WOODSTOCK CORP Diversified Active

CIK: 0001008877 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 11, 2022

Total Value ($000): $720,484 (100.0% shares, 0.0% debt)

Holdings (166)

MSFT Microsoft Corp 6.2%
Value ($000) $44,849 Shares 174,624 Est. Cost $30.40 Unrealized +766.6%
ORLY O'Reilly Automotive Inc 4.1%
Value ($000) $29,214 Shares 46,243 Est. Cost $7.42 Unrealized +480.1%
AAPL Apple Inc 3.7%
Value ($000) $26,659 Shares 194,987 Est. Cost $83.98 Unrealized +77.0%
ISRG Intuitive Surgical Inc 2.8%
Value ($000) $20,043 Shares 99,861 Est. Cost $261.83 Unrealized -10.4%
GOOG Alphabet Inc Class C 2.6%
Value ($000) $18,725 Shares 8,560 Est. Cost $38.67 Unrealized +203.2%
FTNT Fortinet Inc 2.4%
Value ($000) $17,337 Shares 306,420 Est. Cost $48.80 Unrealized +21.7%
HD Home Depot Inc 2.3%
Value ($000) $16,567 Shares 60,403 Est. Cost $59.81 Unrealized +349.8%
NVDA NVIDIA Corp 2.3%
Value ($000) $16,425 Shares 108,349 Est. Cost $16.59 Unrealized +13.6%
JNJ Johnson & Johnson 2.3%
Value ($000) $16,263 Shares 91,620 Est. Cost $63.62 Unrealized +151.4%
ABBV Abbvie Inc 2.2%
Value ($000) $16,105 Shares 105,151 Est. Cost $38.46 Unrealized +248.7%
PEP Pepsico Inc 2.2%
Value ($000) $15,958 Shares 95,752 Est. Cost $58.31 Unrealized +156.9%
RTX Raytheon Technologies Corp 1.9%
Value ($000) $13,717 Shares 142,725 Est. Cost $54.75 Unrealized +61.7%
ADP Automatic Data Processing Inc 1.9%
Value ($000) $13,528 Shares 64,406 Est. Cost $50.87 Unrealized +298.1%
IWR iShares Russell Mid-Cap ETF 1.8%
Value ($000) $13,197 Shares 204,106 Est. Cost $68.78 Unrealized
ABT Abbott Laboratories 1.8%
Value ($000) $12,739 Shares 117,248 Est. Cost $33.94 Unrealized +212.6%
QCOM Qualcomm Inc 1.7%
Value ($000) $12,530 Shares 98,091 Est. Cost $52.26 Unrealized +139.0%
GOOGL Alphabet Inc Class A 1.7%
Value ($000) $12,267 Shares 5,629 Est. Cost $40.29 Unrealized +190.0%
PG Procter & Gamble Co 1.6%
Value ($000) $11,850 Shares 82,412 Est. Cost $56.74 Unrealized +142.0%
MRK Merck & Co Inc 1.6%
Value ($000) $11,563 Shares 126,832 Est. Cost $36.68 Unrealized +116.0%
MDT Medtronic PLC 1.6%
Value ($000) $11,406 Shares 127,091 Est. Cost $58.93 Unrealized +53.4%
BMY Bristol-Myers Squibb Co 1.6%
Value ($000) $11,227 Shares 145,811 Est. Cost $43.92 Unrealized +47.9%
COST Costco Wholesale Corp 1.5%
Value ($000) $11,089 Shares 23,136 Est. Cost $112.13 Unrealized +332.5%
IDXX Idexx Laboratories Inc 1.5%
Value ($000) $10,655 Shares 30,380 Est. Cost $56.88 Unrealized +616.9%
CVS CVS Health Corp 1.5%
Value ($000) $10,489 Shares 113,201 Est. Cost $45.34 Unrealized +89.5%
NEE Nextera Energy Inc 1.4%
Value ($000) $10,160 Shares 131,166 Est. Cost $53.68 Unrealized +28.2%
XOM Exxon Mobil Corp 1.3%
