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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APD Air Prods & Chems Inc Basic Materials 33,930.0 $9.9M 0.83% -488.0 -1.4% $293.18 +4.1%
22 MDT Medtronic PLC Healthcare 121,241.0 $9.5M 0.79% -819.0 -0.7% $78.23 +19.3%
23 BAC Bank America Corp Financial Services 157,842.0 $9.0M 0.75% -804.0 -0.5% $56.98 +8.3%
24 IRM Iron Mountain Inc Real Estate 65,102.0 $8.2M 0.68% -395.0 -0.6% $126.31 -3.4%
25 QCOM Qualcomm Inc Technology 40,373.0 $7.5M 0.62% -2K -5.1% $184.79 -13.0%
26 GNRC Generac Holdings Inc Industrials 25,358.0 $7.4M 0.62% -212.0 -0.8% $292.81 -29.7%
27 DIS Disney Walt Co Communication Services 76,121.0 $7.3M 0.61% -3K -4.3% $96.25 +12.0%
28 MMM 3M Co Industrials 44,726.0 $7.2M 0.60% -465.0 -1.0% $161.91 +10.5%
29 TMO Thermo Fisher Scientific Inc Healthcare 14,420.0 $7.2M 0.60% -105.0 -0.7% $501.36 +25.5%
30 VWO Vanguard FTSE Emerging Mkt ETF 119,292.0 $7.1M 0.59% -1K -0.9% $59.69 +1.3%
31 SO Southern Co Utilities 65,705.0 $6.3M 0.52% -490.0 -0.7% $95.71 -7.1%
32 LGND Ligand Pharmaceuticals Inc Healthcare 18,345.0 $5.8M 0.48% -775.0 -4.0% $316.09 -9.4%
33 FLS Flowserve Corp Industrials 67,694.0 $5.0M 0.42% -500.0 -0.7% $74.16 +7.1%
34 AMGN Amgen Inc Healthcare 12,301.0 $4.5M 0.37% -324.0 -2.6% $362.13 +21.3%
35 TSCO Tractor Supply Co Consumer Cyclical 139,995.0 $4.4M 0.37% -5K -3.6% $31.61 +10.7%
36 MDY State Street Spdr S&P Midcap 4 Financial Services 5,919.0 $4.2M 0.35% -140.0 -2.3% $703.34 -0.5%
37 SYK Stryker Corp Healthcare 13,212.0 $4.2M 0.34% -195.0 -1.4% $314.84 +4.6%
38 UPS United Parcel Service Inc CL B Industrials 33,189.0 $3.6M 0.30% -275.0 -0.8% $107.50 -5.1%
39 GE General Electric Co New Industrials 8,422.0 $3.1M 0.26% -1K -14.6% $373.73 -6.8%
40 CMCSA Comcast Corp CL A Communication Services 126,001.0 $3.1M 0.26% -4K -3.0% $24.55 +9.4%
Page 2 of 4  ·  66 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%