WOODSTOCK CORP Diversified Active

CIK: 0001008877 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 10, 2023

Total Value ($000): $752,410 (100.0% shares, 0.0% debt)

Holdings (169)

MSFT Microsoft Corp 5.5%
Value ($000) $41,747 Shares 174,077 Est. Cost $30.40 Unrealized +670.0%
ORLY O'Reilly Automotive Inc 5.0%
Value ($000) $37,445 Shares 44,365 Est. Cost $7.42 Unrealized +625.0%
ISRG Intuitive Surgical Inc 3.5%
Value ($000) $26,269 Shares 98,996 Est. Cost $261.83 Unrealized -6.9%
AAPL Apple Inc 3.3%
Value ($000) $24,610 Shares 189,412 Est. Cost $83.98 Unrealized +67.5%
HD Home Depot Inc 2.5%
Value ($000) $18,659 Shares 59,073 Est. Cost $59.81 Unrealized +370.1%
PEP Pepsico Inc 2.3%
Value ($000) $17,192 Shares 95,160 Est. Cost $58.31 Unrealized +175.9%
JNJ Johnson & Johnson 2.2%
Value ($000) $16,287 Shares 92,201 Est. Cost $63.62 Unrealized +146.9%
ABBV Abbvie Inc 2.1%
Value ($000) $15,747 Shares 97,439 Est. Cost $40.25 Unrealized +240.9%
NVDA NVIDIA Corp 2.1%
Value ($000) $15,568 Shares 106,528 Est. Cost $16.59 Unrealized -11.7%
GOOG Alphabet Inc Class C 2.0%
Value ($000) $15,335 Shares 172,825 Est. Cost $107.09 Unrealized -11.5%
ADP Automatic Data Processing Inc 2.0%
Value ($000) $15,050 Shares 63,006 Est. Cost $50.87 Unrealized +350.1%
FTNT Fortinet Inc 2.0%
Value ($000) $14,855 Shares 303,850 Est. Cost $48.80 Unrealized +6.8%
MRK Merck & Co Inc 1.9%
Value ($000) $14,335 Shares 129,205 Est. Cost $37.42 Unrealized +148.0%
RTX Raytheon Technologies Corp 1.9%
Value ($000) $14,226 Shares 140,962 Est. Cost $54.75 Unrealized +60.1%
ABT Abbott Laboratories 1.8%
Value ($000) $13,616 Shares 124,015 Est. Cost $37.48 Unrealized +160.4%
IWR iShares Russell Mid-Cap ETF 1.8%
Value ($000) $13,585 Shares 201,410 Est. Cost $68.78 Unrealized
PG Procter & Gamble Co 1.7%
Value ($000) $12,423 Shares 81,966 Est. Cost $56.74 Unrealized +128.7%
XOM Exxon Mobil Corp 1.6%
Value ($000) $12,338 Shares 111,861 Est. Cost $52.48 Unrealized +83.5%
IDXX Idexx Laboratories Inc 1.5%
Value ($000) $11,476 Shares 28,129 Est. Cost $56.88 Unrealized +582.4%
NEE Nextera Energy Inc 1.4%
Value ($000) $10,859 Shares 129,888 Est. Cost $53.68 Unrealized +37.5%
ORCL Oracle Corp 1.4%
Value ($000) $10,724 Shares 131,200 Est. Cost $27.96 Unrealized +161.8%
BMY Bristol-Myers Squibb Co 1.4%
Value ($000) $10,717 Shares 148,948 Est. Cost $44.52 Unrealized +46.5%
CVS CVS Health Corp 1.4%
Value ($000) $10,533 Shares 113,026 Est. Cost $45.34 Unrealized +89.5%
COST Costco Wholesale Corp 1.4%
Value ($000) $10,355 Shares 22,683 Est. Cost $112.13 Unrealized +318.1%
QCOM Qualcomm Inc 1.4%
Value ($000) $10,207 Shares 92,843 Est. Cost $52.26 Unrealized +108.3%
GOOGL Alphabet Inc Class A 1.3%
Value ($000) $10,017 Shares 113,537 Est. Cost $106.38 Unrealized -11.3%
