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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEV GE Vernova Inc Utilities 2,402.0 $2.8M 0.23% -765.0 -24.2% $1174.86 -18.6%
42 CVS CVS Health Corp Healthcare 26,994.0 $2.8M 0.23% -365.0 -1.3% $103.45 -10.1%
43 MRVL Marvell Technology Group Ltd Technology 9,194.0 $2.7M 0.23% -3K -21.5% $297.88 -20.4%
44 ENB Enbridge Inc Energy 42,906.0 $2.3M 0.19% -1K -2.4% $54.21 -6.9%
45 PFE Pfizer Inc Healthcare 90,767.0 $2.2M 0.18% -2K -2.1% $24.08 +16.6%
46 LNC Lincoln Natl Corp Ind Financial Services 61,573.0 $2.2M 0.18% -4K -6.3% $35.35 +19.2%
47 BMY Bristol-Myers Squibb Co Healthcare 36,671.0 $2.1M 0.17% -1K -2.7% $57.62 +16.3%
48 IWM iShares Russell 2000 ETF 6,755.0 $2.0M 0.17% -1K -16.8% $300.45 -0.2%
49 CAT Caterpillar Inc Industrials 1,510.0 $1.6M 0.13% -47.0 -3.0% $1064.90 -22.3%
50 VZ Verizon Communications Inc Communication Services 36,173.0 $1.5M 0.13% -211.0 -0.6% $42.34 +16.8%
51 CARR Carrier Global Corporation Industrials 20,164.0 $1.5M 0.12% -872.0 -4.2% $73.35 -17.7%
52 AXP American Express Co Financial Services 4,356.0 $1.5M 0.12% -54.0 -1.2% $338.25 -0.7%
53 OTIS Otis Worldwide Corp Industrials 8,355.0 $598K 0.05% -702.0 -7.8% $71.60 -0.2%
54 Fidelity Tr 500 Index Ins Prem 2,009.0 $525K 0.04% -20.0 -1.0% $261.27
55 ALDX Aldeyra Therapeutics Inc Healthcare 242,756.0 $517K 0.04% -24K -9.0% $2.13 -28.6%
56 SLB Slb Limited Com Stk Energy 10,862.0 $505K 0.04% -245.0 -2.2% $46.49 +15.9%
57 SPGI S&P Global Inc Financial Services 1,109.0 $452K 0.04% -28.0 -2.5% $407.26 +5.9%
58 NVS Novartis AG SP ADR Healthcare 2,807.0 $440K 0.04% -222.0 -7.3% $156.72 +1.4%
59 IJR iShares S&P Small Cap 600 ETF 2,773.0 $411K 0.03% -675.0 -19.6% $148.33 -0.7%
60 VLO Valero Energy Corp Energy 1,403.0 $365K 0.03% -34.0 -2.4% $260.44 +34.0%
Page 3 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%