WOODSTOCK CORP Diversified Active

CIK: 0001008877 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $797,456 (100.0% shares, 0.0% debt)

Holdings (168)

MSFT Microsoft Corp 6.7%
Value ($000) $53,088 Shares 168,132 Est. Cost $30.40 Unrealized +967.8%
NVDA NVIDIA Corp 5.3%
Value ($000) $42,019 Shares 96,597 Est. Cost $16.59 Unrealized +169.8%
ORLY O'Reilly Automotive Inc 4.7%
Value ($000) $37,573 Shares 41,341 Est. Cost $7.42 Unrealized +745.8%
AAPL Apple Inc 4.0%
Value ($000) $31,706 Shares 185,185 Est. Cost $83.98 Unrealized +115.9%
ISRG Intuitive Surgical Inc 3.5%
Value ($000) $28,241 Shares 96,621 Est. Cost $261.83 Unrealized +19.3%
GOOG Alphabet Inc Class C 2.8%
Value ($000) $21,939 Shares 166,392 Est. Cost $107.09 Unrealized +20.5%
HD Home Depot Inc 2.2%
Value ($000) $17,915 Shares 59,291 Est. Cost $59.81 Unrealized +406.5%
FTNT Fortinet Inc 2.2%
Value ($000) $17,592 Shares 299,795 Est. Cost $48.80 Unrealized +35.6%
PEP Pepsico Inc 2.0%
Value ($000) $15,622 Shares 92,197 Est. Cost $58.31 Unrealized +186.7%
GOOGL Alphabet Inc Class A 1.9%
Value ($000) $15,003 Shares 114,652 Est. Cost $106.38 Unrealized +20.7%
ADP Automatic Data Processing Inc 1.9%
Value ($000) $14,857 Shares 61,754 Est. Cost $50.87 Unrealized +354.4%
JNJ Johnson & Johnson 1.8%
Value ($000) $14,669 Shares 94,180 Est. Cost $65.00 Unrealized +135.8%
ABBV Abbvie Inc 1.8%
Value ($000) $14,391 Shares 96,543 Est. Cost $40.25 Unrealized +236.2%
IWR iShares Russell Mid-Cap ETF 1.7%
Value ($000) $13,380 Shares 193,219 Est. Cost $68.78 Unrealized
MRK Merck & Co Inc 1.7%
Value ($000) $13,173 Shares 127,953 Est. Cost $37.42 Unrealized +166.8%
XOM Exxon Mobil Corp 1.6%
Value ($000) $13,027 Shares 110,791 Est. Cost $52.48 Unrealized +92.5%
ORCL Oracle Corp 1.6%
Value ($000) $12,790 Shares 120,750 Est. Cost $27.96 Unrealized +303.4%
COST Costco Wholesale Corp 1.6%
Value ($000) $12,730 Shares 22,532 Est. Cost $112.13 Unrealized +374.6%
ABT Abbott Laboratories 1.5%
Value ($000) $12,032 Shares 124,234 Est. Cost $37.48 Unrealized +168.0%
PG Procter & Gamble Co 1.5%
Value ($000) $11,805 Shares 80,937 Est. Cost $56.74 Unrealized +154.0%
IDXX Idexx Laboratories Inc 1.5%
Value ($000) $11,780 Shares 26,940 Est. Cost $56.88 Unrealized +776.7%
APA Apa Corporation 1.3%
Value ($000) $10,421 Shares 253,548 Est. Cost $20.59 Unrealized +82.3%
RTX Rtx Corporation Com 1.3%
Value ($000) $10,389 Shares 144,354 Est. Cost $55.33 Unrealized +46.8%
ITW Illinois Tool Works Inc 1.3%
Value ($000) $10,319 Shares 44,804 Est. Cost $64.05 Unrealized +259.2%
JPM JPMorgan Chase & Co 1.3%
Value ($000) $10,292 Shares 70,967 Est. Cost $62.54 Unrealized +127.6%
MDT Medtronic PLC 1.3%
Value ($000) $10,269 Shares 131,053 Est. Cost $59.44 Unrealized +30.9%
