Boomfish-Wealth-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "ASML",
  "AVGO",
  "LOW",
  "CP.TO",
  "BSX",
  "EXPD",
  "HON",
  "HD",
  "UNP",
  "AMAT",
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "ESPR",
  "ANET",
  "KLAC",
  "PAYX",
  "PANW",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "ENB",
  "PLTR",
  "LMT",
  "PG",
  "AMGN",
  "RY",
  "NOW",
  "ROP",
  "RTX",
  null,
  "SPLG",
  "SBUX",
  "TMO",
  "UPS",
  "TSCO",
  "TSM",
  "VRTX",
  "ADSK",
  "FI",
  "FTNT",
  "AMZN",
  "VEEV",
  "V",
  "WMT",
  "WDAY",
  "TER",
  "CRM",
  "MELI",
  "BAC",
  "BRK-B",
  null,
  "CDNS",
  "CVX",
  "KO",
  "COST",
  "CSGP",
  "DHR",
  "DLR",
  "DPZ",
  "NEE",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 82
Total Value: 154084034
Accession Number: 0001437749-25-012338
Form Type: 13F-HR
CIK: boomfish-wealth-group
Manager Name: Boomfish-Wealth-Group

Data Enrichment

93% identified

76 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $154.1M total value

82 positions • $154.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VERTEX PHARMACEUTICALS INC / MA

Shares:5.1K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$154.1M)

ServiceNow, Inc.

Shares:3.1K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$154.1M)

Booking Holdings Inc.

Shares:528

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$154.1M)

COSTAR GROUP, INC.

Shares:30.5K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$154.1M)

DOMINOS PIZZA INC

Shares:5.2K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$154.1M)

Salesforce, Inc.

Shares:8.8K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$154.1M)

APPLIED MATERIALS INC /DE

Shares:16.3K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$154.1M)

Arista Networks, Inc.

Shares:30.3K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$154.1M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

Shares:19.4K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$154.1M)

LOCKHEED MARTIN CORP

Shares:5.2K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$154.1M)

THERMO FISHER SCIENTIFIC INC.

Shares:4.6K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$154.1M)

ASML HOLDING NV

Shares:3.4K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$154.1M)

Workday, Inc.

Shares:9.4K

Value:$2.2M

% of Portfolio:1.4% ($2.2M/$154.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.0K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$154.1M)

EXXON MOBIL CORP

Shares:17.5K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$154.1M)

ADOBE INC.

Shares:5.2K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$154.1M)

MICROCHIP TECHNOLOGY INC

Shares:40.4K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$154.1M)

UNITED PARCEL SERVICE INC

Shares:17.5K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$154.1M)

RTX Corp

Shares:13.8K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$154.1M)

TERADYNE, INC

Shares:21.4K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$154.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	5.1K	QoQ -0.80% (-41) YoY -0.60% (-31)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$154.1M)	QoQ +19.42% (-$398.3K) YoY +15.27% (-$324.5K)
ServiceNow, Inc.(NOWcusip81762P102)	3.1K	QoQ +1.89% (-57) YoY -15.36% (-557)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$154.1M)	QoQ -23.47% (-$749.7K) YoY -11.61% (-$321.1K)
Booking Holdings Inc.(BKNGcusip09857L108)	528	QoQ -5.37% (-30) YoY -24.13% (-168)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$154.1M)	QoQ -12.26% (-$339.9K) YoY -3.66% (-$92.5K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	30.5K	QoQ +1.15% (+350) YoY +32.83% (+7.5K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$154.1M)	QoQ +11.95% (+$258.4K) YoY +8.95% (+$198.8K)
DOMINOS PIZZA INC(DPZcusip25754A201)	5.2K	QoQ -2.49% (-133) YoY +1.52% (-78)	All Managers (Combined)	$2.4M	1.5% ($2.4M/$154.1M)	QoQ +6.72% (-$150.2K) YoY -6.11% (-$155.4K)
Salesforce, Inc.(CRMcusip79466L302)	8.8K	QoQ -0.94% (-84) YoY +2.84% (-244)	All Managers (Combined)	$2.4M	1.5% ($2.4M/$154.1M)	QoQ -20.49% (-$609.3K) YoY -8.36% (-$215.6K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	16.3K	QoQ +7.25% (-1.1K) YoY +18.91% (-2.6K)	All Managers (Combined)	$2.4M	1.5% ($2.4M/$154.1M)	QoQ -4.29% (-$105.9K) YoY -16.31% (-$460.0K)
Arista Networks, Inc.(ANETcusip040413205)	30.3K	QoQ +5.19% (-1.5K) YoY NEW(+30.3K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$154.1M)	QoQ -26.26% (-$834.8K) YoY NEW(+$2.3M)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	19.4K	QoQ +3.15% (+594) YoY +11.03% (+1.9K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$154.1M)	QoQ +11.97% (+$250.1K) YoY +9.82% (+$209.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	5.2K	QoQ +5.51% (-273) YoY +2.39% (+122)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$154.1M)	QoQ -2.99% (-$72.0K) YoY +0.56% (+$13.1K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	4.6K	QoQ +0.21% (-10) YoY +20.19% (+776)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$154.1M)	QoQ -4.14% (-$99.3K) YoY +2.90% (+$64.8K)
ASML HOLDING NV(ASMLcusipN07059210)	3.4K	QoQ +0.08% (-3) YoY +24.65% (-681)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$154.1M)	QoQ -4.31% (-$102.8K) YoY -14.88% (-$399.0K)
Workday, Inc.(WDAYcusip98138H101)	9.4K	QoQ +0.70% (-66) YoY +13.88% (-1.1K)	All Managers (Combined)	$2.2M	1.4% ($2.2M/$154.1M)	QoQ -8.85% (-$212.7K) YoY -2.49% (-$56.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.0K	QoQ -1.60% (-65) YoY +1.78% (+70)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$154.1M)	QoQ +15.61% (-$287.4K) YoY +28.90% (+$477.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	17.5K	QoQ +5.15% (+859) YoY +35.58% (+4.6K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$154.1M)	QoQ +16.25% (+$291.7K) YoY +38.72% (+$582.2K)
ADOBE INC.(ADBEcusip00724F101)	5.2K	QoQ +12.47% (-578) YoY +22.18% (-946)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$154.1M)	QoQ -2.98% (-$61.6K) YoY -7.13% (-$153.4K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	40.4K	QoQ +3.91% (-1.5K) YoY +65.38% (-16.0K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$154.1M)	QoQ -12.28% (-$273.8K) YoY -10.75% (-$235.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	17.5K	QoQ +0.12% (-21) YoY -5.44% (-1.0K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$154.1M)	QoQ -12.66% (-$279.1K) YoY -30.02% (-$825.6K)
RTX Corp(RTXcusip75513E101)	13.8K	QoQ -3.75% (-538) YoY -7.88% (-1.2K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$154.1M)	QoQ +10.17% (-$168.8K) YoY +25.09% (-$366.8K)
TERADYNE, INC(TERcusip880770102)	21.4K	QoQ +5.19% (-1.1K) YoY +6.90% (-1.4K)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$154.1M)	QoQ -30.99% (-$793.0K) YoY -21.73% (-$490.5K)