WOODSTOCK CORP Diversified Active

CIK: 0001008877 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 8, 2024

Total Value ($000): $863,568 (100.0% shares, 0.0% debt)

Holdings (166)

MSFT Microsoft Corp 7.3%
Value ($000) $62,663 Shares 166,640 Est. Cost $30.40 Unrealized +1052.6%
NVDA NVIDIA Corp 5.5%
Value ($000) $47,811 Shares 96,545 Est. Cost $16.59 Unrealized +179.1%
ORLY O'Reilly Automotive Inc 4.5%
Value ($000) $38,961 Shares 41,008 Est. Cost $7.42 Unrealized +752.1%
AAPL Apple Inc 4.1%
Value ($000) $35,213 Shares 182,894 Est. Cost $83.98 Unrealized +117.7%
ISRG Intuitive Surgical Inc 3.8%
Value ($000) $32,553 Shares 96,492 Est. Cost $261.83 Unrealized +13.9%
GOOG Alphabet Inc Class C 2.7%
Value ($000) $23,396 Shares 166,011 Est. Cost $107.09 Unrealized +25.8%
HD Home Depot Inc 2.4%
Value ($000) $20,599 Shares 59,441 Est. Cost $59.81 Unrealized +391.1%
FTNT Fortinet Inc 2.1%
Value ($000) $18,109 Shares 309,399 Est. Cost $49.00 Unrealized +12.8%
GOOGL Alphabet Inc Class A 1.9%
Value ($000) $16,156 Shares 115,655 Est. Cost $106.38 Unrealized +25.4%
PEP Pepsico Inc 1.8%
Value ($000) $15,606 Shares 91,889 Est. Cost $58.31 Unrealized +163.7%
IDXX Idexx Laboratories Inc 1.7%
Value ($000) $14,971 Shares 26,972 Est. Cost $56.88 Unrealized +725.4%
ABBV Abbvie Inc 1.7%
Value ($000) $14,971 Shares 96,603 Est. Cost $40.25 Unrealized +237.2%
COST Costco Wholesale Corp 1.7%
Value ($000) $14,940 Shares 22,634 Est. Cost $112.13 Unrealized +411.4%
IWR iShares Russell Mid-Cap ETF 1.7%
Value ($000) $14,781 Shares 190,154 Est. Cost $68.78 Unrealized
JNJ Johnson & Johnson 1.7%
Value ($000) $14,667 Shares 93,575 Est. Cost $65.00 Unrealized +120.9%
ABT Abbott Laboratories 1.6%
Value ($000) $14,140 Shares 128,460 Est. Cost $39.41 Unrealized +143.8%
ADP Automatic Data Processing Inc 1.6%
Value ($000) $14,125 Shares 60,632 Est. Cost $50.87 Unrealized +336.5%
MRK Merck & Co Inc 1.6%
Value ($000) $13,910 Shares 127,590 Est. Cost $37.42 Unrealized +158.7%
ORCL Oracle Corp 1.5%
Value ($000) $12,557 Shares 119,100 Est. Cost $27.96 Unrealized +281.7%
QCOM Qualcomm Inc 1.4%
Value ($000) $12,318 Shares 85,170 Est. Cost $52.26 Unrealized +126.4%
RTX Rtx Corporation Com 1.4%
Value ($000) $12,224 Shares 145,281 Est. Cost $55.33 Unrealized +36.7%
JPM JPMorgan Chase & Co 1.4%
Value ($000) $12,157 Shares 71,472 Est. Cost $62.54 Unrealized +131.7%
PG Procter & Gamble Co 1.4%
Value ($000) $11,802 Shares 80,538 Est. Cost $56.74 Unrealized +147.8%
ITW Illinois Tool Works Inc 1.3%
Value ($000) $11,615 Shares 44,344 Est. Cost $64.05 Unrealized +254.9%
XOM Exxon Mobil Corp 1.3%
Value ($000) $11,174 Shares 111,764 Est. Cost $52.48 Unrealized +85.9%
MDT Medtronic PLC 1.2%
