THREADGILL FINANCIAL, LLC 13F Holdings

CIK 0001814104 · HOUSTON, TX

As of Sep 30, 2025, THREADGILL FINANCIAL, LLC reported 50 positions worth $206.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AUTOZONE INCAZOConsumer Cyclical5,776$24.8M12.01%
MASTERCARD INCMAFinancial Services33,275 8.9M9.18%
VISA INC-CLASS A SHARESVFinancial Services54,967 8.8M9.10%
AMAZON.COM INCAMZNEquity65,221 4.3M6.94%
MOODYS CORPMCOFinancial Services19,362$9.2M4.47%
S&P GLOBAL INCSPGIFinancial Services17,927$8.7M4.23%
MSCI INCMSCIFinancial Services14,859$8.4M4.09%
COPART INCCPRTIndustrials173,884$7.8M3.79%
MICROSOFT CORPMSFTTechnology11,777$6.1M2.96%
FAIR ISAAC CORPFICOTechnology3,966$5.9M2.88%
INVESCO S&P 500 MOMENTUM ETFSPMO—46,997$5.7M2.76%
EQUIFAX INCEFXIndustrials22,029$5.7M2.74%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology17,209$4.8M2.33%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services28,380$4.8M2.32%
ALPHABET INCGOOGEquity18,960$4.6M2.24%
TRANSDIGM GROUP INCTDGIndustrials3,468$4.6M2.22%
LOWES COMPANIES INCLOWConsumer Cyclical17,538$4.4M2.14%
ADOBE INCADBETechnology11,345$4.0M1.94%
SCHWAB CHARLES CORPSCHWEquity40,131$3.8M1.86%
BROWN & BROWN INCBROFinancial Services39,734$3.7M1.81%
TRANSUNIONTRUIndustrials39,991$3.4M1.62%
HEICO CORPHEI.AIndustrials13,109$3.3M1.61%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical84,533$3.3M1.61%
TRACTOR SUPPLY COTSCOConsumer Cyclical55,759$3.2M1.54%
HONEYWELL INTERNATIONAL INCHONIndustrials15,000$3.2M1.53%