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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 3 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN Amazon.com Inc Consumer Cyclical 49,146.0 $10.2M 0.91% +12K +32.5% $208.27 +31.6%
42 APD Air Prods & Chems Inc Basic Materials 34,418.0 $10.0M 0.89% -2K -4.8% $290.49 -2.4%
43 CB Chubb Limited Financial Services 26,610.0 $8.7M 0.77% $325.93 -3.0%
44 ZS Zscaler Inc Technology 60,923.0 $8.5M 0.76% +10K +20.2% $140.29 -7.3%
45 ADI Analog Devices Inc Technology 24,683.0 $7.9M 0.70% $318.14 +31.7%
46 BAC Bank America Corp Financial Services 158,646.0 $7.7M 0.69% $48.75 +4.1%
47 DIS Disney Walt Co Communication Services 79,526.0 $7.7M 0.68% +2K +2.0% $96.38 +7.7%
48 TMO Thermo Fisher Scientific Inc Healthcare 14,525.0 $7.1M 0.64% +272.0 +1.9% $491.53 -0.9%
49 IRM Iron Mountain Inc Real Estate 65,497.0 $6.7M 0.59% +2K +2.8% $102.14 +24.2%
50 TSCO Tractor Supply Co Consumer Cyclical 145,185.0 $6.6M 0.58% $45.30 -30.8%
51 MMM 3M Co Industrials 45,191.0 $6.6M 0.58% -255.0 -0.6% $145.23 +5.2%
52 VWO Vanguard FTSE Emerging Mkt ETF 120,417.0 $6.5M 0.58% $54.05 +10.8%
53 SO Southern Co Utilities 66,195.0 $6.4M 0.57% +1K +1.7% $96.52 -4.1%
54 SPY State Street Spdr S&P 500 Etf Financial Services 9,081.0 $5.9M 0.53% +195.0 +2.2% $650.36 +16.0%
55 SYY Sysco Corp Consumer Defensive 79,510.0 $5.7M 0.51% $71.33 +6.4%
56 QCOM Qualcomm Inc Technology 42,562.0 $5.5M 0.49% -2K -4.6% $128.78 +88.9%
57 Expand Energy Corporation Com 46,006.0 $5.1M 0.45% -430.0 -0.9% $109.78
58 FISV Fiserv Inc Technology 90,361.0 $5.0M 0.45% +15K +19.2% $55.80 +0.1%
59 FLS Flowserve Corp Industrials 68,194.0 $5.0M 0.45% -960.0 -1.4% $73.51 +2.3%
60 HSY Hershey Co Consumer Defensive 24,093.0 $5.0M 0.45% +5K +28.1% $207.89 -5.2%
Page 3 of 8  ·  156 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%