THREADGILL FINANCIAL, LLC: 13F holdings
CIK 18141042026Q2
| Positions | 36 |
|---|
| Reported value | $242.6m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 36 (-8 vs prior quarter) |
|---|
| Reported value | $242.6m (-29.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ACWI VANGUARD INTL EQUITY INDEX F | 294,150 | $46.2m | 19.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 519,246 | $43.5m | 17.9% |
| SCHG SCHWAB STRATEGIC TR | 959,491 | $32.3m | 13.3% |
| V VISA INC | 51,460 | $17.7m | 7.3% |
| VTV VANGUARD INDEX FDS | 78,198 | $17.1m | 7.0% |
| AZO AUTOZONE INC | 5,252 | $16.8m | 6.9% |
| MA MASTERCARD INCORPORATED | 31,249 | $16.0m | 6.6% |
| AMZN AMAZON COM INC | 62,834 | $15.0m | 6.2% |
| LECO LINCOLN ELEC HLDGS INC | 24,646 | $6.5m | 2.7% |
| SPMO INVESCO EXCH TRADED FD TR II | 26,828 | $4.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1814104")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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