WOODSTOCK CORP Diversified Active

CIK: 0001008877 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 7, 2023

Total Value ($000): $847,463 (100.0% shares, 0.0% debt)

Holdings (170)

MSFT Microsoft Corp 6.9%
Value ($000) $58,259 Shares 171,079 Est. Cost $30.40 Unrealized +910.6%
NVDA NVIDIA Corp 5.0%
Value ($000) $42,008 Shares 99,304 Est. Cost $16.59 Unrealized +99.9%
ORLY O'Reilly Automotive Inc 4.7%
Value ($000) $39,526 Shares 41,376 Est. Cost $7.42 Unrealized +723.4%
AAPL Apple Inc 4.3%
Value ($000) $36,551 Shares 188,438 Est. Cost $83.98 Unrealized +104.9%
ISRG Intuitive Surgical Inc 3.9%
Value ($000) $33,210 Shares 97,123 Est. Cost $261.83 Unrealized +15.6%
FTNT Fortinet Inc 2.7%
Value ($000) $22,535 Shares 298,120 Est. Cost $48.80 Unrealized +39.3%
GOOG Alphabet Inc Class C 2.4%
Value ($000) $20,271 Shares 167,567 Est. Cost $107.09 Unrealized +7.3%
HD Home Depot Inc 2.2%
Value ($000) $18,356 Shares 59,090 Est. Cost $59.81 Unrealized +362.1%
PEP Pepsico Inc 2.0%
Value ($000) $17,215 Shares 92,941 Est. Cost $58.31 Unrealized +192.5%
JNJ Johnson & Johnson 1.8%
Value ($000) $15,579 Shares 94,119 Est. Cost $65.00 Unrealized +129.1%
ORCL Oracle Corp 1.8%
Value ($000) $14,974 Shares 125,740 Est. Cost $27.96 Unrealized +259.1%
MRK Merck & Co Inc 1.7%
Value ($000) $14,815 Shares 128,394 Est. Cost $37.42 Unrealized +179.2%
IWR iShares Russell Mid-Cap ETF 1.7%
Value ($000) $14,128 Shares 193,459 Est. Cost $68.78 Unrealized
RTX Raytheon Technologies Corp 1.7%
Value ($000) $14,079 Shares 143,723 Est. Cost $55.33 Unrealized +66.8%
GOOGL Alphabet Inc Class A 1.6%
Value ($000) $13,723 Shares 114,647 Est. Cost $106.38 Unrealized +7.4%
IDXX Idexx Laboratories Inc 1.6%
Value ($000) $13,620 Shares 27,119 Est. Cost $56.88 Unrealized +742.5%
ADP Automatic Data Processing Inc 1.6%
Value ($000) $13,577 Shares 61,771 Est. Cost $50.87 Unrealized +299.6%
ABT Abbott Laboratories 1.6%
Value ($000) $13,540 Shares 124,194 Est. Cost $37.48 Unrealized +170.7%
ABBV Abbvie Inc 1.5%
Value ($000) $13,053 Shares 96,885 Est. Cost $40.25 Unrealized +232.2%
PG Procter & Gamble Co 1.5%
Value ($000) $12,486 Shares 82,285 Est. Cost $56.74 Unrealized +149.1%
COST Costco Wholesale Corp 1.4%
Value ($000) $12,262 Shares 22,776 Est. Cost $112.13 Unrealized +334.4%
XOM Exxon Mobil Corp 1.4%
Value ($000) $12,052 Shares 112,373 Est. Cost $52.48 Unrealized +89.8%
MDT Medtronic PLC 1.4%
Value ($000) $11,641 Shares 132,129 Est. Cost $59.44 Unrealized +33.5%
ITW Illinois Tool Works Inc 1.3%
Value ($000) $11,181 Shares 44,696 Est. Cost $64.05 Unrealized +242.9%
QCOM Qualcomm Inc 1.2%
Value ($000) $10,325 Shares 86,736 Est. Cost $52.26 Unrealized +107.3%
JPM JPMorgan Chase & Co 1.2%
Value ($000) $10,310 Shares 70,889 Est. Cost $62.54 Unrealized +107.3%
