WOODSTOCK CORP Diversified Active

CIK: 0001008877 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 11, 2024

Total Value ($000): $1,039,261 (100.0% shares, 0.0% debt)

Holdings (165)

NVDA NVIDIA Corp 8.3%
Value ($000) $86,604 Shares 713,143 Est. Cost $91.46 Unrealized +29.1%
MSFT Microsoft Corp 6.8%
Value ($000) $70,333 Shares 163,451 Est. Cost $30.40 Unrealized +1291.9%
ORLY O'Reilly Automotive Inc 4.5%
Value ($000) $46,726 Shares 40,575 Est. Cost $7.42 Unrealized +890.6%
ISRG Intuitive Surgical Inc 4.1%
Value ($000) $42,848 Shares 87,218 Est. Cost $261.83 Unrealized +77.8%
AAPL Apple Inc 3.9%
Value ($000) $40,183 Shares 172,459 Est. Cost $83.98 Unrealized +164.3%
GOOG Alphabet Inc Class C 2.7%
Value ($000) $27,609 Shares 165,134 Est. Cost $107.09 Unrealized +57.1%
HD Home Depot Inc 2.3%
Value ($000) $24,105 Shares 59,490 Est. Cost $59.81 Unrealized +489.6%
FTNT Fortinet Inc 2.2%
Value ($000) $23,000 Shares 296,587 Est. Cost $49.00 Unrealized +39.4%
COST Costco Wholesale Corp 1.9%
Value ($000) $19,402 Shares 21,886 Est. Cost $112.13 Unrealized +668.7%
ORCL Oracle Corp 1.9%
Value ($000) $19,351 Shares 113,564 Est. Cost $27.96 Unrealized +411.7%
GOOGL Alphabet Inc Class A 1.8%
Value ($000) $19,082 Shares 115,056 Est. Cost $106.38 Unrealized +56.7%
ABBV Abbvie Inc 1.8%
Value ($000) $18,933 Shares 95,874 Est. Cost $40.25 Unrealized +343.9%
RTX Rtx Corporation Com 1.8%
Value ($000) $18,365 Shares 151,580 Est. Cost $56.95 Unrealized +95.0%
ADP Automatic Data Processing Inc 1.6%
Value ($000) $16,202 Shares 58,548 Est. Cost $50.87 Unrealized +398.3%
IWR iShares Russell Mid-Cap ETF 1.5%
Value ($000) $15,290 Shares 173,479 Est. Cost $68.78 Unrealized
ABT Abbott Laboratories 1.4%
Value ($000) $14,996 Shares 131,529 Est. Cost $40.23 Unrealized +166.1%
JPM JPMorgan Chase & Co 1.4%
Value ($000) $14,969 Shares 70,991 Est. Cost $62.54 Unrealized +227.7%
PEP Pepsico Inc 1.4%
Value ($000) $14,951 Shares 87,920 Est. Cost $58.31 Unrealized +179.4%
JNJ Johnson & Johnson 1.4%
Value ($000) $14,278 Shares 88,105 Est. Cost $65.00 Unrealized +134.9%
MRK Merck & Co Inc 1.4%
Value ($000) $14,188 Shares 124,940 Est. Cost $37.42 Unrealized +201.9%
XOM Exxon Mobil Corp 1.3%
Value ($000) $14,017 Shares 119,581 Est. Cost $55.74 Unrealized +97.4%
PG Procter & Gamble Co 1.3%
Value ($000) $13,859 Shares 80,016 Est. Cost $56.74 Unrealized +189.4%
IDXX Idexx Laboratories Inc 1.3%
Value ($000) $13,017 Shares 25,766 Est. Cost $62.30 Unrealized +679.8%
ECL Ecolab Inc 1.2%
Value ($000) $12,661 Shares 49,585 Est. Cost $88.29 Unrealized +173.0%
FISV Fiserv Inc 1.2%
Value ($000) $12,598 Shares 70,124 Est. Cost $74.52 Unrealized +121.4%
MDT Medtronic PLC 1.1%
