WoodTrust Financial Corp

13F filer · CIK 0001725247

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$842MU.S. long equity reported on 13F

Positions14319 new · 18 closed

Net flow last quarter-$15MBuys minus sells

Top 10 positions weight31.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026143 positions
AMATApplied Materials Inc	$43.5M	5.17%	0.01%	-8.6%	Q2 2022
BRK.BBerkshire Hathaway Inc	$31.6M	3.75%	Not reported	+19.5%	Q4 2017
VOTVan Kampen Municipal Opportunity Trust II	$28.3M	3.36%	Not reported	-6.3%	Q4 2017
JPMJPMorgan Chase & Co	$27.7M	3.29%	0.00%	+15.9%	Q4 2017
GOOGLAlphabet Inc.	$25.8M	3.06%	0.00%	-4.8%	Q4 2017
AMZNAmazon Com Inc	$25.5M	3.03%	0.00%	-4.8%	Q4 2017
AAPLApple Inc.	$24.4M	2.90%	0.00%	-4.1%	Q4 2017
MSFTMicrosoft Corp	$22.5M	2.68%	0.00%	-1.9%	Q4 2017
JNJJohnson & Johnson	$18.2M	2.16%	0.00%	-30.7%	Q4 2017
BRK.ABerkshire Hathaway Inc	$15.7M	1.87%	Not reported	+5.0%	Q4 2017
GOOGAlphabet Inc.	$14.2M	1.68%	Not reported	-8.6%	Q4 2017
WMTWalmart Inc.	$14M	1.66%	0.00%	-3.2%	Q3 2019
AXPAmerican Express Co	$12.4M	1.47%	0.01%	-3.4%	Q4 2017
UNHUnitedhealth Group Inc	$12M	1.43%	0.00%	-6.4%	Q2 2018
HDHome Depot, Inc.	$10.8M	1.28%	0.00%	+5.9%	Q4 2017
PEPPepsico Inc	$10.1M	1.20%	0.01%	+0.3%	Q4 2017
PFEPfizer Inc	$10M	1.19%	0.01%	+3.1%	Q4 2017
DEDeere & Co	$9.51M	1.13%	0.01%	-2.5%	Q1 2022
WMWaste Management Inc	$9.46M	1.12%	0.01%	+1.0%	Q4 2017
COSTCostco Wholesale Corp	$8.91M	1.06%	0.00%	-3.6%	Q4 2017
SBUXStarbucks Corp	$7.86M	0.93%	0.01%	-1.5%	Q1 2020
NVDANvidia Corp	$7.43M	0.88%	0.00%	+270.3%	Q2 2021
