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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PROCTER & GAMBLE Co

PG|742718109

Shares:62.2K

Value:$10.6M

% of Portfolio:751.2% ($10.6M/$1.4M)

Xylem Inc.

XYL|98419M100

Shares:86.9K

Value:$10.4M

% of Portfolio:735.2% ($10.4M/$1.4M)

921908844

VIG|921908844

Shares:53.0K

Value:$10.3M

% of Portfolio:728.7% ($10.3M/$1.4M)

PEPSICO INC

PEP|713448108

Shares:63.9K

Value:$9.6M

% of Portfolio:678.9% ($9.6M/$1.4M)

EOG RESOURCES INC

EOG|26875P101

Shares:74.2K

Value:$9.5M

% of Portfolio:673.9% ($9.5M/$1.4M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:24.5K

Value:$8.6M

% of Portfolio:606.9% ($8.6M/$1.4M)

NIKE, Inc.

NKE|654106103

Shares:134.4K

Value:$8.5M

% of Portfolio:604.1% ($8.5M/$1.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:55.0K

Value:$8.5M

% of Portfolio:602.8% ($8.5M/$1.4M)

MCDONALDS CORP

MCD|580135101

Shares:26.5K

Value:$8.3M

% of Portfolio:585.5% ($8.3M/$1.4M)

Walt Disney Co

DIS|254687106

Shares:79.8K

Value:$7.9M

% of Portfolio:558.0% ($7.9M/$1.4M)

DANAHER CORP /DE/

DHR|235851102

Shares:37.5K

Value:$7.7M

% of Portfolio:544.0% ($7.7M/$1.4M)

HOME DEPOT, INC.

HD|437076102

Shares:20.8K

Value:$7.6M

% of Portfolio:540.0% ($7.6M/$1.4M)

92206C409

Shares:88.0K

Value:$6.9M

% of Portfolio:492.0% ($6.9M/$1.4M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:12.9K

Value:$6.9M

% of Portfolio:488.8% ($6.9M/$1.4M)

Parker-Hannifin Corp

PH|701094104

Shares:11.3K

Value:$6.8M

% of Portfolio:484.7% ($6.8M/$1.4M)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:35.1K

Value:$6.6M

% of Portfolio:469.8% ($6.6M/$1.4M)

922908769

VTI|922908769

Shares:23.1K

Value:$6.4M

% of Portfolio:449.9% ($6.4M/$1.4M)

464287804

IJR|464287804

Shares:59.4K

Value:$6.2M

% of Portfolio:440.0% ($6.2M/$1.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:49.8K

Value:$6.1M

% of Portfolio:429.8% ($6.1M/$1.4M)

