WOODSTOCK CORP Diversified Active

CIK: 0001008877 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 8, 2024

Total Value ($000): $983,432 (100.0% shares, 0.0% debt)

Holdings (165)

NVDA NVIDIA Corp 9.3%
Value ($000) $90,988 Shares 736,505 Est. Cost $91.46 Unrealized +10.5%
MSFT Microsoft Corp 7.5%
Value ($000) $73,608 Shares 164,689 Est. Cost $30.40 Unrealized +1272.7%
ORLY O'Reilly Automotive Inc 4.4%
Value ($000) $43,164 Shares 40,873 Est. Cost $7.42 Unrealized +832.2%
ISRG Intuitive Surgical Inc 4.2%
Value ($000) $41,214 Shares 92,647 Est. Cost $261.83 Unrealized +52.1%
AAPL Apple Inc 3.9%
Value ($000) $37,905 Shares 179,967 Est. Cost $83.98 Unrealized +120.4%
GOOG Alphabet Inc Class C 3.1%
Value ($000) $30,272 Shares 165,041 Est. Cost $107.09 Unrealized +57.7%
GOOGL Alphabet Inc Class A 2.1%
Value ($000) $20,914 Shares 114,816 Est. Cost $106.38 Unrealized +57.3%
HD Home Depot Inc 2.1%
Value ($000) $20,466 Shares 59,453 Est. Cost $59.81 Unrealized +447.6%
COST Costco Wholesale Corp 1.9%
Value ($000) $18,914 Shares 22,252 Est. Cost $112.13 Unrealized +590.1%
FTNT Fortinet Inc 1.9%
Value ($000) $18,387 Shares 305,074 Est. Cost $49.00 Unrealized +26.9%
ORCL Oracle Corp 1.7%
Value ($000) $16,644 Shares 117,877 Est. Cost $27.96 Unrealized +337.4%
ABBV Abbvie Inc 1.7%
Value ($000) $16,458 Shares 95,955 Est. Cost $40.25 Unrealized +290.4%
MRK Merck & Co Inc 1.6%
Value ($000) $15,714 Shares 126,933 Est. Cost $37.42 Unrealized +225.3%
RTX Rtx Corporation Com 1.6%
Value ($000) $15,373 Shares 153,134 Est. Cost $56.95 Unrealized +75.8%
PEP Pepsico Inc 1.5%
Value ($000) $14,500 Shares 87,915 Est. Cost $58.31 Unrealized +178.4%
JPM JPMorgan Chase & Co 1.5%
Value ($000) $14,381 Shares 71,099 Est. Cost $62.54 Unrealized +202.5%
IWR iShares Russell Mid-Cap ETF 1.4%
Value ($000) $14,151 Shares 174,529 Est. Cost $68.78 Unrealized
ADP Automatic Data Processing Inc 1.4%
Value ($000) $14,029 Shares 58,773 Est. Cost $50.87 Unrealized +365.1%
ABT Abbott Laboratories 1.4%
Value ($000) $13,580 Shares 130,691 Est. Cost $40.23 Unrealized +155.9%
JNJ Johnson & Johnson 1.4%
Value ($000) $13,322 Shares 91,148 Est. Cost $65.00 Unrealized +117.6%
IDXX Idexx Laboratories Inc 1.4%
Value ($000) $13,312 Shares 27,324 Est. Cost $62.30 Unrealized +705.8%
PG Procter & Gamble Co 1.3%
Value ($000) $13,232 Shares 80,231 Est. Cost $56.74 Unrealized +177.0%
XOM Exxon Mobil Corp 1.3%
Value ($000) $12,987 Shares 112,812 Est. Cost $52.48 Unrealized +109.8%
ECL Ecolab Inc 1.2%
Value ($000) $12,041 Shares 50,591 Est. Cost $88.29 Unrealized +157.3%
QCOM Qualcomm Inc 1.1%
Value ($000) $10,844 Shares 54,445 Est. Cost $52.26 Unrealized +249.0%
ITW Illinois Tool Works Inc 1.1%
Value ($000) $10,505 Shares 44,334 Est. Cost $64.05 Unrealized +269.8%
FISV Fiserv Inc 1.1%
Value ($000) $10,451 Shares 70,119 Est. Cost $74.52 Unrealized +103.1%
MDT Medtronic PLC 1.0%
Value ($000) $10,279 Shares 130,587 Est. Cost $59.83 Unrealized +30.5%
EMR Emerson Electric Co 1.0%
Value ($000) $10,159 Shares 92,223 Est. Cost $45.03 Unrealized +138.6%
SHEL Shell PLC Spon ADS 1.0%
Value ($000) $10,066 Shares 139,452 Est. Cost $56.25 Unrealized
V Visa Inc CL A 1.0%
Value ($000) $9,507 Shares 36,220 Est. Cost $151.92 Unrealized +78.3%
