WOODSTOCK CORP Diversified Active

CIK: 0001008877 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 6, 2023

Total Value ($000): $784,134 (100.0% shares, 0.0% debt)

Holdings (168)

MSFT Microsoft Corp 6.4%
Value ($000) $49,821 Shares 172,811 Est. Cost $30.40 Unrealized +720.6%
ORLY O'Reilly Automotive Inc 4.6%
Value ($000) $35,921 Shares 42,311 Est. Cost $7.42 Unrealized +638.8%
AAPL Apple Inc 4.0%
Value ($000) $31,183 Shares 189,103 Est. Cost $83.98 Unrealized +73.2%
NVDA NVIDIA Corp 3.7%
Value ($000) $29,358 Shares 105,692 Est. Cost $16.59 Unrealized +30.3%
ISRG Intuitive Surgical Inc 3.2%
Value ($000) $25,202 Shares 98,649 Est. Cost $261.83 Unrealized -5.9%
FTNT Fortinet Inc 2.6%
Value ($000) $20,054 Shares 301,740 Est. Cost $48.80 Unrealized +16.5%
HD Home Depot Inc 2.2%
Value ($000) $17,436 Shares 59,081 Est. Cost $59.81 Unrealized +375.9%
GOOG Alphabet Inc Class C 2.2%
Value ($000) $17,342 Shares 166,750 Est. Cost $107.09 Unrealized -10.5%
PEP Pepsico Inc 2.2%
Value ($000) $17,207 Shares 94,388 Est. Cost $58.31 Unrealized +172.2%
ABBV Abbvie Inc 2.0%
Value ($000) $15,445 Shares 96,912 Est. Cost $40.25 Unrealized +243.1%
JNJ Johnson & Johnson 1.8%
Value ($000) $14,352 Shares 92,594 Est. Cost $63.62 Unrealized +132.5%
IDXX Idexx Laboratories Inc 1.8%
Value ($000) $14,061 Shares 28,117 Est. Cost $56.88 Unrealized +741.3%
RTX Raytheon Technologies Corp 1.8%
Value ($000) $14,018 Shares 143,141 Est. Cost $55.33 Unrealized +66.8%
ADP Automatic Data Processing Inc 1.8%
Value ($000) $13,968 Shares 62,741 Est. Cost $50.87 Unrealized +315.7%
MRK Merck & Co Inc 1.8%
Value ($000) $13,744 Shares 129,185 Est. Cost $37.42 Unrealized +163.8%
IWR iShares Russell Mid-Cap ETF 1.7%
Value ($000) $13,602 Shares 194,542 Est. Cost $68.78 Unrealized
ABT Abbott Laboratories 1.6%
Value ($000) $12,584 Shares 124,272 Est. Cost $37.48 Unrealized +166.8%
PG Procter & Gamble Co 1.6%
Value ($000) $12,278 Shares 82,577 Est. Cost $56.74 Unrealized +134.8%
XOM Exxon Mobil Corp 1.6%
Value ($000) $12,255 Shares 111,759 Est. Cost $52.48 Unrealized +90.9%
ORCL Oracle Corp 1.5%
Value ($000) $12,052 Shares 129,705 Est. Cost $27.96 Unrealized +203.3%
GOOGL Alphabet Inc Class A 1.5%
Value ($000) $11,887 Shares 114,597 Est. Cost $106.38 Unrealized -10.5%
QCOM Qualcomm Inc 1.5%
Value ($000) $11,535 Shares 90,416 Est. Cost $52.26 Unrealized +122.7%
COST Costco Wholesale Corp 1.4%
Value ($000) $11,322 Shares 22,787 Est. Cost $112.13 Unrealized +320.3%
ITW Illinois Tool Works Inc 1.4%
Value ($000) $11,063 Shares 45,444 Est. Cost $64.05 Unrealized +239.9%
MDT Medtronic PLC 1.3%
Value ($000) $10,385 Shares 128,814 Est. Cost $58.93 Unrealized +26.5%
BMY Bristol-Myers Squibb Co 1.3%
