TF

THREADGILL FINANCIAL, LLC

13F
THREADGILL FINANCIAL, LLC
Last update 2025-07-10 47 Stocks (8 new)
Value $187.00 Mil Turnover 26 %
Countries:
Top Holdings: AZO(11.61%)V(10.51%)MA(10.06%)AMZN(5.76%)MCO(5.22%)
Summary Stock Picks Current Portfolio
THREADGILL FINANCIAL, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AZO
AutoZone Inc
5,843
21,690.6
-0.20%
11.610
-0.02%
0.030
+1.26%
+15.73%
61,990.6
Vehicles & Parts
V
Visa Inc
55,311
19,638.2
+0.32%
10.510
+0.03%
0.000
+4.53%
+10.46%
679,681.4
Credit Services
MA
Mastercard Inc
33,460
18,802.5
+0.40%
10.060
+0.04%
0.000
+8.08%
+4.95%
499,608.6
Credit Services
AMZN
Amazon.com Inc
49,000
10,765.7
+2.93%
5.760
+0.16%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
MCO
Moodys Corp
19,440
9,751.1
+90.63%
5.220
+2.48%
0.010
+16.82%
+5.93%
89,884.3
Capital Markets
SPGI
S&P Global Inc
17,986
9,484.0
+86.79%
5.080
+2.36%
0.010
+13.53%
+6.22%
161,643.3
Capital Markets
MSCI
MSCI Inc
14,806
8,539.4
+98.71%
4.570
+2.27%
0.020
+4.73%
-5.15%
43,758.2
Capital Markets
CPRT
Copart Inc
158,969
7,800.5
+80.98%
4.170
+1.87%
0.020
-20.69%
-17.30%
45,890.8
Business Services
ORLY
O'Reilly Automotive Inc
65,007
5,859.1
0%
3.140
0%
0.010
-1.11%
+15.90%
78,320.6
Vehicles & Parts
HEI
Heico Corp
16,893
5,540.9
+2,032.95%
2.970
+2.83%
0.010
+25.99%
+32.53%
37,991.5
Aerospace & Defense

THREADGILL FINANCIAL, LLC's Historical Top Holdings Breakdowns

THREADGILL FINANCIAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VT
Vanguard Total World Stock ETF
2025-06-30
Reduce
Reduce
-19.26%
●
103.16 ($119.55) 128.52
$129.24
8.11%
Reduce -98.77%
3,851
-309,861
HEI
Heico Corp
2025-06-30
Add
Add
+2.83%
●
236.44 ($276.51) 328
$314.81
13.85%
Add 2032.95%
16,893
16,101
TDG
TransDigm Group Inc
2025-06-30
New Buy
New Buy
+2.81%
●
1231.75 ($1404.17) 1520.64
$1,543.04
9.89%
New holding
3,458
3,458
CMG
Chipotle Mexican Grill Inc
2025-06-30
New Buy
New Buy
+2.54%
●
45.98 ($50.86) 56.15
$56.00
10.11%
New holding
84,388
84,388
EFX
Equifax Inc
2025-06-30
New Buy
New Buy
+2.50%
●
205.5 ($254.19) 280.54
$258.66
1.76%
New holding
18,045
18,045
MCO
Moodys Corp
2025-06-30
Add
Add
+2.48%
●
396.7 ($463.23) 501.59
$499.53
7.84%
Add 90.63%
19,440
9,242
ICE
Intercontinental Exchange Inc
2025-06-30
New Buy
New Buy
+2.40%
●
151.62 ($171.84) 183.47
$180.51
5.05%
New holding
24,449
24,449
SPGI
S&P Global Inc
2025-06-30
Add
Add
+2.36%
●
438.31 ($499.21) 527.29
$527.07
5.58%
Add 86.79%
17,986
8,357
MSCI
MSCI Inc
2025-06-30
Add
Add
+2.27%
●
506.56 ($553.68) 576.74
$565.56
2.15%
Add 98.71%
14,806
7,355
BLDR
Builders FirstSource Inc
2025-06-30
New Buy
New Buy
+1.94%
●
105.63 ($115.54) 131.12
$133.28
15.35%
New holding
31,028
31,028

THREADGILL FINANCIAL, LLC Total Holding History ($B)

To

THREADGILL FINANCIAL, LLC's Asset Allocation

To

THREADGILL FINANCIAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

THREADGILL FINANCIAL, LLC's Hypothetical Growth since 2025-06-30

THREADGILL FINANCIAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

THREADGILL FINANCIAL, LLC's Holdings Heat Map

Size field:

THREADGILL FINANCIAL, LLC's Holdings Bubble Chart

THREADGILL FINANCIAL, LLC News

  • 1

Discussions on THREADGILL FINANCIAL, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.