Boston-Family-Office

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FLEX",
  "MPWR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "INOD",
  "ATR",
  "GATX",
  null,
  null,
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "VDE",
  "AXP",
  "ASML",
  "T",
  "AM",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "BSX",
  null,
  "D",
  "EOG",
  null,
  "RLAY",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  "UNP",
  "QCOM",
  "HUBB",
  "LEN",
  "ITW",
  "AMAT",
  "EMR",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  "FRST",
  null,
  "IQV",
  null,
  "KMI",
  "LIN",
  "MMC",
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  "MDLZ",
  "DUOL",
  "NEOG",
  "FTV",
  "NTRS",
  "HIG",
  "HOLX",
  "NVS",
  null,
  "ORLY",
  "BX",
  "FAST",
  "ANSS",
  "IJR",
  "ORCL",
  "VGIT",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "VGSH",
  "PGR",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "NN",
  "AMGN",
  "KVUE",
  "NYT",
  "ROK",
  "SPGI",
  null,
  "NOW",
  "SHW",
  "ROP",
  "ROST",
  "SHEL",
  "RTX",
  "STX",
  null,
  "AMT",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "TYL",
  "UL",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "EBC",
  "ALC",
  "VWO",
  "VIG",
  null,
  "IWO",
  "WY",
  "TSM",
  "VYM",
  "VRTX",
  "K",
  "TT",
  "SAIC",
  "LECO",
  "STWD",
  "AVY",
  "AFL",
  "APH",
  "ALLE",
  "SDY",
  "FI",
  "DOV",
  "WEC",
  "DEO",
  "WM",
  "FSLR",
  "IWR",
  "WCN",
  "IR",
  "IDXX",
  "RACE",
  "NVO",
  "AMZN",
  "IVE",
  null,
  "EGP",
  "CEF",
  null,
  "VEU",
  "USB",
  null,
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  "VEA",
  null,
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  "BND",
  "BSV",
  "VB",
  "VOO",
  "VUSB",
  "VLTO",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WELL",
  null,
  "YUMC",
  "XYL",
  "ZBRA",
  null,
  null,
  null,
  "AEM",
  null,
  "NSC",
  "JCI",
  "NXPI",
  "TER",
  "TRMB",
  "OTIS",
  "CRM",
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  "SYY",
  "MCK",
  "FDX",
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BMY",
  "CHRW",
  "CARR",
  "CVX",
  "LNG",
  "CHD",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CPRT",
  "COST",
  "GLW",
  "CRSP",
  "CRWD",
  "CVS",
  "DHR",
  "DE",
  "FANG",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  null,
  "MO",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 280
Total Value: 1411911
Accession Number: 0001039807-25-000004
Form Type: 13F-HR
CIK: boston-family-office
Manager Name: Boston-Family-Office

Data Enrichment

86% identified

242 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

280 positions • $1.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 14

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Apple Inc.

AAPL|037833100

Shares:297.8K

Value:$66.1M

% of Portfolio:4684.8% ($66.1M/$1.4M)

MICROSOFT CORP

MSFT|594918104

Shares:138.4K

Value:$52.0M

% of Portfolio:3679.5% ($52.0M/$1.4M)

VISA INC.

V|92826C839

Shares:137.4K

Value:$48.1M

% of Portfolio:3410.1% ($48.1M/$1.4M)

AMAZON COM INC

AMZN|023135106

Shares:247.9K

Value:$47.2M

% of Portfolio:3340.5% ($47.2M/$1.4M)

Alphabet Inc.

GOOG|02079K107

Shares:208.6K

Value:$32.6M

% of Portfolio:2308.7% ($32.6M/$1.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:59.5K

Value:$31.7M

% of Portfolio:2245.0% ($31.7M/$1.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:126.9K

Value:$30.0M

% of Portfolio:2123.4% ($30.0M/$1.4M)

ANSYS INC

ANSS|03662Q105

Shares:93.2K

Value:$29.5M

% of Portfolio:2089.1% ($29.5M/$1.4M)

922908363

VOO|922908363

Shares:55.0K

Value:$28.3M

% of Portfolio:2001.6% ($28.3M/$1.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:49.4K

Value:$27.6M

% of Portfolio:1957.3% ($27.6M/$1.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:126.6K

Value:$27.5M

% of Portfolio:1950.9% ($27.5M/$1.4M)

S&P Global Inc.

SPGI|78409V104

Shares:52.7K

Value:$26.8M

% of Portfolio:1897.0% ($26.8M/$1.4M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:105.5K

Value:$25.7M

% of Portfolio:1823.4% ($25.7M/$1.4M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:84.8K

Value:$25.0M

% of Portfolio:1771.4% ($25.0M/$1.4M)

APTARGROUP, INC.

ATR|038336103

Shares:166.5K

Value:$24.7M

% of Portfolio:1750.0% ($24.7M/$1.4M)

ECOLAB INC.

ECL|278865100

Shares:96.7K

Value:$24.5M

% of Portfolio:1736.0% ($24.5M/$1.4M)

Salesforce, Inc.

