TF

THREADGILL FINANCIAL, LLC

13F
THREADGILL FINANCIAL, LLC
Last update 2025-04-10 44 Stocks (4 new)
Value $187.00 Mil Turnover 14 %
Countries:
Top Holdings: VT(19.50%)AZO(11.96%)V(10.36%)MA(9.79%)AMZN(4.85%)
Summary Stock Picks Current Portfolio
THREADGILL FINANCIAL, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VT 		Vanguard Total World Stock ETF
313,712
36,374.9
-31.61%
19.500
-9.06%
0.080
+0.11%
+5.52%
41,692.8
 
AZO 		AutoZone Inc
5,855
22,323.8
-0.34%
11.960
-0.03%
0.030
+14.24%
+21.17%
64,906.7
Vehicles & Parts
V 		Visa Inc
55,135
19,322.6
+0.26%
10.360
+0.03%
0.000
+3.74%
+16.80%
704,776.4
Credit Services
MA 		Mastercard Inc
33,326
18,266.5
+0.25%
9.790
+0.02%
0.000
+3.31%
+11.71%
532,508.4
Credit Services
AMZN 		Amazon.com Inc
47,607
9,057.7
-0.13%
4.850
-0.01%
0.000
-9.03%
-6.03%
2,188,667.2
Retail - Cyclical
LIN 		Linde PLC
14,601
6,798.7
-1.15%
3.640
-0.04%
0.000
-0.04%
+10.32%
216,688.6
Chemicals
ORLY 		O'Reilly Automotive Inc
4,334
6,208.8
+308.87%
3.330
+2.52%
0.010
+7.57%
+17.55%
79,437.6
Vehicles & Parts
ROP 		Roper Technologies Inc
9,382
5,531.5
+75.53%
2.960
+1.27%
0.010
+0.74%
+12.00%
62,409.5
Software
SHW 		Sherwin-Williams Co
14,295
4,991.6
+99.18%
2.680
+1.33%
0.010
+3.34%
+6.96%
90,717.4
Chemicals
CPRT 		Copart Inc
87,836
4,970.6
-0.08%
2.660
0%
0.010
+6.18%
+10.52%
61,279.3
Business Services

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 ETF2025-03-31Reduce
-9.06%
●
115.08 ($119.66) 123.97
$123.96
3.59%
Reduce -31.61%
313,712
-145,018
ORLY 		O'Reilly Automotive Inc2025-03-31Add
+2.52%
●
1187.71 ($1304.91) 1432.58
$1,393.90
6.82%
Add 308.87%
4,334
3,274
LOW 		Lowe's Companies Inc2025-03-31Reduce
-2.35%
●
222.66 ($246.05) 268.42
$234.43
-4.72%
Reduce -55.5%
14,376
-17,928
UNP 		Union Pacific Corp2025-03-31Reduce
-2.06%
●
225.21 ($240.72) 254.42
$229.50
-4.66%
Reduce -54.29%
14,311
-16,994
SPGI 		S&P Global Inc2025-03-31Add
+1.98%
●
478.26 ($510.97) 543.77
$524.28
2.60%
Add 311.14%
9,629
7,287
MCO 		Moodys Corp2025-03-31Add
+1.93%
●
437.8 ($481.85) 527.48
$492.10
2.13%
Add 312.71%
10,198
7,727
MSCI 		MSCI Inc2025-03-31Add
+1.87%
●
541.46 ($581.29) 628.34
$572.65
-1.49%
Add 480.75%
7,451
6,168
CP 		Canadian Pacific Kansas City Ltd2025-03-31Sold Out
-1.68%
●
69.42 ($76.08) 80.7
$81.61
7.27%
Sold Out
0
-43,699
NVO 		Novo Nordisk AS2025-03-31New Buy
+1.65%
●
69.3 ($82.59) 90.95
$67.02
-18.85%
New holding
44,339
44,339
SBUX 		Starbucks Corp2025-03-31Sold Out
-1.36%
●
92.17 ($103.37) 115.81
$84.61
-18.15%
Sold Out
0
-28,045

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 2025-03-31

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

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