Value ($000) $10,763 Shares 130,651 Est. Cost $59.44 Unrealized +20.2%
ECL Ecolab Inc 1.2%
Value ($000) $10,133 Shares 51,086 Est. Cost $88.29 Unrealized +99.2%
CSCO Cisco Systems Inc 1.1%
Value ($000) $9,574 Shares 189,502 Est. Cost $16.76 Unrealized +186.2%
FISV Fiserv Inc 1.1%
Value ($000) $9,255 Shares 69,669 Est. Cost $74.52 Unrealized +64.7%
APA Apa Corporation 1.1%
Value ($000) $9,216 Shares 256,868 Est. Cost $20.77 Unrealized +66.7%
V Visa Inc CL A 1.1%
Value ($000) $9,133 Shares 35,080 Est. Cost $148.04 Unrealized +63.9%
SHEL Shell PLC Spon ADS 1.0%
Value ($000) $8,750 Shares 132,981 Est. Cost $55.57 Unrealized
EMR Emerson Electric Co 1.0%
Value ($000) $8,734 Shares 89,733 Est. Cost $43.42 Unrealized +102.9%
APD Air Prods & Chems Inc 1.0%
Value ($000) $8,327 Shares 30,413 Est. Cost $78.80 Unrealized +229.0%
TMO Thermo Fisher Scientific Inc 0.9%
Value ($000) $8,153 Shares 15,360 Est. Cost $170.82 Unrealized +181.4%
NEE Nextera Energy Inc 0.9%
Value ($000) $7,735 Shares 127,342 Est. Cost $53.68 Unrealized -0.4%
DIS Disney Walt Co 0.9%
Value ($000) $7,483 Shares 82,881 Est. Cost $72.41 Unrealized +19.0%
STT State Street Corp 0.8%
Value ($000) $7,089 Shares 91,515 Est. Cost $49.24 Unrealized +31.6%
CMCSA Comcast Corp CL A 0.8%
Value ($000) $7,086 Shares 161,601 Est. Cost $27.26 Unrealized +47.1%
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $6,930 Shares 43,959 Est. Cost $24.22 Unrealized +113.2%
VWO Vanguard FTSE Emerging Mkt ETF 0.8%
Value ($000) $6,917 Shares 168,293 Est. Cost $41.85 Unrealized
BRK/B Berkshire Hathaway Inc CL B 0.8%
Value ($000) $6,853 Shares 19,214 Est. Cost $198.69 Unrealized +76.7%
TSCO Tractor Supply Co 0.8%
Value ($000) $6,767 Shares 31,470 Est. Cost $19.07 Unrealized +106.5%
ROP Roper Technologies Inc 0.8%
Value ($000) $6,491 Shares 11,907 Est. Cost $158.85 Unrealized +219.8%
CVX Chevron Corp 0.7%
Value ($000) $6,439 Shares 43,168 Est. Cost $99.44 Unrealized +38.6%
CB Chubb Limited 0.7%
Value ($000) $6,286 Shares 27,813 Est. Cost $105.78 Unrealized +102.1%
SYY Sysco Corp 0.7%
Value ($000) $5,694 Shares 77,860 Est. Cost $27.95 Unrealized +132.2%
BAC Bank America Corp 0.6%
Value ($000) $5,348 Shares 158,822 Est. Cost $17.56 Unrealized +57.3%
IRM Iron Mountain Inc 0.6%
Value ($000) $5,272 Shares 75,334 Est. Cost $21.72 Unrealized +169.0%
CVS CVS Health Corp 0.6%
Value ($000) $5,247 Shares 66,451 Est. Cost $45.34 Unrealized +44.2%
UPS United Parcel Service Inc CL B 0.6%
Value ($000) $5,245 Shares 33,357 Est. Cost $70.02 Unrealized +91.7%
MMM 3M Co 0.6%
Value ($000) $5,106 Shares 46,710 Est. Cost $77.09 Unrealized -2.0%
LLY Lilly Eli & Co 0.6%
Value ($000) $4,769 Shares 8,182 Est. Cost $181.20 Unrealized +217.4%
