Watchman Group, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$313M
Signature - Title
Deana B Webb - Operations Manager
Location
5045 Lorimar Dr, Suite 200, Plano, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 79 $313M +$64.7M -$78.8M -$14.1M DFAC, SHY, MTBA, DFAT, DFEM 13F-HR 8/14/2024, 03:30 PM
Q1 2024 83 $331M +$23.2M -$10.2M +$13M DFAC, TBLL, BSV, DFAT, DFIC 13F-HR 5/9/2024, 11:31 AM
Q4 2023 78 $303M +$54.4M -$10.3M +$44.2M BSV, DFAC, DFAT, TBLL, DFIC 13F-HR 2/13/2024, 01:24 PM
Q3 2023 72 $235M +$50M -$11.4M +$38.6M BSV, DFAC, DFAT, DFEM, BRKB 13F-HR 11/9/2023, 03:31 PM
Q2 2023 65 $202M +$28.4M -$29.5M -$1.14M BSV, DFAT, DFEM, MSFT, BRKB 13F-HR 8/10/2023, 02:36 PM
Q1 2023 66 $181M +$14.7M -$11.4M +$3.29M BSV, VCIT, DFAT, MSFT, BRKB 13F-HR 5/11/2023, 01:01 PM
Q4 2022 67 $181M +$27.8M -$13.4M +$14.4M BSV, VCIT, DFAT, DFEM, BRKB 13F-HR 2/9/2023, 10:34 AM
Q3 2022 68 $159M +$25.8M -$17.8M +$7.97M BSV, VCIT, DFAT, MSFT, VCSH 13F-HR 11/15/2022, 10:33 AM
Q2 2022 67 $162M +$38.2M -$21.7M +$16.5M VCIT, BSV, DFAT, VCSH, MSFT 13F-HR 8/11/2022, 02:30 PM
Q1 2022 73 $169M +$20.2M -$26.4M -$6.14M DFAT, BRKB, DFAU, MSFT, VCSH 13F-HR 5/16/2022, 03:41 PM
Q4 2021 79 $191M +$25.6M -$4.5M +$21.1M VCSH, MSFT, DFAT, LOW, VGSH 13F-HR 2/11/2022, 01:39 PM
Q3 2021 69 $153M +$2.17M -$13.8M -$11.6M VCSH, META, PYPL, INTU, MSFT 13F-HR 11/9/2021, 11:05 AM
Q2 2021 72 $168M +$4.29M -$5.84M -$1.55M INTU, VCSH, PYPL, META, BRKB 13F-HR 8/5/2021, 05:04 PM
Q1 2021 76 $162M +$5.32M -$4.99M +$330K VCSH, META, PYPL, INTU, SWKS 13F-HR 5/5/2021, 12:07 PM
Q4 2020 74 $151M +$6.43M -$7.18M -$749K INTU, PYPL, META, SYK, BRKB 13F-HR 2/1/2021, 12:19 PM
Q3 2020 75 $135M +$6.92M -$6.24M +$679K META, INTU, LOW, PYPL, FDX 13F-HR 11/3/2020, 03:43 PM
Q2 2020 78 $120M +$17.2M -$13.9M +$3.37M INTU, META, MSFT, PYPL, LOW 13F-HR 7/7/2020, 03:59 PM
Q1 2020 73 $97.1M +$7.49M -$18.5M -$11M MSFT, INTU, PEP, BRKB, SYK 13F-HR 4/28/2020, 03:49 PM
Q4 2019 79 $134M $0 $0 MSFT, SYK, BRKB, PEP, INTU 13F-HR 2/12/2020, 03:15 PM