APD Air Prods & Chems Inc 1.0%
Value ($000) $9,442 Shares 36,589 Est. Cost $103.98 Unrealized +133.1%
NEE Nextera Energy Inc 1.0%
Value ($000) $9,361 Shares 132,194 Est. Cost $53.92 Unrealized +25.4%
WMT Wal-Mart Stores Inc 0.9%
Value ($000) $9,176 Shares 135,512 Est. Cost $45.82 Unrealized +35.2%
CSCO Cisco Systems Inc 0.9%
Value ($000) $8,585 Shares 180,701 Est. Cost $16.76 Unrealized +170.2%
TMO Thermo Fisher Scientific Inc 0.9%
Value ($000) $8,496 Shares 15,363 Est. Cost $170.82 Unrealized +233.5%
DIS Disney Walt Co 0.9%
Value ($000) $8,465 Shares 85,251 Est. Cost $73.90 Unrealized +42.8%
TSCO Tractor Supply Co 0.9%
Value ($000) $8,438 Shares 31,253 Est. Cost $19.07 Unrealized +174.3%
BRK/B Berkshire Hathaway Inc CL B 0.8%
Value ($000) $7,900 Shares 19,419 Est. Cost $203.17 Unrealized +101.1%
CVX Chevron Corp 0.8%
Value ($000) $7,653 Shares 48,923 Est. Cost $104.40 Unrealized +42.1%
FDX Fedex Corp 0.8%
Value ($000) $7,576 Shares 25,267 Est. Cost $215.16 Unrealized +17.0%
VWO Vanguard FTSE Emerging Mkt ETF 0.8%
Value ($000) $7,548 Shares 172,490 Est. Cost $41.88 Unrealized
APA Apa Corporation 0.8%
Value ($000) $7,544 Shares 256,260 Est. Cost $20.77 Unrealized +38.8%
LLY Lilly Eli & Co 0.7%
Value ($000) $7,269 Shares 8,029 Est. Cost $181.20 Unrealized +336.5%
CB Chubb Limited 0.7%
Value ($000) $7,092 Shares 27,803 Est. Cost $105.78 Unrealized +138.9%
STT State Street Corp 0.7%
Value ($000) $6,680 Shares 90,265 Est. Cost $49.24 Unrealized +43.2%
AMAT Applied Materials Inc 0.7%
Value ($000) $6,642 Shares 28,144 Est. Cost $117.66 Unrealized +79.7%
ROP Roper Technologies Inc 0.7%
Value ($000) $6,612 Shares 11,731 Est. Cost $158.85 Unrealized +235.7%
IRM Iron Mountain Inc 0.7%
Value ($000) $6,433 Shares 71,781 Est. Cost $21.72 Unrealized +253.0%
BAC Bank America Corp 0.6%
Value ($000) $6,279 Shares 157,892 Est. Cost $17.56 Unrealized +109.8%
CMCSA Comcast Corp CL A 0.6%
Value ($000) $6,080 Shares 155,271 Est. Cost $27.26 Unrealized +36.2%
SYY Sysco Corp 0.6%
Value ($000) $5,492 Shares 76,935 Est. Cost $27.95 Unrealized +154.6%
SYK Stryker Corp 0.5%
Value ($000) $5,317 Shares 15,628 Est. Cost $97.73 Unrealized +241.1%
UPS United Parcel Service Inc CL B 0.5%
Value ($000) $5,083 Shares 37,146 Est. Cost $76.65 Unrealized +69.6%
ADI Analog Devices Inc 0.5%
Value ($000) $5,023 Shares 22,004 Est. Cost $97.93 Unrealized +112.0%
AMZN Amazon.com Inc 0.5%
Value ($000) $4,983 Shares 25,785 Est. Cost $121.35 Unrealized +51.4%
REGN Regeneron Pharmaceuticals 0.5%
Value ($000) $4,855 Shares 4,619 Est. Cost $679.90 Unrealized +41.8%
MMM 3M Co 0.5%
Value ($000) $4,698 Shares 45,975 Est. Cost $77.09 Unrealized +22.3%
AMGN Amgen Inc 0.5%
Value ($000) $4,638 Shares 14,845 Est. Cost $193.63 Unrealized +44.2%
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $4,512 Shares 22,240 Est. Cost $196.55 Unrealized
FLS Flowserve Corp 0.4%
Value ($000) $4,339 Shares 90,209 Est. Cost $34.02 Unrealized +37.0%
SPY SPDR S&P 500 ETF Tr Tr Unit 0.4%
Value ($000) $4,011 Shares 7,371 Est. Cost $364.19 Unrealized
Southwestern Energy Co 0.4%
Value ($000) $3,947 Shares 586,535 Est. Cost $4.92 Unrealized
DXCM DexCom Inc 0.4%
Value ($000) $3,841 Shares 33,881 Est. Cost $112.81 Unrealized +12.1%
