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, "VUG", "VEA", null, "VXUS", "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", "SWKS", "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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Boston-Family-Office
Data Enrichment
86% identified242 identified38 unidentified
Holdings
280 positions
Manager:
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Page 1 of 14
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 297.8K | All Managers (Combined) | $66.1M | ||
MICROSOFT CORP(MSFTcusip594918104) | 138.4K | All Managers (Combined) | $52.0M | QoQ -8.90% (-$5)YoY -8.40% (-$5) | |
137.4K | All Managers (Combined) | $48.1M | QoQ +9.70% (-$4)YoY +22.67% (-$9) | ||
AMAZON COM INC(AMZNcusip023135106) | 247.9K | All Managers (Combined) | $47.2M | QoQ -12.69% (-$7)YoY +3.62% (-$2) | |
Alphabet Inc.(GOOGcusip02079K107) | 208.6K | All Managers (Combined) | $32.6M | QoQ -17.88% (-$7)YoY +1.79% (-$1) | |
59.5K | All Managers (Combined) | $31.7M | QoQ +14.42% (-$4)YoY +21.97% (-$6) | ||
126.9K | All Managers (Combined) | $30.0M | QoQ +1.02% (-$0)YoY -8.34% (-$3) | ||
93.2K | All Managers (Combined) | $29.5M | QoQ -7.95% (-$3)YoY -12.41% (-$4) | ||
55.0K | All Managers (Combined) | $28.3M | |||
49.4K | All Managers (Combined) | $27.6M | QoQ -8.15% (-$2) | ||
126.6K | All Managers (Combined) | $27.5M | QoQ +17.72% (-$4)YoY +7.71% (-$2) | ||
S&P Global Inc.(SPGIcusip78409V104) | 52.7K | QoQ -0.13% (-69) | All Managers (Combined) | $26.8M | QoQ +1.88% (-$0)YoY +22.59% (+$5) |
105.5K | All Managers (Combined) | $25.7M | QoQ +13.10% (-$3)YoY +13.25% (-$3) | ||
84.8K | All Managers (Combined) | $25.0M | QoQ -0.14% (-$0)YoY +19.17% (-$4) | ||
APTARGROUP, INC.(ATRcusip038336103) | 166.5K | All Managers (Combined) | $24.7M | QoQ -8.79% (-$2)YoY -7.97% (-$2) | |
ECOLAB INC.(ECLcusip278865100) | 96.7K | All Managers (Combined) | $24.5M | QoQ +5.86% (-$1)YoY +4.26% (-$1) | |
Salesforce, Inc.(CRMcusip79466L302) | 90.0K | All Managers (Combined) | $24.2M | QoQ -20.85% (-$6)YoY -12.18% (-$3) | |
STRYKER CORP(SYKcusip863667101) | 64.5K | All Managers (Combined) | $24.0M | QoQ +6.88% (+$2)YoY +9.65% (+$2) | |
134.2K | All Managers (Combined) | $23.7M | |||
72.1K | All Managers (Combined) | $22.0M | QoQ +6.68% (+$1)YoY +22.89% (+$4) |