Sponsored

The Analysis of WOODSTOCK CORP's Holdings & P&L

Currently, WOODSTOCK CORP holds 156 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in AMZN (+12.1K shares, valued at $2.5M), NFLX (+22.3K shares, valued at $2.1M), ZS (+10.2K shares, valued at $1.4M); decreased their positions in NVDA (-32.9K shares, valued at $5.7M), FTNT (-18.9K shares, valued at $1.5M), N/A (-4.4K shares, valued at $1.2M); initiated new positions in NFLX (+22.3K shares, valued at $2.1M), N/A (+17.0K shares, valued at $311.7K), META (+470 shares, valued at $268.9K).

1M P&L

+25.5M+2.46%

3M P&L

+17.9M+1.71%

HY P&L

+42.1M+4.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors109.0M

11.1%

2Software - Infrastructure103.5M

10.5%

3Drug Manufacturers - General60.8M

6.2%

Top Industries by Stock Count

1N/A12 stocks

8.8%

2Biotechnology9 stocks

6.6%

3Drug Manufacturers - General7 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA Corp546.5K shares-5.68%2026-03-312026-04-08

MSFT Microsoft Corp158.3K shares-0.10%2026-03-312026-04-08

ORLY O'Reilly Automotive Inc556.5K shares-0.31%2026-03-312026-04-08

Alphabet Inc Class C Alphabet Inc Class C158.3K shares-1.42%2026-03-312026-04-08

AAPL Apple Inc167.5K shares-0.73%2026-03-312026-04-08

ISRG Intuitive Surgical Inc81.0K shares-1.56%2026-03-312026-04-08

Alphabet Inc Class A Alphabet Inc Class A112.3K shares-0.93%2026-03-312026-04-08

RTX Rtx Corporation Com145.3K shares-2.39%2026-03-312026-04-08

Sponsored

COST Costco Wholesale Corp21.9K shares-1.06%2026-03-312026-04-08

JPM JPMorgan Chase & Co68.9K shares-0.01%2026-03-312026-04-08

ABBV Abbvie Inc93.1K shares-0.05%2026-03-312026-04-08

XOM Exxon Mobil Corp118.3K shares-1.27%2026-03-312026-04-08

HD Home Depot Inc60.1K shares-0.32%2026-03-312026-04-08

JNJ Johnson & Johnson80.4K shares-0.50%2026-03-312026-04-08

FTNT Fortinet Inc234.5K shares-7.45%2026-03-312026-04-08

WMT Wal-Mart Stores Inc140.1K shares-2.00%2026-03-312026-04-08

Sponsored

IWR iShares Russell Mid-Cap ETF159.9K shares-2.11%2026-03-312026-04-08

ORCL Oracle Corp105.5K shares-3.75%2026-03-312026-04-08

REGN Regeneron Pharmaceuticals19.9K shares6.48%2026-03-312026-04-08

Merck & Co Inc Merck & Co Inc124.5K shares0.66%2026-03-312026-04-08

Apa Corporation Apa Corporation352.7K shares7.67%2026-03-312026-04-08

SHEL Shell PLC Spon ADS152.7K shares4.84%2026-03-312026-04-08

ABT Abbott Laboratories137.0K shares1.12%2026-03-312026-04-08

CSCO Cisco Systems Inc174.3K shares-0.37%2026-03-312026-04-08

Sponsored

PEP Pepsico Inc85.9K shares-1.52%2026-03-312026-04-08

IDXX Idexx Laboratories Inc23.7K shares-2.11%2026-03-312026-04-08

ECL Ecolab Inc48.0K shares-0.77%2026-03-312026-04-08

NEE Nextera Energy Inc137.6K shares-0.92%2026-03-312026-04-08

EMR Emerson Electric Co96.0K shares0.06%2026-03-312026-04-08

STT State Street Corp96.9K shares-0.87%2026-03-312026-04-08

FDX Fedex Corp34.0K shares0.15%2026-03-312026-04-08

ITW Illinois Tool Works Inc46.2K shares0.66%2026-03-312026-04-08

Sponsored

V Visa Inc CL A38.7K shares1.18%2026-03-312026-04-08

ADP Automatic Data Processing Inc55.9K shares-0.38%2026-03-312026-04-08

LLY Lilly Eli & Co12.1K shares0.94%2026-03-312026-04-08

AMAT Applied Materials Inc32.2K shares-1.01%2026-03-312026-04-08

CVX Chevron Corp52.2K shares9.66%2026-03-312026-04-08

Medtronic PLC Medtronic PLC122.1K shares-0.61%2026-03-312026-04-08

PG Procter & Gamble Co72.6K shares-2.85%2026-03-312026-04-08

Berkshire Hathaway Inc CL B Berkshire Hathaway Inc CL B21.5K shares2.58%2026-03-312026-04-08

