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

Currently, WOODSTOCK CORP holds 163 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+72.6K shares, valued at $5.2M), N/A (+14.2K shares, valued at $2.1M), HDV (+64.7K shares, valued at $1.8M); decreased their positions in NVDA (-43.8K shares, valued at $8.8M), GOOG (-13.6K shares, valued at $4.8M), GOOGL (-6.6K shares, valued at $2.4M); initiated new positions in N/A (+14.2K shares, valued at $2.1M), RARE (+9.2K shares, valued at $306.9K), N/A (+380 shares, valued at $290.0K).

1M P&L

-809.0K-0.09%

3M P&L

+53.6M+6.10%

HY P&L

+73.2M+8.52%

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

1Semiconductors121.4M

13.1%

2Software - Infrastructure104.8M

11.3%

3Internet Content & Information88.9M

9.6%

Top Industries by Stock Count

1N/A11 stocks

8.8%

2Biotechnology10 stocks

8.0%

3Drug Manufacturers - General7 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA Corp502.7K shares-8.01%2026-06-302026-07-13

MSFT Microsoft Corp159.6K shares0.84%2026-06-302026-07-13

GOOG Alphabet Inc Class C144.8K shares-8.58%2026-06-302026-07-13

ORLY O'Reilly Automotive Inc554.6K shares-0.33%2026-06-302026-07-13

AAPL Apple Inc165.9K shares-0.93%2026-06-302026-07-13

GOOGL Alphabet Inc Class A105.6K shares-5.90%2026-06-302026-07-13

FTNT Fortinet Inc231.9K shares-1.10%2026-06-302026-07-13

ISRG Intuitive Surgical Inc81.1K shares0.14%2026-06-302026-07-13

Sponsored

Rtx Corporation Com Rtx Corporation Com143.5K shares-1.22%2026-06-302026-07-13

Abbvie Inc Abbvie Inc92.7K shares-0.41%2026-06-302026-07-13

Applied Materials Inc Applied Materials Inc31.4K shares-2.47%2026-06-302026-07-13

JPMorgan Chase & Co JPMorgan Chase & Co68.9K shares-0.03%2026-06-302026-07-13

HD Home Depot Inc61.0K shares1.52%2026-06-302026-07-13

Costco Wholesale Corp Costco Wholesale Corp21.8K shares-0.43%2026-06-302026-07-13

Cisco Systems Inc Cisco Systems Inc173.0K shares-0.74%2026-06-302026-07-13

JNJ Johnson & Johnson79.7K shares-0.91%2026-06-302026-07-13

Sponsored

IWR iShares Russell Mid-Cap ETF156.2K shares-2.31%2026-06-302026-07-13

STT State Street Corp93.8K shares-3.18%2026-06-302026-07-13

MRK Merck & Co Inc123.7K shares-0.62%2026-06-302026-07-13

Exxon Mobil Corp Exxon Mobil Corp115.9K shares-2.03%2026-06-302026-07-13

WMT Wal-Mart Stores Inc139.3K shares-0.53%2026-06-302026-07-13

Oracle Corp Oracle Corp107.2K shares1.62%2026-06-302026-07-13

LLY Lilly Eli & Co11.9K shares-1.16%2026-06-302026-07-13

EMR Emerson Electric Co96.5K shares0.56%2026-06-302026-07-13

Sponsored

Visa Inc CL A Visa Inc CL A39.2K shares1.15%2026-06-302026-07-13

ECL Ecolab Inc47.5K shares-1.07%2026-06-302026-07-13

ABT Abbott Laboratories144.3K shares5.27%2026-06-302026-07-13

ITW Illinois Tool Works Inc47.5K shares2.75%2026-06-302026-07-13

REGN Regeneron Pharmaceuticals20.5K shares3.34%2026-06-302026-07-13

ADP Automatic Data Processing Inc56.1K shares0.25%2026-06-302026-07-13

Idexx Laboratories Inc Idexx Laboratories Inc23.6K shares-0.27%2026-06-302026-07-13

