Fund Holdings

Goodman Financial Corp

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 171 of 71 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
VANGUARD MORTGAGE-BACKED SECURITIES ETF0501,461+501,461023,608,784+23,608,784
WASTE MANAGEMENT INC076,908+76,908016,897,523+16,897,523
VERALTO CORP COM SHS090,720+90,72009,052,042+9,052,042
STARBUCKS0104,627+104,62708,810,619+8,810,619
INTL BUSINESS MACHINES029,287+29,28708,675,102+8,675,102
FLUOR CORP NEW COM0192,019+192,01907,609,713+7,609,713
META PLATFORMS INC CL A010,238+10,23806,758,007+6,758,007
NEXTPOWER INC CLASS A COM330,263330,023-24024,436,15928,748,304+4,312,145
PFIZER INC COM483,442621,214+137,77212,318,10915,468,221+3,150,112
SCHNEIDER NATIONAL INC CL B537,255532,345-4,91011,368,31314,123,108+2,754,795
VANGUARD SHORT-TERM CORPORATE BOND ETF361,738395,312+33,57428,913,74031,518,255+2,604,515
SALESFORCE INC COM51,53153,398+1,86712,212,86414,145,724+1,932,860
SLB LIMITED COM STK346,926360,378+13,45211,923,83713,831,298+1,907,461
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF806,539818,239+11,70034,511,81436,337,979+1,826,165
PLAINS GP HLDGS L P LTD PARTNR INT A770,598808,679+38,08114,055,71315,478,114+1,422,401
SCHWAB CHARLES CORP COM194,440198,151+3,71118,563,16519,797,312+1,234,147
MARKETAXESS HLDGS INC COM72,37076,294+3,92412,610,53313,828,274+1,217,741
AMAZON.COM79,09180,466+1,37517,365,91618,573,062+1,207,146
TYSON FOODS INC CL A233,276234,897+1,62112,666,86313,769,658+1,102,795
ANTERO RESOURCES CORP COM440,722460,806+20,08414,790,63015,879,375+1,088,745
ISHARES MSCI EUROZONE259,226266,442+7,21616,056,48817,078,953+1,022,465
NUTRIEN LTD COM263,382262,474-90815,463,17116,199,867+736,696
ISHARES MSCI USA EQUAL WEIGHTED ETF2,7338,685+5,952281,417897,768+616,351
ISHARES AGGREGATE BOND ETF04,048+4,0480404,314+404,314
ALPHABET INC CAP STK CL C01,221+1,2210383,258+383,258
MICROSOFT0787+7870380,609+380,609
EXXON MOBIL CORP15,66217,318+1,6561,765,8872,084,007+318,120
AFFILIATED MANAGERS GROUP INC COM80,26167,474-12,78719,136,64119,451,422+314,781
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF016,140+16,1400273,089+273,089
APPLE6,8897,424+5351,754,2262,018,342+264,116
ADOBE INC COM37,29238,272+98013,154,75313,394,817+240,064
ISHARES RUSSELL 1000 VALUE ETF17,80517,80503,624,9203,745,104+120,184
BERKSHIRE HATHAWAY INC DEL CL B NEW1,4021,621+219704,841814,796+109,955
VANGUARD VALUE ETF21,62521,578-474,032,8164,121,226+88,410
SPDR S&P 500 ETF TRUST3,9343,93402,620,7772,682,699+61,922
SPDR GOLD SHARES1,4101,4100501,213558,797+57,584
JPMORGAN CHASE & CO. COM683784+101215,326252,555+37,229
DIMENSIONAL US CORE EQUITY 1 ETF23,60023,458-1421,697,7841,727,213+29,429
ENTERPRISE PRODS PARTNERS L P23,34123,3410729,887748,327+18,440
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF6,1506,231+81495,965514,072+18,107
VANGUARD S&P MID-CAP 400 GROWTH ETF14,51914,542+231,734,7001,747,993+13,293
ROYAL DUTCH SHELL PLC-ADR4,0544,112+58289,983302,150+12,167
TESLA INC COM455476+21202,348214,067+11,719
PROSPERITY BANCSHARES INC COM4,1534,1530275,552287,014+11,462
WHEATON PRECIOUS METALS CORP COM2,0002,0000223,680235,040+11,360
XTRACKERS MSCI EAFE HEDGED EQUITY ETF6,0056,0050278,752288,901+10,149
VANGUARD TOTAL STK MKT1,1651,168+3382,395391,762+9,367
ISHARES CORE S&P MID CAP ETF9,1659,1650598,108604,890+6,782
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF43,25142,863-3882,003,3952,008,557+5,162
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF1,3581,3580301,643305,037+3,394
BP PLC SPONSORED ADR8,8728,8720305,729308,125+2,396
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF4,5264,491-35258,842260,074+1,232
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF28,27728,2770581,658582,506+848
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF31,63431,6340595,036595,826+790
VANGUARD S&P MID-CAP 400 VALUE ETF5,7375,725-12578,117578,240+123
BROADCOM INC COM1,3661,301-65450,592450,401-191
VANGUARD EXTENDED MARKET ETF1,1411,1410238,857238,606-251
CONOCOPHILLIPS COM3,2383,263+25306,282305,449-833
RITHM CAPITAL CORP COM NEW12,94212,9420147,414141,072-6,342
PHILLIPS 662,4662,4660335,425318,213-17,212
STATE STREET SPDR PORTFOLIO S&P 500 ETF43,57241,420-2,1523,413,4503,322,721-90,729
ISHARES S&P 500 INDEX5,9445,278-6663,978,3193,615,113-363,206
ISHARES RUSSELL 1000 GROWTH ETF10,1179,167-9504,738,9044,338,741-400,163
ULTRA CLEAN HLDGS INC COM538,008558,019+20,01114,660,71814,134,621-526,097
QUIDELORTHO CORP COM395,034388,752-6,28211,633,75111,102,757-530,994
GLOBAL PMTS INC COM147,800149,289+1,48912,279,26511,555,006-724,259
WYNN RESORTS LTD COM159,864161,903+2,03920,505,75619,481,832-1,023,924
LAMB WESTON HLDGS INC COM235,596242,066+6,47013,683,41510,140,136-3,543,279
PARSONS CORP DEL COM211,886220,584+8,69817,569,58713,632,091-3,937,496
ADVANCE AUTO PARTS INC COM228,028118,988-109,04014,000,9284,676,218-9,324,710
INVESCO S&P 500 EQUAL WEIGHT ETF157,5396,216-151,32329,885,1251,190,822-28,694,303
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