Institutions / Goodman Financial Corp

Goodman Financial Corp

CIK 1382303 · Institution · as of Mar 31, 2026
Portfolio value
$581.90M
Positions
77
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$581.90M+10.2%
$581.90M$554.95M$528.00MQ4 '25Q1 '26

Positions

77+8.5%
777471Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 77 →
CompanyClassValueShares% of portfolio
Vanguard Short-Term Corporate Bond ETF$34.87M439,9426.0%
Vanguard Mortgage-Backed Securities ETF$31.54M671,8165.4%
Nextpower Inc.$29.91M248,1405.1%
Plains Gp Holdings LPPAGPLtd Part$19.86M818,0273.4%
Ultra Clean Holdings Inc$19.34M311,1043.3%
Slb LIMITED/NV$18.62M362,4213.2%
Pfizer Inc$18.03M642,2523.1%
Waste Management Inc$17.78M77,3653.1%
State Street SPDR Portfolio Developed World Ex-Us ETF$17.38M380,7543.0%
Parsons CorpPSNCommon Stock$17.29M319,1443.0%
Amazon.com Inc$17.25M82,8103.0%
iShares MSCI Eurozone$16.82M268,5052.9%
Wynn Resorts, Limited$16.70M164,4072.9%
Schwab Charles Corp$15.79M168,0662.7%
Tyson Foods Inc$15.10M235,6122.6%
American Water Works Company, Inc.$14.69M107,9152.5%
Fluor Corp$14.67M314,4842.5%
Schneider National, Inc.SNDRCommon Stock$14.44M547,8482.5%
ANTERO RESOURCES Corp$14.08M331,7352.4%
Vanguard Short-Term Inflation-Protected Securities ETF$14.05M281,2752.4%
Marketaxess Holdings Inc$13.72M83,1632.4%
Veralto Corp$12.89M145,7522.2%
Uber Technologies, Inc$12.67M176,1522.2%
International Business Machines Corp$11.52M47,5342.0%
Haleon PLC Spon Ads$11.49M1,147,6592.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Trim78463X889$-19.97M-437K
-53.47%
380,754
2.99% of portfolio
medium
Q1 2026
as of
TrimUltra Clean Holdings Inc$-15.35M-247K
-44.25%
311,104
3.32% of portfolio
medium
Q1 2026
as of
NewAmerican Water Works Company, Inc.$14.69M+108K
107,915
2.52% of portfolio
medium
Q1 2026
as of
New922020805$14.05M+281K
281,275
2.41% of portfolio
medium
Q1 2026
as of
ExitAdobe Inc.$-13.39M-38K
-100.00%
medium
Q1 2026
as of
NewUber Technologies, Inc$12.67M+176K
176,152
2.18% of portfolio
medium
Q1 2026
as of
Trim67077M108$-12.50M-166K
-63.13%
96,772
1.25% of portfolio
medium
Q1 2026
as of
New405552100$11.49M+1.1M
1,147,659
1.97% of portfolio
medium
Q1 2026
as of
TrimNextpower Inc.$-9.87M-82K
-24.81%
248,140
5.14% of portfolio
medium
Q1 2026
as of
NewSanofi$9.83M+204K
204,088
1.69% of portfolio
medium