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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ROPER TECHNOLOGIES INC

ROP|776696106

Shares:36.0K

Value:$21.3M

% of Portfolio:1505.3% ($21.3M/$1.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:25.4K

Value:$20.2M

% of Portfolio:1432.6% ($20.2M/$1.4M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:40.0K

Value:$19.9M

% of Portfolio:1409.7% ($19.9M/$1.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:277.6K

Value:$19.7M

% of Portfolio:1394.0% ($19.7M/$1.4M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:75.5K

Value:$19.5M

% of Portfolio:1381.5% ($19.5M/$1.4M)

CHEVRON CORP

CVX|166764100

Shares:111.3K

Value:$18.6M

% of Portfolio:1318.9% ($18.6M/$1.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:106.7K

Value:$18.2M

% of Portfolio:1289.1% ($18.2M/$1.4M)

MCCORMICK & CO INC

MKC|579780206

Shares:197.6K

Value:$16.3M

% of Portfolio:1152.0% ($16.3M/$1.4M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:56.9K

Value:$16.1M

% of Portfolio:1139.1% ($16.1M/$1.4M)

ADOBE INC.

ADBE|00724F101

Shares:41.2K

Value:$15.8M

% of Portfolio:1117.9% ($15.8M/$1.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:72.6K

Value:$15.2M

% of Portfolio:1077.6% ($15.2M/$1.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:85.2K

Value:$14.1M

% of Portfolio:1001.0% ($14.1M/$1.4M)

NVIDIA CORP

NVDA|67066G104

Shares:126.0K

Value:$13.7M

% of Portfolio:967.1% ($13.7M/$1.4M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:28.7K

Value:$12.0M

% of Portfolio:852.4% ($12.0M/$1.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:12.4K

Value:$11.7M

% of Portfolio:829.9% ($11.7M/$1.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:46.9K

Value:$11.5M

% of Portfolio:815.5% ($11.5M/$1.4M)

922020805

Shares:227.8K

Value:$11.4M

% of Portfolio:805.2% ($11.4M/$1.4M)

Eaton Corp plc

ETN|G29183103

Shares:41.6K

Value:$11.3M

% of Portfolio:800.9% ($11.3M/$1.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:85.1K

Value:$11.3M

% of Portfolio:799.6% ($11.3M/$1.4M)

