Watchman Group

Watchman Group as of Dec. 31, 2020

Portfolio Holdings for Watchman Group

Watchman Group holds 74 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intuit (INTU) 3.0 $4.5M 12k 379.88
Paypal Holdings (PYPL) 2.9 $4.4M 19k 234.19
Facebook Inc cl a (META) 2.9 $4.3M 16k 273.15
Stryker Corporation (SYK) 2.8 $4.2M 17k 245.02
Berkshire Hathaway (BRK.B) 2.5 $3.7M 16k 231.89
Skyworks Solutions (SWKS) 2.5 $3.7M 24k 152.87
Microsoft Corporation (MSFT) 2.4 $3.7M 17k 222.44
Visa (V) 2.4 $3.6M 17k 218.74
Lowe's Companies (LOW) 2.4 $3.6M 23k 160.52
FedEx Corporation (FDX) 2.4 $3.6M 14k 259.60
Qualcomm (QCOM) 2.3 $3.5M 23k 152.32
Union Pacific Corporation (UNP) 2.2 $3.3M 16k 208.22
Vanguard Short-Term Corporate Bond ETF Etf (VCSH) 2.2 $3.3M 40k 83.26
Cognizant Technology Solutions (CTSH) 2.2 $3.3M 40k 81.95
Walt Disney Company (DIS) 2.2 $3.3M 18k 181.20
Accenture (ACN) 2.1 $3.2M 12k 261.25
Johnson & Johnson (JNJ) 2.1 $3.1M 20k 157.42
Amphenol Corporation (APH) 2.0 $3.1M 24k 130.77
Pepsi (PEP) 2.0 $3.0M 21k 148.28
D.R. Horton (DHI) 2.0 $3.0M 44k 68.93
Itt (ITT) 1.9 $2.9M 38k 77.02
Docusign (DOCU) 1.9 $2.9M 13k 222.27
Verisk Analytics (VRSK) 1.9 $2.8M 14k 207.57
AFLAC Incorporated (AFL) 1.9 $2.8M 63k 44.47
Generac Holdings (GNRC) 1.8 $2.7M 12k 227.45
Omnicell (OMCL) 1.8 $2.7M 23k 120.00
LKQ Corporation (LKQ) 1.8 $2.7M 75k 35.24
Amgen (AMGN) 1.8 $2.6M 12k 229.96
Ufp Industries (UFPI) 1.8 $2.6M 48k 55.55
iShares Short Maturity Bond ETF Etf (NEAR) 1.7 $2.6M 52k 50.18
Alphabet Inc Class A cs (GOOGL) 1.7 $2.5M 1.5k 1752.75
Merck & Co (MRK) 1.7 $2.5M 31k 81.79
BorgWarner (BWA) 1.6 $2.5M 64k 38.64
Uber Technologies (UBER) 1.6 $2.5M 48k 51.00
Discovery Communications 1.6 $2.3M 89k 26.19
Tor Dom Bk Cad (TD) 1.4 $2.2M 39k 56.42
Paccar (PCAR) 1.4 $2.2M 25k 86.29
Agilent Technologies Inc C ommon (A) 1.4 $2.1M 18k 118.51
Charles Schwab Corporation (SCHW) 1.4 $2.0M 39k 53.05
Polaris Industries (PII) 1.4 $2.0M 21k 95.28
Alphabet Inc Class C cs (GOOG) 1.3 $2.0M 1.1k 1751.56
Truist Financial Corp equities (TFC) 1.3 $1.9M 41k 47.93
NVR (NVR) 1.3 $1.9M 464.00 4079.74
Cooper Companies 1.2 $1.9M 5.1k 363.26
Wolverine World Wide (WWW) 1.2 $1.8M 58k 31.26
Carlisle Companies (CSL) 1.2 $1.7M 11k 156.21
Procter & Gamble Company (PG) 1.2 $1.7M 13k 139.11
iShares Russell 1000 Value Etf (IWD) 0.9 $1.4M 10k 136.75
Vanguard 500 ETF Etf (VOO) 0.9 $1.3M 3.8k 343.64
Medtronic (MDT) 0.8 $1.2M 9.9k 117.18
Unilever 0.8 $1.1M 19k 60.37
SPDR S&P Biotech (XBI) 0.7 $1.1M 8.0k 140.75
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.7 $1.1M 9.4k 117.78
iShares US Medical Devices Etf (IHI) 0.6 $856k 2.6k 327.34
Tesla Motors (TSLA) 0.5 $797k 1.1k 705.31
Encore Wire Corporation (WIRE) 0.5 $760k 13k 60.61
Apple (AAPL) 0.5 $732k 5.5k 132.66
Home Depot (HD) 0.4 $658k 2.5k 265.54
Yum! Brands (YUM) 0.3 $515k 4.7k 108.47
Costco Wholesale Corporation (COST) 0.3 $489k 1.3k 377.02
IShares Russell 2000 Index Etf (IWM) 0.3 $455k 2.3k 195.87
Verizon Communications (VZ) 0.3 $429k 7.3k 58.76
Dominion Resources (D) 0.3 $414k 5.5k 75.18
Duke Energy (DUK) 0.3 $411k 4.5k 91.52
Southern Company (SO) 0.3 $400k 6.5k 61.49
CVS Caremark Corporation (CVS) 0.2 $239k 3.5k 68.23
Abbott Laboratories (ABT) 0.2 $233k 2.1k 109.34
Vanguard Total Stock Mkt ETF Etf (VTI) 0.2 $227k 1.2k 194.85
Cisco Systems (CSCO) 0.2 $227k 5.1k 44.76
Abbvie (ABBV) 0.1 $224k 2.1k 106.97
iShares Russell 1000 Growth Etf (IWF) 0.1 $212k 880.00 240.91
McDonald's Corporation (MCD) 0.1 $202k 943.00 214.21
Pizza Inn Holdings (RAVE) 0.1 $193k 213k 0.91
Ring Energy (REI) 0.0 $16k 25k 0.64