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Portfolio (Quarterly) Guide ↗

WOODSTOCK CORP

· CIK 0001008877
13F Portfolio $1.2B AUM 163 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 28 Added 66 Reduced 3 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT Microsoft Corp Technology 159,578.0 $59.5M 4.94% +1K +0.8% $373.02 +29.5%
2 HD Home Depot Inc Consumer Cyclical 60,993.0 $21.5M 1.79% +914.0 +1.5% $352.68 -4.8%
3 ORCL Oracle Corp Technology 107,223.0 $15.7M 1.30% +2K +1.6% $146.55 -0.1%
4 EMR Emerson Electric Co Industrials 96,502.0 $13.8M 1.15% +535.0 +0.6% $143.15 +9.8%
5 V Visa Inc CL A Financial Services 39,179.0 $13.4M 1.12% +446.0 +1.1% $343.09 +8.1%
6 ABT Abbott Laboratories Healthcare 144,252.0 $13.1M 1.09% +7K +5.3% $90.74 +28.5%
7 ITW Illinois Tool Works Inc Industrials 47,478.0 $12.8M 1.07% +1K +2.8% $270.47 +4.4%
8 REGN Regeneron Pharmaceuticals Healthcare 20,518.0 $12.8M 1.06% +663.0 +3.3% $623.54 +33.8%
9 AMZN Amazon.com Inc Consumer Cyclical 50,814.0 $12.1M 1.01% +2K +3.4% $238.34 +8.5%
10 Berkshire Hathaway Inc CL B 21,991.0 $11.0M 0.91% +514.0 +2.4% $500.39
11 ADI Analog Devices Inc Technology 24,968.0 $9.9M 0.82% +285.0 +1.1% $397.17 -6.1%
12 ZS Zscaler Inc Technology 68,685.0 $9.7M 0.81% +8K +12.7% $141.15 +28.8%
13 SYY Sysco Corp Consumer Defensive 83,635.0 $7.0M 0.58% +4K +5.2% $83.58 +0.6%
14 NFLX Netflix Inc Communication Services 94,892.0 $6.8M 0.56% +73K +326.1% $71.40 +11.5%
15 FISV Fiserv Inc Technology 109,483.0 $5.4M 0.45% +19K +21.2% $49.05 +7.2%
16 HSY Hershey Co Consumer Defensive 28,426.0 $5.0M 0.41% +4K +18.0% $175.45 +6.3%
17 ROP Roper Technologies Inc Industrials 14,033.0 $4.7M 0.39% +1K +11.8% $338.39 +21.7%
18 DXCM DexCom Inc Healthcare 66,369.0 $4.5M 0.37% +2K +3.6% $67.35 +37.1%
19 PNC PNC Financial Services Group I Financial Services 17,880.0 $4.4M 0.37% +455.0 +2.6% $246.22 -1.3%
20 Expand Energy Corporation Com 46,742.0 $4.3M 0.35% +736.0 +1.6% $91.19
Page 1 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Healthcare 18.3%
Industrials 11.0%
Consumer Cyclical 9.3%
Financial Services 8.9%
Consumer Defensive 7.4%
Communication Services 5.5%
Energy 5.1%
Basic Materials 2.6%
Utilities 2.1%