BANK OF STOCKTON
Sector Allocation
- Other44.8%$149.2M
- Technology23.8%$79.2M
- Financials9.2%$30.6M
- Industrials5.0%$16.5M
- Healthcare4.4%$14.5M
- Consumer Staples3.9%$13.0M
- Consumer Discretionary3.6%$12.0M
- Energy2.0%$6.6M
- Communication Services1.4%$4.5M
- Utilities1.0%$3.3M
AUM History
13fpro.ai/research/fund/bank-of-stockton-1387723
Conviction and streaks
Stable · top 10 = 54.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES:$56.7M
- ISHARES:$36.1M
- ISHARES:$16.4M
MU
$14.4MAAPL
$13.9MGOOGL
$9.8MMSFT
$9.2M- ISHARES:$9.1M
- ISHARES:$7.5M
- ISHARES:$7.5M
JPM
$6.9MKLAC
$6.7MCOST
$6.1MAMZN
$5.1MPH
$4.7MV
$4.5M- ISHARES:$4.1M
ADI
$4.1MWMT
$3.8M- VANGUARD$3.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bank-of-stockton-1387723
BANK OF STOCKTON 13F holdings — Q3 2026
$332.9M portfolio (-6.5% QoQ) · 124 holdings · Q3 2026 13F · top 10 are 54% of the stock portfolio
- 1
ISHARES: S&P 500 INDEX - Equities
$56.7M
17.0% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES: S&P MIDCAP 400 INDEX - Equities
$36.1M
10.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES: S&P SMALLCAP 600 INDEX - Equities
$16.4M
4.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $14.4M
4.3% of stocks
-1%This quarter+3.6%Since filed11+ qtrsHeld$13.9M
4.2% of stocks
-1%This quarter+2.2%Since filed11+ qtrsHeld$9.8M
2.9% of stocks
-2%This quarter-5.8%Since filed11+ qtrsHeld$9.2M
2.8% of stocks
-4%This quarter-0.1%Since filed11+ qtrsHeld- 8
ISHARES: Core MSCI Emerging Mar - Equities
$9.1M
2.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES: S&P 500 VALUE INDEX - Equities
$7.5M
2.3% of stocks
-20%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES: MSCI EAFE SMALL CAP - Equities
$7.5M
2.2% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES: S&P 500 INDEX - Equities | $56.7M | 17.0% | -13% | — | — | — | — | |
| 2 | ISHARES: S&P MIDCAP 400 INDEX - Equities | $36.1M | 10.8% | -3% | — | — | — | — | |
| 3 | ISHARES: S&P SMALLCAP 600 INDEX - Equities | $16.4M | 4.9% | -3% | — | — | — | — | |
| 4 | $14.4M | 4.3% | -1% | +3.6% | 11+ qtrsTrimmed 4 qtrs in a row | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $13.9M | 4.2% | -1% | +2.2% | 11+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $9.8M | 2.9% | -2% | -5.8% | 11+ qtrsTrimmed 3 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $9.2M | 2.8% | -4% | -0.1% | 11+ qtrsTrimmed 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES: Core MSCI Emerging Mar - Equities | $9.1M | 2.7% | -2% | — | — | — | — | |
| 9 | ISHARES: S&P 500 VALUE INDEX - Equities | $7.5M | 2.3% | -20% | — | — | — | — | |
| 10 | ISHARES: MSCI EAFE SMALL CAP - Equities | $7.5M | 2.2% | -0.4% | — | — | — | — |
All holdings — BANK OF STOCKTON (Q3 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $6.9M | 2.1% | 21K | -0.8% | 11+ qtrs | 71.9 | 13F | |
| 12 | KLA CORP | Technology | $6.7M | 2.0% | 34K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.1M | 1.8% | 6,738 | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $5.1M | 1.5% | 20K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Parker-Hannifin Corp | Industrials | $4.7M | 1.4% | 4,900 | -3% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | VISA INC. | Financials | $4.5M | 1.4% | 13K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES: US PFD STOCK INDEX - Equitiespreferred | — | $4.1M | 1.2% | 139K | +2% | — | — | 13F |
| 18 | ANALOG DEVICES INC | Technology | $4.1M | 1.2% | 10K | -0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Walmart Inc. | Consumer Staples | $3.8M | 1.1% | 37K | +0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD MORNINGSTAR TOTAL STOC - Equitiesetf/fund | — | $3.3M | 1.0% | 8,885 | -2% | — | — | 13F |