Value ($000) $10,330 Shares 149,041 Est. Cost $44.52 Unrealized +38.2%
NEE Nextera Energy Inc 1.3%
Value ($000) $10,080 Shares 130,768 Est. Cost $53.68 Unrealized +31.6%
CSCO Cisco Systems Inc 1.3%
Value ($000) $10,033 Shares 191,934 Est. Cost $16.76 Unrealized +167.5%
JPM JPMorgan Chase & Co 1.2%
Value ($000) $9,185 Shares 70,489 Est. Cost $62.54 Unrealized +104.9%
APD Air Prods & Chems Inc 1.1%
Value ($000) $8,939 Shares 31,123 Est. Cost $78.80 Unrealized +242.8%
TMO Thermo Fisher Scientific Inc 1.1%
Value ($000) $8,839 Shares 15,335 Est. Cost $170.82 Unrealized +227.1%
DIS Disney Walt Co 1.1%
Value ($000) $8,685 Shares 86,738 Est. Cost $72.08 Unrealized +36.7%
CVS CVS Health Corp 1.1%
Value ($000) $8,390 Shares 112,910 Est. Cost $45.34 Unrealized +65.8%
ECL Ecolab Inc 1.1%
Value ($000) $8,240 Shares 49,781 Est. Cost $86.47 Unrealized +74.6%
FISV Fiserv Inc 1.0%
Value ($000) $7,643 Shares 67,618 Est. Cost $73.94 Unrealized +48.8%
EMR Emerson Electric Co 1.0%
Value ($000) $7,581 Shares 87,000 Est. Cost $42.51 Unrealized +94.3%
TSCO Tractor Supply Co 0.9%
Value ($000) $7,215 Shares 30,697 Est. Cost $18.75 Unrealized +130.9%
STT State Street Corp 0.9%
Value ($000) $7,206 Shares 95,201 Est. Cost $49.24 Unrealized +54.7%
V Visa Inc CL A 0.9%
Value ($000) $7,170 Shares 31,802 Est. Cost $141.29 Unrealized +54.2%
SHEL Shell PLC Spon ADS 0.9%
Value ($000) $6,957 Shares 120,899 Est. Cost $54.96 Unrealized
APA Apa Corporation 0.8%
Value ($000) $6,611 Shares 183,324 Est. Cost $16.23 Unrealized +122.5%
CMCSA Comcast Corp CL A 0.8%
Value ($000) $6,557 Shares 172,955 Est. Cost $27.26 Unrealized +27.0%
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $6,315 Shares 42,829 Est. Cost $23.94 Unrealized +91.3%
UPS United Parcel Service Inc CL B 0.8%
Value ($000) $6,194 Shares 31,931 Est. Cost $67.43 Unrealized +134.6%
CVX Chevron Corp 0.8%
Value ($000) $6,003 Shares 36,793 Est. Cost $91.23 Unrealized +62.7%
VWO Vanguard FTSE Emerging Mkt ETF 0.8%
Value ($000) $5,975 Shares 147,903 Est. Cost $42.05 Unrealized
SYY Sysco Corp 0.8%
Value ($000) $5,943 Shares 76,956 Est. Cost $27.95 Unrealized +152.9%
BRK/B Berkshire Hathaway Inc CL B 0.7%
Value ($000) $5,567 Shares 18,028 Est. Cost $192.07 Unrealized +60.4%
ROP Roper Technologies Inc 0.7%
Value ($000) $5,482 Shares 12,439 Est. Cost $158.85 Unrealized +167.2%
PFE Pfizer Inc 0.7%
Value ($000) $5,462 Shares 133,865 Est. Cost $17.37 Unrealized +110.4%
MMM 3M Co 0.7%
Value ($000) $5,396 Shares 51,333 Est. Cost $77.09 Unrealized +10.1%
CB Chubb Limited 0.7%
Value ($000) $5,326 Shares 27,427 Est. Cost $104.56 Unrealized +93.9%
BAC Bank America Corp 0.7%
Value ($000) $5,210 Shares 182,172 Est. Cost $17.56 Unrealized +74.1%
MCD McDonalds Corp 0.7%
Value ($000) $5,176 Shares 18,511 Est. Cost $80.13 Unrealized +212.6%
