Watchman Group, Inc. Top Holdings and 13F Report (2025) About Watchman Group, Inc.Investment ActivityWatchman Group, Inc. has $356.84 million in total holdings as of March 31, 2025.Watchman Group, Inc. owns shares of 80 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 11.30% of the portfolio was purchased this quarter.About 14.79% of the portfolio was sold this quarter.This quarter, Watchman Group, Inc. has purchased 84 new stocks and bought additional shares in 13 stocks.Watchman Group, Inc. sold shares of 52 stocks and completely divested from 9 stocks this quarter.Largest Holdings SIMPLIFY EXCHANGE TRADED FUN $35,387,208Dimensional U.S. Core Equity 2 ETF $29,089,183T. Rowe Price Small-Mid Cap ETF $23,394,924Dimensional U.S. Targeted Value ETF $22,096,758Applied Finance Valuation Large Cap ETF $20,521,129 Largest New Holdings this Quarter 464288661 - iShares 3-7 Year Treasury Bond ETF $16,951,428 Holding90353T100 - Uber Technologies $3,315,786 Holding30303M102 - Meta Platforms $2,941,559 Holding761152107 - ResMed $2,912,513 Holding81768T108 - SERVISFIRST BANCSHARES INC $2,521,448 Holding Largest Purchases this Quarter iShares 3-7 Year Treasury Bond ETF 143,492 shares (about $16.95M)SIMPLIFY EXCHANGE TRADED FUN 124,842 shares (about $6.26M)Uber Technologies 45,509 shares (about $3.32M)Fidelity Total Bond ETF 72,369 shares (about $3.30M)Meta Platforms 5,104 shares (about $2.94M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 288,881 shares (about $23.90M)Procter & Gamble 14,836 shares (about $2.53M)Invesco Short Term Treasury ETF 11,584 shares (about $1.22M)Dimensional U.S. Targeted Value ETF 21,968 shares (about $1.13M)Casey's General Stores 2,595 shares (about $1.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWatchman Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSIMPLIFY EXCHANGE TRADED FUN$35,387,208$6,259,578 ▲21.5%705,7689.9%ETFDFACDimensional U.S. Core Equity 2 ETF$29,089,183$708,262 ▼-2.4%881,7588.2%ETFTMSLT. Rowe Price Small-Mid Cap ETF$23,394,924$86,990 ▲0.4%767,5506.6%ETFDFATDimensional U.S. Targeted Value ETF$22,096,758$1,131,131 ▼-4.9%429,1476.2%ETFVSLUApplied Finance Valuation Large Cap ETF$20,521,129$156,057 ▲0.8%585,9535.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$16,951,428$16,951,428 ▲New Holding143,4924.8%ETFDFICDimensional International Core Equity 2 ETF$11,932,554$519,049 ▼-4.2%429,6923.3%ETFFBNDFidelity Total Bond ETF$11,676,494$3,303,645 ▲39.5%255,7833.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$10,771,033$23,899,127 ▼-68.9%130,1953.0%ManufacturingDFEMDimensional Emerging Markets Core Equity 2 ETF$9,261,789$238,246 ▼-2.5%350,0302.6%ETFBRK.BBerkshire Hathaway$8,209,721$372,806 ▼-4.3%15,4152.3%FinanceFRDMAlpha Architect Freedom 100 Emerging Market ETF$6,719,911$289,918 ▼-4.1%191,7111.9%ETFIJHiShares Core S&P Mid-Cap ETF$6,673,845$216,012 ▼-3.1%114,3761.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$5,992,282$723,415 ▼-10.8%59,5241.7%ETFSYKStryker$5,949,672$265,787 ▼-4.3%15,9831.7%MedicalVVisa$5,282,835$827,436 ▼-13.5%15,0741.5%Business ServicesMSFTMicrosoft$5,154,442$657,303 ▼-11.3%13,7311.4%Computer and TechnologyMKLMarkel Group$4,387,975$258,006 ▼-5.6%2,3471.2%Multi-Sector ConglomeratesTSLATesla$4,289,617$68,937 ▼-1.6%16,5521.2%Auto/Tires/TrucksCVCOCavco Industries$4,242,260$499,365 ▼-10.5%8,1641.2%ConstructionINTUIntuit$4,197,236$594,342 ▼-12.4%6,8361.2%Computer and TechnologyACNAccenture$4,148,884$130,745 ▼-3.1%13,2961.2%Computer and TechnologyAPHAmphenol$4,133,745$227,729 ▼-5.2%63,0241.2%Computer and TechnologyGDGeneral Dynamics$4,122,764$158,914 ▼-3.7%15,1251.2%AerospaceUFPIUFP Industries$4,087,216$80,708 ▼-1.9%38,1841.1%ConstructionWABWestinghouse Air Brake Technologies$4,027,059$350,006 ▼-8.0%22,2061.1%TransportationGOOGAlphabet$3,986,521$214,348 ▼-5.1%25,5171.1%Computer and TechnologyPCARPACCAR$3,911,646$199,998 ▼-4.9%40,1731.1%Auto/Tires/TrucksCSLCarlisle Companies$3,882,041$357,185 ▲10.1%11,4011.1%Multi-Sector