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 8 of 14

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American Water Works Company, Inc.

AWK|030420103

Shares:9.0K

Value:$1.3M

% of Portfolio:94.1% ($1.3M/$1.4M)

464288679

Shares:11.8K

Value:$1.3M

% of Portfolio:92.5% ($1.3M/$1.4M)

BECTON DICKINSON & CO

BDX|075887109

Shares:5.6K

Value:$1.3M

% of Portfolio:91.6% ($1.3M/$1.4M)

464287655

IWM|464287655

Shares:6.4K

Value:$1.3M

% of Portfolio:90.0% ($1.3M/$1.4M)

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:60.7K

Value:$1.2M

% of Portfolio:85.0% ($1.2M/$1.4M)

464287648

IWO|464287648

Shares:4.6K

Value:$1.2M

% of Portfolio:83.3% ($1.2M/$1.4M)

HOLOGIC INC

HOLX|436440101

Shares:19.0K

Value:$1.2M

% of Portfolio:83.1% ($1.2M/$1.4M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:11.5K

Value:$1.2M

% of Portfolio:82.2% ($1.2M/$1.4M)

AMPHENOL CORP /DE/

APH|032095101

Shares:17.7K

Value:$1.2M

% of Portfolio:82.1% ($1.2M/$1.4M)

Bank of New York Mellon Corp

BK|064058100

Shares:13.6K

Value:$1.1M

% of Portfolio:80.8% ($1.1M/$1.4M)

CORNING INC /NY

GLW|219350105

Shares:24.9K

Value:$1.1M

% of Portfolio:80.7% ($1.1M/$1.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:18.3K

Value:$1.1M

% of Portfolio:79.9% ($1.1M/$1.4M)

464287408

IVE|464287408

Shares:5.7K

Value:$1.1M

% of Portfolio:77.6% ($1.1M/$1.4M)

CATERPILLAR INC

CAT|149123101

Shares:3.3K

Value:$1.1M

% of Portfolio:77.1% ($1.1M/$1.4M)

464287549

Shares:11.9K

Value:$1.1M

% of Portfolio:76.4% ($1.1M/$1.4M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:6.7K

Value:$1.1M

% of Portfolio:75.8% ($1.1M/$1.4M)

GATX CORP

GATX|361448103

Shares:6.8K

Value:$1.1M

% of Portfolio:74.6% ($1.1M/$1.4M)

STERIS plc

STE|G8473T100

Shares:4.6K

Value:$1.0M

% of Portfolio:74.3% ($1.0M/$1.4M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:7.1K

Value:$1.0M

% of Portfolio:73.0% ($1.0M/$1.4M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:8.1K

