Bank Of Stockton has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $313 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $51.4M, Ishares Core S&P Mid Cap ETF with a value of $42.4M, Vanguard Bd Index Fd Inc Inter with a value of $16M, Ishares Core S&P Sm Cap ETF with a value of $15.9M, and Ishares S&P 500 Value ETF with a value of $10.9M.
Examining the 13F form we can see an decrease of $15.6M in the current position value, from $329M to 313M.
Below you can find more details about Bank Of Stockton portfolio as well as his latest detailed transactions.
Portfolio value
$313 Million
ETFs: $171 Million
Technology: $34.8 Million
Financial Services: $28 Million
Healthcare: $16.1 Million
Communication Services: $13.9 Million
Consumer Defensive: $12.1 Million
Industrials: $11.4 Million
Consumer Cyclical: $10.8 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
