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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NORFOLK SOUTHERN CORP

NSC|655844108

Shares:10.5K

Value:$2.5M

% of Portfolio:175.7% ($2.5M/$1.4M)

921943858

VEA|921943858

Shares:47.8K

Value:$2.4M

% of Portfolio:172.0% ($2.4M/$1.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

% of Portfolio:169.6% ($2.4M/$1.4M)

Medtronic plc

MDT|G5960L103

Shares:26.4K

Value:$2.4M

% of Portfolio:168.0% ($2.4M/$1.4M)

AFLAC INC

AFL|001055102

Shares:21.2K

Value:$2.4M

% of Portfolio:167.0% ($2.4M/$1.4M)

922020748

Shares:30.1K

Value:$2.3M

% of Portfolio:165.3% ($2.3M/$1.4M)

Meta Platforms, Inc.

META|30303M102

Shares:3.9K

Value:$2.3M

% of Portfolio:160.4% ($2.3M/$1.4M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:3.9K

Value:$2.2M

% of Portfolio:158.7% ($2.2M/$1.4M)

922908629

VO|922908629

Shares:8.0K

Value:$2.1M

% of Portfolio:145.8% ($2.1M/$1.4M)

Mondelez International, Inc.

MDLZ|609207105

Shares:30.0K

Value:$2.0M

% of Portfolio:144.3% ($2.0M/$1.4M)

ORACLE CORP

ORCL|68389X105

Shares:14.4K

Value:$2.0M

% of Portfolio:142.8% ($2.0M/$1.4M)

921909768

VXUS|921909768

Shares:31.2K

Value:$1.9M

% of Portfolio:137.0% ($1.9M/$1.4M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:17.2K

Value:$1.9M

% of Portfolio:136.8% ($1.9M/$1.4M)

SYNOPSYS INC

SNPS|871607107

Shares:4.4K

Value:$1.9M

% of Portfolio:135.1% ($1.9M/$1.4M)

46434V860

Shares:37.5K

Value:$1.9M

% of Portfolio:134.6% ($1.9M/$1.4M)

3M CO

MMM|88579Y101

Shares:12.4K

Value:$1.8M

% of Portfolio:129.1% ($1.8M/$1.4M)

46436E825

Shares:82.9K

Value:$1.8M

% of Portfolio:127.8% ($1.8M/$1.4M)

922042775

VEU|922042775

Shares:29.5K

Value:$1.8M

% of Portfolio:126.6% ($1.8M/$1.4M)

Walmart Inc.

WMT|931142103

Shares:20.1K

Value:$1.8M

% of Portfolio:125.1% ($1.8M/$1.4M)

