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| Happy Holidays!! thanks for using AUM13F!! |
| Woodstock Corporation
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| CRD # | 110662 |
| SEC # | 801-4782 |
| CIK # | 0000108295, 0001008877 |
| AUM | $1.2 B (2025-06-18) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 617-227-0600 |
| Address | 101 Arch Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 101.6 | ||
| Microsoft Corp | 79.6 | ||
| O Reilly Automotive Inc | 52.8 | ||
| Intuitive Surgical Inc | 45.8 | ||
| Apple Inc | 34.9 | ||
| Alphabet Inc | 28.7 | ||
| Fortinet Inc | 28.3 | ||
| Oracle Corp | 26.3 | ||
| Costco Wholesale Corp /NEW | 22.1 | ||
| Home Depot Inc | 22.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 44.1 |
| (b) Individuals (high net worth individuals) | 140 | 1,078.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 16.7 |
| (h) Charitable organizations | 8 | 26.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 19.4 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 1,185.6 |
| By Discretionary | ||
| Discretionary | 568 | 1,185.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 568 | 1,185.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 1,180.9 | |
| Total | 568 | 1,185.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001008877] |
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Riverfront Investment Group LLC
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VA | 1.2 |
|
Strategic Investment Advisors LLC
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MI | 1.2 |
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