Breed's Hill Capital as of March 31, 2025
Portfolio Holdings for Breed's Hill Capital
Breed's Hill Capital holds 136 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 18.6 | $35M | 126k | 274.84 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.6 | $12M | 240k | 50.83 | |
| NVIDIA Corporation (NVDA) | 5.3 | $9.9M | 91k | 108.38 | |
| Vanguard Index Fds Value Etf (VTV) | 5.2 | $9.6M | 56k | 172.74 | |
| Apple (AAPL) | 4.4 | $8.3M | 37k | 222.13 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.7 | $6.9M | 19k | 361.09 | |
| Vanguard World Inf Tech Etf (VGT) | 3.4 | $6.2M | 12k | 542.38 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.5 | $4.7M | 128k | 36.41 | |
| Amazon (AMZN) | 2.2 | $4.1M | 22k | 190.26 | |
| Broadcom (AVGO) | 2.2 | $4.0M | 24k | 167.43 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $3.7M | 6.6k | 559.39 | |
| Microsoft Corporation (MSFT) | 1.9 | $3.5M | 9.2k | 375.39 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $3.3M | 73k | 45.26 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.6 | $3.0M | 116k | 26.20 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $2.5M | 13k | 193.99 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $2.4M | 4.4k | 561.90 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.2 | $2.2M | 79k | 27.57 | |
| Abbvie (ABBV) | 1.2 | $2.2M | 10k | 209.52 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $2.1M | 88k | 23.43 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $1.8M | 11k | 160.54 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.8M | 11k | 154.64 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $1.6M | 14k | 115.95 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $1.6M | 8.6k | 188.16 | |
| Abbott Laboratories (ABT) | 0.8 | $1.6M | 12k | 132.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.5M | 3.2k | 468.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.4M | 2.5k | 532.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | 8.2k | 156.23 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.2M | 4.3k | 288.14 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 1.4k | 825.91 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 4.6k | 245.30 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.0M | 5.3k | 199.49 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $1.0M | 8.4k | 119.47 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $910k | 1.7k | 548.12 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $901k | 13k | 70.21 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $871k | 11k | 81.67 | |
| Oracle Corporation (ORCL) | 0.5 | $862k | 6.2k | 139.81 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $843k | 14k | 61.89 | |
| Wal-Mart Stores (WMT) | 0.4 | $824k | 9.4k | 87.79 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $809k | 5.5k | 146.01 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $788k | 6.6k | 118.93 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $704k | 2.6k | 270.83 | |
| Meta Platforms Cl A (META) | 0.4 | $700k | 1.2k | 576.59 | |
| Waste Management (WM) | 0.4 | $695k | 3.0k | 231.51 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $652k | 7.0k | 92.83 | |
| Air Products & Chemicals (APD) | 0.3 | $621k | 2.1k | 294.92 | |
| Zoetis Cl A (ZTS) | 0.3 | $606k | 3.7k | 164.65 | |
| Morgan Stanley Com New (MS) | 0.3 | $606k | 5.2k | 116.67 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $594k | 1.2k | 484.64 | |
| Johnson & Johnson (JNJ) | 0.3 | $585k | 3.5k | 165.84 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $580k | 4.2k | 139.78 | |
| Home Depot (HD) | 0.3 | $575k | 1.6k | 366.29 | |
| Visa Com Cl A (V) | 0.3 | $572k | 1.6k | 350.37 | |
| Procter & Gamble Company (PG) | 0.3 | $540k | 3.2k | 170.44 | |
| Automatic Data Processing (ADP) | 0.3 | $537k | 1.8k | 305.53 | |
| Uber Technologies (UBER) | 0.3 | $536k | 7.4k | 72.86 | |
| UnitedHealth (UNH) | 0.3 | $529k | 1.0k | 523.46 | |
| Netflix (NFLX) | 0.3 | $516k | 553.00 | 933.08 | |
| TJX Companies (TJX) | 0.3 | $510k | 4.2k | 121.80 | |
| Intuit (INTU) | 0.3 | $509k | 829.00 | 613.99 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $499k | 8.6k | 58.35 | |
| Boston Scientific Corporation (BSX) | 0.3 | $496k | 4.9k | 100.88 | |
| Stryker Corporation (SYK) | 0.3 | $492k | 1.3k | 372.14 | |
| Goldman Sachs (GS) | 0.3 | $479k | 876.00 | 546.29 | |
| Eaton Corp SHS (ETN) | 0.3 | $477k | 1.8k | 271.83 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $473k | 7.8k | 60.66 | |