Value ($000) $11,892 Shares 132,093 Est. Cost $60.07 Unrealized +34.6%
ITW Illinois Tool Works Inc 1.1%
Value ($000) $11,628 Shares 44,370 Est. Cost $64.05 Unrealized +270.5%
APD Air Prods & Chems Inc 1.1%
Value ($000) $11,605 Shares 38,976 Est. Cost $113.73 Unrealized +131.4%
NEE Nextera Energy Inc 1.1%
Value ($000) $11,322 Shares 133,943 Est. Cost $54.19 Unrealized +38.1%
WMT Wal-Mart Stores Inc 1.1%
Value ($000) $11,108 Shares 137,565 Est. Cost $46.22 Unrealized +56.8%
EMR Emerson Electric Co 1.0%
Value ($000) $10,209 Shares 93,345 Est. Cost $45.75 Unrealized +129.7%
V Visa Inc CL A 1.0%
Value ($000) $10,070 Shares 36,626 Est. Cost $153.21 Unrealized +74.7%
TMO Thermo Fisher Scientific Inc 0.9%
Value ($000) $9,706 Shares 15,691 Est. Cost $179.56 Unrealized +228.1%
CSCO Cisco Systems Inc 0.9%
Value ($000) $9,613 Shares 180,624 Est. Cost $16.76 Unrealized +179.1%
SHEL Shell PLC Spon ADS 0.9%
Value ($000) $9,304 Shares 141,083 Est. Cost $56.36 Unrealized
TSCO Tractor Supply Co 0.9%
Value ($000) $9,089 Shares 31,240 Est. Cost $19.07 Unrealized +175.4%
BRK/B Berkshire Hathaway Inc CL B 0.9%
Value ($000) $9,064 Shares 19,694 Est. Cost $206.51 Unrealized +114.1%
STT State Street Corp 0.9%
Value ($000) $8,842 Shares 99,943 Est. Cost $52.10 Unrealized +51.2%
QCOM Qualcomm Inc 0.8%
Value ($000) $8,642 Shares 50,823 Est. Cost $52.26 Unrealized +227.5%
IRM Iron Mountain Inc 0.8%
Value ($000) $8,026 Shares 67,546 Est. Cost $21.72 Unrealized +370.0%
CB Chubb Limited 0.8%
Value ($000) $7,949 Shares 27,563 Est. Cost $105.78 Unrealized +156.0%
DIS Disney Walt Co 0.8%
Value ($000) $7,908 Shares 82,208 Est. Cost $73.90 Unrealized +22.6%
APA Apa Corporation 0.7%
Value ($000) $7,540 Shares 308,253 Est. Cost $21.71 Unrealized +21.4%
CVX Chevron Corp 0.7%
Value ($000) $7,506 Shares 50,968 Est. Cost $105.83 Unrealized +32.3%
VWO Vanguard FTSE Emerging Mkt ETF 0.7%
Value ($000) $7,423 Shares 155,122 Est. Cost $41.88 Unrealized
LLY Lilly Eli & Co 0.7%
Value ($000) $7,221 Shares 8,151 Est. Cost $191.82 Unrealized +364.2%
FDX Fedex Corp 0.7%
Value ($000) $6,966 Shares 25,452 Est. Cost $215.16 Unrealized +30.7%
ROP Roper Technologies Inc 0.6%
Value ($000) $6,458 Shares 11,606 Est. Cost $158.85 Unrealized +242.8%
BAC Bank America Corp 0.6%
Value ($000) $6,299 Shares 158,746 Est. Cost $17.56 Unrealized +120.8%
MMM 3M Co 0.6%
Value ($000) $6,297 Shares 46,065 Est. Cost $77.09 Unrealized +54.5%
CMCSA Comcast Corp CL A 0.6%
Value ($000) $6,151 Shares 147,252 Est. Cost $27.26 Unrealized +38.5%
UPS United Parcel Service Inc CL B 0.6%
Value ($000) $6,113 Shares 44,837 Est. Cost $84.17 Unrealized +43.2%
SYY Sysco Corp 0.6%
Value ($000) $6,057 Shares 77,595 Est. Cost $27.95 Unrealized +158.0%
