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
80 檔
29.2%
During the Q1 2025 filing period, Watchman Group, Inc. (CIK: 0001748726) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $447.4M across 80 reported positions.
In Q1 2025, Watchman Group, Inc. displayed an active expansion posture, initiating 80 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTBA | Simplify Mbs ETF | ETF-Other | 9.92% | -0.61% | +21.49% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.15% | +0.57% | -2.38% | |
| 3 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 6.56% | +0.77% | +0.37% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.19% | +0.23% | -4.87% | |
| 5 | VSLU | Applied Finance Valuat ETF | ETF-Other | 5.75% | +0.45% | +0.77% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.75% | — | — | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.34% | -0.11% | -4.17% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.27% | -0.19% | +39.46% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.02% | — | -68.93% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.60% | -0.08% | -2.51% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.30% | -0.05% | -4.34% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.88% | -0.22% | -4.14% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.87% | -0.24% | -3.14% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.68% | +0.13% | -10.77% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.67% | -0.15% | -4.28% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | +0.08% | -13.54% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.08% | -11.31% | |
| 18 | MKL | Markel Group Inc | Stock-Financials | 1.23% | -0.05% | -5.55% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | +0.06% | -1.58% | |
| 20 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.19% | +0.17% | -10.53% | |
| 21 | INTU | Intuit Inc | Stock-Tech | 1.18% | -0.36% | -12.40% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.16% | -0.09% | -3.06% | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 1.16% | +0.35% | -5.22% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 1.16% | -0.13% | -3.71% | |
| 25 | UFPI | Ufp Industries Inc | Stock-Materials | 1.15% | -0.02% | -1.94% | |
| 26 | WAB | Wabtec CORP | Stock-Industrials | 1.13% | -0.08% | -8.00% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.21% | -5.10% | |
| 28 | PCAR | Paccar Inc | Stock-Industrials | 1.10% | -0.05% | -4.86% | |
| 29 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.09% | — | +10.13% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.09% | — | -22.52% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.07% | -0.13% | -3.90% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.07% | +6.90% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 1.03% | +0.12% | -11.86% | |
| 34 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.94% | +0.09% | -1.26% | |
| 35 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.94% | — | +3.17% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.17% | -1.51% | |
| 37 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.94% | — | -4.27% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.93% | -0.06% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.16% | — | |
| 40 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.82% | — | -2.21% | |
| 41 | RMD | Resmed Inc | Stock-Healthcare | 0.82% | — | — | |
| 42 | NVR | Nvr Inc | Stock-Consumer Disc | 0.80% | -0.18% | -2.00% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.77% | +0.14% | -9.16% | |
| 44 | OZK | Bank Ozk | Stock-Financials | 0.73% | — | -0.39% | |
| 45 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.71% | +0.10% | — | |
| 46 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.61% | +0.06% | -33.40% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | — | -15.39% | |
| 48 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.55% | -0.04% | +5.64% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.39% | +0.02% | -41.22% | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.26% | -0.08% | +357.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTBA | Simplify Mbs ETF | — | NEW | New buy |
| 2 | DFAC | Dimensional US Core Equity 2 | — | NEW | New buy |
| 3 | TMSL | T.rowe Prc Small-mid Cap ETF | — | NEW | New buy |
| 4 | DFAT | Dimensional US Target Value | — | NEW | New buy |
| 5 | VSLU | Applied Finance Valuat ETF | — | NEW | New buy |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 7 | DFIC | Dimensional International Co | — | NEW | New buy |
| 8 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 10 | DFEM | Dimensional Emrg Mrkt Core | — | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | — | NEW | New buy |
| 13 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 14 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 15 | SYK | Stryker CORP | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | MSFT | Microsoft CORP | — | NEW | New buy |
| 18 | MKL | Markel Group Inc | — | NEW | New buy |
| 19 | TSLA | Tesla Inc | — | NEW | New buy |
| 20 | CVCO | Cavco Industries Inc | — | NEW | New buy |
| 21 | INTU | Intuit Inc | — | NEW | New buy |
| 22 | ACN | Accenture plc | — | NEW | New buy |
| 23 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 24 | GD | General Dynamics CORP | — | NEW | New buy |
| 25 | UFPI | Ufp Industries Inc | — | NEW | New buy |
| 26 | WAB | Wabtec CORP | — | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 28 | PCAR | Paccar Inc | — | NEW | New buy |
| 29 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 30 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 31 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 32 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 33 | CMI | Cummins Inc | — | NEW | New buy |
| 34 | DHI | Dr Horton Inc | — | NEW | New buy |
| 35 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 36 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 37 | CFR | Cullen/frost Bankers Inc | — | NEW | New buy |
| 38 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 39 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 40 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 41 | RMD | Resmed Inc | — | NEW | New buy |
| 42 | NVR | Nvr Inc | — | NEW | New buy |
| 43 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 44 | OZK | Bank Ozk | — | NEW | New buy |
| 45 | SFBS | Servisfirst Bancshares Inc | — | NEW | New buy |
| 46 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 48 | EMTL | Ss Doubleline Em Fi ETF | — | NEW | New buy |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | New buy |
| 50 | USFR | Wisdomtree Floating Rate Tre | — | NEW | New buy |
According to official SEC Form 13F filings, Watchman Group, Inc. reported a total U.S. public equity portfolio value of $447.4M across 80 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including MTBA, DFAC, TMSL) accounted for 29.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
MTBA
市值: $35.4M
During Q1 2025, Watchman Group, Inc.'s top holdings by market value included MTBA (9.9%)、DFAC (8.2%)、TMSL (6.6%). The largest single position, MTBA, represented 9.9% of total portfolio value.
In Q1 2025, Watchman Group, Inc. made 80 total portfolio adjustments, initiating 80 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.