CSCO Cisco Systems Inc 1.3%
Value ($000) $10,123 Shares 188,296 Est. Cost $16.76 Unrealized +200.1%
QCOM Qualcomm Inc 1.2%
Value ($000) $9,471 Shares 85,281 Est. Cost $52.26 Unrealized +110.6%
APD Air Prods & Chems Inc 1.1%
Value ($000) $8,700 Shares 30,698 Est. Cost $78.80 Unrealized +248.8%
EMR Emerson Electric Co 1.1%
Value ($000) $8,654 Shares 89,615 Est. Cost $43.42 Unrealized +109.9%
ECL Ecolab Inc 1.1%
Value ($000) $8,649 Shares 51,056 Est. Cost $88.29 Unrealized +100.8%
SHEL Shell PLC Spon ADS 1.0%
Value ($000) $8,372 Shares 130,040 Est. Cost $55.34 Unrealized
V Visa Inc CL A 1.0%
Value ($000) $8,029 Shares 34,907 Est. Cost $148.04 Unrealized +59.5%
FISV Fiserv Inc 1.0%
Value ($000) $7,796 Shares 69,013 Est. Cost $74.52 Unrealized +65.3%
TMO Thermo Fisher Scientific Inc 1.0%
Value ($000) $7,761 Shares 15,332 Est. Cost $170.82 Unrealized +209.6%
NEE Nextera Energy Inc 0.9%
Value ($000) $7,372 Shares 128,673 Est. Cost $53.68 Unrealized +20.0%
CMCSA Comcast Corp CL A 0.9%
Value ($000) $7,328 Shares 165,264 Est. Cost $27.26 Unrealized +52.2%
CVX Chevron Corp 0.9%
Value ($000) $7,317 Shares 43,394 Est. Cost $99.44 Unrealized +46.6%
DIS Disney Walt Co 0.9%
Value ($000) $7,115 Shares 87,785 Est. Cost $72.41 Unrealized +15.2%
WMT Wal-Mart Stores Inc 0.9%
Value ($000) $6,980 Shares 43,644 Est. Cost $24.22 Unrealized +113.9%
BRK/B Berkshire Hathaway Inc CL B 0.8%
Value ($000) $6,681 Shares 19,073 Est. Cost $198.69 Unrealized +78.6%
VWO Vanguard FTSE Emerging Mkt ETF 0.8%
Value ($000) $6,557 Shares 167,231 Est. Cost $41.85 Unrealized
TSCO Tractor Supply Co 0.8%
Value ($000) $6,333 Shares 31,190 Est. Cost $19.07 Unrealized +118.0%
STT State Street Corp 0.8%
Value ($000) $6,118 Shares 91,365 Est. Cost $49.24 Unrealized +31.8%
BMY Bristol-Myers Squibb Co 0.7%
Value ($000) $5,866 Shares 101,069 Est. Cost $44.52 Unrealized +22.1%
ROP Roper Technologies Inc 0.7%
Value ($000) $5,846 Shares 12,072 Est. Cost $158.85 Unrealized +203.9%
CB Chubb Limited 0.7%
Value ($000) $5,743 Shares 27,588 Est. Cost $105.78 Unrealized +86.0%
SYY Sysco Corp 0.6%
Value ($000) $5,120 Shares 77,513 Est. Cost $27.95 Unrealized +139.9%
CVS CVS Health Corp 0.6%
Value ($000) $5,112 Shares 73,211 Est. Cost $45.34 Unrealized +42.4%
UPS United Parcel Service Inc CL B 0.6%
Value ($000) $4,997 Shares 32,061 Est. Cost $67.43 Unrealized +124.9%
MMM 3M Co 0.6%
Value ($000) $4,736 Shares 50,586 Est. Cost $77.09 Unrealized +3.2%
LLY Lilly Eli & Co 0.6%
Value ($000) $4,555 Shares 8,480 Est. Cost $181.20 Unrealized +179.7%
IRM Iron Mountain Inc 0.6%
Value ($000) $4,540 Shares 76,364 Est. Cost $21.72 Unrealized +159.3%
BAC Bank America Corp 0.6%
Value ($000) $4,468 Shares 163,192 Est. Cost $17.56 Unrealized +58.4%
