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Portfolio (Quarterly) Guide ↗

Watchman Group, Inc.

· CIK 0001748726
13F Portfolio $447M AUM 73 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 24 Added 29 Reduced 8 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVDA NVIDIA CORPORATION Technology 1,897.0 $380K 0.09% +112.0 +6.3% $200.07 +9.8%
62 CTA SIMPLIFY EXCHANGE TRADED FUN 14,589.0 $378K 0.09% NEW $25.94 +7.7%
63 KO COCA COLA CO Consumer Defensive 4,056.0 $330K 0.07% -252.0 -5.8% $81.28 +9.3%
64 IWD ISHARES TR 1,357.0 $329K 0.07% -201.0 -12.9% $242.43 +5.9%
65 XOM EXXON MOBIL CORP Energy 2,293.0 $313K 0.07% -44.0 -1.9% $136.72 +21.1%
66 BSV VANGUARD BD INDEX FDS 3,802.0 $296K 0.07% +275.0 +7.8% $77.91 -0.4%
67 YUM YUM BRANDS INC Consumer Cyclical 1,776.0 $284K 0.06% -301.0 -14.5% $159.86 -9.4%
68 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,427.0 $247K 0.06% NEW $33.29 +9.9%
69 EFG ISHARES TR 1,983.0 $247K 0.06% -9K -82.1% $124.42 +0.3%
70 BKLC BNY MELLON ETF TRUST 1,653.0 $237K 0.05% $47.80 +2.6%
71 MCD MCDONALDS CORP Consumer Cyclical 875.0 $237K 0.05% +23.0 +2.7% $270.41 -1.3%
72 IUSV ISHARES TR 2,138.0 $236K 0.05% $110.15 +4.1%
73 QQQ INVESCO QQQ TR Financial Services 288.0 $212K 0.05% NEW $736.27 -2.5%
Page 4 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 22.7%
Technology 21.6%
Industrials 16.3%
Communication Services 13.4%
Financial Services 12.7%
Healthcare 6.4%
Energy 3.3%
Basic Materials 2.7%
Consumer Defensive 0.9%