AMZN Amazon.com Inc50.8K shares3.39%2026-06-302026-07-13

Sponsored

Nextera Energy Inc Nextera Energy Inc137.1K shares-0.37%2026-06-302026-07-13

PEP Pepsico Inc85.4K shares-0.58%2026-06-302026-07-13

SHEL Shell PLC Spon ADS146.8K shares-3.89%2026-06-302026-07-13

Apa Corporation Apa Corporation348.9K shares-1.08%2026-06-302026-07-13

BRK.B Berkshire Hathaway Inc CL B22.0K shares2.39%2026-06-302026-07-13

FDX Fedex Corp34.0K shares0.01%2026-06-302026-07-13

PG Procter & Gamble Co72.2K shares-0.58%2026-06-302026-07-13

APD Air Prods & Chems Inc33.9K shares-1.42%2026-06-302026-07-13

Sponsored

ADI Analog Devices Inc25.0K shares1.15%2026-06-302026-07-13

ZS Zscaler Inc68.7K shares12.74%2026-06-302026-07-13

Medtronic PLC Medtronic PLC121.2K shares-0.67%2026-06-302026-07-13

Chubb Limited Chubb Limited26.6K shares-0.23%2026-06-302026-07-13

BAC Bank America Corp157.8K shares-0.51%2026-06-302026-07-13

CVX Chevron Corp52.4K shares0.34%2026-06-302026-07-13

IRM Iron Mountain Inc65.1K shares-0.60%2026-06-302026-07-13

QCOM Qualcomm Inc40.4K shares-5.14%2026-06-302026-07-13

Sponsored

GNRC Generac Holdings Inc25.4K shares-0.83%2026-06-302026-07-13

DIS Disney Walt Co76.1K shares-4.28%2026-06-302026-07-13

3M Co 3M Co44.7K shares-1.03%2026-06-302026-07-13

TMO Thermo Fisher Scientific Inc14.4K shares-0.72%2026-06-302026-07-13

VWO Vanguard FTSE Emerging Mkt ETF119.3K shares-0.93%2026-06-302026-07-13

SYY Sysco Corp83.6K shares5.19%2026-06-302026-07-13

Netflix Inc Netflix Inc94.9K shares326.10%2026-06-302026-07-13

State Street Spdr S&P 500 Etf State Street Spdr S&P 500 Etf9.1K shares-0.23%2026-06-302026-07-13