Sponsored

AMZN Amazon.com Inc49.1K shares32.53%2026-03-312026-04-08

APD Air Prods & Chems Inc34.4K shares-4.75%2026-03-312026-04-08

CB Chubb Limited26.6K shares-0.26%2026-03-312026-04-08

ZS Zscaler Inc60.9K shares20.23%2026-03-312026-04-08

ADI Analog Devices Inc24.7K shares0.28%2026-03-312026-04-08

BAC Bank America Corp158.6K shares-0.33%2026-03-312026-04-08

DIS Disney Walt Co79.5K shares2.02%2026-03-312026-04-08

TMO Thermo Fisher Scientific Inc14.5K shares1.91%2026-03-312026-04-08

Sponsored

IRM Iron Mountain Inc65.5K shares2.79%2026-03-312026-04-08

TSCO Tractor Supply Co145.2K shares-0.37%2026-03-312026-04-08

MMM 3M Co45.2K shares-0.56%2026-03-312026-04-08

VWO Vanguard FTSE Emerging Mkt ETF120.4K shares-0.12%2026-03-312026-04-08

SO Southern Co66.2K shares1.74%2026-03-312026-04-08

SPY State Street Spdr S&P 500 Etf9.1K shares2.19%2026-03-312026-04-08

SYY Sysco Corp79.5K shares0.37%2026-03-312026-04-08

QCOM Qualcomm Inc42.6K shares-4.63%2026-03-312026-04-08

Sponsored

EXE Expand Energy Corporation Com46.0K shares-0.93%2026-03-312026-04-08

FI Fiserv Inc90.4K shares19.23%2026-03-312026-04-08

FLS Flowserve Corp68.2K shares-1.39%2026-03-312026-04-08

HSY Hershey Co24.1K shares28.08%2026-03-312026-04-08

GNRC Generac Holdings Inc25.6K shares-1.16%2026-03-312026-04-08

MCD McDonalds Corp14.7K shares2.55%2026-03-312026-04-08

ROP Roper Technologies Inc12.6K shares6.53%2026-03-312026-04-08

AMGN Amgen Inc12.6K shares-0.79%2026-03-312026-04-08

Sponsored

SYK Stryker Corp13.4K shares-5.18%2026-03-312026-04-08

DXCM DexCom Inc64.0K shares17.52%2026-03-312026-04-08

LOW Lowes Cos Inc16.5K shares0.48%2026-03-312026-04-08

LGND Ligand Pharmaceuticals Inc19.1K shares-4.42%2026-03-312026-04-08

MDY State Street Spdr S&P Midcap 46.1K shares0.08%2026-03-312026-04-08

CMCSA Comcast Corp CL A129.9K shares-0.47%2026-03-312026-04-08

PNC PNC Financial Services Group I17.4K shares0.35%2026-03-312026-04-08

KO Coca-Cola Co47.1K shares-4.08%2026-03-312026-04-08

Sponsored

BK Bank New York Mellon Corp29.1K shares0.00%2026-03-312026-04-08

UPS United Parcel Service Inc CL B33.5K shares-4.99%2026-03-312026-04-08

SHW Sherwin Williams Co10.2K shares31.70%2026-03-312026-04-08

General Electric Co New General Electric Co New9.9K shares-30.80%2026-03-312026-04-08