Value:$1.0M

% of Portfolio:72.7% ($1.0M/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
American Water Works Company, Inc.(AWKcusip030420103)	9.0K	QoQ +27.49% (+1.9K) YoY +71.99% (+3.8K)	All Managers (Combined)	$1.3M	94.1% ($1.3M/$1.4M)	QoQ +51.02% (+$0) YoY +107.65% (+$1)
(cusip464288679)✕	11.8K	QoQ +36.27% (+3.1K) YoY NEW(+11.8K)	All Managers (Combined)	$1.3M	92.5% ($1.3M/$1.4M)	QoQ +36.75% (+$0) YoY NEW(+$1)
BECTON DICKINSON & CO(BDXcusip075887109)	5.6K	QoQ 0.00% (+0) YoY -43.17% (-4.3K)	All Managers (Combined)	$1.3M	91.6% ($1.3M/$1.4M)	QoQ +1.01% (+$0) YoY -47.37% (-$1)
(IWMcusip464287655)	6.4K	QoQ +0.17% (-11) YoY +0.17% (-11)	All Managers (Combined)	$1.3M	90.0% ($1.3M/$1.4M)	QoQ -9.60% (-$0) YoY -5.00% (-$0)
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	60.7K	QoQ -0.36% (-221) YoY +2.93% (+1.7K)	All Managers (Combined)	$1.2M	85.0% ($1.2M/$1.4M)	QoQ +3.98% (-$0) YoY +0.08% (+$0)
(IWOcusip464287648)	4.6K	QoQ 0.00% (-0) YoY -0.02% (-1)	All Managers (Combined)	$1.2M	83.3% ($1.2M/$1.4M)	QoQ -11.17% (-$0) YoY -5.61% (-$0)
HOLOGIC INC(HOLXcusip436440101)	19.0K	QoQ 0.00% (-0) YoY -2.25% (-439)	All Managers (Combined)	$1.2M	83.1% ($1.2M/$1.4M)	QoQ -14.31% (-$0) YoY -22.57% (-$0)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	11.5K	QoQ +32.26% (+2.8K) YoY +34.58% (+3.0K)	All Managers (Combined)	$1.2M	82.2% ($1.2M/$1.4M)	QoQ +49.29% (+$0) YoY +98.29% (+$1)
AMPHENOL CORP /DE/(APHcusip032095101)	17.7K	QoQ -1.84% (-332) YoY +76.55% (+7.7K)	All Managers (Combined)	$1.2M	82.1% ($1.2M/$1.4M)	QoQ -7.28% (-$0) YoY +0.34% (+$0)
Bank of New York Mellon Corp(BKcusip064058100)	13.6K	QoQ 0.00% (+0) YoY -1.09% (-150)	All Managers (Combined)	$1.1M	80.8% ($1.1M/$1.4M)	QoQ +9.08% (+$0) YoY +43.88% (-$0)
CORNING INC /NY(GLWcusip219350105)	24.9K	QoQ 0.00% (-0) YoY -36.58% (-14.4K)	All Managers (Combined)	$1.1M	80.7% ($1.1M/$1.4M)	QoQ -3.71% (-$0) YoY -11.96% (-$0)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	18.3K	QoQ -0.89% (-165) YoY -19.27% (-4.4K)	All Managers (Combined)	$1.1M	79.9% ($1.1M/$1.4M)	QoQ +3.29% (-$0) YoY -0.17% (-$0)
(IVEcusip464287408)	5.7K	QoQ 0.00% (-0) YoY +1.97% (+111)	All Managers (Combined)	$1.1M	77.6% ($1.1M/$1.4M)	QoQ -0.09% (-$0) YoY +4.08% (+$0)
CATERPILLAR INC(CATcusip149123101)	3.3K	QoQ +0.03% (-1) YoY -32.34% (-1.6K)	All Managers (Combined)	$1.1M	77.1% ($1.1M/$1.4M)	QoQ -9.02% (-$0) YoY -39.09% (-$1)
(cusip464287549)✕	11.9K	QoQ 0.00% (-0) YoY -2.79% (-342)	All Managers (Combined)	$1.1M	76.4% ($1.1M/$1.4M)	QoQ -11.19% (-$0) YoY +2.27% (-$0)
Diamondback Energy, Inc.(FANGcusip25278X109)	6.7K	QoQ 0.00% (-0) YoY +11.50% (-690)	All Managers (Combined)	$1.1M	75.8% ($1.1M/$1.4M)	QoQ -2.37% (-$0) YoY -10.00% (-$0)
GATX CORP(GATXcusip361448103)	6.8K	QoQ -1.15% (-79) YoY +9.47% (+587)	All Managers (Combined)	$1.1M	74.6% ($1.1M/$1.4M)	QoQ -0.94% (-$0) YoY +26.86% (+$0)
STERIS plc(STEcusipG8473T100)	4.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	74.3% ($1.0M/$1.4M)	QoQ +10.18% (+$0) YoY +0.76% (+$0)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	7.1K	QoQ +57.82% (+2.6K) YoY +54.39% (+2.5K)	All Managers (Combined)	$1.0M	73.0% ($1.0M/$1.4M)	QoQ +40.90% (+$0) YoY +8.64% (+$0)
FIRST SOLAR, INC.(FSLRcusip336433107)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$1.0M	72.7% ($1.0M/$1.4M)	QoQ NEW(+$1) YoY NEW(+$1)