Goodman Financial Corp — 13F holdings

Goodman Financial Corp reported 73 holdings worth $647M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. VCSH VANGUARD SCOTTSDALE FDS — $37.8M (5.8%)
  2. VMBS VANGUARD SCOTTSDALE FDS — $34.3M (5.3%)
  3. UCTT ULTRA CLEAN HLDGS INC — $31.8M (4.9%)
  4. NXT Nextpower Inc — $25.1M (3.9%)
  5. MSFT MICROSOFT CORP — $22.0M (3.4%)
  6. VTIP VANGUARD MALVERN FDS — $21.2M (3.3%)
  7. VBIL VANGUARD INSTL INDEX FD — $21.1M (3.3%)
  8. PAGP PLAINS GP HLDGS L P — $20.2M (3.1%)
  9. AMZN AMAZON COM INC — $20.1M (3.1%)
  10. PFE PFIZER INC — $18.0M (2.8%)