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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
AZO icon
226
AutoZone
AZO
$49.2B
$473K 0.03%
140
+13
+10% +$46.6K
MPC icon
227
Marathon Petroleum
MPC
$92.4B
$468K 0.03%
+1,916
New +$387K
HIG icon
228
Hartford Financial Services
HIG
$38.9B
$467K 0.03%
3,454
+221
+7% +$30.2K
NEOG icon
229
Neogen
NEOG
$2.62B
$455K 0.03%
48,992
-118
-0.2% -$1.16K
WAT icon
230
Waters Corp
WAT
$37B
$450K 0.03%
1,511
+532
+54% +$182K
IJJ icon
231
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$444K 0.03%
3,352
-547
-14% -$74.9K
GSAT icon
232
Globalstar
GSAT
$10.7B
$443K 0.03%
6,666
– –
TIP icon
233
iShares TIPS Bond ETF
TIP
$14.5B
$443K 0.03%
4,016
+1,200
+43% +$133K
TRMB icon
234
Trimble
TRMB
$13.2B
$435K 0.03%
6,675
– –
TRV icon
235
Travelers Companies
TRV
$78.1B
$423K 0.03%
1,450
-75
-5% -$22K
BX icon
236
Blackstone
BX
$102B
$419K 0.03%
3,641
+302
+9% +$39.3K
TXN icon
237
Texas Instruments
TXN
$252B
$415K 0.03%
2,138
– –
INFQ
238
Infleqtion Inc
INFQ
$2.14B
$412K 0.03%
+42,000
New +$478K
STX icon
239
Seagate
STX
$194B
$411K 0.03%
1,048
+48
+5% +$18.3K
TLT icon
240
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$409K 0.03%
4,720
-100
-2% -$8.79K
MCK icon
241
McKesson
MCK
$100B
$400K 0.03%
462
+107
+30% +$95.5K
PODD icon
242
Insulet
PODD
$11.5B
$399K 0.03%
1,900
– –
CARR icon
243
Carrier Global
CARR
$51B
$390K 0.03%
6,933
+50
+0.7% +$2.96K
STIP icon
244
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$387K 0.03%
3,746
+1,050
+39% +$108K
DG icon
245
Dollar General
DG
$28B
$383K 0.03%
3,227
+350
+12% +$49.9K
SYY icon
246
Sysco
SYY
$40.8B
$379K 0.03%
5,315
+35
+0.7% +$2.89K
IWC icon
247
iShares Micro-Cap ETF
IWC
$1.44B
$372K 0.02%
2,333
– –
INTC icon
248
Intel
INTC
$455B
$371K 0.02%
8,410
+495
+6% +$22.7K
WY icon
249
Weyerhaeuser
WY
$18B
$362K 0.02%
14,831
-4,135
-22% -$104K
ICE icon
250
Intercontinental Exchange
ICE
$85.6B
$359K 0.02%
2,280
+115
+5% +$18.8K
8 9
10
11 12

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AAM
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SCM
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FMI
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NSGL
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RCW
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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.