Breed's Hill Capital as of June 30, 2025
Portfolio Holdings for Breed's Hill Capital
Breed's Hill Capital holds 140 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 18.3 | $38M | 125k | 303.93 | |
| NVIDIA Corporation (NVDA) | 6.9 | $14M | 91k | 157.99 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.4 | $13M | 234k | 57.01 | |
| Vanguard Index Fds Value Etf (VTV) | 4.6 | $9.6M | 55k | 176.74 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.8 | $7.9M | 19k | 424.58 | |
| Vanguard World Inf Tech Etf (VGT) | 3.7 | $7.6M | 12k | 663.28 | |
| Apple (AAPL) | 3.7 | $7.6M | 37k | 205.17 | |
| Broadcom (AVGO) | 3.1 | $6.5M | 24k | 275.65 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.5 | $5.2M | 128k | 40.49 | |
| Microsoft Corporation (MSFT) | 2.3 | $4.7M | 9.5k | 497.35 | |
| Amazon (AMZN) | 2.2 | $4.7M | 21k | 219.39 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $3.6M | 5.8k | 617.85 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $3.5M | 71k | 49.46 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.6 | $3.3M | 116k | 28.05 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.2M | 5.1k | 620.90 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $2.7M | 13k | 204.67 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.1 | $2.4M | 79k | 30.14 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $2.2M | 88k | 25.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.0M | 11k | 176.22 | |
| Abbvie (ABBV) | 0.9 | $1.9M | 10k | 185.62 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $1.8M | 11k | 164.46 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $1.8M | 14k | 128.52 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.7M | 3.2k | 551.64 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $1.7M | 8.6k | 194.23 | |
| Abbott Laboratories (ABT) | 0.8 | $1.6M | 12k | 136.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | 8.1k | 177.39 | |
| Oracle Corporation (ORCL) | 0.6 | $1.3M | 6.2k | 218.63 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.3M | 4.6k | 289.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.3M | 2.6k | 485.77 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 1.5k | 779.53 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.1M | 5.3k | 215.79 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $1.1M | 8.4k | 132.34 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.1M | 3.6k | 304.83 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $994k | 13k | 77.50 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $930k | 1.7k | 561.94 | |
| Wal-Mart Stores (WMT) | 0.4 | $915k | 9.4k | 97.78 | |
| Meta Platforms Cl A (META) | 0.4 | $895k | 1.2k | 738.00 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $892k | 14k | 65.52 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $863k | 11k | 80.97 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $791k | 2.6k | 304.35 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $769k | 7.0k | 110.10 | |
| Netflix (NFLX) | 0.4 | $754k | 563.00 | 1339.14 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $747k | 5.5k | 134.79 | |
| Morgan Stanley Com New (MS) | 0.4 | $735k | 5.2k | 140.86 | |
| Visa Com Cl A (V) | 0.3 | $725k | 2.0k | 355.20 | |
| Goldman Sachs (GS) | 0.3 | $704k | 994.00 | 707.75 | |
| Waste Management (WM) | 0.3 | $692k | 3.0k | 228.83 | |
| Eaton Corp SHS (ETN) | 0.3 | $692k | 1.9k | 357.16 | |
| Uber Technologies (UBER) | 0.3 | $686k | 7.4k | 93.30 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $654k | 6.1k | 107.80 | |
| Intuit (INTU) | 0.3 | $652k | 828.00 | 787.63 | |
| Home Depot (HD) | 0.3 | $649k | 1.8k | 366.59 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $625k | 4.2k | 149.58 | |
| Air Products & Chemicals (APD) | 0.3 | $594k | 2.1k | 282.06 | |
| Ge Vernova (GEV) | 0.3 | $593k | 1.1k | 529.09 | |
| Zoetis Cl A (ZTS) | 0.3 | $574k | 3.7k | 155.95 | |
| Servicenow (NOW) | 0.3 | $558k | 543.00 | 1028.09 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $558k | 1.3k | 445.20 | |
| Ishares Tr Expanded Tech (IGV) | 0.3 | $548k | 5.0k | 109.50 | |
| Johnson & Johnson (JNJ) | 0.3 | $539k | 3.5k | 152.75 | |
| Emerson Electric (EMR) | 0.3 | $535k | 4.0k | 133.33 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $530k | 8.6k | 62.02 | |
| Boston Scientific Corporation (BSX) | 0.3 | $528k | 4.9k | 107.38 | |
| Stryker Corporation (SYK) | 0.3 | $523k | 1.3k | 395.76 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $520k | 7.7k | 67.22 | |
| TJX Companies (TJX) | 0.2 | $517k | 4.2k | 123.49 | |
| Tesla Motors (TSLA) | 0.2 | $507k | 1.6k | 317.76 | |
| Automatic Data Processing (ADP) | 0.2 | $503k | 1.6k | 308.40 | |
