Watchman Group, Inc.

Q1 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$413,236
Net value change ($000)
-5,673 (-1.4%)
New positions
0
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVDE 8,364 1176.4%
SGOV 2,414 56.0%
TPL 2,040 82.8%
MTBA 1,518 3.6%
FBND 1,237 6.5%
CAVA 1,221 38.7%
DFAT 1,124 4.4%
TLH 976 3.7%
DFIC 775 5.3%
TMSL 595 2.0%
Top Reduces (Value $000, Stocks/ETFs)
IJH -4,334 -68.0%
RMD -2,849 -100.0%
CMI -1,814 -38.8%
DFAC -1,615 -4.4%
INTU -1,331 -29.9%
MSFT -1,313 -20.8%
TSLA -1,244 -17.2%
APH -1,074 -15.8%
EFG -1,037 -82.0%
ACN -885 -22.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type