MCD McDonalds Corp 0.5%
Value ($000) $4,736 Shares 15,973 Est. Cost $80.13 Unrealized +222.8%
SYK Stryker Corp 0.5%
Value ($000) $4,681 Shares 15,632 Est. Cost $97.73 Unrealized +181.2%
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $4,609 Shares 22,961 Est. Cost $196.55 Unrealized
OABI Omniab Inc 0.5%
Value ($000) $4,584 Shares 743,002 Est. Cost $4.59 Unrealized +7.1%
AMAT Applied Materials Inc 0.5%
Value ($000) $4,452 Shares 27,472 Est. Cost $115.06 Unrealized +25.3%
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $4,316 Shares 84,111 Est. Cost $44.52 Unrealized +5.6%
ADI Analog Devices Inc 0.5%
Value ($000) $4,312 Shares 21,716 Est. Cost $97.93 Unrealized +75.8%
AMGN Amgen Inc 0.5%
Value ($000) $4,219 Shares 14,649 Est. Cost $191.34 Unrealized +33.3%
DXCM DexCom Inc 0.4%
Value ($000) $3,817 Shares 30,756 Est. Cost $111.48 Unrealized -8.4%
FLS Flowserve Corp 0.4%
Value ($000) $3,715 Shares 90,124 Est. Cost $34.02 Unrealized +8.9%
EFA iShares TR MSCI Eafe Etf 0.4%
Value ($000) $3,703 Shares 49,144 Est. Cost $66.67 Unrealized
Southwestern Energy Co 0.4%
Value ($000) $3,698 Shares 564,535 Est. Cost $4.81 Unrealized
REGN Regeneron Pharmaceuticals 0.4%
Value ($000) $3,559 Shares 4,052 Est. Cost $640.92 Unrealized +27.8%
AMZN Amazon.com Inc 0.4%
Value ($000) $3,496 Shares 23,009 Est. Cost $115.50 Unrealized +21.4%
PFE Pfizer Inc 0.4%
Value ($000) $3,481 Shares 120,927 Est. Cost $17.37 Unrealized +52.0%
SPY SPDR S&P 500 ETF Tr Tr Unit 0.4%
Value ($000) $3,410 Shares 7,175 Est. Cost $355.81 Unrealized
Nv5 Global Inc 0.4%
Value ($000) $3,322 Shares 29,892 Est. Cost $43.11 Unrealized
FDX Fedex Corp 0.4%
Value ($000) $3,283 Shares 12,979 Est. Cost $191.36 Unrealized +26.6%
KO Coca-Cola Co 0.4%
Value ($000) $3,190 Shares 54,139 Est. Cost $29.57 Unrealized +80.1%
LOW Lowes Cos Inc 0.3%
Value ($000) $3,005 Shares 13,502 Est. Cost $120.48 Unrealized +61.6%
PNC PNC Financial Services Group I 0.3%
Value ($000) $2,865 Shares 18,502 Est. Cost $60.06 Unrealized +99.7%
GNRC Generac Holdings Inc 0.3%
Value ($000) $2,366 Shares 18,307 Est. Cost $169.68 Unrealized -35.3%
MDY SPDR S&P Midcap 400 ETF TR 0.3%
Value ($000) $2,277 Shares 4,487 Est. Cost $330.47 Unrealized
GE General Electric Co New 0.3%
Value ($000) $2,274 Shares 17,816 Est. Cost $62.95 Unrealized +45.3%
ENB Enbridge Inc 0.3%
Value ($000) $2,193 Shares 60,879 Est. Cost $24.74 Unrealized +18.9%
LGND Ligand Pharmaceuticals Inc 0.2%
Value ($000) $2,151 Shares 30,111 Est. Cost $41.71 Unrealized +41.5%
VZ Verizon Communications Inc 0.2%
Value ($000) $2,001 Shares 53,078 Est. Cost $27.36 Unrealized +13.3%
LNC Lincoln Natl Corp Ind 0.2%
Value ($000) $1,896 Shares 70,293 Est. Cost $33.35 Unrealized -36.3%
