Q2 2025 13F Detailed Holdings
-
Location
-
Boston, MA
-
Holdings as of
-
6/30/2025
-
Value ($000)
-
$302,444
-
Num holdings
-
282
-
Date filed
-
7/15/2025
-
Form type
-
13F-HR
-
Next filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
BIRCH HILL ADVISORS |
|
| 2 |
BOSTON FAMILY OFFICE |
|
| 3 |
BOSTON FAMILY OFFICE CARY MARCHI |
|
| 4 |
BRENDAN LEE |
|
| 5 |
CARLETON R LADD |
|
| 6 |
CYNTHIA DOOLEY |
|
| 7 |
DEANNA HARNETT |
|
| 8 |
ED ESTEY |
|
| 9 |
ERIC LAFOREST |
|
| 10 |
KATIE BAKER |
|
| 11 |
LAURA MCCARTHY |
|
| 12 |
MARTISHA PATTERSON |
|
| 13 |
SEAWARD MANAGEMENT CO |
|
| 14 |
THEA BROWN-ALLEN |
|
| 15 |
TWEEDY BROWNE COMPANY LLC |
|