GDGeneral Dynamics Corp	$7.41M	0.88%	0.01%	-2.0%	Q4 2020
CVXChevron Corp	$7.02M	0.83%	0.00%	-3.9%	Q4 2017
NKENIKE, Inc.	$6.87M	0.82%	0.01%	+9.8%	Q4 2017
BACBank of America Corp	$6.79M	0.81%	0.00%	+733.2%	Q4 2020
NOWServiceNow, Inc.	$6.4M	0.76%	0.01%	+16.2%	Q2 2022
IDXXIdexx Laboratories Inc	$6.2M	0.74%	0.01%	+0.7%	Q3 2025
NOCNorthrop Grumman Corp	$5.86M	0.70%	0.01%	-1.1%	Q4 2017
VRSKVerisk Analytics, Inc.	$5.14M	0.61%	0.02%	+4.9%	Q2 2021
GEVGE Vernova Inc.	$5M	0.59%	0.00%	+0.1%	Q2 2024
CRMSalesforce, Inc.	$4.49M	0.53%	0.00%	-11.7%	Q1 2020
LLYELI LILLY & Co	$3.98M	0.47%	0.00%	+48.4%	Q2 2020
FASTFastenal Co	$3.71M	0.44%	0.01%	+2.7%	Q2 2020
GNRCGenerac Holdings Inc.	$3.62M	0.43%	0.02%	Not reported	Q2 2022
ROKRockwell Automation, Inc	$3.24M	0.38%	0.01%	0.0%	Q2 2021
HONHoneywell International Inc	$3.22M	0.38%	0.00%	-2.4%	Q4 2017
HONAHoneywell Aerospace Inc.	$3.18M	0.38%	Not reported	-2.4%	Q2 2026
TDGTransDigm Group INC	$3.1M	0.37%	0.00%	Not reported	Q3 2020
ECLEcolab Inc.	$2.96M	0.35%	0.00%	0.0%	Q2 2020
LINLinde PLC	$2.62M	0.31%	0.00%	+0.2%	Q4 2020
AMGNAmgen Inc	$2.45M	0.29%	0.00%	+0.1%	Q4 2017
VVisa Inc.	$2.42M	0.29%	0.00%	+34.8%	Q4 2017
GSGoldman Sachs Group Inc	$2.4M	0.29%	0.00%	-13.1%	Q1 2019
CATCaterpillar Inc	$2.37M	0.28%	0.00%	+0.2%	Q4 2017
FANGDiamondback Energy, Inc.	$2.25M	0.27%	0.00%	0.0%	Q3 2025
BABoeing Co	$2.22M	0.26%	0.00%	+10.9%	Q4 2017
RBARB Global Inc.	$2.05M	0.24%	0.01%	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$1.89M	0.22%	Not reported	-0.5%	Q4 2017
PEverpure, Inc.	$1.88M	0.22%	0.01%	-12.8%	Q2 2023

