GOODMAN FINANCIAL CORP

PrivateCIK: 1382303
Location

HOUSTON, TX

77
Positions
$581.90M
Total AUM (reported)
10.37M
Total Shares

Allocation by class

TOTAL AUM$581.90M77 positions
STOCK$410.52M70.5%
ETF$149.60M25.7%
ADR$21.66M3.7%
REIT$122.7K0.0%

Portfolio Concentration

Top 316.6%4–1022.1%11–2537.1%Rest24.3%TOP 1038.6%0%100%
Top 3$96.33M16.6%
4–10$128.31M22.1%
11–25$215.87M37.1%
Rest$141.40M24.3%

Top 3 weight

16.6%

Top 10 weight

38.6%

Voting Authority Distribution

Total shares with voting rights: 10.37M

Sole

Full voting authority

10.37M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:

VANGUARD SHORT-TERM CORPORATE BOND ETF

SOLE
ETF
Shares439.94K
TypeSH
Market value$34.87M
5.99%
Sole
439.94K
Shared
0.00
None
0.00

VANGUARD MORTGAGE-BACKED SECURITIES ETF

SOLE
ETF
Shares671.82K
TypeSH
Market value$31.54M
5.42%
Sole
671.82K
Shared
0.00
None
0.00

NEXTPOWER INC CLASS A COM

SOLE
Stock
Shares248.14K
TypeSH
Market value$29.91M
5.14%
Sole
248.14K
Shared
0.00
None
0.00

PLAINS GP HLDGS L P LTD PARTNR INT A

SOLE
Stock
Shares818.03K
TypeSH
Market value$19.86M
3.41%
Sole
818.03K
Shared
0.00
None
0.00

ULTRA CLEAN HLDGS INC COM

SOLE
Stock
Shares311.10K
TypeSH
Market value$19.34M
3.32%
Sole
311.10K
Shared
0.00
None
0.00

SLB LIMITED COM STK

SOLE
Stock
Shares362.42K
TypeSH
Market value$18.62M
3.20%
Sole
362.42K
Shared
0.00
None
0.00

PFIZER INC COM

SOLE
Stock
Shares642.25K
TypeSH
Market value$18.03M
3.10%
Sole
642.25K
Shared
0.00
None
0.00

WASTE MANAGEMENT INC

SOLE
Stock
Shares77.36K
TypeSH
Market value$17.78M
3.06%
Sole
77.36K
Shared
0.00
None
0.00

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

SOLE
ETF
Shares380.75K
TypeSH
Market value$17.38M
2.99%
Sole
380.75K
Shared
0.00
None
0.00

PARSONS CORP DEL COM

SOLE
Stock
Shares319.14K
TypeSH
Market value$17.29M
2.97%
Sole
319.14K
Shared
0.00
None
0.00

AMAZON.COM

SOLE
Stock
Shares82.81K
TypeSH
Market value$17.25M
2.96%
Sole
82.81K
Shared
0.00
None
0.00

ISHARES MSCI EUROZONE

SOLE
ETF
Shares268.50K
TypeSH
Market value$16.82M
2.89%
Sole
268.50K
Shared
0.00
None
0.00

WYNN RESORTS LTD COM

SOLE
Stock
Shares164.41K
TypeSH
Market value$16.70M
2.87%
Sole
164.41K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP COM

SOLE
Stock
Shares168.07K
TypeSH
Market value$15.79M
2.71%
Sole
168.07K
Shared
0.00
None
0.00

TYSON FOODS INC CL A

SOLE
Stock
Shares235.61K
TypeSH
Market value$15.10M
2.59%
Sole
235.61K
Shared
0.00
None
0.00

AMERICAN WTR WKS CO INC NEW COM

SOLE
Stock
Shares107.92K
TypeSH
Market value$14.69M
2.52%
Sole
107.92K
Shared
0.00
None
0.00

FLUOR CORP COM

SOLE
Stock
Shares314.48K
TypeSH
Market value$14.67M
2.52%
Sole
314.48K
Shared
0.00
None
0.00

SCHNEIDER NATIONAL INC CL B

SOLE
Stock
Shares547.85K
TypeSH
Market value$14.44M
2.48%
Sole
547.85K
Shared
0.00
None
0.00

ANTERO RESOURCES CORP COM

SOLE
Stock
Shares331.74K
TypeSH
Market value$14.08M
2.42%
Sole
331.74K
Shared
0.00
None
0.00

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

SOLE
ETF
Shares281.27K
TypeSH
Market value$14.05M
2.41%
Sole
281.27K
Shared
0.00
None
0.00

MARKETAXESS HLDGS INC COM

SOLE
Stock
Shares83.16K
TypeSH
Market value$13.72M
2.36%
Sole
83.16K
Shared
0.00
None
0.00

VERALTO CORP COM SHS

SOLE
Stock
Shares145.75K
TypeSH
Market value$12.89M
2.21%
Sole
145.75K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC COM

SOLE
Stock
Shares176.15K
TypeSH
Market value$12.67M
2.18%
Sole
176.15K
Shared
0.00
None
0.00

INTL BUSINESS MACHINES

SOLE
Stock
Shares47.53K
TypeSH
Market value$11.52M
1.98%
Sole
47.53K
Shared
0.00
None
0.00

HALEON PLC SPON ADS

SOLE
ADR
Shares1.15M
TypeSH
Market value$11.49M
1.97%
Sole
1.15M
Shared
0.00
None
0.00
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