We are live on ! Find out more
BFO

Boston Family Office Portfolio holdings

AUM $1.65B
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
+13.26%
1 Year Est. Return
+18.1%
3 Year Est. Return
+53.4%
5 Year Est. Return
+63.18%
10 Year Est. Return
+288.04%
AUM
$1.65B
AUM Growth
+$145M
Cap. Flow
+$4.02M
Cap. Flow %
0.24%
Top 10 Hldgs %
31.1%
Holding
326
New
16
Increased
92
Reduced
119
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
COST icon
Costco
COST
+$3.22M
4
ANET icon
Arista Networks
ANET
+$2.99M
5
MSFT icon
Microsoft
MSFT
+$2.84M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$5.93M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M
3
CRM icon
Salesforce
CRM
+$4.03M
4
ROP icon
Roper Technologies
ROP
+$3.63M
5
AMZN icon
Amazon
AMZN
+$3.48M

Sector Composition

Rank Sector Weight
1 Technology 23.63%
2 Miscellaneous 20.73%
3 Healthcare 11.56%
4 Industrials 9.9%
5 Financials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
301
iShares S&P Small-Cap 600 Value ETF
IJS
$8.09B
$219K 0.01%
1,603
-188
-10% -$24.3K
QQQX icon
302
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.48B
$216K 0.01%
+7,152
New +$214K
ALC icon
303
Alcon
ALC
$32.7B
$212K 0.01%
3,164
– –
ICE icon
304
Intercontinental Exchange
ICE
$88.4B
$212K 0.01%
1,720
-560
-25% -$84K
OTIS icon
305
Otis Worldwide
OTIS
$26.3B
$212K 0.01%
2,967
– –
NVR icon
306
NVR
NVR
$16.4B
$211K 0.01%
+31
New +$197K
VMC icon
307
Vulcan Materials
VMC
$32.7B
$207K 0.01%
+700
New +$201K
LYV icon
308
Live Nation Entertainment
LYV
$39.6B
$201K 0.01%
+1,100
New +$181K
FTNY
309
Franklin New York Municipal Income ETF
FTNY
$575M
$197K 0.01%
24,733
– –
AVY icon
310
Avery Dennison
AVY
$13B
– –
-3,000
Closed -$518K
BRO icon
311
Brown & Brown
BRO
$22.1B
– –
-3,070
Closed -$200K
FISV
312
Fiserv Inc
FISV
$27.1B
– –
-3,972
Closed -$222K
HOLX
313
DELISTED
Hologic
HOLX
– –
-10,410
Closed -$787K
IBDY icon
314
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
– –
-66,187
Closed -$1.61M
KEYS icon
315
Keysight
KEYS
$53.6B
– –
-1,004
Closed -$283K
LH icon
316
Labcorp
LH
$25.6B
– –
-903
Closed -$241K
LHX icon
317
L3Harris
LHX
$46.4B
– –
-743
Closed -$256K
SPOT icon
318
Spotify
SPOT
$114B
– –
-6,053
Closed -$2.94M
USMV icon
319
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
– –
-3,389
Closed -$314K
VGIT icon
320
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
– –
-5,723
Closed -$341K
VRAY
321
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
10,000
– –
FTPA
322
Franklin Pennsylvania Municipal Income ETF
FTPA
$96.7M
– –
-65,516
Closed -$562K
9 10 11 12
13

Similar funds

MCIL
MFF Capital Investments Ltd Sydney $1.65B AUM
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
GS
Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.65B AUM 22.9% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.65B AUM 26.32% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.65B AUM 184.75% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Boston Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Boston Family Office held 326 positions worth $1.65B, up 9.6% from $1.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Boston Family Office's Q2 2026 filing shows 16 new, 92 increased, 119 reduced and 12 closed positions. Its largest new stake was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M. The largest sale was AptarGroup, an estimated $5.93M.

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

  • Boston Family Office's largest Q2 2026 buy was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $10.2M increase.
  • Boston Family Office's biggest Q2 2026 reduction was AptarGroup, cutting an estimated $5.93M.
  • Boston Family Office fully exited Spotify in Q2 2026, selling an estimated $2.94M.
  • Boston Family Office's ten largest holdings make up 31% of its $1.65B portfolio in Q2 2026.
  • Boston Family Office opened 16 new positions and closed 12 in Q2 2026.
  • Boston Family Office's portfolio value rose 9.6% quarter-over-quarter to $1.65B.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.