Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

THREADGILL FINANCIAL, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

THREADGILL FINANCIAL, LLC (CIK 1814104) reported $344.2M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEU ($37.9M, 11.01%), VT ($37.4M, 10.88%), IBDS ($34.4M, 10.00%), IBDT ($22.0M, 6.39%), IBDU ($21.5M, 6.24%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VEUVANGUARD INTL EQUITY INDEX F$37.9M11.01%504,564Added
2VTVANGUARD INTL EQUITY INDEX F$37.4M10.88%270,708Added
3IBDSISHARES TR$34.4M10.00%1.4MAdded
4IBDTISHARES TR$22.0M6.39%867,919Added
5IBDUISHARES TR$21.5M6.24%923,433Added
6IBHGISHARES TR$21.3M6.19%962,629Added
7IBHHISHARES TR$20.4M5.92%868,688Added
8AZOAUTOZONE INC$18.3M5.31%5,410Trimmed
9MAMASTERCARD INCORPORATED$15.9M4.61%31,738Trimmed
10VVISA INC$15.8M4.59%52,298Trimmed
11AMZNAMAZON COM INC$13.2M3.83%63,233Trimmed
12VTVVANGUARD INDEX FDS$11.7M3.39%59,386New
13IBHIISHARES TR$11.3M3.29%486,139Added
14SCHGSCHWAB STRATEGIC TR$10.3M2.99%353,427Added
15SPGIS&P GLOBAL INC$7.1M2.07%16,734Trimmed
16SPMOINVESCO EXCH TRADED FD TR II$6.6M1.92%58,849Added
17EFXEQUIFAX INC$5.0M1.46%27,844Trimmed
18XOMEXXON MOBIL CORP$4.8M1.39%28,102Added
19TRUTRANSUNION$4.2M1.23%61,261Trimmed
20MSFTMICROSOFT CORP$3.7M1.08%9,997Trimmed
21CVXCHEVRON CORPORATION$3.5M1.02%16,918Trimmed
22MCOMOODYS CORP$3.0M0.87%6,864Trimmed
23AAPLAPPLE INC$2.9M0.83%11,308Trimmed
24VLOVALERO ENERGY CORP$2.6M0.77%10,685Added
25QQQINVESCO QQQ TR$1.3M0.38%2,262Added

Source: SEC Form 13F filings · as of 2026-03-31