GD General Dynamics Corp 0.2%
Value ($000) $1,876 Shares 7,226 Est. Cost $118.07 Unrealized +98.4%
CL Colgate Palmolive Co 0.2%
Value ($000) $1,767 Shares 22,170 Est. Cost $50.49 Unrealized +42.1%
SHW Sherwin Williams Co 0.2%
Value ($000) $1,719 Shares 5,512 Est. Cost $253.42 Unrealized +4.2%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,705 Shares 14,031 Est. Cost $66.25 Unrealized +67.9%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $1,700 Shares 4,177 Est. Cost $100.83 Unrealized +266.4%
HDV iShares Core High Dv ETF 0.2%
Value ($000) $1,650 Shares 16,180 Est. Cost $84.36 Unrealized
BK Bank New York Mellon Corp 0.2%
Value ($000) $1,549 Shares 29,762 Est. Cost $24.98 Unrealized +74.8%
IJR iShares S&P Small Cap 600 ETF 0.2%
Value ($000) $1,498 Shares 13,836 Est. Cost $97.69 Unrealized
CARR Carrier Global Corporation 0.2%
Value ($000) $1,404 Shares 24,447 Est. Cost $17.13 Unrealized +200.9%
NBIX Neurocrine Biosciences Inc 0.2%
Value ($000) $1,341 Shares 10,179 Est. Cost $42.40 Unrealized +171.5%
SO Southern Co 0.2%
Value ($000) $1,301 Shares 18,560 Est. Cost $36.72 Unrealized +73.6%
AKAM Akamai Technologies Inc 0.1%
Value ($000) $1,218 Shares 10,295 Est. Cost $50.29 Unrealized +121.2%
AXP American Express Co 0.1%
Value ($000) $1,208 Shares 6,448 Est. Cost $63.96 Unrealized +145.4%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,186 Shares 13,251 Est. Cost $47.48 Unrealized +69.0%
SLB Schlumberger Ltd 0.1%
Value ($000) $1,160 Shares 22,291 Est. Cost $47.97 Unrealized +6.8%
VRNS Varonis Systems Inc 0.1%
Value ($000) $1,160 Shares 25,612 Est. Cost $46.93 Unrealized -19.8%
NSP Insperity Inc 0.1%
Value ($000) $970 Shares 8,274 Est. Cost $77.71 Unrealized +29.3%
SHOP Shopify Inc Cl A 0.1%
Value ($000) $918 Shares 11,790 Est. Cost $43.80 Unrealized +45.8%
VEA Vanguard FTSE Developed Mkt ET 0.1%
Value ($000) $854 Shares 17,824 Est. Cost $36.81 Unrealized
UBER Uber Technologies Inc 0.1%
Value ($000) $816 Shares 13,255 Est. Cost $44.81 Unrealized +16.7%
SPGI S&P Global Inc 0.1%
Value ($000) $796 Shares 1,808 Est. Cost $151.29 Unrealized +156.6%
TSLA Tesla Motors Inc 0.1%
Value ($000) $785 Shares 3,158 Est. Cost $215.81 Unrealized +10.1%
D Dominion Energy Inc 0.1%
Value ($000) $773 Shares 16,444 Est. Cost $40.74 Unrealized -1.4%
CAT Caterpillar Inc 0.1%
Value ($000) $755 Shares 2,555 Est. Cost $64.41 Unrealized +290.0%
FXAIX Fidelity Tr 500 Index Ins Prem 0.1%
Value ($000) $744 Shares 4,496 Est. Cost $155.26 Unrealized
MRVL Marvell Technology Group Ltd 0.1%
Value ($000) $732 Shares 12,129 Est. Cost $47.96 Unrealized +11.8%
EA Electronic Arts Inc 0.1%