TERADYNE, INC

TER|880770102

Shares:70.4K

Value:$5.8M

% of Portfolio:411.8% ($5.8M/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	62.2K	QoQ -3.28% (-2.1K) YoY -8.77% (-6.0K)	All Managers (Combined)	$10.6M	751.2% ($10.6M/$1.4M)	QoQ -1.68% (-$0) YoY -4.17% (-$0)
Xylem Inc.(XYLcusip98419M100)	86.9K	QoQ +10.57% (+8.3K) YoY +8.69% (+6.9K)	All Managers (Combined)	$10.4M	735.2% ($10.4M/$1.4M)	QoQ +13.85% (+$1) YoY +0.47% (+$0)
(VIGcusip921908844)	53.0K	QoQ -0.25% (-138) YoY +7.98% (+3.9K)	All Managers (Combined)	$10.3M	728.7% ($10.3M/$1.4M)	QoQ -1.19% (-$0) YoY +14.71% (+$1)
PEPSICO INC(PEPcusip713448108)	63.9K	QoQ +6.44% (+3.9K) YoY +5.40% (-3.3K)	All Managers (Combined)	$9.6M	678.9% ($9.6M/$1.4M)	QoQ +4.96% (+$0) YoY -9.70% (-$1)
EOG RESOURCES INC(EOGcusip26875P101)	74.2K	QoQ -1.43% (-1.1K) YoY +2.02% (+1.5K)	All Managers (Combined)	$9.5M	673.9% ($9.5M/$1.4M)	QoQ +3.12% (-$0) YoY +2.34% (+$0)
SHERWIN WILLIAMS CO(SHWcusip824348106)	24.5K	QoQ -1.82% (-456) YoY -7.70% (-2.0K)	All Managers (Combined)	$8.6M	606.9% ($8.6M/$1.4M)	QoQ +0.84% (-$0) YoY -7.22% (-$1)
NIKE, Inc.(NKEcusip654106103)	134.4K	QoQ -7.20% (-10.4K) YoY -15.88% (-25.4K)	All Managers (Combined)	$8.5M	604.1% ($8.5M/$1.4M)	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	602.8% ($8.5M/$1.4M)	QoQ -18.47% (-$2) YoY +2.41% (-$0)
MCDONALDS CORP(MCDcusip580135101)	26.5K	QoQ -0.47% (-127) YoY -20.45% (-6.8K)	All Managers (Combined)	$8.3M	585.5% ($8.3M/$1.4M)	QoQ +7.25% (-$1) YoY -11.86% (-$1)
Walt Disney Co(DIScusip254687106)	79.8K	QoQ -2.63% (-2.2K) YoY -7.90% (-6.8K)	All Managers (Combined)	$7.9M	558.0% ($7.9M/$1.4M)	QoQ -13.69% (-$1) YoY -25.70% (-$3)
DANAHER CORP /DE/(DHRcusip235851102)	37.5K	QoQ +1.36% (-503) YoY -0.09% (-34)	All Managers (Combined)	$7.7M	544.0% ($7.7M/$1.4M)	QoQ -9.47% (-$1) YoY -17.98% (-$2)
HOME DEPOT, INC.(HDcusip437076102)	20.8K	QoQ -2.26% (-483) YoY -7.96% (-1.8K)	All Managers (Combined)	$7.6M	540.0% ($7.6M/$1.4M)	QoQ -7.92% (-$1) YoY -12.07% (-$1)
(cusip92206C409)✕	88.0K	QoQ +1.56% (+1.4K) YoY -18.33% (-19.8K)	All Managers (Combined)	$6.9M	492.0% ($6.9M/$1.4M)	QoQ +2.78% (+$0) YoY -16.60% (-$1)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	12.9K	QoQ -5.44% (-745) YoY -19.70% (-3.2K)	All Managers (Combined)	$6.9M	488.8% ($6.9M/$1.4M)	QoQ -11.43% (-$1) YoY -23.00% (-$2)
Parker-Hannifin Corp(PHcusip701094104)	11.3K	QoQ -0.94% (-107) YoY -8.93% (-1.1K)	All Managers (Combined)	$6.8M	484.7% ($6.8M/$1.4M)	QoQ -5.33% (-$0) YoY -0.40% (-$0)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	35.1K	QoQ -8.56% (-3.3K) YoY -10.83% (-4.3K)	All Managers (Combined)	$6.6M	469.8% ($6.6M/$1.4M)	QoQ -7.73% (-$1) YoY -33.96% (-$3)
(VTIcusip922908769)	23.1K	QoQ +0.69% (-159) YoY +1.47% (+335)	All Managers (Combined)	$6.4M	449.9% ($6.4M/$1.4M)	QoQ -4.50% (-$0) YoY +7.29% (+$0)
(IJRcusip464287804)	59.4K	QoQ -0.47% (-283) YoY -12.44% (-8.4K)	All Managers (Combined)	$6.2M	440.0% ($6.2M/$1.4M)	QoQ -9.66% (-$1) YoY -17.16% (-$1)
TJX COMPANIES INC /DE/(TJXcusip872540109)	49.8K	QoQ +9.37% (+4.3K) YoY +45.60% (+15.6K)	All Managers (Combined)	$6.1M	429.8% ($6.1M/$1.4M)	QoQ +10.26% (+$1) YoY +74.84% (+$3)
TERADYNE, INC(TERcusip880770102)	70.4K	QoQ -34.79% (-37.6K) YoY -36.99% (-41.3K)	All Managers (Combined)	$5.8M	411.8% ($5.8M/$1.4M)	QoQ -57.22% (-$8) YoY -53.87% (-$7)