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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 6 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OXY Occidental Petroleum Corp Energy 24,325.0 $1.2M 0.10% +1K +6.1% $48.57 +26.2%
102 AKAM Akamai Technologies Inc Technology 9,920.0 $1.2M 0.10% $118.21 -6.6%
103 NSP Insperity Inc Industrials 27,354.0 $1.1M 0.09% +16K +142.1% $41.31 +27.8%
104 Ouster Inc New 16,970.0 $1.1M 0.09% $62.52
105 EA Electronic Arts Inc Communication Services 5,106.0 $1.0M 0.09% $205.04 +2.3%
106 VRNS Varonis Systems Inc Technology 24,526.0 $1.0M 0.09% $41.96 -1.7%
107 TIC Tic Solutions Inc Com Industrials 124,869.0 $1.0M 0.08% $8.09 +17.6%
108 EYPT Eyepoint Inc Com New Healthcare 68,465.0 $979K 0.08% $14.30 -62.8%
109 SHOP Shopify Inc Cl A Technology 8,475.0 $968K 0.08% $114.18 +30.7%
110 XLK Select Sector SPDR Tr Technolo 5,000.0 $953K 0.08% $190.52 -3.8%
111 UBER Uber Technologies Inc Technology 12,551.0 $906K 0.07% $72.16 +9.2%
112 FCX Freeport-Mcmoran Inc CL B Basic Materials 12,204.0 $768K 0.06% $62.89 +21.9%
113 SLF Sun Life Financial Inc Com Financial Services 9,647.0 $757K 0.06% $78.42 +0.7%
114 POET Poet Technologies Inc New Technology 67,900.0 $698K 0.06% $10.28 -19.7%
115 DVN Devon Energy Corp Energy 15,000.0 $620K 0.05% +2K +12.1% $41.32 +18.8%
116 OTIS Otis Worldwide Corp Industrials 8,355.0 $598K 0.05% -702.0 -7.8% $71.60 -0.2%
117 Fidelity Tr 500 Index Ins Prem 2,009.0 $525K 0.04% -20.0 -1.0% $261.27
118 ALDX Aldeyra Therapeutics Inc Healthcare 242,756.0 $517K 0.04% -24K -9.0% $2.13 -28.6%
119 SLB Slb Limited Com Stk Energy 10,862.0 $505K 0.04% -245.0 -2.2% $46.49 +15.9%
120 Growth Fund America Inc CL F-1 5,493.0 $478K 0.04% $87.10
Page 6 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%