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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
-1.74%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTRS icon
226
Northern Trust
NTRS
$34.4B
$345K 0.02%
3,497
– –
CEF icon
227
Sprott Physical Gold and Silver Trust
CEF
$8.3B
$343K 0.02%
12,056
– –
FLEX icon
228
Flex
FLEX
$44.2B
$338K 0.02%
10,217
– –
CRSP icon
229
CRISPR Therapeutics
CRSP
$5.17B
$332K 0.02%
9,763
– –
BND icon
230
Vanguard Total Bond Market
BND
$161B
$330K 0.02%
4,490
-2,877
-39% -$209K
MCHP icon
231
Microchip Technology
MCHP
$44.2B
$329K 0.02%
6,803
-553
-8% -$30.8K
SWKS icon
232
Skyworks Solutions
SWKS
$10.4B
$314K 0.02%
4,855
– –
WCN
233
Waste Connections
WCN
$41.9B
$313K 0.02%
+1,605
New +$297K
FLOT icon
234
iShares Floating Rate Bond ETF
FLOT
$10.5B
$308K 0.02%
6,038
– –
SAIC icon
235
Saic
SAIC
$5.3B
$307K 0.02%
2,735
– –
ALC icon
236
Alcon
ALC
$35.9B
$300K 0.02%
3,156
– –
CPRT icon
237
Copart
CPRT
$27.4B
$300K 0.02%
5,300
– –
KVUE icon
238
Kenvue
KVUE
$36.5B
$300K 0.02%
12,512
+1,109
+10% +$24.6K
SPLV icon
239
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$294K 0.02%
3,938
+304
+8% +$22K
BRO icon
240
Brown & Brown
BRO
$24B
$292K 0.02%
+2,350
New +$263K
YUMC icon
241
Yum China
YUMC
$16.5B
$286K 0.02%
5,485
+12
+0.2% +$576
FTV icon
242
Fortive
FTV
$18.6B
$283K 0.02%
5,128
-327
-6% -$19.2K
ABNB icon
243
Airbnb
ABNB
$111B
$273K 0.02%
2,282
+147
+7% +$19.7K
CWB icon
244
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$269K 0.02%
3,510
– –
KEYS icon
245
Keysight
KEYS
$57.3B
$268K 0.02%
+1,790
New +$296K
MCO icon
246
Moody's
MCO
$82.8B
$268K 0.02%
576
– –
TRMB icon
247
Trimble
TRMB
$13.6B
$268K 0.02%
4,075
– –
ROST icon
248
Ross Stores
ROST
$81.7B
$267K 0.02%
+2,091
New +$293K
TIP icon
249
iShares TIPS Bond ETF
TIP
$14.7B
$267K 0.02%
2,401
+47
+2% +$5.11K
WFC icon
250
Wells Fargo
WFC
$265B
$260K 0.02%
3,623
– –
8 9
10
11 12

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AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
RG
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CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.