| Procter & Gamble Company (PG) | 0.2 | $495k | 3.1k | 159.32 | |
| Bank of America Corporation (BAC) | 0.2 | $481k | 10k | 47.32 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $477k | 9.1k | 52.37 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $466k | 1.2k | 386.83 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $449k | 560.00 | 801.39 | |
| Advanced Micro Devices (AMD) | 0.2 | $439k | 3.1k | 141.90 | |
| American Express Company (AXP) | 0.2 | $438k | 1.4k | 319.04 | |
| Unilever Spon Adr New (UL) | 0.2 | $436k | 7.1k | 61.17 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $433k | 6.4k | 67.44 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $429k | 2.1k | 207.75 | |
| salesforce (CRM) | 0.2 | $418k | 1.5k | 272.69 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $414k | 1.4k | 298.86 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $411k | 5.5k | 74.97 | |
| 3M Company (MMM) | 0.2 | $406k | 2.7k | 152.24 | |
| Nike CL B (NKE) | 0.2 | $405k | 5.7k | 71.04 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $389k | 1.8k | 221.25 | |
| Ecolab (ECL) | 0.2 | $374k | 1.4k | 269.54 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $354k | 2.4k | 146.02 | |
| Arista Networks Com Shs (ANET) | 0.2 | $347k | 3.4k | 102.31 | |
| Medtronic SHS (MDT) | 0.2 | $345k | 4.0k | 87.17 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $320k | 1.8k | 173.20 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $320k | 788.00 | 405.46 | |
| Hubbell (HUBB) | 0.2 | $318k | 778.00 | 408.41 | |
| Jabil Circuit (JBL) | 0.1 | $305k | 1.4k | 218.15 | |
| Honeywell International (HON) | 0.1 | $302k | 1.3k | 232.88 | |
| Walt Disney Company (DIS) | 0.1 | $299k | 2.4k | 124.01 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $299k | 3.6k | 82.92 | |
| Motorola Solutions Com New (MSI) | 0.1 | $298k | 708.00 | 420.46 | |
| Williams Companies (WMB) | 0.1 | $295k | 4.7k | 62.81 | |
| Cme (CME) | 0.1 | $293k | 1.1k | 275.62 | |
| Autodesk (ADSK) | 0.1 | $290k | 936.00 | 309.57 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $284k | 5.9k | 48.24 | |
| Merck & Co (MRK) | 0.1 | $284k | 3.6k | 79.16 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $282k | 5.6k | 50.21 | |
| Illinois Tool Works (ITW) | 0.1 | $274k | 1.1k | 247.25 | |
| Linde SHS (LIN) | 0.1 | $274k | 581.00 | 471.89 | |
| Pepsi (PEP) | 0.1 | $264k | 2.0k | 132.03 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $262k | 2.9k | 91.73 | |
| Caterpillar (CAT) | 0.1 | $261k | 671.00 | 388.21 | |
| Chevron Corporation (CVX) | 0.1 | $255k | 1.8k | 143.19 | |
| Cisco Systems (CSCO) | 0.1 | $254k | 3.7k | 69.38 | |
| Oneok (OKE) | 0.1 | $254k | 3.1k | 81.63 | |
| Carrier Global Corporation (CARR) | 0.1 | $252k | 3.4k | 73.19 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $251k | 1.1k | 226.49 | |
| Cheniere Energy Com New (LNG) | 0.1 | $244k | 1.0k | 244.00 | |
| Pfizer (PFE) | 0.1 | $244k | 10k | 24.24 | |
| At&t (T) | 0.1 | $237k | 8.2k | 28.94 | |
| Palo Alto Networks (PANW) | 0.1 | $235k | 1.1k | 204.64 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $234k | 5.7k | 41.42 | |
| Deere & Company (DE) | 0.1 | $233k | 459.00 | 508.49 | |
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.1 | $233k | 8.1k | 28.77 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $231k | 425.00 | 543.41 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $231k | 7.5k | 30.68 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $226k | 324.00 | 698.03 | |
| PNC Financial Services (PNC) | 0.1 | $226k | 1.2k | 186.42 | |
| UnitedHealth (UNH) | 0.1 | $224k | 718.00 | 312.32 | |
| McDonald's Corporation (MCD) | 0.1 | $224k | 766.00 | 292.28 | |
| General Motors Company (GM) | 0.1 | $221k | 4.5k | 49.21 | |
| Moody's Corporation (MCO) | 0.1 | $217k | 433.00 | 502.11 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $217k | 1.9k | 114.27 | |
| Lowe's Companies (LOW) | 0.1 | $214k | 965.00 | 221.87 | |
| Kinder Morgan (KMI) | 0.1 | $213k | 7.2k | 29.40 | |
| Costco Wholesale Corporation (COST) | 0.1 | $210k | 212.00 | 989.92 | |
| Axcelis Technologies Com New (ACLS) | 0.1 | $209k | 3.0k | 69.69 | |
| Nextera Energy (NEE) | 0.1 | $209k | 3.0k | 69.44 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $208k | 2.8k | 74.07 | |
| Domino's Pizza (DPZ) | 0.1 | $208k | 462.00 | 450.60 | |
| Starbucks Corporation (SBUX) | 0.1 | $208k | 2.3k | 91.63 | |
| Carlyle Group (CG) | 0.1 | $206k | 4.0k | 51.40 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $206k | 411.00 | 499.98 | |
| Qualcomm (QCOM) | 0.1 | $204k | 1.3k | 159.41 | |
| Roper Industries (ROP) | 0.1 | $200k | 353.00 | 566.84 |