EFA iShares TR MSCI Eafe Etf28.6K shares-0.35%2026-03-312026-04-08

GEV GE Vernova Inc3.2K shares-4.29%2026-03-312026-04-08

PFE Pfizer Inc92.7K shares-6.08%2026-03-312026-04-08

GTLS Chart Industries Inc11.7K shares0.00%2026-03-312026-04-08

Sponsored

ENB Enbridge Inc44.0K shares-6.71%2026-03-312026-04-08

LNC Lincoln Natl Corp Ind65.7K shares-1.15%2026-03-312026-04-08

BMY Bristol-Myers Squibb Co37.7K shares-2.61%2026-03-312026-04-08

HDV iShares Core High Dv ETF16.2K shares0.00%2026-03-312026-04-08

NFLX Netflix Inc22.3K sharesnew addition2026-03-312026-04-08

General Dynamics Corp General Dynamics Corp6.1K shares-0.78%2026-03-312026-04-08

IWM iShares Russell 2000 ETF8.1K shares-28.15%2026-03-312026-04-08

CVS CVS Health Corp27.4K shares-9.46%2026-03-312026-04-08

Sponsored

VZ Verizon Communications Inc36.4K shares-27.04%2026-03-312026-04-08

VRTX Vertex Pharmaceuticals Inc4.0K shares0.00%2026-03-312026-04-08

CL Colgate Palmolive Co18.4K shares-0.51%2026-03-312026-04-08

OXY Occidental Petroleum Corp22.9K shares158.88%2026-03-312026-04-08

AXP American Express Co4.4K shares-5.20%2026-03-312026-04-08

CARR Carrier Global Corporation21.0K shares-0.14%2026-03-312026-04-08

D Dominion Energy Inc19.0K shares-4.00%2026-03-312026-04-08

Marvell Technology Group Ltd Marvell Technology Group Ltd11.7K shares0.86%2026-03-312026-04-08

Sponsored

MPC Marathon Petroleum Corp4.7K shares-0.21%2026-03-312026-04-08

AKAM Akamai Technologies Inc9.9K shares0.00%2026-03-312026-04-08

VEA Vanguard FTSE Developed Mkt ET17.2K shares0.00%2026-03-312026-04-08

CAT Caterpillar Inc1.6K shares0.00%2026-03-312026-04-08

KMB Kimberly Clark Corp11.3K shares-4.24%2026-03-312026-04-08

EA Electronic Arts Inc5.1K shares0.00%2026-03-312026-04-08

SHOP Shopify Inc Cl A8.5K shares0.00%2026-03-312026-04-08

NBIX Neurocrine Biosciences Inc7.2K shares0.00%2026-03-312026-04-08

Sponsored

UBER Uber Technologies Inc12.6K shares-2.70%2026-03-312026-04-08

EYPT Eyepoint Inc Com New68.5K shares0.00%2026-03-312026-04-08

TIC Tic Solutions Inc Com124.9K shares0.00%2026-03-312026-04-08

FCX Freeport-Mcmoran Inc CL B12.2K shares4.27%2026-03-312026-04-08

OTIS Otis Worldwide Corp9.1K shares-9.06%2026-03-312026-04-08

DVN Devon Energy Corp13.4K shares0.00%2026-03-312026-04-08

XLK Select Sector SPDR Tr Technolo5.0K shares0.00%2026-03-312026-04-08

SLF Sun Life Financial Inc Com9.6K shares0.00%2026-03-312026-04-08

Sponsored

SLB Slb Limited Com Stk11.1K shares-3.98%2026-03-312026-04-08

EQT Corp Com EQT Corp Com8.6K shares0.00%2026-03-312026-04-08

VRNS Varonis Systems Inc24.5K shares0.00%2026-03-312026-04-08

SPGI S&P Global Inc1.1K shares-1.04%2026-03-312026-04-08

AZO Autozone Inc143 shares0.00%2026-03-312026-04-08

NVS Novartis AG SP ADR3.0K shares-1.56%2026-03-312026-04-08

BMRN BioMarin Pharmaceutical Inc8.2K shares0.00%2026-03-312026-04-08

Fidelity Tr 500 Index Ins Prem Fidelity Tr 500 Index Ins Prem2.0K shares0.00%2026-03-312026-04-08

Sponsored

BABA Alibaba Group Holding Ltd SP A3.6K shares0.00%2026-03-312026-04-08

ALDX Aldeyra Therapeutics Inc266.8K shares0.00%2026-03-312026-04-08

IJR iShares S&P Small Cap 600 ETF3.4K shares-62.70%2026-03-312026-04-08

POET Poet Technologies Inc New67.9K shares0.00%2026-03-312026-04-08

Growth Fund America Inc CL F-1 Growth Fund America Inc CL F-15.5K shares0.00%2026-03-312026-04-08

