Watchman Group, Inc.

13F filer · CIK 0001748726

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$447MU.S. long equity reported on 13F

Positions483 new · 3 closed

Net flow last quarter-$10.3MBuys minus sells

Top 10 positions weight15.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202648 positions
FRDMFreedom Environmental Services, Inc.	$9.14M	2.04%	Not reported	-26.7%	Q3 2023
GOOGAlphabet Inc.	$8.95M	2.00%	Not reported	-1.6%	Q4 2019
APHAmphenol Corp	$7.77M	1.74%	0.00%	-2.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.53M	1.68%	Not reported	+0.9%	Q4 2019
GOOGLAlphabet Inc.	$6.9M	1.54%	0.00%	-2.2%	Q4 2019
TSLATesla, Inc.	$6.75M	1.51%	0.00%	-0.4%	Q2 2020
VVisa Inc.	$5.14M	1.15%	0.00%	+2.4%	Q4 2019
MSFTMicrosoft Corp	$5.05M	1.13%	0.00%	+0.2%	Q4 2019
WABWestinghouse Air Brake Technologies Corp	$5M	1.12%	0.01%	-6.7%	Q2 2023
AMZNAmazon Com Inc	$4.84M	1.08%	0.00%	+1.8%	Q2 2020
CVCOCavco Industries, Inc.	$4.78M	1.07%	0.10%	+1.4%	Q3 2023
CSLCarlisle Companies Inc	$4.76M	1.06%	0.03%	-0.2%	Q4 2019
SYKStryker Corp	$4.73M	1.06%	0.00%	-0.9%	Q4 2019
DHIHorton D R Inc	$4.42M	0.99%	0.01%	-0.1%	Q4 2019
MKLMarkel Group Inc.	$4.33M	0.97%	0.02%	+0.1%	Q1 2023
PCARPaccar Inc	$4.3M	0.96%	0.01%	-0.8%	Q4 2019
GDGeneral Dynamics Corp	$4.25M	0.95%	0.00%	-8.2%	Q1 2022
TPLTexas Pacific Land Corp	$4.22M	0.94%	0.01%	+1.5%	Q1 2021
CAVACava Group, Inc.	$4.03M	0.90%	0.04%	-4.9%	Q4 2025
NXPINXP Semiconductors N.V.	$3.96M	0.88%	0.01%	-9.7%	Q1 2023
UFPIUfp Industries Inc	$3.71M	0.83%	0.07%	+7.7%	Q2 2020
CMICummins Inc	$3.63M	0.81%	0.00%	-4.2%	Q1 2024
UBERUber Technologies, Inc	$3.57M	0.80%	0.00%	+0.2%	Q1 2020
AAgilent Technologies, Inc.	$3.53M	0.79%	0.01%	+2.7%	Q2 2020
FFINFirst Financial Bankshares Inc	$3.3M	0.74%	0.07%	-0.3%	Q4 2025
LOWLowes Companies Inc	$3.23M	0.72%	0.00%	-1.0%	Q4 2019
SFBSServisFirst Bancshares, Inc.	$3.03M	0.68%	0.06%	+6.1%	Q1 2025
NOWServiceNow, Inc.	$2.86M	0.64%	0.00%	New	Q2 2026
ACNAccenture plc	$2.82M	0.63%	0.00%	+50.2%	Q4 2019
METAMeta Platforms, Inc.	$2.42M	0.54%	Not reported	-15.7%	Q4 2019
NVRNVR Inc	$1.87M	0.42%	0.01%	-26.9%	Q2 2020
INTUIntuit Inc.	$1.81M	0.40%	0.00%	-4.1%	Q4 2019
WMTWalmart Inc.	$893K	0.20%	0.00%	Not reported	Q4 2019
AAPLApple Inc.	$703K	0.16%	0.00%	-2.6%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$653K	0.15%	Not reported	Not reported	Q2 2025
CSCOCisco Systems, Inc.	$617K	0.14%	0.00%	+2.9%	Q4 2019
