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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
USMV icon
251
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$319K 0.02%
3,389
+39
+1% +$3.67K
WFC icon
252
Wells Fargo
WFC
$264B
$319K 0.02%
3,423
-200
-6% -$17.4K
CPK icon
253
Chesapeake Utilities
CPK
$3.21B
$318K 0.02%
2,550
– –
PLD icon
254
Prologis
PLD
$133B
$317K 0.02%
+2,482
New +$309K
CWB icon
255
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$313K 0.02%
3,510
– –
TIP icon
256
iShares TIPS Bond ETF
TIP
$14.7B
$310K 0.02%
2,816
+795
+39% +$88.2K
FLOT icon
257
iShares Floating Rate Bond ETF
FLOT
$10.5B
$307K 0.02%
6,038
– –
VDC icon
258
Vanguard Consumer Staples ETF
VDC
$7.97B
$301K 0.02%
+1,427
New +$304K
FTNY
259
Franklin New York Municipal Income ETF
FTNY
$597M
$300K 0.02%
+38,243
New +$301K
AJG icon
260
Arthur J. Gallagher & Co
AJG
$63.6B
$298K 0.02%
1,150
– –
INTC icon
261
Intel
INTC
$513B
$292K 0.02%
7,915
– –
NYT icon
262
New York Times
NYT
$10.2B
$292K 0.02%
4,200
– –
MCK icon
263
McKesson
MCK
$101B
$291K 0.02%
355
– –
VCIT icon
264
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$289K 0.02%
+3,450
New +$290K
NJR icon
265
New Jersey Resources
NJR
$5.58B
$287K 0.02%
6,216
– –
WSO icon
266
Watsco Inc
WSO
$13.6B
$281K 0.02%
835
– –
CVS icon
267
CVS Health
CVS
$122B
$279K 0.02%
3,520
-1,800
-34% -$142K
KEYS icon
268
Keysight
KEYS
$58.3B
$276K 0.02%
1,356
-194
-13% -$36K
STIP icon
269
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$276K 0.02%
2,696
+237
+10% +$24.4K
VB icon
270
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$276K 0.02%
1,070
-29
-3% -$7.43K
SAIC icon
271
Saic
SAIC
$5.35B
$275K 0.02%
2,735
– –
STX icon
272
Seagate
STX
$184B
$275K 0.02%
1,000
– –
IWB icon
273
iShares Russell 1000 ETF
IWB
$50.2B
$271K 0.02%
725
– –
FTMU
274
Franklin Municipal Income ETF
FTMU
$466M
$270K 0.02%
+34,576
New +$271K
BRO icon
275
Brown & Brown
BRO
$23.9B
$262K 0.02%
3,285
– –
9 10
11
12 13

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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 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.