AMAT Applied Materials Inc 0.6%
Value ($000) $6,038 Shares 29,886 Est. Cost $122.60 Unrealized +65.1%
SYK Stryker Corp 0.6%
Value ($000) $5,805 Shares 16,068 Est. Cost $104.38 Unrealized +226.2%
REGN Regeneron Pharmaceuticals 0.5%
Value ($000) $5,424 Shares 5,160 Est. Cost $724.65 Unrealized +52.7%
ADI Analog Devices Inc 0.5%
Value ($000) $5,241 Shares 22,772 Est. Cost $102.05 Unrealized +115.7%
ZS Zscaler Inc 0.5%
Value ($000) $5,138 Shares 30,059 Est. Cost $182.63 Unrealized 0.0%
AMZN Amazon.com Inc 0.5%
Value ($000) $5,103 Shares 27,387 Est. Cost $124.92 Unrealized +46.1%
AMGN Amgen Inc 0.5%
Value ($000) $4,812 Shares 14,934 Est. Cost $193.63 Unrealized +61.7%
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $4,746 Shares 21,485 Est. Cost $196.55 Unrealized
FLS Flowserve Corp 0.4%
Value ($000) $4,456 Shares 86,213 Est. Cost $34.02 Unrealized +38.4%
MCD McDonalds Corp 0.4%
Value ($000) $4,378 Shares 14,377 Est. Cost $80.13 Unrealized +232.8%
SPY SPDR S&P 500 ETF Tr Tr Unit 0.4%
Value ($000) $4,265 Shares 7,434 Est. Cost $364.19 Unrealized
LOW Lowes Cos Inc 0.4%
Value ($000) $4,250 Shares 15,690 Est. Cost $136.02 Unrealized +73.6%
Southwestern Energy Co 0.4%
Value ($000) $4,167 Shares 586,035 Est. Cost $4.92 Unrealized
DXCM DexCom Inc 0.4%
Value ($000) $4,098 Shares 61,127 Est. Cost $99.13 Unrealized -17.2%
GNRC Generac Holdings Inc 0.4%
Value ($000) $3,727 Shares 23,456 Est. Cost $163.19 Unrealized -9.1%
SO Southern Co 0.3%
Value ($000) $3,588 Shares 39,783 Est. Cost $52.80 Unrealized +54.6%
PFE Pfizer Inc 0.3%
Value ($000) $3,563 Shares 123,124 Est. Cost $17.81 Unrealized +49.8%
KO Coca-Cola Co 0.3%
Value ($000) $3,557 Shares 49,497 Est. Cost $29.57 Unrealized +122.0%
OABI Omniab Inc 0.3%
Value ($000) $3,354 Shares 792,853 Est. Cost $4.58 Unrealized -5.5%
PNC PNC Financial Services Group I 0.3%
Value ($000) $3,201 Shares 17,316 Est. Cost $60.06 Unrealized +178.9%
GE General Electric Co New 0.3%
Value ($000) $3,172 Shares 16,820 Est. Cost $62.95 Unrealized +166.8%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $3,090 Shares 59,714 Est. Cost $44.52 Unrealized -1.9%
MDY SPDR S&P Midcap 400 ETF TR 0.3%
Value ($000) $2,990 Shares 5,248 Est. Cost $360.19 Unrealized
LGND Ligand Pharmaceuticals Inc 0.3%
Value ($000) $2,924 Shares 29,211 Est. Cost $41.71 Unrealized +141.4%
Nv5 Global Inc 0.3%
Value ($000) $2,794 Shares 29,892 Est. Cost $43.11 Unrealized
CVS CVS Health Corp 0.3%
Value ($000) $2,771 Shares 44,073 Est. Cost $45.34 Unrealized +21.7%
EFA iShares TR MSCI Eafe Etf 0.2%
Value ($000) $2,451 Shares 29,305 Est. Cost $66.67 Unrealized
VZ Verizon Communications Inc 0.2%
Value ($000) $2,332 Shares 51,916 Est. Cost $27.36 Unrealized +40.3%