RAVERave Restaurant Group, Inc.	$598K	0.13%	1.29%	Not reported	Q4 2019
AFLAflac Inc	$514K	0.11%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$500K	0.11%	0.00%	+1.6%	Q4 2019
VRSKVerisk Analytics, Inc.	$387K	0.09%	0.00%	Not reported	Q4 2019
NVDANvidia Corp	$380K	0.08%	0.00%	-0.7%	Q4 2024
KOCoca Cola Co	$330K	0.07%	0.00%	-5.9%	Q4 2019
XOMExxonMobil Holdings Corp	$313K	0.07%	0.00%	Not reported	Q4 2019
BSVNBank7 Corp.	$296K	0.07%	0.04%	+7.6%	Q1 2022
YUMYum Brands Inc	$284K	0.06%	0.00%	+1.1%	Q4 2019
IBITiShares Bitcoin Trust ETF	$247K	0.06%	0.00%	New	Q2 2026
MCDMcdonalds Corp	$237K	0.05%	0.00%	+2.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$212K	0.05%	Not reported	New	Q2 2026
Q1 2026Reported Apr 20, 202648 positions
FRDMFreedom Environmental Services, Inc.	$9.36M	2.26%	Not reported	-8.1%	Q3 2023
GOOGAlphabet Inc.	$7.38M	1.79%	Not reported	+1.2%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.15M	1.73%	Not reported	0.0%	Q4 2019
TSLATesla, Inc.	$5.99M	1.45%	0.00%	+0.2%	Q2 2020
APHAmphenol Corp	$5.73M	1.39%	0.00%	-9.9%	Q4 2019
GOOGLAlphabet Inc.	$5.68M	1.37%	0.00%	-1.3%	Q4 2019
MSFTMicrosoft Corp	$5.01M	1.21%	0.00%	+3.5%	Q4 2019
SYKStryker Corp	$4.98M	1.21%	0.00%	+0.5%	Q4 2019
WABWestinghouse Air Brake Technologies Corp	$4.97M	1.20%	0.01%	-5.3%	Q2 2023
TPLTexas Pacific Land Corp	$4.51M	1.09%	0.01%	+10.6%	Q1 2021
GDGeneral Dynamics Corp	$4.48M	1.08%	0.00%	-5.5%	Q1 2022
VVisa Inc.	$4.42M	1.07%	0.00%	+0.8%	Q4 2019
CSLCarlisle Companies Inc	$4.38M	1.06%	0.03%	-0.4%	Q4 2019
CAVACava Group, Inc.	$4.37M	1.06%	0.05%	+0.7%	Q4 2025
MKLMarkel Group Inc.	$4.24M	1.03%	0.02%	-2.9%	Q1 2023
PCARPaccar Inc	$4.17M	1.01%	0.01%	-5.6%	Q4 2019
AMZNAmazon Com Inc	$4.15M	1.01%	0.00%	+0.8%	Q2 2020
DHIHorton D R Inc	$3.72M	0.90%	0.01%	-0.1%	Q4 2019
CVCOCavco Industries, Inc.	$3.72M	0.90%	0.10%	-0.5%	Q3 2023
UBERUber Technologies, Inc	$3.55M	0.86%	0.00%	+8.7%	Q1 2020
LOWLowes Companies Inc	$3.5M	0.85%	0.00%	-4.5%	Q4 2019
UFPIUfp Industries Inc	$3.5M	0.85%	0.07%	+6.0%	Q2 2020
INTUIntuit Inc.	$3.12M	0.76%	0.00%	+7.4%	Q4 2019
NXPINXP Semiconductors N.V.	$3.07M	0.74%	0.01%	+9.9%	Q1 2023
ACNAccenture plc	$2.99M	0.72%	0.00%	+4.4%	Q4 2019
AAgilent Technologies, Inc.	$2.95M	0.71%	0.01%	-2.3%	Q2 2020
METAMeta Platforms, Inc.	$2.91M	0.70%	Not reported	+0.3%	Q4 2019
AMDAdvanced Micro Devices Inc	$2.86M	0.69%	0.00%	-1.5%	Q4 2025
CMICummins Inc	$2.86M	0.69%	0.00%	-42.0%	Q1 2024
FFINFirst Financial Bankshares Inc	$2.81M	0.68%	0.07%	-2.5%	Q4 2025
