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BFO

Boston Family Office Portfolio holdings

AUM $1.65B
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
+13.26%
1 Year Est. Return
+18.1%
3 Year Est. Return
+53.4%
5 Year Est. Return
+63.18%
10 Year Est. Return
+288.04%
AUM
$1.65B
AUM Growth
+$145M
Cap. Flow
+$4.02M
Cap. Flow %
0.24%
Top 10 Hldgs %
31.1%
Holding
326
New
16
Increased
92
Reduced
119
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
COST icon
Costco
COST
+$3.22M
4
ANET icon
Arista Networks
ANET
+$2.99M
5
MSFT icon
Microsoft
MSFT
+$2.84M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$5.93M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M
3
CRM icon
Salesforce
CRM
+$4.03M
4
ROP icon
Roper Technologies
ROP
+$3.63M
5
AMZN icon
Amazon
AMZN
+$3.48M

Sector Composition

Rank Sector Weight
1 Technology 23.63%
2 Miscellaneous 20.73%
3 Healthcare 11.56%
4 Industrials 9.9%
5 Financials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.86T
$82.3M 4.99%
284,321
-2,618
-0.9% -$749K
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.04T
$65.2M 3.96%
94,960
+15,245
+19% +$10.2M
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.23T
$59.1M 3.59%
167,341
-14,524
-8% -$5.19M
AMZN icon
4
Amazon
AMZN
$2.73T
$56.3M 3.42%
236,311
-13,868
-6% -$3.48M
MSFT icon
5
Microsoft
MSFT
$3.75T
$53.7M 3.26%
143,994
+7,020
+5% +$2.84M
PANW icon
6
Palo Alto Networks
PANW
$306B
$46.1M 2.8%
135,164
-2,525
-2% -$578K
V icon
7
Visa
V
$701B
$45.1M 2.74%
131,573
-1,510
-1% -$485K
NVDA icon
8
NVIDIA
NVDA
$5.09T
$38.4M 2.33%
191,826
+26,167
+16% +$5.38M
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$33.7M 2.04%
45,064
+881
+2% +$639K
UNP icon
10
Union Pacific
UNP
$169B
$32.4M 1.97%
119,221
-3,276
-3% -$860K
ROK icon
11
Rockwell Automation
ROK
$47.6B
$30.8M 1.87%
62,263
-2,631
-4% -$1.14M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.09T
$28.8M 1.75%
57,497
+863
+2% +$415K
ECL icon
13
Ecolab
ECL
$77.4B
$24.7M 1.5%
88,605
-822
-0.9% -$216K
SPGI icon
14
S&P Global
SPGI
$121B
$23.2M 1.41%
57,068
-389
-0.7% -$164K
SYK icon
15
Stryker
SYK
$108B
$23.2M 1.41%
73,821
-98
-0.1% -$30.9K
NEE icon
16
NextEra Energy
NEE
$170B
$22.9M 1.39%
260,532
-4,593
-2% -$415K
LLY icon
17
Eli Lilly
LLY
$1.01T
$22M 1.33%
18,325
-520
-3% -$531K
VXF icon
18
Vanguard Extended Market ETF
VXF
$30.8B
$20.9M 1.27%
84,873
+11,718
+16% +$2.69M
IQV icon
19
IQVIA
IQV
$43.1B
$20.7M 1.26%
107,121
-9,496
-8% -$1.66M
APD icon
20
Air Products & Chemicals
APD
$64.9B
$20.3M 1.23%
69,393
-2,833
-4% -$824K
TMO icon
21
Thermo Fisher Scientific
TMO
$225B
$19.9M 1.21%
39,623
-685
-2% -$329K
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.27T
$19.5M 1.19%
54,693
-2,441
-4% -$879K
AMT icon
23
American Tower
AMT
$82.9B
$19.3M 1.17%
118,246
-1,615
-1% -$291K
ABBV icon
24
AbbVie
ABBV
$454B
$17.5M 1.06%
69,593
-1,569
-2% -$338K
ETN icon
25
Eaton
ETN
$165B
$17.5M 1.06%
41,088
-69
-0.2% -$27.8K
1
2 3 4 5

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Boston Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Boston Family Office held 326 positions worth $1.65B, up 9.6% from $1.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Boston Family Office's Q2 2026 filing shows 16 new, 92 increased, 119 reduced and 12 closed positions. Its largest new stake was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M. The largest sale was AptarGroup, an estimated $5.93M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Healthcare.

  • Boston Family Office's largest Q2 2026 buy was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $10.2M increase.
  • Boston Family Office's biggest Q2 2026 reduction was AptarGroup, cutting an estimated $5.93M.
  • Boston Family Office fully exited Spotify in Q2 2026, selling an estimated $2.94M.
  • Boston Family Office's ten largest holdings make up 31% of its $1.65B portfolio in Q2 2026.
  • Boston Family Office opened 16 new positions and closed 12 in Q2 2026.
  • Boston Family Office's portfolio value rose 9.6% quarter-over-quarter to $1.65B.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.