SHW Sherwin Williams Co 0.2%
Value ($000) $2,312 Shares 6,058 Est. Cost $259.73 Unrealized +32.8%
LNC Lincoln Natl Corp Ind 0.2%
Value ($000) $2,215 Shares 70,293 Est. Cost $33.35 Unrealized -13.6%
BK Bank New York Mellon Corp 0.2%
Value ($000) $2,138 Shares 29,747 Est. Cost $24.98 Unrealized +155.6%
CL Colgate Palmolive Co 0.2%
Value ($000) $2,133 Shares 20,545 Est. Cost $50.49 Unrealized +95.9%
GD General Dynamics Corp 0.2%
Value ($000) $2,006 Shares 6,637 Est. Cost $118.07 Unrealized +142.7%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $1,943 Shares 4,177 Est. Cost $100.83 Unrealized +376.4%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,932 Shares 13,581 Est. Cost $66.25 Unrealized +102.5%
ENB Enbridge Inc 0.2%
Value ($000) $1,905 Shares 46,902 Est. Cost $24.74 Unrealized +43.6%
HDV iShares Core High Dv ETF 0.2%
Value ($000) $1,903 Shares 16,180 Est. Cost $84.36 Unrealized
CARR Carrier Global Corporation 0.2%
Value ($000) $1,885 Shares 23,422 Est. Cost $17.13 Unrealized +300.0%
IJR iShares S&P Small Cap 600 ETF 0.2%
Value ($000) $1,815 Shares 15,516 Est. Cost $98.84 Unrealized
AXP American Express Co 0.1%
Value ($000) $1,512 Shares 5,574 Est. Cost $63.96 Unrealized +283.2%
VRNS Varonis Systems Inc 0.1%
Value ($000) $1,447 Shares 25,612 Est. Cost $46.93 Unrealized +12.0%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,305 Shares 12,560 Est. Cost $47.48 Unrealized +95.9%
AKAM Akamai Technologies Inc 0.1%
Value ($000) $1,039 Shares 10,295 Est. Cost $50.29 Unrealized +93.8%
D Dominion Energy Inc 0.1%
Value ($000) $1,027 Shares 17,769 Est. Cost $41.52 Unrealized +23.2%
GEV GE Vernova Inc 0.1%
Value ($000) $998 Shares 3,914 Est. Cost $158.10 Unrealized +21.2%
HSY Hershey Co 0.1%
Value ($000) $981 Shares 5,116 Est. Cost $140.92 Unrealized +32.0%
ALDX Aldeyra Therapeutics Inc 0.1%
Value ($000) $975 Shares 180,806 Est. Cost $3.98 Unrealized +19.5%
UBER Uber Technologies Inc 0.1%
Value ($000) $971 Shares 12,920 Est. Cost $44.81 Unrealized +57.1%
VEA Vanguard FTSE Developed Mkt ET 0.1%
Value ($000) $947 Shares 17,930 Est. Cost $36.81 Unrealized
SHOP Shopify Inc Cl A 0.1%
Value ($000) $945 Shares 11,790 Est. Cost $43.80 Unrealized +57.7%
CAT Caterpillar Inc 0.1%
Value ($000) $892 Shares 2,280 Est. Cost $64.41 Unrealized +425.9%
MRVL Marvell Technology Group Ltd 0.1%
Value ($000) $875 Shares 12,129 Est. Cost $47.96 Unrealized +43.3%
NBIX Neurocrine Biosciences Inc 0.1%
Value ($000) $865 Shares 7,509 Est. Cost $42.40 Unrealized +223.3%
RARE Ultragenyx Pharmaceutical Inc 0.1%
Value ($000) $771 Shares 13,871 Est. Cost $41.40 Unrealized +23.0%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $767 Shares 4,709 Est. Cost $34.64 Unrealized +373.3%
