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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 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMRN BioMarin Pharmaceutical Inc Healthcare 8,176.0 $468K 0.04% $57.22 +16.6%
122 EQT EQT Corp Com Energy 8,607.0 $458K 0.04% $53.17 +1.0%
123 AZO Autozone Inc Consumer Cyclical 143.0 $457K 0.04% $3195.94 -7.4%
124 SPGI S&P Global Inc Financial Services 1,109.0 $452K 0.04% -28.0 -2.5% $407.26 +5.9%
125 NVS Novartis AG SP ADR Healthcare 2,807.0 $440K 0.04% -222.0 -7.3% $156.72 +1.4%
126 IJR iShares S&P Small Cap 600 ETF 2,773.0 $411K 0.03% -675.0 -19.6% $148.33 -0.7%
127 AFL Aflac Inc Financial Services 3,200.0 $375K 0.03% $117.25 -1.0%
128 VLO Valero Energy Corp Energy 1,403.0 $365K 0.03% -34.0 -2.4% $260.44 +34.0%
129 APH Amphenol Corp Cl A Technology 2,040.0 $360K 0.03% $176.32 -11.0%
130 BABA Alibaba Group Holding Ltd SP A Consumer Cyclical 3,642.0 $350K 0.03% $95.98 +24.3%
131 MA Mastercard Inc Financial Services 677.0 $348K 0.03% $513.60 +13.1%
132 TEL TE Connectivity PLC Technology 1,690.0 $341K 0.03% $201.61 +1.0%
133 LIN Linde PLC Basic Materials 643.0 $334K 0.03% $518.94 -6.0%
134 IBM Intl Business Machines Technology 1,177.0 $331K 0.03% $281.21 -16.2%
135 VTI Vanguard Index Fds Total Stk M 882.0 $326K 0.03% -130.0 -12.8% $370.17 +2.2%
136 AMT American Tower Corp Real Estate 1,877.0 $307K 0.03% $163.57 +7.5%
137 RARE Ultragenyx Pharmaceutical Inc Healthcare 9,191.0 $307K 0.03% NEW $33.39 -22.6%
138 TJX TJX Cos Inc Consumer Cyclical 1,960.0 $297K 0.03% $151.50 -7.3%
139 GDRX Goodrx Holdings Inc Cl A Healthcare 102,029.0 $294K 0.02% $2.88 +19.8%
140 CRWD Crowdstrike Holdings Inc Cl A Technology 380.0 $290K 0.02% NEW $190.78 +0.6%
Page 7 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%