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| Woodstock Corporation
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|---|---|
| CRD # | 110662 |
| SEC # | 801-4782 |
| CIK # | 0000108295, 0001008877 |
| AUM | $1.1 BB (2024-06-24) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 617-227-0600 |
| Address | 101 Arch Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 91.0 | |
| MSFT | 1,918,222.4 | 73.6 | |
| ORLY | 41,441.2 | 43.2 | |
| ISRG | 72,505.6 | 41.2 | |
| AAPL | 2,382,844.0 | 37.9 | |
| GOOG | 1,482,566.4 | 30.3 | |
| GOOGL | 1,475,138.5 | 20.9 | |
| HD | 277,648.0 | 20.5 | |
| COST | 207,576.9 | 18.9 | |
| FTNT | 45,169.3 | 18.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 42.5 |
| (b) Individuals (high net worth individuals) | 136 | 1,011.3 |
| (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 | 15.5 |
| (h) Charitable organizations | 8 | 27.6 |
| (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 | 19.3 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 1,116.3 |
| By Discretionary | ||
| Discretionary | 560 | 1,116.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 560 | 1,116.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 1,111.9 | |
| Total | 560 | 1,116.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001008877] |
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