CRM|79466L302

Shares:90.0K

Value:$24.2M

% of Portfolio:1711.2% ($24.2M/$1.4M)

STRYKER CORP

SYK|863667101

Shares:64.5K

Value:$24.0M

% of Portfolio:1700.7% ($24.0M/$1.4M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:134.2K

Value:$23.7M

% of Portfolio:1675.1% ($23.7M/$1.4M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:72.1K

Value:$22.0M

% of Portfolio:1560.8% ($22.0M/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	297.8K	QoQ -6.11% (-19.4K) YoY -9.59% (-31.6K)	All Managers (Combined)	$66.1M	4684.8% ($66.1M/$1.4M)	QoQ -16.72% (-$13) YoY +17.10% (-$10)
MICROSOFT CORP(MSFTcusip594918104)	138.4K	QoQ +2.27% (-3.1K) YoY +2.65% (-3.6K)	All Managers (Combined)	$52.0M	3679.5% ($52.0M/$1.4M)	QoQ -8.90% (-$5) YoY -8.40% (-$5)
VISA INC.(Vcusip92826C839)	137.4K	QoQ -1.07% (-1.5K) YoY -2.31% (-3.3K)	All Managers (Combined)	$48.1M	3410.1% ($48.1M/$1.4M)	QoQ +9.70% (-$4) YoY +22.67% (-$9)
AMAZON COM INC(AMZNcusip023135106)	247.9K	QoQ +0.66% (-1.6K) YoY -1.75% (-4.4K)	All Managers (Combined)	$47.2M	3340.5% ($47.2M/$1.4M)	QoQ -12.69% (-$7) YoY +3.62% (-$2)
Alphabet Inc.(GOOGcusip02079K107)	208.6K	QoQ +0.09% (-192) YoY -0.78% (-1.7K)	All Managers (Combined)	$32.6M	2308.7% ($32.6M/$1.4M)	QoQ -17.88% (-$7) YoY +1.79% (-$1)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	59.5K	QoQ -2.60% (-1.6K) YoY -3.68% (-2.3K)	All Managers (Combined)	$31.7M	2245.0% ($31.7M/$1.4M)	QoQ +14.42% (-$4) YoY +21.97% (-$6)
UNION PACIFIC CORP(UNPcusip907818108)	126.9K	QoQ -2.48% (-3.2K) YoY -4.58% (-6.1K)	All Managers (Combined)	$30.0M	2123.4% ($30.0M/$1.4M)	QoQ +1.02% (-$0) YoY -8.34% (-$3)
ANSYS INC(ANSScusip03662Q105)	93.2K	QoQ -1.90% (-1.8K) YoY -3.95% (-3.8K)	All Managers (Combined)	$29.5M	2089.1% ($29.5M/$1.4M)	QoQ -7.95% (-$3) YoY -12.41% (-$4)
(VOOcusip922908363)	55.0K	QoQ +25.24% (+11.1K) YoY +357.04% (+43.0K)	All Managers (Combined)	$28.3M	2001.6% ($28.3M/$1.4M)	QoQ +19.45% (+$5) YoY +388.60% (+$22)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	49.4K	QoQ -3.77% (-1.9K) YoY -32.95% (-24.3K)	All Managers (Combined)	$27.6M	1957.3% ($27.6M/$1.4M)	QoQ -8.15% (-$2) YoY -28.30% (-$11)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	126.6K	QoQ -0.77% (-990) YoY -2.18% (-2.8K)	All Managers (Combined)	$27.5M	1950.9% ($27.5M/$1.4M)	QoQ +17.72% (-$4) YoY +7.71% (-$2)
S&P Global Inc.(SPGIcusip78409V104)	52.7K	QoQ -0.13% (-69) YoY +2.65% (+1.4K)	All Managers (Combined)	$26.8M	1897.0% ($26.8M/$1.4M)	QoQ +1.88% (-$0) YoY +22.59% (+$5)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	105.5K	QoQ -1.55% (-1.7K) YoY -4.39% (-4.9K)	All Managers (Combined)	$25.7M	1823.4% ($25.7M/$1.4M)	QoQ +13.10% (-$3) YoY +13.25% (-$3)
Air Products & Chemicals, Inc.(APDcusip009158106)	84.8K	QoQ -1.80% (-1.6K) YoY -2.09% (-1.8K)	All Managers (Combined)	$25.0M	1771.4% ($25.0M/$1.4M)	QoQ -0.14% (-$0) YoY +19.17% (-$4)
APTARGROUP, INC.(ATRcusip038336103)	166.5K	QoQ -3.43% (-5.9K) YoY -10.76% (-20.1K)	All Managers (Combined)	$24.7M	1750.0% ($24.7M/$1.4M)	QoQ -8.79% (-$2) YoY -7.97% (-$2)
ECOLAB INC.(ECLcusip278865100)	96.7K	QoQ -2.15% (-2.1K) YoY -5.03% (-5.1K)	All Managers (Combined)	$24.5M	1736.0% ($24.5M/$1.4M)	QoQ +5.86% (-$1) YoY +4.26% (-$1)
Salesforce, Inc.(CRMcusip79466L302)	90.0K	QoQ -1.39% (-1.3K) YoY -1.44% (-1.3K)	All Managers (Combined)	$24.2M	1711.2% ($24.2M/$1.4M)	QoQ -20.85% (-$6) YoY -12.18% (-$3)
STRYKER CORP(SYKcusip863667101)	64.5K	QoQ +3.37% (+2.1K) YoY +5.42% (+3.3K)	All Managers (Combined)	$24.0M	1700.7% ($24.0M/$1.4M)	QoQ +6.88% (+$2) YoY +9.65% (+$2)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	134.2K	QoQ -0.58% (-785) YoY -2.14% (-2.9K)	All Managers (Combined)	$23.7M	1675.1% ($23.7M/$1.4M)	QoQ -10.80% (-$3) YoY -31.78% (-$11)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	72.1K	QoQ +2.21% (+1.6K) YoY +0.45% (+329)	All Managers (Combined)	$22.0M	1560.8% ($22.0M/$1.4M)	QoQ +6.68% (+$1) YoY +22.89% (+$4)