Sponsored

Southern Co Southern Co65.7K shares-0.74%2026-06-302026-07-13

LGND Ligand Pharmaceuticals Inc18.3K shares-4.05%2026-06-302026-07-13

FI Fiserv Inc109.5K shares21.16%2026-06-302026-07-13

FLS Flowserve Corp67.7K shares-0.73%2026-06-302026-07-13

HSY Hershey Co28.4K shares17.98%2026-06-302026-07-13

ROP Roper Technologies Inc14.0K shares11.76%2026-06-302026-07-13

DexCom Inc DexCom Inc66.4K shares3.65%2026-06-302026-07-13

AMGN Amgen Inc12.3K shares-2.57%2026-06-302026-07-13

Sponsored

TSCO Tractor Supply Co140.0K shares-3.57%2026-06-302026-07-13

PNC PNC Financial Services Group I17.9K shares2.61%2026-06-302026-07-13

EXE Expand Energy Corporation Com46.7K shares1.60%2026-06-302026-07-13

BK Bank New York Mellon Corp29.0K shares-0.22%2026-06-302026-07-13

MDY State Street Spdr S&P Midcap 45.9K shares-2.31%2026-06-302026-07-13

SYK Stryker Corp13.2K shares-1.45%2026-06-302026-07-13

MCD McDonalds Corp14.7K shares0.08%2026-06-302026-07-13

LOW Lowes Cos Inc17.8K shares7.79%2026-06-302026-07-13

Sponsored

SHW Sherwin Williams Co11.2K shares10.26%2026-06-302026-07-13

KO Coca-Cola Co47.0K shares-0.15%2026-06-302026-07-13

UPS United Parcel Service Inc CL B33.2K shares-0.82%2026-06-302026-07-13

GE General Electric Co New8.4K shares-14.63%2026-06-302026-07-13

CMCSA Comcast Corp CL A126.0K shares-2.99%2026-06-302026-07-13

EFA iShares TR MSCI Eafe Etf28.6K shares0.00%2026-06-302026-07-13

GEV GE Vernova Inc2.4K shares-24.16%2026-06-302026-07-13

CVS CVS Health Corp27.0K shares-1.33%2026-06-302026-07-13

Sponsored

MRVL Marvell Technology Group Ltd9.2K shares-21.52%2026-06-302026-07-13

ENB Enbridge Inc42.9K shares-2.39%2026-06-302026-07-13

HDV iShares Core High Dv ETF80.9K shares400.00%2026-06-302026-07-13

PFE Pfizer Inc90.8K shares-2.11%2026-06-302026-07-13

LNC Lincoln Natl Corp Ind61.6K shares-6.32%2026-06-302026-07-13

GD General Dynamics Corp6.1K shares0.00%2026-06-302026-07-13

FedEx Fght Holding Co Inc Comm FedEx Fght Holding Co Inc Comm14.2K sharesnew addition2026-06-302026-07-13

KMB Kimberly Clark Corp19.4K shares71.66%2026-06-302026-07-13

Sponsored

BMY Bristol-Myers Squibb Co36.7K shares-2.72%2026-06-302026-07-13

IWM iShares Russell 2000 ETF6.8K shares-16.81%2026-06-302026-07-13

VRTX Vertex Pharmaceuticals Inc4.0K shares0.00%2026-06-302026-07-13

CL Colgate Palmolive Co18.3K shares-0.27%2026-06-302026-07-13

CAT Caterpillar Inc1.5K shares-3.02%2026-06-302026-07-13

VZ Verizon Communications Inc36.2K shares-0.58%2026-06-302026-07-13

CARR Carrier Global Corporation20.2K shares-4.15%2026-06-302026-07-13

AXP American Express Co4.4K shares-1.22%2026-06-302026-07-13

Sponsored

Dominion Energy Inc Dominion Energy Inc19.0K shares0.00%2026-06-302026-07-13

VEA Vanguard FTSE Developed Mkt ET17.2K shares-0.43%2026-06-302026-07-13

NBIX Neurocrine Biosciences Inc7.2K shares0.00%2026-06-302026-07-13

MPC Marathon Petroleum Corp4.7K shares0.00%2026-06-302026-07-13

OXY Occidental Petroleum Corp24.3K shares6.07%2026-06-302026-07-13

Akamai Technologies Inc Akamai Technologies Inc9.9K shares0.00%2026-06-302026-07-13

NSP Insperity Inc27.4K shares142.09%2026-06-302026-07-13

OUST Ouster Inc New17.0K shares0.00%2026-06-302026-07-13

Sponsored

EA Electronic Arts Inc5.1K shares0.00%2026-06-302026-07-13

Varonis Systems Inc Varonis Systems Inc24.5K shares0.00%2026-06-302026-07-13

Tic Solutions Inc Com Tic Solutions Inc Com124.9K shares0.00%2026-06-302026-07-13

EYPT Eyepoint Inc Com New68.5K shares0.00%2026-06-302026-07-13

SHOP Shopify Inc Cl A8.5K shares0.00%2026-06-302026-07-13

XLK Select Sector SPDR Tr Technolo5.0K shares0.00%2026-06-302026-07-13

UBER Uber Technologies Inc12.6K shares0.00%2026-06-302026-07-13

Freeport-Mcmoran Inc CL B Freeport-Mcmoran Inc CL B12.2K shares0.00%2026-06-302026-07-13

Sponsored

SLF Sun Life Financial Inc Com9.6K shares0.00%2026-06-302026-07-13

POET Poet Technologies Inc New67.9K shares0.00%2026-06-302026-07-13

DVN Devon Energy Corp15.0K shares12.05%2026-06-302026-07-13

OTIS Otis Worldwide Corp8.4K shares-7.75%2026-06-302026-07-13

Fidelity Tr 500 Index Ins Prem Fidelity Tr 500 Index Ins Prem2.0K shares-0.99%2026-06-302026-07-13

ALDX Aldeyra Therapeutics Inc242.8K shares-9.00%2026-06-302026-07-13

SLB Slb Limited Com Stk10.9K shares-2.21%2026-06-302026-07-13

Growth Fund America Inc CL F-1 Growth Fund America Inc CL F-15.5K shares0.00%2026-06-302026-07-13

