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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
-3.65%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
+$13.5M
Cap. Flow %
0.9%
Top 10 Hldgs %
28.62%
Holding
323
New
13
Increased
106
Reduced
108
Closed
13

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.7M
2
NVDA icon
NVIDIA
NVDA
+$3.95M
3
PH icon
Parker-Hannifin
PH
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.6M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.43M
3
ROK icon
Rockwell Automation
ROK
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

Rank Sector Weight
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
AAPL icon
1
Apple
AAPL
$4.54T
$72.8M 4.85%
286,939
+512
+0.2% +$133K
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.36T
$52.2M 3.47%
181,865
-21,019
-10% -$6.6M
AMZN icon
3
Amazon
AMZN
$2.92T
$52.1M 3.47%
250,179
-8,471
-3% -$1.87M
MSFT icon
4
Microsoft
MSFT
$3.45T
$50.7M 3.37%
136,974
-996
-0.7% -$417K
VOO icon
5
Vanguard S&P 500 ETF
VOO
$979B
$47.6M 3.17%
79,715
+18,709
+31% +$11.7M
V icon
6
Visa
V
$684B
$40.2M 2.68%
133,083
-5,141
-4% -$1.65M
UNP icon
7
Union Pacific
UNP
$174B
$29.7M 1.98%
122,497
-1,412
-1% -$346K
NVDA icon
8
NVIDIA
NVDA
$4.86T
$28.9M 1.92%
165,659
+21,529
+15% +$3.95M
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$28.7M 1.91%
44,183
-6,510
-13% -$4.43M
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.1T
$27.1M 1.81%
56,634
-3,918
-6% -$1.92M
NEE icon
11
NextEra Energy
NEE
$181B
$24.6M 1.64%
265,125
-6,156
-2% -$547K
SPGI icon
12
S&P Global
SPGI
$121B
$24.4M 1.63%
57,457
+1,755
+3% +$815K
SYK icon
13
Stryker
SYK
$125B
$24.3M 1.62%
73,919
+4,539
+7% +$1.63M
ECL icon
14
Ecolab
ECL
$78.1B
$23.8M 1.58%
89,427
-4,702
-5% -$1.33M
ROK icon
15
Rockwell Automation
ROK
$53.4B
$23.3M 1.55%
64,894
-7,090
-10% -$2.8M
PANW icon
16
Palo Alto Networks
PANW
$270B
$22.1M 1.47%
137,689
+14,200
+11% +$2.39M
CVX icon
17
Chevron
CVX
$392B
$21.5M 1.43%
103,685
-6,304
-6% -$1.15M
APD icon
18
Air Products & Chemicals
APD
$65.7B
$21M 1.4%
72,226
-700
-1% -$193K
AMT icon
19
American Tower
AMT
$80.8B
$20.7M 1.38%
119,861
-2,314
-2% -$416K
IQV icon
20
IQVIA
IQV
$38.7B
$19.9M 1.32%
116,617
-3,601
-3% -$703K
TMO icon
21
Thermo Fisher Scientific
TMO
$213B
$19.8M 1.32%
40,308
+199
+0.5% +$108K
ATR icon
22
AptarGroup
ATR
$8.55B
$18.9M 1.26%
149,972
-7,647
-5% -$996K
LLY icon
23
Eli Lilly
LLY
$1.02T
$17.3M 1.15%
18,845
-96
-0.5% -$97.3K
MRSH
24
Marsh
MRSH
$90.5B
$16.9M 1.12%
97,181
-846
-0.9% -$152K
JNJ icon
25
Johnson & Johnson
JNJ
$618B
$16.8M 1.12%
68,879
-4,583
-6% -$1.07M
1
2 3 4 5

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Boston Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Family Office held 323 positions worth $1.5B, down 4.7% from $1.58B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q1 2026 filing shows 13 new, 106 increased, 108 reduced and 13 closed positions. Its largest new stake was Spotify: 6,053 shares worth $2.94M. The largest sale was Alphabet (Google) Class C, an estimated $6.6M.

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

  • Boston Family Office's largest Q1 2026 buy was Spotify: 6,053 shares worth $2.94M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $11.7M increase.
  • Boston Family Office's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $6.6M.
  • Boston Family Office fully exited Sandisk in Q1 2026, selling an estimated $1.6M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.5B portfolio in Q1 2026.
  • Boston Family Office opened 13 new positions and closed 13 in Q1 2026.
  • Boston Family Office's portfolio value fell 4.7% quarter-over-quarter to $1.5B.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.