13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001748726
Total reported value
$447.4M
$447.4M
83 檔
26.3%
At the close of Q1 2024, Watchman Group, Inc. disclosed equity holdings valued at approximately $447.4M, spread across 83 reported holdings.
During Q1 2024, Watchman Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, TBLL, BSV) accounted for 26.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.38% | +0.57% | +1.74% | |
| 2 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 8.22% | — | +21.34% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.21% | — | +0.91% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 7.47% | +0.23% | +0.21% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.31% | -0.11% | +3.52% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.71% | -0.08% | +6.16% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.28% | -0.19% | +0.58% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.12% | -0.05% | -1.02% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.99% | -0.22% | +6.91% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.08% | -0.32% | |
| 11 | VSLU | Applied Finance Valuat ETF | ETF-Other | 1.93% | +0.45% | +75.67% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.86% | -0.15% | -1.14% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.74% | -0.13% | +0.58% | |
| 14 | PCAR | Paccar Inc | Stock-Industrials | 1.68% | -0.05% | -10.59% | |
| 15 | INTU | Intuit Inc | Stock-Tech | 1.61% | -0.36% | -0.57% | |
| 16 | UFPI | Ufp Industries Inc | Stock-Materials | 1.52% | -0.02% | -2.35% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | +0.08% | -3.04% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.45% | -0.24% | +430.36% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.44% | +0.13% | -8.40% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.43% | -0.13% | -1.10% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.42% | -0.09% | +0.67% | |
| 22 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.36% | +0.09% | -0.55% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.34% | — | +0.74% | |
| 24 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.30% | — | -2.81% | |
| 25 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.29% | — | -0.05% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.21% | +2.16% | |
| 27 | WAB | Wabtec CORP | Stock-Industrials | 1.26% | -0.08% | -0.15% | |
| 28 | APH | Amphenol Corp-cl A | Stock-Tech | 1.25% | +0.35% | -27.46% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 1.24% | +0.12% | +2.70% | |
| 30 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.21% | +0.14% | -0.04% | |
| 31 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.17% | +0.17% | +0.65% | |
| 32 | ITT | Itt Inc | Stock-Industrials | 1.16% | — | -17.10% | |
| 33 | LKQ | Lkq CORP | Stock-Consumer Disc | 1.15% | — | +0.56% | |
| 34 | MKL | Markel Group Inc | Stock-Financials | 1.14% | -0.05% | +5.10% | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.12% | +0.06% | +4.79% | |
| 36 | MCHP | Microchip Technology Inc | Stock-Tech | 1.08% | — | +1.25% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | — | -0.09% | |
| 38 | NVR | Nvr Inc | Stock-Consumer Disc | 1.07% | -0.18% | -2.24% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | — | -6.75% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.17% | -3.88% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.04% | — | -20.57% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.02% | — | -35.07% | |
| 43 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.02% | — | -4.93% | |
| 44 | TEX | Terex CORP | Stock-Industrials | 0.96% | — | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | +0.06% | +7.26% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.86% | +0.02% | +5.29% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | — | -3.09% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.84% | — | +1013.77% | |
| 49 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.55% | -0.04% | -1.67% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | — | -2.82% |
According to official SEC Form 13F filings, Watchman Group, Inc. reported a total U.S. public equity portfolio value of $447.4M across 83 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Watchman Group, Inc.'s top holdings by market value included DFAC (8.4%)、TBLL (8.2%)、BSV (8.2%). The largest single position, DFAC, represented 8.4% of total portfolio value.
In Q1 2024, Watchman Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.