Threadgill Financial, LLC Portfolio Holdings
Threadgill Financial, LLC
- $203 Million
- Q3 2025
Threadgill Financial, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $203 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $24.8M, Mastercard Inc with a value of $18.9M, Visa Inc. with a value of $18.8M, Amazon Com Inc with a value of $14.3M, and Moodys Corp with a value of $9.23M.
Examining the 13F form we can see an increase of $19.4M in the current position value, from $183M to 203M.
Below you can find more details about Threadgill Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
Financial Services: $77 Million
Consumer Cyclical: $57.8 Million
Technology: $24 Million
Industrials: $19.3 Million
ETFs: $10.6 Million
Energy: $6.6 Million
Communication Services: $5.04 Million
Utilities: $752,000
Other: $1.1 Million