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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
Q2 2026 Q1 2026 · All 5 New 29 Added 59 Reduced
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 +16.4%
22 DXCM DexCom Inc Healthcare 64,034.0 $4.0M 0.36% +10K +17.5% $62.80 +47.0%
23 SHW Sherwin Williams Co Basic Materials 10,182.0 $3.3M 0.29% +2K +31.7% $320.55 +8.1%
24 OXY Occidental Petroleum Corp Energy 22,932.0 $1.5M 0.13% +14K +158.9% $65.00 -5.7%
25 MRVL Marvell Technology Group Ltd Technology 11,715.0 $1.2M 0.10% +100.0 +0.9% $99.05 +139.3%
26 FCX Freeport-Mcmoran Inc CL B Basic Materials 12,204.0 $717K 0.06% +500.0 +4.3% $58.78 +30.4%
27 IBM Intl Business Machines Technology 1,177.0 $285K 0.03% +44.0 +3.9% $242.39 -2.8%
28 MKC McCormick & Co Inc Consumer Defensive 5,020.0 $253K 0.02% +284.0 +6.0% $50.44 +9.9%
29 TSLA Tesla Motors Inc Consumer Cyclical 605.0 $225K 0.02% +5.0 +0.8% $371.75 -2.4%
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 26.7%
Healthcare 19.1%
Industrials 11.1%
Consumer Cyclical 9.7%
Financial Services 8.2%
Consumer Defensive 7.9%
Energy 6.7%
Communication Services 4.9%
Basic Materials 2.7%
Utilities 2.3%