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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
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBHJ ISHARES TR 9,621.0 $252K 0.07% NEW $26.22 +0.7%
42 SMH VANECK ETF TRUST 647.0 $248K 0.07% NEW $383.40 +55.0%
43 AVGO BROADCOM INC Technology 759.0 $235K 0.07% $309.51 +36.6%
44 DFUV DIMENSIONAL ETF TRUST 4,362.0 $211K 0.06% $48.46 +10.6%
Page 3 of 3  ·  44 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
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%