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 11 of 14

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INSULET CORP

PODD|45784P101

Shares:1.9K

Value:$499.0K

% of Portfolio:35.3% ($499.0K/$1.4M)

DIAGEO PLC

DEO|25243Q205

Shares:4.8K

Value:$498.0K

% of Portfolio:35.3% ($498.0K/$1.4M)

464288646

Shares:9.4K

Value:$495.0K

% of Portfolio:35.1% ($495.0K/$1.4M)

936711050

Shares:9.0K

Value:$494.0K

% of Portfolio:35.0% ($494.0K/$1.4M)

922042858

VWO|922042858

Shares:10.6K

Value:$479.0K

% of Portfolio:33.9% ($479.0K/$1.4M)

Eastern Bankshares, Inc.

EBC|27627N105

Shares:27.4K

Value:$449.0K

% of Portfolio:31.8% ($449.0K/$1.4M)

LENNAR CORP /NEW/

LEN|526057104

Shares:3.8K

Value:$441.0K

% of Portfolio:31.2% ($441.0K/$1.4M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:6.8K

Value:$431.0K

% of Portfolio:30.5% ($431.0K/$1.4M)

SYSCO CORP

SYY|871829107

Shares:5.7K

Value:$424.0K

% of Portfolio:30.0% ($424.0K/$1.4M)

Duolingo, Inc.

DUOL|26603R106

Shares:1.3K

Value:$415.0K

% of Portfolio:29.4% ($415.0K/$1.4M)

46641Q654

Shares:8.1K

Value:$413.0K

% of Portfolio:29.3% ($413.0K/$1.4M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.5K

Value:$403.0K

% of Portfolio:28.5% ($403.0K/$1.4M)

Broadcom Inc.

AVGO|11135F101

Shares:2.4K

Value:$402.0K

% of Portfolio:28.5% ($402.0K/$1.4M)

922908736

VUG|922908736

Shares:1.1K

Value:$401.0K

% of Portfolio:28.4% ($401.0K/$1.4M)

Johnson Controls International plc

JCI|G51502105

Shares:5.0K

Value:$400.0K

% of Portfolio:28.3% ($400.0K/$1.4M)

LINDE PLC

LIN|G54950103

Shares:855

Value:$398.0K

% of Portfolio:28.2% ($398.0K/$1.4M)

92204A306

VDE|92204A306

Shares:3.0K

Value:$384.0K

% of Portfolio:27.2% ($384.0K/$1.4M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:2.1K

Value:$384.0K

% of Portfolio:27.2% ($384.0K/$1.4M)

Blackstone Inc.

BX|09260D107

Shares:2.7K

Value:$382.0K

% of Portfolio:27.1% ($382.0K/$1.4M)

CVS HEALTH Corp

CVS|126650100

Shares:5.5K

Value:$374.0K

% of Portfolio:26.5% ($374.0K/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INSULET CORP(PODDcusip45784P101)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$499.0K	35.3% ($499.0K/$1.4M)	QoQ +0.60% (+$0) YoY NEW(+$0)
DIAGEO PLC(DEOcusip25243Q205)	4.8K	QoQ -5.94% (-300) YoY -63.19% (-8.2K)	All Managers (Combined)	$498.0K	35.3% ($498.0K/$1.4M)	QoQ -22.42% (-$0) YoY -74.06% (-$1)
(cusip464288646)✕	9.4K	QoQ +2.05% (+190) YoY +1.24% (+116)	All Managers (Combined)	$495.0K	35.1% ($495.0K/$1.4M)	QoQ +3.34% (+$0) YoY +3.34% (+$0)
(cusip936711050)✕	9.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$494.0K	35.0% ($494.0K/$1.4M)	QoQ +3.78% (+$0) YoY +11.76% (+$0)
(VWOcusip922042858)	10.6K	QoQ +0.40% (+43) YoY -34.79% (-5.7K)	All Managers (Combined)	$479.0K	33.9% ($479.0K/$1.4M)	QoQ +3.23% (+$0) YoY -29.35% (-$0)
Eastern Bankshares, Inc.(EBCcusip27627N105)	27.4K	QoQ 0.00% (-0) YoY NEW(+27.4K)	All Managers (Combined)	$449.0K	31.8% ($449.0K/$1.4M)	QoQ -4.87% (-$0) YoY NEW(+$0)
LENNAR CORP /NEW/(LENcusip526057104)	3.8K	QoQ 0.00% (-0) YoY -0.95% (-37)	All Managers (Combined)	$441.0K	31.2% ($441.0K/$1.4M)	QoQ -15.83% (-$0) YoY -33.88% (-$0)
CARRIER GLOBAL Corp(CARRcusip14448C104)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$431.0K	30.5% ($431.0K/$1.4M)	QoQ NEW(+$0) YoY NEW(+$0)
SYSCO CORP(SYYcusip871829107)	5.7K	QoQ -0.56% (-32) YoY -2.70% (-157)	All Managers (Combined)	$424.0K	30.0% ($424.0K/$1.4M)	QoQ -2.52% (-$0) YoY -10.16% (-$0)
Duolingo, Inc.(DUOLcusip26603R106)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$415.0K	29.4% ($415.0K/$1.4M)	QoQ -4.15% (-$0) YoY +40.67% (+$0)
(cusip46641Q654)✕	8.1K	QoQ -9.64% (-867) YoY -16.17% (-1.6K)	All Managers (Combined)	$413.0K	29.3% ($413.0K/$1.4M)	QoQ -9.42% (-$0) YoY -16.05% (-$0)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.5K	QoQ 0.00% (+0) YoY +69.44% (+625)	All Managers (Combined)	$403.0K	28.5% ($403.0K/$1.4M)	QoQ +9.80% (+$0) YoY +94.68% (+$0)
Broadcom Inc.(AVGOcusip11135F101)	2.4K	QoQ +77.92% (+1.1K) YoY NEW(+2.4K)	All Managers (Combined)	$402.0K	28.5% ($402.0K/$1.4M)	QoQ +28.43% (+$0) YoY NEW(+$0)
(VUGcusip922908736)	1.1K	QoQ +4.34% (-45) YoY NEW(+1.1K)	All Managers (Combined)	$401.0K	28.4% ($401.0K/$1.4M)	QoQ -5.64% (-$0) YoY NEW(+$0)
Johnson Controls International plc(JCIcusipG51502105)	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$400.0K	28.3% ($400.0K/$1.4M)	QoQ +1.26% (+$0) YoY +22.32% (+$0)
LINDE PLC(LINcusipG54950103)	855	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$398.0K	28.2% ($398.0K/$1.4M)	QoQ +11.17% (+$0) YoY +0.25% (+$0)
(VDEcusip92204A306)	3.0K	QoQ +3.39% (+97) YoY +68.10% (+1.2K)	All Managers (Combined)	$384.0K	27.2% ($384.0K/$1.4M)	QoQ +10.66% (+$0) YoY +65.51% (+$0)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	2.1K	QoQ 0.00% (-0) YoY -0.55% (-12)	All Managers (Combined)	$384.0K	27.2% ($384.0K/$1.4M)	QoQ -4.23% (-$0) YoY +2.40% (-$0)
Blackstone Inc.(BXcusip09260D107)	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$382.0K	27.1% ($382.0K/$1.4M)	QoQ -18.89% (-$0) YoY +6.40% (+$0)
CVS HEALTH Corp(CVScusip126650100)	5.5K	QoQ -28.03% (-2.1K) YoY -95.79% (-125.8K)	All Managers (Combined)	$374.0K	26.5% ($374.0K/$1.4M)	QoQ +8.72% (-$0) YoY -96.42% (-$10)