SYK Stryker Corp 0.5%
Value ($000) $4,288 Shares 15,693 Est. Cost $97.73 Unrealized +186.5%
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $4,198 Shares 23,751 Est. Cost $196.55 Unrealized
PFE Pfizer Inc 0.5%
Value ($000) $4,172 Shares 125,770 Est. Cost $17.37 Unrealized +76.0%
MCD McDonalds Corp 0.5%
Value ($000) $4,171 Shares 15,832 Est. Cost $80.13 Unrealized +236.3%
AMGN Amgen Inc 0.5%
Value ($000) $3,852 Shares 14,333 Est. Cost $189.94 Unrealized +22.1%
AMAT Applied Materials Inc 0.5%
Value ($000) $3,774 Shares 27,259 Est. Cost $115.06 Unrealized +22.0%
Southwestern Energy Co 0.5%
Value ($000) $3,644 Shares 564,985 Est. Cost $4.81 Unrealized
ADI Analog Devices Inc 0.5%
Value ($000) $3,626 Shares 20,708 Est. Cost $94.32 Unrealized +87.6%
OABI Omniab Inc 0.4%
Value ($000) $3,559 Shares 685,790 Est. Cost $4.56 Unrealized +16.9%
EFA iShares TR MSCI Eafe Etf 0.4%
Value ($000) $3,463 Shares 50,249 Est. Cost $66.67 Unrealized
FLS Flowserve Corp 0.4%
Value ($000) $3,439 Shares 86,469 Est. Cost $33.89 Unrealized +9.3%
REGN Regeneron Pharmaceuticals 0.4%
Value ($000) $3,222 Shares 3,915 Est. Cost $634.69 Unrealized +23.1%
FDX Fedex Corp 0.4%
Value ($000) $3,106 Shares 11,723 Est. Cost $185.90 Unrealized +32.7%
SPY SPDR S&P 500 ETF Tr Tr Unit 0.4%
Value ($000) $3,074 Shares 7,192 Est. Cost $355.81 Unrealized
KO Coca-Cola Co 0.4%
Value ($000) $3,031 Shares 54,139 Est. Cost $29.57 Unrealized +88.5%
Nv5 Global Inc 0.4%
Value ($000) $2,921 Shares 30,352 Est. Cost $43.11 Unrealized
LOW Lowes Cos Inc 0.4%
Value ($000) $2,794 Shares 13,442 Est. Cost $120.48 Unrealized +78.4%
VZ Verizon Communications Inc 0.3%
Value ($000) $2,751 Shares 84,879 Est. Cost $27.36 Unrealized +6.0%
AMZN Amazon.com Inc 0.3%
Value ($000) $2,695 Shares 21,199 Est. Cost $113.39 Unrealized +18.2%
PNC PNC Financial Services Group I 0.3%
Value ($000) $2,271 Shares 18,502 Est. Cost $60.06 Unrealized +91.6%
MDY SPDR S&P Midcap 400 ETF TR 0.3%
Value ($000) $2,049 Shares 4,487 Est. Cost $330.47 Unrealized
LGND Ligand Pharmaceuticals Inc 0.3%
Value ($000) $2,047 Shares 34,160 Est. Cost $41.71 Unrealized +57.8%
ENB Enbridge Inc 0.3%
Value ($000) $2,024 Shares 60,975 Est. Cost $24.74 Unrealized +22.8%
GE General Electric Co New 0.2%
Value ($000) $1,979 Shares 17,904 Est. Cost $62.95 Unrealized +40.8%
DXCM DexCom Inc 0.2%
Value ($000) $1,939 Shares 20,786 Est. Cost $115.96 Unrealized -2.8%
GNRC Generac Holdings Inc 0.2%
Value ($000) $1,892 Shares 17,367 Est. Cost $172.93 Unrealized -28.5%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,690 Shares 13,984 Est. Cost $66.25 Unrealized +77.7%
CL Colgate Palmolive Co 0.2%
Value ($000) $1,653 Shares 23,242 Est. Cost $50.49 Unrealized +40.4%