SYK Stryker Corp 0.6%
Value ($000) $4,495 Shares 15,747 Est. Cost $97.73 Unrealized +163.7%
VZ Verizon Communications Inc 0.6%
Value ($000) $4,340 Shares 111,595 Est. Cost $27.36 Unrealized +19.5%
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $4,235 Shares 23,740 Est. Cost $197.03 Unrealized
IRM Iron Mountain Inc 0.5%
Value ($000) $4,082 Shares 77,159 Est. Cost $21.72 Unrealized +117.5%
LGND Ligand Pharmaceuticals Inc 0.5%
Value ($000) $3,870 Shares 52,604 Est. Cost $41.71 Unrealized +70.4%
ADI Analog Devices Inc 0.5%
Value ($000) $3,868 Shares 19,615 Est. Cost $90.05 Unrealized +89.4%
EFA iShares TR MSCI Eafe Etf 0.5%
Value ($000) $3,666 Shares 51,260 Est. Cost $66.67 Unrealized
AMGN Amgen Inc 0.5%
Value ($000) $3,561 Shares 14,732 Est. Cost $189.94 Unrealized +18.0%
KO Coca-Cola Co 0.4%
Value ($000) $3,389 Shares 54,629 Est. Cost $29.57 Unrealized +87.4%
AMAT Applied Materials Inc 0.4%
Value ($000) $3,225 Shares 26,256 Est. Cost $114.82 Unrealized -2.5%
Nv5 Global Inc 0.4%
Value ($000) $3,156 Shares 30,352 Est. Cost $43.11 Unrealized
SPY SPDR S&P 500 ETF Tr Tr Unit 0.4%
Value ($000) $2,964 Shares 7,239 Est. Cost $355.81 Unrealized
LLY Lilly Eli & Co 0.4%
Value ($000) $2,912 Shares 8,478 Est. Cost $181.20 Unrealized +82.1%
Southwestern Energy Co 0.4%
Value ($000) $2,772 Shares 554,355 Est. Cost $4.79 Unrealized
FDX Fedex Corp 0.3%
Value ($000) $2,675 Shares 11,708 Est. Cost $185.90 Unrealized +2.5%
FLS Flowserve Corp 0.3%
Value ($000) $2,618 Shares 77,014 Est. Cost $33.58 Unrealized -5.4%
PNC PNC Financial Services Group I 0.3%
Value ($000) $2,497 Shares 19,647 Est. Cost $60.06 Unrealized +124.1%
ENB Enbridge Inc 0.3%
Value ($000) $2,377 Shares 62,302 Est. Cost $24.74 Unrealized +31.1%
OABI Omniab Inc 0.3%
Value ($000) $2,278 Shares 619,149 Est. Cost $4.60 Unrealized -18.0%
REGN Regeneron Pharmaceuticals 0.3%
Value ($000) $2,233 Shares 2,718 Est. Cost $571.41 Unrealized +31.3%
AMZN Amazon.com Inc 0.3%
Value ($000) $2,051 Shares 19,859 Est. Cost $113.05 Unrealized -14.5%
KMB Kimberly Clark Corp 0.3%
Value ($000) $2,049 Shares 15,264 Est. Cost $66.25 Unrealized +75.5%
LOW Lowes Cos Inc 0.3%
Value ($000) $2,043 Shares 10,217 Est. Cost $95.80 Unrealized +100.6%
CL Colgate Palmolive Co 0.2%
Value ($000) $1,847 Shares 24,572 Est. Cost $50.49 Unrealized +37.8%
MDY SPDR S&P Midcap 400 ETF TR 0.2%
Value ($000) $1,841 Shares 4,016 Est. Cost $315.20 Unrealized
GE General Electric Co New 0.2%
Value ($000) $1,729 Shares 18,090 Est. Cost $62.95 Unrealized +4.7%
GD General Dynamics Corp 0.2%
Value ($000) $1,662 Shares 7,284 Est. Cost $116.11 Unrealized +87.5%
HDV iShares Core High Dv ETF 0.2%
Value ($000) $1,645 Shares 16,180 Est. Cost $84.36 Unrealized