922908652

VXF|922908652

Shares:62.2K

Value:$10.7M

% of Portfolio:759.1% ($10.7M/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ROPER TECHNOLOGIES INC(ROPcusip776696106)	36.0K	QoQ -4.68% (-1.8K) YoY -8.49% (-3.3K)	All Managers (Combined)	$21.3M	1505.3% ($21.3M/$1.4M)	QoQ +8.10% (-$2) YoY -3.80% (-$1)
ServiceNow, Inc.(NOWcusip81762P102)	25.4K	QoQ +14.08% (-3.1K) YoY +12.57% (+2.8K)	All Managers (Combined)	$20.2M	1432.6% ($20.2M/$1.4M)	QoQ -14.32% (-$3) YoY +17.55% (+$3)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	40.0K	QoQ -0.43% (-175) YoY +4.03% (-1.6K)	All Managers (Combined)	$19.9M	1409.7% ($19.9M/$1.4M)	QoQ -4.76% (-$1) YoY -10.93% (-$2)
NEXTERA ENERGY INC(NEEcusip65339F101)	277.6K	QoQ -1.51% (-4.3K) YoY +0.71% (+2.0K)	All Managers (Combined)	$19.7M	1394.0% ($19.7M/$1.4M)	QoQ -2.61% (-$1) YoY +11.71% (+$2)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	75.5K	QoQ -2.74% (-2.1K) YoY -9.08% (-7.5K)	All Managers (Combined)	$19.5M	1381.5% ($19.5M/$1.4M)	QoQ -12.07% (-$3) YoY -19.37% (-$5)
CHEVRON CORP(CVXcusip166764100)	111.3K	QoQ -0.84% (-950) YoY -0.49% (-551)	All Managers (Combined)	$18.6M	1318.9% ($18.6M/$1.4M)	QoQ +14.52% (-$2) YoY +5.53% (-$1)
Palo Alto Networks Inc(PANWcusip697435105)	106.7K	QoQ +4.01% (-4.1K) YoY +187.87% (+69.6K)	All Managers (Combined)	$18.2M	1289.1% ($18.2M/$1.4M)	QoQ -2.45% (-$0) YoY +72.89% (+$8)
MCCORMICK & CO INC(MKCcusip579780206)	197.6K	QoQ -0.68% (-1.4K) YoY +22.88% (+36.8K)	All Managers (Combined)	$16.3M	1152.0% ($16.3M/$1.4M)	QoQ +7.22% (-$1) YoY +31.68% (+$4)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	56.9K	QoQ -3.44% (-2.0K) YoY -29.43% (-23.7K)	All Managers (Combined)	$16.1M	1139.1% ($16.1M/$1.4M)	QoQ -29.36% (-$7) YoY -33.85% (-$8)
ADOBE INC.(ADBEcusip00724F101)	41.2K	QoQ -1.19% (-496) YoY +14.31% (-5.2K)	All Managers (Combined)	$15.8M	1117.9% ($15.8M/$1.4M)	QoQ -14.77% (-$3) YoY -13.11% (-$2)
AbbVie Inc.(ABBVcusip00287Y109)	72.6K	QoQ -1.21% (-890) YoY -6.11% (-4.7K)	All Managers (Combined)	$15.2M	1077.6% ($15.2M/$1.4M)	QoQ +16.48% (-$2) YoY +8.02% (-$1)
JOHNSON & JOHNSON(JNJcusip478160104)	85.2K	QoQ -2.00% (-1.7K) YoY -5.17% (-4.7K)	All Managers (Combined)	$14.1M	1001.0% ($14.1M/$1.4M)	QoQ +12.38% (-$2) YoY -0.59% (-$0)
NVIDIA CORP(NVDAcusip67066G104)	126.0K	QoQ +0.66% (-831) YoY +2386.89% (+120.9K)	All Managers (Combined)	$13.7M	967.1% ($13.7M/$1.4M)	QoQ -18.76% (-$3) YoY +198.31% (+$9)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	28.7K	QoQ +4.66% (+1.3K) YoY +5.90% (-1.6K)	All Managers (Combined)	$12.0M	852.4% ($12.0M/$1.4M)	QoQ +6.31% (+$1) YoY -17.63% (-$3)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	12.4K	QoQ -0.78% (-98) YoY -5.44% (-713)	All Managers (Combined)	$11.7M	829.9% ($11.7M/$1.4M)	QoQ +2.41% (-$0) YoY +22.06% (-$2)
JPMORGAN CHASE & CO(JPMcusip46625H100)	46.9K	QoQ -1.01% (-479) YoY -0.96% (-457)	All Managers (Combined)	$11.5M	815.5% ($11.5M/$1.4M)	QoQ +1.30% (-$0) YoY +21.28% (-$2)
(cusip922020805)✕	227.8K	QoQ +5.91% (+12.7K) YoY +47.33% (+73.2K)	All Managers (Combined)	$11.4M	805.2% ($11.4M/$1.4M)	QoQ +9.14% (+$1) YoY +53.51% (+$4)
Eaton Corp plc(ETNcusipG29183103)	41.6K	QoQ +7.86% (-3.0K) YoY +13.72% (-5.0K)	All Managers (Combined)	$11.3M	800.9% ($11.3M/$1.4M)	QoQ -11.65% (-$1) YoY -1.13% (-$0)
ABBOTT LABORATORIES(ABTcusip002824100)	85.1K	QoQ -2.23% (-1.9K) YoY -2.86% (-2.5K)	All Managers (Combined)	$11.3M	799.6% ($11.3M/$1.4M)	QoQ +14.65% (-$1) YoY +13.36% (-$1)
(VXFcusip922908652)	62.2K	QoQ +7.33% (-4.3K) YoY +29.39% (+14.1K)	All Managers (Combined)	$10.7M	759.1% ($10.7M/$1.4M)	QoQ -2.67% (-$0) YoY +27.17% (+$2)