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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
ALC icon
276
Alcon
ALC
$35.1B
$235K 0.02%
3,156
– –
CPRT icon
277
Copart
CPRT
$27.3B
$234K 0.01%
5,200
– –
VTES icon
278
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.23B
$229K 0.01%
2,250
– –
TIP icon
279
iShares TIPS Bond ETF
TIP
$14.7B
$225K 0.01%
2,021
– –
JHG
280
DELISTED
Janus Henderson
JHG
$223K 0.01%
+5,000
New +$216K
ACWI icon
281
iShares MSCI ACWI ETF
ACWI
$33.4B
$221K 0.01%
1,600
– –
FERG icon
282
Ferguson
FERG
$51.1B
$219K 0.01%
976
-254
-21% -$57.5K
SUSA icon
283
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$217K 0.01%
1,600
– –
VMC icon
284
Vulcan Materials
VMC
$36.8B
$215K 0.01%
+700
New +$199K
IJS icon
285
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$213K 0.01%
1,930
-523
-21% -$55.5K
CTSH icon
286
Cognizant
CTSH
$26.2B
$209K 0.01%
3,120
– –
LAMR icon
287
Lamar Advertising Co
LAMR
$16.1B
$208K 0.01%
1,695
– –
LDOS icon
288
Leidos
LDOS
$17.5B
$208K 0.01%
+1,100
New +$191K
UL icon
289
Unilever
UL
$135B
$208K 0.01%
3,121
– –
AME icon
290
Ametek
AME
$58B
$204K 0.01%
+1,085
New +$200K
XLE icon
291
State Street Energy Select Sector SPDR ETF
XLE
$38.9B
$204K 0.01%
+4,564
New +$200K
FRST icon
292
Primis Financial Corp
FRST
$402M
$118K 0.01%
11,215
– –
RLAY icon
293
Relay Therapeutics
RLAY
$4.43B
$65K ﹤0.01%
12,397
– –
ANSS
294
DELISTED
Ansys
ANSS
– –
-92,072
Closed -$32.3M
BND icon
295
Vanguard Total Bond Market
BND
$161B
– –
-2,972
Closed -$219K
CHRW icon
296
C.H. Robinson
CHRW
$17.4B
– –
-2,134
Closed -$205K
FTV icon
297
Fortive
FTV
$18.5B
– –
-3,864
Closed -$201K
KVUE icon
298
Kenvue
KVUE
$36.6B
– –
-14,040
Closed -$294K
PYPL icon
299
PayPal
PYPL
$50.1B
– –
-3,104
Closed -$231K
VRAY
300
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
10,000
– –
8 9 10 11
12

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NSGL
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SGM
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CPA
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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.