Value ($000) $9,609 Shares 112,208 Est. Cost $52.48 Unrealized +51.6%
ORCL Oracle Corp 1.3%
Value ($000) $9,383 Shares 134,293 Est. Cost $27.96 Unrealized +149.8%
ITW Illinois Tool Works Inc 1.2%
Value ($000) $8,486 Shares 46,560 Est. Cost $64.05 Unrealized +185.7%
DIS Disney Walt Co 1.2%
Value ($000) $8,353 Shares 88,484 Est. Cost $71.54 Unrealized +51.6%
CSCO Cisco Systems Inc 1.1%
Value ($000) $8,119 Shares 190,412 Est. Cost $16.41 Unrealized +160.9%
TMO Thermo Fisher Scientific Inc 1.1%
Value ($000) $8,063 Shares 14,841 Est. Cost $160.69 Unrealized +239.0%
APD Air Prods & Chems Inc 1.1%
Value ($000) $7,607 Shares 31,631 Est. Cost $78.80 Unrealized +180.3%
JPM JPMorgan Chase & Co 1.0%
Value ($000) $7,412 Shares 65,819 Est. Cost $58.93 Unrealized +91.8%
CMCSA Comcast Corp CL A 1.0%
Value ($000) $7,216 Shares 183,895 Est. Cost $27.26 Unrealized +40.7%
PFE Pfizer Inc 1.0%
Value ($000) $6,960 Shares 132,744 Est. Cost $16.93 Unrealized +148.1%
ECL Ecolab Inc 1.0%
Value ($000) $6,950 Shares 45,200 Est. Cost $77.90 Unrealized +104.1%
MMM 3M Co 1.0%
Value ($000) $6,933 Shares 53,571 Est. Cost $76.86 Unrealized +36.9%
SYY Sysco Corp 0.9%
Value ($000) $6,740 Shares 79,562 Est. Cost $26.74 Unrealized +183.2%
STT State Street Corp 0.9%
Value ($000) $6,596 Shares 106,989 Est. Cost $49.24 Unrealized +26.5%
EMR Emerson Electric Co 0.9%
Value ($000) $6,591 Shares 82,865 Est. Cost $40.81 Unrealized +100.7%
APA Apa Corporation 0.9%
Value ($000) $6,328 Shares 181,324 Est. Cost $16.01 Unrealized +135.5%
V Visa Inc CL A 0.8%
Value ($000) $6,112 Shares 31,045 Est. Cost $140.28 Unrealized +43.3%
TSCO Tractor Supply Co 0.8%
Value ($000) $6,020 Shares 31,057 Est. Cost $18.75 Unrealized +103.3%
VWO Vanguard FTSE Emerging Mkt ETF 0.8%
Value ($000) $5,968 Shares 143,280 Est. Cost $42.21 Unrealized
FISV Fiserv Inc 0.8%
Value ($000) $5,902 Shares 66,339 Est. Cost $73.65 Unrealized +31.7%
VZ Verizon Communications Inc 0.8%
Value ($000) $5,813 Shares 114,542 Est. Cost $27.29 Unrealized +47.0%
UPS United Parcel Service Inc CL B 0.8%
Value ($000) $5,806 Shares 31,804 Est. Cost $66.45 Unrealized +130.8%
LGND Ligand Pharmaceuticals Inc 0.8%
Value ($000) $5,701 Shares 63,900 Est. Cost $41.71 Unrealized +36.1%
SHEL Shell PLC Spon ADS 0.8%
Value ($000) $5,671 Shares 108,455 Est. Cost $54.93 Unrealized
ROP Roper Technologies Inc 0.8%
Value ($000) $5,456 Shares 13,826 Est. Cost $158.85 Unrealized +167.5%
BAC Bank America Corp 0.8%
Value ($000) $5,405 Shares 173,640 Est. Cost $16.75 Unrealized +95.4%
CB Chubb Limited 0.7%
Value ($000) $5,336 Shares 27,142 Est. Cost $103.54 Unrealized +89.6%
WMT Wal-Mart Stores Inc 0.7%
Value ($000) $5,113 Shares 42,052 Est. Cost $23.44 Unrealized +87.9%
