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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 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADI Analog Devices Inc Technology 24,968.0 $9.9M 0.82% +285.0 +1.1% $397.17 -6.1%
42 ZS Zscaler Inc Technology 68,685.0 $9.7M 0.81% +8K +12.7% $141.15 +28.8%
43 MDT Medtronic PLC Healthcare 121,241.0 $9.5M 0.79% -819.0 -0.7% $78.23 +19.3%
44 CB Chubb Limited Financial Services 26,550.0 $9.0M 0.75% $340.74 +0.1%
45 BAC Bank America Corp Financial Services 157,842.0 $9.0M 0.75% -804.0 -0.5% $56.98 +8.3%
46 CVX Chevron Corp Energy 52,377.0 $8.7M 0.72% $165.76 +23.8%
47 IRM Iron Mountain Inc Real Estate 65,102.0 $8.2M 0.68% -395.0 -0.6% $126.31 -3.4%
48 QCOM Qualcomm Inc Technology 40,373.0 $7.5M 0.62% -2K -5.1% $184.79 -13.0%
49 GNRC Generac Holdings Inc Industrials 25,358.0 $7.4M 0.62% -212.0 -0.8% $292.81 -29.7%
50 DIS Disney Walt Co Communication Services 76,121.0 $7.3M 0.61% -3K -4.3% $96.25 +12.0%
51 MMM 3M Co Industrials 44,726.0 $7.2M 0.60% -465.0 -1.0% $161.91 +10.5%
52 TMO Thermo Fisher Scientific Inc Healthcare 14,420.0 $7.2M 0.60% -105.0 -0.7% $501.36 +25.5%
53 VWO Vanguard FTSE Emerging Mkt ETF 119,292.0 $7.1M 0.59% -1K -0.9% $59.69 +1.3%
54 SYY Sysco Corp Consumer Defensive 83,635.0 $7.0M 0.58% +4K +5.2% $83.58 +0.6%
55 NFLX Netflix Inc Communication Services 94,892.0 $6.8M 0.56% +73K +326.1% $71.40 +11.5%
56 SPY State Street Spdr S&P 500 Etf Financial Services 9,060.0 $6.8M 0.56% $746.73 +2.5%
57 SO Southern Co Utilities 65,705.0 $6.3M 0.52% -490.0 -0.7% $95.71 -7.1%
58 LGND Ligand Pharmaceuticals Inc Healthcare 18,345.0 $5.8M 0.48% -775.0 -4.0% $316.09 -9.4%
59 FISV Fiserv Inc Technology 109,483.0 $5.4M 0.45% +19K +21.2% $49.05 +7.2%
60 FLS Flowserve Corp Industrials 67,694.0 $5.0M 0.42% -500.0 -0.7% $74.16 +7.1%
Page 3 of 9  ·  163 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%