inc.
Watchman Group, Inc. has 73 stocks in it's portfolio. About 60.2% of the portfolio is in top 10 stocks. ACVF proved to be the most loss making stock for the portfolio. TPL was the most profitable stock for Watchman Group, Inc. last quarter.
Last Reported on: 20 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.71 | 25,875 | 2,949,230 | reduced | -2.34 | ||
| AAPL | apple inc | 0.15 | 2,492 | 632,445 | added | 1.01 | ||
| AAXJ | ishares tr | 6.61 | 271,037 | 27,298,800 | added | 4.69 | ||
| AAXJ | ishares tr | 0.15 | 11,380 | 607,123 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.06 | 2,047 | 227,975 | reduced | -81.57 | ||
| ACN | accenture plc ireland | 0.72 | 15,103 | 2,994,770 | added | 4.44 | ||
| ACVF | etf opportunities trust | 7.28 | 719,058 | 30,063,800 | added | 7.6 | ||
| AEMB | american centy etf tr | 2.20 | 106,968 | 9,075,170 | added | 1,138 | ||
| AFL | aflac inc | 0.12 | 4,385 | 481,079 | unchanged | 0.00 | ||
| AGGH | simplify exchange traded fun | 10.51 | 877,875 | 43,419,700 | added | 5.61 | ||
| AMD | advanced micro devices inc | 0.69 | 14,062 | 2,860,630 | reduced | -1.46 | ||
| AMZN | amazon com inc | 1.00 | 19,950 | 4,154,990 | added | 0.8 | ||
| APH | amphenol corp | 1.39 | 45,353 | 5,730,350 | reduced | -9.92 | ||
| BIV | vanguard bd index fds | 0.07 | 3,532 | 276,945 | added | 0.14 | ||
| BKAG | bny mellon etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BOB | ea series trust | 2.26 | 171,193 | 9,355,710 | reduced | -8.12 | ||
| CMI | cummins inc | 0.69 | 5,315 | 2,859,580 | reduced | -41.95 | ||
| CSCO | cisco sys inc | 0.10 | 5,105 | 396,097 | added | 1.05 | ||
| CSL | carlisle cos inc | 1.06 | 13,137 | 4,382,770 | reduced | -0.38 | ||
| CVCO | cavco inds inc del | 0.90 | 7,680 | 3,719,350 | reduced | -0.53 | ||