| 21 | WELLS FARGO & COMPANY/MN | Financials | $3.3M | 1.0% | 41K | -0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Meta Platforms, Inc. | Technology | $3.2M | 0.9% | 4,372 | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ASML HOLDING NV | Technology | $2.8M | 0.8% | 1,559 | -3% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CUMMINS INC | Industrials | $2.7M | 0.8% | 5,238 | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ADVANCED MICRO DEVICES INC | Technology | $2.4M | 0.7% | 3,864 | -14% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AXP | AMERICAN EXPRESS CO | Financials | $2.4M | 0.7% | 7,752 | -0.2% | |||
| 27 | $CAT | CATERPILLAR INC | Industrials | $2.3M | 0.7% | 2,849 | +7% | |||
| 28 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.3M | 0.7% | 4,958 | +11% | |||
| 29 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.3M | 0.7% | 14K | -0.2% | |||
| 30 | — | ISHARES: S&P CA MUNI BOND FUND - Equities | — | $2.0M | 0.6% | 37K | -1% | |||
| 31 | $FLS | FLOWSERVE CORP | Industrials | $2.0M | 0.6% | 27K | -3% | |||
| 32 | $NFLX | NETFLIX INC | Communication Services | $2.0M | 0.6% | 28K | -2% | |||
| 33 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.9M | 0.6% | 9,400 | -2% | |||
| 34 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.9M | 0.6% | 20K | -3% | |||
| 35 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.9M | 0.6% | 2,125 | +2% | |||
| 36 | $CVX | CHEVRON CORP | Energy | $1.9M | 0.6% | 9,265 | -12% | |||
| 37 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | Real Estate | $1.8M | 0.6% | 31K | +6% | |||
| 38 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 0.6% | 6,401 | -6% | |||
| 39 | $QCOM | QUALCOMM INC/DE | Technology | $1.8M | 0.5% | 9,820 | -7% | |||
| 40 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $1.7M | 0.5% | 7,474 | -8% | |||
| 41 | $PANW | Palo Alto Networks Inc | Technology | $1.7M | 0.5% | 4,213 | -14% | |||
| 42 | $SLV | iShares Silver Trust | Financials | $1.6M | 0.5% | 29K | — | |||
| 43 | $MS | MORGAN STANLEY | Financials | $1.5M | 0.5% | 8,147 | +7% | |||
| 44 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.5M | 0.5% | 6,797 | +6% | |||
| 45 | $ORCL | ORACLE CORP | Technology | $1.4M | 0.4% | 10K | -23% | |||
| 46 | $UNP | UNION PACIFIC CORP | Industrials | $1.4M | 0.4% | 5,170 | -11% | |||
| 47 | $MCK | MCKESSON CORP | Consumer Staples | $1.3M | 0.4% | 1,571 | -1% | |||
| 48 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.4% | 8,199 | +8% | |||
| 49 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.3% | 4,410 | -0.9% | |||
| 50 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.2M | 0.3% | 12K | -7% | |||
| 51 | $ILMN | ILLUMINA, INC. | Healthcare | $1.1M | 0.3% | 4,169 | +3% | |||
| 52 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.3% | 3,279 | — | |||
| 53 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $1.1M | 0.3% | 6,056 | -4% | |||
| 54 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.0M | 0.3% | 4,701 | -12% | |||
| 55 | — | ISHARES: S&P 500 GROWTH INDEX - Equities | — | $1.0M | 0.3% | 7,209 | +1% | |||
| 56 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.0M | 0.3% | 2,861 | — | |||
| 57 | $ETR | ENTERGY CORP /DE/ | Utilities | $999K | 0.3% | 10K | -7% | |||
| 58 | $ADBE | ADOBE INC. | Technology | $969K | 0.3% | 4,037 | -16% | |||
| 59 | $USB | US BANCORP DE | Financials | $965K | 0.3% | 17K | -0.2% | |||
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $960K | 0.3% | 4,366 | -2% | |||
