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| Happy Holidays!! thanks for using AUM13F!! |
| The Watchman Group Inc
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| CRD # | 133690 |
| SEC # | 801-63818 |
| CIK # | 0001748726 |
| AUM | $576.2 M (2025-02-21) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 469-241-0122 |
| Address | 5045 Lorimar Drive Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001748726 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.7 | ||
| Stryker Corp | 6.3 | ||
| Amphenol Corp /DE/ | 6.0 | ||
| Intuit Inc | 5.4 | ||
| VISA Inc | 5.2 | ||
| Tesla Motors Inc | 5.2 | ||
| Markel Corp | 4.7 | ||
| Alphabet Inc | 4.6 | ||
| Westinghouse Air Brake Technologies Corp | 4.6 | ||
| General Dynamics Corp | 4.4 | ||
| Amazon Com Inc | 4.4 | ||
| Uber Technologies Inc | 4.3 | ||
| Carlisle Companies Inc | 4.3 | ||
| Accenture PLC | 4.1 | ||
| Universal Forest Products Inc | 3.8 | ||
| Cummins Inc | 3.8 | ||
| Paccar Inc | 3.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 61.2 |
| (b) Individuals (high net worth individuals) | 134 | 502.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 958 | 576.2 |
| By Discretionary | ||
| Discretionary | 940 | 564.9 |
| Non-Discretionary | 18 | 11.3 |
| Total | 958 | 576.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 576.2 | |
| Total | 958 | 576.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001748726] |
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|---|---|---|
|
Wealth Care LLC
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|
0.6 | |
|
TLWM LLC
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TX | 0.6 |
|
Montag & Caldwell LLC
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GA | 0.6 |
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Northeast Advisers Inc
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PA | 0.6 |
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High Note Wealth LLC
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MN | 0.6 |
|
Aljian Capital Management LLC
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NV | 0.6 |
|
Peregrine Asset Advisers Inc
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OR | 0.6 |
|
Sandbox Financial Partners LLC
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|
MD | 0.6 |
|
Demming Financial Services Corp
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OH | 0.6 |
|
Ironwood Financial LLC
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AZ | 0.6 |