Value ($000) $729 Shares 5,331 Est. Cost $127.37 Unrealized +2.6%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $725 Shares 4,887 Est. Cost $34.64 Unrealized +309.9%
UNP Union Pacific Corp 0.1%
Value ($000) $659 Shares 2,682 Est. Cost $136.47 Unrealized +53.3%
INTU Intuit 0.1%
Value ($000) $577 Shares 923 Est. Cost $340.70 Unrealized +59.9%
DHR Danaher Corp 0.1%
Value ($000) $555 Shares 2,398 Est. Cost $77.58 Unrealized +171.1%
AMT American Tower Corp 0.1%
Value ($000) $530 Shares 2,453 Est. Cost $118.07 Unrealized +48.3%
EYPT Eyepoint Pharmaceuticals Inc N 0.1%
Value ($000) $514 Shares 22,253 Est. Cost $11.18 Unrealized 0.0%
AZO Autozone Inc 0.1%
Value ($000) $509 Shares 197 Est. Cost $1160.52 Unrealized +123.5%
SLF Sun Life Financial Inc Com 0.1%
Value ($000) $500 Shares 9,647 Est. Cost $55.28 Unrealized -11.0%
ADBE Adobe Inc 0.1%
Value ($000) $493 Shares 826 Est. Cost $489.86 Unrealized +17.7%
PAYX Paychex Inc 0.1%
Value ($000) $490 Shares 4,110 Est. Cost $46.97 Unrealized +136.5%
XLK Select Sector SPDR Tr Technolo 0.1%
Value ($000) $481 Shares 2,500 Est. Cost $80.40 Unrealized
GEHC GE Healthcare Technologies Inc 0.1%
Value ($000) $458 Shares 5,922 Est. Cost $71.08 Unrealized -1.8%
Alteryx Inc Cl A 0.1%
Value ($000) $445 Shares 9,442 Est. Cost $38.18 Unrealized
HanesBrands Inc 0.1%
Value ($000) $436 Shares 97,791 Est. Cost $33.67 Unrealized
FCX Freeport-Mcmoran Inc CL B 0.1%
Value ($000) $434 Shares 10,204 Est. Cost $24.57 Unrealized +46.1%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $413 Shares 784 Est. Cost $308.43 Unrealized +65.8%
MKC McCormick & Co Inc 0.0%
Value ($000) $412 Shares 6,025 Est. Cost $63.93 Unrealized -3.1%
ALDX Aldeyra Therapeutics Inc 0.0%
Value ($000) $410 Shares 116,704 Est. Cost $4.31 Unrealized -28.4%
BCYC Bicycle Therapeutics PLC Sp AD 0.0%
Value ($000) $388 Shares 21,479 Est. Cost $31.68 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $387 Shares 2,930 Est. Cost $134.83 Unrealized -11.0%
RARE Ultragenyx Pharmaceutical Inc 0.0%
Value ($000) $385 Shares 8,060 Est. Cost $38.77 Unrealized 0.0%
HON Honeywell Intl Inc 0.0%
Value ($000) $373 Shares 1,781 Est. Cost $111.18 Unrealized +55.0%
CFLT Confluent Inc Class A Com 0.0%
Value ($000) $373 Shares 15,961 Est. Cost $24.16 Unrealized 0.0%
HSY Hershey Co 0.0%
Value ($000) $366 Shares 1,965 Est. Cost $70.64 Unrealized +151.5%
MA Mastercard Inc 0.0%
Value ($000) $364 Shares 853 Est. Cost $324.54 Unrealized +22.4%
TDW Tidewater Inc Com 0.0%
Value ($000) $361 Shares 5,000 Est. Cost $64.75 Unrealized 0.0%
EQT EQT Corp Com 0.0%
Value ($000) $348 Shares 9,001 Est. Cost $36.07 Unrealized +9.0%
NVS Novartis AG SP ADR 0.0%
Value ($000) $346 Shares 3,428 Est. Cost $72.47 Unrealized
GFAFX Growth Fund America Inc CL F-1 0.0%