MDT Medtronic PLC 1.3%
Value ($000) $9,982 Shares 128,431 Est. Cost $58.93 Unrealized +24.7%
ITW Illinois Tool Works Inc 1.3%
Value ($000) $9,937 Shares 45,106 Est. Cost $64.05 Unrealized +208.4%
APD Air Prods & Chems Inc 1.3%
Value ($000) $9,507 Shares 30,842 Est. Cost $78.80 Unrealized +229.3%
JPM JPMorgan Chase & Co 1.3%
Value ($000) $9,445 Shares 70,433 Est. Cost $62.54 Unrealized +88.1%
CSCO Cisco Systems Inc 1.2%
Value ($000) $9,145 Shares 191,964 Est. Cost $16.76 Unrealized +147.4%
APA Apa Corporation 1.1%
Value ($000) $8,511 Shares 182,324 Est. Cost $16.23 Unrealized +146.8%
TMO Thermo Fisher Scientific Inc 1.1%
Value ($000) $8,431 Shares 15,310 Est. Cost $170.82 Unrealized +207.3%
EMR Emerson Electric Co 1.1%
Value ($000) $8,357 Shares 87,000 Est. Cost $42.51 Unrealized +98.9%
AMGN Amgen Inc 1.0%
Value ($000) $7,805 Shares 29,716 Est. Cost $189.94 Unrealized +27.8%
ECL Ecolab Inc 1.0%
Value ($000) $7,563 Shares 51,955 Est. Cost $86.47 Unrealized +64.0%
DIS Disney Walt Co 1.0%
Value ($000) $7,502 Shares 86,351 Est. Cost $72.08 Unrealized +29.6%
STT State Street Corp 1.0%
Value ($000) $7,381 Shares 95,151 Est. Cost $49.24 Unrealized +34.2%
TSCO Tractor Supply Co 0.9%
Value ($000) $6,937 Shares 30,837 Est. Cost $18.75 Unrealized +114.5%
PFE Pfizer Inc 0.9%
Value ($000) $6,873 Shares 134,130 Est. Cost $17.37 Unrealized +131.3%
FISV Fiserv Inc 0.9%
Value ($000) $6,824 Shares 67,514 Est. Cost $73.94 Unrealized +34.7%
SHEL Shell PLC Spon ADS 0.9%
Value ($000) $6,726 Shares 118,111 Est. Cost $54.90 Unrealized
CVX Chevron Corp 0.9%
Value ($000) $6,610 Shares 36,829 Est. Cost $91.23 Unrealized +68.0%
V Visa Inc CL A 0.9%
Value ($000) $6,542 Shares 31,488 Est. Cost $141.29 Unrealized +39.4%
MMM 3M Co 0.9%
Value ($000) $6,497 Shares 54,180 Est. Cost $77.09 Unrealized +17.6%
SYY Sysco Corp 0.8%
Value ($000) $6,187 Shares 80,925 Est. Cost $27.95 Unrealized +164.5%
CMCSA Comcast Corp CL A 0.8%
Value ($000) $6,128 Shares 175,246 Est. Cost $27.26 Unrealized +10.3%
CB Chubb Limited 0.8%
Value ($000) $6,051 Shares 27,432 Est. Cost $104.56 Unrealized +91.2%
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $5,993 Shares 42,267 Est. Cost $23.65 Unrealized +93.1%
BAC Bank America Corp 0.8%
Value ($000) $5,882 Shares 177,597 Est. Cost $17.22 Unrealized +84.1%
VWO Vanguard FTSE Emerging Mkt ETF 0.7%
Value ($000) $5,538 Shares 142,076 Est. Cost $42.12 Unrealized
UPS United Parcel Service Inc CL B 0.7%
Value ($000) $5,492 Shares 31,591 Est. Cost $66.45 Unrealized +122.8%
BRK/B Berkshire Hathaway Inc CL B 0.7%
Value ($000) $5,406 Shares 17,500 Est. Cost $188.57 Unrealized +57.5%
ROP Roper Technologies Inc 0.7%
Value ($000) $5,402 Shares 12,503 Est. Cost $158.85 Unrealized +154.3%