Sponsored

BMRN BioMarin Pharmaceutical Inc8.2K shares0.00%2026-06-302026-07-13

EQT EQT Corp Com8.6K shares0.00%2026-06-302026-07-13

AZO Autozone Inc143 shares0.00%2026-06-302026-07-13

S&P Global Inc S&P Global Inc1.1K shares-2.46%2026-06-302026-07-13

NVS Novartis AG SP ADR2.8K shares-7.33%2026-06-302026-07-13

IJR iShares S&P Small Cap 600 ETF2.8K shares-19.58%2026-06-302026-07-13

AFL Aflac Inc3.2K shares0.00%2026-06-302026-07-13

VLO Valero Energy Corp1.4K shares-2.37%2026-06-302026-07-13

Sponsored

APH Amphenol Corp Cl A2.0K shares0.00%2026-06-302026-07-13

Alibaba Group Holding Ltd SP A Alibaba Group Holding Ltd SP A3.6K shares0.00%2026-06-302026-07-13

Mastercard Inc Mastercard Inc677 shares0.00%2026-06-302026-07-13

TEL TE Connectivity PLC1.7K shares0.00%2026-06-302026-07-13

LIN Linde PLC643 shares0.00%2026-06-302026-07-13

IBM Intl Business Machines1.2K shares0.00%2026-06-302026-07-13

Vanguard Index Fds Total Stk M Vanguard Index Fds Total Stk M882 shares-12.85%2026-06-302026-07-13

AMT American Tower Corp1.9K shares0.00%2026-06-302026-07-13

Sponsored

RARE Ultragenyx Pharmaceutical Inc9.2K sharesnew addition2026-06-302026-07-13

TJX TJX Cos Inc2.0K shares0.00%2026-06-302026-07-13

GDRX Goodrx Holdings Inc Cl A102.0K shares0.00%2026-06-302026-07-13

Crowdstrike Holdings Inc Cl A Crowdstrike Holdings Inc Cl A380 sharesnew addition2026-06-302026-07-13

Vanguard Total Stock Index Adm Vanguard Total Stock Index Adm1.5K shares0.00%2026-06-302026-07-13

UNP Union Pacific Corp990 shares0.00%2026-06-302026-07-13

Vanguard Tl Int Stock Index Vanguard Tl Int Stock Index5.8K shares0.03%2026-06-302026-07-13

Meta Platforms Inc Cl A Meta Platforms Inc Cl A475 shares1.06%2026-06-302026-07-13

Sponsored

DRTS Alpha Tau Medical Ltd Ordinary20.6K shares0.00%2026-06-302026-07-13

TSLA Tesla Motors Inc600 shares-0.83%2026-06-302026-07-13

GEHC GE Healthcare Technologies Inc3.8K shares-17.18%2026-06-302026-07-13

RMD ResMed Inc1.2K shares0.00%2026-06-302026-07-13

ANET Arista Networks Inc1.3K sharesnew addition2026-06-302026-07-13

KLAC Kla Corporation731 sharesnew addition2026-06-302026-07-13

MKC McCormick & Co Inc4.3K shares-14.94%2026-06-302026-07-13

CRK Comstock Resources Inc14.3K shares0.00%2026-06-302026-07-13

Sponsored

Vanguard PRIMECAP Core Inv Vanguard PRIMECAP Core Inv4.2K sharesnew addition2026-06-302026-07-13

GPOR Gulfport Energy Corp Common Sh1.3K sharesnew addition2026-06-302026-07-13

R Ryder Systems Inc800 sharesnew addition2026-06-302026-07-13

XLF Financial Select Sector SPDR3.8K sharesnew addition2026-06-302026-07-13

T AT&T Inc9.8K shares-16.04%2026-06-302026-07-13

WSO Watsco Inc480 sharesnew addition2026-06-302026-07-13

BCYC Bicycle Therapeutics PLC Sp AD29.1K shares0.00%2026-06-302026-07-13

OABI Omniab Inc29.4K shares-14.65%2026-06-302026-07-13

Sponsored

ELME Elme Communities Sh Ben Int20.4K shares0.00%2026-06-302026-07-13

Natbridge Resources Ltd Natbridge Resources Ltd30.0K shares0.00%2026-06-302026-07-13

