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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
+2.64%
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
$1.58B
AUM Growth
+$6M
Cap. Flow
-$13.5M
Cap. Flow %
-0.86%
Top 10 Hldgs %
30.27%
Holding
323
New
27
Increased
83
Reduced
113
Closed
13

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.91M
2
NOW icon
ServiceNow
NOW
+$2.83M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$12.3M
2
ADBE icon
Adobe
ADBE
+$6.49M
3
ZTS icon
Zoetis
ZTS
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

Rank Sector Weight
1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLT icon
226
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$420K 0.03%
+4,820
New +$431K
GSAT icon
227
Globalstar
GSAT
$10.8B
$407K 0.03%
6,666
– –
ABNB icon
228
Airbnb
ABNB
$107B
$400K 0.03%
2,948
+242
+9% +$30.1K
AEM icon
229
Agnico Eagle Mines
AEM
$90.5B
$397K 0.03%
2,344
– –
DEO icon
230
Diageo
DEO
$53.6B
$390K 0.02%
4,516
-232
-5% -$21.4K
SYY icon
231
Sysco
SYY
$40.3B
$389K 0.02%
5,280
– –
DG icon
232
Dollar General
DG
$27.9B
$382K 0.02%
+2,877
New +$321K
WAT icon
233
Waters Corp
WAT
$39.9B
$372K 0.02%
979
+25
+3% +$9.2K
TXN icon
234
Texas Instruments
TXN
$261B
$371K 0.02%
2,138
– –
IWC icon
235
iShares Micro-Cap ETF
IWC
$1.5B
$368K 0.02%
2,333
– –
UBER icon
236
Uber
UBER
$153B
$366K 0.02%
4,478
+1,827
+69% +$165K
CARR icon
237
Carrier Global
CARR
$52.8B
$364K 0.02%
6,883
+83
+1% +$4.61K
VFC icon
238
VF Corp
VFC
$5.89B
$362K 0.02%
+20,000
New +$324K
JMUB icon
239
JPMorgan Municipal ETF
JMUB
$8.51B
$352K 0.02%
6,963
– –
ICE icon
240
Intercontinental Exchange
ICE
$84.4B
$351K 0.02%
2,165
+460
+27% +$72K
FISV
241
Fiserv Inc
FISV
$27.9B
$347K 0.02%
5,172
-8,220
-61% -$688K
MCO icon
242
Moody's
MCO
$82.7B
$343K 0.02%
671
– –
NEOG icon
243
Neogen
NEOG
$2.5B
$343K 0.02%
49,110
– –
VGIT icon
244
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$343K 0.02%
5,723
-19
-0.3% -$1.14K
VRTX icon
245
Vertex Pharmaceuticals
VRTX
$126B
$338K 0.02%
746
– –
VLTO icon
246
Veralto
VLTO
$24B
$336K 0.02%
3,366
-119
-3% -$12K
WCN
247
Waste Connections
WCN
$42B
$331K 0.02%
1,890
+285
+18% +$49.3K
SDY icon
248
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$329K 0.02%
2,361
– –
CP icon
249
Canadian Pacific Kansas City
CP
$80.5B
$328K 0.02%
4,453
-550
-11% -$40.5K
GS icon
250
Goldman Sachs
GS
$303B
$325K 0.02%
370
– –
8 9
10
11 12

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AAM
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TP
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NSGL
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SGM
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Boston Family Office held 323 positions worth $1.58B, up 0.38% from $1.57B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Boston Family Office's Q4 2025 filing shows 27 new, 83 increased, 113 reduced and 13 closed positions. Its largest new stake was Sandisk: 6,733 shares worth $1.6M. The largest sale was Synopsys, an estimated $12.3M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2025 buy was Sandisk: 6,733 shares worth $1.6M.
  • Boston Family Office added most to Meta Platforms (Facebook) in Q4 2025, an estimated $2.91M increase.
  • Boston Family Office's biggest Q4 2025 reduction was Synopsys, cutting an estimated $12.3M.
  • Boston Family Office fully exited Zoetis in Q4 2025, selling an estimated $5.15M.
  • Boston Family Office's ten largest holdings make up 30% of its $1.58B portfolio in Q4 2025.
  • Boston Family Office opened 27 new positions and closed 13 in Q4 2025.
  • Boston Family Office's portfolio value rose 0.38% quarter-over-quarter to $1.58B.

Based on Boston Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.