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 7 of 14

Sort by:

Philip Morris International Inc.

PM|718172109

Shares:11.0K

Value:$1.7M

% of Portfolio:123.4% ($1.7M/$1.4M)

46436E866

Shares:74.2K

Value:$1.7M

% of Portfolio:122.8% ($1.7M/$1.4M)

RTX Corp

RTX|75513E101

Shares:12.9K

Value:$1.7M

% of Portfolio:121.1% ($1.7M/$1.4M)

PFIZER INC

PFE|717081103

Shares:67.3K

Value:$1.7M

% of Portfolio:120.8% ($1.7M/$1.4M)

92203C303

VUSB|92203C303

Shares:34.2K

Value:$1.7M

% of Portfolio:120.8% ($1.7M/$1.4M)

922908553

VNQ|922908553

Shares:18.4K

Value:$1.7M

% of Portfolio:117.9% ($1.7M/$1.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:27.1K

Value:$1.7M

% of Portfolio:117.1% ($1.7M/$1.4M)

FISERV INC

FI|337738108

Shares:7.4K

Value:$1.6M

% of Portfolio:115.8% ($1.6M/$1.4M)

46436E593

Shares:80.0K

Value:$1.6M

% of Portfolio:111.3% ($1.6M/$1.4M)

46436E460

Shares:76.8K

Value:$1.6M

% of Portfolio:110.5% ($1.6M/$1.4M)

NEXTNAV INC.

NN|65345N106

Shares:125.0K

Value:$1.5M

% of Portfolio:107.7% ($1.5M/$1.4M)

TARGET CORP

TGT|87612E106

Shares:14.6K

Value:$1.5M

% of Portfolio:107.6% ($1.5M/$1.4M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:2.6K

Value:$1.5M

% of Portfolio:107.6% ($1.5M/$1.4M)

46436E296

Shares:64.2K

Value:$1.5M

% of Portfolio:104.0% ($1.5M/$1.4M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:17.0K

Value:$1.4M

% of Portfolio:102.3% ($1.4M/$1.4M)

NOVARTIS AG

NVS|66987V109

Shares:12.9K

Value:$1.4M

% of Portfolio:102.1% ($1.4M/$1.4M)

Accenture plc

ACN|G1151C101

Shares:4.6K

Value:$1.4M

% of Portfolio:101.2% ($1.4M/$1.4M)

464287499

IWR|464287499

Shares:16.6K

Value:$1.4M

% of Portfolio:99.9% ($1.4M/$1.4M)

464287721

Shares:9.7K

Value:$1.4M

% of Portfolio:96.5% ($1.4M/$1.4M)