MCD McDonalds Corp 0.4%
Value ($000) $3,760 Shares 14,754 Est. Cost $80.13 Unrealized +218.3%
CVS CVS Health Corp 0.4%
Value ($000) $3,639 Shares 61,618 Est. Cost $45.34 Unrealized +29.1%
PFE Pfizer Inc 0.3%
Value ($000) $3,283 Shares 117,327 Est. Cost $17.37 Unrealized +42.6%
KO Coca-Cola Co 0.3%
Value ($000) $3,150 Shares 49,497 Est. Cost $29.57 Unrealized +99.2%
LOW Lowes Cos Inc 0.3%
Value ($000) $3,025 Shares 13,722 Est. Cost $121.66 Unrealized +81.9%
SO Southern Co 0.3%
Value ($000) $2,930 Shares 37,773 Est. Cost $51.27 Unrealized +40.0%
GNRC Generac Holdings Inc 0.3%
Value ($000) $2,855 Shares 21,592 Est. Cost $164.47 Unrealized -16.0%
OABI Omniab Inc 0.3%
Value ($000) $2,815 Shares 750,543 Est. Cost $4.59 Unrealized -0.8%
MDY SPDR S&P Midcap 400 ETF TR 0.3%
Value ($000) $2,794 Shares 5,221 Est. Cost $360.19 Unrealized
Nv5 Global Inc 0.3%
Value ($000) $2,779 Shares 29,892 Est. Cost $43.11 Unrealized
PNC PNC Financial Services Group I 0.3%
Value ($000) $2,702 Shares 17,381 Est. Cost $60.06 Unrealized +144.1%
GE General Electric Co New 0.3%
Value ($000) $2,677 Shares 16,841 Est. Cost $62.95 Unrealized +150.9%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $2,493 Shares 60,022 Est. Cost $44.52 Unrealized -7.9%
LGND Ligand Pharmaceuticals Inc 0.2%
Value ($000) $2,453 Shares 29,111 Est. Cost $41.71 Unrealized +90.8%
EFA iShares TR MSCI Eafe Etf 0.2%
Value ($000) $2,341 Shares 29,885 Est. Cost $66.67 Unrealized
LNC Lincoln Natl Corp Ind 0.2%
Value ($000) $2,186 Shares 70,293 Est. Cost $33.35 Unrealized -17.4%
VZ Verizon Communications Inc 0.2%
Value ($000) $2,169 Shares 52,588 Est. Cost $27.36 Unrealized +33.3%
ENB Enbridge Inc 0.2%
Value ($000) $2,111 Shares 59,316 Est. Cost $24.74 Unrealized +30.8%
GD General Dynamics Corp 0.2%
Value ($000) $2,053 Shares 7,077 Est. Cost $118.07 Unrealized +140.6%
CL Colgate Palmolive Co 0.2%
Value ($000) $2,025 Shares 20,865 Est. Cost $50.49 Unrealized +76.4%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $1,958 Shares 4,177 Est. Cost $100.83 Unrealized +330.5%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,938 Shares 14,021 Est. Cost $66.25 Unrealized +89.1%
BK Bank New York Mellon Corp 0.2%
Value ($000) $1,782 Shares 29,747 Est. Cost $24.98 Unrealized +123.1%
SHW Sherwin Williams Co 0.2%
Value ($000) $1,760 Shares 5,897 Est. Cost $257.41 Unrealized +18.5%
HDV iShares Core High Dv ETF 0.2%
Value ($000) $1,759 Shares 16,180 Est. Cost $84.36 Unrealized
IJR iShares S&P Small Cap 600 ETF 0.2%
Value ($000) $1,650 Shares 15,474 Est. Cost $98.84 Unrealized
CARR Carrier Global Corporation 0.2%
Value ($000) $1,503 Shares 23,822 Est. Cost $17.13 Unrealized +251.4%
AXP American Express Co 0.1%
Value ($000) $1,325 Shares 5,724 Est. Cost $63.96 Unrealized +255.4%
VRNS Varonis Systems Inc 0.1%
Value ($000) $1,229 Shares 25,612 Est. Cost $46.93 Unrealized -5.6%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,216 Shares 12,634 Est. Cost $47.48 Unrealized +97.4%
NBIX Neurocrine Biosciences Inc 0.1%
Value ($000) $1,034 Shares 7,509 Est. Cost $42.40 Unrealized +223.4%
UBER Uber Technologies Inc 0.1%
Value ($000) $939 Shares 12,920 Est. Cost $44.81 Unrealized +55.1%
AKAM Akamai Technologies Inc 0.1%
Value ($000) $927 Shares 10,295 Est. Cost $50.29 Unrealized +92.3%