Jason Industries Inc Jason Industries Inc10.7K shares0.00%2026-06-302026-07-13

NVDA

NVIDIA Corp

-8.01%

Shares502.7K

Event2026-06-30

Filed2026-07-13

MSFT

Microsoft Corp

0.84%

Shares159.6K

Event2026-06-30

Filed2026-07-13

GOOG

Alphabet Inc Class C

-8.58%

Shares144.8K

Event2026-06-30

Filed2026-07-13

ORLY

O'Reilly Automotive Inc

-0.33%

Shares554.6K

Event2026-06-30

Filed2026-07-13

AAPL

Apple Inc

-0.93%

Shares165.9K

Event2026-06-30

Filed2026-07-13

GOOGL

Alphabet Inc Class A

-5.90%

Shares105.6K

Event2026-06-30

Filed2026-07-13

FTNT

Fortinet Inc

-1.10%

Shares231.9K

Event2026-06-30

Filed2026-07-13

ISRG

Intuitive Surgical Inc

0.14%

Shares81.1K

Event2026-06-30

Filed2026-07-13

Rtx Corporation Com

-1.22%

Shares143.5K

Event2026-06-30

Filed2026-07-13

Abbvie Inc

-0.41%

Shares92.7K

Event2026-06-30

Filed2026-07-13

Applied Materials Inc

-2.47%

Shares31.4K

Event2026-06-30

Filed2026-07-13

JPMorgan Chase & Co

-0.03%

Shares68.9K

Event2026-06-30

Filed2026-07-13

Home Depot Inc

1.52%

Shares61.0K

Event2026-06-30

Filed2026-07-13

Costco Wholesale Corp

-0.43%

Shares21.8K

Event2026-06-30

Filed2026-07-13

Cisco Systems Inc

-0.74%

Shares173.0K

Event2026-06-30

Filed2026-07-13

JNJ

Johnson & Johnson

-0.91%

Shares79.7K

Event2026-06-30

Filed2026-07-13

IWR

iShares Russell Mid-Cap ETF

-2.31%

Shares156.2K

Event2026-06-30

Filed2026-07-13

STT

State Street Corp

-3.18%

Shares93.8K

Event2026-06-30

Filed2026-07-13

MRK

Merck & Co Inc

-0.62%

Shares123.7K

Event2026-06-30

Filed2026-07-13

Exxon Mobil Corp

-2.03%

Shares115.9K

Event2026-06-30

Filed2026-07-13

WMT

Wal-Mart Stores Inc

-0.53%

Shares139.3K

Event2026-06-30

Filed2026-07-13

Oracle Corp

1.62%

Shares107.2K

Event2026-06-30

Filed2026-07-13

LLY

Lilly Eli & Co

-1.16%

Shares11.9K

Event2026-06-30

Filed2026-07-13

EMR

Emerson Electric Co

0.56%

Shares96.5K

Event2026-06-30

Filed2026-07-13

Visa Inc CL A

1.15%

Shares39.2K

Event2026-06-30

Filed2026-07-13

ECL

Ecolab Inc

-1.07%

Shares47.5K

Event2026-06-30

Filed2026-07-13

ABT

Abbott Laboratories

5.27%

Shares144.3K

Event2026-06-30

Filed2026-07-13

ITW

Illinois Tool Works Inc

2.75%

Shares47.5K

Event2026-06-30

Filed2026-07-13

REGN

Regeneron Pharmaceuticals

3.34%

Shares20.5K

Event2026-06-30

Filed2026-07-13

ADP

Automatic Data Processing Inc

0.25%

Shares56.1K

Event2026-06-30

Filed2026-07-13

Idexx Laboratories Inc

-0.27%

Shares23.6K

Event2026-06-30

Filed2026-07-13

AMZN

Amazon.com Inc

3.39%

Shares50.8K

Event2026-06-30

Filed2026-07-13

Nextera Energy Inc

-0.37%

Shares137.1K

Event2026-06-30

Filed2026-07-13

PEP

Pepsico Inc

-0.58%

Shares85.4K

Event2026-06-30

Filed2026-07-13

SHEL

Shell PLC Spon ADS

-3.89%

Shares146.8K

Event2026-06-30

Filed2026-07-13

Apa Corporation

-1.08%

Shares348.9K

Event2026-06-30

Filed2026-07-13

BRK.B

Berkshire Hathaway Inc CL B

2.39%

Shares22.0K

Event2026-06-30

Filed2026-07-13

FDX

Fedex Corp

0.01%

Shares34.0K

Event2026-06-30

Filed2026-07-13

Procter & Gamble Co

-0.58%

Shares72.2K

Event2026-06-30

Filed2026-07-13

APD

Air Prods & Chems Inc

-1.42%

Shares33.9K

Event2026-06-30

Filed2026-07-13

ADI

Analog Devices Inc

1.15%

Shares25.0K

Event2026-06-30

Filed2026-07-13

