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WoodTrust Financial Corp

All holdings · as of Dec 31, 2025

180 positions

CompanyClassValueShares% of portfolio
ASSOCIATED BANC-CORP$43616,9430.1%
CME Group Inc$4511,6500.1%
WEC ENERGY GROUP, INC.$4564,3210.1%
Alibaba Group Holding LtdBABAADR$4583,1250.1%
WELLS FARGO & COMPANY/MN$4614,9470.1%
ServiceNow Inc$4673,0500.1%
DIMENSIONAL ETF TRUST US MKTWIDE VALUE$47010,0810.1%
WELLS FARGO CO NEW PERP PFD CNV A$4854000.1%
Devon Energy Corp$48513,2500.1%
AAR CORP$5176,2500.1%
CURTISS WRIGHT CORP$5249500.1%
UL Solutions Inc.$5406,8500.1%
GILEAD SCIENCES, INC.$5554,5250.1%
Samsara Inc.$58816,6000.1%
Celcuity Inc.CELCCommon Stock$6196,2070.1%
Union Pacific Corp$6222,6880.1%
DIMENSIONAL ETF TRUST US TARGETED VLU$63410,6480.1%
VANGUARD INDEX FDS SML CP GRW ETF$6352,1020.1%
ABBOTT LABORATORIES$6415,1220.1%
VANGUARD INDEX FDS SM CP VAL ETF$6503,0690.1%
Meta Platforms Inc$6549910.1%
COCA COLA CO$6899,8500.1%
Workday Inc$6933,2300.1%
DESCARTES SYSTEMS GROUP INC$6937,9000.1%
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT$7183,7500.1%
EMERSON ELECTRIC CO$7515,6560.1%
Insulet Corp$7582,6650.1%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$7793,6480.1%
BANK OF AMERICA CORP /DE$78614,2920.1%
VANGUARD WHITEHALL FDS HIGH DIV YLD$8115,6500.1%
ORACLE CORP$8344,2750.1%
MCDONALD'S CORP$8592,8120.1%
Guidewire Software, Inc.$8744,3500.1%
VANGUARD BD INDEX FDS INTERMED TERM$87511,2360.1%
VANGUARD BD INDEX FDS TOTAL BND MRKT$87711,8380.1%
RESMED INC$8803,6550.1%
RYAN SPECIALTY HOLDINGS, INC.$92117,8500.1%
PSB HLDGS INC WIS COM$92335,3730.1%
STORA ENSO OYJ SPON ADR REP R$95175,6360.1%
EXXON MOBIL CORP$9828,1590.1%
AbbVie Inc.$1.0K4,5220.1%
Dexcom Inc$1.1K16,2400.1%
VANGUARD BD INDEX FDS SHORT TRM BOND$1.1K13,8950.1%
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD$1.1K13,7500.1%
PROCTER & GAMBLE Co$1.1K7,6590.1%
Woodward Inc$1.1K3,6920.1%
CISCO SYSTEMS, INC.$1.2K15,0740.1%
Howmet Aerospace Inc.$1.3K6,1330.1%
CATERPILLAR INC$1.3K2,2190.1%
ISHARES TR ESG MSCI KLD 400$1.3K9,9580.1%
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