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:
Search and click to pin securities to the top
Page 11 of 14
464288646
Shares:9.4K
Value:$495.0K
936711050
Shares:9.0K
Value:$494.0K
46641Q654
Shares:8.1K
Value:$413.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
INSULET CORP(PODDcusip45784P101) | 1.9K | QoQ 0.00% (+0)YoY NEW(+1.9K) | All Managers (Combined) | $499.0K | QoQ +0.60% (+$0)YoY NEW(+$0) |
DIAGEO PLC(DEOcusip25243Q205) | 4.8K | All Managers (Combined) | $498.0K | QoQ -22.42% (-$0)YoY -74.06% (-$1) | |
(cusip464288646)✕ | 9.4K | QoQ +2.05% (+190)YoY +1.24% (+116) | All Managers (Combined) | $495.0K | QoQ +3.34% (+$0)YoY +3.34% (+$0) |
(cusip936711050)✕ | 9.0K | All Managers (Combined) | $494.0K | QoQ +3.78% (+$0)YoY +11.76% (+$0) | |
10.6K | All Managers (Combined) | $479.0K | QoQ +3.23% (+$0)YoY -29.35% (-$0) | ||
27.4K | QoQ 0.00% (-0)YoY NEW(+27.4K) | All Managers (Combined) | $449.0K | QoQ -4.87% (-$0)YoY NEW(+$0) | |
3.8K | QoQ 0.00% (-0)YoY -0.95% (-37) | All Managers (Combined) | $441.0K | QoQ -15.83% (-$0)YoY -33.88% (-$0) | |
6.8K | QoQ NEW(+6.8K) YoY NEW(+6.8K) | All Managers (Combined) | $431.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
SYSCO CORP(SYYcusip871829107) | 5.7K | QoQ -0.56% (-32)YoY -2.70% (-157) | All Managers (Combined) | $424.0K | QoQ -2.52% (-$0)YoY -10.16% (-$0) |
Duolingo, Inc.(DUOLcusip26603R106) | 1.3K | All Managers (Combined) | $415.0K | QoQ -4.15% (-$0)YoY +40.67% (+$0) | |
(cusip46641Q654)✕ | 8.1K | All Managers (Combined) | $413.0K | QoQ -9.42% (-$0)YoY -16.05% (-$0) | |
1.5K | QoQ 0.00% (+0) | All Managers (Combined) | $403.0K | QoQ +9.80% (+$0)YoY +94.68% (+$0) | |
Broadcom Inc.(AVGOcusip11135F101) | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $402.0K | QoQ +28.43% (+$0)YoY NEW(+$0) |
1.1K | QoQ +4.34% (-45)YoY NEW(+1.1K) | All Managers (Combined) | $401.0K | QoQ -5.64% (-$0)YoY NEW(+$0) | |
5.0K | All Managers (Combined) | $400.0K | QoQ +1.26% (+$0)YoY +22.32% (+$0) | ||
855 | All Managers (Combined) | $398.0K | QoQ +11.17% (+$0)YoY +0.25% (+$0) | ||
3.0K | All Managers (Combined) | $384.0K | QoQ +10.66% (+$0)YoY +65.51% (+$0) | ||
2.1K | QoQ 0.00% (-0)YoY -0.55% (-12) | All Managers (Combined) | $384.0K | QoQ -4.23% (-$0)YoY +2.40% (-$0) | |
Blackstone Inc.(BXcusip09260D107) | 2.7K | All Managers (Combined) | $382.0K | QoQ -18.89% (-$0)YoY +6.40% (+$0) | |
CVS HEALTH Corp(CVScusip126650100) | 5.5K | All Managers (Combined) | $374.0K | QoQ +8.72% (-$0) |