Arkolith/Funds/Goodman Financial Corp

Goodman Financial Corp

CIK 1382303Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Goodman Financial Corp holds a diversified book of 73 stocks worth $647.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Spotify Technology Sa and trimmed Ultra Clean Holdings Inc. Their largest long position is Vanguard S/T Corp Bond ETF at 6% of the equity book. Cloning the disclosed picks since 2024 would be +12% (+6.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Goodman Financial Corp's latest
holdings, largest changes, and filing provenance.
Opened
45
new positions
Added to
40
existing
Trimmed
15
reduced
Sold out
12
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+12.0%
+6.8%/yr · since Nov '24
Their reported book
+15.0%
held from quarter-end
S&P 500
+31.5%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Aug '26
Goodman Financial Corp (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +15.0%, a 3.0-point gap that is the cost of the ~29-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Goodman Financial Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
39%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

74% mapped to company sectors

ETF / fund or unclassified
26%
Information Technology
22%
Industrials
9%
Consumer Discretionary
9%
Financials
7%
Energy
5%
Utilities
5%
Materials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Goodman Financial Corp

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 73$390.1B
WELLS FARGO & COMPANY/MN78 / 73$115.4B
ROYAL BANK OF CANADA78 / 73$108.6B
UBS Group AG78 / 73$100.9B
RAYMOND JAMES FINANCIAL INC78 / 73$86.4B
ENVESTNET ASSET MANAGEMENT INC78 / 73$76.8B
LPL Financial LLC78 / 73$69.8B
Creative Planning78 / 73$48.1B

Ranked by how many of Goodman Financial Corp's top 73 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