Zscaler Inc

12.74%

Shares68.7K

Event2026-06-30

Filed2026-07-13

Medtronic PLC

-0.67%

Shares121.2K

Event2026-06-30

Filed2026-07-13

Chubb Limited

-0.23%

Shares26.6K

Event2026-06-30

Filed2026-07-13

BAC

Bank America Corp

-0.51%

Shares157.8K

Event2026-06-30

Filed2026-07-13

CVX

Chevron Corp

0.34%

Shares52.4K

Event2026-06-30

Filed2026-07-13

IRM

Iron Mountain Inc

-0.60%

Shares65.1K

Event2026-06-30

Filed2026-07-13

QCOM

Qualcomm Inc

-5.14%

Shares40.4K

Event2026-06-30

Filed2026-07-13

GNRC

Generac Holdings Inc

-0.83%

Shares25.4K

Event2026-06-30

Filed2026-07-13

DIS

Disney Walt Co

-4.28%

Shares76.1K

Event2026-06-30

Filed2026-07-13

3M Co

-1.03%

Shares44.7K

Event2026-06-30

Filed2026-07-13

TMO

Thermo Fisher Scientific Inc

-0.72%

Shares14.4K

Event2026-06-30

Filed2026-07-13

VWO

Vanguard FTSE Emerging Mkt ETF

-0.93%

Shares119.3K

Event2026-06-30

Filed2026-07-13

SYY

Sysco Corp

5.19%

Shares83.6K

Event2026-06-30

Filed2026-07-13

Netflix Inc

326.10%

Shares94.9K

Event2026-06-30

Filed2026-07-13

State Street Spdr S&P 500 Etf

-0.23%

Shares9.1K

Event2026-06-30

Filed2026-07-13

Southern Co

-0.74%

Shares65.7K

Event2026-06-30

Filed2026-07-13

LGND

Ligand Pharmaceuticals Inc

-4.05%

Shares18.3K

Event2026-06-30

Filed2026-07-13

Fiserv Inc

21.16%

Shares109.5K

Event2026-06-30

Filed2026-07-13

FLS

Flowserve Corp

-0.73%

Shares67.7K

Event2026-06-30

Filed2026-07-13

HSY

Hershey Co

17.98%

Shares28.4K

Event2026-06-30

Filed2026-07-13

ROP

Roper Technologies Inc

11.76%

Shares14.0K

Event2026-06-30

Filed2026-07-13

DexCom Inc

3.65%

Shares66.4K

Event2026-06-30

Filed2026-07-13

AMGN

Amgen Inc

-2.57%

Shares12.3K

Event2026-06-30

Filed2026-07-13

TSCO

Tractor Supply Co

-3.57%

Shares140.0K

Event2026-06-30

Filed2026-07-13

PNC

PNC Financial Services Group I

2.61%

Shares17.9K

Event2026-06-30

Filed2026-07-13

EXE

Expand Energy Corporation Com

1.60%

Shares46.7K

Event2026-06-30

Filed2026-07-13

Bank New York Mellon Corp

-0.22%

Shares29.0K

Event2026-06-30

Filed2026-07-13

MDY

State Street Spdr S&P Midcap 4

-2.31%

Shares5.9K

Event2026-06-30

Filed2026-07-13

SYK

Stryker Corp

-1.45%

Shares13.2K

Event2026-06-30

Filed2026-07-13

MCD

McDonalds Corp

0.08%

Shares14.7K

Event2026-06-30

Filed2026-07-13

LOW

Lowes Cos Inc

7.79%

Shares17.8K

Event2026-06-30

Filed2026-07-13

SHW

Sherwin Williams Co

10.26%

Shares11.2K

Event2026-06-30

Filed2026-07-13

Coca-Cola Co

-0.15%

Shares47.0K

Event2026-06-30

Filed2026-07-13

UPS

United Parcel Service Inc CL B

-0.82%

Shares33.2K

Event2026-06-30

Filed2026-07-13

General Electric Co New

-14.63%

Shares8.4K

Event2026-06-30

Filed2026-07-13

CMCSA

Comcast Corp CL A

-2.99%

Shares126.0K

Event2026-06-30

Filed2026-07-13

EFA

iShares TR MSCI Eafe Etf

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-13

GEV

GE Vernova Inc

-24.16%

Shares2.4K

Event2026-06-30

Filed2026-07-13

CVS

CVS Health Corp

-1.33%

Shares27.0K

Event2026-06-30

Filed2026-07-13

MRVL

Marvell Technology Group Ltd

-21.52%

Shares9.2K

Event2026-06-30

Filed2026-07-13

ENB

Enbridge Inc

-2.39%

Shares42.9K

Event2026-06-30

Filed2026-07-13

HDV

iShares Core High Dv ETF

400.00%

Shares80.9K

Event2026-06-30