SLB Schlumberger Ltd 0.1%
Value ($000) $923 Shares 19,570 Est. Cost $47.97 Unrealized -4.2%
D Dominion Energy Inc 0.1%
Value ($000) $890 Shares 18,169 Est. Cost $41.52 Unrealized +13.4%
VEA Vanguard FTSE Developed Mkt ETF 0.1%
Value ($000) $881 Shares 17,824 Est. Cost $36.81 Unrealized
FXAIX Fidelity Tr 500 Index Ins Prem 0.1%
Value ($000) $849 Shares 4,463 Est. Cost $155.26 Unrealized
MRVL Marvell Technology Group Ltd 0.1%
Value ($000) $848 Shares 12,129 Est. Cost $47.96 Unrealized +45.3%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $826 Shares 4,759 Est. Cost $34.64 Unrealized +418.4%
CAT Caterpillar Inc 0.1%
Value ($000) $793 Shares 2,380 Est. Cost $64.41 Unrealized +425.9%
SHOP Shopify Inc Cl A 0.1%
Value ($000) $779 Shares 11,790 Est. Cost $43.80 Unrealized +51.4%
SPGI S&P Global Inc 0.1%
Value ($000) $777 Shares 1,743 Est. Cost $151.29 Unrealized +180.1%
NSP Insperity Inc 0.1%
Value ($000) $755 Shares 8,274 Est. Cost $77.71 Unrealized +22.4%
EA Electronic Arts Inc 0.1%
Value ($000) $743 Shares 5,331 Est. Cost $127.37 Unrealized +2.6%
GEV GE Vernova Inc 0.1%
Value ($000) $717 Shares 4,182 Est. Cost $158.10 Unrealized 0.0%
HSY Hershey Co 0.1%
Value ($000) $674 Shares 3,666 Est. Cost $123.07 Unrealized +49.4%
ALDX Aldeyra Therapeutics Inc 0.1%
Value ($000) $598 Shares 180,806 Est. Cost $3.98 Unrealized -1.7%
TSLA Tesla Motors Inc 0.1%
Value ($000) $583 Shares 2,948 Est. Cost $215.81 Unrealized -19.0%
RARE Ultragenyx Pharmaceutical Inc 0.1%
Value ($000) $570 Shares 13,871 Est. Cost $41.40 Unrealized +3.1%
XLK Select Sector SPDR Tr Technology 0.1%
Value ($000) $566 Shares 2,500 Est. Cost $80.40 Unrealized
INTU Intuit 0.1%
Value ($000) $544 Shares 828 Est. Cost $340.70 Unrealized +80.3%
DHR Danaher Corp 0.1%
Value ($000) $538 Shares 2,152 Est. Cost $77.58 Unrealized +222.6%
ADBE Adobe Inc 0.1%
Value ($000) $517 Shares 931 Est. Cost $489.07 Unrealized -1.0%
BCYC Bicycle Therapeutics PLC Sp AD 0.1%
Value ($000) $506 Shares 24,981 Est. Cost $30.73 Unrealized
FCX Freeport-Mcmoran Inc CL B 0.1%
Value ($000) $496 Shares 10,204 Est. Cost $24.57 Unrealized +100.7%
AZO Autozone Inc 0.0%
Value ($000) $486 Shares 164 Est. Cost $1160.52 Unrealized +152.2%
EYPT Eyepoint Pharmaceuticals Inc N 0.0%
Value ($000) $482 Shares 55,387 Est. Cost $14.51 Unrealized -3.7%
AMT American Tower Corp 0.0%
Value ($000) $477 Shares 2,453 Est. Cost $118.07 Unrealized +49.3%
TDW Tidewater Inc Com 0.0%
Value ($000) $476 Shares 5,000 Est. Cost $64.75 Unrealized +52.3%
SLF Sun Life Financial Inc Com 0.0%
Value ($000) $473 Shares 9,647 Est. Cost $55.28 Unrealized -8.2%
CFLT Confluent Inc Class A Com 0.0%
Value ($000) $471 Shares 15,961 Est. Cost $24.16 Unrealized +18.9%
PAYX Paychex Inc 0.0%
Value ($000) $448 Shares 3,775 Est. Cost $46.97 Unrealized +147.7%
MKC McCormick & Co Inc 0.0%
Value ($000) $426 Shares 6,010 Est. Cost $63.93 Unrealized +9.0%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $414 Shares 5,316 Est. Cost $71.08 Unrealized +14.5%
GFAFX Growth Fund America Inc CL F-1 0.0%
Value ($000) $402 Shares 5,493 Est. Cost $51.06 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $401 Shares 1,772 Est. Cost $136.47 Unrealized +65.2%
