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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Boston-Family-Office
Data Enrichment
86% identified242 identified38 unidentified
Holdings
280 positions
Manager:
Search and click to pin securities to the top
Page 9 of 14
464285204
Shares:12.4K
Value:$732.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
INTUIT INC.(INTUcusip461202103) | 1.7K | All Managers (Combined) | $1.0M | QoQ +21.27% (+$0)YoY +11.64% (+$0) | |
4.1K | QoQ -5.47% (-235)YoY -2.00% (-83) | All Managers (Combined) | $1.0M | QoQ +6.88% (-$0)YoY +27.56% (-$0) | |
8.8K | QoQ -2.25% (-202)YoY -7.41% (-702) | All Managers (Combined) | $961.0K | QoQ -13.57% (-$0)YoY -10.52% (-$0) | |
CONOCOPHILLIPS(COPcusip20825C104) | 9.1K | QoQ 0.00% (+0)YoY -0.50% (-46) | All Managers (Combined) | $960.0K | QoQ +5.96% (+$0)YoY -17.87% (-$0) |
11.4K | All Managers (Combined) | $909.0K | QoQ -11.48% (-$0)YoY -15.67% (-$0) | ||
3.8K | QoQ -3.82% (-150)YoY -3.82% (-150) | All Managers (Combined) | $874.0K | QoQ +3.67% (-$0)YoY +38.07% (-$0) | |
6.1K | QoQ 0.00% (+0) | All Managers (Combined) | $874.0K | QoQ +8.57% (+$0)YoY -13.20% (-$0) | |
2.3K | QoQ -1.67% (-40) | All Managers (Combined) | $827.0K | QoQ +1.34% (-$0)YoY +86.68% (+$0) | |
13.8K | All Managers (Combined) | $827.0K | QoQ +23.80% (+$0)YoY +43.57% (+$0) | ||
Mastercard Inc(MAcusip57636Q104) | 1.5K | QoQ 0.00% (+0)YoY +8.14% (+110) | All Managers (Combined) | $800.0K | QoQ +4.03% (+$0)YoY +23.07% (+$0) |
9.7K | QoQ -0.01% (-1)YoY NEW(+9.7K) | All Managers (Combined) | $793.0K | QoQ +8.18% (-$0)YoY NEW(+$1) | |
DEERE & CO(DEcusip244199105) | 1.7K | All Managers (Combined) | $776.0K | ||
WEYERHAEUSER CO(WYcusip962166104) | 26.4K | All Managers (Combined) | $774.0K | QoQ -4.91% (-$0)YoY -46.87% (-$1) | |
26.7K | All Managers (Combined) | $760.0K | QoQ +5.70% (+$0)YoY +44.21% (-$0) | ||
3.6K | All Managers (Combined) | $759.0K | QoQ -44.06% (-$1)YoY -38.93% (-$0) | ||
8.0K | All Managers (Combined) | $746.0K | QoQ +25.16% (+$0)YoY +26.22% (+$0) | ||
(cusip464285204)✕ | 12.4K | QoQ 0.00% (+0) | All Managers (Combined) | $732.0K | QoQ +19.02% (+$0)YoY +87.69% (+$0) |
8.5K | All Managers (Combined) | $701.0K | QoQ -11.26% (-$0)YoY -24.46% (-$0) | ||
NEOGEN CORP(NEOGcusip640491106) | 80.2K | All Managers (Combined) | $695.0K | QoQ -35.58% (-$0)YoY -51.93% (-$1) | |
AUTOZONE INC(AZOcusip053332102) | 168 | YoY NEW(+168) | All Managers (Combined) | $641.0K | YoY NEW(+$1) |