EA Electronic Arts Inc 0.1%
Value ($000) $765 Shares 5,331 Est. Cost $127.37 Unrealized +13.1%
FXAIX Fidelity Tr 500 Index Ins Prem 0.1%
Value ($000) $762 Shares 3,798 Est. Cost $155.26 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $739 Shares 1,430 Est. Cost $151.29 Unrealized +223.8%
NSP Insperity Inc 0.1%
Value ($000) $728 Shares 8,274 Est. Cost $77.71 Unrealized +12.7%
TSLA Tesla Motors Inc 0.1%
Value ($000) $680 Shares 2,598 Est. Cost $215.81 Unrealized +5.7%
SLB Schlumberger Ltd 0.1%
Value ($000) $659 Shares 15,720 Est. Cost $47.97 Unrealized -11.0%
EYPT Eyepoint Pharmaceuticals Inc N 0.1%
Value ($000) $571 Shares 71,480 Est. Cost $13.22 Unrealized -33.6%
AMT American Tower Corp 0.1%
Value ($000) $570 Shares 2,453 Est. Cost $118.07 Unrealized +78.5%
DHR Danaher Corp 0.1%
Value ($000) $569 Shares 2,047 Est. Cost $77.58 Unrealized +238.3%
BCYC Bicycle Therapeutics PLC Sp AD 0.1%
Value ($000) $565 Shares 24,981 Est. Cost $30.73 Unrealized
XLK Select Sector SPDR Tr Technolo 0.1%
Value ($000) $564 Shares 2,500 Est. Cost $80.40 Unrealized
SLF Sun Life Financial Inc Com 0.1%
Value ($000) $560 Shares 9,647 Est. Cost $55.28 Unrealized -5.5%
NTLA Intellia Therapeutics Inc 0.1%
Value ($000) $525 Shares 25,550 Est. Cost $23.43 Unrealized -1.6%
FCX Freeport-Mcmoran Inc CL B 0.0%
Value ($000) $509 Shares 10,204 Est. Cost $24.57 Unrealized +80.0%
MKC McCormick & Co Inc 0.0%
Value ($000) $495 Shares 6,010 Est. Cost $63.93 Unrealized +17.5%
INTU Intuit 0.0%
Value ($000) $485 Shares 781 Est. Cost $340.70 Unrealized +85.8%
ADBE Adobe Inc 0.0%
Value ($000) $482 Shares 931 Est. Cost $489.07 Unrealized +12.1%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $479 Shares 5,104 Est. Cost $71.08 Unrealized +17.8%
AZO Autozone Inc 0.0%
Value ($000) $479 Shares 152 Est. Cost $1160.52 Unrealized +164.6%
PAYX Paychex Inc 0.0%
Value ($000) $453 Shares 3,375 Est. Cost $46.97 Unrealized +159.5%
AWK American Water Works Co Inc 0.0%
Value ($000) $428 Shares 2,930 Est. Cost $134.83 Unrealized +1.8%
GFAFX Growth Fund America Inc CL F-1 0.0%
Value ($000) $423 Shares 5,493 Est. Cost $51.06 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $412 Shares 1,672 Est. Cost $136.47 Unrealized +71.9%
BABA Alibaba Group Holding Ltd SP A 0.0%
Value ($000) $404 Shares 3,803 Est. Cost $86.34 Unrealized
NVS Novartis AG SP ADR 0.0%
Value ($000) $379 Shares 3,292 Est. Cost $72.47 Unrealized
LIN Linde PLC 0.0%
Value ($000) $378 Shares 793 Est. Cost $322.30 Unrealized +39.0%
ELME Elme Communities Sh Ben Int 0.0%
Value ($000) $362 Shares 20,563 Est. Cost $16.67 Unrealized
TDW Tidewater Inc Com 0.0%
Value ($000) $359 Shares 5,000 Est. Cost $64.75 Unrealized +34.6%
AFL Aflac Inc 0.0%