MCD McDonalds Corp 0.7%
Value ($000) $4,996 Shares 20,236 Est. Cost $80.13 Unrealized +182.5%
IWM iShares Russell 2000 ETF 0.6%
Value ($000) $4,554 Shares 26,889 Est. Cost $197.03 Unrealized
BRK/B Berkshire Hathaway Inc CL B 0.6%
Value ($000) $4,478 Shares 16,402 Est. Cost $177.34 Unrealized +76.9%
CVX Chevron Corp 0.6%
Value ($000) $4,193 Shares 28,958 Est. Cost $77.87 Unrealized +83.3%
IRM Iron Mountain Inc 0.6%
Value ($000) $4,181 Shares 85,861 Est. Cost $21.72 Unrealized +110.7%
Nv5 Global Inc 0.5%
Value ($000) $3,703 Shares 31,720 Est. Cost $43.11 Unrealized
KO Coca-Cola Co 0.5%
Value ($000) $3,542 Shares 56,304 Est. Cost $29.57 Unrealized +92.0%
EFA iShares TR MSCI Eafe Etf 0.5%
Value ($000) $3,431 Shares 54,897 Est. Cost $66.67 Unrealized
Southwestern Energy Co 0.5%
Value ($000) $3,394 Shares 543,005 Est. Cost $4.77 Unrealized
PNC PNC Financial Services Group I 0.5%
Value ($000) $3,381 Shares 21,433 Est. Cost $60.06 Unrealized +142.3%
AMGN Amgen Inc 0.4%
Value ($000) $3,223 Shares 13,249 Est. Cost $126.98 Unrealized +72.1%
SPY SPDR S&P 500 ETF Tr Tr Unit 0.4%
Value ($000) $3,154 Shares 8,360 Est. Cost $355.81 Unrealized
SYK Stryker Corp 0.4%
Value ($000) $3,103 Shares 15,599 Est. Cost $94.46 Unrealized +139.1%
ADI Analog Devices Inc 0.4%
Value ($000) $2,905 Shares 19,885 Est. Cost $88.33 Unrealized +67.1%
FDX Fedex Corp 0.4%
Value ($000) $2,889 Shares 12,745 Est. Cost $185.10 Unrealized +6.3%
LNC Lincoln Natl Corp Ind 0.4%
Value ($000) $2,747 Shares 58,742 Est. Cost $36.29 Unrealized +26.8%
ENB Enbridge Inc 0.4%
Value ($000) $2,655 Shares 62,818 Est. Cost $24.74 Unrealized +42.5%
CL Colgate Palmolive Co 0.3%
Value ($000) $2,331 Shares 29,081 Est. Cost $50.49 Unrealized +42.3%
KMB Kimberly Clark Corp 0.3%
Value ($000) $2,203 Shares 16,299 Est. Cost $66.25 Unrealized +73.2%
AMAT Applied Materials Inc 0.3%
Value ($000) $2,036 Shares 22,375 Est. Cost $120.84 Unrealized -12.2%
LLY Lilly Eli & Co 0.3%
Value ($000) $1,811 Shares 5,585 Est. Cost $115.76 Unrealized +151.3%
HanesBrands Inc 0.2%
Value ($000) $1,792 Shares 174,141 Est. Cost $33.67 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $1,707 Shares 7,715 Est. Cost $116.11 Unrealized +83.8%
BK Bank New York Mellon Corp 0.2%
Value ($000) $1,707 Shares 40,937 Est. Cost $24.98 Unrealized +60.3%
LOW Lowes Cos Inc 0.2%
Value ($000) $1,698 Shares 9,722 Est. Cost $89.93 Unrealized +99.7%
HDV iShares Core High Dv ETF 0.2%
Value ($000) $1,625 Shares 16,180 Est. Cost $84.36 Unrealized
D Dominion Energy Inc 0.2%
Value ($000) $1,616 Shares 20,246 Est. Cost $40.36 Unrealized +71.8%
INTC Intel Corp 0.2%
Value ($000) $1,461 Shares 39,067 Est. Cost $27.22 Unrealized +49.2%
REGN Regeneron Pharmaceuticals 0.2%