| 61 | $DIS | Walt Disney Co | Communication Services | $947K | 0.3% | 9,027 | -10% | |||
| 62 | $FLEX | FLEX LTD. | Technology | $918K | 0.3% | 8,349 | +9% | |||
| 63 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $879K | 0.3% | 2,395 | +13% | |||
| 64 | $DE | DEERE & CO | Industrials | $869K | 0.3% | 1,294 | -10% | |||
| 65 | $MMM | 3M CO | Healthcare | $867K | 0.3% | 5,283 | -5% | |||
| 66 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $847K | 0.3% | 7,138 | -3% | |||
| 67 | $LMT | LOCKHEED MARTIN CORP | Industrials | $820K | 0.3% | 1,611 | -7% | |||
| 68 | $TMUS | T-Mobile US, Inc. | Communication Services | $811K | 0.2% | 4,975 | -2% | |||
| 69 | $SYK | STRYKER CORP | Healthcare | $792K | 0.2% | 2,876 | -7% | |||
| 70 | $DVN | DEVON ENERGY CORP/DE | Energy | $789K | 0.2% | 17K | +23% | |||
| 71 | — | VANGUARD INTERM-TERM BOND ETF - Equities | — | $758K | 0.2% | 10K | -18% | |||
| 72 | — | ISHARES: S&P MIDCAP GROWTH - Equities | — | $755K | 0.2% | 6,888 | -19% | |||
| 73 | $ABBV | AbbVie Inc. | Healthcare | $743K | 0.2% | 2,842 | — | |||
| 74 | $LLY | ELI LILLY & Co | Healthcare | $743K | 0.2% | 642 | -4% | |||
| 75 | $CVE | CENOVUS ENERGY INC. | Energy | $731K | 0.2% | 24K | -15% | |||
| 76 | $COR | Cencora, Inc. | Consumer Staples | $720K | 0.2% | 2,399 | -1% | |||
| 77 | $WAT | WATERS CORP /DE/ | Healthcare | $688K | 0.2% | 1,566 | -3% | |||
| 78 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $682K | 0.2% | 1,410 | — | |||
| 79 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $671K | 0.2% | 1,651 | -15% | |||
| 80 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $666K | 0.2% | 12K | -13% | |||
| 81 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $665K | 0.2% | 2,000 | — | |||
| 82 | $ACN | Accenture plc | Technology | $660K | 0.2% | 3,602 | -3% | |||
| 83 | $MET | METLIFE INC | Financials | $653K | 0.2% | 6,940 | +5% | |||
| 84 | $MDT | Medtronic plc | Healthcare | $649K | 0.2% | 7,521 | -13% | |||
| 85 | $NEE | NEXTERA ENERGY INC | Utilities | $644K | 0.2% | 8,509 | -1% | |||
| 86 | $APD | Air Products & Chemicals, Inc. | Materials | $642K | 0.2% | 2,307 | -6% | |||
| 87 | $AZN | ASTRAZENECA PLC | Healthcare | $633K | 0.2% | 3,923 | -2% | |||
| 88 | $AMGN | AMGEN INC | Healthcare | $632K | 0.2% | 1,499 | +10% | |||
| 89 | $GD | GENERAL DYNAMICS CORP | Industrials | $623K | 0.2% | 1,876 | -5% | |||
| 90 | $CCZ | COMCAST CORP | Communication Services | $581K | 0.2% | 27K | -6% | |||
| 91 | $HAS | HASBRO, INC. | Consumer Discretionary | $544K | 0.2% | 6,199 | -13% | |||
| 92 | $ALL | ALLSTATE CORP | Financials | $518K | 0.2% | 2,337 | -3% | |||
| 93 | $CTAS | CINTAS CORP | Consumer Discretionary | $514K | 0.1% | 2,634 | +7% | |||
| 94 | — | STATE STREET TECHNOLOGY SELECT - Equities | — | $509K | 0.1% | 2,600 | — | |||
| 95 | $ECL | ECOLAB INC. | Materials | $502K | 0.1% | 1,830 | -1.0% | |||
| 96 | — | STATE STREET SPDR BLOOMBERG CON - Equities | — | $476K | 0.1% | 4,700 | — | |||
| 97 | — | ISHARES: MSCI EAFE INDEX FUND - Equities | — | $455K | 0.1% | 4,377 | -3% | |||
| 98 | $EMR | EMERSON ELECTRIC CO | Industrials | $453K | 0.1% | 2,923 | — | |||
| 99 | — | iShares: Select US REIT ETF - Equities | — | $446K | 0.1% | 7,096 | -4% | |||
| 100 | — | STATE STREET ENERGY SELECT SECT - Equities | — | $443K | 0.1% | 7,201 | -7% | |||
| 101 | — | ISHARES: S&P MID CAP VALUE INDE - Equities | — | $441K | 0.1% | 3,201 | -7% | |||
| 102 | — | VANGUARD MORNINGSTAR GROWTH IND - Equities | — | $440K | 0.1% | 4,880 | -0.8% | |||
| 103 | $KMI | KINDER MORGAN, INC. | Energy | $435K | 0.1% | 14K | -3% | |||
| 104 | $KHC | Kraft Heinz Co | Consumer Staples | $426K | 0.1% | 19K | -4% | |||
