Latest Watchman Group, Inc. Stock Portfolio

Watchman Group, Inc. Performance:

2025 Q4: 1.13%YTD: 10.79%2024: 5.53%

Performance for 2025 Q4 is 1.13%, and YTD is 10.79%, and 2024 is 5.53%.

About Watchman Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Watchman Group, Inc. reported an equity portfolio of $418.9 Millions as of 31 Dec, 2025.

The top stock holdings of Watchman Group, Inc. are AGGH, DFAC, ACVF. The fund has invested 10% of it's portfolio in SIMPLIFY EXCHANGE TRADED FUN and 8.8% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off GENERAC HLDGS INC (GNRC), CULLEN FROST BANKERS INC (CFR) and PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in VANGUARD MUN BD FDS (VTEB), MCDONALDS CORP (MCD) and VANGUARD INDEX FDS (VB). Watchman Group, Inc. opened new stock positions in CAVA GROUP INC, ADVANCED MICRO DEVICES INC (AMD) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS PACIFIC LAND CORPORATI (TPL), INVESCO GALAXY BITCOIN ETF and WISDOMTREE TR (DWMF).

Watchman Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Watchman Group, Inc. made a return of 1.13% in the last quarter. In trailing 12 months, it's portfolio return was 10.79%.

Performance
S&P 500

New Buys

Ticker	$ Bought
cava group inc	3,152,060
advanced micro devices inc	3,056,060
american centy etf tr	711,081
bny mellon etf trust	216,213

New stocks bought by Watchman Group, Inc.

Additions

Ticker	% Inc.
texas pacific land corporati	3,079
invesco galaxy bitcoin etf	99.1
wisdomtree tr	86.71
fidelity merrimack str tr	11.3
ishares tr	9.42
simplify exchange traded fun	6.5
etf opportunities trust	5.21
servisfirst bancshares inc	5.08

Additions to existing portfolio by Watchman Group, Inc.

Reductions

Ticker	% Reduced
vanguard mun bd fds	-60.74
mcdonalds corp	-22.69
vanguard index fds	-19.00
cummins inc	-18.71
ishares tr	-17.15
ishares tr	-16.76
home depot inc	-14.74
nvidia corporation	-12.88

Watchman Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
paypal hldgs inc	-2,916,100
generac hldgs inc	-4,375,500
cullen frost bankers inc	-3,299,700
ishares bitcoin trust etf	-421,655
pimco etf tr	-280,158

Watchman Group, Inc. got rid off the above stocks

Sector Distribution

Watchman Group, Inc. has about 67.9% of it's holdings in Others sector.

Sector	%
Others	67.9
Technology	7.8
Consumer Cyclical	6.7
Industrials	5.4
Communication Services	4.2
Financial Services	3.8
Healthcare	2.9

Market Cap. Distribution

Watchman Group, Inc. has about 28.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	67.9
LARGE-CAP	16.6
MEGA-CAP	12.1
MID-CAP	3.1

Stocks belong to which Index?

About 28.9% of the stocks held by Watchman Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	71.1
S&P 500	25.6
RUSSELL 2000	3.3

Top 5 Winners (%)		%
GOOG	alphabet inc	28.5 %
GOOG	alphabet inc	28.1 %
CMI	cummins inc	18.9 %
BOB	ea series trust	15.7 %
CSCO	cisco sys inc	12.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.8 M
GOOG	alphabet inc	1.4 M
BOB	ea series trust	1.3 M
ACVF	etf opportunities trust	1.0 M
DFAC	dimensional etf trust	0.9 M

Top 5 Losers (%)		%
TPL	texas pacific land corporati	-53.7 %
REI	ring energy inc	-20.2 %
	invesco galaxy bitcoin etf	-18.8 %
UBER	uber technologies inc	-16.6 %
DHI	d r horton inc	-14.9 %

Top 5 Losers ($)		$
TPL	texas pacific land corporati	-2.9 M
UBER	uber technologies inc	-0.7 M
DHI	d r horton inc	-0.7 M
MSFT	microsoft corp	-0.5 M
RMD	resmed inc	-0.4 M

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 77 stocks in it's portfolio. About 58.2% of the portfolio is in top 10 stocks. TPL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Watchman Group, Inc. last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.86	26,494	3,605,040	reduced	-2.04

AAPL	apple inc	0.16	2,467	670,679	added	1.07

AAXJ	ishares tr	6.28	258,903	26,322,700	added	2.54

AAXJ	ishares tr	0.30	11,105	1,265,080	reduced	-5.65

AAXJ	ishares tr	0.17	11,380	707,267	unchanged	0.00

ACN	accenture plc ireland	0.93	14,461	3,879,890	added	3.83

ACVF	etf opportunities trust	7.06	668,263	29,577,300	added	5.21

AEMB	american centy etf tr	0.17	8,638	711,081	new

AFL	aflac inc	0.12	4,385	483,534	added	0.05

AGGH	simplify exchange traded fun	10.00	831,220	41,901,800	added	6.5

AMD	advanced micro devices inc	0.73	14,270	3,056,060	new

AMZN	amazon com inc	1.09	19,791	4,568,160	reduced	-0.39

APH	amphenol corp new	1.62	50,348	6,804,030	reduced	-9.7

BIV	vanguard bd index fds	0.07	3,527	277,963	unchanged	0.00

BKAG	bny mellon etf trust	0.05	1,653	216,213	new

BOB	ea series trust	2.28	186,331	9,553,210	added	0.63

BOND	pimco etf tr	0.00	0.00	0.00	sold off	-100

CFR	cullen frost bankers inc	0.00	0.00	0.00	sold off	-100

CMI	cummins inc	1.12	9,156	4,673,680	reduced	-18.71

CSCO	cisco sys inc	0.09	5,052	389,156	added	1.47