Q1 2026Reported May 6, 2026141 positions
VOTVan Kampen Municipal Opportunity Trust II	$25.4M	3.27%	Not reported	-9.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$25.3M	3.26%	Not reported	-7.9%	Q4 2017
JNJJohnson & Johnson	$25.2M	3.26%	0.00%	-8.4%	Q4 2017
AMZNAmazon Com Inc	$23.4M	3.03%	0.00%	-5.6%	Q4 2017
MSFTMicrosoft Corp	$22.8M	2.94%	0.00%	-3.3%	Q4 2017
AMATApplied Materials Inc	$22.5M	2.90%	0.01%	-13.7%	Q2 2022
AAPLApple Inc.	$22.3M	2.88%	0.00%	-8.5%	Q4 2017
GOOGLAlphabet Inc.	$21.8M	2.81%	0.00%	-10.2%	Q4 2017
JPMJPMorgan Chase & Co	$21.5M	2.78%	0.00%	-6.9%	Q4 2017
WMTWalmart Inc.	$15.9M	2.05%	0.00%	-9.0%	Q3 2019
BRK.ABerkshire Hathaway Inc	$14.4M	1.85%	Not reported	+5.3%	Q4 2017
GOOGAlphabet Inc.	$12.6M	1.62%	Not reported	-12.7%	Q4 2017
PEPPepsico Inc	$11.6M	1.49%	0.01%	+4.5%	Q4 2017
AXPAmerican Express Co	$11.5M	1.48%	0.01%	-5.9%	Q4 2017
PFEPfizer Inc	$11.4M	1.47%	0.01%	+2.3%	Q4 2017
COSTCostco Wholesale Corp	$9.85M	1.27%	0.00%	-10.0%	Q4 2017
WMWaste Management Inc	$9.66M	1.25%	0.01%	+4.0%	Q4 2017
HDHome Depot, Inc.	$9.49M	1.22%	0.00%	-3.2%	Q4 2017
DISWalt Disney Co	$9.23M	1.19%	0.01%	-3.3%	Q4 2017
CVXChevron Corp	$9.12M	1.18%	0.00%	-3.6%	Q4 2017
DEDeere & Co	$8.66M	1.12%	0.01%	-6.3%	Q1 2022
UNHUnitedhealth Group Inc	$8.34M	1.08%	0.00%	+24.0%	Q2 2018
NKENIKE, Inc.	$8.05M	1.04%	0.01%	+37.5%	Q4 2017
NOCNorthrop Grumman Corp	$7.93M	1.02%	0.01%	-9.0%	Q4 2017
PYPLPayPal Holdings, Inc.	$7.55M	0.97%	0.02%	+58.1%	Q2 2020
GDGeneral Dynamics Corp	$7.32M	0.94%	0.01%	-9.0%	Q4 2020
SBUXStarbucks Corp	$7M	0.90%	0.01%	+3.7%	Q1 2020
HONHoneywell International Inc	$6.65M	0.86%	0.00%	-4.1%	Q4 2017
IDXXIdexx Laboratories Inc	$6.57M	0.85%	0.01%	-3.8%	Q3 2025
CRMSalesforce, Inc.	$6.05M	0.78%	0.00%	-45.6%	Q1 2020
TYLTyler Technologies Inc	$5.95M	0.77%	0.04%	+10.6%	Q4 2023
NOWServiceNow, Inc.	$5.81M	0.75%	0.01%	+1720.8%	Q2 2022
VRSKVerisk Analytics, Inc.	$5.19M	0.67%	0.02%	+3.6%	Q2 2021
GEVGE Vernova Inc.	$3.72M	0.48%	0.00%	-10.7%	Q2 2024
FASTFastenal Co	$3.49M	0.45%	0.01%	+2.7%	Q2 2020
ECLEcolab Inc.	$2.83M	0.37%	0.00%	-0.2%	Q2 2020
TDGTransDigm Group INC	$2.7M	0.35%	0.00%	+9.4%	Q3 2020
FANGDiamondback Energy, Inc.	$2.53M	0.33%	0.00%	Not reported	Q3 2025
LINLinde PLC	$2.5M	0.32%	0.00%	Not reported	Q4 2020
GNRCGenerac Holdings Inc.	$2.42M	0.31%	0.02%	+25.3%	Q2 2022
AMGNAmgen Inc	$2.38M	0.31%	0.00%	+3.8%	Q4 2017
ROKRockwell Automation, Inc	$2.35M	0.30%	0.01%	+5.8%	Q2 2021
GSGoldman Sachs Group Inc	$2.31M	0.30%	0.00%	-46.7%	Q1 2019
LLYELI LILLY & Co	$2.06M	0.27%	0.00%	+13.5%	Q2 2020
ORLYO Reilly Automotive Inc	$1.96M	0.25%	0.00%	Not reported	Q3 2020
SYKStryker Corp	$1.94M	0.25%	0.00%	Not reported	Q3 2020
LOWLowes Companies Inc	$1.91M	0.25%	0.00%	-4.7%	Q2 2020
BABoeing Co	$1.84M	0.24%	0.00%	+5.7%	Q4 2017
NVDANvidia Corp	$1.75M	0.23%	0.00%	+14.3%	Q2 2021
RBARB Global Inc.	$1.68M	0.22%	0.01%	-42.3%	Q2 2023