GNRC Generac Holdings Inc 0.2%
Value ($000) $1,554 Shares 14,392 Est. Cost $183.72 Unrealized -37.0%
BK Bank New York Mellon Corp 0.2%
Value ($000) $1,442 Shares 31,740 Est. Cost $24.98 Unrealized +79.1%
ALDX Aldeyra Therapeutics Inc 0.2%
Value ($000) $1,362 Shares 137,179 Est. Cost $4.31 Unrealized +64.0%
AXP American Express Co 0.2%
Value ($000) $1,359 Shares 8,238 Est. Cost $63.96 Unrealized +150.1%
LNC Lincoln Natl Corp Ind 0.2%
Value ($000) $1,351 Shares 60,113 Est. Cost $36.00 Unrealized -31.2%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $1,316 Shares 4,177 Est. Cost $100.83 Unrealized +197.4%
Reata Pharmaceuticals Inc Cl A 0.2%
Value ($000) $1,299 Shares 14,285 Est. Cost $68.75 Unrealized
IJR iShares S&P Small Cap 600 ETF 0.2%
Value ($000) $1,220 Shares 12,615 Est. Cost $97.89 Unrealized
OTIS Otis Worldwide Corp 0.2%
Value ($000) $1,215 Shares 14,390 Est. Cost $47.48 Unrealized +66.2%
CARR Carrier Global Corporation 0.2%
Value ($000) $1,213 Shares 26,516 Est. Cost $17.13 Unrealized +151.6%
SPGI S&P Global Inc 0.1%
Value ($000) $1,163 Shares 3,373 Est. Cost $151.29 Unrealized +127.2%
SLB Schlumberger Ltd 0.1%
Value ($000) $1,147 Shares 23,366 Est. Cost $47.97 Unrealized +3.0%
D Dominion Energy Inc 0.1%
Value ($000) $1,145 Shares 20,474 Est. Cost $40.74 Unrealized +24.1%
SO Southern Co 0.1%
Value ($000) $1,104 Shares 15,863 Est. Cost $30.30 Unrealized +100.2%
SHW Sherwin Williams Co 0.1%
Value ($000) $1,065 Shares 4,736 Est. Cost $254.15 Unrealized -12.3%
NBIX Neurocrine Biosciences Inc 0.1%
Value ($000) $1,030 Shares 10,179 Est. Cost $42.40 Unrealized +145.4%
NSP Insperity Inc 0.1%
Value ($000) $1,006 Shares 8,274 Est. Cost $77.71 Unrealized +37.7%
PDC Energy Inc 0.1%
Value ($000) $963 Shares 15,000 Est. Cost $51.50 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $830 Shares 3,625 Est. Cost $64.41 Unrealized +258.0%
TSLA Tesla Motors Inc 0.1%
Value ($000) $807 Shares 3,891 Est. Cost $215.81 Unrealized -19.2%
AKAM Akamai Technologies Inc 0.1%
Value ($000) $806 Shares 10,295 Est. Cost $50.29 Unrealized +61.0%
VEA Vanguard FTSE Developed Mkt ET 0.1%
Value ($000) $805 Shares 17,824 Est. Cost $36.81 Unrealized
HanesBrands Inc 0.1%
Value ($000) $745 Shares 141,581 Est. Cost $33.67 Unrealized
MPC Marathon Petroleum Corp 0.1%
Value ($000) $668 Shares 4,953 Est. Cost $34.64 Unrealized +239.4%
VRNS Varonis Systems Inc 0.1%
Value ($000) $666 Shares 25,612 Est. Cost $46.93 Unrealized -44.4%
EA Electronic Arts Inc 0.1%
Value ($000) $642 Shares 5,331 Est. Cost $127.37 Unrealized -9.2%
SILC Silicom Ltd 0.1%
Value ($000) $642 Shares 17,123 Est. Cost $38.60 Unrealized +5.2%
DHR Danaher Corp 0.1%
Value ($000) $625 Shares 2,481 Est. Cost $77.58 Unrealized +188.8%
