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

Page 5 of 14

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Trane Technologies plc

TT|G8994E103

Shares:11.3K

Value:$3.8M

% of Portfolio:270.8% ($3.8M/$1.4M)

46641Q837

Shares:74.9K

Value:$3.8M

% of Portfolio:268.6% ($3.8M/$1.4M)

464287200

IVV|464287200

Shares:6.6K

Value:$3.7M

% of Portfolio:261.5% ($3.7M/$1.4M)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:30.7K

Value:$3.6M

% of Portfolio:251.8% ($3.6M/$1.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:13.2K

Value:$3.6M

% of Portfolio:251.5% ($3.6M/$1.4M)

HUBBELL INC

HUBB|443510607

Shares:10.7K

Value:$3.5M

% of Portfolio:250.6% ($3.5M/$1.4M)

COCA COLA CO

KO|191216100

Shares:46.0K

Value:$3.3M

% of Portfolio:233.3% ($3.3M/$1.4M)

CLOROX CO /DE/

CLX|189054109

Shares:22.3K

Value:$3.3M

% of Portfolio:232.2% ($3.3M/$1.4M)

464287507

IJH|464287507

Shares:54.6K

Value:$3.2M

% of Portfolio:225.6% ($3.2M/$1.4M)

921937819

BIV|921937819

Shares:41.3K

Value:$3.2M

% of Portfolio:224.1% ($3.2M/$1.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:5.8K

Value:$3.0M

% of Portfolio:215.3% ($3.0M/$1.4M)

46436E833

Shares:132.5K

Value:$2.9M

% of Portfolio:208.8% ($2.9M/$1.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:34.0K

Value:$2.9M

% of Portfolio:203.3% ($2.9M/$1.4M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:11.6K

Value:$2.9M

% of Portfolio:203.3% ($2.9M/$1.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:17.5K

Value:$2.7M

% of Portfolio:190.1% ($2.7M/$1.4M)

922908637

VV|922908637

Shares:10.3K

Value:$2.7M

% of Portfolio:188.4% ($2.7M/$1.4M)

NOVO NORDISK A S

NVO|670100205

Shares:37.8K

Value:$2.6M

% of Portfolio:186.1% ($2.6M/$1.4M)

464287309

IVW|464287309

Shares:27.4K

Value:$2.5M

% of Portfolio:180.1% ($2.5M/$1.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:55.9K

Value:$2.5M

% of Portfolio:179.6% ($2.5M/$1.4M)