Q4 2025Reported Jan 30, 2026143 positions
MSFTMicrosoft Corp	$30.8M	3.59%	0.00%	+0.9%	Q4 2017
VOTVan Kampen Municipal Opportunity Trust II	$30.4M	3.55%	Not reported	+0.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$28.8M	3.36%	Not reported	-0.9%	Q4 2017
AMZNAmazon Com Inc	$27.5M	3.21%	0.00%	+1.0%	Q4 2017
GOOGLAlphabet Inc.	$26.4M	3.08%	0.00%	-2.1%	Q4 2017
AAPLApple Inc.	$26.1M	3.05%	0.00%	-1.1%	Q4 2017
JPMJPMorgan Chase & Co	$25.3M	2.95%	0.00%	-0.6%	Q4 2017
JNJJohnson & Johnson	$23.3M	2.72%	0.00%	+0.1%	Q4 2017
AMATApplied Materials Inc	$19.6M	2.29%	0.01%	-2.2%	Q2 2022
CRMSalesforce, Inc.	$15.8M	1.84%	0.01%	0.0%	Q1 2020
GOOGAlphabet Inc.	$15.8M	1.84%	Not reported	-2.4%	Q4 2017
WMTWalmart Inc.	$15.6M	1.82%	0.00%	-2.8%	Q3 2019
AXPAmerican Express Co	$14.9M	1.74%	0.01%	-1.5%	Q4 2017
BRK.ABerkshire Hathaway Inc	$14.3M	1.67%	Not reported	Not reported	Q4 2017
DISWalt Disney Co	$11.3M	1.31%	0.01%	+0.3%	Q4 2017
HDHome Depot, Inc.	$10.3M	1.20%	0.00%	+0.1%	Q4 2017
PEPPepsico Inc	$10.2M	1.19%	0.01%	-8.0%	Q4 2017
PFEPfizer Inc	$9.85M	1.15%	0.01%	-4.0%	Q4 2017
COSTCostco Wholesale Corp	$9.47M	1.11%	0.00%	-2.1%	Q4 2017
WMWaste Management Inc	$8.89M	1.04%	0.01%	-4.8%	Q4 2017
IDXXIdexx Laboratories Inc	$8.22M	0.96%	0.02%	-0.4%	Q3 2025
UNHUnitedhealth Group Inc	$8.21M	0.96%	0.00%	-7.3%	Q2 2018
GDGeneral Dynamics Corp	$7.89M	0.92%	0.01%	+1.5%	Q4 2020
DEDeere & Co	$7.64M	0.89%	0.01%	+1.0%	Q1 2022
NOCNorthrop Grumman Corp	$7.28M	0.85%	0.01%	+1.5%	Q4 2017
TYLTyler Technologies Inc	$7.14M	0.83%	0.03%	+2318.3%	Q4 2023
NKENIKE, Inc.	$7.06M	0.82%	0.01%	-13.6%	Q4 2017
CVXChevron Corp	$6.97M	0.81%	0.00%	-2.0%	Q4 2017
SBUXStarbucks Corp	$6.35M	0.74%	0.01%	+9.6%	Q1 2020
PYPLPayPal Holdings, Inc.	$6.16M	0.72%	0.01%	-35.1%	Q2 2020
HONHoneywell International Inc	$5.99M	0.70%	0.00%	+2.0%	Q4 2017
VRSKVerisk Analytics, Inc.	$5.9M	0.69%	0.02%	+1.1%	Q2 2021
GSGoldman Sachs Group Inc	$4.51M	0.53%	0.00%	-66.9%	Q1 2019
RBARB Global Inc.	$3.13M	0.37%	0.02%	-3.4%	Q2 2023
GEVGE Vernova Inc.	$3.12M	0.36%	0.00%	+16.5%	Q2 2024
FASTFastenal Co	$2.94M	0.34%	0.01%	+6.3%	Q2 2020
TDGTransDigm Group INC	$2.83M	0.33%	0.00%	Not reported	Q3 2020
ECLEcolab Inc.	$2.8M	0.33%	0.00%	+0.4%	Q2 2020
MDBMongoDB, Inc.	$2.79M	0.33%	0.01%	+23.2%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$2.72M	0.32%	Not reported	-1.5%	Q3 2020
ROKRockwell Automation, Inc	$2.4M	0.28%	0.01%	Not reported	Q2 2021
ISRGIntuitive Surgical Inc	$2.37M	0.28%	0.00%	+0.5%	Q2 2020
PEverpure, Inc.	$2.24M	0.26%	0.01%	-0.2%	Q2 2023
LINLinde PLC	$2.15M	0.25%	0.00%	Not reported	Q4 2020
AMGNAmgen Inc	$2.13M	0.25%	0.00%	-12.1%	Q4 2017
LLYELI LILLY & Co	$2.12M	0.25%	0.00%	+2.1%	Q2 2020
SYKStryker Corp	$2.07M	0.24%	0.00%	+1.1%	Q3 2020
LOWLowes Companies Inc	$2.04M	0.24%	0.00%	-1.2%	Q2 2020
AONAon plc	$2.01M	0.24%	0.00%	-6.2%	Q2 2021
VVisa Inc.	$1.96M	0.23%	0.00%	-0.2%	Q4 2017

