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Portfolio (Quarterly) Guide ↗

WOODSTOCK CORP

· CIK 0001008877
13F Portfolio $1.1B AUM 156 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 29 Added 59 Reduced 5 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ROP Roper Technologies Inc Industrials 12,556.0 $4.4M 0.40% +770.0 +6.5% $353.86 -9.5%
22 DXCM DexCom Inc Healthcare 64,034.0 $4.0M 0.36% +10K +17.5% $62.80 +15.5%
23 SHW Sherwin Williams Co Basic Materials 10,182.0 $3.3M 0.29% +2K +31.7% $320.55 -5.1%
24 OXY Occidental Petroleum Corp Energy 22,932.0 $1.5M 0.13% +14K +158.9% $65.00 -11.6%
25 MRVL Marvell Technology Group Ltd Technology 11,715.0 $1.2M 0.10% +100.0 +0.9% $99.05 +107.3%
26 FCX Freeport-Mcmoran Inc CL B Basic Materials 12,204.0 $717K 0.06% +500.0 +4.3% $58.78 +11.1%
27 IBM Intl Business Machines Technology 1,177.0 $285K 0.03% +44.0 +3.9% $242.39 +8.0%
28 MKC McCormick & Co Inc Consumer Defensive 5,020.0 $253K 0.02% +284.0 +6.0% $50.44 -6.5%
29 TSLA Tesla Motors Inc Consumer Cyclical 605.0 $225K 0.02% +5.0 +0.8% $371.75 +18.7%
Page 2 of 2  ·  29 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 25.5%
Healthcare 18.3%
Industrials 10.6%
Consumer Cyclical 9.3%
Communication Services 9.0%
Financial Services 7.8%
Consumer Defensive 7.6%
Energy 6.4%
Basic Materials 2.6%
Utilities 2.2%