MCD McDonalds Corp 0.7%
Value ($000) $5,253 Shares 19,932 Est. Cost $80.13 Unrealized +206.0%
VZ Verizon Communications Inc 0.6%
Value ($000) $4,413 Shares 111,995 Est. Cost $27.36 Unrealized +12.4%
IWM iShares Russell 2000 ETF 0.6%
Value ($000) $4,299 Shares 24,654 Est. Cost $197.03 Unrealized
Nv5 Global Inc 0.5%
Value ($000) $4,016 Shares 30,352 Est. Cost $43.11 Unrealized
SYK Stryker Corp 0.5%
Value ($000) $3,850 Shares 15,747 Est. Cost $97.73 Unrealized +124.9%
IRM Iron Mountain Inc 0.5%
Value ($000) $3,846 Shares 77,159 Est. Cost $21.72 Unrealized +107.1%
LGND Ligand Pharmaceuticals Inc 0.5%
Value ($000) $3,675 Shares 55,014 Est. Cost $41.71 Unrealized +55.9%
KO Coca-Cola Co 0.5%
Value ($000) $3,529 Shares 55,479 Est. Cost $29.57 Unrealized +85.7%
PNC PNC Financial Services Group I 0.5%
Value ($000) $3,397 Shares 21,509 Est. Cost $60.06 Unrealized +131.8%
EFA iShares TR MSCI Eafe Etf 0.4%
Value ($000) $3,346 Shares 50,972 Est. Cost $66.67 Unrealized
Southwestern Energy Co 0.4%
Value ($000) $3,218 Shares 550,155 Est. Cost $4.79 Unrealized
ADI Analog Devices Inc 0.4%
Value ($000) $3,184 Shares 19,410 Est. Cost $89.20 Unrealized +65.6%
LLY Lilly Eli & Co 0.4%
Value ($000) $3,093 Shares 8,454 Est. Cost $181.20 Unrealized +90.8%
SPY SPDR S&P 500 ETF Tr Tr Unit 0.4%
Value ($000) $3,021 Shares 7,899 Est. Cost $355.81 Unrealized
ENB Enbridge Inc 0.3%
Value ($000) $2,436 Shares 62,302 Est. Cost $24.74 Unrealized +28.7%
AMAT Applied Materials Inc 0.3%
Value ($000) $2,165 Shares 22,232 Est. Cost $115.35 Unrealized -19.1%
KMB Kimberly Clark Corp 0.3%
Value ($000) $2,063 Shares 15,194 Est. Cost $66.25 Unrealized +70.2%
FLS Flowserve Corp 0.3%
Value ($000) $2,032 Shares 66,239 Est. Cost $33.87 Unrealized -18.9%
CL Colgate Palmolive Co 0.3%
Value ($000) $1,978 Shares 25,106 Est. Cost $50.49 Unrealized +38.1%
LNC Lincoln Natl Corp Ind 0.3%
Value ($000) $1,973 Shares 64,233 Est. Cost $36.00 Unrealized -9.3%
FDX Fedex Corp 0.3%
Value ($000) $1,958 Shares 11,303 Est. Cost $185.73 Unrealized -16.5%
REGN Regeneron Pharmaceuticals 0.3%
Value ($000) $1,927 Shares 2,671 Est. Cost $568.26 Unrealized +29.1%
LOW Lowes Cos Inc 0.3%
Value ($000) $1,919 Shares 9,631 Est. Cost $89.93 Unrealized +109.2%
BK Bank New York Mellon Corp 0.2%
Value ($000) $1,853 Shares 40,708 Est. Cost $24.98 Unrealized +57.1%
GD General Dynamics Corp 0.2%
Value ($000) $1,815 Shares 7,315 Est. Cost $116.11 Unrealized +97.1%
HDV iShares Core High Dv ETF 0.2%
Value ($000) $1,687 Shares 16,180 Est. Cost $84.36 Unrealized
AMZN Amazon.com Inc 0.2%
Value ($000) $1,522 Shares 18,123 Est. Cost $114.63 Unrealized -13.8%
MDY SPDR S&P Midcap 400 ETF TR 0.2%
Value ($000) $1,510 Shares 3,411 Est. Cost $289.80 Unrealized
GE General Electric Co New 0.2%