Q3 2025Reported Oct 28, 2025149 positions
MSFTMicrosoft Corp	$32.7M	3.89%	0.00%	Not reported	Q4 2017
VOTVan Kampen Municipal Opportunity Trust II	$31.9M	3.80%	Not reported	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$29.1M	3.46%	Not reported	Not reported	Q4 2017
AMZNAmazon Com Inc	$25.9M	3.09%	0.00%	Not reported	Q4 2017
JPMJPMorgan Chase & Co	$24.9M	2.97%	0.00%	Not reported	Q4 2017
AAPLApple Inc.	$24.7M	2.94%	0.00%	Not reported	Q4 2017
GOOGLAlphabet Inc.	$21M	2.49%	0.00%	Not reported	Q4 2017
JNJJohnson & Johnson	$20.9M	2.49%	0.00%	Not reported	Q4 2017
AMATApplied Materials Inc	$15.9M	1.90%	0.01%	Not reported	Q2 2022
WMTWalmart Inc.	$14.9M	1.77%	0.00%	Not reported	Q3 2019
BRK.ABerkshire Hathaway Inc	$14.3M	1.71%	Not reported	Not reported	Q4 2017
CRMSalesforce, Inc.	$14.1M	1.68%	0.01%	Not reported	Q1 2020
AXPAmerican Express Co	$13.6M	1.62%	0.01%	Not reported	Q4 2017
GOOGAlphabet Inc.	$12.5M	1.49%	Not reported	Not reported	Q4 2017
GSGoldman Sachs Group Inc	$12.3M	1.47%	0.01%	Not reported	Q1 2019
HDHome Depot, Inc.	$12.1M	1.44%	0.00%	Not reported	Q4 2017
DISWalt Disney Co	$11.3M	1.35%	0.01%	Not reported	Q4 2017
PYPLPayPal Holdings, Inc.	$10.9M	1.30%	0.02%	Not reported	Q2 2020
PEPPepsico Inc	$10.9M	1.30%	0.01%	Not reported	Q4 2017
PFEPfizer Inc	$10.5M	1.25%	0.01%	Not reported	Q4 2017
COSTCostco Wholesale Corp	$10.4M	1.24%	0.00%	Not reported	Q4 2017
WMWaste Management Inc	$9.38M	1.12%	0.01%	Not reported	Q4 2017
UNHUnitedhealth Group Inc	$9.26M	1.10%	0.00%	Not reported	Q2 2018
NKENIKE, Inc.	$8.94M	1.07%	0.01%	Not reported	Q4 2017
GDGeneral Dynamics Corp	$7.87M	0.94%	0.01%	Not reported	Q4 2020
IDXXIdexx Laboratories Inc	$7.79M	0.93%	0.02%	New	Q3 2025
NOCNorthrop Grumman Corp	$7.67M	0.91%	0.01%	Not reported	Q4 2017
DEDeere & Co	$7.43M	0.88%	0.01%	Not reported	Q1 2022
CVXChevron Corp	$7.25M	0.86%	0.00%	Not reported	Q4 2017
VRSKVerisk Analytics, Inc.	$6.56M	0.78%	0.02%	Not reported	Q2 2021
HONHoneywell International Inc	$6.33M	0.75%	0.00%	Not reported	Q4 2017
SBUXStarbucks Corp	$5.82M	0.69%	0.01%	Not reported	Q1 2020
RBARB Global Inc.	$3.41M	0.41%	0.02%	Not reported	Q2 2023
FASTFastenal Co	$3.37M	0.40%	0.01%	Not reported	Q2 2020
ECLEcolab Inc.	$2.91M	0.35%	0.00%	Not reported	Q2 2020
PEverpure, Inc.	$2.81M	0.33%	0.01%	Not reported	Q2 2023
TDGTransDigm Group INC	$2.8M	0.33%	0.00%	Not reported	Q3 2020
QQQInvesco QQQ Trust, Series 1	$2.7M	0.32%	Not reported	Not reported	Q3 2020
GEVGE Vernova Inc.	$2.52M	0.30%	0.00%	Not reported	Q2 2024
APPAppLovin Corp	$2.5M	0.30%	0.00%	New	Q3 2025
ORLYO Reilly Automotive Inc	$2.4M	0.29%	0.00%	Not reported	Q3 2020
LINLinde PLC	$2.4M	0.29%	0.00%	Not reported	Q4 2020
AONAon plc	$2.17M	0.26%	0.00%	Not reported	Q2 2021
ROKRockwell Automation, Inc	$2.16M	0.26%	0.01%	Not reported	Q2 2021
CSGPCostar Group, Inc.	$2.16M	0.26%	0.01%	Not reported	Q3 2022
SYKStryker Corp	$2.15M	0.26%	0.00%	Not reported	Q3 2020
LOWLowes Companies Inc	$2.15M	0.26%	0.00%	Not reported	Q2 2020
RMDResmed Inc	$2.12M	0.25%	0.01%	Not reported	Q2 2020
AMGNAmgen Inc	$2.09M	0.25%	0.00%	Not reported	Q4 2017
BXBlackstone Inc.	$1.94M	0.23%	0.00%	Not reported	Q4 2021

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