HON Honeywell Intl Inc 0.1%
Value ($000) $612 Shares 3,201 Est. Cost $111.18 Unrealized +58.9%
HSY Hershey Co 0.1%
Value ($000) $589 Shares 2,315 Est. Cost $70.64 Unrealized +207.4%
SHOP Shopify Inc Cl A 0.1%
Value ($000) $565 Shares 11,790 Est. Cost $43.80 Unrealized +0.5%
Alteryx Inc Cl A 0.1%
Value ($000) $556 Shares 9,442 Est. Cost $38.18 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $546 Shares 2,714 Est. Cost $136.47 Unrealized +38.8%
MRVL Marvell Technology Group Ltd 0.1%
Value ($000) $525 Shares 12,129 Est. Cost $47.96 Unrealized -13.2%
AZO Autozone Inc 0.1%
Value ($000) $506 Shares 206 Est. Cost $1160.52 Unrealized +110.2%
AMT American Tower Corp 0.1%
Value ($000) $503 Shares 2,462 Est. Cost $118.07 Unrealized +60.6%
MKC McCormick & Co Inc 0.1%
Value ($000) $503 Shares 6,040 Est. Cost $63.93 Unrealized +11.3%
NVS Novartis AG SP ADR 0.1%
Value ($000) $501 Shares 5,446 Est. Cost $72.47 Unrealized
GEHC GE Healthcare Technologies Inc 0.1%
Value ($000) $489 Shares 5,967 Est. Cost $71.08 Unrealized 0.0%
PAYX Paychex Inc 0.1%
Value ($000) $481 Shares 4,194 Est. Cost $46.97 Unrealized +122.0%
SLF Sun Life Financial Inc Com 0.1%
Value ($000) $458 Shares 9,802 Est. Cost $55.28 Unrealized -12.9%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $442 Shares 12,796 Est. Cost $64.61 Unrealized
BX Blackstone Inc 0.1%
Value ($000) $439 Shares 5,000 Est. Cost $78.64 Unrealized +3.2%
UBER Uber Technologies Inc 0.1%
Value ($000) $429 Shares 13,545 Est. Cost $44.81 Unrealized -29.2%
AWK American Water Works Co Inc 0.1%
Value ($000) $429 Shares 2,930 Est. Cost $134.83 Unrealized +3.0%
INTU Intuit 0.1%
Value ($000) $428 Shares 961 Est. Cost $340.70 Unrealized +18.4%
BP BP PLC SP ADR 0.1%
Value ($000) $425 Shares 11,190 Est. Cost $42.64 Unrealized
BA Boeing Co 0.1%
Value ($000) $422 Shares 1,986 Est. Cost $111.87 Unrealized +85.7%
FCX Freeport-Mcmoran Inc CL B 0.1%
Value ($000) $417 Shares 10,204 Est. Cost $24.57 Unrealized +62.7%
BCYC Bicycle Therapeutics PLC Sp AD 0.1%
Value ($000) $396 Shares 18,630 Est. Cost $32.99 Unrealized
BABA Alibaba Group Holding Ltd SP A 0.0%
Value ($000) $389 Shares 3,811 Est. Cost $86.34 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value ($000) $379 Shares 801 Est. Cost $308.43 Unrealized +48.2%
XLK Select Sector SPDR Tr Technolo 0.0%
Value ($000) $378 Shares 2,500 Est. Cost $80.40 Unrealized
T AT&T Inc 0.0%
Value ($000) $345 Shares 17,905 Est. Cost $11.81 Unrealized +38.5%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $338 Shares 2,995 Est. Cost $68.10 Unrealized +46.1%
NTLA Intellia Therapeutics Inc 0.0%
Value ($000) $336 Shares 9,002 Est. Cost $55.89 Unrealized -29.8%
RMD ResMed Inc 0.0%
Value ($000) $330 Shares 1,505 Est. Cost $127.75 Unrealized +65.4%
