Womack Financial LLC

13F filer · CIK 0002107079

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$151MU.S. long equity reported on 13F

Positions510 new · 4 closed

Net flow last quarter-$3.61MBuys minus sells

Top 10 positions weight27.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202651 positions
FRDMFreedom Environmental Services, Inc.	$7.38M	4.88%	Not reported	-5.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$6.31M	4.17%	Not reported	+1.3%	Q4 2024
CSWCCapital Southwest Corp	$5.48M	3.62%	0.36%	-0.8%	Q4 2024
TFINTriumph Financial, Inc.	$4M	2.64%	0.22%	+1.2%	Q4 2024
MKLMarkel Group Inc.	$3.86M	2.56%	0.02%	+0.2%	Q4 2024
WNCWABASH NATIONAL Corp	$3.37M	2.23%	0.61%	+8.0%	Q4 2024
AAPLApple Inc.	$3.19M	2.11%	0.00%	-1.3%	Q4 2024
GOOGAlphabet Inc.	$2.48M	1.64%	Not reported	-3.2%	Q4 2024
AVGOBroadcom Inc.	$2.41M	1.59%	0.00%	-1.4%	Q4 2024
NVDANvidia Corp	$2.37M	1.57%	0.00%	-1.5%	Q4 2024
INTCIntel Corp	$2.16M	1.43%	0.00%	-12.3%	Q4 2024
GOOGLAlphabet Inc.	$1.82M	1.21%	0.00%	-6.7%	Q4 2024
MSFTMicrosoft Corp	$1.69M	1.12%	0.00%	-2.2%	Q4 2024
AMZNAmazon Com Inc	$1.58M	1.04%	0.00%	-3.7%	Q4 2024
GSGoldman Sachs Group Inc	$1.5M	0.99%	0.00%	-5.1%	Q4 2024
TSLATesla, Inc.	$1.48M	0.98%	0.00%	-0.4%	Q4 2024
JPMJPMorgan Chase & Co	$1.47M	0.97%	0.00%	-4.8%	Q4 2024
BFSTBusiness First Bancshares, Inc.	$1.35M	0.89%	0.15%	-13.4%	Q4 2024
BSVNBank7 Corp.	$1.16M	0.77%	0.16%	-15.9%	Q4 2024
MEDPMedpace Holdings, Inc.	$1.15M	0.76%	0.01%	-7.8%	Q4 2024
MAMastercard Inc	$999K	0.66%	0.00%	-2.7%	Q4 2024
METAMeta Platforms, Inc.	$864K	0.57%	Not reported	-8.7%	Q4 2024
ABBVAbbVie Inc.	$823K	0.54%	0.00%	-1.5%	Q4 2024
COSTCostco Wholesale Corp	$764K	0.51%	0.00%	-0.4%	Q4 2024
RTXRTX Corp	$759K	0.50%	0.00%	+3.5%	Q4 2024
FDXFedex Corp	$758K	0.50%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$689K	0.46%	0.00%	+3.5%	Q4 2024
HHHHoward Hughes Holdings Inc.	$601K	0.40%	0.01%	+1.9%	Q3 2025
OXYOccidental Petroleum Corp	$590K	0.39%	0.00%	-6.8%	Q4 2024
UNHUnitedhealth Group Inc	$544K	0.36%	0.00%	-6.0%	Q4 2024
UPSUnited Parcel Service Inc	$544K	0.36%	0.00%	-5.3%	Q4 2024
VVisa Inc.	$514K	0.34%	0.00%	-0.1%	Q4 2024
FANGDiamondback Energy, Inc.	$499K	0.33%	0.00%	-18.9%	Q4 2024
VNOMViper Energy, Inc.	$458K	0.30%	Not reported	-17.8%	Q3 2025
DBXDropbox, Inc.	$397K	0.26%	Not reported	-22.6%	Q4 2024
NOWServiceNow, Inc.	$370K	0.24%	0.00%	+63.6%	Q4 2024
