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 12 of 14
46641Q647
Shares:7.2K
Value:$358.0K
464288661
Shares:2.9K
Value:$347.0K
46429B655
Shares:6.0K
Value:$308.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.7K | All Managers (Combined) | $372.0K | QoQ -11.84% (-$0)YoY -13.28% (-$0) | ||
WATERS CORP /DE/(WATcusip941848103) | 1.0K | QoQ +1.31% (+13) | All Managers (Combined) | $370.0K | QoQ +0.54% (+$0)YoY +42.30% (+$0) |
Veralto Corp(VLTOcusip92338C103) | 3.8K | All Managers (Combined) | $368.0K | QoQ -17.85% (-$0)YoY -14.81% (-$0) | |
3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $368.0K | QoQ -2.90% (-$0)YoY NEW(+$0) | |
(cusip46641Q647)✕ | 7.2K | QoQ 0.00% (-0)YoY NEW(+7.2K) | All Managers (Combined) | $358.0K | QoQ -0.27% (-$0)YoY NEW(+$0) |
3.5K | QoQ NEW(+3.5K) YoY NEW(+3.5K) | All Managers (Combined) | $357.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
(cusip464288661)✕ | 2.9K | YoY NEW(+2.9K) | All Managers (Combined) | $347.0K | QoQ +24.37% (+$0)YoY NEW(+$0) |
3.5K | QoQ 0.00% (-0) | All Managers (Combined) | $345.0K | QoQ -3.63% (-$0)YoY -5.21% (-$0) | |
12.1K | All Managers (Combined) | $343.0K | QoQ +19.93% (+$0)YoY +40.00% (+$0) | ||
10.2K | All Managers (Combined) | $338.0K | QoQ -13.77% (-$0)YoY +15.75% (+$0) | ||
9.8K | QoQ 0.00% (-0)YoY +2.23% (-213) | All Managers (Combined) | $332.0K | QoQ -13.54% (-$0)YoY -49.00% (-$0) | |
4.5K | All Managers (Combined) | $330.0K | QoQ -37.73% (-$0)YoY -78.87% (-$1) | ||
6.8K | All Managers (Combined) | $329.0K | QoQ -22.03% (-$0)YoY -56.53% (-$0) | ||
4.9K | QoQ 0.00% (-0)YoY -1.52% (-75) | All Managers (Combined) | $314.0K | QoQ -27.14% (-$0)YoY -41.19% (-$0) | |
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $313.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
(cusip46429B655)✕ | 6.0K | QoQ 0.00% (+0) | All Managers (Combined) | $308.0K | QoQ +0.32% (+$0)YoY -84.76% (-$2) |
2.7K | All Managers (Combined) | $307.0K | QoQ +0.32% (+$0)YoY -14.00% (-$0) | ||
Kenvue Inc.(KVUEcusip49177J102) | 12.5K | YoY NEW(+12.5K) | All Managers (Combined) | $300.0K | QoQ +23.45% (+$0)YoY NEW(+$0) |
3.2K | QoQ 0.00% (+0)YoY -7.44% (-254) | All Managers (Combined) | $300.0K | 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 | QoQ -1.31% (-$0)YoY -5.06% (-$0) |