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
84 檔
32.2%
At the close of Q4 2024, Watchman Group, Inc. disclosed equity holdings valued at approximately $447.4M, spread across 84 reported holdings.
In Q4 2024, Watchman Group, Inc. adopted a defensive or profit-taking posture, trimming 53 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SHY, DFAC, MTBA) accounted for 32.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 9.02% | — | +5.52% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.20% | +0.57% | -1.27% | |
| 3 | MTBA | Simplify Mbs ETF | ETF-Other | 7.58% | -0.61% | +4.76% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.59% | +0.23% | -1.86% | |
| 5 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 6.48% | +0.77% | +10.27% | |
| 6 | VSLU | Applied Finance Valuat ETF | ETF-Other | 5.59% | +0.45% | +13.55% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.04% | -0.11% | +0.43% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.47% | -0.08% | -0.80% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.16% | -0.19% | +5.44% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.93% | -0.24% | -1.15% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | -0.05% | -2.21% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.78% | +0.06% | -7.08% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.76% | +0.13% | -13.54% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.72% | -0.22% | -1.77% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.08% | -1.61% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.58% | -0.15% | -2.27% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +0.08% | -1.50% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.21% | -1.92% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 1.29% | -0.36% | -3.76% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.27% | -0.09% | -1.26% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.22% | +0.12% | -4.06% | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 1.21% | +0.35% | -2.99% | |
| 23 | WAB | Wabtec CORP | Stock-Industrials | 1.20% | -0.08% | -12.37% | |
| 24 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.20% | — | -6.22% | |
| 25 | PCAR | Paccar Inc | Stock-Industrials | 1.15% | -0.05% | -2.56% | |
| 26 | UFPI | Ufp Industries Inc | Stock-Materials | 1.15% | -0.02% | -1.30% | |
| 27 | MKL | Markel Group Inc | Stock-Financials | 1.13% | -0.05% | -0.84% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.10% | -0.13% | -23.69% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.17% | -0.87% | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 1.09% | -0.13% | -1.52% | |
| 31 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.07% | +0.17% | -6.33% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.07% | +766.82% | |
| 33 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.04% | — | -3.78% | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.03% | — | +5.56% | |
| 35 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.00% | — | -2.65% | |
| 36 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.98% | — | -1.75% | |
| 37 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.98% | +0.09% | -1.05% | |
| 38 | ITT | Itt Inc | Stock-Industrials | 0.97% | — | -6.37% | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.94% | +0.06% | -16.05% | |
| 40 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.87% | +0.14% | -0.65% | |
| 41 | NVR | Nvr Inc | Stock-Consumer Disc | 0.86% | -0.18% | -7.39% | |
| 42 | LOB | Live Oak Bancshares Inc | Stock-Other | 0.86% | — | -1.85% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | — | -1.74% | |
| 44 | OZK | Bank Ozk | Stock-Financials | 0.70% | — | -4.96% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.67% | +0.02% | -25.07% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | — | -1.71% | |
| 47 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.48% | -0.04% | -0.20% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | — | -32.11% | |
| 49 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.38% | — | +52.28% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | — | -67.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1% | +766.82% | Add |
| 2 | VSLU | Applied Finance Valuat ETF | +0.8% | +13.55% | Add |
| 3 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.6% | +10.27% | Add |
| 4 | TSLA | Tesla Inc | +0.6% | -7.08% | Trim |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +0.4% | +5.52% | Add |
| 6 | V | Visa Inc-class A Shares | +0.2% | -1.50% | Trim |
| 7 | CFR | Cullen/frost Bankers Inc | +0.2% | -1.75% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -1.92% | Trim |
| 9 | PYPL | Paypal Holdings Inc | +0.2% | +5.56% | Add |
| 10 | MTBA | Simplify Mbs ETF | +0.1% | +4.76% | Add |
| 11 | TBLL | Invesco Short Term Treasury | +0.1% | +52.28% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.87% | Trim |
| 13 | MKL | Markel Group Inc | +0.1% | -0.84% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 15 | REI | Ring Energy Inc | +0.1% | +66.67% | Add |
| 16 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 17 | APH | Amphenol Corp-cl A | +0.1% | -2.99% | Trim |
| 18 | CMI | Cummins Inc | 0% | -4.06% | Trim |
| 19 | PCAR | Paccar Inc | 0% | -2.56% | Trim |
| 20 | FBND | Fidelity Total Bond ETF | 0% | +5.44% | Add |
| 21 | BTCO | Invsco Glxy Btcn ETF | 0% | — | Unchanged |
| 22 | RAVE | Rave Restaurant Group Inc | 0% | — | Unchanged |
| 23 | DFAC | Dimensional US Core Equity 2 | 0% | -1.27% | Trim |
| 24 | TPL | Texas Pacific Land CORP | 0% | — | Unchanged |
| 25 | AVDX | Avidxchange Holdings Inc | 0% | — | Unchanged |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +2.44% | Add |
| 27 | MLAB | Mesa Laboratories, Inc. | 0% | NEW | New buy |
| 28 | VRSK | Verisk Analytics Inc | 0% | — | Unchanged |
| 29 | WMT | Walmart Inc | 0% | -8.85% | Trim |
| 30 | CASY | Casey's General Stores Inc | — | -6.22% | Trim |
| 31 | EFG | Ishares Msci Eafe Growth ETF | — | +6.60% | Add |
| 32 | HD | Home Depot Inc | — | -1.73% | Trim |
| 33 | AGG | Ishares Core U.s. Aggregate | — | — | Unchanged |
| 34 | IHI | Ishares U.s. Medical Devices | — | — | Unchanged |
| 35 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 36 | VTES | Vanguard Sh Term Tax-ex Bond | — | +2.66% | Add |
| 37 | EPD | Enterprise Products Partners | — | -10.09% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | — | -0.27% | Trim |
| 39 | VIG | Vanguard Dividend Apprec ETF | — | +2.69% | Add |
| 40 | SMMU | Pimco Shrt Trm Muni Bnd ETF | — | — | Unchanged |
| 41 | BKLC | Bny Mellon US Lrg Cap Cor | — | -1.63% | Trim |
| 42 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.15% | Trim |
| 43 | ACN | Accenture plc | 0% | -1.26% | Trim |
| 44 | EMTL | Ss Doubleline Em Fi ETF | 0% | -0.20% | Trim |
| 45 | CSCO | Cisco Systems Inc | 0% | -25.60% | Trim |
| 46 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 47 | OZK | Bank Ozk | 0% | -4.96% | Trim |
| 48 | KO | Coca-cola Co/the | 0% | +0.05% | Add |
| 49 | VEA | Vanguard Ftse Developed ETF | 0% | -0.76% | Trim |
| 50 | AFL | Aflac Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Watchman Group, Inc. reported a total U.S. public equity portfolio value of $447.4M across 84 disclosed positions in Q4 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.
Top New Position Initiated
NVDA
市值: $208.0K
Top Position Liquidated / Trimmed
DFAC
前期市值: $31.4M
During Q4 2024, Watchman Group, Inc.'s top holdings by market value included SHY (9.0%)、DFAC (8.2%)、MTBA (7.6%). The largest single position, SHY, represented 9.0% of total portfolio value.
In Q4 2024, Watchman Group, Inc. made 71 total portfolio adjustments, initiating 3 new buys, adding to 15 positions, trimming 53 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.