HDV iShares Core High Dv ETF 0.2%
Value ($000) $1,600 Shares 16,180 Est. Cost $84.36 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $1,570 Shares 7,106 Est. Cost $116.11 Unrealized +81.9%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $1,453 Shares 4,177 Est. Cost $100.83 Unrealized +246.8%
LNC Lincoln Natl Corp Ind 0.2%
Value ($000) $1,448 Shares 58,654 Est. Cost $35.75 Unrealized -36.6%
CARR Carrier Global Corporation 0.2%
Value ($000) $1,397 Shares 25,302 Est. Cost $17.13 Unrealized +211.9%
SHW Sherwin Williams Co 0.2%
Value ($000) $1,363 Shares 5,346 Est. Cost $253.09 Unrealized +3.6%
IJR iShares S&P Small Cap 600 ETF 0.2%
Value ($000) $1,305 Shares 13,837 Est. Cost $97.69 Unrealized
SLB Schlumberger Ltd 0.2%
Value ($000) $1,300 Shares 22,291 Est. Cost $47.97 Unrealized +13.4%
BK Bank New York Mellon Corp 0.2%
Value ($000) $1,269 Shares 29,762 Est. Cost $24.98 Unrealized +67.4%
SO Southern Co 0.1%
Value ($000) $1,171 Shares 18,088 Est. Cost $36.01 Unrealized +77.1%
NBIX Neurocrine Biosciences Inc 0.1%
Value ($000) $1,145 Shares 10,179 Est. Cost $42.40 Unrealized +148.3%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,105 Shares 13,758 Est. Cost $47.48 Unrealized +73.1%
AKAM Akamai Technologies Inc 0.1%
Value ($000) $1,097 Shares 10,295 Est. Cost $50.29 Unrealized +98.0%
AXP American Express Co 0.1%
Value ($000) $1,089 Shares 7,298 Est. Cost $63.96 Unrealized +148.4%
SPGI S&P Global Inc 0.1%
Value ($000) $918 Shares 2,513 Est. Cost $151.29 Unrealized +155.1%
ALDX Aldeyra Therapeutics Inc 0.1%
Value ($000) $916 Shares 137,179 Est. Cost $4.31 Unrealized +72.1%
D Dominion Energy Inc 0.1%
Value ($000) $839 Shares 18,774 Est. Cost $40.74 Unrealized +8.1%
CAT Caterpillar Inc 0.1%
Value ($000) $814 Shares 2,980 Est. Cost $64.41 Unrealized +306.0%
NSP Insperity Inc 0.1%
Value ($000) $808 Shares 8,274 Est. Cost $77.71 Unrealized +24.2%
TSLA Tesla Motors Inc 0.1%
Value ($000) $798 Shares 3,191 Est. Cost $215.81 Unrealized +19.0%
VRNS Varonis Systems Inc 0.1%
Value ($000) $782 Shares 25,612 Est. Cost $46.93 Unrealized -37.1%
VEA Vanguard FTSE Developed Mkt ET 0.1%
Value ($000) $779 Shares 17,824 Est. Cost $36.81 Unrealized
MPC Marathon Petroleum Corp 0.1%
Value ($000) $750 Shares 4,953 Est. Cost $34.64 Unrealized +282.9%
MRVL Marvell Technology Group Ltd 0.1%
Value ($000) $657 Shares 12,129 Est. Cost $47.96 Unrealized +22.0%
FXAIX Fidelity Tr 500 Index Ins Prem 0.1%
Value ($000) $655 Shares 4,383 Est. Cost $155.00 Unrealized
SHOP Shopify Inc Cl A 0.1%
Value ($000) $643 Shares 11,790 Est. Cost $43.80 Unrealized +38.3%
EA Electronic Arts Inc 0.1%
Value ($000) $642 Shares 5,331 Est. Cost $127.37 Unrealized -2.4%
DHR Danaher Corp 0.1%
