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Portfolio (Quarterly) Guide ↗

WOODSTOCK CORP

· CIK 0001008877
13F Portfolio $1.1B AUM 156 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 29 Added 59 Reduced 5 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG Procter & Gamble Co Consumer Defensive 72,627.0 $10.5M 0.93% -2K -2.9% $144.44 +2.1%
22 APD Air Prods & Chems Inc Basic Materials 34,418.0 $10.0M 0.89% -2K -4.8% $290.49 -1.6%
23 MMM 3M Co Industrials 45,191.0 $6.6M 0.58% -255.0 -0.6% $145.23 +6.8%
24 QCOM Qualcomm Inc Technology 42,562.0 $5.5M 0.49% -2K -4.6% $128.78 +81.2%
25 Expand Energy Corporation Com 46,006.0 $5.1M 0.45% -430.0 -0.9% $109.78
26 FLS Flowserve Corp Industrials 68,194.0 $5.0M 0.45% -960.0 -1.4% $73.51 -0.7%
27 GNRC Generac Holdings Inc Industrials 25,570.0 $5.0M 0.45% -299.0 -1.2% $195.33 +43.6%
28 AMGN Amgen Inc Healthcare 12,625.0 $4.4M 0.40% -100.0 -0.8% $351.85 -4.5%
29 SYK Stryker Corp Healthcare 13,407.0 $4.4M 0.39% -733.0 -5.2% $328.59 -6.9%
30 LGND Ligand Pharmaceuticals Inc Healthcare 19,120.0 $3.8M 0.34% -885.0 -4.4% $199.65 +18.2%
31 KO Coca-Cola Co Consumer Defensive 47,060.0 $3.6M 0.32% -2K -4.1% $76.05 +7.3%
32 UPS United Parcel Service Inc CL B Industrials 33,464.0 $3.3M 0.29% -2K -5.0% $98.38 +6.2%
33 GE General Electric Co New Industrials 9,865.0 $2.8M 0.25% -4K -30.8% $283.77 +11.8%
34 GEV GE Vernova Inc Utilities 3,167.0 $2.8M 0.25% -142.0 -4.3% $872.90 +18.2%
35 PFE Pfizer Inc Healthcare 92,722.0 $2.6M 0.23% -6K -6.1% $28.08 -6.7%
36 ENB Enbridge Inc Energy 43,956.0 $2.4M 0.21% -3K -6.7% $54.14 +3.7%
37 LNC Lincoln Natl Corp Ind Financial Services 65,728.0 $2.3M 0.21% -765.0 -1.1% $35.50 -0.8%
38 BMY Bristol-Myers Squibb Co Healthcare 37,696.0 $2.3M 0.20% -1K -2.6% $60.65 -5.2%
39 GD General Dynamics Corp Industrials 6,071.0 $2.1M 0.18% -48.0 -0.8% $343.22 -0.2%
40 IWM iShares Russell 2000 ETF 8,120.0 $2.0M 0.18% -3K -28.1% $248.00 +17.1%
Page 2 of 3  ·  59 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 25.5%
Healthcare 18.3%
Industrials 10.6%
Consumer Cyclical 9.3%
Communication Services 9.0%
Financial Services 7.8%
Consumer Defensive 7.6%
Energy 6.4%
Basic Materials 2.6%
Utilities 2.2%