TERTeradyne, Inc	$359K	0.24%	0.00%	-8.1%	Q1 2026
QCOMQualcomm Inc	$346K	0.23%	0.00%	+2.6%	Q4 2024
NVRNVR Inc	$341K	0.23%	0.00%	Not reported	Q4 2024
ADBEAdobe Inc.	$339K	0.22%	0.00%	-0.6%	Q4 2024
LHLabcorp Holdings Inc.	$328K	0.22%	0.00%	-6.7%	Q4 2024
CBChubb Ltd	$319K	0.21%	0.00%	-3.9%	Q4 2024
EXPEagle Materials Inc	$281K	0.19%	0.00%	Not reported	Q4 2024
LENLennar Corp	$262K	0.17%	Not reported	Not reported	Q4 2024
TGTTarget Corp	$256K	0.17%	0.00%	-11.0%	Q4 2025
RPCRidgepost Capital, Inc.	$251K	0.17%	0.05%	+0.2%	Q1 2026
PGPROCTER & GAMBLE Co	$235K	0.16%	0.00%	+3.3%	Q4 2024
CRMSalesforce, Inc.	$230K	0.15%	0.00%	-1.4%	Q4 2024
GMGeneral Motors Co	$218K	0.14%	0.00%	-2.6%	Q4 2024
SHOPShopify Inc.	$215K	0.14%	0.00%	-2.6%	Q4 2024

Q1 2026Reported May 12, 202654 positions
BRK.BBerkshire Hathaway Inc	$5.97M	4.39%	Not reported	+2.0%	Q4 2024
FRDMFreedom Environmental Services, Inc.	$5.82M	4.28%	Not reported	-0.7%	Q4 2024
CSWCCapital Southwest Corp	$5.14M	3.78%	0.38%	+7.0%	Q4 2024
MKLMarkel Group Inc.	$3.78M	2.78%	0.02%	-1.3%	Q4 2024
TFINTriumph Financial, Inc.	$3.09M	2.27%	0.22%	+6.9%	Q4 2024
AAPLApple Inc.	$2.83M	2.08%	0.00%	-2.0%	Q4 2024
NVDANvidia Corp	$2.1M	1.54%	0.00%	-0.8%	Q4 2024
GOOGAlphabet Inc.	$2.08M	1.53%	Not reported	-8.4%	Q4 2024
AVGOBroadcom Inc.	$2M	1.47%	0.00%	-1.7%	Q4 2024
WNCWABASH NATIONAL Corp	$1.99M	1.47%	0.57%	+18.1%	Q4 2024
MSFTMicrosoft Corp	$1.71M	1.26%	0.00%	+0.7%	Q4 2024
GOOGLAlphabet Inc.	$1.57M	1.16%	0.00%	-0.9%	Q4 2024
AMZNAmazon Com Inc	$1.43M	1.05%	0.00%	-0.4%	Q4 2024
JPMJPMorgan Chase & Co	$1.39M	1.02%	0.00%	-2.1%	Q4 2024
BSVNBank7 Corp.	$1.39M	1.02%	0.19%	-5.9%	Q4 2024
BFSTBusiness First Bancshares, Inc.	$1.37M	1.01%	0.17%	-1.9%	Q4 2024
GSGoldman Sachs Group Inc	$1.32M	0.97%	0.00%	-8.9%	Q4 2024
TSLATesla, Inc.	$1.32M	0.97%	0.00%	-2.0%	Q4 2024
MEDPMedpace Holdings, Inc.	$1.13M	0.83%	0.01%	-1.1%	Q4 2024
MAMastercard Inc	$998K	0.73%	0.00%	+1.4%	Q4 2024
METAMeta Platforms, Inc.	$962K	0.71%	Not reported	+1.3%	Q4 2024
FDXFedex Corp	$863K	0.63%	0.00%	-0.3%	Q4 2024
OXYOccidental Petroleum Corp	$847K	0.62%	0.00%	+4.6%	Q4 2024
COSTCostco Wholesale Corp	$817K	0.60%	0.00%	-1.2%	Q4 2024
INTCIntel Corp	$778K	0.57%	0.00%	-3.7%	Q4 2024
RTXRTX Corp	$746K	0.55%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$722K	0.53%	0.00%	-0.9%	Q4 2024
SNOWSnowflake Inc.	$695K	0.51%	0.00%	-0.5%	Q1 2025
