We are live on ! Find out more
BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
+5.44%
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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
+$5.28M
Cap. Flow %
0.34%
Top 10 Hldgs %
29%
Holding
302
New
17
Increased
80
Reduced
93
Closed
6

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$16.7M
2
LLY icon
Eli Lilly
LLY
+$7.36M
3
META icon
Meta Platforms (Facebook)
META
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$32.3M
2
TER icon
Teradyne
TER
+$5.76M
3
ADBE icon
Adobe
ADBE
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

Rank Sector Weight
1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEM icon
226
Agnico Eagle Mines
AEM
$90.8B
$395K 0.03%
2,344
-300
-11% -$41.2K
TXN icon
227
Texas Instruments
TXN
$257B
$393K 0.03%
2,138
– –
CP icon
228
Canadian Pacific Kansas City
CP
$80.2B
$373K 0.02%
5,003
+2,415
+93% +$185K
VLTO icon
229
Veralto
VLTO
$23.9B
$372K 0.02%
3,485
+25
+0.7% +$2.64K
NXT icon
230
Nextpower Inc
NXT
$15.6B
$368K 0.02%
+4,969
New +$320K
AJG icon
231
Arthur J. Gallagher & Co
AJG
$63.9B
$356K 0.02%
1,150
– –
JMUB icon
232
JPMorgan Municipal ETF
JMUB
$8.5B
$351K 0.02%
6,963
– –
IWC icon
233
iShares Micro-Cap ETF
IWC
$1.49B
$348K 0.02%
2,333
– –
VGIT icon
234
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.3B
$345K 0.02%
5,742
– –
CPK icon
235
Chesapeake Utilities
CPK
$3.21B
$343K 0.02%
+2,550
New +$317K
WSO icon
236
Watsco Inc
WSO
$13.5B
$338K 0.02%
835
– –
SDY icon
237
State Street SPDR S&P Dividend ETF
SDY
$22B
$331K 0.02%
2,361
– –
DUOL icon
238
Duolingo
DUOL
$6.22B
$330K 0.02%
1,026
– –
ABNB icon
239
Airbnb
ABNB
$109B
$329K 0.02%
2,706
+435
+19% +$56.3K
MCO icon
240
Moody's
MCO
$83.1B
$320K 0.02%
671
-25
-4% -$12.6K
USMV icon
241
iShares MSCI USA Min Vol Factor ETF
USMV
$24.5B
$319K 0.02%
+3,350
New +$314K
CWB icon
242
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$318K 0.02%
3,510
– –
OTIS icon
243
Otis Worldwide
OTIS
$27.6B
$317K 0.02%
3,462
– –
BRO icon
244
Brown & Brown
BRO
$23.8B
$308K 0.02%
3,285
+855
+35% +$83.3K
FLOT icon
245
iShares Floating Rate Bond ETF
FLOT
$10.5B
$308K 0.02%
6,038
– –
WFC icon
246
Wells Fargo
WFC
$265B
$304K 0.02%
3,623
– –
NJR icon
247
New Jersey Resources
NJR
$5.49B
$299K 0.02%
+6,216
New +$290K
GS icon
248
Goldman Sachs
GS
$303B
$295K 0.02%
370
– –
VRTX icon
249
Vertex Pharmaceuticals
VRTX
$134B
$292K 0.02%
746
-50
-6% -$20.9K
SPLV icon
250
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
$290K 0.02%
3,948
+5
+0.1% +$365
8 9
10
11 12

Similar funds

CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
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
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
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 Q3 2025 Portfolio in Review

As of Q3 2025, Boston Family Office held 302 positions worth $1.57B, up 4.3% from $1.51B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q3 2025 filing shows 17 new, 80 increased, 93 reduced and 6 closed positions. Its largest new stake was Vanguard Short Duration Tax-Exempt Bond ETF: 9,426 shares worth $723K. The largest sale was Ansys, an estimated $32.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q3 2025 buy was Vanguard Short Duration Tax-Exempt Bond ETF: 9,426 shares worth $723K.
  • Boston Family Office added most to Synopsys in Q3 2025, an estimated $16.7M increase.
  • Boston Family Office's biggest Q3 2025 reduction was Teradyne, cutting an estimated $5.76M.
  • Boston Family Office fully exited Ansys in Q3 2025, selling an estimated $32.3M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.57B portfolio in Q3 2025.
  • Boston Family Office opened 17 new positions and closed 6 in Q3 2025.
  • Boston Family Office's portfolio value rose 4.3% quarter-over-quarter to $1.57B.

Based on Boston Family Office's 13F filing for Q3 2025, filed 12 Nov 2025.