Watchman Group, Inc.
SEC Form 13F institutional filer · CIK 0001748726
13F-HR · 44 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
55.8%
Watchman Group, Inc. — $146M AUM allocation strategy
Watchman Group, Inc. files SEC Form 13F and reports $146M of long US equity value across 44 reported holdings for 2026-03-31.
Its largest sector bet is Financials 28.2%, followed by Consumer Discretionary 11.8% and Industrials 11.8%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Watchman Group, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$146M
total across 44 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$UBER +3.95K sh · −$160K+$NXPI +1.41K sh · −$9.16K+$TPL +910 sh · +$2.04M
Biggest trims (shares)
−$IVV −66.4K sh · −$4.57M−$APH −5K sh · −$1.07M−$CMI −3.84K sh · −$1.81M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks20.3%—
- Interactive Media & Services8.9%—
- Construction Machinery & Heavy Transportation Equipment6.2%—
- Multi-Sector Holdings4.9%—
- Automobile Manufacturers4.1%—
- Electronic Components3.9%—
- Systems Software3.5%—
- Health Care Equipment3.4%—
- Other holdings44.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TROW | T. Rowe Price Group Inc | 811K | $29.7M | -809 | 20.3% |
| $GOOGL | Alphabet Inc | 25.7K | $7.38M | +304 | 5.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 14.9K | $7.15M | -2 | 4.9% |
| $TSLA | Tesla Inc | 16.1K | $5.99M | +25 | 4.1% |
| $APH | Amphenol Corporation | 45.4K | $5.73M | -5K | 3.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 19.7K | $5.68M | -269 | 3.9% |
| $MSFT | Microsoft Corporation | 13.5K | $5.01M | +460 | 3.4% |
| $SYK | Stryker Corporation | 15.2K | $4.98M | +70 | 3.4% |
| $WAB | Westinghouse Air Brake Technologies Corporation | 19.9K | $4.97M | -1.11K | 3.4% |
…and 35 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.