ConglomeratesCASYCasey's General Stores$3,874,242$1,126,334 ▼-22.5%8,9261.1%Retail/WholesaleLOWLowe's Companies$3,807,718$154,398 ▼-3.9%16,3261.1%Retail/WholesaleAMZNAmazon.com$3,735,756$241,059 ▲6.9%19,6351.0%Retail/WholesaleCMICummins$3,690,130$496,489 ▼-11.9%11,7731.0%Auto/Tires/TrucksDHID.R. Horton$3,349,495$42,589 ▼-1.3%26,3470.9%ConstructionGNRCGenerac$3,344,827$102,713 ▲3.2%26,4100.9%IndustrialsGOOGLAlphabet$3,342,318$51,185 ▼-1.5%21,6140.9%Computer and TechnologyCFRCullen/Frost Bankers$3,337,582$148,988 ▼-4.3%26,6580.9%FinanceUBERUber Technologies$3,315,786$3,315,786 ▲New Holding45,5090.9%Computer and TechnologyMETAMeta Platforms$2,941,559$2,941,559 ▲New Holding5,1040.8%Computer and TechnologyPYPLPayPal$2,923,853$66,033 ▼-2.2%44,8100.8%Computer and TechnologyRMDResMed$2,912,513$2,912,513 ▲New Holding13,0110.8%MedicalNVRNVR$2,847,046$57,955 ▼-2.0%3930.8%ConstructionNXPINXP Semiconductors$2,752,639$277,488 ▼-9.2%14,4830.8%Computer and TechnologyOZKBank OZK$2,599,744$10,298 ▼-0.4%59,8330.7%FinanceSERVISFIRST BANCSHARES INC$2,521,448$2,521,448 ▲New Holding30,5260.7%COMIUSGiShares Core S&P U.S. Growth ETF$2,165,952$1,086,026 ▼-33.4%17,0440.6%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$1,992,442$362,474 ▼-15.4%40,1540.6%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,977,773$105,595 ▲5.6%45,8880.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,378,451$966,631 ▼-41.2%16,5520.4%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$925,016$722,991 ▲357.9%18,3790.3%FinanceEFGiShares MSCI EAFE Growth ETF$900,300$51,900 ▲6.1%9,0030.3%ETFVOOVanguard S&P 500 ETF$732,322$65,267 ▼-8.2%1,4250.2%ETFWMTWalmart$696,821$63,299 ▼-8.3%7,9370.2%Retail/WholesaleIHIiShares U.S. Medical Devices ETF$693,9910.0%11,5300.2%ETFVRSKVerisk Analytics$660,717$26,786 ▼-3.9%2,2200.2%Business ServicesPEPPepsiCo$632,447$336,615 ▼-34.7%4,2180.2%Consumer StaplesREIRing Energy$575,0000.0%500,0000.2%EnergyAAPLApple$530,187$154,814 ▼-22.6%2,3870.1%Computer and TechnologyRAVERave Restaurant Group$502,700$26,675 ▲5.6%182,8000.1%Retail/WholesaleAFLAflac$486,4570.0%4,3750.1%FinanceNVDANVIDIA$412,271$244,393 ▲145.6%3,8040.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$376,9050.0%7,4150.1%ETFPGProcter & Gamble$372,032$2,528,386 ▼-87.2%2,1830.1%Consumer StaplesTPLTexas Pacific Land$357,7480.0%2700.1%EnergyYUMYum! Brands$357,0500.0%2,2690.1%Retail/WholesaleMCDMcDonald's$342,046$4,373 ▼-1.3%1,0950.1%Retail/WholesaleHDHome Depot$319,951$7,330 ▲2.3%8730.1%Retail/WholesaleJNJJohnson & Johnson$316,257$123,883 ▼-28.1%1,9070.1%MedicalINVESCO GALAXY BITCOIN ETF$312,4360.0%3,8000.1%COM SHS BEN INTKOCoca-Cola$308,559$143 ▼0.0%4,3080.1%Consumer StaplesCSCOCisco Systems$305,0950.0%4,9440.1%Computer and TechnologyXOMExxon Mobil$302,202$11,893 ▼-3.8%2,5410.1%EnergyVTIVanguard Total Stock Market ETF$293,574$7,147 ▼-2.4%1,0680.1%ETFIWDiShares Russell 1000 Value ETF$293,154$19,192 ▼-6.1%1,5580.1%ETFBSVVanguard Short-Term Bond ETF$280,165$79,533 ▼-22.1%3,5790.1%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$277,1110.0%5,5400.1%ETFIUSViShares Core S&P U.S. Value ETF$274,563$452,775 ▼-62.3%2,9750.1%ManufacturingEPDEnterprise Products Partners$243,2480.0%7,1250.1%EnergyTBLLInvesco Short Term Treasury ETF$240,409$1,222,519 ▼-83.6%2,2780.1%ETFVIGVanguard Dividend Appreciation ETF$229,491$74,298 ▼-24.5%1,1830.1%ETFITTITT$0$3,685,304 ▼-100.0%00.0%Multi-Sector ConglomeratesLOBLive Oak Bancshares$0$3,263,904 ▼-100.0%00.0%FinanceIJRiShares Core S&P Small-Cap ETF$0$1,827,735 ▼-100.0%00.0%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$0$502,353 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$237,212 ▼-100.0%00.0%FinanceBKLCBNY Mellon US Large Cap Core Equity ETF$0$216,725 ▼-100.0%00.0%ETFAVDXAvidXchange$0$206,356 ▼-100.0%00.0%Computer and TechnologyVOVanguard Mid-Cap ETF$0$176,175 ▼-100.0%00.0%ETFMESAMesa Air Group$0$24,360 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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