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:
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Page 3 of 14
92206C409
Shares:88.0K
Value:$6.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
62.2K | All Managers (Combined) | $10.6M | QoQ -1.68% (-$0)YoY -4.17% (-$0) | ||
Xylem Inc.(XYLcusip98419M100) | 86.9K | All Managers (Combined) | $10.4M | QoQ +13.85% (+$1)YoY +0.47% (+$0) | |
53.0K | All Managers (Combined) | $10.3M | QoQ -1.19% (-$0)YoY +14.71% (+$1) | ||
PEPSICO INC(PEPcusip713448108) | 63.9K | All Managers (Combined) | $9.6M | QoQ +4.96% (+$0)YoY -9.70% (-$1) | |
74.2K | All Managers (Combined) | $9.5M | QoQ +3.12% (-$0)YoY +2.34% (+$0) | ||
24.5K | All Managers (Combined) | $8.6M | QoQ +0.84% (-$0)YoY -7.22% (-$1) | ||
NIKE, Inc.(NKEcusip654106103) | 134.4K | All Managers (Combined) | $8.5M | QoQ -22.15% (-$2)YoY -43.17% (-$6) | |
Alphabet Inc.(GOOGLcusip02079K305) | 55.0K | QoQ -0.19% (-108)YoY -0.03% (-20) | All Managers (Combined) | $8.5M | QoQ -18.47% (-$2)YoY +2.41% (-$0) |
MCDONALDS CORP(MCDcusip580135101) | 26.5K | All Managers (Combined) | $8.3M | QoQ +7.25% (-$1)YoY -11.86% (-$1) | |
Walt Disney Co(DIScusip254687106) | 79.8K | All Managers (Combined) | $7.9M | QoQ -13.69% (-$1)YoY -25.70% (-$3) | |
37.5K | QoQ +1.36% (-503)YoY -0.09% (-34) | All Managers (Combined) | $7.7M | QoQ -9.47% (-$1)YoY -17.98% (-$2) | |
HOME DEPOT, INC.(HDcusip437076102) | 20.8K | All Managers (Combined) | $7.6M | QoQ -7.92% (-$1)YoY -12.07% (-$1) | |
(cusip92206C409)✕ | 88.0K | All Managers (Combined) | $6.9M | QoQ +2.78% (+$0)YoY -16.60% (-$1) | |
12.9K | All Managers (Combined) | $6.9M | QoQ -11.43% (-$1)YoY -23.00% (-$2) | ||
11.3K | All Managers (Combined) | $6.8M | QoQ -5.33% (-$0)YoY -0.40% (-$0) | ||
35.1K | All Managers (Combined) | $6.6M | QoQ -7.73% (-$1)YoY -33.96% (-$3) | ||
23.1K | QoQ +0.69% (-159)YoY +1.47% (+335) | All Managers (Combined) | $6.4M | QoQ -4.50% (-$0)YoY +7.29% (+$0) | |
59.4K | All Managers (Combined) | $6.2M | QoQ -9.66% (-$1)YoY -17.16% (-$1) | ||
49.8K | All Managers (Combined) | $6.1M | QoQ +10.26% (+$1)YoY +74.84% (+$3) | ||
TERADYNE, INC(TERcusip880770102) | 70.4K | All Managers (Combined) | $5.8M | QoQ -57.22% (-$8)YoY -53.87% (-$7) |