Value ($000) $1,508 Shares 18,002 Est. Cost $62.95 Unrealized -23.1%
CARR Carrier Global Corporation 0.2%
Value ($000) $1,334 Shares 32,338 Est. Cost $17.13 Unrealized +126.9%
SLB Schlumberger Ltd 0.2%
Value ($000) $1,259 Shares 23,541 Est. Cost $47.97 Unrealized -3.9%
D Dominion Energy Inc 0.2%
Value ($000) $1,242 Shares 20,249 Est. Cost $40.64 Unrealized +32.0%
AXP American Express Co 0.2%
Value ($000) $1,229 Shares 8,316 Est. Cost $63.96 Unrealized +122.6%
NBIX Neurocrine Biosciences Inc 0.2%
Value ($000) $1,216 Shares 10,179 Est. Cost $42.40 Unrealized +176.2%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $1,206 Shares 4,177 Est. Cost $100.83 Unrealized +202.3%
OABI Omniab Inc 0.2%
Value ($000) $1,190 Shares 330,601 Est. Cost $5.33 Unrealized 0.0%
SPGI S&P Global Inc 0.2%
Value ($000) $1,139 Shares 3,402 Est. Cost $151.29 Unrealized +112.3%
OTIS Otis Worldwide Corp 0.2%
Value ($000) $1,133 Shares 14,465 Est. Cost $47.48 Unrealized +47.8%
SO Southern Co 0.1%
Value ($000) $1,090 Shares 15,258 Est. Cost $29.10 Unrealized +104.9%
HanesBrands Inc 0.1%
Value ($000) $1,056 Shares 166,041 Est. Cost $33.67 Unrealized
IJR iShares S&P Small Cap 600 ETF 0.1%
Value ($000) $1,039 Shares 10,977 Est. Cost $98.07 Unrealized
PDC Energy Inc 0.1%
Value ($000) $1,001 Shares 15,773 Est. Cost $51.50 Unrealized
ALDX Aldeyra Therapeutics Inc 0.1%
Value ($000) $955 Shares 137,179 Est. Cost $4.31 Unrealized +32.7%
NSP Insperity Inc 0.1%
Value ($000) $940 Shares 8,274 Est. Cost $77.71 Unrealized +32.8%
GNRC Generac Holdings Inc 0.1%
Value ($000) $913 Shares 9,069 Est. Cost $223.65 Unrealized -49.4%
SHW Sherwin Williams Co 0.1%
Value ($000) $908 Shares 3,827 Est. Cost $261.56 Unrealized -14.1%
CAT Caterpillar Inc 0.1%
Value ($000) $868 Shares 3,625 Est. Cost $64.41 Unrealized +220.7%
AKAM Akamai Technologies Inc 0.1%
Value ($000) $868 Shares 10,295 Est. Cost $50.29 Unrealized +73.1%
INTC Intel Corp 0.1%
Value ($000) $772 Shares 29,200 Est. Cost $27.22 Unrealized -2.1%
VEA Vanguard FTSE Developed Mkt ET 0.1%
Value ($000) $761 Shares 18,124 Est. Cost $36.81 Unrealized
SILC Silicom Ltd 0.1%
Value ($000) $722 Shares 17,123 Est. Cost $38.60 Unrealized +6.7%
HON Honeywell Intl Inc 0.1%
Value ($000) $716 Shares 3,339 Est. Cost $111.18 Unrealized +60.8%
DHR Danaher Corp 0.1%
Value ($000) $669 Shares 2,519 Est. Cost $77.58 Unrealized +194.0%
EA Electronic Arts Inc 0.1%
Value ($000) $651 Shares 5,331 Est. Cost $127.37 Unrealized -3.1%
VRNS Varonis Systems Inc 0.1%
Value ($000) $613 Shares 25,612 Est. Cost $46.93 Unrealized -51.3%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $576 Shares 4,953 Est. Cost $34.64 Unrealized +207.3%
UNP Union Pacific Corp 0.1%
Value ($000) $575 Shares 2,776 Est. Cost $136.47 Unrealized +39.4%
