HolderBook

WoodTrust Financial Corp

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1725247
Reported value
$841.9K
Positions
179
Top 10 weight
44.7%
Filed
2026-07-27
Days after quarter end
27

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TREFA$99.8K961,15911.86%-0.58pp9q-3.1%-$3.2K
APPLIED MATLS INCAMAT$43.5K60,1595.17%+2.26pp15q-8.6%-$4.1K
VANGUARD INTL EQUITY INDEX FVWO$33.2K556,0673.94%-0.07pp4q-3.4%-$1.2K
BERKSHIRE HATHAWAY INC DELBRKB$31.6K63,0523.75%+0.48pp31q+19.5%+$5.1K
ISHARES TRIWN$29.2K132,1463.47%-0.01pp9q-7.2%-$2.3K
VANGUARD INDEX FDSVOE$28.9K146,2823.43%-0.25pp4q-5.4%-$1.7K
ISHARES TRIWO$28.6K72,5133.39%+0.20pp9q-8.0%-$2.5K
VANGUARD INDEX FDSVOT$28.3K92,3943.36%+0.09pp4q-6.3%-$1.9K
JPMORGAN CHASE & COJPM$27.7K84,7053.29%+0.52pp31q+15.8%+$3.8K
ALPHABET INCGOOGL$25.8K72,1553.06%+0.25pp31q-4.8%-$1.3K
AMAZON COM INCAMZN$25.5K107,1963.03%+0.01pp31q-4.8%-$1.3K
APPLE INCAAPL$24.4K84,2772.90%+0.02pp31q-4.1%-$1.0K
MICROSOFT CORPMSFT$22.5K60,3842.68%-0.26pp31q-1.9%
VANGUARD INDEX FDSVOO$18.4K26,7372.18%+0.73pp4q+41.8%+$5.4K
JOHNSON & JOHNSONJNJ$18.2K71,5272.16%-1.10pp31q-30.7%-$8.0K
BERKSHIRE HATHAWAY INC DELBRKA$15.7K211.87%+0.01pp31q+5.0%
ALPHABET INCGOOG$14.2K40,0531.68%+0.06pp31q-8.6%-$1.3K
WALMART INCWMT$14.0K123,5731.66%-0.39pp28q-3.2%
AMERICAN EXPRESS COAXP$12.4K36,5911.47%-0.01pp31q-3.4%
UNITEDHEALTH GROUP INCUNH$12.0K28,8691.43%+0.35pp31q-6.4%
HOME DEPOT INCHD$10.8K30,5571.28%+0.06pp31q+5.9%
PEPSICO INCPEP$10.1K74,6831.20%-0.29pp31qHELD
PFIZER INCPFE$10.0K416,8861.19%-0.27pp22q+3.1%
DEERE & CODE$9.5K14,9861.13%+0.01pp18q-2.5%
WASTE MGMT INC DELWM$9.5K42,4561.12%-0.12pp31q+1.0%
COSTCO WHOLESALE CORPORATIONCOST$8.9K9,5211.06%-0.21pp31q-3.6%
STARBUCKS CORPSBUX$7.9K76,9640.93%+0.03pp26q-1.5%
NVIDIA CORPORATIONNVDA$7.4K37,1360.88%+0.66pp14q+270.2%+$5.4K
GENERAL DYNAMICS CORPGD$7.4K20,9040.88%-0.07pp23q-2.0%
CHEVRON CORPORATIONCVX$7.0K42,3360.83%-0.34pp31q-3.9%
NIKE INCNKE$6.9K167,3920.82%-0.22pp31q+9.8%
BANK OF AMER CORPBAC$6.8K119,0740.81%+0.72pp23q+733.2%+$6.0K
VANGUARD INDEX FDSVTI$6.6K17,7500.78%flat4q-5.2%
SERVICENOW INCNOW$6.4K64,5140.76%+0.01pp6q+16.2%
IDEXX LABS INCIDXX$6.2K11,7780.74%-0.11pp5q+0.7%
NORTHROP GRUMMAN CORPNOC$5.9K11,4950.70%-0.33pp31q-1.1%
VANGUARD STAR FDSVXUS$5.6K65,4110.66%+0.01pp4qHELD
VERISK ANALYTICS INCVRSK$5.1K28,6520.61%-0.06pp21q+4.9%
GE VERNOVA INCGEV$5.0K4,2590.59%+0.11pp9qHELD
VANGUARD INDEX FDSVUG$4.6K53,5700.55%+0.04pp4q+499.3%+$3.8K
SALESFORCE INCCRM$4.5K28,6290.53%-0.25pp26q-11.7%
ELI LILLY & COLLY$4.0K3,3210.47%+0.21pp21q+48.4%+$1.3K
