Watchman Group, Inc.

Q2 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$447,408
Net value change ($000)
+34,172 (8.3%)
New positions
5
Sold out positions
5
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TMSL 5,931 19.9%
DFAC 5,430 15.4%
VSLU 4,531 15.1%
DFAT 3,288 12.2%
NOW 2,860 NEW
APH 2,041 35.6%
GOOGL 1,567 21.2%
GOOGL 1,226 21.6%
AVDE 1,154 12.7%
SGOV 1,136 16.9%
Top Reduces (Value $000, Stocks/ETFs)
AMD -2,861 -100.0%
INTU -1,315 -42.1%
IJH -908 -44.5%
NVR -604 -24.4%
META -495 -17.0%
BTCO -419 -100.0%
CAVA -338 -7.7%
TPL -289 -6.4%
LOW -267 -7.6%
SYK -250 -5.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type