Filed2026-07-13

PFE

Pfizer Inc

-2.11%

Shares90.8K

Event2026-06-30

Filed2026-07-13

LNC

Lincoln Natl Corp Ind

-6.32%

Shares61.6K

Event2026-06-30

Filed2026-07-13

General Dynamics Corp

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-13

FedEx Fght Holding Co Inc Comm

New

Shares14.2K

Event2026-06-30

Filed2026-07-13

KMB

Kimberly Clark Corp

71.66%

Shares19.4K

Event2026-06-30

Filed2026-07-13

BMY

Bristol-Myers Squibb Co

-2.72%

Shares36.7K

Event2026-06-30

Filed2026-07-13

IWM

iShares Russell 2000 ETF

-16.81%

Shares6.8K

Event2026-06-30

Filed2026-07-13

VRTX

Vertex Pharmaceuticals Inc

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

Colgate Palmolive Co

-0.27%

Shares18.3K

Event2026-06-30

Filed2026-07-13

CAT

Caterpillar Inc

-3.02%

Shares1.5K

Event2026-06-30

Filed2026-07-13

Verizon Communications Inc

-0.58%

Shares36.2K

Event2026-06-30

Filed2026-07-13

CARR

Carrier Global Corporation

-4.15%

Shares20.2K

Event2026-06-30

Filed2026-07-13

AXP

American Express Co

-1.22%

Shares4.4K

Event2026-06-30

Filed2026-07-13

Dominion Energy Inc

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-13

VEA

Vanguard FTSE Developed Mkt ET

-0.43%

Shares17.2K

Event2026-06-30

Filed2026-07-13

NBIX

Neurocrine Biosciences Inc

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-13

MPC

Marathon Petroleum Corp

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-13

OXY

Occidental Petroleum Corp

6.07%

Shares24.3K

Event2026-06-30

Filed2026-07-13

Akamai Technologies Inc

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-13

NSP

Insperity Inc

142.09%

Shares27.4K

Event2026-06-30

Filed2026-07-13

OUST

Ouster Inc New

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-13

Electronic Arts Inc

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-13

Varonis Systems Inc

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-13

Tic Solutions Inc Com

0.00%

Shares124.9K

Event2026-06-30

Filed2026-07-13

EYPT

Eyepoint Inc Com New

0.00%

Shares68.5K

Event2026-06-30

Filed2026-07-13

SHOP

Shopify Inc Cl A

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-13

XLK

Select Sector SPDR Tr Technolo

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-13

UBER

Uber Technologies Inc

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-13

Freeport-Mcmoran Inc CL B

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-13

SLF

Sun Life Financial Inc Com

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-13

POET

Poet Technologies Inc New

0.00%

Shares67.9K

Event2026-06-30

Filed2026-07-13

DVN

Devon Energy Corp

12.05%

Shares15.0K

Event2026-06-30

Filed2026-07-13

OTIS

Otis Worldwide Corp

-7.75%

Shares8.4K

Event2026-06-30

Filed2026-07-13

Fidelity Tr 500 Index Ins Prem

-0.99%

Shares2.0K

Event2026-06-30

Filed2026-07-13

ALDX

Aldeyra Therapeutics Inc

-9.00%

Shares242.8K

Event2026-06-30

Filed2026-07-13

SLB

Slb Limited Com Stk

-2.21%

Shares10.9K

Event2026-06-30

Filed2026-07-13

Growth Fund America Inc CL F-1

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-13

BMRN

BioMarin Pharmaceutical Inc

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-13

EQT

EQT Corp Com

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-13