VANGUARD INDEX FDSVTV$3.8K17,3140.45%+0.01pp4qHELD
FASTENAL COFAST$3.7K77,1670.44%-0.01pp25q+2.7%
GENERAC HLDGS INCGNRC$3.6K12,3750.43%+0.12pp12qHELD
ROCKWELL AUTOMATION INCROK$3.2K6,5370.38%+0.08pp21qHELD
HONEYWELL INTL INCHON$3.2K14,3690.38%-newNEW
HONEYWELL AEROSPACE INCHONA$3.2K14,3690.38%-newNEW
TRANSDIGM GROUP INCTDG$3.1K2,3250.37%+0.02pp21qHELD
ECOLAB INCECL$3.0K10,6410.35%-0.01pp25qHELD
LINDE PLCLIN$2.6K5,0540.31%-0.01pp14qHELD
AMGEN INCAMGN$2.4K6,7640.29%-0.02pp18qHELD
VISA INCV$2.4K7,0380.29%+0.08pp31q+34.8%
GOLDMAN SACHS GROUP INCGS$2.4K2,3750.29%-0.01pp30q-13.1%
CATERPILLAR INCCAT$2.4K2,2240.28%+0.08pp5qHELD
DIAMONDBACK ENERGY INCFANG$2.3K12,8020.27%-0.06pp4qHELD
BOEING COBA$2.2K10,2440.26%+0.03pp6q+10.9%
VANGUARD WORLD FDVSGX$2.1K25,9020.25%flat4q-6.4%
ISHARES TRIVV$2.1K2,7520.24%-newNEW
RB GLOBAL INCRBA$2.0K17,5700.24%+0.03pp13qHELD
STATE STR SPDR S&P 500 ETF TSPY$1.9K2,5270.22%+0.01pp4q-0.5%
EVERPURE INCP$1.9K23,8400.22%+0.01pp13q-12.8%
AXON ENTERPRISE INCAXON$1.9K3,3150.22%-newNEW
PSB HLDGS INC WISPSBQ$1.8K35,3730.21%+0.09pp7qHELD
CISCO SYS INCCSCO$1.8K15,1230.21%+0.06pp17qHELD
STRYKER CORPORATIONSYK$1.8K5,6400.21%-0.04pp24q-4.2%
OREILLY AUTOMOTIVE INCORLY$1.7K18,9500.21%-0.05pp21q-10.6%
ISHARES TRDSI$1.7K12,0290.20%flat4q-8.8%
HOWMET AEROSPACE INCHWM$1.7K6,1990.20%+0.02pp15q+1.1%
INTUITIVE SURGICAL INCISRG$1.7K4,1700.20%+0.01pp25q+31.5%
AMETEK INCAME$1.6K6,5950.19%-0.01pp23q-8.6%
DEXCOM INCDXCM$1.6K23,6450.19%flat25qHELD
SERVICETITAN INCTTAN$1.6K22,3000.19%+0.15pp4q+457.5%+$1.3K
WOODWARD INCWWD$1.6K3,6920.19%+0.02pp31qHELD
INTERNATIONAL BUSINESS MACHSIBM$1.5K5,4880.18%+0.01pp19q-1.3%
UBER TECHNOLOGIES INCUBER$1.5K20,9030.18%+0.04pp21q+40.4%
ASML HLDG NVASML$1.5K7490.18%-newNEW
IRHYTHM HOLDINGS INCIRTC$1.4K12,0200.17%+0.01pp20q+14.3%
INVESCO QQQ TRQQQ$1.4K1,9170.17%+0.02pp14q-0.8%
BROADCOM INCAVGO$1.4K3,6880.17%+0.02pp11q+1.4%
META PLATFORMS INCMETA$1.4K2,4230.16%+0.08pp14q+129.9%
TOAST INCTOST$1.3K47,5500.16%flat10q+4.4%
CROWDSTRIKE HLDGS INCCRWD$1.3K1,6980.15%+0.07pp3qHELD
PROSHARES TRSSO$1.2K18,1100.14%+0.02pp4qHELD
GE AEROSPACEGE$1.2K3,1160.14%+0.02pp17qHELD
PROCTER & GAMBLE COPG$1.1K7,6330.13%-0.01pp31qHELD
EXXON MOBIL CORPXOMXXXX$1.1K8,1650.13%-0.04pp21q+0.9%
ABBVIE INCABBV$1.1K4,2650.13%flat10q-5.7%
WABTECWAB$1.1K3,9400.13%+0.01pp21q+8.0%
DIMENSIONAL ETF TRUSTDFAT$89812,8510.11%flat21qHELD
AAR CORPAIR$8936,2500.11%+0.02pp9qHELD
COCA COLA COKO$86410,6310.10%flat22qHELD
INTEL CORPINTC$8325,9580.10%+0.07pp2q+0.9%
EMERSON ELEC COEMR$8125,6720.10%flat20qHELD
Stora Enso OyjSEOAY$80675,6360.10%-0.02pp14qHELD
