WOODTRUST FINANCIAL CORP 13F Portfolio
WOODTRUST FINANCIAL CORP runs WOODTRUST FINANCIAL CORP and currently holds 178 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $825.16M. Their top holdings are EFA, AMAT, VWO, BRK-B, MSFT. The top five represent 28.5% of reported portfolio weight. WOODTRUST FINANCIAL CORP ranks #400 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WOODTRUST FINANCIAL CORP initiated 1 new position. They added to 28 existing positions. They trimmed 52 positions. Their current best-performing preview position is ADPT with returns of +139.07%.
Portfolio Value
$825.16M
Alpha Score
63.6
#400 of 1000
Holdings
178
WOODTRUST FINANCIAL CORP Current 13F Holdings
Reported holdings from WOODTRUST FINANCIAL CORP's latest SEC 13F filing, ranked by portfolio weight.
178 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 EFA ISHARES TR MSCI EAFE ETF | 12.08% | $80.26 | $103.40 | +28.83% | Trimmed -0.19% |
 VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 4.01% | $54.19 | $59.77 | +10.29% | Added +0.31% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.80% | $319.43 | $515.44 | +61.36% | Trimmed -0.13% |
 MSFT MICROSOFT CORP COM | 3.70% | $163.34 | $535.07 | +227.58% | Trimmed -1.39% |
 AMAT APPLIED MATLS INC COM | 3.56% | $144.56 | $507.03 | +250.74% | Trimmed -4.60% |
 JPM JPMORGAN CHASE & CO COM | 3.33% | $147.95 | $333.01 | +125.08% | Trimmed -1.84% |
 AAPL APPLE INC COM | 3.33% | $82.57 | $336.68 | +307.75% | Trimmed -2.24% |
 VOE VANGUARD INDEX FDS MRNGSTR MD CP VA | 3.29% | $174.58 | $202.26 | +15.86% | Trimmed -5.08% |
 IWN ISHARES TR RUS 2000 VAL ETF | 3.23% | $151.96 | $210.87 | +38.77% | Trimmed -3.69% |
 AMZN AMAZON COM INC COM | 3.21% | $165.11 | $262.43 | +58.94% | Trimmed -0.68% |
Showing 1-10 of 178