Threadgill Financial, Llc Portfolio Stock Holdings

Threadgill Financial, Llc disclosed 44 stock positions valued at approximately $344.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD INTL EQUITY INDEX F, VANGUARD INTL EQUITY INDEX F, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.

Report Period
March 31, 2026
No. of Stocks
44
Portfolio Value
$344.2M
Holdings by Sector
Threadgill Financial, Llc Portfolio Holdings in Q1 2026

44 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INTL EQUITY INDEX FVEUOther11.01%504,564+149,606+42.15%$37,892,794
VANGUARD INTL EQUITY INDEX FVTOther10.88%270,708+58,702+27.69%$37,444,297
ISHARES TRIBDSOther10.00%1,420,636+554,192+63.96%$34,436,208
ISHARES TRIBDTOther6.39%867,919+847,448+4139.75%$21,984,386
ISHARES TRIBDUOther6.24%923,433+908,184+5955.70%$21,479,047
ISHARES TRIBHGOther6.19%962,629+949,208+7072.56%$21,302,987
ISHARES TRIBHHOther5.92%868,688+853,847+5753.30%$20,388,115
AUTOZONE INCAZOConsumer Cyclical5.31%5,410-351-6.09%$18,273,790
MASTERCARD INCORPORATEDMAFinancial Services4.61%31,738-1,524-4.58%$15,858,178
VISA INCVFinancial Services4.59%52,298-2,564-4.67%$15,806,500
AMAZON COM INCAMZNConsumer Cyclical3.83%63,233-1,962-3.01%$13,169,537
VANGUARD INDEX FDSVTVOther3.39%59,386+59,386+100.00%$11,651,623
ISHARES TRIBHIOther3.29%486,139+477,109+5283.60%$11,318,778
SCHWAB STRATEGIC TRSCHGOther2.99%353,427+347,022+5417.99%$10,295,340
S&P GLOBAL INCSPGIFinancial Services2.07%16,734-934-5.29%$7,117,577
INVESCO EXCH TRADED FD TR IISPMOOther1.92%58,849+659+1.13%$6,597,570
EQUIFAX INCEFXIndustrials1.46%27,844-1,085-3.75%$5,013,915
EXXON MOBIL CORPXOMEnergy1.39%28,102+17,355+161.49%$4,767,741
TRANSUNIONTRUFinancial Services1.23%61,261-2,073-3.27%$4,238,663
MICROSOFT CORPMSFTTechnology1.08%9,997-1,250-11.11%$3,700,556
CHEVRON CORPORATIONCVXEnergy1.02%16,918-601-3.43%$3,500,353
MOODYS CORPMCOFinancial Services0.87%6,864-12,408-64.38%$2,994,336
APPLE INCAAPLTechnology0.83%11,308-103-0.90%$2,869,840
VALERO ENERGY CORPVLOEnergy0.77%10,685+100+0.94%$2,640,050
INVESCO QQQ TRQQQOther0.38%2,262+78+3.57%$1,305,363
LINCOLN ELEC HLDGS INCLECOIndustrials0.29%3,981-109-2.67%$991,587
CENTERPOINT ENERGY INCCNPUtilities0.24%19,153-242-1.25%$826,659
CHENIERE ENERGY INCLNGEnergy0.20%2,418--$686,169
DIMENSIONAL ETF TRUSTDFACOther0.18%15,705--$610,296
SPDR SERIES TRUSTSPLGOther0.16%7,077+16+0.23%$541,640
VANGUARD INDEX FDSVOOOther0.14%793+793+100.00%$473,906
VANGUARD INDEX FDSVUGOther0.12%982--$428,928
WALMART INCWMTConsumer Defensive0.12%3,319-273-7.60%$412,446
OCCIDENTAL PETE CORPOXYEnergy0.12%6,254-3-0.05%$406,532
DIMENSIONAL ETF TRUSTDFAXOther0.12%11,718--$398,060
ELI LILLY & COLLYHealthcare0.09%350--$321,920
CONOCOPHILLIPSCOPEnergy0.09%2,318--$306,038
PHILLIPS 66PSXEnergy0.09%1,635--$297,823
PARSONS CORP DELPSNTechnology0.07%4,711--$255,195
COCA COLA COKOConsumer Defensive0.07%3,355--$255,118
ISHARES TRIBHJOther0.07%9,621+9,621+100.00%$252,263
VANECK ETF TRUSTSMHOther0.07%647+647+100.00%$248,060
BROADCOM INCAVGOTechnology0.07%759--$234,918
DIMENSIONAL ETF TRUSTDFUVOther0.06%4,362--$211,383