CSCO Cisco Systems Inc 1.2%
Value ($000) $9,865 Shares 190,671 Est. Cost $16.76 Unrealized +171.5%
NEE Nextera Energy Inc 1.1%
Value ($000) $9,685 Shares 130,528 Est. Cost $53.68 Unrealized +30.4%
ECL Ecolab Inc 1.1%
Value ($000) $9,509 Shares 50,933 Est. Cost $88.29 Unrealized +89.5%
BMY Bristol-Myers Squibb Co 1.1%
Value ($000) $9,391 Shares 146,844 Est. Cost $44.52 Unrealized +32.4%
APD Air Prods & Chems Inc 1.1%
Value ($000) $9,193 Shares 30,692 Est. Cost $78.80 Unrealized +236.6%
FISV Fiserv Inc 1.0%
Value ($000) $8,605 Shares 68,213 Est. Cost $73.94 Unrealized +59.2%
APA Apa Corporation 1.0%
Value ($000) $8,521 Shares 249,362 Est. Cost $20.30 Unrealized +55.7%
V Visa Inc CL A 1.0%
Value ($000) $8,220 Shares 34,614 Est. Cost $148.04 Unrealized +51.6%
EMR Emerson Electric Co 1.0%
Value ($000) $8,060 Shares 89,171 Est. Cost $43.42 Unrealized +84.4%
TMO Thermo Fisher Scientific Inc 0.9%
Value ($000) $7,998 Shares 15,330 Est. Cost $170.82 Unrealized +213.3%
SHEL Shell PLC Spon ADS 0.9%
Value ($000) $7,857 Shares 130,119 Est. Cost $55.34 Unrealized
DIS Disney Walt Co 0.9%
Value ($000) $7,612 Shares 85,258 Est. Cost $72.08 Unrealized +28.4%
CVS CVS Health Corp 0.9%
Value ($000) $7,358 Shares 106,436 Est. Cost $45.34 Unrealized +41.8%
CMCSA Comcast Corp CL A 0.8%
Value ($000) $7,152 Shares 172,135 Est. Cost $27.26 Unrealized +34.5%
STT State Street Corp 0.8%
Value ($000) $6,975 Shares 95,314 Est. Cost $49.24 Unrealized +33.2%
TSCO Tractor Supply Co 0.8%
Value ($000) $6,876 Shares 31,100 Est. Cost $19.07 Unrealized +129.4%
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $6,790 Shares 43,196 Est. Cost $23.94 Unrealized +104.5%
VWO Vanguard FTSE Emerging Mkt ETF 0.8%
Value ($000) $6,609 Shares 162,466 Est. Cost $41.93 Unrealized
BRK/B Berkshire Hathaway Inc CL B 0.8%
Value ($000) $6,466 Shares 18,962 Est. Cost $198.69 Unrealized +64.3%
CVX Chevron Corp 0.7%
Value ($000) $6,032 Shares 38,335 Est. Cost $93.32 Unrealized +53.5%
ROP Roper Technologies Inc 0.7%
Value ($000) $5,858 Shares 12,184 Est. Cost $158.85 Unrealized +180.4%
UPS United Parcel Service Inc CL B 0.7%
Value ($000) $5,750 Shares 32,079 Est. Cost $67.43 Unrealized +129.2%
SYY Sysco Corp 0.7%
Value ($000) $5,717 Shares 77,045 Est. Cost $27.95 Unrealized +145.2%
CB Chubb Limited 0.6%
Value ($000) $5,358 Shares 27,825 Est. Cost $105.78 Unrealized +79.5%
MMM 3M Co 0.6%
Value ($000) $5,105 Shares 51,000 Est. Cost $77.09 Unrealized +0.6%
BAC Bank America Corp 0.6%
Value ($000) $4,929 Shares 171,798 Est. Cost $17.56 Unrealized +51.6%
SYK Stryker Corp 0.6%
Value ($000) $4,790 Shares 15,699 Est. Cost $97.73 Unrealized +187.9%
MCD McDonalds Corp 0.6%
Value ($000) $4,715 Shares 15,801 Est. Cost $80.13 Unrealized +240.8%
PFE Pfizer Inc 0.5%