NVRNVR Inc	$2.47M	0.60%	0.01%	-3.1%	Q2 2020
SFBSServisFirst Bancshares, Inc.	$2.4M	0.58%	0.06%	-2.9%	Q1 2025
WMTWalmart Inc.	$980K	0.24%	0.00%	+0.4%	Q4 2019
AAPLApple Inc.	$632K	0.15%	0.00%	+1.0%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$579K	0.14%	Not reported	Not reported	Q2 2025
RAVERave Restaurant Group, Inc.	$484K	0.12%	1.29%	Not reported	Q4 2019
AFLAflac Inc	$481K	0.12%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$474K	0.11%	0.00%	+0.9%	Q4 2019
BTCOInvesco Galaxy Bitcoin ETF	$419K	0.10%	0.09%	Not reported	Q1 2024
VRSKVerisk Analytics, Inc.	$409K	0.10%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$396K	0.10%	0.00%	+1.1%	Q4 2019
XOMExxonMobil Holdings Corp	$389K	0.09%	0.00%	-1.9%	Q4 2019
NVDANvidia Corp	$333K	0.08%	0.00%	+7.0%	Q4 2024
KOCoca Cola Co	$328K	0.08%	0.00%	Not reported	Q4 2019
BSVNBank7 Corp.	$277K	0.07%	0.04%	+0.1%	Q1 2022
YUMYum Brands Inc	$273K	0.07%	0.00%	-15.5%	Q4 2019
MCDMcdonalds Corp	$266K	0.06%	0.00%	+0.5%	Q4 2019
HDHome Depot, Inc.	$224K	0.05%	0.00%	-2.0%	Q4 2019
Q4 2025Reported Feb 6, 202650 positions
FRDMFreedom Environmental Services, Inc.	$9.55M	2.28%	Not reported	Not reported	Q3 2023
GOOGAlphabet Inc.	$7.98M	1.91%	Not reported	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.51M	1.79%	Not reported	Not reported	Q4 2019
TSLATesla, Inc.	$7.23M	1.73%	0.00%	Not reported	Q2 2020
APHAmphenol Corp	$6.8M	1.62%	0.00%	Not reported	Q4 2019
MSFTMicrosoft Corp	$6.32M	1.51%	0.00%	Not reported	Q4 2019
GOOGLAlphabet Inc.	$6.26M	1.50%	0.00%	Not reported	Q4 2019
SYKStryker Corp	$5.3M	1.27%	0.00%	Not reported	Q4 2019
VVisa Inc.	$5.09M	1.21%	0.00%	Not reported	Q4 2019
MKLMarkel Group Inc.	$4.9M	1.17%	0.02%	Not reported	Q1 2023
CMICummins Inc	$4.67M	1.12%	0.01%	Not reported	Q1 2024
GDGeneral Dynamics Corp	$4.66M	1.11%	0.01%	Not reported	Q1 2022
AMZNAmazon Com Inc	$4.57M	1.09%	0.00%	Not reported	Q2 2020
CVCOCavco Industries, Inc.	$4.56M	1.09%	0.10%	Not reported	Q3 2023
WABWestinghouse Air Brake Technologies Corp	$4.48M	1.07%	0.01%	Not reported	Q2 2023
INTUIntuit Inc.	$4.45M	1.06%	0.00%	Not reported	Q4 2019
CSLCarlisle Companies Inc	$4.22M	1.01%	0.03%	Not reported	Q4 2019
PCARPaccar Inc	$4.19M	1.00%	0.01%	Not reported	Q4 2019
DHIHorton D R Inc	$3.91M	0.93%	0.01%	Not reported	Q4 2019
ACNAccenture plc	$3.88M	0.93%	0.00%	Not reported	Q4 2019
LOWLowes Companies Inc	$3.74M	0.89%	0.00%	Not reported	Q4 2019
