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Portfolio (Quarterly) Guide ↗

THREADGILL FINANCIAL, LLC

· CIK 0001814104
13F Portfolio $344M AUM 44 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 13 Added 14 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 59,386.0 $11.7M 3.38% NEW $196.20 +8.1%
2 VOO VANGUARD INDEX FDS 793.0 $474K 0.14% NEW $597.61 +15.2%
3 IBHJ ISHARES TR 9,621.0 $252K 0.07% NEW $26.22 +0.7%
4 SMH VANECK ETF TRUST 647.0 $248K 0.07% NEW $383.40 +55.0%

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
Financial Services 40.5%
Consumer Cyclical 29.6%
Energy 11.9%
Industrials 9.9%
Technology 6.4%
Utilities 0.8%
Consumer Defensive 0.6%
Healthcare 0.3%