Value ($000) $613 Shares 2,470 Est. Cost $77.58 Unrealized +183.8%
UBER Uber Technologies Inc 0.1%
Value ($000) $610 Shares 13,255 Est. Cost $44.81 Unrealized +1.9%
UNP Union Pacific Corp 0.1%
Value ($000) $549 Shares 2,697 Est. Cost $136.47 Unrealized +51.1%
HanesBrands Inc 0.1%
Value ($000) $545 Shares 137,651 Est. Cost $33.67 Unrealized
AZO Autozone Inc 0.1%
Value ($000) $516 Shares 203 Est. Cost $1160.52 Unrealized +116.2%
NVS Novartis AG SP ADR 0.1%
Value ($000) $495 Shares 4,862 Est. Cost $72.47 Unrealized
INTU Intuit 0.1%
Value ($000) $482 Shares 944 Est. Cost $340.70 Unrealized +46.4%
PAYX Paychex Inc 0.1%
Value ($000) $478 Shares 4,144 Est. Cost $46.97 Unrealized +138.8%
SLF Sun Life Financial Inc Com 0.1%
Value ($000) $471 Shares 9,647 Est. Cost $55.28 Unrealized -9.3%
HON Honeywell Intl Inc 0.1%
Value ($000) $462 Shares 2,501 Est. Cost $111.18 Unrealized +56.4%
MKC McCormick & Co Inc 0.1%
Value ($000) $456 Shares 6,025 Est. Cost $63.93 Unrealized +23.0%
SILC Silicom Ltd 0.1%
Value ($000) $447 Shares 17,123 Est. Cost $38.60 Unrealized -23.0%
HSY Hershey Co 0.1%
Value ($000) $428 Shares 2,140 Est. Cost $70.64 Unrealized +195.4%
ADBE Adobe Inc 0.1%
Value ($000) $421 Shares 826 Est. Cost $489.86 Unrealized +7.1%
BCYC Bicycle Therapeutics PLC Sp AD 0.1%
Value ($000) $413 Shares 20,553 Est. Cost $32.29 Unrealized
XLK Select Sector SPDR Tr Technolo 0.1%
Value ($000) $410 Shares 2,500 Est. Cost $80.40 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $404 Shares 801 Est. Cost $308.43 Unrealized +52.4%
AMT American Tower Corp 0.1%
Value ($000) $403 Shares 2,453 Est. Cost $118.07 Unrealized +42.0%
GEHC GE Healthcare Technologies Inc 0.1%
Value ($000) $403 Shares 5,928 Est. Cost $71.08 Unrealized +2.0%
BP BP PLC SP ADR 0.0%
Value ($000) $386 Shares 9,965 Est. Cost $42.64 Unrealized
HRMY Harmony Biosciences Holdings I 0.0%
Value ($000) $385 Shares 11,761 Est. Cost $34.72 Unrealized 0.0%
FCX Freeport-Mcmoran Inc CL B 0.0%
Value ($000) $381 Shares 10,204 Est. Cost $24.57 Unrealized +58.8%
AWK American Water Works Co Inc 0.0%
Value ($000) $363 Shares 2,930 Est. Cost $134.83 Unrealized -1.5%
Alteryx Inc Cl A 0.0%
Value ($000) $356 Shares 9,442 Est. Cost $38.18 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $338 Shares 853 Est. Cost $324.54 Unrealized +22.1%
BABA Alibaba Group Holding Ltd SP A 0.0%
Value ($000) $330 Shares 3,803 Est. Cost $86.34 Unrealized
GFAFX Growth Fund America Inc CL F-1 0.0%
Value ($000) $324 Shares 5,493 Est. Cost $51.06 Unrealized
BA Boeing Co 0.0%
Value ($000) $323 Shares 1,686 Est. Cost $111.87 Unrealized +95.6%
LIN Linde PLC 0.0%
Value ($000) $295 Shares 793 Est. Cost $322.30 Unrealized +14.5%
NTLA Intellia Therapeutics Inc 0.0%