Value ($000) $358 Shares 3,200 Est. Cost $62.49 Unrealized +58.0%
MA Mastercard Inc 0.0%
Value ($000) $357 Shares 723 Est. Cost $324.54 Unrealized +42.3%
HON Honeywell Intl Inc 0.0%
Value ($000) $349 Shares 1,690 Est. Cost $111.18 Unrealized +69.4%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $341 Shares 583 Est. Cost $308.43 Unrealized +77.8%
WSO Watsco Inc 0.0%
Value ($000) $332 Shares 675 Est. Cost $293.75 Unrealized +63.6%
EQT EQT Corp Com 0.0%
Value ($000) $330 Shares 9,001 Est. Cost $36.07 Unrealized -7.4%
CFLT Confluent Inc Class A Com 0.0%
Value ($000) $325 Shares 15,961 Est. Cost $24.16 Unrealized -7.3%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $293 Shares 3,802 Est. Cost $49.31 Unrealized +47.8%
T AT&T Inc 0.0%
Value ($000) $291 Shares 13,205 Est. Cost $11.81 Unrealized +59.0%
RMD ResMed Inc 0.0%
Value ($000) $288 Shares 1,180 Est. Cost $127.75 Unrealized +72.8%
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $275 Shares 972 Est. Cost $94.23 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $266 Shares 1,202 Est. Cost $105.00 Unrealized +80.0%
TJX TJX Cos Inc 0.0%
Value ($000) $266 Shares 2,260 Est. Cost $85.34 Unrealized +32.1%
BP BP PLC SP ADR 0.0%
Value ($000) $260 Shares 8,274 Est. Cost $42.64 Unrealized
VTSAX Vanguard Total Stock Index Adm 0.0%
Value ($000) $255 Shares 1,852 Est. Cost $103.40 Unrealized
TEL TE Connectivity PLC 0.0%
Value ($000) $255 Shares 1,690 Est. Cost $146.90 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $242 Shares 1,171 Est. Cost $137.11 Unrealized +40.7%
ELV Elevance Health Inc Com 0.0%
Value ($000) $229 Shares 440 Est. Cost $286.17 Unrealized +82.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $222 Shares 3,930 Est. Cost $37.17 Unrealized +47.5%
DISRX BNY Mellon Family Of Funds Int 0.0%
Value ($000) $215 Shares 8,243 Est. Cost $25.02 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $210 Shares 4,071 Est. Cost $41.76 Unrealized +32.6%
ES Eversource Energy 0.0%
Value ($000) $203 Shares 2,986 Est. Cost $60.33 Unrealized 0.0%
VLO Valero Energy Corp 0.0%
Value ($000) $203 Shares 1,501 Est. Cost $135.69 Unrealized +2.7%
VTIAX Vanguard Tl Int Stock Index 0.0%
Value ($000) $202 Shares 5,815 Est. Cost $34.81 Unrealized
ET Energy Transfer LP Com UT Ltd 0.0%
Value ($000) $201 Shares 12,500 Est. Cost $11.87 Unrealized
CRK Comstock Resources Inc 0.0%
Value ($000) $111 Shares 10,000 Est. Cost $10.71 Unrealized -4.3%
DTI Drilling Tools Intl Corp 0.0%
Value ($000) $57 Shares 15,381 Est. Cost $4.56 Unrealized 0.0%
Akita Drilling Ltd Cl A Non-Vt 0.0%
Value ($000) $26 Shares 23,201 Est. Cost $0.46 Unrealized
Jason Industries Inc 0.0%
Value ($000) $0 Shares 10,668 Est. Cost $1.58 Unrealized