Value ($000) $1,454 Shares 2,460 Est. Cost $562.59 Unrealized +14.9%
CARR Carrier Global Corporation 0.2%
Value ($000) $1,400 Shares 39,268 Est. Cost $17.13 Unrealized +117.7%
MDY SPDR S&P Midcap 400 ETF TR 0.2%
Value ($000) $1,368 Shares 3,309 Est. Cost $281.28 Unrealized
OTIS Otis Worldwide Corp 0.2%
Value ($000) $1,275 Shares 18,041 Est. Cost $47.48 Unrealized +46.3%
AXP American Express Co 0.2%
Value ($000) $1,250 Shares 9,018 Est. Cost $63.96 Unrealized +146.3%
GE General Electric Co New 0.2%
Value ($000) $1,246 Shares 19,571 Est. Cost $62.95 Unrealized -24.4%
GNRC Generac Holdings Inc 0.2%
Value ($000) $1,225 Shares 5,818 Est. Cost $245.89 Unrealized 0.0%
SPGI S&P Global Inc 0.2%
Value ($000) $1,153 Shares 3,422 Est. Cost $151.29 Unrealized +128.5%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $1,149 Shares 4,077 Est. Cost $96.25 Unrealized +178.1%
SHW Sherwin Williams Co 0.2%
Value ($000) $1,149 Shares 5,133 Est. Cost $261.56 Unrealized -5.1%
FLS Flowserve Corp 0.2%
Value ($000) $1,113 Shares 38,879 Est. Cost $37.88 Unrealized -22.0%
SO Southern Co 0.1%
Value ($000) $1,011 Shares 14,178 Est. Cost $26.97 Unrealized +138.4%
NBIX Neurocrine Biosciences Inc 0.1%
Value ($000) $992 Shares 10,179 Est. Cost $42.40 Unrealized +117.7%
AMZN Amazon.com Inc 0.1%
Value ($000) $976 Shares 9,185 Est. Cost $125.04 Unrealized +0.1%
PDC Energy Inc 0.1%
Value ($000) $972 Shares 15,773 Est. Cost $51.50 Unrealized
AKAM Akamai Technologies Inc 0.1%
Value ($000) $940 Shares 10,295 Est. Cost $50.29 Unrealized +107.2%
TSLA Tesla Motors Inc 0.1%
Value ($000) $907 Shares 1,347 Est. Cost $95.94 Unrealized +184.5%
SLB Schlumberger Ltd 0.1%
Value ($000) $882 Shares 24,656 Est. Cost $47.97 Unrealized -20.2%
NSP Insperity Inc 0.1%
Value ($000) $826 Shares 8,274 Est. Cost $77.71 Unrealized +15.0%
Biohaven Pharmaceutical Holdin 0.1%
Value ($000) $798 Shares 5,474 Est. Cost $97.10 Unrealized
VEA Vanguard FTSE Developed Mkt ET 0.1%
Value ($000) $752 Shares 18,424 Est. Cost $36.81 Unrealized
VRNS Varonis Systems Inc 0.1%
Value ($000) $751 Shares 25,612 Est. Cost $46.93 Unrealized -20.8%
IJR iShares S&P Small Cap 600 ETF 0.1%
Value ($000) $700 Shares 7,576 Est. Cost $99.78 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $680 Shares 2,662 Est. Cost $118.07 Unrealized +88.2%
DHR Danaher Corp 0.1%
Value ($000) $665 Shares 2,625 Est. Cost $77.58 Unrealized +191.6%
EA Electronic Arts Inc 0.1%
Value ($000) $649 Shares 5,331 Est. Cost $127.37 Unrealized -1.9%
T AT&T Inc 0.1%
Value ($000) $630 Shares 30,077 Est. Cost $11.58 Unrealized +40.8%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $627 Shares 16,556 Est. Cost $64.61 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $617 Shares 2,892 Est. Cost $136.47 Unrealized +53.0%
