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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK Healthcare 6,402.0 $674K 0.19% NEW $105.26 +22.0%
82 LMT LOCKHEED MARTIN CORP. Industrials 1,372.0 $664K 0.19% NEW $483.67 +4.8%
83 AMD ADVANCED MICRO DEVICES INC Technology 2,895.0 $620K 0.18% NEW $214.16 +143.1%
84 EFA ISHARES: MSCI EAFE INDEX FUND 6,190.0 $594K 0.17% NEW $96.03 +6.8%
85 ALL ALLSTATE CORP Financial Services 2,823.0 $588K 0.17% NEW $208.15 +15.2%
86 KMI KINDER MORGAN INC Energy 19,689.0 $541K 0.15% NEW $27.49 +20.8%
87 APD AIR PRODUCTS AND CHEMICALS Basic Materials 2,098.0 $518K 0.15% NEW $247.02 +12.5%
88 LLY ELI LILLY & CO. Healthcare 480.0 $516K 0.15% NEW $1074.68 +12.4%
89 AIT APPLIED INDUSTRIAL Industrials 2,000.0 $514K 0.15% NEW $256.77 +31.4%
90 UNH UNITED HEALTH GROUP Healthcare 1,528.0 $504K 0.14% NEW $330.11 +29.6%
91 CMCSA COMCAST CORP CL A Communication Services 16,448.0 $492K 0.14% NEW $29.89 -22.5%
92 IWF ISHARES: RUSSELL 1000 GROWTH 1,015.0 $480K 0.14% NEW $473.30 -74.9%
93 EPD ENTERPRISE PRODUCTS PARTNERS LP Energy 14,811.0 $475K 0.14% NEW $32.06 +14.2%
94 LOW LOWES COMPANIES INC. Consumer Cyclical 1,951.0 $471K 0.14% NEW $241.16 -7.7%
95 SLB SCHLUMBERGER LTD Energy 12,200.0 $468K 0.13% NEW $38.38 +22.4%
96 ILMN ILLUMINA INC. Healthcare 3,462.0 $454K 0.13% NEW $131.16 +34.7%
97 XLK TECHNOLOGY SELECT SECTOR SPDR 3,100.0 $446K 0.13% NEW $143.97 +25.9%
98 ALB ALBEMARLE CORPORATION Basic Materials 3,083.0 $436K 0.12% NEW $141.44 -5.5%
99 CWB STATE STREET SPDR BLOOMBERG CON 4,700.0 $419K 0.12% NEW $89.20 +18.2%
100 EMR EMERSON ELEC CO Industrials 3,068.0 $407K 0.12% NEW $132.72 +8.1%
Page 5 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%