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| Woodstock Corporation
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| CRD # | 110662 |
| SEC # | 801-4782 |
| CIK # | 0000108295, 0001008877 |
| AUM | 1,291.9 M (2026-06-29) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 617-227-0600 |
| Address | 21 Custom House Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 100.6 | ||
| Microsoft Corp | 59.5 | ||
| Alphabet Inc | 51.1 | ||
| O Reilly Automotive Inc | 51.1 | ||
| Apple Inc | 48.0 | ||
| Alphabet Inc | 37.8 | ||
| Fortinet Inc | 35.6 | ||
| Intuitive Surgical Inc | 32.3 | ||
| United Technologies Corp /DE/ | 27.2 | ||
| AbbVie Inc | 23.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 46.3 |
| (b) Individuals (high net worth individuals) | 140 | 1,170.7 |
| (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 | 21.4 |
| (h) Charitable organizations | 8 | 30.3 |
| (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 | 23.1 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 1,291.9 |
| By Discretionary | ||
| Discretionary | 577 | 1,291.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 577 | 1,291.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.8 | |
| United States Persons | 1,284.1 | |
| Total | 577 | 1,291.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001008877] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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