CAT Caterpillar Inc 0.1%
Value ($000) $594 Shares 3,325 Est. Cost $53.06 Unrealized +271.8%
SILC Silicom Ltd 0.1%
Value ($000) $576 Shares 17,123 Est. Cost $38.60 Unrealized -7.7%
MKC McCormick & Co Inc 0.1%
Value ($000) $541 Shares 6,500 Est. Cost $63.93 Unrealized +36.2%
HSY Hershey Co 0.1%
Value ($000) $541 Shares 2,515 Est. Cost $70.64 Unrealized +181.2%
PAYX Paychex Inc 0.1%
Value ($000) $533 Shares 4,680 Est. Cost $46.97 Unrealized +140.3%
MRVL Marvell Technology Group Ltd 0.1%
Value ($000) $528 Shares 12,129 Est. Cost $47.96 Unrealized +16.4%
HON Honeywell Intl Inc 0.1%
Value ($000) $518 Shares 2,978 Est. Cost $105.01 Unrealized +58.4%
BP BP PLC SP ADR 0.1%
Value ($000) $475 Shares 16,771 Est. Cost $42.64 Unrealized
NVS Novartis AG SP ADR 0.1%
Value ($000) $460 Shares 5,446 Est. Cost $72.47 Unrealized
SLF Sun Life Financial Inc Com 0.1%
Value ($000) $458 Shares 10,002 Est. Cost $55.28 Unrealized -9.9%
AZO Autozone Inc 0.1%
Value ($000) $458 Shares 213 Est. Cost $1160.52 Unrealized +77.2%
Alteryx Inc Cl A 0.1%
Value ($000) $457 Shares 9,442 Est. Cost $38.18 Unrealized
BABA Alibaba Group Holding Ltd SP A 0.1%
Value ($000) $433 Shares 3,811 Est. Cost $86.34 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $428 Shares 834 Est. Cost $308.43 Unrealized +52.7%
ALDX Aldeyra Therapeutics Inc 0.1%
Value ($000) $418 Shares 104,734 Est. Cost $3.81 Unrealized -9.7%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $409 Shares 4,978 Est. Cost $34.64 Unrealized +149.0%
Reata Pharmaceuticals Inc Cl A 0.1%
Value ($000) $409 Shares 13,473 Est. Cost $72.68 Unrealized
IBM Intl Business Machines 0.1%
Value ($000) $402 Shares 2,847 Est. Cost $105.00 Unrealized +11.9%
INTU Intuit 0.1%
Value ($000) $387 Shares 1,003 Est. Cost $340.70 Unrealized +18.7%
ADBE Adobe Inc 0.1%
Value ($000) $375 Shares 1,025 Est. Cost $489.86 Unrealized -16.9%
SHOP Shopify Inc Cl A 0.1%
Value ($000) $368 Shares 11,790 Est. Cost $43.80 Unrealized -2.5%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $340 Shares 2,995 Est. Cost $68.10 Unrealized +57.4%
HAIN Hain Celestial Group Inc 0.0%
Value ($000) $335 Shares 14,125 Est. Cost $41.75 Unrealized -31.8%
Cara Therapeutics Inc 0.0%
Value ($000) $324 Shares 35,522 Est. Cost $16.83 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $323 Shares 669 Est. Cost $286.17 Unrealized +64.1%
BA Boeing Co 0.0%
Value ($000) $318 Shares 2,326 Est. Cost $111.87 Unrealized +31.9%
XLK Select Sector SPDR Tr Technolo 0.0%
Value ($000) $318 Shares 2,500 Est. Cost $80.40 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $315 Shares 1,505 Est. Cost $127.75 Unrealized +61.3%