Value ($000) $4,639 Shares 126,460 Est. Cost $17.37 Unrealized +91.2%
IRM Iron Mountain Inc 0.5%
Value ($000) $4,363 Shares 76,789 Est. Cost $21.72 Unrealized +129.8%
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $4,341 Shares 23,181 Est. Cost $197.03 Unrealized
ADI Analog Devices Inc 0.5%
Value ($000) $4,019 Shares 20,630 Est. Cost $94.32 Unrealized +87.5%
LLY Lilly Eli & Co 0.5%
Value ($000) $3,977 Shares 8,480 Est. Cost $181.20 Unrealized +127.1%
AMAT Applied Materials Inc 0.5%
Value ($000) $3,919 Shares 27,111 Est. Cost $115.06 Unrealized +6.3%
VZ Verizon Communications Inc 0.5%
Value ($000) $3,898 Shares 104,807 Est. Cost $27.36 Unrealized +14.0%
EFA iShares TR MSCI Eafe Etf 0.4%
Value ($000) $3,643 Shares 50,244 Est. Cost $66.67 Unrealized
OABI Omniab Inc 0.4%
Value ($000) $3,412 Shares 678,352 Est. Cost $4.56 Unrealized -11.0%
Southwestern Energy Co 0.4%
Value ($000) $3,396 Shares 565,105 Est. Cost $4.81 Unrealized
LGND Ligand Pharmaceuticals Inc 0.4%
Value ($000) $3,374 Shares 46,795 Est. Cost $41.71 Unrealized +79.9%
Nv5 Global Inc 0.4%
Value ($000) $3,362 Shares 30,352 Est. Cost $43.11 Unrealized
AMGN Amgen Inc 0.4%
Value ($000) $3,274 Shares 14,746 Est. Cost $189.94 Unrealized +12.5%
KO Coca-Cola Co 0.4%
Value ($000) $3,273 Shares 54,344 Est. Cost $29.57 Unrealized +94.0%
SPY SPDR S&P 500 ETF Tr Tr Unit 0.4%
Value ($000) $3,212 Shares 7,247 Est. Cost $355.81 Unrealized
LOW Lowes Cos Inc 0.4%
Value ($000) $2,995 Shares 13,271 Est. Cost $119.26 Unrealized +65.8%
FLS Flowserve Corp 0.3%
Value ($000) $2,911 Shares 78,364 Est. Cost $33.57 Unrealized -1.4%
FDX Fedex Corp 0.3%
Value ($000) $2,896 Shares 11,681 Est. Cost $185.90 Unrealized +16.2%
AMZN Amazon.com Inc 0.3%
Value ($000) $2,726 Shares 20,914 Est. Cost $113.11 Unrealized +1.0%
PNC PNC Financial Services Group I 0.3%
Value ($000) $2,368 Shares 18,802 Est. Cost $60.06 Unrealized +83.8%
ENB Enbridge Inc 0.3%
Value ($000) $2,313 Shares 62,248 Est. Cost $24.74 Unrealized +29.6%
GNRC Generac Holdings Inc 0.3%
Value ($000) $2,282 Shares 15,302 Est. Cost $179.57 Unrealized -36.5%
REGN Regeneron Pharmaceuticals 0.3%
Value ($000) $2,139 Shares 2,977 Est. Cost $588.40 Unrealized +30.3%
KMB Kimberly Clark Corp 0.2%
Value ($000) $2,062 Shares 14,939 Est. Cost $66.25 Unrealized +89.8%
GE General Electric Co New 0.2%
Value ($000) $1,987 Shares 18,090 Est. Cost $62.95 Unrealized +26.8%
MDY SPDR S&P Midcap 400 ETF TR 0.2%
Value ($000) $1,964 Shares 4,102 Est. Cost $318.63 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $1,839 Shares 23,872 Est. Cost $50.49 Unrealized +44.4%
HDV iShares Core High Dv ETF 0.2%
Value ($000) $1,631 Shares 16,180 Est. Cost $84.36 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $1,567 Shares 7,284 Est. Cost $116.11 Unrealized +76.2%
LNC Lincoln Natl Corp Ind 0.2%