VLO Valero Energy Corp1.4K shares0.00%2026-03-312026-04-08

TE Connectivity PLC TE Connectivity PLC1.7K shares0.00%2026-03-312026-04-08

AFL Aflac Inc3.2K shares0.00%2026-03-312026-04-08

Sponsored

T AT&T Inc11.7K shares-6.81%2026-03-312026-04-08

MA Mastercard Inc677 shares-0.44%2026-03-312026-04-08

VTI Vanguard Index Fds Total Stk M1.0K shares-7.07%2026-03-312026-04-08

AMT American Tower Corp1.9K shares0.00%2026-03-312026-04-08

GEHC GE Healthcare Technologies Inc4.5K shares-0.55%2026-03-312026-04-08

Linde PLC Linde PLC643 shares-0.31%2026-03-312026-04-08

TJX TJX Cos Inc2.0K shares0.00%2026-03-312026-04-08

Ouster Inc New Ouster Inc New17.0K sharesnew addition2026-03-312026-04-08

Sponsored

NSP Insperity Inc11.3K shares-0.20%2026-03-312026-04-08

CRK Comstock Resources Inc14.3K shares0.00%2026-03-312026-04-08

INTU Intuit662 shares-1.19%2026-03-312026-04-08

IBM Intl Business Machines1.2K shares3.88%2026-03-312026-04-08

META Meta Platforms Inc Cl A470 sharesnew addition2026-03-312026-04-08

RMD ResMed Inc1.2K shares0.00%2026-03-312026-04-08

APH Amphenol Corp Cl A2.0K shares0.00%2026-03-312026-04-08

MKC McCormick & Co Inc5.0K shares6.00%2026-03-312026-04-08

Sponsored

Vanguard Tl Int Stock Index Vanguard Tl Int Stock Index5.8K shares0.02%2026-03-312026-04-08

UNP Union Pacific Corp990 shares-5.26%2026-03-312026-04-08

Vanguard Total Stock Index Adm Vanguard Total Stock Index Adm1.5K shares0.00%2026-03-312026-04-08

TSLA Tesla Motors Inc605 shares0.83%2026-03-312026-04-08

HON Honeywell Intl Inc900 shares-17.05%2026-03-312026-04-08

GDRX Goodrx Holdings Inc Cl A102.0K shares0.00%2026-03-312026-04-08

DRTS Alpha Tau Medical Ltd Ordinary20.6K sharesnew addition2026-03-312026-04-08

BCYC Bicycle Therapeutics PLC Sp AD29.1K shares0.00%2026-03-312026-04-08

Sponsored

OABI Omniab Inc34.4K shares-2.33%2026-03-312026-04-08

ELME Elme Communities Sh Ben Int20.4K shares0.00%2026-03-312026-04-08

Natbridge Resources Ltd Natbridge Resources Ltd30.0K sharesnew addition2026-03-312026-04-08