Reata Pharmaceuticals Inc Cl A 0.1%
Value ($000) $543 Shares 14,285 Est. Cost $68.75 Unrealized
HSY Hershey Co 0.1%
Value ($000) $536 Shares 2,315 Est. Cost $70.64 Unrealized +200.3%
PAYX Paychex Inc 0.1%
Value ($000) $530 Shares 4,584 Est. Cost $46.97 Unrealized +126.9%
AMT American Tower Corp 0.1%
Value ($000) $522 Shares 2,462 Est. Cost $118.07 Unrealized +58.1%
AZO Autozone Inc 0.1%
Value ($000) $508 Shares 206 Est. Cost $1160.52 Unrealized +108.3%
MKC McCormick & Co Inc 0.1%
Value ($000) $501 Shares 6,050 Est. Cost $63.93 Unrealized +17.1%
Cara Therapeutics Inc 0.1%
Value ($000) $498 Shares 46,323 Est. Cost $15.09 Unrealized
NVS Novartis AG SP ADR 0.1%
Value ($000) $494 Shares 5,446 Est. Cost $72.47 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $479 Shares 3,891 Est. Cost $215.81 Unrealized -12.3%
Alteryx Inc Cl A 0.1%
Value ($000) $478 Shares 9,442 Est. Cost $38.18 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $478 Shares 12,796 Est. Cost $64.61 Unrealized
SLF Sun Life Financial Inc Com 0.1%
Value ($000) $455 Shares 9,802 Est. Cost $55.28 Unrealized -20.0%
MRVL Marvell Technology Group Ltd 0.1%
Value ($000) $449 Shares 12,129 Est. Cost $47.96 Unrealized -16.0%
AWK American Water Works Co Inc 0.1%
Value ($000) $447 Shares 2,930 Est. Cost $134.83 Unrealized 0.0%
BCYC Bicycle Therapeutics PLC Sp AD 0.1%
Value ($000) $439 Shares 14,840 Est. Cost $35.99 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $432 Shares 815 Est. Cost $308.43 Unrealized +62.2%
SHOP Shopify Inc Cl A 0.1%
Value ($000) $409 Shares 11,790 Est. Cost $43.80 Unrealized -22.0%
BA Boeing Co 0.1%
Value ($000) $397 Shares 2,086 Est. Cost $111.87 Unrealized +46.2%
BP BP PLC SP ADR 0.1%
Value ($000) $391 Shares 11,190 Est. Cost $42.64 Unrealized
FCX Freeport-Mcmoran Inc CL B 0.1%
Value ($000) $388 Shares 10,204 Est. Cost $24.57 Unrealized +36.2%
INTU Intuit 0.1%
Value ($000) $386 Shares 993 Est. Cost $340.70 Unrealized +14.1%
BX Blackstone Inc 0.0%
Value ($000) $371 Shares 5,000 Est. Cost $78.64 Unrealized 0.0%
ELV Elevance Health Inc Com 0.0%
Value ($000) $339 Shares 661 Est. Cost $286.17 Unrealized +69.3%
UBER Uber Technologies Inc 0.0%
Value ($000) $336 Shares 13,604 Est. Cost $44.81 Unrealized -38.9%
BABA Alibaba Group Holding Ltd SP A 0.0%
Value ($000) $336 Shares 3,811 Est. Cost $86.34 Unrealized
ADBE Adobe Inc 0.0%
Value ($000) $332 Shares 986 Est. Cost $489.86 Unrealized -34.7%
T AT&T Inc 0.0%
Value ($000) $330 Shares 17,905 Est. Cost $11.81 Unrealized +27.9%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $327 Shares 2,995 Est. Cost $68.10 Unrealized +43.1%
NTLA Intellia Therapeutics Inc 0.0%
Value ($000) $314 Shares 9,002 Est. Cost $55.89 Unrealized -14.9%
RMD ResMed Inc 0.0%
