THREADGILL FINANCIAL, LLC — 13F holdings

THREADGILL FINANCIAL, LLC reported 36 holdings worth $243M in its 13F filing for Q2 2026, filed July 8, 2026.

Largest positions

1. VT VANGUARD INTL EQUITY INDEX F — $46.2M (19.1%)
2. VEU VANGUARD INTL EQUITY INDEX F — $43.5M (17.9%)
3. SCHG SCHWAB STRATEGIC TR — $32.3M (13.3%)
4. V VISA INC — $17.7M (7.3%)
5. VTV VANGUARD INDEX FDS — $17.1M (7.0%)
6. AZO AUTOZONE INC — $16.8M (6.9%)
7. MA MASTERCARD INCORPORATED — $16.0M (6.6%)
8. AMZN AMAZON COM INC — $15.0M (6.2%)
9. LECO LINCOLN ELEC HLDGS INC — $6.54M (2.7%)
10. SPMO INVESCO EXCH TRADED FD TR II — $4.33M (1.8%)