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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) |
|---|
| CIK | Period |
|---|---|
| 0000108295 0001008877 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 101.6 | ||
| Microsoft Corp | 79.6 | ||
| O Reilly Automotive Inc | 52.8 | ||
| Intuitive Surgical Inc | 45.8 | ||
| Apple Inc | 34.9 | ||
| Alphabet Inc | 28.7 | ||
| Fortinet Inc | 28.3 | ||
| Oracle Corp | 26.3 | ||
| Costco Wholesale Corp /NEW | 22.1 | ||
| Home Depot Inc | 22.0 | ||
| United Technologies Corp /DE/ | 21.8 | ||
| J P Morgan Chase & Co | 20.0 | ||
| Alphabet Inc | 19.9 | ||
| Abbott Laboratories | 18.4 | ||
| Automatic Data Processing Inc | 17.2 | ||
| AbbVie Inc | 17.1 | ||
| Zscaler Inc | 15.5 | ||
| Wal Mart Stores Inc | 13.9 | ||
| VISA Inc | 13.4 | ||
| Idexx Laboratories Inc /DE | 13.1 | ||
| Ecolab Inc | 13.1 | ||
| Exxon Mobil Corp | 12.9 | ||
| Emerson Electric Co | 12.9 | ||
| Johnson & Johnson | 12.4 | ||
| Fiserv Inc | 12.4 | ||
| Cisco Systems Inc | 12.2 | ||
| Procter & Gamble Co | 12.0 | ||
| Illinois Tool Works Inc | 11.3 | ||
| PepsiCo Inc | 11.2 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Matrix Asset Advisors Inc
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|
NY | 1.2 |
|
Syntegra Private Wealth Group LLC
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|
MO | 1.2 |
|
Haven Global Partners LLC
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|
GA | 1.2 |
|
The Planning Center Inc
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|
IL | 1.2 |
|
The Pinnacle Financial Group
✚
|
NY | 1.2 |
|
Intellus Advisors LLC
✚
|
FL | 1.2 |
|
Greene Wealth Management LLC
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|
WA | 1.2 |
|
Riverfront Investment Group LLC
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|
VA | 1.2 |
|
Strategic Investment Advisors LLC
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|
MI | 1.2 |
|
Revolve Wealth Partners LLC
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|
NJ | 1.2 |