FEDEX CORP

FDX|31428X106

Shares:7.2K

Value:$1.8M

% of Portfolio:124.8% ($1.8M/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NORFOLK SOUTHERN CORP(NSCcusip655844108)	10.5K	QoQ -0.06% (-7) YoY -17.40% (-2.2K)	All Managers (Combined)	$2.5M	175.7% ($2.5M/$1.4M)	QoQ +0.85% (-$0) YoY -23.23% (-$1)
(VEAcusip921943858)	47.8K	QoQ +3.90% (+1.8K) YoY -21.41% (-13.0K)	All Managers (Combined)	$2.4M	172.0% ($2.4M/$1.4M)	QoQ +10.41% (+$0) YoY -20.39% (-$1)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.4M	169.6% ($2.4M/$1.4M)	QoQ +17.22% (+$0) YoY +25.85% (+$0)
Medtronic plc(MDTcusipG5960L103)	26.4K	QoQ -3.33% (-910) YoY -8.45% (-2.4K)	All Managers (Combined)	$2.4M	168.0% ($2.4M/$1.4M)	QoQ +8.75% (-$0) YoY -5.61% (-$0)
AFLAC INC(AFLcusip001055102)	21.2K	QoQ -0.89% (-191) YoY -2.82% (-616)	All Managers (Combined)	$2.4M	167.0% ($2.4M/$1.4M)	QoQ +6.55% (-$0) YoY +25.82% (-$0)
(cusip922020748)✕	30.1K	QoQ +36.04% (+8.0K) YoY NEW(+30.1K)	All Managers (Combined)	$2.3M	165.3% ($2.3M/$1.4M)	QoQ +38.92% (+$1) YoY NEW(+$2)
Meta Platforms, Inc.(METAcusip30303M102)	3.9K	QoQ +91.05% (+1.9K) YoY +135.20% (+2.3K)	All Managers (Combined)	$2.3M	160.4% ($2.3M/$1.4M)	QoQ +88.03% (+$1) YoY +179.16% (+$1)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	3.9K	QoQ -2.13% (-84) YoY -3.21% (-128)	All Managers (Combined)	$2.2M	158.7% ($2.2M/$1.4M)	QoQ -1.32% (-$0) YoY +32.36% (-$1)
(VOcusip922908629)	8.0K	QoQ +20.03% (+1.3K) YoY +30.31% (+1.9K)	All Managers (Combined)	$2.1M	145.8% ($2.1M/$1.4M)	QoQ +17.52% (+$0) YoY +34.83% (+$1)
Mondelez International, Inc.(MDLZcusip609207105)	30.0K	QoQ -1.13% (-346) YoY +2.76% (-809)	All Managers (Combined)	$2.0M	144.3% ($2.0M/$1.4M)	QoQ +12.28% (-$0) YoY -0.39% (-$0)
ORACLE CORP(ORCLcusip68389X105)	14.4K	QoQ +2.92% (-410) YoY -22.15% (-4.1K)	All Managers (Combined)	$2.0M	142.8% ($2.0M/$1.4M)	QoQ -13.62% (-$0) YoY -13.32% (-$0)
(VXUScusip921909768)	31.2K	QoQ +3.26% (+986) YoY -17.41% (-6.6K)	All Managers (Combined)	$1.9M	137.0% ($1.9M/$1.4M)	QoQ +8.83% (+$0) YoY -14.94% (-$0)
GILEAD SCIENCES, INC.(GILDcusip375558103)	17.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	136.8% ($1.9M/$1.4M)	QoQ +21.35% (+$0) YoY +52.96% (+$1)
SYNOPSYS INC(SNPScusip871607107)	4.4K	QoQ +0.99% (-44) YoY +11.50% (-459)	All Managers (Combined)	$1.9M	135.1% ($1.9M/$1.4M)	QoQ -10.75% (-$0) YoY -16.31% (-$0)
(cusip46434V860)✕	37.5K	QoQ -9.06% (-3.7K) YoY +15.77% (+5.1K)	All Managers (Combined)	$1.9M	134.6% ($1.9M/$1.4M)	QoQ -8.74% (-$0) YoY +15.71% (+$0)
3M CO(MMMcusip88579Y101)	12.4K	QoQ 0.00% (+0) YoY +0.50% (+62)	All Managers (Combined)	$1.8M	129.1% ($1.8M/$1.4M)	QoQ +13.72% (+$0) YoY +39.16% (+$1)
(cusip46436E825)✕	82.9K	QoQ +4.03% (+3.2K) YoY NEW(+82.9K)	All Managers (Combined)	$1.8M	127.8% ($1.8M/$1.4M)	QoQ +6.18% (+$0) YoY NEW(+$2)
(VEUcusip922042775)	29.5K	QoQ -7.16% (-2.3K) YoY -27.92% (-11.4K)	All Managers (Combined)	$1.8M	126.6% ($1.8M/$1.4M)	QoQ -1.91% (-$0) YoY -25.43% (-$1)
Walmart Inc.(WMTcusip931142103)	20.1K	QoQ -1.11% (-227) YoY -4.89% (-1.0K)	All Managers (Combined)	$1.8M	125.1% ($1.8M/$1.4M)	QoQ -3.91% (-$0) YoY +38.83% (-$0)
FEDEX CORP(FDXcusip31428X106)	7.2K	QoQ -12.52% (-1.0K) YoY -36.82% (-4.2K)	All Managers (Combined)	$1.8M	124.8% ($1.8M/$1.4M)	QoQ -24.21% (-$1) YoY -46.84% (-$2)