Bank Of Stockton has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $331 Million distributed in 157 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 $53.9M, Ishares Core S&P Mid Cap ETF with a value of $46.4M, Ishares Core S&P Sm Cap ETF with a value of $19.5M, Vanguard Bd Index Fd Inc Inter with a value of $18M, and Ishares S&P 500 Value ETF with a value of $10.3M.
Examining the 13F form we can see an increase of $15.5M in the current position value, from $315M to 331M.
Below you can find more details about Bank Of Stockton portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
ETFs: $182 Million
Technology: $42.3 Million
Financial Services: $26.4 Million
Healthcare: $17.3 Million
Communication Services: $12.7 Million
Industrials: $12.1 Million
Consumer Defensive: $11.8 Million
Consumer Cyclical: $11.1 Million
Other: $15.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