Value ($000) $1,483 Shares 57,575 Est. Cost $36.00 Unrealized -48.1%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $1,470 Shares 4,177 Est. Cost $100.83 Unrealized +234.2%
Reata Pharmaceuticals Inc Cl A 0.2%
Value ($000) $1,456 Shares 14,285 Est. Cost $68.75 Unrealized
BK Bank New York Mellon Corp 0.2%
Value ($000) $1,386 Shares 31,130 Est. Cost $24.98 Unrealized +59.8%
SHW Sherwin Williams Co 0.2%
Value ($000) $1,345 Shares 5,066 Est. Cost $252.59 Unrealized -8.9%
SO Southern Co 0.2%
Value ($000) $1,331 Shares 18,953 Est. Cost $36.01 Unrealized +81.3%
CARR Carrier Global Corporation 0.2%
Value ($000) $1,311 Shares 26,371 Est. Cost $17.13 Unrealized +148.2%
IJR iShares S&P Small Cap 600 ETF 0.2%
Value ($000) $1,287 Shares 12,912 Est. Cost $97.93 Unrealized
AXP American Express Co 0.2%
Value ($000) $1,280 Shares 7,350 Est. Cost $63.96 Unrealized +144.2%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,255 Shares 14,094 Est. Cost $47.48 Unrealized +69.8%
ALDX Aldeyra Therapeutics Inc 0.1%
Value ($000) $1,151 Shares 137,179 Est. Cost $4.31 Unrealized +128.6%
SLB Schlumberger Ltd 0.1%
Value ($000) $1,147 Shares 23,346 Est. Cost $47.97 Unrealized -7.2%
PDC Energy Inc 0.1%
Value ($000) $1,067 Shares 15,000 Est. Cost $51.50 Unrealized
DXCM DexCom Inc 0.1%
Value ($000) $1,050 Shares 8,170 Est. Cost $120.95 Unrealized 0.0%
SPGI S&P Global Inc 0.1%
Value ($000) $1,007 Shares 2,513 Est. Cost $151.29 Unrealized +136.5%
D Dominion Energy Inc 0.1%
Value ($000) $1,001 Shares 19,324 Est. Cost $40.74 Unrealized +16.8%
NSP Insperity Inc 0.1%
Value ($000) $984 Shares 8,274 Est. Cost $77.71 Unrealized +40.4%
NBIX Neurocrine Biosciences Inc 0.1%
Value ($000) $960 Shares 10,179 Est. Cost $42.40 Unrealized +130.4%
AKAM Akamai Technologies Inc 0.1%
Value ($000) $925 Shares 10,295 Est. Cost $50.29 Unrealized +70.3%
FXAIX Fidelity Tr 500 Index Ins Prem 0.1%
Value ($000) $897 Shares 5,786 Est. Cost $155.00 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $835 Shares 3,191 Est. Cost $215.81 Unrealized -7.3%
VEA Vanguard FTSE Developed Mkt ET 0.1%
Value ($000) $823 Shares 17,824 Est. Cost $36.81 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $787 Shares 3,200 Est. Cost $64.41 Unrealized +231.9%
SHOP Shopify Inc Cl A 0.1%
Value ($000) $762 Shares 11,790 Est. Cost $43.80 Unrealized +29.1%
MRVL Marvell Technology Group Ltd 0.1%
Value ($000) $725 Shares 12,129 Est. Cost $47.96 Unrealized +0.3%
EA Electronic Arts Inc 0.1%
Value ($000) $691 Shares 5,331 Est. Cost $127.37 Unrealized -1.9%
VRNS Varonis Systems Inc 0.1%
Value ($000) $683 Shares 25,612 Est. Cost $46.93 Unrealized -46.8%
SILC Silicom Ltd 0.1%
Value ($000) $631 Shares 17,123 Est. Cost $38.60 Unrealized -8.2%
HanesBrands Inc 0.1%
