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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LOW Lowes Cos Inc Consumer Cyclical 17,766.0 $3.9M 0.33% +1K +7.8% $220.49 -2.0%
22 SHW Sherwin Williams Co Basic Materials 11,227.0 $3.9M 0.32% +1K +10.3% $344.32 +0.7%
23 HDV iShares Core High Dv ETF 80,900.0 $2.2M 0.18% +65K +400.0% $27.41 +8.8%
24 KMB Kimberly Clark Corp Consumer Defensive 19,403.0 $2.1M 0.18% +8K +71.7% $109.77 -0.4%
25 OXY Occidental Petroleum Corp Energy 24,325.0 $1.2M 0.10% +1K +6.1% $48.57 +26.2%
26 NSP Insperity Inc Industrials 27,354.0 $1.1M 0.09% +16K +142.1% $41.31 +27.8%
27 DVN Devon Energy Corp Energy 15,000.0 $620K 0.05% +2K +12.1% $41.32 +18.8%
28 META Meta Platforms Inc Cl A Communication Services 475.0 $268K 0.02% +5.0 +1.1% $563.29 -2.4%
Page 2 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%