FCX Freeport-Mcmoran Inc CL B 0.0%
Value ($000) $299 Shares 10,204 Est. Cost $24.57 Unrealized +54.3%
MA Mastercard Inc 0.0%
Value ($000) $297 Shares 941 Est. Cost $324.54 Unrealized +3.9%
PTEN Patterson Uti Energy Inc 0.0%
Value ($000) $291 Shares 18,466 Est. Cost $21.83 Unrealized -23.1%
WFC Wells Fargo & Co 0.0%
Value ($000) $289 Shares 7,384 Est. Cost $37.17 Unrealized +7.5%
UBER Uber Technologies Inc 0.0%
Value ($000) $286 Shares 13,964 Est. Cost $44.81 Unrealized -40.8%
GFAFX Growth Fund America Inc CL F-1 0.0%
Value ($000) $279 Shares 5,425 Est. Cost $51.09 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $263 Shares 3,176 Est. Cost $67.70 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $261 Shares 1,701 Est. Cost $134.77 Unrealized +12.0%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $257 Shares 3,802 Est. Cost $49.31 Unrealized +46.1%
ES Eversource Energy 0.0%
Value ($000) $252 Shares 2,986 Est. Cost $53.98 Unrealized +41.4%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $252 Shares 4,287 Est. Cost $41.76 Unrealized +39.2%
WM Waste Management Inc 0.0%
Value ($000) $251 Shares 1,638 Est. Cost $107.46 Unrealized +37.7%
FRCB First Republic Bank San Franci 0.0%
Value ($000) $231 Shares 1,605 Est. Cost $109.27 Unrealized +36.3%
Linde PLC 0.0%
Value ($000) $228 Shares 793 Est. Cost $165.82 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $223 Shares 6,444 Est. Cost $34.59 Unrealized +5.9%
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $217 Shares 1,150 Est. Cost $83.55 Unrealized
PIMCO Dynamic Income Fund 0.0%
Value ($000) $214 Shares 10,230 Est. Cost $25.90 Unrealized
NKE Nike Inc CL B 0.0%
Value ($000) $211 Shares 2,063 Est. Cost $123.28 Unrealized -9.7%
DLQIX BNY Mellon Large Cap Equity I 0.0%
Value ($000) $202 Shares 9,610 Est. Cost $26.41 Unrealized
BCYC Bicycle Therapeutics PLC Sp AD 0.0%
Value ($000) $173 Shares 10,320 Est. Cost $41.57 Unrealized
MOMO Hello Group Inc ADS 0.0%
Value ($000) $149 Shares 29,424 Est. Cost $10.57 Unrealized
MOTIX BNY Mellon Muni Opport Inv Sh 0.0%
Value ($000) $144 Shares 11,743 Est. Cost $13.82 Unrealized
KOS Kosmos Energy Ltd 0.0%
Value ($000) $96 Shares 15,550 Est. Cost $5.90 Unrealized +22.3%
Superior Drilling Prods Inc 0.0%
Value ($000) $77 Shares 77,704 Est. Cost $6.51 Unrealized
EPM Evolution Petroleum Corp 0.0%
Value ($000) $76 Shares 13,988 Est. Cost $5.20 Unrealized -4.1%
Akita Drilling Ltd Cl A Non-Vt 0.0%
Value ($000) $33 Shares 23,201 Est. Cost $0.46 Unrealized
NDGPF Nine Dragons Papers Holdings L 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.61 Unrealized +37.8%
Jason Industries Inc 0.0%
Value ($000) $0 Shares 10,668 Est. Cost $1.58 Unrealized