Watchman Group, Inc.
Watchman Group, Inc. reported 73 holdings worth US$447M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Watchman Group, Inc. reported 73 holdings worth US$447M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amphenol Corporation and Berkshire Hathaway Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$447M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 44,362 | US$15.9M | 3.5% |
| Amphenol Corporation | 44,073 | US$7.77M | 1.7% |
| Berkshire Hathaway Inc. | 15,058 | US$7.53M | 1.7% |
| Tesla, Inc. | 16,045 | US$6.75M | 1.5% |
| Visa Inc. | 14,968 | US$5.14M | 1.1% |
| Microsoft Corp. | 13,547 | US$5.05M | 1.1% |
| Westinghouse Air Brake Technologies Corporation | 18,552 | US$5M | 1.1% |
| Amazon.com, Inc. | 20,308 | US$4.84M | 1.1% |
| Cavco Industries, Inc. | 7,788 | US$4.78M | 1.1% |
| Carlisle Companies Incorporated | 13,114 | US$4.76M | 1.1% |
| Stryker Corporation | 15,027 | US$4.73M | 1.1% |
| D.r. Horton, Inc. | 27,110 | US$4.42M | 0.99% |
| Markel Group Inc. | 2,216 | US$4.33M | 0.97% |
| Paccar Inc. | 35,820 | US$4.3M | 0.96% |
| General Dynamics Corporation | 11,986 | US$4.25M | 0.95% |
| Texas Pacific Land Corporation | 9,634 | US$4.22M | 0.94% |
| Cava Group, Inc. | 51,413 | US$4.03M | 0.90% |
| Ufp Industries, Inc. | 40,846 | US$3.71M | 0.83% |
| Cummins Inc. | 5,092 | US$3.63M | 0.81% |
| Uber Technologies, Inc. | 49,490 | US$3.57M | 0.80% |
| Agilent Technologies, Inc. | 26,562 | US$3.53M | 0.79% |
| First Financial Bankshares, Inc. | 95,256 | US$3.3M | 0.74% |
| Lowe's Companies, Inc. | 14,644 | US$3.23M | 0.72% |
| Servisfirst Bancshares, Inc. | 34,939 | US$3.03M | 0.68% |
| Servicenow, Inc. | 28,809 | US$2.86M | 0.64% |
| Meta Platforms, Inc. | 4,293 | US$2.42M | 0.54% |
| Nvr, Inc. | 274 | US$1.87M | 0.42% |
| Intuit Inc. | 6,924 | US$1.81M | 0.40% |
| Walmart Inc. | 7,883 | US$893K | 0.20% |
| Apple Inc | 2,428 | US$703K | 0.16% |
| Cisco Systems, Inc. | 5,254 | US$617K | 0.14% |
| Rave Restaurant Group, Inc. | 183K | US$598K | 0.13% |
| Aflac Incorporated | 4,385 | US$514K | 0.11% |
| Johnson & Johnson | 1,968 | US$500K | 0.11% |
| Verisk Analytics, Inc. | 2,155 | US$387K | 0.09% |
| Nvidia Corporation | 1,897 | US$380K | 0.08% |
| Coca-cola Company (the) | 4,056 | US$330K | 0.07% |
| Exxon Mobil Corporation | 2,293 | US$313K | 0.07% |
| Yum! Brands, Inc. | 1,776 | US$284K | 0.06% |
| Mcdonald's Corporation | 875 | US$237K | 0.05% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
Source
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