UBERUber Technologies, Inc	$3.71M	0.89%	0.00%	Not reported	Q1 2020
AAgilent Technologies, Inc.	$3.61M	0.86%	0.01%	Not reported	Q2 2020
METAMeta Platforms, Inc.	$3.35M	0.80%	Not reported	Not reported	Q4 2019
UFPIUfp Industries Inc	$3.26M	0.78%	0.06%	Not reported	Q2 2020
CAVACava Group, Inc.	$3.15M	0.75%	0.05%	New	Q4 2025
NXPINXP Semiconductors N.V.	$3.08M	0.74%	0.01%	Not reported	Q1 2023
AMDAdvanced Micro Devices Inc	$3.06M	0.73%	0.00%	New	Q4 2025
FFINFirst Financial Bankshares Inc	$2.93M	0.70%	0.07%	New	Q4 2025
RMDResmed Inc	$2.85M	0.68%	0.01%	Not reported	Q1 2025
NVRNVR Inc	$2.82M	0.67%	0.01%	Not reported	Q2 2020
TPLTexas Pacific Land Corp	$2.47M	0.59%	0.01%	Not reported	Q1 2021
SFBSServisFirst Bancshares, Inc.	$2.44M	0.58%	0.06%	Not reported	Q1 2025
WMTWalmart Inc.	$874K	0.21%	0.00%	Not reported	Q4 2019
AAPLApple Inc.	$671K	0.16%	0.00%	Not reported	Q4 2019
RAVERave Restaurant Group, Inc.	$603K	0.14%	1.29%	Not reported	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$601K	0.14%	Not reported	Not reported	Q2 2025
BTCOInvesco Galaxy Bitcoin ETF	$541K	0.13%	0.10%	Not reported	Q1 2024
AFLAflac Inc	$484K	0.12%	0.00%	Not reported	Q4 2019
VRSKVerisk Analytics, Inc.	$482K	0.12%	0.00%	Not reported	Q4 2019
REIRing Energy, Inc.	$435K	0.10%	0.24%	Not reported	Q4 2020
JNJJohnson & Johnson	$398K	0.09%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$389K	0.09%	0.00%	Not reported	Q4 2019
NVDANvidia Corp	$333K	0.08%	0.00%	Not reported	Q4 2024
YUMYum Brands Inc	$314K	0.08%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$301K	0.07%	0.00%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$281K	0.07%	0.00%	Not reported	Q4 2019
BSVNBank7 Corp.	$278K	0.07%	0.04%	Not reported	Q1 2022
MCDMcdonalds Corp	$260K	0.06%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$239K	0.06%	0.00%	Not reported	Q4 2019
Q2 2025Reported Aug 12, 202551 positions
FRDMFreedom Environmental Services, Inc.	$7.69M	2.01%	Not reported	-0.7%	Q3 2023
BRK.BBerkshire Hathaway Inc	$7.43M	1.94%	Not reported	-0.8%	Q4 2019
MSFTMicrosoft Corp	$6.75M	1.76%	0.00%	-1.2%	Q4 2019
SYKStryker Corp	$6.27M	1.63%	0.00%	-0.8%	Q4 2019
APHAmphenol Corp	$6.02M	1.57%	0.01%	-3.2%	Q4 2019
INTUIntuit Inc.	$5.39M	1.41%	0.00%	+0.2%	Q4 2019
VVisa Inc.	$5.19M	1.35%	0.00%	-3.0%	Q4 2019
TSLATesla, Inc.	$5.19M	1.35%	0.00%	-1.3%	Q2 2020
MKLMarkel Group Inc.	$4.67M	1.22%	0.02%	-0.3%	Q1 2023
GOOGAlphabet Inc.	$4.65M	1.21%	Not reported	+2.7%	Q4 2019
