Long-term investor

Watchman Group, Inc. @watchmangroupinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001748726).

Record

  • Tracked since 2025-06-30 (434 days), 45 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.7% · 6 months +8.1% · 1 year +14.6% · all +14.6%
  • Max drawdown -2.5% · Sharpe 0.90 · win rate 35% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MTBA · 9.9% · long · since 2025-06-30
  • DFAC · 9.1% · long · since 2025-06-30
  • TMSL · 8.0% · long · since 2025-06-30
  • VSLU · 7.7% · long · since 2025-06-30
  • DFAT · 6.7% · long · since 2025-06-30
  • TLH · 6.2% · long · since 2025-06-30
  • FBND · 4.7% · long · since 2025-06-30
  • DFIC · 3.6% · long · since 2025-06-30
  • DFEM · 2.7% · long · since 2025-06-30
  • AVDE · 2.3% · long · since 2025-12-31
  • FRDM · 2.0% · long · since 2025-06-30
  • GOOG · 2.0% · long · since 2025-06-30

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