AZO

Autozone Inc

0.00%

Shares143

Event2026-06-30

Filed2026-07-13

S&P Global Inc

-2.46%

Shares1.1K

Event2026-06-30

Filed2026-07-13

NVS

Novartis AG SP ADR

-7.33%

Shares2.8K

Event2026-06-30

Filed2026-07-13

IJR

iShares S&P Small Cap 600 ETF

-19.58%

Shares2.8K

Event2026-06-30

Filed2026-07-13

AFL

Aflac Inc

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-13

VLO

Valero Energy Corp

-2.37%

Shares1.4K

Event2026-06-30

Filed2026-07-13

APH

Amphenol Corp Cl A

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

Alibaba Group Holding Ltd SP A

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-13

Mastercard Inc

0.00%

Shares677

Event2026-06-30

Filed2026-07-13

TEL

TE Connectivity PLC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

LIN

Linde PLC

0.00%

Shares643

Event2026-06-30

Filed2026-07-13

IBM

Intl Business Machines

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

Vanguard Index Fds Total Stk M

-12.85%

Shares882

Event2026-06-30

Filed2026-07-13

AMT

American Tower Corp

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

RARE

Ultragenyx Pharmaceutical Inc

New

Shares9.2K

Event2026-06-30

Filed2026-07-13

TJX

TJX Cos Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

GDRX

Goodrx Holdings Inc Cl A

0.00%

Shares102.0K

Event2026-06-30

Filed2026-07-13

Crowdstrike Holdings Inc Cl A

New

Shares380

Event2026-06-30

Filed2026-07-13

Vanguard Total Stock Index Adm

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

UNP

Union Pacific Corp

0.00%

Shares990

Event2026-06-30

Filed2026-07-13

Vanguard Tl Int Stock Index

0.03%

Shares5.8K

Event2026-06-30

Filed2026-07-13

Meta Platforms Inc Cl A

1.06%

Shares475

Event2026-06-30

Filed2026-07-13

DRTS

Alpha Tau Medical Ltd Ordinary

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-13

TSLA

Tesla Motors Inc

-0.83%

Shares600

Event2026-06-30

Filed2026-07-13

GEHC

GE Healthcare Technologies Inc

-17.18%

Shares3.8K

Event2026-06-30

Filed2026-07-13

RMD

ResMed Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

ANET

Arista Networks Inc

New

Shares1.3K

Event2026-06-30

Filed2026-07-13

KLAC

Kla Corporation

New

Shares731

Event2026-06-30

Filed2026-07-13

MKC

McCormick & Co Inc

-14.94%

Shares4.3K

Event2026-06-30

Filed2026-07-13

CRK

Comstock Resources Inc

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-13

Vanguard PRIMECAP Core Inv

New

Shares4.2K

Event2026-06-30

Filed2026-07-13

GPOR

Gulfport Energy Corp Common Sh

New

Shares1.3K

Event2026-06-30

Filed2026-07-13

Ryder Systems Inc

New

Shares800

Event2026-06-30

Filed2026-07-13

XLF

Financial Select Sector SPDR

New

Shares3.8K

Event2026-06-30

Filed2026-07-13

AT&T Inc

-16.04%

Shares9.8K

Event2026-06-30

Filed2026-07-13

WSO

Watsco Inc

New

Shares480

Event2026-06-30

Filed2026-07-13

BCYC

Bicycle Therapeutics PLC Sp AD

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-13

OABI

Omniab Inc

-14.65%

Shares29.4K

Event2026-06-30

Filed2026-07-13

ELME

Elme Communities Sh Ben Int

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-13

Natbridge Resources Ltd

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-13

Jason Industries Inc

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available