WABWestinghouse Air Brake Technologies Corp	$4.59M	1.20%	0.01%	-1.3%	Q2 2023
GDGeneral Dynamics Corp	$4.42M	1.15%	0.01%	+0.3%	Q1 2022
AMZNAmazon Com Inc	$4.38M	1.14%	0.00%	+1.8%	Q2 2020
UBERUber Technologies, Inc	$4.3M	1.12%	0.00%	+1.4%	Q1 2020
CSLCarlisle Companies Inc	$4.29M	1.12%	0.03%	+0.8%	Q4 2019
ACNAccenture plc	$4.13M	1.08%	0.00%	+3.8%	Q4 2019
UFPIUfp Industries Inc	$3.85M	1.00%	0.07%	+1.5%	Q2 2020
CMICummins Inc	$3.84M	1.00%	0.01%	-0.4%	Q1 2024
PCARPaccar Inc	$3.82M	1.00%	0.01%	0.0%	Q4 2019
GNRCGenerac Holdings Inc.	$3.82M	0.99%	0.05%	+0.9%	Q4 2019
METAMeta Platforms, Inc.	$3.8M	0.99%	Not reported	+0.9%	Q4 2019
GOOGLAlphabet Inc.	$3.74M	0.98%	0.00%	-1.7%	Q4 2019
LOWLowes Companies Inc	$3.6M	0.94%	0.00%	-0.5%	Q4 2019
CVCOCavco Industries, Inc.	$3.54M	0.92%	0.10%	-0.3%	Q3 2023
DHIHorton D R Inc	$3.53M	0.92%	0.01%	+4.1%	Q4 2019
CFRCullen/Frost Bankers, Inc.	$3.41M	0.89%	0.04%	-0.5%	Q2 2024
PYPLPayPal Holdings, Inc.	$3.33M	0.87%	0.00%	+0.1%	Q4 2019
RMDResmed Inc	$3.24M	0.84%	0.01%	-3.6%	Q1 2025
NXPINXP Semiconductors N.V.	$3.17M	0.83%	0.01%	+0.3%	Q1 2023
NVRNVR Inc	$2.87M	0.75%	0.01%	-1.3%	Q2 2020
WMTWalmart Inc.	$763K	0.20%	0.00%	-1.7%	Q4 2019
VRSKVerisk Analytics, Inc.	$692K	0.18%	0.00%	Not reported	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$551K	0.14%	Not reported	New	Q2 2025
RAVERave Restaurant Group, Inc.	$503K	0.13%	1.29%	Not reported	Q4 2019
AAPLApple Inc.	$497K	0.13%	0.00%	+1.6%	Q4 2019
AFLAflac Inc	$461K	0.12%	0.00%	Not reported	Q4 2019
BTCOInvesco Galaxy Bitcoin ETF	$409K	0.11%	0.07%	Not reported	Q1 2024
REIRing Energy, Inc.	$397K	0.10%	0.24%	Not reported	Q4 2020
NVDANvidia Corp	$355K	0.09%	0.00%	-40.9%	Q4 2024
CSCOCisco Systems, Inc.	$343K	0.09%	0.00%	Not reported	Q4 2019
YUMYum Brands Inc	$336K	0.09%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$333K	0.09%	0.00%	+4.1%	Q4 2019
MCDMcdonalds Corp	$320K	0.08%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$305K	0.08%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$291K	0.08%	0.00%	Not reported	Q4 2019
TPLTexas Pacific Land Corp	$285K	0.07%	0.00%	Not reported	Q1 2021
BSVNBank7 Corp.	$282K	0.07%	0.04%	Not reported	Q1 2022
SMMUOasys Mobile, Inc.	$278K	0.07%	Not reported	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$252K	0.07%	0.00%	-8.0%	Q4 2019
EPDEnterprise Products Partners L.P.	$221K	0.06%	0.00%	Not reported	Q4 2019

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