AWK American Water Works Co Inc 0.0%
Value ($000) $378 Shares 2,930 Est. Cost $134.83 Unrealized -9.7%
HON Honeywell Intl Inc 0.0%
Value ($000) $365 Shares 1,710 Est. Cost $111.18 Unrealized +65.3%
NVS Novartis AG SP ADR 0.0%
Value ($000) $349 Shares 3,278 Est. Cost $72.47 Unrealized
LIN Linde PLC 0.0%
Value ($000) $348 Shares 793 Est. Cost $322.30 Unrealized +33.6%
EQT EQT Corp Com 0.0%
Value ($000) $333 Shares 9,001 Est. Cost $36.07 Unrealized +6.2%
ELME Elme Communities Sh Ben Int 0.0%
Value ($000) $328 Shares 20,563 Est. Cost $16.67 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $324 Shares 734 Est. Cost $324.54 Unrealized +39.2%
WSO Watsco Inc 0.0%
Value ($000) $313 Shares 675 Est. Cost $293.75 Unrealized +55.6%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $306 Shares 600 Est. Cost $308.43 Unrealized +53.4%
BP BP PLC SP ADR 0.0%
Value ($000) $299 Shares 8,274 Est. Cost $42.64 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $286 Shares 3,200 Est. Cost $62.49 Unrealized +32.9%
NTLA Intellia Therapeutics Inc 0.0%
Value ($000) $282 Shares 12,612 Est. Cost $23.81 Unrealized 0.0%
BABA Alibaba Group Holding Ltd SP A 0.0%
Value ($000) $274 Shares 3,803 Est. Cost $86.34 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $269 Shares 1,405 Est. Cost $127.75 Unrealized +56.6%
T AT&T Inc 0.0%
Value ($000) $265 Shares 13,880 Est. Cost $11.81 Unrealized +36.9%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $263 Shares 4,165 Est. Cost $41.76 Unrealized +48.5%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $259 Shares 3,802 Est. Cost $49.31 Unrealized +33.9%
TE Connectivity Ltd Reg 0.0%
Value ($000) $254 Shares 1,690 Est. Cost $131.15 Unrealized
TJX TJX Cos Inc 0.0%
Value ($000) $249 Shares 2,260 Est. Cost $85.34 Unrealized +15.6%
ELV Elevance Health Inc Com 0.0%
Value ($000) $247 Shares 456 Est. Cost $286.17 Unrealized +79.5%
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $246 Shares 920 Est. Cost $83.55 Unrealized
VTSAX Vanguard Total Stock Index Adm 0.0%
Value ($000) $241 Shares 1,852 Est. Cost $103.40 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $239 Shares 4,030 Est. Cost $37.17 Unrealized +53.0%
VLO Valero Energy Corp 0.0%
Value ($000) $235 Shares 1,501 Est. Cost $135.69 Unrealized +13.1%
IBM Intl Business Machines 0.0%
Value ($000) $227 Shares 1,312 Est. Cost $105.00 Unrealized +58.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $219 Shares 1,124 Est. Cost $134.77 Unrealized +30.7%
BA Boeing Co 0.0%
Value ($000) $218 Shares 1,196 Est. Cost $111.87 Unrealized +59.3%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $214 Shares 1,855 Est. Cost $68.10 Unrealized +55.4%
DISRX BNY Mellon Family Of Funds Int 0.0%
Value ($000) $206 Shares 8,243 Est. Cost $25.02 Unrealized
ET Energy Transfer LP Com UT Ltd 0.0%
Value ($000) $203 Shares 12,500 Est. Cost $11.87 Unrealized
CRK Comstock Resources Inc 0.0%
Value ($000) $104 Shares 10,000 Est. Cost $10.71 Unrealized -2.2%
Superior Drilling Prods Inc 0.0%
Value ($000) $101 Shares 77,704 Est. Cost $6.51 Unrealized
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) $4 Shares 10,000 Est. Cost $0.61 Unrealized -20.0%
Jason Industries Inc 0.0%
Value ($000) $0 Shares 10,668 Est. Cost $1.58 Unrealized