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Breed's Hill Capital LLC

CIK:0001963222
Family Office
$2B AUM
140 holdings
Boston, MA, United States
Founded:2013
6 employees
breedshillcapital.com
Latest filing:Jun 30, 2025

Breed's Hill Capital LLC is a Boston-based registered investment adviser founded in 2013, recently acquired by Corient in 2025. The firm is structured as a multi-family office, providing tailored investment management, financial planning, estate and gift tax, insurance, and asset protection services for ultra-high-net-worth families and individuals. With about 6 employees, its focus is on comprehensive solutions for sophisticated clients throughout New England and the United States.

Investment Strategy

Breed's Hill Capital constructs highly customized portfolios and wealth management strategies, focusing on ultra-high-net-worth individuals and families. Their investment approach emphasizes a fiduciary, comprehensive, and holistic process—delivering advice across asset allocation, estate planning, tax, insurance, and risk management. Portfolios combine public equities, fixed income, and alternatives with attention to liquidity requirements, tax efficiency, and multigenerational planning. The firm believes in ongoing partnership with clients, updating strategies as needs and market environments change.

Latest 13F Filing Activity

Breed's Hill Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 140 equity positions with a total 13F market value of $208M. The fund increased holdings in Nvidia Corporation, Vanguard Index FDS, Broadcom Inc. among other positions. Breed's Hill Capital LLC reduced exposure to Apple Inc., Bristol-myers Squibb Co., Unitedhealth Group Inc. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$4.5M
V
VTIVANGUARD INDEX FDS
+$3.5M
A
AVGOBROADCOM INC
+$2.5M
V
VGTVANGUARD WORLD FD
+$1.4M
M
MSFTMICROSOFT CORP
+$1.3M
Top Sells
A
AAPLAPPLE INC
-$667.8K
B
BMYBRISTOL-MYERS SQUIBB CO
-$390.0K
U
UNHUNITEDHEALTH GROUP INC
-$304.9K
A
AMATAPPLIED MATLS INC
-$272.5K
F
FIFISERV INC
-$247.6K

Top Holdings

V
VTIVANGUARD INDEX FDS
+18.3%$38.0M
N
NVDANVIDIA CORPORATION
+6.9%$14.4M
V
VEAVANGUARD TAX-MANAGED FDS
+6.4%$13.3M
V
VTVVANGUARD INDEX FDS
+4.6%$9.6M
I
IWFISHARES TR
+3.8%$7.9M

Equity Positions (140)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VTI
VANGUARD INDEX FDS18.31%$38.0M125,136$260.87$303.93+$3.5M
N
NVDA
NVIDIA CORPORATION6.92%$14.4M90,982$125.96$157.99+$4.5M
V
VEA
VANGUARD TAX-MANAGED FDS6.41%$13.3M233,632$47.91$57.01+$1.1M
V
VTV
VANGUARD INDEX FDS4.64%$9.6M54,485$150.39$176.74-$8.2K
I
IWF
ISHARES TR3.83%$7.9M18,724$303.17$424.58+$1.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+10.6%
SERVICES-PREPACKAGED SOFTWARE
+4.3%
ELECTRONIC COMPUTERS
+3.7%
PHARMACEUTICAL PREPARATIONS
+3.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.8%

Investment Team (1)

NameRoleLocationLinkedIn
Katy Stangle
Katy Stangle		PartnerBoston, MA , United States
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Team at Breed's Hill Capital LLC

Katy Stangle

Katy Stangle

Partner

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