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Portfolio (Quarterly) Guide ↗

BANK OF STOCKTON

· CIK 0001387723
13F Portfolio $349M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New
Page 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MS MORGAN STANLEY Financial Services 8,573.0 $1.5M 0.44% NEW $177.53 +19.6%
42 DHR DANAHER CORP Healthcare 6,588.0 $1.5M 0.43% NEW $228.92 -14.4%
43 SYK STRYKER CORP Healthcare 4,021.0 $1.4M 0.41% NEW $351.47 -5.3%
44 IBM INTERNATIONAL BUSINESS MACHINES Technology 4,636.0 $1.4M 0.39% NEW $296.21 -8.3%
45 ADBE ADOBE SYSTEMS, INC. Technology 3,861.0 $1.4M 0.39% NEW $349.99 -42.1%
46 MCK MCKESSON HBOC INC. Healthcare 1,631.0 $1.3M 0.38% NEW $820.29 -6.9%
47 FR FIRST INDUSTRIAL REALTY TRUS CO Real Estate 21,568.0 $1.2M 0.35% NEW $57.27 +11.0%
48 SCHW CHARLES SCHWAB CO Financial Services 12,328.0 $1.2M 0.35% NEW $99.91 -9.7%
49 ACN ACCENTURE PLC Technology 4,573.0 $1.2M 0.35% NEW $268.30 -51.9%
50 PANW PALO ALTO NETWORKS INC Technology 6,272.0 $1.2M 0.33% NEW $184.20 +65.0%
51 XLF FINANCIAL SELECT SECTOR SPDR 20,201.0 $1.1M 0.32% NEW $54.77 -2.1%
52 PNC PNC FINANCIAL SERVICES GROUP Financial Services 5,048.0 $1.1M 0.30% NEW $208.73 +17.5%
53 IJK ISHARES: S&P MIDCAP GROWTH 10,655.0 $1.0M 0.29% NEW $96.88 +18.9%
54 GOOG ALPHABET INC CL C Communication Services 3,279.0 $1.0M 0.29% NEW $313.80 +6.7%
55 IJJ ISHARES: S&P MID CAP VALUE INDE 7,674.0 $1.0M 0.29% NEW $131.59 +12.1%
56 DE DEERE & CO Industrials 2,169.0 $1.0M 0.29% NEW $465.57 +31.8%
57 IVW ISHARES: S&P 500 GROWTH INDEX 8,027.0 $989K 0.28% NEW $123.26 +7.6%
58 GD GENERAL DYNAMICS Industrials 2,909.0 $979K 0.28% NEW $336.66 +2.9%
59 DIS WALT DISNEY COMPANY Communication Services 8,345.0 $949K 0.27% NEW $113.77 -13.1%
60 TSM TAIWAN SEMICONDUCTOR ADR Technology 3,109.0 $945K 0.27% NEW $303.89 +42.2%
Page 3 of 7  ·  134 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 27.8%
Financial Services 20.5%
Communication Services 11.5%
Industrials 9.9%
Healthcare 8.4%
Consumer Cyclical 7.4%
Consumer Defensive 6.9%
Energy 4.5%
Utilities 1.7%
Basic Materials 0.8%