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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
CEF icon
226
Sprott Physical Gold and Silver Trust
CEF
$7.61B
$485K 0.03%
12,056
– –
HELO icon
227
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.75B
$479K 0.03%
7,088
-7,077
-50% -$475K
FBND icon
228
Fidelity Total Bond ETF
FBND
$28.1B
$475K 0.03%
10,449
-1,125
-10% -$51.3K
IJJ icon
229
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.62B
$468K 0.03%
3,166
-186
-6% -$26.3K
IWC icon
230
iShares Micro-Cap ETF
IWC
$1.42B
$467K 0.03%
2,333
– –
DGRO icon
231
iShares Core Dividend Growth ETF
DGRO
$42.8B
$465K 0.03%
+6,140
New +$453K
INTU icon
232
Intuit
INTU
$89.6B
$463K 0.03%
1,773
-658
-27% -$229K
JMUB icon
233
JPMorgan Municipal ETF
JMUB
$8.45B
$454K 0.03%
8,963
+2,000
+29% +$101K
TRV icon
234
Travelers Companies
TRV
$78.8B
$451K 0.03%
1,365
-85
-6% -$25.8K
AZO icon
235
AutoZone
AZO
$47.1B
$447K 0.03%
140
– –
AJG icon
236
Arthur J. Gallagher & Co
AJG
$64.8B
$441K 0.03%
1,921
+771
+67% +$164K
HON icon
237
Honeywell
HON
$63.5B
$437K 0.03%
1,951
-1,955
-50% -$436K
SYY icon
238
Sysco
SYY
$38.1B
$437K 0.03%
5,223
-92
-2% -$6.96K
HONA
239
Honeywell Aerospace
HONA
$51.5B
$431K 0.03%
+1,951
New +$430K
NEOG icon
240
Neogen
NEOG
$2.69B
$424K 0.03%
47,136
-1,856
-4% -$17K
BX icon
241
Blackstone
BX
$95.6B
$414K 0.03%
3,516
-125
-3% -$15K
DG icon
242
Dollar General
DG
$27.8B
$410K 0.02%
3,561
+334
+10% +$38K
TLT icon
243
iShares 20+ Year Treasury Bond ETF
TLT
$46.4B
$408K 0.02%
4,720
– –
BKNG icon
244
Booking.com
BKNG
$129B
$391K 0.02%
2,195
+120
+6% +$20.5K
CP icon
245
Canadian Pacific Kansas City
CP
$78.6B
$386K 0.02%
4,453
– –
BDX icon
246
Becton Dickinson
BDX
$50.7B
$383K 0.02%
2,530
-870
-26% -$130K
CWB icon
247
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.51B
$378K 0.02%
3,510
– –
WCN
248
Waste Connections
WCN
$40.5B
$376K 0.02%
2,255
+365
+19% +$57.8K
MRNA icon
249
Moderna
MRNA
$57.6B
$372K 0.02%
5,315
– –
ABNB icon
250
Airbnb
ABNB
$99.2B
$371K 0.02%
2,594
-203
-7% -$27.7K
8 9
10
11 12

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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.