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 12 of 14

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78464A763

SDY|78464A763

Shares:2.7K

Value:$372.0K

% of Portfolio:26.3% ($372.0K/$1.4M)

WATERS CORP /DE/

WAT|941848103

Shares:1.0K

Value:$370.0K

% of Portfolio:26.2% ($370.0K/$1.4M)

Veralto Corp

VLTO|92338C103

Shares:3.8K

Value:$368.0K

% of Portfolio:26.1% ($368.0K/$1.4M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:3.4K

Value:$368.0K

% of Portfolio:26.1% ($368.0K/$1.4M)

46641Q647

Shares:7.2K

Value:$358.0K

% of Portfolio:25.4% ($358.0K/$1.4M)

Otis Worldwide Corp

OTIS|68902V107

Shares:3.5K

Value:$357.0K

% of Portfolio:25.3% ($357.0K/$1.4M)

464288661

Shares:2.9K

Value:$347.0K

% of Portfolio:24.6% ($347.0K/$1.4M)

NORTHERN TRUST CORP

NTRS|665859104

Shares:3.5K

Value:$345.0K

% of Portfolio:24.4% ($345.0K/$1.4M)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:12.1K

Value:$343.0K

% of Portfolio:24.3% ($343.0K/$1.4M)

FLEX LTD.

FLEX|Y2573F102

Shares:10.2K

Value:$338.0K

% of Portfolio:23.9% ($338.0K/$1.4M)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:9.8K

Value:$332.0K

% of Portfolio:23.5% ($332.0K/$1.4M)

921937835

BND|921937835

Shares:4.5K

Value:$330.0K

% of Portfolio:23.4% ($330.0K/$1.4M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:6.8K

Value:$329.0K

% of Portfolio:23.3% ($329.0K/$1.4M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:4.9K

Value:$314.0K

% of Portfolio:22.2% ($314.0K/$1.4M)

Waste Connections, Inc.

WCN|94106B101

Shares:1.6K

Value:$313.0K

% of Portfolio:22.2% ($313.0K/$1.4M)

46429B655

Shares:6.0K

Value:$308.0K

% of Portfolio:21.8% ($308.0K/$1.4M)

Science Applications International Corp

SAIC|808625107

Shares:2.7K

Value:$307.0K

% of Portfolio:21.7% ($307.0K/$1.4M)

Kenvue Inc.

KVUE|49177J102

Shares:12.5K

Value:$300.0K

% of Portfolio:21.2% ($300.0K/$1.4M)

ALCON INC

ALC|H01301128

Shares:3.2K

Value:$300.0K

% of Portfolio:21.2% ($300.0K/$1.4M)

COPART INC

CPRT|217204106

Shares:5.3K

Value:$300.0K

% of Portfolio:21.2% ($300.0K/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SDYcusip78464A763)	2.7K	QoQ -14.12% (-451) YoY -16.15% (-528)	All Managers (Combined)	$372.0K	26.3% ($372.0K/$1.4M)	QoQ -11.84% (-$0) YoY -13.28% (-$0)
WATERS CORP /DE/(WATcusip941848103)	1.0K	QoQ +1.31% (+13) YoY +32.80% (+248)	All Managers (Combined)	$370.0K	26.2% ($370.0K/$1.4M)	QoQ +0.54% (+$0) YoY +42.30% (+$0)
Veralto Corp(VLTOcusip92338C103)	3.8K	QoQ -14.26% (-628) YoY -22.55% (-1.1K)	All Managers (Combined)	$368.0K	26.1% ($368.0K/$1.4M)	QoQ -17.85% (-$0) YoY -14.81% (-$0)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	3.4K	QoQ -29.97% (-1.5K) YoY NEW(+3.4K)	All Managers (Combined)	$368.0K	26.1% ($368.0K/$1.4M)	QoQ -2.90% (-$0) YoY NEW(+$0)
(cusip46641Q647)✕	7.2K	QoQ 0.00% (-0) YoY NEW(+7.2K)	All Managers (Combined)	$358.0K	25.4% ($358.0K/$1.4M)	QoQ -0.27% (-$0) YoY NEW(+$0)
Otis Worldwide Corp(OTIScusip68902V107)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$357.0K	25.3% ($357.0K/$1.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip464288661)✕	2.9K	QoQ +21.59% (+521) YoY NEW(+2.9K)	All Managers (Combined)	$347.0K	24.6% ($347.0K/$1.4M)	QoQ +24.37% (+$0) YoY NEW(+$0)
NORTHERN TRUST CORP(NTRScusip665859104)	3.5K	QoQ 0.00% (-0) YoY -14.64% (-600)	All Managers (Combined)	$345.0K	24.4% ($345.0K/$1.4M)	QoQ -3.63% (-$0) YoY -5.21% (-$0)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	12.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$343.0K	24.3% ($343.0K/$1.4M)	QoQ +19.93% (+$0) YoY +40.00% (+$0)
FLEX LTD.(FLEXcusipY2573F102)	10.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$338.0K	23.9% ($338.0K/$1.4M)	QoQ -13.77% (-$0) YoY +15.75% (+$0)
CRISPR Therapeutics AG(CRSPcusipH17182108)	9.8K	QoQ 0.00% (-0) YoY +2.23% (-213)	All Managers (Combined)	$332.0K	23.5% ($332.0K/$1.4M)	QoQ -13.54% (-$0) YoY -49.00% (-$0)
(BNDcusip921937835)	4.5K	QoQ -39.05% (-2.9K) YoY -79.12% (-17.0K)	All Managers (Combined)	$330.0K	23.4% ($330.0K/$1.4M)	QoQ -37.73% (-$0) YoY -78.87% (-$1)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	6.8K	QoQ -7.51% (-553) YoY -19.37% (-1.6K)	All Managers (Combined)	$329.0K	23.3% ($329.0K/$1.4M)	QoQ -22.03% (-$0) YoY -56.53% (-$0)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	4.9K	QoQ 0.00% (-0) YoY -1.52% (-75)	All Managers (Combined)	$314.0K	22.2% ($314.0K/$1.4M)	QoQ -27.14% (-$0) YoY -41.19% (-$0)
Waste Connections, Inc.(WCNcusip94106B101)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$313.0K	22.2% ($313.0K/$1.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip46429B655)✕	6.0K	QoQ 0.00% (+0) YoY -84.75% (-33.6K)	All Managers (Combined)	$308.0K	21.8% ($308.0K/$1.4M)	QoQ +0.32% (+$0) YoY -84.76% (-$2)
Science Applications International Corp(SAICcusip808625107)	2.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$307.0K	21.7% ($307.0K/$1.4M)	QoQ +0.32% (+$0) YoY -14.00% (-$0)
Kenvue Inc.(KVUEcusip49177J102)	12.5K	QoQ +9.72% (+1.1K) YoY NEW(+12.5K)	All Managers (Combined)	$300.0K	21.2% ($300.0K/$1.4M)	QoQ +23.45% (+$0) YoY NEW(+$0)
ALCON INC(ALCcusipH01301128)	3.2K	QoQ 0.00% (+0) YoY -7.44% (-254)	All Managers (Combined)	$300.0K	21.2% ($300.0K/$1.4M)	QoQ +11.94% (+$0) YoY +5.63% (-$0)
COPART INC(CPRTcusip217204106)	5.3K	QoQ 0.00% (-0) YoY -3.00% (-164)	All Managers (Combined)	$300.0K	21.2% ($300.0K/$1.4M)	QoQ -1.31% (-$0) YoY -5.06% (-$0)