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CIK: 0001748726
Total reported value
$447.4M
$447.4M
77 檔
36.6%
During the Q4 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 77 reported positions.
In Q4 2025, Watchman Group, Inc. adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTBA | Simplify Mbs ETF | ETF-Other | 10.00% | -0.61% | +6.50% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.79% | +0.57% | -0.14% | |
| 3 | VSLU | Applied Finance Valuat ETF | ETF-Other | 7.06% | +0.45% | +5.21% | |
| 4 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 6.96% | +0.77% | +1.04% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 6.28% | -0.44% | +2.54% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 6.15% | +0.23% | +0.11% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.52% | -0.19% | +11.30% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.49% | -0.11% | +0.64% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.67% | -0.08% | -1.89% | |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.28% | -0.22% | +0.63% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.91% | +0.21% | -2.60% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.05% | -0.61% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.73% | +0.06% | -2.50% | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 1.62% | +0.35% | -9.70% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.52% | -0.24% | -16.76% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.08% | -2.47% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.17% | -4.89% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.27% | -0.15% | -3.65% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.08% | -0.49% | |
| 20 | MKL | Markel Group Inc | Stock-Financials | 1.17% | -0.05% | -1.77% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.12% | +0.12% | -18.71% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 1.11% | -0.13% | -5.29% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.07% | -0.39% | |
| 24 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.09% | +0.17% | -4.51% | |
| 25 | WAB | Wabtec CORP | Stock-Industrials | 1.07% | -0.08% | -2.93% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 1.06% | -0.36% | -2.49% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.03% | +0.13% | -17.15% | |
| 28 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.01% | — | +1.89% | |
| 29 | PCAR | Paccar Inc | Stock-Industrials | 1.00% | -0.05% | -2.19% | |
| 30 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.93% | +0.09% | -0.76% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.93% | -0.09% | +3.83% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.13% | -0.76% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.89% | -0.06% | -0.34% | |
| 34 | A | Agilent Technologies Inc | Stock-Healthcare | 0.86% | +0.08% | -2.04% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.16% | -0.18% | |
| 36 | UFPI | Ufp Industries Inc | Stock-Materials | 0.78% | -0.02% | -7.04% | |
| 37 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.75% | -0.16% | — | |
| 38 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.74% | +0.14% | +0.71% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | -0.69% | EXIT | |
| 40 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.70% | +0.06% | -8.60% | |
| 41 | RMD | Resmed Inc | Stock-Healthcare | 0.68% | — | -2.68% | |
| 42 | NVR | Nvr Inc | Stock-Consumer Disc | 0.67% | -0.18% | +0.78% | |
| 43 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.65% | -0.04% | +1.41% | |
| 44 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.62% | +0.06% | -5.51% | |
| 45 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.59% | -0.15% | +3079.26% | |
| 46 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.58% | +0.10% | +5.08% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.52% | -0.08% | +86.71% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.31% | +0.02% | -3.87% | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.30% | — | -5.65% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +0.5% | +3079.26% | Add |
| 2 | VSLU | Applied Finance Valuat ETF | +0.5% | +5.21% | Add |
| 3 | MTBA | Simplify Mbs ETF | +0.5% | +6.50% | Add |
| 4 | FBND | Fidelity Total Bond ETF | +0.4% | +11.30% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -2.60% | Trim |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | +0.63% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.89% | Trim |
| 8 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +86.71% | Add |
| 9 | DFIC | Dimensional International Co | +0.2% | +0.64% | Add |
| 10 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.1% | +1.04% | Add |
| 11 | MKL | Markel Group Inc | +0.1% | -1.77% | Trim |
| 12 | ACN | Accenture plc | +0.1% | +3.83% | Add |
| 13 | DFAC | Dimensional US Core Equity 2 | +0.1% | -0.14% | Trim |
| 14 | PCAR | Paccar Inc | +0.1% | -2.19% | Trim |
| 15 | DFAT | Dimensional US Target Value | +0.1% | +0.11% | Add |
| 16 | BTCO | Invsco Glxy Btcn ETF | 0% | +99.10% | Add |
| 17 | AMZN | Amazon.com Inc | 0% | -0.39% | Trim |
| 18 | WAB | Wabtec CORP | 0% | -2.93% | Trim |
| 19 | A | Agilent Technologies Inc | 0% | -2.04% | Trim |
| 20 | V | Visa Inc-class A Shares | 0% | -0.49% | Trim |
| 21 | WMT | Walmart Inc | 0% | — | Unchanged |
| 22 | AAPL | Apple Inc | 0% | +1.07% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +9.42% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +1.47% | Add |
| 25 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 26 | DFEM | Dimensional Emrg Mrkt Core | — | -1.89% | Trim |
| 27 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 28 | YUM | Yum! Brands Inc | — | -8.70% | Trim |
| 29 | IHI | Ishares U.s. Medical Devices | — | — | Unchanged |
| 30 | VEA | Vanguard Ftse Developed ETF | — | +0.58% | Add |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 32 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 33 | KO | Coca-cola Co/the | — | — | Unchanged |
| 34 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 35 | AFL | Aflac Inc | — | +0.05% | Add |
| 36 | IUSV | Ishares Core S&p U.s. Value | — | — | Unchanged |
| 37 | VIG | Vanguard Dividend Apprec ETF | — | -2.48% | Trim |
| 38 | BSV | Vanguard Short-term Bond ETF | — | — | Unchanged |
| 39 | TLH | Ishares 10-20 Year Treasury | 0% | +2.54% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | -19.00% | Trim |
| 41 | NVDA | Nvidia CORP | 0% | -12.88% | Trim |
| 42 | RAVE | Rave Restaurant Group Inc | 0% | — | Unchanged |
| 43 | EMTL | Ss Doubleline Em Fi ETF | 0% | +1.41% | Add |
| 44 | HD | Home Depot Inc | 0% | -14.74% | Trim |
| 45 | VRSK | Verisk Analytics Inc | 0% | -2.93% | Trim |
| 46 | EFG | Ishares Msci Eafe Growth ETF | 0% | -5.65% | Trim |
| 47 | MCD | Mcdonald's CORP | 0% | -22.69% | Trim |
| 48 | CSL | Carlisle Cos Inc | 0% | +1.89% | Add |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -3.87% | Trim |
| 50 | REI | Ring Energy 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 77 disclosed positions in Q4 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, VSLU) accounted for 36.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
CAVA
市值: $3.2M
Top Position Liquidated / Trimmed
GNRC
前期市值: $4.4M
During Q4 2025, Watchman Group, Inc.'s top holdings by market value included MTBA (10.0%)、DFAC (8.8%)、VSLU (7.1%). The largest single position, MTBA, represented 10.0% of total portfolio value.
In Q4 2025, Watchman Group, Inc. made 70 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 39 holdings, and fully liquidating 5 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.
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