Value ($000) $625 Shares 137,706 Est. Cost $33.67 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $593 Shares 2,470 Est. Cost $77.58 Unrealized +169.1%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $578 Shares 4,953 Est. Cost $34.64 Unrealized +217.3%
UBER Uber Technologies Inc 0.1%
Value ($000) $572 Shares 13,255 Est. Cost $44.81 Unrealized -17.1%
UNP Union Pacific Corp 0.1%
Value ($000) $552 Shares 2,697 Est. Cost $136.47 Unrealized +37.0%
HSY Hershey Co 0.1%
Value ($000) $534 Shares 2,140 Est. Cost $70.64 Unrealized +244.6%
MKC McCormick & Co Inc 0.1%
Value ($000) $526 Shares 6,030 Est. Cost $63.93 Unrealized +29.5%
BCYC Bicycle Therapeutics PLC Sp AD 0.1%
Value ($000) $525 Shares 20,553 Est. Cost $32.29 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $519 Shares 2,501 Est. Cost $111.18 Unrealized +57.9%
AZO Autozone Inc 0.1%
Value ($000) $506 Shares 203 Est. Cost $1160.52 Unrealized +119.8%
SLF Sun Life Financial Inc Com 0.1%
Value ($000) $503 Shares 9,647 Est. Cost $55.28 Unrealized -11.1%
NVS Novartis AG SP ADR 0.1%
Value ($000) $491 Shares 4,862 Est. Cost $72.47 Unrealized
GEHC GE Healthcare Technologies Inc 0.1%
Value ($000) $483 Shares 5,951 Est. Cost $71.08 Unrealized +11.8%
AMT American Tower Corp 0.1%
Value ($000) $476 Shares 2,453 Est. Cost $118.07 Unrealized +50.8%
BX Blackstone Inc 0.1%
Value ($000) $465 Shares 5,000 Est. Cost $78.64 Unrealized +1.9%
PAYX Paychex Inc 0.1%
Value ($000) $464 Shares 4,144 Est. Cost $46.97 Unrealized +115.1%
XLK Select Sector SPDR Tr Technolo 0.1%
Value ($000) $435 Shares 2,500 Est. Cost $80.40 Unrealized
INTU Intuit 0.1%
Value ($000) $433 Shares 944 Est. Cost $340.70 Unrealized +26.5%
Alteryx Inc Cl A 0.1%
Value ($000) $429 Shares 9,442 Est. Cost $38.18 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $418 Shares 2,930 Est. Cost $134.83 Unrealized +2.7%
ADBE Adobe Inc 0.0%
Value ($000) $409 Shares 836 Est. Cost $489.86 Unrealized -17.8%
FCX Freeport-Mcmoran Inc CL B 0.0%
Value ($000) $408 Shares 10,204 Est. Cost $24.57 Unrealized +49.6%
BP BP PLC SP ADR 0.0%
Value ($000) $395 Shares 11,190 Est. Cost $42.64 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value ($000) $385 Shares 801 Est. Cost $308.43 Unrealized +50.7%
NTLA Intellia Therapeutics Inc 0.0%
Value ($000) $367 Shares 9,002 Est. Cost $55.89 Unrealized -27.4%
BA Boeing Co 0.0%
Value ($000) $356 Shares 1,686 Est. Cost $111.87 Unrealized +85.7%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $347 Shares 12,191 Est. Cost $64.61 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $335 Shares 853 Est. Cost $324.54 Unrealized +14.0%
GFAFX Growth Fund America Inc CL F-1 0.0%
Value ($000) $332 Shares 5,493 Est. Cost $51.06 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $329 Shares 1,505 Est. Cost $127.75 Unrealized +70.2%
