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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
EQIX icon
251
Equinix
EQIX
$98.8B
$369K 0.02%
354
+14
+4% +$15K
BND icon
252
Vanguard Total Bond Market
BND
$161B
$365K 0.02%
4,967
+820
+20% +$60.2K
TIP icon
253
iShares TIPS Bond ETF
TIP
$14.7B
$361K 0.02%
3,300
-716
-18% -$79.2K
SDY icon
254
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$359K 0.02%
2,361
– –
T icon
255
AT&T
T
$184B
$355K 0.02%
17,161
-436
-2% -$10.8K
DEO icon
256
Diageo
DEO
$48.3B
$354K 0.02%
4,400
-116
-3% -$9.37K
MCK icon
257
McKesson
MCK
$105B
$349K 0.02%
462
– –
NJR icon
258
New Jersey Resources
NJR
$5.39B
$348K 0.02%
6,216
– –
WSO icon
259
Watsco Inc
WSO
$12.5B
$348K 0.02%
835
– –
GS icon
260
Goldman Sachs
GS
$279B
$344K 0.02%
340
-30
-8% -$29.2K
TRMB icon
261
Trimble
TRMB
$13.8B
$342K 0.02%
6,675
– –
UBER icon
262
Uber
UBER
$146B
$338K 0.02%
4,682
+59
+1% +$4.33K
VFC icon
263
VF Corp
VFC
$5.02B
$334K 0.02%
20,000
– –
FDXF
264
FedEx Freight
FDXF
$18.9B
$326K 0.02%
+2,156
New +$353K
VDC icon
265
Vanguard Consumer Staples ETF
VDC
$7.76B
$322K 0.02%
1,427
– –
NXPI icon
266
NXP Semiconductors
NXPI
$56.7B
$320K 0.02%
1,140
– –
VB icon
267
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
$320K 0.02%
1,056
-14
-1% -$4.01K
AEM icon
268
Agnico Eagle Mines
AEM
$99.6B
$317K 0.02%
2,044
-300
-13% -$55.6K
CPK icon
269
Chesapeake Utilities
CPK
$3.1B
$312K 0.02%
2,550
– –
XLU icon
270
State Street Utilities Select Sector SPDR ETF
XLU
$21.5B
$304K 0.02%
6,705
– –
SLB icon
271
SLB Ltd
SLB
$80.2B
$302K 0.02%
6,499
+1,654
+34% +$88.6K
WY icon
272
Weyerhaeuser
WY
$16B
$301K 0.02%
12,571
-2,260
-15% -$54.9K
VLTO icon
273
Veralto
VLTO
$23.4B
$295K 0.02%
3,329
-6
-0.2% -$521
NYT icon
274
New York Times
NYT
$11.8B
$294K 0.02%
4,200
– –
KMB icon
275
Kimberly-Clark
KMB
$32.6B
$293K 0.02%
2,668
-3,448
-56% -$342K
9 10
11
12 13

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SOS
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GS
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NPA
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AAM
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OHIF
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SCM
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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.