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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INTUIT INC.

INTU|461202103

Shares:1.7K

Value:$1.0M

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

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.1K

Value:$1.0M

% of Portfolio:71.5% ($1.0M/$1.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:8.8K

Value:$961.0K

% of Portfolio:68.1% ($961.0K/$1.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:9.1K

Value:$960.0K

% of Portfolio:68.0% ($960.0K/$1.4M)

Ingersoll Rand Inc.

IR|45687V106

Shares:11.4K

Value:$909.0K

% of Portfolio:64.4% ($909.0K/$1.4M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:3.8K

Value:$874.0K

% of Portfolio:61.9% ($874.0K/$1.4M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:6.1K

Value:$874.0K

% of Portfolio:61.9% ($874.0K/$1.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.3K

Value:$827.0K

% of Portfolio:58.6% ($827.0K/$1.4M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:13.8K

Value:$827.0K

% of Portfolio:58.6% ($827.0K/$1.4M)

Mastercard Inc

MA|57636Q104

Shares:1.5K

Value:$800.0K

% of Portfolio:56.7% ($800.0K/$1.4M)

464287465

EFA|464287465

Shares:9.7K

Value:$793.0K

% of Portfolio:56.2% ($793.0K/$1.4M)

DEERE & CO

DE|244199105

Shares:1.7K

Value:$776.0K

% of Portfolio:55.0% ($776.0K/$1.4M)

WEYERHAEUSER CO

WY|962166104

Shares:26.4K

Value:$774.0K

% of Portfolio:54.8% ($774.0K/$1.4M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:26.7K

Value:$760.0K

% of Portfolio:53.8% ($760.0K/$1.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.6K

Value:$759.0K

% of Portfolio:53.8% ($759.0K/$1.4M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:8.0K

Value:$746.0K

% of Portfolio:52.8% ($746.0K/$1.4M)

464285204

Shares:12.4K

Value:$732.0K

% of Portfolio:51.8% ($732.0K/$1.4M)

KELLANOVA

K|487836108

Shares:8.5K

Value:$701.0K

% of Portfolio:49.6% ($701.0K/$1.4M)

NEOGEN CORP

NEOG|640491106

Shares:80.2K

Value:$695.0K

% of Portfolio:49.2% ($695.0K/$1.4M)

AUTOZONE INC

AZO|053332102

Shares:168

Value:$641.0K

% of Portfolio:45.4% ($641.0K/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUIT INC.(INTUcusip461202103)	1.7K	QoQ +24.14% (+325) YoY +18.17% (+257)	All Managers (Combined)	$1.0M	72.7% ($1.0M/$1.4M)	QoQ +21.27% (+$0) YoY +11.64% (+$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.1K	QoQ -5.47% (-235) YoY -2.00% (-83)	All Managers (Combined)	$1.0M	71.5% ($1.0M/$1.4M)	QoQ +6.88% (-$0) YoY +27.56% (-$0)
EMERSON ELECTRIC CO(EMRcusip291011104)	8.8K	QoQ -2.25% (-202) YoY -7.41% (-702)	All Managers (Combined)	$961.0K	68.1% ($961.0K/$1.4M)	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	68.0% ($960.0K/$1.4M)	QoQ +5.96% (+$0) YoY -17.87% (-$0)
Ingersoll Rand Inc.(IRcusip45687V106)	11.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$909.0K	64.4% ($909.0K/$1.4M)	QoQ -11.48% (-$0) YoY -15.67% (-$0)
Cheniere Energy, Inc.(LNGcusip16411R208)	3.8K	QoQ -3.82% (-150) YoY -3.82% (-150)	All Managers (Combined)	$874.0K	61.9% ($874.0K/$1.4M)	QoQ +3.67% (-$0) YoY +38.07% (-$0)
KIMBERLY CLARK CORP(KMBcusip494368103)	6.1K	QoQ 0.00% (+0) YoY -21.07% (-1.6K)	All Managers (Combined)	$874.0K	61.9% ($874.0K/$1.4M)	QoQ +8.57% (+$0) YoY -13.20% (-$0)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.3K	QoQ -1.67% (-40) YoY +69.55% (+962)	All Managers (Combined)	$827.0K	58.6% ($827.0K/$1.4M)	QoQ +1.34% (-$0) YoY +86.68% (+$0)
ALTRIA GROUP, INC.(MOcusip02209S103)	13.8K	QoQ +7.82% (+1.0K) YoY +4.25% (+563)	All Managers (Combined)	$827.0K	58.6% ($827.0K/$1.4M)	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	56.7% ($800.0K/$1.4M)	QoQ +4.03% (+$0) YoY +23.07% (+$0)
(EFAcusip464287465)	9.7K	QoQ -0.01% (-1) YoY NEW(+9.7K)	All Managers (Combined)	$793.0K	56.2% ($793.0K/$1.4M)	QoQ +8.18% (-$0) YoY NEW(+$1)
DEERE & CO(DEcusip244199105)	1.7K	QoQ +40.68% (+478) YoY +100.36% (+828)	All Managers (Combined)	$776.0K	55.0% ($776.0K/$1.4M)	QoQ +55.82% (+$0) YoY +128.90% (+$0)
WEYERHAEUSER CO(WYcusip962166104)	26.4K	QoQ -8.53% (-2.5K) YoY -34.83% (-14.1K)	All Managers (Combined)	$774.0K	54.8% ($774.0K/$1.4M)	QoQ -4.91% (-$0) YoY -46.87% (-$1)
KINDER MORGAN, INC.(KMIcusip49456B101)	26.7K	QoQ +1.62% (+426) YoY -7.27% (-2.1K)	All Managers (Combined)	$760.0K	53.8% ($760.0K/$1.4M)	QoQ +5.70% (+$0) YoY +44.21% (-$0)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.6K	QoQ -40.31% (-2.4K) YoY -40.80% (-2.5K)	All Managers (Combined)	$759.0K	53.8% ($759.0K/$1.4M)	QoQ -44.06% (-$1) YoY -38.93% (-$0)
COLGATE PALMOLIVE CO(CLcusip194162103)	8.0K	QoQ +21.34% (+1.4K) YoY +21.34% (+1.4K)	All Managers (Combined)	$746.0K	52.8% ($746.0K/$1.4M)	QoQ +25.16% (+$0) YoY +26.22% (+$0)
(cusip464285204)✕	12.4K	QoQ 0.00% (+0) YoY +33.91% (+3.1K)	All Managers (Combined)	$732.0K	51.8% ($732.0K/$1.4M)	QoQ +19.02% (+$0) YoY +87.69% (+$0)
KELLANOVA(Kcusip487836108)	8.5K	QoQ -12.88% (-1.3K) YoY -47.50% (-7.7K)	All Managers (Combined)	$701.0K	49.6% ($701.0K/$1.4M)	QoQ -11.26% (-$0) YoY -24.46% (-$0)
NEOGEN CORP(NEOGcusip640491106)	80.2K	QoQ -9.73% (-8.7K) YoY -12.48% (-11.4K)	All Managers (Combined)	$695.0K	49.2% ($695.0K/$1.4M)	QoQ -35.58% (-$0) YoY -51.93% (-$1)
AUTOZONE INC(AZOcusip053332102)	168	QoQ +100.00% (+84) YoY NEW(+168)	All Managers (Combined)	$641.0K	45.4% ($641.0K/$1.4M)	QoQ +138.28% (+$0) YoY NEW(+$1)