FANGDiamondback Energy, Inc.	$693K	0.51%	0.00%	+1.5%	Q4 2024
MRKMerck & Co., Inc.	$623K	0.46%	0.00%	+4.2%	Q4 2024
VNOMViper Energy, Inc.	$618K	0.45%	Not reported	+2.4%	Q3 2025
UPSUnited Parcel Service Inc	$526K	0.39%	0.00%	+1.1%	Q4 2024
HHHHoward Hughes Holdings Inc.	$522K	0.38%	0.01%	+35.5%	Q3 2025
VVisa Inc.	$453K	0.33%	0.00%	-1.3%	Q4 2024
DBXDropbox, Inc.	$424K	0.31%	Not reported	-1.9%	Q4 2024
ADBEAdobe Inc.	$405K	0.30%	0.00%	-2.2%	Q4 2024
UNHUnitedhealth Group Inc	$377K	0.28%	0.00%	-13.6%	Q4 2024
LHLabcorp Holdings Inc.	$335K	0.25%	0.00%	Not reported	Q4 2024
NVRNVR Inc	$329K	0.24%	0.00%	Not reported	Q4 2024
ARKBArk 21Shares Bitcoin ETF	$319K	0.23%	0.01%	+22.3%	Q3 2025
CBChubb Ltd	$317K	0.23%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$277K	0.20%	0.00%	Not reported	Q4 2024
IAUMiShares Gold Trust Micro	$267K	0.20%	0.00%	New	Q1 2026
TGTTarget Corp	$267K	0.20%	0.00%	+6.0%	Q4 2025
LENLennar Corp	$252K	0.19%	Not reported	Not reported	Q4 2024
TERTeradyne, Inc	$239K	0.18%	0.00%	New	Q1 2026
NOWServiceNow, Inc.	$238K	0.18%	0.00%	+1.3%	Q4 2024
EXPEagle Materials Inc	$237K	0.17%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$235K	0.17%	0.00%	-0.9%	Q4 2024
RPCRidgepost Capital, Inc.	$231K	0.17%	0.05%	New	Q1 2026

Q4 2025Reported Feb 10, 202650 positions
BRK.BBerkshire Hathaway Inc	$6.14M	4.53%	Not reported	+1.9%	Q4 2024
FRDMFreedom Environmental Services, Inc.	$5.5M	4.06%	Not reported	0.0%	Q4 2024
CSWCCapital Southwest Corp	$4.81M	3.55%	0.37%	+5.2%	Q4 2024
MKLMarkel Group Inc.	$4.3M	3.17%	0.02%	+0.6%	Q4 2024
AAPLApple Inc.	$3.09M	2.28%	0.00%	-0.1%	Q4 2024
TFINTriumph Financial, Inc.	$3.03M	2.24%	0.20%	+17.0%	Q4 2024
GOOGAlphabet Inc.	$2.49M	1.84%	Not reported	-4.5%	Q4 2024
AVGOBroadcom Inc.	$2.28M	1.68%	0.00%	-6.8%	Q4 2024
NVDANvidia Corp	$2.26M	1.67%	0.00%	-5.4%	Q4 2024
MSFTMicrosoft Corp	$2.22M	1.64%	0.00%	-1.2%	Q4 2024
GOOGLAlphabet Inc.	$1.73M	1.28%	0.00%	-0.3%	Q4 2024
WNCWABASH NATIONAL Corp	$1.69M	1.25%	0.48%	+45.9%	Q4 2024
TSLATesla, Inc.	$1.63M	1.20%	0.00%	-0.8%	Q4 2024
AMZNAmazon Com Inc	$1.59M	1.18%	0.00%	+1.2%	Q4 2024
JPMJPMorgan Chase & Co	$1.55M	1.15%	0.00%	-4.4%	Q4 2024
GSGoldman Sachs Group Inc	$1.51M	1.11%	0.00%	-9.7%	Q4 2024
BSVNBank7 Corp.	$1.48M	1.09%	0.20%	+4.1%	Q4 2024
BFSTBusiness First Bancshares, Inc.	$1.35M	1.00%	0.18%	-2.0%	Q4 2024
MEDPMedpace Holdings, Inc.	$1.34M	0.99%	0.01%	-5.7%	Q4 2024