COMCAST CORP

CMCSA|20030N101

Shares:36.0K

Value:$1.3M

% of Portfolio:94.2% ($1.3M/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Philip Morris International Inc.(PMcusip718172109)	11.0K	QoQ +10.01% (+1.0K) YoY -4.19% (-481)	All Managers (Combined)	$1.7M	123.4% ($1.7M/$1.4M)	QoQ +45.00% (+$1) YoY +66.00% (-$1)
(cusip46436E866)✕	74.2K	QoQ -54.04% (-87.3K) YoY -22.53% (-21.6K)	All Managers (Combined)	$1.7M	122.8% ($1.7M/$1.4M)	QoQ -53.94% (-$2) YoY -22.06% (-$0)
RTX Corp(RTXcusip75513E101)	12.9K	QoQ +40.49% (+3.7K) YoY +63.80% (+5.0K)	All Managers (Combined)	$1.7M	121.1% ($1.7M/$1.4M)	QoQ +60.71% (+$1) YoY +122.36% (+$1)
PFIZER INC(PFEcusip717081103)	67.3K	QoQ -0.74% (-503) YoY -1.50% (-1.0K)	All Managers (Combined)	$1.7M	120.8% ($1.7M/$1.4M)	QoQ -5.22% (-$0) YoY -10.06% (-$0)
(VUSBcusip92203C303)	34.2K	QoQ +0.56% (+191) YoY NEW(+34.2K)	All Managers (Combined)	$1.7M	120.8% ($1.7M/$1.4M)	QoQ +1.06% (+$0) YoY NEW(+$2)
(VNQcusip922908553)	18.4K	QoQ +3.19% (+569) YoY +3.21% (+573)	All Managers (Combined)	$1.7M	117.9% ($1.7M/$1.4M)	QoQ +4.91% (+$0) YoY +8.05% (+$0)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	27.1K	QoQ +7.70% (+1.9K) YoY +12.15% (+2.9K)	All Managers (Combined)	$1.7M	117.1% ($1.7M/$1.4M)	QoQ +16.15% (+$0) YoY +26.16% (+$0)
FISERV INC(FIcusip337738108)	7.4K	QoQ +10.94% (+730) YoY +75.19% (+3.2K)	All Managers (Combined)	$1.6M	115.8% ($1.6M/$1.4M)	QoQ +19.25% (+$0) YoY +142.22% (+$1)
(cusip46436E593)✕	80.0K	QoQ +6.89% (+5.2K) YoY NEW(+80.0K)	All Managers (Combined)	$1.6M	111.3% ($1.6M/$1.4M)	QoQ +9.47% (+$0) YoY NEW(+$2)
(cusip46436E460)✕	76.8K	QoQ +6.29% (+4.5K) YoY NEW(+76.8K)	All Managers (Combined)	$1.6M	110.5% ($1.6M/$1.4M)	QoQ +9.09% (+$0) YoY NEW(+$2)
NEXTNAV INC.(NNcusip65345N106)	125.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	107.7% ($1.5M/$1.4M)	QoQ -21.79% (-$0) YoY +84.81% (+$1)
TARGET CORP(TGTcusip87612E106)	14.6K	QoQ +7.96% (-1.1K) YoY +3.56% (-501)	All Managers (Combined)	$1.5M	107.6% ($1.5M/$1.4M)	QoQ -16.63% (-$0) YoY -38.99% (-$1)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	2.6K	QoQ +0.19% (-5) YoY NEW(+2.6K)	All Managers (Combined)	$1.5M	107.6% ($1.5M/$1.4M)	QoQ -1.80% (-$0) YoY NEW(+$2)
(cusip46436E296)✕	64.2K	QoQ NEW(+64.2K) YoY NEW(+64.2K)	All Managers (Combined)	$1.5M	104.0% ($1.5M/$1.4M)	QoQ NEW(+$1) YoY NEW(+$1)
Seagate Technology Holdings plc(STXcusipG7997R103)	17.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	102.3% ($1.4M/$1.4M)	QoQ -1.56% (-$0) YoY -8.72% (-$0)
NOVARTIS AG(NVScusip66987V109)	12.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	102.1% ($1.4M/$1.4M)	QoQ +14.53% (+$0) YoY +15.26% (+$0)
Accenture plc(ACNcusipG1151C101)	4.6K	QoQ +46.74% (+1.5K) YoY +26.24% (+952)	All Managers (Combined)	$1.4M	101.2% ($1.4M/$1.4M)	QoQ +30.14% (+$0) YoY +13.59% (+$0)
(IWRcusip464287499)	16.6K	QoQ -27.23% (-6.2K) YoY -27.23% (-6.2K)	All Managers (Combined)	$1.4M	99.9% ($1.4M/$1.4M)	QoQ -29.95% (-$1) YoY -26.37% (-$1)
(cusip464287721)✕	9.7K	QoQ 0.00% (-0) YoY -3.96% (-400)	All Managers (Combined)	$1.4M	96.5% ($1.4M/$1.4M)	QoQ -11.95% (-$0) YoY -0.14% (-$0)
COMCAST CORP(CMCSAcusip20030N101)	36.0K	QoQ -51.21% (-37.8K) YoY -56.92% (-47.6K)	All Managers (Combined)	$1.3M	94.2% ($1.3M/$1.4M)	QoQ -52.02% (-$1) YoY -63.33% (-$2)