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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
+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
LAMR icon
276
Lamar Advertising Co
LAMR
$16.3B
$206K 0.01%
+1,695
New +$197K
CHRW icon
277
C.H. Robinson
CHRW
$17.5B
$205K 0.01%
2,134
-113
-5% -$10.6K
CP icon
278
Canadian Pacific Kansas City
CP
$80.5B
$205K 0.01%
+2,588
New +$199K
SUSA icon
279
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$203K 0.01%
+1,600
New +$189K
FTV icon
280
Fortive
FTV
$18.6B
$201K 0.01%
3,864
-1,264
-25% -$66.2K
FRST icon
281
Primis Financial Corp
FRST
$404M
$122K 0.01%
11,215
-3,000
-21% -$27.6K
RLAY icon
282
Relay Therapeutics
RLAY
$4.33B
$43K ﹤0.01%
12,397
– –
CRSP icon
283
CRISPR Therapeutics
CRSP
$5.17B
– –
-9,763
Closed -$332K
EGP icon
284
EastGroup Properties
EGP
$10.9B
– –
-1,440
Closed -$254K
IEI icon
285
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-2,934
Closed -$347K
INTC icon
286
Intel
INTC
$513B
– –
-8,815
Closed -$200K
MCHP icon
287
Microchip Technology
MCHP
$46B
– –
-6,803
Closed -$329K
ROST icon
288
Ross Stores
ROST
$81.9B
– –
-2,091
Closed -$267K
STX icon
289
Seagate
STX
$184B
– –
-17,000
Closed -$1.44M
SWKS icon
290
Skyworks Solutions
SWKS
$10.6B
– –
-4,855
Closed -$314K
TLH icon
291
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
– –
-2,256
Closed -$234K
XLE icon
292
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
– –
-4,564
Closed -$213K
YUMC icon
293
Yum China
YUMC
$16.3B
– –
-5,485
Closed -$286K
VRAY
294
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
10,000
– –
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 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.