VANGUARD WHITEHALL FDSVYM$8025,0760.10%flat4qHELD
TEXAS INSTRS INCTXN$7732,5940.09%+0.05pp20q+41.4%
CELCUITY INCCELC$7667,3180.09%flat4q+17.9%
WATSCO INCWSO$7611,8250.09%flat2qHELD
MCDONALDS CORPMCD$7472,7670.09%-0.02pp26qHELD
UNION PAC CORPUNP$7362,7050.09%flat24q+0.6%
DIMENSIONAL ETF TRUSTDFUV$72713,2150.09%flat17qHELD
CURTISS WRIGHT CORPCW$7209500.09%flat6qHELD
UL SOLUTIONS INCULS$6986,8500.08%+0.01pp8qHELD
NOVANTA INCNOVT$6954,2830.08%+0.02pp3qHELD
PHILIP MORRIS INTL INCPM$6733,7220.08%-newNEW
VANGUARD INDEX FDSVBK$6521,7840.08%+0.01pp4q-0.8%
VANGUARD INDEX FDSVBR$6432,6470.08%flat4qHELD
TAIWAN SEMICONDUCTOR MANUFACTSM$6141,2860.07%-newNEW
ARISTA NETWORKS INCANET$6023,5430.07%-newNEW
MEDLINE INCMDLN$57214,5000.07%-newNEW
GILEAD SCIENCES INCGILD$5704,5150.07%-0.01pp31qHELD
DEVON ENERGY CORP NEWDVN$54813,2650.07%-0.02pp4qHELD
CVS HEALTH CORPCVS$5265,0900.06%-newNEW
ASSOCIATED BANC CORPASB$52316,9990.06%+0.01pp22qHELD
DUTCH BROS INCBROS$5037,0000.06%+0.01pp11qHELD
INTUITINTU$4951,8950.06%-newNEW
TEXAS PACIFIC LAND CORPORATITPL$4921,1250.06%-newNEW
VANGUARD SCOTTSDALE FDSVCSH$4836,1150.06%+0.01pp4q+21.2%
TOTALENERGIES SETTE$4716,0530.06%-0.01pp3q+5.3%
SHERWIN WILLIAMS COSHW$4671,3560.06%+0.02pp4q+42.7%
ADVANCED MICRO DEVICES INCAMD$4668020.06%-newNEW
WELLS FARGO & COWFCPRL$4634000.05%flat5qHELD
ADAPTIVE BIOTECHNOLOGIES CORADPT$45021,0000.05%+0.02pp2q+31.2%
TYLER TECHNOLOGIES INCTYL$4131,4140.05%-0.72pp11q-91.9%-$4.7K
VANGUARD BD INDEX FDSBSV$4125,2840.05%flat4q+3.7%
SELECT SECTOR SPDR TRXLK$4112,1560.05%+0.01pp4qHELD
WELLS FARGO & COWFC$4084,9420.05%flat13q+0.8%
VERIZON COMMUNICATIONS INCVZ$4009,4530.05%-0.01pp11qHELD
DYNEX CAP INCDX$39330,0000.05%flat3q+15.4%
ISHARES TRDVY$3932,5120.05%flat9qHELD
SPX TECHNOLOGIES INCSPXC$3921,6000.05%+0.01pp5qHELD
BANK MONTREAL MEDIUMBMO$3872,1890.05%+0.01pp31qHELD
RBC BEARINGS INCRBC$3866000.05%flat4qHELD
MUELLER INDS INCMLI$3823,1060.05%flat8qHELD
BANK OF NY MELLON CORPBNY$3802,6280.05%+0.01pp6q+1.0%
GUARDANT HEALTH INCGH$3752,5000.04%-newNEW
BRISTOL-MYERS SQUIBB COBMY$3716,4350.04%-0.01pp31qHELD
CME GROUP INCCME$3641,6520.04%-0.02pp19qHELD
RUBRIK INC.RBRK$3614,5000.04%-newNEW
SCHWAB STRATEGIC TRSCHD$35811,2940.04%+0.01pp3q+36.2%
ISHARES TRIVW$3512,5500.04%flat4qHELD
PALO ALTO NETWORKS INCPANW$3491,0220.04%-newNEW
VANGUARD BD INDEX FDSBND$3304,4970.04%flat4q+3.1%
VANGUARD BD INDEX FDSBIV$3294,2950.04%flat4q+3.9%
CHUBB LIMITEDCB$3289620.04%flat11q+0.5%
WAYSTAR HLDG CORPWAY$32615,9000.04%-0.01pp2qHELD
CAPITAL ONE FINL CORPCOF$3231,6090.04%flat11qHELD
XPO INCXPO$3211,5650.04%flat4qHELD
