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Portfolio (Quarterly) Guide ↗

BANK OF STOCKTON

· CIK 0001387723
13F Portfolio $323M AUM 144 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 47 Added 60 Reduced 15 Exited
Page 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC CL C Communication Services 3,279.0 $941K 0.29% $286.86 +19.6%
62 MRK MERCK Healthcare 7,712.0 $928K 0.29% +1K +20.5% $120.29 +6.4%
63 USB U.S. BANCORP Financial Services 17,672.0 $919K 0.28% +2K +11.1% $52.01 +17.5%
64 AMD ADVANCED MICRO DEVICES INC Technology 4,456.0 $906K 0.28% +2K +53.9% $203.43 +155.5%
65 IJK ISHARES: S&P MIDCAP GROWTH 8,628.0 $868K 0.27% -2K -19.0% $100.62 +15.0%
66 ISRG INTUITIVE SURGICAL INC Healthcare 1,873.0 $863K 0.27% +417.0 +28.6% $460.99 -12.1%
67 ABBV ABBVIE INC. Healthcare 3,857.0 $839K 0.26% +69.0 +1.8% $217.49 +14.2%
68 TRV TRAVELERS COMPANIES INC Financial Services 2,861.0 $834K 0.26% -40.0 -1.4% $291.68 +11.2%
69 IVW ISHARES: S&P 500 GROWTH INDEX 7,377.0 $834K 0.26% -650.0 -8.1% $113.11 +18.3%
70 EA ELECTRONIC ARTS INC. Communication Services 4,087.0 $833K 0.26% -150.0 -3.5% $203.87 +0.8%
71 NEE NEXTERA ENERGY, INC. Utilities 8,729.0 $811K 0.25% -2K -16.6% $92.88 -5.2%
72 PANW PALO ALTO NETWORKS INC Technology 5,055.0 $810K 0.25% -1K -19.4% $160.32 +87.5%
73 CENCORA INC 2,526.0 $794K 0.24% $314.14
74 CVE CENOVUS ENERGY INC Energy 29,305.0 $777K 0.24% +14K +92.2% $26.53 -7.0%
75 AZN ASTRAZENECA Healthcare 3,940.0 $777K 0.24% NEW $197.22 -3.9%
76 DE DEERE & CO Industrials 1,377.0 $776K 0.24% -792.0 -36.5% $563.30 +11.4%
77 MMM 3M COMPANY Industrials 5,305.0 $770K 0.24% +4K +249.0% $145.23 +14.3%
78 MDT MEDTRONIC PLC Healthcare 8,882.0 $770K 0.24% +2K +23.5% $86.65 -6.1%
79 DVN DEVON ENERGY CORPORATION Energy 15,078.0 $759K 0.23% +4K +40.0% $50.32 -15.2%
80 APD AIR PRODUCTS AND CHEMICALS Basic Materials 2,492.0 $724K 0.22% +394.0 +18.8% $290.49 -3.8%
Page 4 of 7  ·  133 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 26.7%
Financial Services 17.7%
Industrials 12.0%
Communication Services 11.7%
Healthcare 8.7%
Consumer Defensive 7.7%
Consumer Cyclical 6.8%
Energy 4.8%
Utilities 1.7%
Basic Materials 1.1%