Watchman Group, Inc. Portfolio Holdings

Watchman Group, Inc.

  • $297 Million
  • Q1 2025

Watchman Group, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $297 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $29.1M, Dimensional ETF Tr U S Target with a value of $22.1M, ETF Opportunities Tr Applied F with a value of $20.5M, Ishares Barclays 3 7 Yr Treas with a value of $17M, and Dimensional ETF Tr Dimensional with a value of $11.9M.

Examining the 13F form we can see an decrease of $27.5M in the current position value, from $325M to 297M.

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 $297 Million
ETFs: $144 Million
Financial Services: $29.7 Million
Consumer Cyclical: $27.7 Million
Technology: $24.9 Million
Industrials: $23.6 Million
Communication Services: $10.3 Million
Healthcare: $9.18 Million
Basic Materials: $4.09 Million
Other: $3.49 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $297 Million
  • Prior Value $325 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
Track This Portfolio

Track Watchman Group, Inc. Portfolio

Follow Watchman Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Watchman Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Watchman Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email