Loading…
CIK 0001814104 • 6 13F filings • Apr 10, 2025 – Jul 8, 2026
Import this data to Google Sheets with:
=jivedata("threadgill-financial-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $4.0M | 1.9% | 11,345 SH | New |
| ALPHABET INC | CAP STK CL A | $204K | 0.1%Prev: 0.1% | 840 SH | Decreased+150 SH |
| ALPHABET INC | CAP STK CL C | $4.6M | 2.2%Prev: 0.1% | 18,960 SH | Increased+18,149 SH |
| AMAZON COM INC | COM | $14.3M | 6.9%Prev: 6.2% | 65,221 SH | Decreased+2,387 SH |
| APPLE INC | COM | $2.9M | 1.4%Prev: 1.3% | 11,401 SH | Decreased+92 SH |
| AUTOZONE INC | COM | $24.8M | 12.0%Prev: 6.9% | 5,776 SH | Increased+524 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $599K | 0.3% | 1,192 SH | New |
| BROADCOM INC | COM | $250K | 0.1%Prev: 0.1% | 759 SH | Decreased |
| BROWN & BROWN INC | COM | $3.7M | 1.8% | 39,734 SH | New |
| CENTERPOINT ENERGY INC | COM | $753K | 0.4%Prev: 0.3% | 19,395 SH | Decreased+242 SH |
| CHENIERE ENERGY INC | COM NEW | $568K | 0.3%Prev: 0.2% | 2,418 SH | Decreased |
| CHEVRON CORP NEW | COM | $2.7M | 1.3% | 17,519 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $3.3M | 1.6% | 84,533 SH | New |
| COCA COLA CO | COM | $222K | 0.1%Prev: 0.1% | 3,355 SH | Decreased-62 SH |
| COPART INC | COM | $7.8M | 3.8% | 173,884 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $606K | 0.3% | 15,705 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $368K | 0.2%Prev: 0.2% | 11,718 SH | Decreased |
| EA SERIES TRUST | RAINWATER EQUITY | $348K | 0.2% | 13,721 SH | New |
| ELI LILLY & CO | COM | $267K | 0.1%Prev: 0.2% | 350 SH | Decreased |
| EQUIFAX INC | COM | $5.7M | 2.7% | 22,029 SH | New |
| EXXON MOBIL CORP | COM | $1.2M | 0.6%Prev: 1.6% | 10,741 SH | Decreased-17,496 SH |
| FAIR ISAAC CORP | COM | $5.9M | 2.9% | 3,966 SH | New |
| HEICO CORP NEW | CL A | $3.3M | 1.6% | 13,109 SH | New |
| HEICO CORP NEW | COM | $1.2M | 0.6% | 3,785 SH | New |
| HONEYWELL INTL INC | COM | $3.2M | 1.5% | 15,000 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $4.8M | 2.3% | 28,380 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $5.7M | 2.8%Prev: 1.8% | 46,997 SH | Increased+20,169 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 0.6%Prev: 0.8% | 2,180 SH | Decreased-400 SH |
| LINCOLN ELEC HLDGS INC | COM | $994K | 0.5%Prev: 2.7% | 4,217 SH | Decreased-20,429 SH |
| LOWES COS INC | COM | $4.4M | 2.1% | 17,538 SH | New |
| MASTERCARD INCORPORATED | CL A | $18.9M | 9.2%Prev: 6.6% | 33,275 SH | Increased+2,026 SH |
| META PLATFORMS INC | CL A | $223K | 0.1% | 303 SH | New |
| MICROSOFT CORP | COM | $6.1M | 3.0%Prev: 0.2% | 11,777 SH | Increased+10,326 SH |
| MOODYS CORP | COM | $9.2M | 4.5% | 19,362 SH | New |
| MSCI INC | COM | $8.4M | 4.1% | 14,859 SH | New |
| OCCIDENTAL PETE CORP | COM | $296K | 0.1%Prev: 0.1% | 6,257 SH | Decreased+3 SH |
| PARSONS CORP DEL | COM | $391K | 0.2%Prev: 0.1% | 4,711 SH | Increased |
| S&P GLOBAL INC | COM | $8.7M | 4.2% | 17,927 SH | New |
| SCHWAB CHARLES CORP | COM | $3.8M | 1.9% | 40,131 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $552K | 0.3% | 7,044 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $4.8M | 2.3% | 17,209 SH | New |
| TRACTOR SUPPLY CO | COM | $3.2M | 1.5% | 55,759 SH | New |
| TRANSDIGM GROUP INC | COM | $4.6M | 2.2% | 3,468 SH | New |
| TRANSUNION | COM | $3.4M | 1.6% | 39,991 SH | New |
| UNITEDHEALTH GROUP INC | COM | $249K | 0.1% | 721 SH | New |
| VALERO ENERGY CORP | COM | $1.8M | 0.9%Prev: 1.1% | 10,585 SH | Decreased-100 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $465K | 0.2% | 969 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.9M | 0.9%Prev: 19.1% | 14,087 SH | Decreased-280,063 SH |
| VISA INC | COM CL A | $18.8M | 9.1%Prev: 7.3% | 54,967 SH | Increased+3,507 SH |
| WALMART INC | COM | $366K | 0.2%Prev: 0.2% | 3,550 SH | Decreased+231 SH |
| 13F-HR |
| 0001754960-26-000430 |
| $242.6M |
| View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000334 | $186.9M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000277 | $344.2M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000169 | $186.6M | View |