MAMastercard Inc	$1.12M	0.83%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.1M	0.81%	Not reported	+4.3%	Q4 2024
SNOWSnowflake Inc.	$1.02M	0.75%	0.00%	-49.7%	Q1 2025
ABBVAbbVie Inc.	$765K	0.56%	0.00%	0.0%	Q4 2024
COSTCostco Wholesale Corp	$716K	0.53%	0.00%	-0.8%	Q4 2024
RTXRTX Corp	$709K	0.52%	0.00%	-3.3%	Q4 2024
FDXFedex Corp	$701K	0.52%	0.00%	-3.5%	Q4 2024
INTCIntel Corp	$676K	0.50%	0.00%	-4.5%	Q4 2024
ADBEAdobe Inc.	$596K	0.44%	0.00%	+1.4%	Q4 2024
VVisa Inc.	$533K	0.39%	0.00%	-0.2%	Q4 2024
UNHUnitedhealth Group Inc	$532K	0.39%	0.00%	+2.0%	Q4 2024
DBXDropbox, Inc.	$529K	0.39%	Not reported	-4.6%	Q4 2024
UPSUnited Parcel Service Inc	$524K	0.39%	0.00%	+12.5%	Q4 2024
MRKMerck & Co., Inc.	$523K	0.39%	0.00%	+29.1%	Q4 2024
FANGDiamondback Energy, Inc.	$519K	0.38%	0.00%	+6.3%	Q4 2024
OXYOccidental Petroleum Corp	$512K	0.38%	0.00%	+10.1%	Q4 2024
VNOMViper Energy, Inc.	$496K	0.37%	Not reported	+9.0%	Q3 2025
HHHHoward Hughes Holdings Inc.	$486K	0.36%	0.01%	+24.1%	Q3 2025
CRMSalesforce, Inc.	$394K	0.29%	0.00%	Not reported	Q4 2024
NVRNVR Inc	$365K	0.27%	0.00%	Not reported	Q4 2024
NOWServiceNow, Inc.	$345K	0.25%	0.00%	Not reported	Q4 2024
ARKBArk 21Shares Bitcoin ETF	$337K	0.25%	0.01%	+36.6%	Q3 2025
QCOMQualcomm Inc	$315K	0.23%	0.00%	-0.6%	Q4 2024
LHLabcorp Holdings Inc.	$315K	0.23%	0.00%	Not reported	Q4 2024
SHOPShopify Inc.	$311K	0.23%	0.00%	Not reported	Q4 2024
CBChubb Ltd	$304K	0.22%	0.00%	Not reported	Q4 2024
LENLennar Corp	$298K	0.22%	Not reported	Not reported	Q4 2024
EXPEagle Materials Inc	$258K	0.19%	0.00%	-3.9%	Q4 2024
GMGeneral Motors Co	$240K	0.18%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$222K	0.16%	0.00%	-0.8%	Q4 2024
TGTTarget Corp	$203K	0.15%	0.00%	New	Q4 2025
Q3 2025Reported Feb 4, 202651 positions
BRK.BBerkshire Hathaway Inc	$6.03M	4.57%	Not reported	+1.4%	Q4 2024
FRDMFreedom Environmental Services, Inc.	$4.75M	3.61%	Not reported	+2.5%	Q4 2024
CSWCCapital Southwest Corp	$4.51M	3.42%	0.36%	+3.5%	Q4 2024
MKLMarkel Group Inc.	$3.8M	2.88%	0.02%	+0.2%	Q4 2024
AAPLApple Inc.	$2.9M	2.20%	0.00%	-3.1%	Q4 2024
MSFTMicrosoft Corp	$2.41M	1.83%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$2.39M	1.81%	0.00%	-1.5%	Q4 2024
AVGOBroadcom Inc.	$2.33M	1.77%	0.00%	-5.3%	Q4 2024
SNOWSnowflake Inc.	$2.08M	1.58%	0.00%	-3.0%	Q1 2025
TFINTriumph Financial, Inc.	$2.07M	1.57%	0.17%	+9.1%	Q4 2024