73 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Short-Term Corporate Bond ETF
ETF
$37.8M478.3K
5.8%
+8.7%
Added · +38K sh
2Vanguard Mortgage-Backed Securities ETF
ETF
$34.3M732.8K
5.3%
+9.1%
Added · +61K sh
3Ultra Clean Hldgs Inc Com
Stock
$31.8M223.2K
4.9%
−28%
Reduced · −88K sh
4Nextpower Inc Class A Com
Stock
$25.1M210.6K
3.9%
−15%
Reduced · −38K sh
5Microsoft
Stock
$22.0M59.0K
3.4%
75×
Added · +58K sh
6Vanguard Short-Term Inflation-Protected Securities ETF
ETF
$21.2M421.3K
3.3%
+50%
Added · +140K sh
7Vanguard 0-3 Month Treasury Bill ETF
ETF
$21.1M278.3K
3.3%
26×
Added · +268K sh
8Plains GP Hldgs L P Ltd Partnr Int A
Stock
$20.2M834.2K
3.1%
+2.0%
Added · +16K sh
9Amazon.com
Stock
$20.1M84.4K
3.1%
+1.9%
Added · +2K sh
10Pfizer Inc Com
Stock
$18.0M746.5K
2.8%
+16%
Added · +104K sh
11Waste Management Inc
Stock
$17.5M78.7K
2.7%
+1.8%
Added · +1K sh
12SLB Limited Com STK
Stock
$17.1M367.8K
2.6%
+1.5%
Added · +5K sh
13Parsons Corp Del Com
Stock
$17.1M326.1K
2.6%
+2.2%
Added · +7K sh
14Antero Resources Corp Com
Stock
$16.9M479.7K
2.6%
+45%
Added · +148K sh
15Haleon PLC Spon Ads
ADR
$16.8M1.80M
2.6%
+57%
Added · +655K sh
16Fluor Corp Com
Stock
$16.7M319.0K
2.6%
+1.4%
Added · +5K sh
17Wynn Resorts Ltd Com
Stock
$16.3M167.9K
2.5%
+2.1%
Added · +3K sh
18Netflix Inc. Com
Stock
$16.0M224.0K
2.5%
+347%
Added · +174K sh
19Schwab Charles Corp Com
Stock
$15.9M172.8K
2.5%
+2.8%
Added · +5K sh
20American WTR WKS Co Inc New Com
Stock
$14.5M110.4K
2.2%
+2.3%
Added · +2K sh
21Intl Business Machines
Stock
$14.0M49.7K
2.2%
+4.5%
Added · +2K sh
22Tyson Foods Inc CL A
Stock
$13.7M239.9K
2.1%
+1.8%
Added · +4K sh
23Veralto Corp Com SHS
Stock
$13.2M148.9K
2.0%
+2.1%
Added · +3K sh
24Uber Technologies Inc Com
Stock
$13.0M179.9K
2.0%
+2.1%
Added · +4K sh
25Global PMTS Inc Com
Stock
$11.4M157.6K
1.8%
+2.3%
Added · +4K sh
26State Street SPDR Portfolio Developed World Ex-US ETF
ETF
$11.4M226.7K
1.8%
−40%
Reduced · −154K sh
27Meta Platforms Inc CL A
Stock
$11.2M19.8K
1.7%
+2.1%
Added · +406 sh
28Affiliated Managers Group Com
Stock
$11.2M33.0K
1.7%
+1.4%
Added · +470 sh
29Starbucks
Stock
$11.1M108.9K
1.7%
+2.4%
Added · +3K sh
30Lamb Weston Hldgs Inc Com
Stock
$10.9M251.7K
1.7%
+2.4%
Added · +6K sh
31Spotify Technology S A SHS
Stock
$10.4M22.7K
1.6%
New
New position
32Sanofi Sa Sponsored ADR
ADR
$8.9M208.8K
1.4%
+2.3%
Added · +5K sh
33Wingstop Inc Com
Stock
$8.8M50.9K
1.4%
New
New position
34Champion Homes Inc Com
Stock
$8.2M93.0K
1.3%
+2.3%
Added · +2K sh
35Eaton Corp PLC SHS
Stock
$8.1M19.0K
1.3%
New
New position
36Coinbase Global Inc Com CL A
Stock
$7.1M48.9K
1.1%
New
New position
37Nutrien Ltd Com
Stock
$6.2M98.8K
1.0%
+2.1%
Added · +2K sh
38First Solar Inc Com
Stock
$4.9M20.7K
0.8%
New
New position
39Vanguard Value ETF
ETF
$4.8M21.9K
0.7%
+2.1%
Added · +457 sh
40Ishares Russell 1000 Value ETF
ETF
$4.3M17.8K
0.7%
Held
41Ishares S&P 500 Index
ETF
$4.0M5.3K
0.6%
Held
42Ishares Russell 1000 Growth ETF
ETF
$3.9M31.1K
0.6%
+300%
Added · +23K sh
43State Street SPDR S&P 500 ETF
ETF
$2.8M3.7K
0.4%
−6.0%
Reduced · −234 sh
44State Street SPDR Portfolio S&P 600 Small Cap ETF
ETF
$2.5M42.6K
0.4%
+0.3%
Added · +141 sh
45Exxon Mobil Corp
Stock
$2.3M16.7K
0.4%
New
New position
46Vanguard S&P Mid-Cap 400 Growth ETF
ETF
$2.2M14.7K
0.3%
+1.6%
Added · +238 sh
47APPLE
Stock
$2.1M7.3K
0.3%
−2.0%
Reduced · −147 sh
48State Street SPDR Portfolio S&P 500 ETF
ETF
$2.1M23.9K
0.3%
−29%
Reduced · −10K sh
49Ishares Msci USA Equal Weighted ETF
ETF
$2.1M18.3K
0.3%
+34%
Added · +5K sh
50Dimensional US Core Equity 1 ETF
ETF
$1.9M23.5K
0.3%
Held
Showing 50 of 73 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202673$647.0M13F-HR
Q1 2026Mar 31, 2026May 6, 202677$581.9M13F-HR
Q4 2025Dec 31, 2025Jan 8, 202671$528.0M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202568$513.7M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202566$497.6M13F-HR
Q1 2025Mar 31, 2025May 8, 202561$464.0M13F-HR
Q4 2024Dec 31, 2024Feb 11, 202570$468.1M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202459$447.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.