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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
AGG icon
276
iShares Core US Aggregate Bond ETF
AGG
$138B
$261K 0.02%
+2,615
New +$262K
CTSH icon
277
Cognizant
CTSH
$26B
$259K 0.02%
3,120
– –
TRNO icon
278
Terreno Realty
TRNO
$7.49B
$259K 0.02%
4,415
– –
LHX icon
279
L3Harris
LHX
$53.4B
$258K 0.02%
879
– –
BKNG icon
280
Booking.com
BKNG
$161B
$257K 0.02%
+1,200
New +$247K
OTIS icon
281
Otis Worldwide
OTIS
$28.2B
$257K 0.02%
2,942
-520
-15% -$46.5K
SPSB icon
282
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$250K 0.02%
+8,280
New +$250K
ALC icon
283
Alcon
ALC
$35B
$249K 0.02%
3,156
– –
SSNC icon
284
SS&C Technologies
SSNC
$18.6B
$248K 0.02%
2,840
– –
NXPI icon
285
NXP Semiconductors
NXPI
$60.4B
$247K 0.02%
1,140
– –
SMB icon
286
VanEck Short Muni ETF
SMB
$314M
$242K 0.02%
13,896
– –
JHG
287
DELISTED
Janus Henderson
JHG
$238K 0.02%
5,000
– –
JNK icon
288
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$238K 0.02%
+2,445
New +$237K
PGR icon
289
Progressive
PGR
$125B
$236K 0.02%
1,036
– –
BND icon
290
Vanguard Total Bond Market
BND
$161B
$233K 0.01%
+3,147
New +$234K
VTES icon
291
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.23B
$229K 0.01%
2,250
– –
ACWI icon
292
iShares MSCI ACWI ETF
ACWI
$33.4B
$226K 0.01%
1,600
– –
AME icon
293
Ametek
AME
$58.2B
$223K 0.01%
1,085
– –
SUSA icon
294
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$223K 0.01%
1,600
– –
USFD icon
295
US Foods
USFD
$24B
$221K 0.01%
+2,935
New +$220K
IJS icon
296
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$219K 0.01%
1,930
– –
FERG icon
297
Ferguson
FERG
$49.8B
$217K 0.01%
976
– –
FTV icon
298
Fortive
FTV
$18.6B
$216K 0.01%
+3,920
New +$203K
LAMR icon
299
Lamar Advertising Co
LAMR
$16.3B
$215K 0.01%
1,695
– –
LH icon
300
Labcorp
LH
$25.9B
$213K 0.01%
850
– –
9 10 11
12
13

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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
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

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.