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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VUG VANGUARD INDEX FDS GROWTH ETF 820.0 $400K 0.12% NEW $487.86 -83.0%
102 DVN DEVON ENERGY CORPORATION Energy 10,771.0 $395K 0.11% NEW $36.63 +15.2%
103 BDX BECTON DICKINSON AND CO Healthcare 1,992.0 $387K 0.11% NEW $194.07 -19.6%
104 SPY STANDARD & POORS DEP. RECEIPTS Financial Services 552.0 $376K 0.11% NEW $681.92 +7.2%
105 PPG PPG IND INC Basic Materials 3,598.0 $369K 0.11% NEW $102.46 +20.3%
106 LULU LULULEMON ATHLETICA Consumer Cyclical 1,770.0 $368K 0.10% NEW $207.81 -43.4%
107 EVEREST RE GROUP LTD 1,080.0 $366K 0.10% NEW $339.35
108 WM WASTE MANAGEMENT INC. Industrials 1,656.0 $364K 0.10% NEW $219.71 +2.6%
109 SPGI S&P GLOBAL Financial Services 678.0 $354K 0.10% NEW $522.59 -21.8%
110 PEP PEPSICO INC Consumer Defensive 2,393.0 $343K 0.10% NEW $143.52 -1.6%
111 BALL BALL CORP Consumer Cyclical 6,272.0 $332K 0.10% NEW $52.97 +16.7%
112 ICE INTERCONTINENTAL EXCHANGE Financial Services 2,050.0 $332K 0.10% NEW $161.96 -23.5%
113 CRM SALESFORCE.COM Technology 1,221.0 $323K 0.09% NEW $264.91 -40.2%
114 XLE ENERGY SELECT SECTOR SPDR 7,224.0 $323K 0.09% NEW $44.71 +20.4%
115 WEC WEC ENERGY GROUP INC Utilities 2,982.0 $314K 0.09% NEW $105.46 +12.7%
116 SNY SANOFI SA Healthcare 6,443.0 $312K 0.09% NEW $48.46 -11.3%
117 NVO NOVO NORDISK A-S Healthcare 5,954.0 $303K 0.09% NEW $50.88 -5.6%
118 UNP UNION PAC CORP Industrials 1,288.0 $298K 0.09% NEW $231.32 +16.0%
119 FE FIRSTENERGY CORP Utilities 6,578.0 $294K 0.08% NEW $44.77 +8.2%
120 KO COCA COLA CO Consumer Defensive 3,918.0 $274K 0.08% NEW $69.91 +18.2%
Page 6 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%