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 13 of 14
46138E354
Shares:3.9K
Value:$294.0K
78464A359
Shares:3.5K
Value:$269.0K
464287176
Shares:2.4K
Value:$267.0K
464288869
Shares:2.3K
Value:$259.0K
464287879
Shares:2.5K
Value:$239.0K
92189F528
Shares:13.9K
Value:$238.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46138E354)✕ | 3.9K | QoQ +8.36% (+304)YoY -4.34% (-179) | All Managers (Combined) | $294.0K | QoQ +15.74% (+$0)YoY +8.48% (-$0) |
2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $292.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
5.5K | All Managers (Combined) | $286.0K | 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 | 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 | QoQ -2.84% (-$0)YoY NEW(+$0) |
(cusip78464A359)✕ | 3.5K | All Managers (Combined) | $269.0K | QoQ -1.46% (-$0)YoY +5.07% (+$0) | |
TRIMBLE INC.(TRMBcusip896239100) | 4.1K | All Managers (Combined) | $268.0K | QoQ -6.94% (-$0)YoY +2.29% (+$0) | |
1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $268.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
MOODYS CORP /DE/(MCOcusip615369105) | 576 | QoQ 0.00% (-0)YoY NEW(+576) | All Managers (Combined) | $268.0K | QoQ -1.83% (-$0)YoY NEW(+$0) |
(cusip464287176)✕ | 2.4K | QoQ +1.99% (+47)YoY NEW(+2.4K) | All Managers (Combined) | $267.0K | QoQ +6.37% (+$0)YoY NEW(+$0) |
2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $267.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
3.6K | QoQ 0.00% (+0)YoY -2.02% (-75) | All Managers (Combined) | $260.0K | QoQ +2.36% (+$0)YoY +21.49% (-$0) | |
(cusip464288869)✕ | 2.3K | QoQ 0.00% (-0)YoY -3.31% (-80) | All Managers (Combined) | $259.0K | QoQ -14.80% (-$0)YoY -11.30% (-$0) |
1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $254.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
872 | QoQ NEW(+872) YoY NEW(+872) | All Managers (Combined) | $247.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
(cusip464287879)✕ | 2.5K | All Managers (Combined) | $239.0K | QoQ -21.12% (-$0)YoY -49.25% (-$0) | |
MCKESSON CORP(MCKcusip58155Q103) | 355 | QoQ 0.00% (+0)YoY NEW(+355) | All Managers (Combined) | $239.0K | QoQ +18.31% (+$0)YoY NEW(+$0) |
1.9K | QoQ 0.00% (+0)YoY NEW(+1.9K) | All Managers (Combined) | $239.0K | QoQ +13.27% (+$0)YoY NEW(+$0) | |
3.1K | All Managers (Combined) | $239.0K | QoQ -0.41% (-$0)YoY +4.36% (+$0) | ||
(cusip92189F528)✕ | 13.9K | All Managers (Combined) | $238.0K | QoQ +0.42% (+$0)YoY +0.42% (+$0) |