Jason Industries Inc Jason Industries Inc10.7K shares0.00%2026-03-312026-04-08

NVDA

NVIDIA Corp

-5.68%

Shares546.5K

Event2026-03-31

Filed2026-04-08

MSFT

Microsoft Corp

-0.10%

Shares158.3K

Event2026-03-31

Filed2026-04-08

ORLY

O'Reilly Automotive Inc

-0.31%

Shares556.5K

Event2026-03-31

Filed2026-04-08

Alphabet Inc Class C

-1.42%

Shares158.3K

Event2026-03-31

Filed2026-04-08

AAPL

Apple Inc

-0.73%

Shares167.5K

Event2026-03-31

Filed2026-04-08

ISRG

Intuitive Surgical Inc

-1.56%

Shares81.0K

Event2026-03-31

Filed2026-04-08

Alphabet Inc Class A

-0.93%

Shares112.3K

Event2026-03-31

Filed2026-04-08

RTX

Rtx Corporation Com

-2.39%

Shares145.3K

Event2026-03-31

Filed2026-04-08

COST

Costco Wholesale Corp

-1.06%

Shares21.9K

Event2026-03-31

Filed2026-04-08

JPM

JPMorgan Chase & Co

-0.01%

Shares68.9K

Event2026-03-31

Filed2026-04-08

ABBV

Abbvie Inc

-0.05%

Shares93.1K

Event2026-03-31

Filed2026-04-08

XOM

Exxon Mobil Corp

-1.27%

Shares118.3K

Event2026-03-31

Filed2026-04-08

Home Depot Inc

-0.32%

Shares60.1K

Event2026-03-31

Filed2026-04-08

JNJ

Johnson & Johnson

-0.50%

Shares80.4K

Event2026-03-31

Filed2026-04-08

FTNT

Fortinet Inc

-7.45%

Shares234.5K

Event2026-03-31

Filed2026-04-08

WMT

Wal-Mart Stores Inc

-2.00%

Shares140.1K

Event2026-03-31

Filed2026-04-08

IWR

iShares Russell Mid-Cap ETF

-2.11%

Shares159.9K

Event2026-03-31

Filed2026-04-08

ORCL

Oracle Corp

-3.75%

Shares105.5K

Event2026-03-31

Filed2026-04-08

REGN

Regeneron Pharmaceuticals

6.48%

Shares19.9K

Event2026-03-31

Filed2026-04-08

Merck & Co Inc

0.66%

Shares124.5K

Event2026-03-31

Filed2026-04-08

Apa Corporation

7.67%

Shares352.7K

Event2026-03-31

Filed2026-04-08

SHEL

Shell PLC Spon ADS

4.84%

Shares152.7K

Event2026-03-31

Filed2026-04-08

ABT

Abbott Laboratories

1.12%

Shares137.0K

Event2026-03-31

Filed2026-04-08

CSCO

Cisco Systems Inc

-0.37%

Shares174.3K

Event2026-03-31

Filed2026-04-08

PEP

Pepsico Inc

-1.52%

Shares85.9K

Event2026-03-31

Filed2026-04-08

IDXX

Idexx Laboratories Inc

-2.11%

Shares23.7K

Event2026-03-31

Filed2026-04-08

ECL

Ecolab Inc

-0.77%

Shares48.0K

Event2026-03-31

Filed2026-04-08

NEE

Nextera Energy Inc

-0.92%

Shares137.6K

Event2026-03-31

Filed2026-04-08

EMR

Emerson Electric Co

0.06%

Shares96.0K

Event2026-03-31

Filed2026-04-08

STT

State Street Corp

-0.87%

Shares96.9K

Event2026-03-31

Filed2026-04-08

FDX

Fedex Corp

0.15%

Shares34.0K

Event2026-03-31

Filed2026-04-08

ITW

Illinois Tool Works Inc

0.66%

Shares46.2K

Event2026-03-31

Filed2026-04-08

Visa Inc CL A

1.18%

Shares38.7K

Event2026-03-31

Filed2026-04-08

ADP

Automatic Data Processing Inc

-0.38%

Shares55.9K

Event2026-03-31

Filed2026-04-08

LLY

Lilly Eli & Co

0.94%

Shares12.1K

Event2026-03-31

Filed2026-04-08

AMAT

Applied Materials Inc

-1.01%

Shares32.2K

Event2026-03-31

Filed2026-04-08

CVX

Chevron Corp

9.66%

Shares52.2K

Event2026-03-31

Filed2026-04-08

Medtronic PLC

-0.61%

Shares122.1K

Event2026-03-31

Filed2026-04-08

Procter & Gamble Co

-2.85%

Shares72.6K

Event2026-03-31

Filed2026-04-08

Berkshire Hathaway Inc CL B

2.58%

Shares21.5K

Event2026-03-31

Filed2026-04-08

AMZN

Amazon.com Inc

32.53%

Shares49.1K

Event2026-03-31

Filed2026-04-08

APD

Air Prods & Chems Inc

-4.75%

Shares34.4K

Event2026-03-31

Filed2026-04-08

Chubb Limited

-0.26%

Shares26.6K

Event2026-03-31

Filed2026-04-08

Zscaler Inc

20.23%

Shares60.9K

Event2026-03-31

Filed2026-04-08

ADI

Analog Devices Inc

0.28%

Shares24.7K

Event2026-03-31

Filed2026-04-08

BAC

Bank America Corp

-0.33%

Shares158.6K

Event2026-03-31

Filed2026-04-08

DIS

Disney Walt Co

2.02%

Shares79.5K

Event2026-03-31

Filed2026-04-08

TMO

