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Threadgill Financial, LLC
Threadgill Financial LLC is a registered investment adviser offering portfolio management services, primarily for individuals (including high net worth individuals). The firm focuses on developing and executing investment plans designed to build and preserve client wealth, primarily through direct management of individual equity securities.
Investment Strategy
The firm manages discretionary accounts, primarily investing in individual equities (stocks) such as large-cap companies, with a focus on building and preserving client wealth. Portfolios are customized based on client financial circumstances, goals, and risk tolerance.
Latest 13F Filing Activity
Threadgill Financial, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 49 equity positions with a total 13F market value of $206M. The fund increased holdings in Invesco Exch Traded FD TR II, Fair Isaac Corp., Microsoft Corp. among other positions. Threadgill Financial, LLC reduced exposure to Oreilly Automotive Inc., Roper Technologies Inc., Sherwin Williams Co. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AZO | AUTOZONE INC | 12.01% | $24.8M | 5,776 | $2112.23 | $4290.24 | +$3.1M |
M MA | MASTERCARD INCORPORATED | 9.18% | $18.9M | 33,275 | $378.77 | $568.81 | +$124.5K |
V V | VISA INC | 9.10% | $18.8M | 54,967 | $226.48 | $341.38 | -$873.7K |
A AMZN | AMAZON COM INC | 6.94% | $14.3M | 65,221 | $157.14 | $219.57 | +$3.6M |
M MCO | MOODYS CORP | 4.47% | $9.2M | 19,362 | $477.46 | $476.48 | -$525.7K |
Industry Allocation
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