Value ($000) $344 Shares 5,493 Est. Cost $51.06 Unrealized
BA Boeing Co 0.0%
Value ($000) $339 Shares 1,301 Est. Cost $111.87 Unrealized +91.2%
LIN Linde PLC 0.0%
Value ($000) $326 Shares 793 Est. Cost $322.30 Unrealized +19.0%
BP BP PLC SP ADR 0.0%
Value ($000) $313 Shares 8,840 Est. Cost $42.64 Unrealized
ELME Elme Communities Sh Ben Int 0.0%
Value ($000) $298 Shares 20,430 Est. Cost $16.67 Unrealized
BABA Alibaba Group Holding Ltd SP A 0.0%
Value ($000) $295 Shares 3,803 Est. Cost $86.34 Unrealized
ELV Elevance Health Inc Com 0.0%
Value ($000) $294 Shares 623 Est. Cost $286.17 Unrealized +56.1%
WSO Watsco Inc 0.0%
Value ($000) $289 Shares 675 Est. Cost $293.75 Unrealized +31.9%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $287 Shares 3,802 Est. Cost $49.31 Unrealized +35.3%
VTSAX Vanguard Total Stock Index Adm 0.0%
Value ($000) $285 Shares 2,468 Est. Cost $103.40 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $264 Shares 3,200 Est. Cost $62.49 Unrealized +23.2%
RMD ResMed Inc 0.0%
Value ($000) $259 Shares 1,505 Est. Cost $127.75 Unrealized +18.0%
VPCCX Vanguard PRIMECAP Core Inv 0.0%
Value ($000) $258 Shares 8,120 Est. Cost $30.44 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $252 Shares 4,214 Est. Cost $41.76 Unrealized +40.4%
WM Waste Management Inc 0.0%
Value ($000) $242 Shares 1,351 Est. Cost $107.46 Unrealized +51.2%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $239 Shares 9,154 Est. Cost $64.61 Unrealized
TE Connectivity Ltd Reg 0.0%
Value ($000) $237 Shares 1,690 Est. Cost $131.15 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $233 Shares 1,368 Est. Cost $134.77 Unrealized +8.0%
T AT&T Inc 0.0%
Value ($000) $233 Shares 13,880 Est. Cost $11.81 Unrealized +20.4%
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $218 Shares 920 Est. Cost $83.55 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $215 Shares 4,374 Est. Cost $37.17 Unrealized +10.4%
IBM Intl Business Machines 0.0%
Value ($000) $215 Shares 1,312 Est. Cost $105.00 Unrealized +34.8%
TJX TJX Cos Inc 0.0%
Value ($000) $212 Shares 2,260 Est. Cost $85.34 Unrealized +2.3%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $204 Shares 1,895 Est. Cost $68.10 Unrealized +31.7%
ET Energy Transfer LP Com UT Ltd 0.0%
Value ($000) $173 Shares 12,500 Est. Cost $11.87 Unrealized
CRK Comstock Resources Inc 0.0%
Value ($000) $89 Shares 10,000 Est. Cost $10.71 Unrealized 0.0%
Superior Drilling Prods Inc 0.0%
Value ($000) $55 Shares 77,704 Est. Cost $6.51 Unrealized
Akita Drilling Ltd Cl A Non-Vt 0.0%
Value ($000) $24 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 -13.3%
Jason Industries Inc 0.0%
Value ($000) $0 Shares 10,668 Est. Cost $1.58 Unrealized