Thermo Fisher Scientific Inc

1.91%

Shares14.5K

Event2026-03-31

Filed2026-04-08

IRM

Iron Mountain Inc

2.79%

Shares65.5K

Event2026-03-31

Filed2026-04-08

TSCO

Tractor Supply Co

-0.37%

Shares145.2K

Event2026-03-31

Filed2026-04-08

MMM

3M Co

-0.56%

Shares45.2K

Event2026-03-31

Filed2026-04-08

VWO

Vanguard FTSE Emerging Mkt ETF

-0.12%

Shares120.4K

Event2026-03-31

Filed2026-04-08

Southern Co

1.74%

Shares66.2K

Event2026-03-31

Filed2026-04-08

SPY

State Street Spdr S&P 500 Etf

2.19%

Shares9.1K

Event2026-03-31

Filed2026-04-08

SYY

Sysco Corp

0.37%

Shares79.5K

Event2026-03-31

Filed2026-04-08

QCOM

Qualcomm Inc

-4.63%

Shares42.6K

Event2026-03-31

Filed2026-04-08

EXE

Expand Energy Corporation Com

-0.93%

Shares46.0K

Event2026-03-31

Filed2026-04-08

Fiserv Inc

19.23%

Shares90.4K

Event2026-03-31

Filed2026-04-08

FLS

Flowserve Corp

-1.39%

Shares68.2K

Event2026-03-31

Filed2026-04-08

HSY

Hershey Co

28.08%

Shares24.1K

Event2026-03-31

Filed2026-04-08

GNRC

Generac Holdings Inc

-1.16%

Shares25.6K

Event2026-03-31

Filed2026-04-08

MCD

McDonalds Corp

2.55%

Shares14.7K

Event2026-03-31

Filed2026-04-08

ROP

Roper Technologies Inc

6.53%

Shares12.6K

Event2026-03-31

Filed2026-04-08

AMGN

Amgen Inc

-0.79%

Shares12.6K

Event2026-03-31

Filed2026-04-08

SYK

Stryker Corp

-5.18%

Shares13.4K

Event2026-03-31

Filed2026-04-08

DXCM

DexCom Inc

17.52%

Shares64.0K

Event2026-03-31

Filed2026-04-08

LOW

Lowes Cos Inc

0.48%

Shares16.5K

Event2026-03-31

Filed2026-04-08

LGND

Ligand Pharmaceuticals Inc

-4.42%

Shares19.1K

Event2026-03-31

Filed2026-04-08

MDY

State Street Spdr S&P Midcap 4

0.08%

Shares6.1K

Event2026-03-31

Filed2026-04-08

CMCSA

Comcast Corp CL A

-0.47%

Shares129.9K

Event2026-03-31

Filed2026-04-08

PNC

PNC Financial Services Group I

0.35%

Shares17.4K

Event2026-03-31

Filed2026-04-08

Coca-Cola Co

-4.08%

Shares47.1K

Event2026-03-31

Filed2026-04-08

Bank New York Mellon Corp

0.00%

Shares29.1K

Event2026-03-31

Filed2026-04-08

UPS

United Parcel Service Inc CL B

-4.99%

Shares33.5K

Event2026-03-31

Filed2026-04-08

SHW

Sherwin Williams Co

31.70%

Shares10.2K

Event2026-03-31

Filed2026-04-08

General Electric Co New

-30.80%

Shares9.9K

Event2026-03-31

Filed2026-04-08

EFA

iShares TR MSCI Eafe Etf

-0.35%

Shares28.6K

Event2026-03-31

Filed2026-04-08

GEV

GE Vernova Inc

-4.29%

Shares3.2K

Event2026-03-31

Filed2026-04-08

PFE

Pfizer Inc

-6.08%

Shares92.7K

Event2026-03-31

Filed2026-04-08

GTLS

Chart Industries Inc

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-08

ENB

Enbridge Inc

-6.71%

Shares44.0K

Event2026-03-31

Filed2026-04-08

LNC

Lincoln Natl Corp Ind

-1.15%

Shares65.7K

Event2026-03-31

Filed2026-04-08

BMY

Bristol-Myers Squibb Co

-2.61%

Shares37.7K

Event2026-03-31

Filed2026-04-08

HDV

iShares Core High Dv ETF

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-08

NFLX

Netflix Inc

New

Shares22.3K

Event2026-03-31

Filed2026-04-08

General Dynamics Corp

-0.78%

Shares6.1K

Event2026-03-31

Filed2026-04-08

IWM

iShares Russell 2000 ETF

-28.15%

Shares8.1K

Event2026-03-31

Filed2026-04-08

CVS

CVS Health Corp

-9.46%

Shares27.4K

Event2026-03-31

Filed2026-04-08

Verizon Communications Inc

-27.04%

Shares36.4K

Event2026-03-31

Filed2026-04-08

VRTX

Vertex Pharmaceuticals Inc

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

Colgate Palmolive Co

-0.51%

Shares18.4K

Event2026-03-31

Filed2026-04-08

OXY

Occidental Petroleum Corp

158.88%

Shares22.9K

Event2026-03-31

Filed2026-04-08

AXP

American Express Co

-5.20%

Shares4.4K

Event2026-03-31

Filed2026-04-08

CARR

Carrier Global Corporation

-0.14%

Shares21.0K

Event2026-03-31

Filed2026-04-08