AMGEN INC

AMGN|031162100

Shares:8.1K

Value:$2.5M

% of Portfolio:177.8% ($2.5M/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Trane Technologies plc(TTcusipG8994E103)	11.3K	QoQ +0.04% (-5) YoY +2.18% (+243)	All Managers (Combined)	$3.8M	270.8% ($3.8M/$1.4M)	QoQ -8.73% (-$0) YoY +14.70% (+$0)
(cusip46641Q837)✕	74.9K	QoQ -10.83% (-9.1K) YoY -46.83% (-66.0K)	All Managers (Combined)	$3.8M	268.6% ($3.8M/$1.4M)	QoQ -10.37% (-$0) YoY -46.64% (-$3)
(IVVcusip464287200)	6.6K	QoQ -14.20% (-1.1K) YoY -38.30% (-4.1K)	All Managers (Combined)	$3.7M	261.5% ($3.7M/$1.4M)	QoQ -18.10% (-$1) YoY -34.05% (-$2)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	30.7K	QoQ 0.00% (-0) YoY -1.03% (-320)	All Managers (Combined)	$3.6M	251.8% ($3.6M/$1.4M)	QoQ -6.00% (-$0) YoY -3.76% (-$0)
AMERICAN EXPRESS CO(AXPcusip025816109)	13.2K	QoQ +15.78% (+1.8K) YoY +13.98% (+1.6K)	All Managers (Combined)	$3.6M	251.5% ($3.6M/$1.4M)	QoQ +4.96% (+$0) YoY +34.66% (+$1)
HUBBELL INC(HUBBcusip443510607)	10.7K	QoQ -6.22% (-710) YoY -9.99% (-1.2K)	All Managers (Combined)	$3.5M	250.6% ($3.5M/$1.4M)	QoQ -25.93% (-$1) YoY -28.24% (-$1)
COCA COLA CO(KOcusip191216100)	46.0K	QoQ -1.22% (-570) YoY -3.11% (-1.5K)	All Managers (Combined)	$3.3M	233.3% ($3.3M/$1.4M)	QoQ +13.62% (-$0) YoY +13.42% (-$0)
CLOROX CO /DE/(CLXcusip189054109)	22.3K	QoQ +0.09% (-22) YoY -4.88% (-1.1K)	All Managers (Combined)	$3.3M	232.2% ($3.3M/$1.4M)	QoQ -9.24% (-$0) YoY -8.53% (-$0)
(IJHcusip464287507)	54.6K	QoQ +0.69% (-378) YoY -5.74% (-3.3K)	All Managers (Combined)	$3.2M	225.6% ($3.2M/$1.4M)	QoQ -5.71% (-$0) YoY -9.46% (-$0)
(BIVcusip921937819)	41.3K	QoQ -9.91% (-4.5K) YoY -1.71% (-723)	All Managers (Combined)	$3.2M	224.1% ($3.2M/$1.4M)	QoQ -7.70% (-$0) YoY -0.18% (-$0)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	5.8K	QoQ +12.54% (+647) YoY +21.11% (+1.0K)	All Managers (Combined)	$3.0M	215.3% ($3.0M/$1.4M)	QoQ +16.51% (+$0) YoY +28.21% (+$1)
(cusip46436E833)✕	132.5K	QoQ +48.55% (+43.3K) YoY NEW(+132.5K)	All Managers (Combined)	$2.9M	208.8% ($2.9M/$1.4M)	QoQ +50.87% (+$1) YoY NEW(+$3)
Palantir Technologies Inc.(PLTRcusip69608A108)	34.0K	QoQ -2.85% (-1.0K) YoY +36.00% (+9.0K)	All Managers (Combined)	$2.9M	203.3% ($2.9M/$1.4M)	QoQ +8.42% (-$0) YoY +399.13% (+$2)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	11.6K	QoQ -2.10% (-249) YoY -2.06% (-244)	All Managers (Combined)	$2.9M	203.3% ($2.9M/$1.4M)	QoQ -4.23% (-$0) YoY -9.46% (-$0)
QUALCOMM INC/DE(QCOMcusip747525103)	17.5K	QoQ 0.00% (-0) YoY -5.94% (-1.1K)	All Managers (Combined)	$2.7M	190.1% ($2.7M/$1.4M)	QoQ -0.03% (-$0) YoY -14.68% (-$0)
(VVcusip922908637)	10.3K	QoQ -3.37% (-361) YoY -4.08% (-441)	All Managers (Combined)	$2.7M	188.4% ($2.7M/$1.4M)	QoQ -7.92% (-$0) YoY +2.82% (-$0)
NOVO NORDISK A S(NVOcusip670100205)	37.8K	QoQ -15.52% (-7.0K) YoY -17.72% (-8.2K)	All Managers (Combined)	$2.6M	186.1% ($2.6M/$1.4M)	QoQ -31.81% (-$1) YoY -55.51% (-$3)
(IVWcusip464287309)	27.4K	QoQ +1.61% (-435) YoY +7.83% (+2.0K)	All Managers (Combined)	$2.5M	180.1% ($2.5M/$1.4M)	QoQ -7.12% (-$0) YoY +18.49% (+$0)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	55.9K	QoQ -19.05% (-13.2K) YoY -34.91% (-30.0K)	All Managers (Combined)	$2.5M	179.6% ($2.5M/$1.4M)	QoQ -8.18% (-$0) YoY -29.63% (-$1)
AMGEN INC(AMGNcusip031162100)	8.1K	QoQ -2.16% (-178) YoY -4.86% (-412)	All Managers (Combined)	$2.5M	177.8% ($2.5M/$1.4M)	QoQ +16.96% (-$0) YoY +4.23% (-$0)