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

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46138E354

Shares:3.9K

Value:$294.0K

% of Portfolio:20.8% ($294.0K/$1.4M)

BROWN & BROWN, INC.

BRO|115236101

Shares:2.4K

Value:$292.0K

% of Portfolio:20.7% ($292.0K/$1.4M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:5.5K

Value:$286.0K

% of Portfolio:20.3% ($286.0K/$1.4M)

Fortive Corp

FTV|34959J108

Shares:3.9K

Value:$283.0K

% of Portfolio:20.0% ($283.0K/$1.4M)

Airbnb, Inc.

ABNB|009066101

Shares:2.3K

Value:$273.0K

% of Portfolio:19.3% ($273.0K/$1.4M)

78464A359

Shares:3.5K

Value:$269.0K

% of Portfolio:19.1% ($269.0K/$1.4M)

TRIMBLE INC.

TRMB|896239100

Shares:4.1K

Value:$268.0K

% of Portfolio:19.0% ($268.0K/$1.4M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:1.8K

Value:$268.0K

% of Portfolio:19.0% ($268.0K/$1.4M)

MOODYS CORP /DE/

MCO|615369105

Shares:576

Value:$268.0K

% of Portfolio:19.0% ($268.0K/$1.4M)

464287176

Shares:2.4K

Value:$267.0K

% of Portfolio:18.9% ($267.0K/$1.4M)

ROSS STORES, INC.

ROST|778296103

Shares:2.1K

Value:$267.0K

% of Portfolio:18.9% ($267.0K/$1.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.6K

Value:$260.0K

% of Portfolio:18.4% ($260.0K/$1.4M)

464288869

Shares:2.3K

Value:$259.0K

% of Portfolio:18.3% ($259.0K/$1.4M)

EASTGROUP PROPERTIES INC

EGP|277276101

Shares:1.4K

Value:$254.0K

% of Portfolio:18.0% ($254.0K/$1.4M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:872

Value:$247.0K

% of Portfolio:17.5% ($247.0K/$1.4M)

464287879

Shares:2.5K

Value:$239.0K

% of Portfolio:16.9% ($239.0K/$1.4M)

MCKESSON CORP

MCK|58155Q103

Shares:355

Value:$239.0K

% of Portfolio:16.9% ($239.0K/$1.4M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:1.9K

Value:$239.0K

% of Portfolio:16.9% ($239.0K/$1.4M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:3.1K

Value:$239.0K

% of Portfolio:16.9% ($239.0K/$1.4M)

92189F528

Shares:13.9K

Value:$238.0K

% of Portfolio:16.9% ($238.0K/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E354)✕	3.9K	QoQ +8.36% (+304) YoY -4.34% (-179)	All Managers (Combined)	$294.0K	20.8% ($294.0K/$1.4M)	QoQ +15.74% (+$0) YoY +8.48% (-$0)
BROWN & BROWN, INC.(BROcusip115236101)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$292.0K	20.7% ($292.0K/$1.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Yum China Holdings, Inc.(YUMCcusip98850P109)	5.5K	QoQ +0.21% (+12) YoY -21.32% (-1.5K)	All Managers (Combined)	$286.0K	20.3% ($286.0K/$1.4M)	QoQ +8.33% (+$0) YoY +3.24% (-$0)
Fortive Corp(FTVcusip34959J108)	3.9K	QoQ -6.00% (-247) YoY -9.35% (-399)	All Managers (Combined)	$283.0K	20.0% ($283.0K/$1.4M)	QoQ -8.11% (-$0) YoY -22.88% (-$0)
Airbnb, Inc.(ABNBcusip009066101)	2.3K	QoQ +6.88% (-147) YoY NEW(+2.3K)	All Managers (Combined)	$273.0K	19.3% ($273.0K/$1.4M)	QoQ -2.84% (-$0) YoY NEW(+$0)
(cusip78464A359)✕	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$269.0K	19.1% ($269.0K/$1.4M)	QoQ -1.46% (-$0) YoY +5.07% (+$0)
TRIMBLE INC.(TRMBcusip896239100)	4.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$268.0K	19.0% ($268.0K/$1.4M)	QoQ -6.94% (-$0) YoY +2.29% (+$0)
Keysight Technologies, Inc.(KEYScusip49338L103)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$268.0K	19.0% ($268.0K/$1.4M)	QoQ NEW(+$0) YoY NEW(+$0)
MOODYS CORP /DE/(MCOcusip615369105)	576	QoQ 0.00% (-0) YoY NEW(+576)	All Managers (Combined)	$268.0K	19.0% ($268.0K/$1.4M)	QoQ -1.83% (-$0) YoY NEW(+$0)
(cusip464287176)✕	2.4K	QoQ +1.99% (+47) YoY NEW(+2.4K)	All Managers (Combined)	$267.0K	18.9% ($267.0K/$1.4M)	QoQ +6.37% (+$0) YoY NEW(+$0)
ROSS STORES, INC.(ROSTcusip778296103)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$267.0K	18.9% ($267.0K/$1.4M)	QoQ NEW(+$0) YoY NEW(+$0)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.6K	QoQ 0.00% (+0) YoY -2.02% (-75)	All Managers (Combined)	$260.0K	18.4% ($260.0K/$1.4M)	QoQ +2.36% (+$0) YoY +21.49% (-$0)
(cusip464288869)✕	2.3K	QoQ 0.00% (-0) YoY -3.31% (-80)	All Managers (Combined)	$259.0K	18.3% ($259.0K/$1.4M)	QoQ -14.80% (-$0) YoY -11.30% (-$0)
EASTGROUP PROPERTIES INC(EGPcusip277276101)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$254.0K	18.0% ($254.0K/$1.4M)	QoQ NEW(+$0) YoY NEW(+$0)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	872	QoQ NEW(+872) YoY NEW(+872)	All Managers (Combined)	$247.0K	17.5% ($247.0K/$1.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip464287879)✕	2.5K	QoQ -12.07% (-337) YoY -46.48% (-2.1K)	All Managers (Combined)	$239.0K	16.9% ($239.0K/$1.4M)	QoQ -21.12% (-$0) YoY -49.25% (-$0)
MCKESSON CORP(MCKcusip58155Q103)	355	QoQ 0.00% (+0) YoY NEW(+355)	All Managers (Combined)	$239.0K	16.9% ($239.0K/$1.4M)	QoQ +18.31% (+$0) YoY NEW(+$0)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$239.0K	16.9% ($239.0K/$1.4M)	QoQ +13.27% (+$0) YoY NEW(+$0)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	3.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$239.0K	16.9% ($239.0K/$1.4M)	QoQ -0.41% (-$0) YoY +4.36% (+$0)
(cusip92189F528)✕	13.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$238.0K	16.9% ($238.0K/$1.4M)	QoQ +0.42% (+$0) YoY +0.42% (+$0)