Watchman Group, Inc. Portfolio Holdings

Watchman Group, Inc.

  • $331 Million
  • Q3 2024

Watchman Group, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $331 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $33M, Dimensional ETF Tr U S Core Eq with a value of $31.4M, Dimensional ETF Tr U S Target with a value of $25.6M, ETF Opportunities Tr Applied F with a value of $18.4M, and Dimensional ETF Tr Dimensional with a value of $12.6M.

Examining the 13F form we can see an increase of $46.9M in the current position value, from $284M to 331M.

Watchman Group, Inc. is based out at Plano, TX

Below you can find more details about Watchman Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $331 Million
ETFs: $164 Million
Industrials: $32.3 Million
Consumer Cyclical: $30.9 Million
Financial Services: $30.1 Million
Technology: $26.4 Million
Communication Services: $8.25 Million
Consumer Defensive: $7.41 Million
Healthcare: $6.6 Million
Other: $6.43 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$201M
$480,000 0.15% of portfolio
300,000
Q3 2024 Added 13.21%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $331 Million
  • Prior Value $284 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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