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BFO
Boston Family Office Portfolio holdings
AUM
$1.5B
1-Year Est. Return
11.68%
This Fund
S&P 500
1 Year Est. Return
+11.68%
AUM
$1.5B
AUM Growth
-$74.2M
(-4.7%)
Holding
323
Top Buys
| 1 | +$11.7M | |
| 2 | +$3.95M | |
| 3 | +$3.11M | |
| 4 |
Spotify
SPOT
|
+$3.04M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.96M |
Top Sells
| 1 | +$6.6M | |
| 2 | +$4.43M | |
| 3 | +$2.8M | |
| 4 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$2.16M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.92M |
Sector Composition
| 1 | Technology | 21.63% |
| 2 | Healthcare | 12.8% |
| 3 | Financials | 9.56% |
| 4 | Industrials | 9.5% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.28T
| $72.8M | 4.85% |
286,939
+512
|
|
||
2
Alphabet (Google) Class C
GOOG
$4.37T
| $52.2M | 3.47% |
181,865
-21,019
|
|
||
3
Amazon
AMZN
$2.57T
| $52.1M | 3.47% |
250,179
-8,471
|
|
||
4
Microsoft
MSFT
$2.9T
| $50.7M | 3.37% |
136,974
-996
|
|
||
5
Vanguard S&P 500 ETF
VOO
$976B
| $47.6M | 3.17% |
79,715
+18,709
|
|
||
6
Visa
V
$613B
| $40.2M | 2.68% |
133,083
-5,141
|
|
||
7
Union Pacific
UNP
$162B
| $29.7M | 1.98% |
122,497
-1,412
|
|
||
8
NVIDIA
NVDA
$4.97T
| $28.9M | 1.92% |
165,659
+21,529
|
|
||
9
State Street SPDR S&P 500 ETF Trust
SPY
$774B
| $28.7M | 1.91% |
44,183
-6,510
|
|
||
|
10
Berkshire Hathaway Class B
BRK.B
$1.06T
| $27.1M | 1.81% |
56,634
-3,918
|
|
||
11
NextEra Energy
NEE
$179B
| $24.6M | 1.64% |
265,125
-6,156
|
|
||
12
S&P Global
SPGI
$124B
| $24.4M | 1.63% |
57,457
+1,755
|
|
||
13
Stryker
SYK
$120B
| $24.3M | 1.62% |
73,919
+4,539
|
|
||
14
Ecolab
ECL
$74.7B
| $23.8M | 1.58% |
89,427
-4,702
|
|
||
15
Rockwell Automation
ROK
$51.1B
| $23.3M | 1.55% |
64,894
-7,090
|
|
||
16
Palo Alto Networks
PANW
$228B
| $22.1M | 1.47% |
137,689
+14,200
|
|
||
17
Chevron
CVX
$373B
| $21.5M | 1.43% |
103,685
-6,304
|
|
||
18
Air Products & Chemicals
APD
$62.7B
| $21M | 1.4% |
72,226
-700
|
|
||
19
American Tower
AMT
$87.2B
| $20.7M | 1.38% |
119,861
-2,314
|
|
||
20
IQVIA
IQV
$30.3B
| $19.9M | 1.32% |
116,617
-3,601
|
|
||
21
Thermo Fisher Scientific
TMO
$174B
| $19.8M | 1.32% |
40,308
+199
|
|
||
22
AptarGroup
ATR
$7.51B
| $18.9M | 1.26% |
149,972
-7,647
|
|
||
23
Eli Lilly
LLY
$1.01T
| $17.3M | 1.15% |
18,845
-96
|
|
||
|
MRSH
24
Marsh
MRSH
$81.3B
| $16.9M | 1.12% |
97,181
-846
|
|
||
25
Johnson & Johnson
JNJ
$580B
| $16.8M | 1.12% |
68,879
-4,583
|
|