| 105 | $SPY | SPDR S&P 500 ETF TRUST | — | $421K | 0.1% | 552 | — | |||
| 106 | — | ISHARES: RUSSELL 1000 GROWTH - Equities | — | $414K | 0.1% | 3,305 | -0.5% | |||
| 107 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $378K | 0.1% | 1,793 | +8% | |||
| 108 | $CRM | Salesforce, Inc. | Technology | $348K | 0.1% | 1,517 | -5% | |||
| 109 | $KO | COCA COLA CO | Consumer Staples | $347K | 0.1% | 4,031 | +5% | |||
| 110 | $PPG | PPG INDUSTRIES INC | Materials | $346K | 0.1% | 3,320 | -2% | |||
| 111 | $LULU | lululemon athletica inc. | Consumer Discretionary | $329K | 0.1% | 3,423 | -3% | |||
| 112 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $301K | 0.1% | 2,982 | — | |||
| 113 | $BDX | BECTON DICKINSON & CO | Healthcare | $289K | 0.1% | 1,617 | — | |||
| 114 | $PSX | Phillips 66 | Energy | $284K | 0.1% | 1,113 | New | |||
| 115 | $WM | WASTE MANAGEMENT INC | Utilities | $278K | 0.1% | 1,365 | -0.7% | |||
| 116 | $ICE | Intercontinental Exchange, Inc. | Financials | $261K | 0.1% | 1,720 | — | |||
| 117 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $261K | 0.1% | 1,416 | -2% | |||
| 118 | $CNP | CENTERPOINT ENERGY INC | Utilities | $250K | 0.1% | 6,800 | — | |||
| 119 | $HONA | Honeywell Aerospace Inc. | Industrials | $240K | 0.1% | 1,550 | -7% | |||
| 120 | $EG | EVEREST GROUP, LTD. | Financials | $236K | 0.1% | 647 | — | |||
| 121 | $PEP | PEPSICO INC | Consumer Staples | $234K | 0.1% | 1,844 | — | |||
| 122 | $COP | CONOCOPHILLIPS | Energy | $218K | 0.1% | 1,743 | -16% | |||
| 123 | $VTR | Ventas, Inc. | Real Estate | $213K | 0.1% | 2,500 | — | |||
| 124 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $203K | 0.1% | 4,430 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 19 added to, 86 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
Added to (19)
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD+11%
now $2.3M · held 11+ qtrs, 3 adds in a row
$CATCATERPILLAR INC+7%
now $2.3M · held 10 qtrs
$DVNDEVON ENERGY CORP/DE+23%
now $789K · held 9 qtrs
$UNHUNITEDHEALTH GROUP INC+13%
now $879K · held 11+ qtrs
$MSMORGAN STANLEY+7%
now $1.5M · held 11+ qtrs
$FRFIRST INDUSTRIAL REALTY TRUST INC+6%
now $1.8M · held 5 qtrs, 5 adds in a row
+13 more in the Excel export
Trimmed (86)
- ISHARES: S&P 500 INDEX - Equities-13%
now $56.7M
- ISHARES: S&P 500 VALUE INDEX - Equities-20%
now $7.5M
- ISHARES: S&P MIDCAP 400 INDEX - Equities-3%
now $36.1M
- ISHARES: S&P SMALLCAP 600 INDEX - Equities-3%
now $16.4M
$ORCLORACLE CORP-23%
now $1.4M · held 11+ qtrs, 2 trims in a row
now $9.2M · held 11+ qtrs, 2 trims in a row
+80 more in the Excel export
Holdings by quarter
Every 13F BANK OF STOCKTON has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow BANK OF STOCKTON?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of BANK OF STOCKTON's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BANK OF STOCKTON disclosed 124 positions worth $332.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 2 new positions and exited 4 — including a new stake in $PSX and a full exit from $EA. The portfolio is most concentrated in Other (44.8% of disclosed assets). All figures are sourced directly from BANK OF STOCKTON’s Form 13F-HR filing with the SEC under CIK 1387723.
Funds like this
managers whose biggest positions overlap BANK OF STOCKTON'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: BANK OF STOCKTON
13F Pro is an AI hedge fund tracker and stock research platform. For BANK OF STOCKTON (SEC CIK: 1387723), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BANK OF STOCKTON's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.