SAVERS VALUE VLG INCSVV$31331,0000.04%+0.01pp2qHELD
TESLA INCTSLA$3087330.04%flat4q+5.2%
AEROVIRONMENT INCAVAV$2891,7500.03%-0.01pp5qHELD
SPDR SERIES TRUSTSDY$2881,8940.03%flat4qHELD
PACER FDS TRCOWZ$2804,5000.03%flat4qHELD
FIRSTSERVICE CORP NEWFSV$2771,9500.03%+0.01pp2q+25.8%
VIPER ENERGY INCVNOM$2766,5000.03%-0.01pp2qHELD
WEC ENERGY GROUP INCWEC$2742,3430.03%-0.03pp10q-45.8%
FLOOR & DECOR HLDGS INCFND$2734,6000.03%flat2qHELD
ISHARES TRIVE$2731,2030.03%flat4qHELD
RTX CORPORATIONRTX$2691,4180.03%flat8q+1.1%
BUILDERS FIRSTSOURCE INCBLDR$2592,9050.03%-newNEW
HEWLETT PACKARD ENTERPRISE CHPE$2585,7120.03%-newNEW
GRAYSCALE BITCOIN MINI TR ETBTC$2549,7890.03%-0.01pp6qHELD
MICRON TECHNOLOGY INCMU$2452120.03%-newNEW
ISHARES TRIJR$2441,6450.03%flat9q-18.2%
VANGUARD SPECIALIZED FUNDSVIG$2371,0000.03%flat4qHELD
SPDR GOLD TRGLD$2366420.03%-0.01pp3qHELD
UNILEVER PLCUL$2323,8650.03%flat3qHELD
NICOLET BANKSHARES INCNIC$2221,3400.03%-newNEW
SOFI TECHNOLOGIES INCSOFI$22212,4000.03%flat2qHELD
ISHARES TRIEFA$2202,2860.03%-newNEW
CASELLA WASTE SYS INCCWST$2182,2500.03%-newNEW
KLA CORPKLAC$2177180.03%-newNEW
J P MORGAN EXCHANGE TRADED FJEPQ$2153,5000.03%-newNEW
AGNC INVT CORPAGNC$19618,0000.02%flat2q+12.5%
EMPNIA INC SERIES A-1$5010,0000.01%flat3qHELD
NIGHTWARE INC$5098,0390.01%flat4qHELD
LINEAGE CELL THERAPEUTICS INLCTX$1310,0000.00%flat3qHELD
NaturalShrimp IncSHMP$0150,0000.00%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Not classified 100.0%
 
SectorValueShare
Not classified$1.9K100.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$841.9K1792548391944.7%27
Q1 2026$774.8K1731237631842.6%36
Q4 2025$856.8K1791248461743.0%30
Q3 2025$839.8K184462554843.2%28
Q2 2025$786.6K1461258182945.2%23
Q1 2025$713.9K1631158342442.7%23
Q4 2024$710.8K1761053371942.0%37
Q3 2024$703.4K185286334841.9%31
Q2 2024$643.2K1653643313941.3%44
Q1 2024$631.3K1683568243140.8%17
Q4 2023$585.6K164225145940.8%23
Q3 2023$522.9K1511243401040.2%16
Q2 2023$539.8K1491547311141.4%28
Q1 2023$515.2M1451256121339.8%14
Q4 2022$483.8K146153539740.2%23
Q3 2022$444.7M138971231538.6%28
Q2 2022$445.3M1441979261839.5%22
Q1 2022$492.5M14399215741.0%25
Q4 2021$482.9M1412486131040.6%45
Q3 2021$425.6M12798116840.9%39
Q2 2021$378.9M126246714344.1%34
Q1 2021$339.7M10582738846.3%22
Q4 2020$320.2M1051243271246.2%21
Q3 2020$276.5M105253615744.3%13
Q2 2020$250.1M87223221445.2%29
Q1 2020$213.0M69616291244.9%7
Q4 2019$253.7M7561923244.9%21
Q3 2019$232.0M712357544.2%15
Q2 2019$222.2M7444210244.4%15
Q1 2019$209.2M7254014443.0%12
Q4 2018$177.1M71000041.2%35

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.