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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLE STATE STREET ENERGY SELECT SECT 7,743.0 $474K 0.15% +519.0 +7.2% $61.26 -11.9%
102 ECL ECOLAB INC Basic Materials 1,751.0 $466K 0.14% NEW $266.02 +6.2%
103 KHC KRAFT HEINZ CO Consumer Defensive 19,704.0 $443K 0.14% NEW $22.49 +6.7%
104 MET METLIFE INC Financial Services 6,109.0 $432K 0.13% NEW $70.72 +22.3%
105 CTAS CINTAS CORP Industrials 2,554.0 $432K 0.13% NEW $169.14 +1.9%
106 CWB STATE STREET SPDR BLOOMBERG CON 4,700.0 $430K 0.13% $91.52 +15.4%
107 T AT&T INC Communication Services 14,755.0 $428K 0.13% +6K +74.1% $28.99 -22.5%
108 IWF ISHARES: RUSSELL 1000 GROWTH 880.0 $375K 0.12% -135.0 -13.3% $426.40 -72.0%
109 PPG PPG IND INC Basic Materials 3,393.0 $363K 0.11% -205.0 -5.7% $106.88 +13.7%
110 SPY STATE STREET SPDR S&P 500 ETF Financial Services 552.0 $359K 0.11% $650.34 +13.0%
111 VUG VANGUARD INDEX FDS GROWTH ETF 820.0 $358K 0.11% $436.79 -81.0%
112 XLK STATE STREET TECHNOLOGY SELECT 2,600.0 $346K 0.11% -500.0 -16.1% $132.90 +36.9%
113 WEC WEC ENERGY GROUP INC Utilities 2,982.0 $345K 0.11% $115.77 +1.8%
114 LOW LOWES COMPANIES INC. Consumer Cyclical 1,451.0 $343K 0.11% -500.0 -25.6% $236.28 -5.4%
115 WM WASTE MANAGEMENT INC. Industrials 1,480.0 $340K 0.10% -176.0 -10.6% $229.79 -1.1%
116 COP CONOCOPHILLIPS Energy 2,369.0 $313K 0.10% -7K -75.0% $132.00 -19.4%
117 ALB ALBEMARLE CORPORATION Basic Materials 1,720.0 $309K 0.10% -1K -44.2% $179.53 -25.0%
118 CRM SALESFORCE.COM Technology 1,599.0 $298K 0.09% +378.0 +31.0% $186.67 -16.4%
119 CNP CENTERPOINT ENERGY INC Utilities 6,800.0 $293K 0.09% $43.16 +3.4%
120 KO COCA COLA CO Consumer Defensive 3,856.0 $293K 0.09% -62.0 -1.6% $76.05 +7.5%
Page 6 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%