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

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 10 of 14

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Antero Midstream Corp

AM|03676B102

Shares:35.0K

Value:$630.0K

% of Portfolio:44.6% ($630.0K/$1.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.8K

Value:$624.0K

% of Portfolio:44.2% ($624.0K/$1.4M)

Shell plc

SHEL|780259305

Shares:8.5K

Value:$623.0K

% of Portfolio:44.1% ($623.0K/$1.4M)

921946406

VYM|921946406

Shares:4.7K

Value:$611.0K

% of Portfolio:43.3% ($611.0K/$1.4M)

STARBUCKS CORP

SBUX|855244109

Shares:6.2K

Value:$606.0K

% of Portfolio:42.9% ($606.0K/$1.4M)

97717W281

Shares:12.2K

Value:$589.0K

% of Portfolio:41.7% ($589.0K/$1.4M)

INNODATA INC

INOD|457642205

Shares:16.4K

Value:$589.0K

% of Portfolio:41.7% ($589.0K/$1.4M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.3K

Value:$575.0K

% of Portfolio:40.7% ($575.0K/$1.4M)

92206C706

VGIT|92206C706

Shares:9.6K

Value:$568.0K

% of Portfolio:40.2% ($568.0K/$1.4M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:5.2K

Value:$568.0K

% of Portfolio:40.2% ($568.0K/$1.4M)

Allegion plc

ALLE|G0176J109

Shares:4.3K

Value:$567.0K

% of Portfolio:40.2% ($567.0K/$1.4M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:5.1K

Value:$557.0K

% of Portfolio:39.5% ($557.0K/$1.4M)

DOVER Corp

DOV|260003108

Shares:3.1K

Value:$552.0K

% of Portfolio:39.1% ($552.0K/$1.4M)

000375204

Shares:10.4K

Value:$545.0K

% of Portfolio:38.6% ($545.0K/$1.4M)

464287705

IJJ|464287705

Shares:4.5K

Value:$543.0K

% of Portfolio:38.5% ($543.0K/$1.4M)

316188309

Shares:11.8K

Value:$539.0K

% of Portfolio:38.2% ($539.0K/$1.4M)

Avery Dennison Corp

AVY|053611109

Shares:3.0K

Value:$534.0K

% of Portfolio:37.8% ($534.0K/$1.4M)

FASTENAL CO

FAST|311900104

Shares:6.8K

Value:$531.0K

% of Portfolio:37.6% ($531.0K/$1.4M)

AT&T INC.

T|00206R102

Shares:18.4K

Value:$520.0K

% of Portfolio:36.8% ($520.0K/$1.4M)

464287614

IWF|464287614

Shares:1.4K

Value:$507.0K

% of Portfolio:35.9% ($507.0K/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Antero Midstream Corp(AMcusip03676B102)	35.0K	QoQ 0.00% (+0) YoY +133.33% (+20.0K)	All Managers (Combined)	$630.0K	44.6% ($630.0K/$1.4M)	QoQ +19.31% (+$0) YoY +198.57% (+$0)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.8K	QoQ -2.46% (-95) YoY +88.00% (+1.8K)	All Managers (Combined)	$624.0K	44.2% ($624.0K/$1.4M)	QoQ -18.00% (-$0) YoY +129.41% (+$0)
Shell plc(SHELcusip780259305)	8.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$623.0K	44.1% ($623.0K/$1.4M)	QoQ +16.88% (+$0) YoY +9.29% (+$0)
(VYMcusip921946406)	4.7K	QoQ 0.00% (+0) YoY -1.86% (-90)	All Managers (Combined)	$611.0K	43.3% ($611.0K/$1.4M)	QoQ +0.99% (+$0) YoY +4.62% (-$0)
STARBUCKS CORP(SBUXcusip855244109)	6.2K	QoQ -7.12% (-474) YoY -28.95% (-2.5K)	All Managers (Combined)	$606.0K	42.9% ($606.0K/$1.4M)	QoQ -0.16% (-$0) YoY -23.77% (-$0)
(cusip97717W281)✕	12.2K	QoQ +3.37% (+398) YoY +5.19% (+602)	All Managers (Combined)	$589.0K	41.7% ($589.0K/$1.4M)	QoQ +2.07% (+$0) YoY 0.00% (+$0)
INNODATA INC(INODcusip457642205)	16.4K	QoQ NEW(+16.4K) YoY NEW(+16.4K)	All Managers (Combined)	$589.0K	41.7% ($589.0K/$1.4M)	QoQ NEW(+$1) YoY NEW(+$1)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.3K	QoQ -6.57% (-230) YoY -6.57% (-230)	All Managers (Combined)	$575.0K	40.7% ($575.0K/$1.4M)	QoQ -14.81% (-$0) YoY +1.59% (-$0)
(VGITcusip92206C706)	9.6K	QoQ +9.69% (+845) YoY -15.83% (-1.8K)	All Managers (Combined)	$568.0K	40.2% ($568.0K/$1.4M)	QoQ +12.47% (+$0) YoY -14.58% (-$0)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	5.2K	QoQ 0.00% (+0) YoY -0.72% (-38)	All Managers (Combined)	$568.0K	40.2% ($568.0K/$1.4M)	QoQ +15.91% (+$0) YoY +31.78% (-$0)
Allegion plc(ALLEcusipG0176J109)	4.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$567.0K	40.2% ($567.0K/$1.4M)	QoQ -0.17% (-$0) YoY -3.07% (-$0)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	5.1K	QoQ 0.00% (+0) YoY -4.65% (-247)	All Managers (Combined)	$557.0K	39.5% ($557.0K/$1.4M)	QoQ +5.09% (+$0) YoY +0.54% (-$0)
DOVER Corp(DOVcusip260003108)	3.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$552.0K	39.1% ($552.0K/$1.4M)	QoQ -6.28% (-$0) YoY -0.89% (-$0)
(cusip000375204)✕	10.4K	QoQ -0.81% (-86) YoY -5.83% (-648)	All Managers (Combined)	$545.0K	38.6% ($545.0K/$1.4M)	QoQ -3.71% (-$0) YoY +5.82% (-$0)
(IJJcusip464287705)	4.5K	QoQ -21.64% (-1.3K) YoY -35.37% (-2.5K)	All Managers (Combined)	$543.0K	38.5% ($543.0K/$1.4M)	QoQ -24.89% (-$0) YoY -34.57% (-$0)
(cusip316188309)✕	11.8K	QoQ 0.00% (+0) YoY NEW(+11.8K)	All Managers (Combined)	$539.0K	38.2% ($539.0K/$1.4M)	QoQ +1.89% (+$0) YoY NEW(+$1)
Avery Dennison Corp(AVYcusip053611109)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$534.0K	37.8% ($534.0K/$1.4M)	QoQ -4.81% (-$0) YoY -20.29% (-$0)
FASTENAL CO(FASTcusip311900104)	6.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$531.0K	37.6% ($531.0K/$1.4M)	QoQ +7.70% (+$0) YoY +0.56% (+$0)
AT&T INC.(Tcusip00206R102)	18.4K	QoQ -0.45% (-85) YoY -2.08% (-391)	All Managers (Combined)	$520.0K	36.8% ($520.0K/$1.4M)	QoQ +23.51% (-$0) YoY +57.09% (-$0)
(IWFcusip464287614)	1.4K	QoQ 0.00% (-0) YoY +6.12% (+81)	All Managers (Combined)	$507.0K	35.9% ($507.0K/$1.4M)	QoQ -9.94% (-$0) YoY +13.67% (+$0)