Value ($000) $313 Shares 1,505 Est. Cost $127.75 Unrealized +67.1%
XLK Select Sector SPDR Tr Technolo 0.0%
Value ($000) $311 Shares 2,500 Est. Cost $80.40 Unrealized
PTEN Patterson Uti Energy Inc 0.0%
Value ($000) $311 Shares 18,466 Est. Cost $21.83 Unrealized -24.4%
MA Mastercard Inc 0.0%
Value ($000) $299 Shares 859 Est. Cost $324.54 Unrealized -0.4%
WFC Wells Fargo & Co 0.0%
Value ($000) $288 Shares 6,984 Est. Cost $37.17 Unrealized +9.8%
IBM Intl Business Machines 0.0%
Value ($000) $287 Shares 2,037 Est. Cost $105.00 Unrealized +17.2%
GFAFX Growth Fund America Inc CL F-1 0.0%
Value ($000) $270 Shares 5,493 Est. Cost $51.06 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $267 Shares 1,616 Est. Cost $134.77 Unrealized +12.7%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $266 Shares 4,228 Est. Cost $41.76 Unrealized +54.9%
RHHBY Roche Holding Ltd SP ADR 0.0%
Value ($000) $263 Shares 6,717 Est. Cost $39.15 Unrealized
Linde PLC 0.0%
Value ($000) $259 Shares 793 Est. Cost $165.82 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $252 Shares 1,608 Est. Cost $107.46 Unrealized +42.5%
ES Eversource Energy 0.0%
Value ($000) $250 Shares 2,986 Est. Cost $53.98 Unrealized +27.8%
ELME Elme Communities Sh Ben Int 0.0%
Value ($000) $238 Shares 13,375 Est. Cost $17.80 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $230 Shares 3,200 Est. Cost $62.49 Unrealized 0.0%
HAIN Hain Celestial Group Inc 0.0%
Value ($000) $229 Shares 14,125 Est. Cost $41.75 Unrealized -57.3%
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $220 Shares 1,150 Est. Cost $83.55 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $217 Shares 3,802 Est. Cost $49.31 Unrealized +12.9%
NKE Nike Inc CL B 0.0%
Value ($000) $209 Shares 1,786 Est. Cost $114.77 Unrealized -17.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $204 Shares 373 Est. Cost $495.16 Unrealized 0.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $203 Shares 823 Est. Cost $220.43 Unrealized 0.0%
Profesionally Managed Portfoli 0.0%
Value ($000) $161 Shares 12,954 Est. Cost $12.45 Unrealized
ET Energy Transfer LP Com UT Ltd 0.0%
Value ($000) $148 Shares 12,500 Est. Cost $11.87 Unrealized
EPM Evolution Petroleum Corp 0.0%
Value ($000) $106 Shares 13,988 Est. Cost $5.20 Unrealized +10.3%
KOS Kosmos Energy Ltd 0.0%
Value ($000) $99 Shares 15,550 Est. Cost $5.90 Unrealized +5.9%
Superior Drilling Prods Inc 0.0%
Value ($000) $71 Shares 77,704 Est. Cost $6.51 Unrealized
Akita Drilling Ltd Cl A Non-Vt 0.0%
Value ($000) $30 Shares 23,201 Est. Cost $0.46 Unrealized
NDGPF Nine Dragons Papers Holdings L 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.61 Unrealized +16.9%
Jason Industries Inc 0.0%
Value ($000) $0 Shares 10,668 Est. Cost $1.58 Unrealized