Value ($000) $285 Shares 9,002 Est. Cost $55.89 Unrealized -30.6%
ELV Elevance Health Inc Com 0.0%
Value ($000) $279 Shares 640 Est. Cost $286.17 Unrealized +52.6%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $273 Shares 4,214 Est. Cost $41.76 Unrealized +44.3%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $258 Shares 3,802 Est. Cost $49.31 Unrealized +34.7%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $256 Shares 2,445 Est. Cost $68.10 Unrealized +47.3%
PTEN Patterson Uti Energy Inc 0.0%
Value ($000) $256 Shares 18,466 Est. Cost $21.83 Unrealized -33.0%
VTSAX Vanguard Total Stock Index Adm 0.0%
Value ($000) $255 Shares 2,468 Est. Cost $103.40 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $255 Shares 675 Est. Cost $293.75 Unrealized +23.1%
T AT&T Inc 0.0%
Value ($000) $254 Shares 16,880 Est. Cost $11.81 Unrealized +9.7%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $252 Shares 11,311 Est. Cost $64.61 Unrealized
VPCCX Vanguard PRIMECAP Core Inv 0.0%
Value ($000) $247 Shares 8,120 Est. Cost $30.44 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $246 Shares 3,200 Est. Cost $62.49 Unrealized +12.8%
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $244 Shares 1,150 Est. Cost $83.55 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $230 Shares 1,637 Est. Cost $105.00 Unrealized +25.5%
EQT EQT Corp Com 0.0%
Value ($000) $223 Shares 5,500 Est. Cost $34.01 Unrealized +17.5%
RMD ResMed Inc 0.0%
Value ($000) $223 Shares 1,505 Est. Cost $127.75 Unrealized +38.3%
WFC Wells Fargo & Co 0.0%
Value ($000) $220 Shares 5,374 Est. Cost $37.17 Unrealized +9.5%
TXN Texas Instruments Inc 0.0%
Value ($000) $218 Shares 1,368 Est. Cost $134.77 Unrealized +17.9%
VLO Valero Energy Corp 0.0%
Value ($000) $213 Shares 1,501 Est. Cost $122.12 Unrealized 0.0%
TE Connectivity Ltd Reg 0.0%
Value ($000) $209 Shares 1,690 Est. Cost $131.15 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $206 Shares 1,351 Est. Cost $107.46 Unrealized +45.2%
TJX TJX Cos Inc 0.0%
Value ($000) $201 Shares 2,260 Est. Cost $85.34 Unrealized 0.0%
ELME Elme Communities Sh Ben Int 0.0%
Value ($000) $180 Shares 13,225 Est. Cost $17.80 Unrealized
ET Energy Transfer LP Com UT Ltd 0.0%
Value ($000) $175 Shares 12,500 Est. Cost $11.87 Unrealized
KOS Kosmos Energy Ltd 0.0%
Value ($000) $127 Shares 15,550 Est. Cost $5.90 Unrealized +20.2%
EPM Evolution Petroleum Corp 0.0%
Value ($000) $96 Shares 13,988 Est. Cost $5.20 Unrealized +30.5%
Superior Drilling Prods Inc 0.0%
Value ($000) $62 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) $5 Shares 10,000 Est. Cost $0.61 Unrealized -4.7%
Jason Industries Inc 0.0%
Value ($000) $0 Shares 10,668 Est. Cost $1.58 Unrealized