GOOGAlphabet Inc.	$2.02M	1.53%	Not reported	Not reported	Q4 2024
TSLATesla, Inc.	$1.62M	1.23%	0.00%	-3.5%	Q4 2024
JPMJPMorgan Chase & Co	$1.59M	1.21%	0.00%	-10.5%	Q4 2024
GSGoldman Sachs Group Inc	$1.51M	1.15%	0.00%	-8.4%	Q4 2024
AMZNAmazon Com Inc	$1.5M	1.14%	0.00%	-0.5%	Q4 2024
BSVNBank7 Corp.	$1.42M	1.08%	0.19%	+40.8%	Q4 2024
GOOGLAlphabet Inc.	$1.35M	1.02%	0.00%	+1.3%	Q4 2024
WNCWABASH NATIONAL Corp	$1.32M	1.01%	0.33%	+19.8%	Q4 2024
MEDPMedpace Holdings, Inc.	$1.3M	0.99%	0.01%	-2.3%	Q4 2024
BFSTBusiness First Bancshares, Inc.	$1.24M	0.94%	0.18%	-11.8%	Q4 2024
METAMeta Platforms, Inc.	$1.17M	0.89%	Not reported	-2.2%	Q4 2024
MAMastercard Inc	$1.12M	0.85%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$775K	0.59%	0.00%	0.0%	Q4 2024
COSTCostco Wholesale Corp	$775K	0.59%	0.00%	+0.2%	Q4 2024
RTXRTX Corp	$669K	0.51%	0.00%	+0.2%	Q4 2024
INTCIntel Corp	$643K	0.49%	0.00%	-10.7%	Q4 2024
DBXDropbox, Inc.	$602K	0.46%	Not reported	+0.3%	Q4 2024
FDXFedex Corp	$593K	0.45%	0.00%	-0.4%	Q4 2024
ADBEAdobe Inc.	$593K	0.45%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$546K	0.41%	0.00%	+0.6%	Q4 2024
OXYOccidental Petroleum Corp	$534K	0.41%	0.00%	-1.8%	Q4 2024
VVisa Inc.	$520K	0.39%	0.00%	+0.1%	Q4 2024
FANGDiamondback Energy, Inc.	$464K	0.35%	0.00%	+4.1%	Q4 2024
VNOMViper Energy, Inc.	$450K	0.34%	Not reported	New	Q3 2025
NOWServiceNow, Inc.	$414K	0.31%	0.00%	Not reported	Q4 2024
HHHHoward Hughes Holdings Inc.	$403K	0.31%	0.01%	New	Q3 2025
NVRNVR Inc	$402K	0.30%	0.00%	Not reported	Q4 2024
UPSUnited Parcel Service Inc	$393K	0.30%	0.00%	+8.4%	Q4 2024
LENLennar Corp	$366K	0.28%	Not reported	Not reported	Q4 2024
LHLabcorp Holdings Inc.	$360K	0.27%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$352K	0.27%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$323K	0.25%	0.00%	+10.1%	Q4 2024
ARKBArk 21Shares Bitcoin ETF	$323K	0.24%	0.01%	New	Q3 2025
QCOMQualcomm Inc	$308K	0.23%	0.00%	-1.4%	Q4 2024
EXPEagle Materials Inc	$303K	0.23%	0.00%	Not reported	Q4 2024
TLFTandy Leather Factory Inc	$290K	0.22%	1.19%	Not reported	Q4 2024
SHOPShopify Inc.	$287K	0.22%	0.00%	Not reported	Q4 2024
CBChubb Ltd	$275K	0.21%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$240K	0.18%	0.00%	-0.3%	Q4 2024
SWSmurfit Westrock plc	$238K	0.18%	0.00%	-12.7%	Q4 2024

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