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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
+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
ICE icon
251
Intercontinental Exchange
ICE
$85.2B
$287K 0.02%
+1,705
New +$305K
WAT icon
252
Waters Corp
WAT
$40.3B
$286K 0.02%
954
-49
-5% -$14.8K
WCN
253
Waste Connections
WCN
$41.9B
$282K 0.02%
1,605
– –
NEOG icon
254
Neogen
NEOG
$2.49B
$280K 0.02%
49,110
-600
-1% -$3.2K
VB icon
255
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$279K 0.02%
1,099
+1
+0.1% +$248
MCK icon
256
McKesson
MCK
$103B
$274K 0.02%
355
– –
SAIC icon
257
Saic
SAIC
$5.37B
$272K 0.02%
2,735
– –
KEYS icon
258
Keysight
KEYS
$58.2B
$271K 0.02%
1,550
-240
-13% -$40K
LHX icon
259
L3Harris
LHX
$54.5B
$268K 0.02%
879
-184
-17% -$50.3K
INTC icon
260
Intel
INTC
$496B
$266K 0.02%
+7,915
New +$192K
IWB icon
261
iShares Russell 1000 ETF
IWB
$50.2B
$265K 0.02%
725
– –
NXPI icon
262
NXP Semiconductors
NXPI
$59.3B
$260K 0.02%
1,140
– –
UBER icon
263
Uber
UBER
$159B
$260K 0.02%
+2,651
New +$248K
PGR icon
264
Progressive
PGR
$125B
$256K 0.02%
1,036
+164
+19% +$40.4K
STIP icon
265
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$254K 0.02%
+2,459
New +$254K
SSNC icon
266
SS&C Technologies
SSNC
$18.7B
$252K 0.02%
2,840
– –
TRNO icon
267
Terreno Realty
TRNO
$7.42B
$251K 0.02%
4,415
– –
RACE icon
268
Ferrari
RACE
$71.7B
$249K 0.02%
513
– –
LH icon
269
Labcorp
LH
$25.9B
$244K 0.02%
850
– –
GSAT icon
270
Globalstar
GSAT
$10.9B
$243K 0.02%
+6,666
New +$191K
SMB icon
271
VanEck Short Muni ETF
SMB
$314M
$242K 0.02%
13,896
– –
NYT icon
272
New York Times
NYT
$10.4B
$241K 0.02%
4,200
– –
USB icon
273
US Bancorp
USB
$99.7B
$241K 0.02%
4,995
– –
D icon
274
Dominion Energy
D
$58.9B
$236K 0.02%
3,850
– –
STX icon
275
Seagate
STX
$185B
$236K 0.02%
+1,000
New +$171K
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
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MCM
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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.