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
+7.1%
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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
+$18.3M
Cap. Flow %
1.22%
Top 10 Hldgs %
28.33%
Holding
296
New
16
Increased
84
Reduced
111
Closed
11

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.92M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$2.15M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$1.53M
2
STX icon
Seagate
STX
+$1.44M
3
ZBRA icon
Zebra Technologies
ZBRA
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

Rank Sector Weight
1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
251
McKesson
MCK
$101B
$260K 0.02%
355
– –
VB icon
252
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$260K 0.02%
1,098
+192
+21% +$42.8K
CPRT icon
253
Copart
CPRT
$27.5B
$255K 0.02%
5,200
-100
-2% -$5.6K
RACE icon
254
Ferrari
RACE
$72.5B
$252K 0.02%
513
– –
NXPI icon
255
NXP Semiconductors
NXPI
$60.4B
$249K 0.02%
1,140
– –
TRNO icon
256
Terreno Realty
TRNO
$7.49B
$248K 0.02%
+4,415
New +$253K
IWB icon
257
iShares Russell 1000 ETF
IWB
$50.2B
$246K 0.02%
725
– –
HIG icon
258
Hartford Financial Services
HIG
$39.3B
$245K 0.02%
1,933
– –
IJS icon
259
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$244K 0.02%
2,453
– –
CTSH icon
260
Cognizant
CTSH
$26B
$243K 0.02%
3,120
– –
GE icon
261
GE Aerospace
GE
$384B
$241K 0.02%
+935
New +$205K
SMB icon
262
VanEck Short Muni ETF
SMB
$314M
$240K 0.02%
13,896
– –
NEOG icon
263
Neogen
NEOG
$2.5B
$238K 0.02%
49,710
-30,501
-38% -$175K
NYT icon
264
New York Times
NYT
$10.2B
$235K 0.02%
4,200
– –
SSNC icon
265
SS&C Technologies
SSNC
$18.6B
$235K 0.02%
2,840
– –
PGR icon
266
Progressive
PGR
$125B
$233K 0.02%
872
– –
PYPL icon
267
PayPal
PYPL
$50.5B
$231K 0.02%
3,104
– –
VTES icon
268
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.23B
$227K 0.02%
+2,250
New +$225K
USB icon
269
US Bancorp
USB
$99.6B
$226K 0.02%
4,995
– –
LH icon
270
Labcorp
LH
$25.9B
$223K 0.01%
+850
New +$207K
TIP icon
271
iShares TIPS Bond ETF
TIP
$14.7B
$222K 0.01%
2,021
-380
-16% -$41.4K
BND icon
272
Vanguard Total Bond Market
BND
$161B
$219K 0.01%
2,972
-1,518
-34% -$110K
D icon
273
Dominion Energy
D
$59.3B
$218K 0.01%
3,850
– –
UL icon
274
Unilever
UL
$136B
$215K 0.01%
3,121
– –
ACWI icon
275
iShares MSCI ACWI ETF
ACWI
$33.4B
$206K 0.01%
+1,600
New +$192K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Boston Family Office held 296 positions worth $1.51B, up 6.6% from $1.41B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q2 2025 filing shows 16 new, 84 increased, 111 reduced and 11 closed positions. Its largest new stake was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M. The largest sale was IQVIA, an estimated $1.53M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q2 2025 buy was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M.
  • Boston Family Office added most to Eli Lilly in Q2 2025, an estimated $2.92M increase.
  • Boston Family Office's biggest Q2 2025 reduction was IQVIA, cutting an estimated $1.53M.
  • Boston Family Office fully exited Seagate in Q2 2025, selling an estimated $1.44M.
  • Boston Family Office's ten largest holdings make up 28% of its $1.51B portfolio in Q2 2025.
  • Boston Family Office opened 16 new positions and closed 11 in Q2 2025.
  • Boston Family Office's portfolio value rose 6.6% quarter-over-quarter to $1.51B.

Based on Boston Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.