Dominion Energy Inc

-4.00%

Shares19.0K

Event2026-03-31

Filed2026-04-08

Marvell Technology Group Ltd

0.86%

Shares11.7K

Event2026-03-31

Filed2026-04-08

MPC

Marathon Petroleum Corp

-0.21%

Shares4.7K

Event2026-03-31

Filed2026-04-08

AKAM

Akamai Technologies Inc

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-08

VEA

Vanguard FTSE Developed Mkt ET

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-08

CAT

Caterpillar Inc

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

KMB

Kimberly Clark Corp

-4.24%

Shares11.3K

Event2026-03-31

Filed2026-04-08

Electronic Arts Inc

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-08

SHOP

Shopify Inc Cl A

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-08

NBIX

Neurocrine Biosciences Inc

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-08

UBER

Uber Technologies Inc

-2.70%

Shares12.6K

Event2026-03-31

Filed2026-04-08

EYPT

Eyepoint Inc Com New

0.00%

Shares68.5K

Event2026-03-31

Filed2026-04-08

TIC

Tic Solutions Inc Com

0.00%

Shares124.9K

Event2026-03-31

Filed2026-04-08

FCX

Freeport-Mcmoran Inc CL B

4.27%

Shares12.2K

Event2026-03-31

Filed2026-04-08

OTIS

Otis Worldwide Corp

-9.06%

Shares9.1K

Event2026-03-31

Filed2026-04-08

DVN

Devon Energy Corp

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-08

XLK

Select Sector SPDR Tr Technolo

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-08

SLF

Sun Life Financial Inc Com

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-08

SLB

Slb Limited Com Stk

-3.98%

Shares11.1K

Event2026-03-31

Filed2026-04-08

EQT Corp Com

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-08

VRNS

Varonis Systems Inc

0.00%

Shares24.5K

Event2026-03-31

Filed2026-04-08

SPGI

S&P Global Inc

-1.04%

Shares1.1K

Event2026-03-31

Filed2026-04-08

AZO

Autozone Inc

0.00%

Shares143

Event2026-03-31

Filed2026-04-08

NVS

Novartis AG SP ADR

-1.56%

Shares3.0K

Event2026-03-31

Filed2026-04-08

BMRN

BioMarin Pharmaceutical Inc

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-08

Fidelity Tr 500 Index Ins Prem

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

BABA

Alibaba Group Holding Ltd SP A

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-08

ALDX

Aldeyra Therapeutics Inc

0.00%

Shares266.8K

Event2026-03-31

Filed2026-04-08

IJR

iShares S&P Small Cap 600 ETF

-62.70%

Shares3.4K

Event2026-03-31

Filed2026-04-08

POET

Poet Technologies Inc New

0.00%

Shares67.9K

Event2026-03-31

Filed2026-04-08

Growth Fund America Inc CL F-1

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-08

VLO

Valero Energy Corp

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

TE Connectivity PLC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

AFL

Aflac Inc

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-08

AT&T Inc

-6.81%

Shares11.7K

Event2026-03-31

Filed2026-04-08

Mastercard Inc

-0.44%

Shares677

Event2026-03-31

Filed2026-04-08

VTI

Vanguard Index Fds Total Stk M

-7.07%

Shares1.0K

Event2026-03-31

Filed2026-04-08

AMT

American Tower Corp

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

GEHC

GE Healthcare Technologies Inc

-0.55%

Shares4.5K

Event2026-03-31

Filed2026-04-08

Linde PLC

-0.31%

Shares643

Event2026-03-31

Filed2026-04-08

TJX

TJX Cos Inc

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

Ouster Inc New

New

Shares17.0K

Event2026-03-31

Filed2026-04-08

NSP

Insperity Inc

-0.20%

Shares11.3K

Event2026-03-31

Filed2026-04-08

CRK

Comstock Resources Inc

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-08

INTU

Intuit

-1.19%

Shares662

Event2026-03-31

Filed2026-04-08

IBM

Intl Business Machines

3.88%

Shares1.2K

Event2026-03-31

Filed2026-04-08