BABA Alibaba Group Holding Ltd SP A 0.0%
Value ($000) $317 Shares 3,803 Est. Cost $86.34 Unrealized
LIN Linde PLC 0.0%
Value ($000) $302 Shares 793 Est. Cost $322.30 Unrealized +9.5%
ELV Elevance Health Inc Com 0.0%
Value ($000) $284 Shares 640 Est. Cost $286.17 Unrealized +54.7%
T AT&T Inc 0.0%
Value ($000) $283 Shares 17,730 Est. Cost $11.81 Unrealized +25.2%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $274 Shares 2,445 Est. Cost $68.10 Unrealized +41.6%
WSO Watsco Inc 0.0%
Value ($000) $257 Shares 675 Est. Cost $293.75 Unrealized +15.4%
WFC Wells Fargo & Co 0.0%
Value ($000) $255 Shares 5,984 Est. Cost $37.17 Unrealized +1.3%
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $253 Shares 1,150 Est. Cost $83.55 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $249 Shares 4,228 Est. Cost $41.76 Unrealized +37.2%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $248 Shares 3,802 Est. Cost $49.31 Unrealized +20.3%
TXN Texas Instruments Inc 0.0%
Value ($000) $246 Shares 1,368 Est. Cost $134.77 Unrealized +18.0%
WM Waste Management Inc 0.0%
Value ($000) $239 Shares 1,377 Est. Cost $107.46 Unrealized +47.7%
TE Connectivity Ltd Reg 0.0%
Value ($000) $237 Shares 1,690 Est. Cost $131.15 Unrealized
EQT EQT Corp Com 0.0%
Value ($000) $226 Shares 5,500 Est. Cost $34.01 Unrealized 0.0%
AFL Aflac Inc 0.0%
Value ($000) $223 Shares 3,200 Est. Cost $62.49 Unrealized +1.2%
PTEN Patterson Uti Energy Inc 0.0%
Value ($000) $221 Shares 18,466 Est. Cost $21.83 Unrealized -48.3%
IBM Intl Business Machines 0.0%
Value ($000) $219 Shares 1,637 Est. Cost $105.00 Unrealized +12.4%
ELME Elme Communities Sh Ben Int 0.0%
Value ($000) $217 Shares 13,225 Est. Cost $17.80 Unrealized
VWINX Vanguard Wellesley Income Fund 0.0%
Value ($000) $217 Shares 8,848 Est. Cost $24.56 Unrealized
FLPSX Fidelity Low Price Stock 0.0%
Value ($000) $212 Shares 4,412 Est. Cost $48.08 Unrealized
ES Eversource Energy 0.0%
Value ($000) $212 Shares 2,986 Est. Cost $53.98 Unrealized +22.3%
VGHCX Vanguard Specialized Funds Hea 0.0%
Value ($000) $207 Shares 970 Est. Cost $213.70 Unrealized
ET Energy Transfer LP Com UT Ltd 0.0%
Value ($000) $159 Shares 12,500 Est. Cost $11.87 Unrealized
EPM Evolution Petroleum Corp 0.0%
Value ($000) $113 Shares 13,988 Est. Cost $5.20 Unrealized +12.7%
Superior Drilling Prods Inc 0.0%
Value ($000) $96 Shares 77,704 Est. Cost $6.51 Unrealized
KOS Kosmos Energy Ltd 0.0%
Value ($000) $93 Shares 15,550 Est. Cost $5.90 Unrealized +10.4%
Akita Drilling Ltd Cl A Non-Vt 0.0%
Value ($000) $23 Shares 23,201 Est. Cost $0.46 Unrealized
NDGPF Nine Dragons Papers Holdings L 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.61 Unrealized +12.9%
Jason Industries Inc 0.0%
Value ($000) $0 Shares 10,668 Est. Cost $1.58 Unrealized