Institutions / Threadgill Financial, LLC
Threadgill Financial, LLC
CIK 1814104 · Institution · as of Dec 31, 2025
Portfolio value
$242.81M
Positions
55
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 55 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Intl Equity Index F | $29.92M | 12.3% |
| Vanguard Intl Equity Index F | $26.13M | 10.8% |
| iShares Tr | $21.62M | 8.9% |
| Autozone Inc | $19.54M | 8.0% |
| Visa Inc | $19.24M | 7.9% |
| Mastercard Inc | $18.99M | 7.8% |
| Amazon.com Inc | $15.05M | 6.2% |
| Moody's Corp | $9.84M | 4.1% |
| S&P Global Inc. | $9.23M | 3.8% |
| Invesco Exch Traded Fd Tr II | $6.94M | 2.9% |
| Equifax Inc | $6.28M | 2.6% |
| TransUnion | $5.43M | 2.2% |
| Microsoft Corp | $5.43M | 2.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $5.21M | 2.1% |
| Intercontinental Exchange, Inc. | $4.44M | 1.8% |
| Alphabet Inc. | $3.88M | 1.6% |
| Apple Inc. | $3.10M | 1.3% |
| Netflix Inc | $2.90M | 1.2% |
| Chevron Corp | $2.67M | 1.1% |
| Honeywell International Inc | $2.23M | 0.9% |
| Asml Holding N V | $2.00M | 0.8% |
| Fair Isaac Corp | $1.93M | 0.8% |
| Valero Energy Corp | $1.72M | 0.7% |
| Lowes Companies Inc | $1.46M | 0.6% |
| Invesco Qqq Tr | $1.34M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.