| salesforce (CRM) | 0.3 | $465k | 1.7k | 268.24 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $453k | 9.1k | 49.81 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $449k | 1.2k | 383.39 | |
| Ishares Tr Expanded Tech (IGV) | 0.2 | $445k | 5.0k | 88.99 | |
| Emerson Electric (EMR) | 0.2 | $440k | 4.0k | 109.64 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $426k | 6.3k | 67.85 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $424k | 1.4k | 311.92 | |
| Unilever Spon Adr New (UL) | 0.2 | $424k | 7.1k | 59.55 | |
| Bank of America Corporation (BAC) | 0.2 | $421k | 10k | 41.73 | |
| Tesla Motors (TSLA) | 0.2 | $414k | 1.6k | 259.10 | |
| Servicenow (NOW) | 0.2 | $409k | 513.00 | 796.47 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $407k | 818.00 | 497.60 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $401k | 1.8k | 227.92 | |
| Merck & Co (MRK) | 0.2 | $400k | 4.5k | 89.76 | |
| 3M Company (MMM) | 0.2 | $391k | 2.7k | 146.86 | |
| Bristol Myers Squibb (BMY) | 0.2 | $390k | 6.4k | 60.99 | |
| Lowe's Companies (LOW) | 0.2 | $376k | 1.6k | 233.23 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $375k | 5.5k | 68.56 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $374k | 2.1k | 179.70 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $371k | 560.00 | 662.63 | |
| American Express Company (AXP) | 0.2 | $369k | 1.4k | 269.05 | |
| Nike CL B (NKE) | 0.2 | $362k | 5.7k | 63.48 | |
| Medtronic SHS (MDT) | 0.2 | $356k | 4.0k | 89.86 | |
| Ecolab (ECL) | 0.2 | $352k | 1.4k | 253.52 | |
| Ge Vernova (GEV) | 0.2 | $336k | 1.1k | 305.28 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $321k | 2.4k | 132.46 | |
| Motorola Solutions Com New (MSI) | 0.2 | $310k | 708.00 | 437.81 | |
| Oneok (OKE) | 0.2 | $308k | 3.1k | 99.22 | |
| Chevron Corporation (CVX) | 0.2 | $304k | 1.8k | 167.29 | |
| Pepsi (PEP) | 0.2 | $300k | 2.0k | 149.93 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $294k | 3.6k | 81.76 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $287k | 5.6k | 51.18 | |
| Cme (CME) | 0.2 | $282k | 1.1k | 265.29 | |
| Illinois Tool Works (ITW) | 0.1 | $276k | 1.1k | 248.01 | |
| Honeywell International (HON) | 0.1 | $274k | 1.3k | 211.75 | |
| Applied Materials (AMAT) | 0.1 | $273k | 1.9k | 145.12 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $272k | 1.9k | 147.00 | |
| Pfizer (PFE) | 0.1 | $259k | 10k | 25.34 | |
| Hubbell (HUBB) | 0.1 | $258k | 780.00 | 330.91 | |
| Advanced Micro Devices (AMD) | 0.1 | $257k | 2.5k | 102.81 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $257k | 5.9k | 43.70 | |
| Linde SHS (LIN) | 0.1 | $257k | 551.00 | 465.64 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $252k | 2.8k | 91.73 | |
| Arista Networks Com Shs (ANET) | 0.1 | $248k | 3.2k | 77.48 | |
| Fiserv (FI) | 0.1 | $248k | 1.1k | 220.83 | |
| Autodesk (ADSK) | 0.1 | $245k | 936.00 | 261.80 | |
| McDonald's Corporation (MCD) | 0.1 | $239k | 766.00 | 312.24 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $237k | 5.7k | 41.86 | |
| Walt Disney Company (DIS) | 0.1 | $234k | 2.4k | 98.70 | |
| Amgen (AMGN) | 0.1 | $233k | 749.00 | 311.55 | |
| Cheniere Energy Com New (LNG) | 0.1 | $232k | 1.0k | 232.00 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $232k | 8.1k | 28.58 | |
| At&t (T) | 0.1 | $232k | 8.2k | 28.28 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $231k | 7.5k | 30.73 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $227k | 2.8k | 80.71 | |
| Cisco Systems (CSCO) | 0.1 | $226k | 3.7k | 61.71 | |
| Caterpillar (CAT) | 0.1 | $221k | 671.00 | 329.80 | |
| Carrier Global Corporation (CARR) | 0.1 | $218k | 3.4k | 63.40 | |
| Williams Companies (WMB) | 0.1 | $216k | 3.6k | 59.76 | |
| Deere & Company (DE) | 0.1 | $215k | 459.00 | 469.35 | |
| Nextera Energy (NEE) | 0.1 | $214k | 3.0k | 70.91 | |
| PNC Financial Services (PNC) | 0.1 | $213k | 1.2k | 175.77 | |
| Domino's Pizza (DPZ) | 0.1 | $212k | 462.00 | 459.45 | |
| General Motors Company (GM) | 0.1 | $212k | 4.5k | 47.03 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $209k | 1.9k | 110.18 | |
| Roper Industries (ROP) | 0.1 | $208k | 353.00 | 589.58 | |
| Kinder Morgan (KMI) | 0.1 | $206k | 7.2k | 28.53 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $206k | 416.00 | 494.96 | |
| Starbucks Corporation (SBUX) | 0.1 | $202k | 2.1k | 98.09 | |
| Moody's Corporation (MCO) | 0.1 | $202k | 434.00 | 464.86 | |
| Costco Wholesale Corporation (COST) | 0.1 | $201k | 212.00 | 947.06 |