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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
IWC icon
251
iShares Micro-Cap ETF
IWC
$1.49B
$259K 0.02%
2,333
– –
EGP icon
252
EastGroup Properties
EGP
$10.9B
$254K 0.02%
+1,440
New +$251K
PGR icon
253
Progressive
PGR
$124B
$247K 0.02%
+872
New +$228K
CTSH icon
254
Cognizant
CTSH
$26.3B
$239K 0.02%
3,120
– –
HIG icon
255
Hartford Financial Services
HIG
$38.6B
$239K 0.02%
1,933
– –
IJS icon
256
iShares S&P Small-Cap 600 Value ETF
IJS
$8.31B
$239K 0.02%
2,453
-337
-12% -$35.6K
MCK icon
257
McKesson
MCK
$102B
$239K 0.02%
355
– –
SMB icon
258
VanEck Short Muni ETF
SMB
$314M
$238K 0.02%
13,896
– –
SSNC icon
259
SS&C Technologies
SSNC
$18.7B
$237K 0.02%
2,840
– –
TLH icon
260
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$234K 0.02%
2,256
-42
-2% -$4.26K
ORLY icon
261
O'Reilly Automotive
ORLY
$74.9B
$232K 0.02%
+2,430
New +$211K
CHRW icon
262
C.H. Robinson
CHRW
$17.5B
$230K 0.02%
2,247
-22,316
-91% -$2.26M
IWB icon
263
iShares Russell 1000 ETF
IWB
$50.2B
$222K 0.02%
725
– –
RACE icon
264
Ferrari
RACE
$71.5B
$220K 0.02%
513
-69
-12% -$31K
VRTX icon
265
Vertex Pharmaceuticals
VRTX
$133B
$219K 0.02%
451
-100
-18% -$46.6K
NXPI icon
266
NXP Semiconductors
NXPI
$59.6B
$217K 0.02%
1,140
– –
D icon
267
Dominion Energy
D
$59.1B
$216K 0.02%
3,850
– –
XLE icon
268
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$213K 0.02%
4,564
-202
-4% -$9.11K
USB icon
269
US Bancorp
USB
$99.8B
$211K 0.01%
4,995
– –
UL icon
270
Unilever
UL
$135B
$209K 0.01%
+3,121
New +$201K
NYT icon
271
New York Times
NYT
$10.5B
$208K 0.01%
4,200
– –
PYPL icon
272
PayPal
PYPL
$50.1B
$203K 0.01%
3,104
-175
-5% -$13.6K
GS icon
273
Goldman Sachs
GS
$301B
$202K 0.01%
370
– –
VB icon
274
Vanguard Morningstar Small-Cap ETF
VB
$82.6B
$201K 0.01%
906
-21
-2% -$5.01K
INTC icon
275
Intel
INTC
$498B
$200K 0.01%
8,815
-2,700
-23% -$59.1K
8 9 10
11
12

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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
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MCM
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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.