ADBE Adobe Inc 0.0%
Value ($000) $322 Shares 836 Est. Cost $489.86 Unrealized -27.4%
MA Mastercard Inc 0.0%
Value ($000) $312 Shares 859 Est. Cost $324.54 Unrealized +10.1%
GFAFX Growth Fund America Inc CL F-1 0.0%
Value ($000) $300 Shares 5,493 Est. Cost $51.06 Unrealized
ELV Elevance Health Inc Com 0.0%
Value ($000) $297 Shares 646 Est. Cost $286.17 Unrealized +59.1%
LIN Linde PLC 0.0%
Value ($000) $282 Shares 793 Est. Cost $322.30 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $268 Shares 1,442 Est. Cost $134.77 Unrealized +19.7%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $264 Shares 4,228 Est. Cost $41.76 Unrealized +41.7%
WFC Wells Fargo & Co 0.0%
Value ($000) $261 Shares 6,984 Est. Cost $37.17 Unrealized +8.9%
IBM Intl Business Machines 0.0%
Value ($000) $251 Shares 1,912 Est. Cost $105.00 Unrealized +15.0%
ELME Elme Communities Sh Ben Int 0.0%
Value ($000) $239 Shares 13,375 Est. Cost $17.80 Unrealized
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $235 Shares 1,150 Est. Cost $83.55 Unrealized
ES Eversource Energy 0.0%
Value ($000) $234 Shares 2,986 Est. Cost $53.98 Unrealized +28.5%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $232 Shares 3,802 Est. Cost $49.31 Unrealized +21.1%
WM Waste Management Inc 0.0%
Value ($000) $230 Shares 1,407 Est. Cost $107.46 Unrealized +36.2%
INTC Intel Corp 0.0%
Value ($000) $228 Shares 6,970 Est. Cost $27.22 Unrealized +1.1%
Cara Therapeutics Inc 0.0%
Value ($000) $227 Shares 46,323 Est. Cost $15.09 Unrealized
TE Connectivity Ltd Reg 0.0%
Value ($000) $222 Shares 1,690 Est. Cost $131.15 Unrealized
PTEN Patterson Uti Energy Inc 0.0%
Value ($000) $216 Shares 18,466 Est. Cost $21.83 Unrealized -33.1%
WSO Watsco Inc 0.0%
Value ($000) $215 Shares 675 Est. Cost $293.75 Unrealized 0.0%
NKE Nike Inc CL B 0.0%
Value ($000) $211 Shares 1,722 Est. Cost $114.77 Unrealized +1.7%
VLO Valero Energy Corp 0.0%
Value ($000) $210 Shares 1,501 Est. Cost $123.00 Unrealized 0.0%
AFL Aflac Inc 0.0%
Value ($000) $206 Shares 3,200 Est. Cost $62.49 Unrealized +2.8%
ET Energy Transfer LP Com UT Ltd 0.0%
Value ($000) $156 Shares 12,500 Est. Cost $11.87 Unrealized
KOS Kosmos Energy Ltd 0.0%
Value ($000) $116 Shares 15,550 Est. Cost $5.90 Unrealized +24.2%
EPM Evolution Petroleum Corp 0.0%
Value ($000) $88 Shares 13,988 Est. Cost $5.20 Unrealized -4.2%
Superior Drilling Prods Inc 0.0%
Value ($000) $69 Shares 77,704 Est. Cost $6.51 Unrealized
Akita Drilling Ltd Cl A Non-Vt 0.0%
Value ($000) $25 Shares 23,201 Est. Cost $0.46 Unrealized
NDGPF Nine Dragons Papers Holdings L 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.61 Unrealized +41.5%
Jason Industries Inc 0.0%
Value ($000) $0 Shares 10,668 Est. Cost $1.58 Unrealized