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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
-3.65%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
+$13.5M
Cap. Flow %
0.9%
Top 10 Hldgs %
28.62%
Holding
323
New
13
Increased
106
Reduced
108
Closed
13

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.7M
2
NVDA icon
NVIDIA
NVDA
+$3.95M
3
PH icon
Parker-Hannifin
PH
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.6M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.43M
3
ROK icon
Rockwell Automation
ROK
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
276
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$280K 0.02%
1,070
– –
XLE icon
277
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$280K 0.02%
4,564
– –
TRNO icon
278
Terreno Realty
TRNO
$7.57B
$271K 0.02%
4,415
– –
MRNA icon
279
Moderna
MRNA
$21.8B
$270K 0.02%
+5,315
New +$248K
FTMU
280
Franklin Municipal Income ETF
FTMU
$494M
$269K 0.02%
34,576
– –
JHG
281
DELISTED
Janus Henderson
JHG
$257K 0.02%
5,000
– –
LHX icon
282
L3Harris
LHX
$51.6B
$256K 0.02%
743
-136
-15% -$47.5K
AJG icon
283
Arthur J. Gallagher & Co
AJG
$64.1B
$249K 0.02%
1,150
– –
SLB icon
284
SLB Ltd
SLB
$73.6B
$249K 0.02%
+4,845
New +$235K
SPSB icon
285
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$249K 0.02%
8,280
– –
AGG icon
286
iShares Core US Aggregate Bond ETF
AGG
$137B
$248K 0.02%
2,500
-115
-4% -$11.5K
FLOT icon
287
iShares Floating Rate Bond ETF
FLOT
$10.2B
$247K 0.02%
4,853
-1,185
-20% -$60.3K
USFD icon
288
US Foods
USFD
$22.2B
$243K 0.02%
2,640
-295
-10% -$26.1K
LH icon
289
Labcorp
LH
$25.4B
$241K 0.02%
903
+53
+6% +$14.4K
SMB icon
290
VanEck Short Muni ETF
SMB
$312M
$240K 0.02%
13,896
– –
ALC icon
291
Alcon
ALC
$33.6B
$238K 0.02%
3,164
+8
+0.3% +$638
JNK icon
292
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
$234K 0.02%
2,445
– –
OTIS icon
293
Otis Worldwide
OTIS
$27.4B
$229K 0.02%
2,967
+25
+0.8% +$2.19K
FERG icon
294
Ferguson
FERG
$45.4B
$228K 0.02%
976
– –
VTES icon
295
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$228K 0.02%
2,250
– –
NXPI icon
296
NXP Semiconductors
NXPI
$57.8B
$224K 0.01%
1,140
– –
FISV
297
Fiserv Inc
FISV
$28.8B
$222K 0.01%
3,972
-1,200
-23% -$74.3K
SAIC icon
298
Saic
SAIC
$4.95B
$222K 0.01%
2,335
-400
-15% -$39.2K
FTV icon
299
Fortive
FTV
$17.9B
$217K 0.01%
3,920
– –
IJS icon
300
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$212K 0.01%
1,791
-139
-7% -$16.8K
9 10 11
12
13

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AAM
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TP
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SCM
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FMI
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NSGL
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RCW
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Boston Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Family Office held 323 positions worth $1.5B, down 4.7% from $1.58B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q1 2026 filing shows 13 new, 106 increased, 108 reduced and 13 closed positions. Its largest new stake was Spotify: 6,053 shares worth $2.94M. The largest sale was Alphabet (Google) Class C, an estimated $6.6M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2026 buy was Spotify: 6,053 shares worth $2.94M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $11.7M increase.
  • Boston Family Office's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $6.6M.
  • Boston Family Office fully exited Sandisk in Q1 2026, selling an estimated $1.6M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.5B portfolio in Q1 2026.
  • Boston Family Office opened 13 new positions and closed 13 in Q1 2026.
  • Boston Family Office's portfolio value fell 4.7% quarter-over-quarter to $1.5B.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.