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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
WTFC icon
301
Wintrust Financial
WTFC
$10.7B
$210K 0.01%
+1,500
New +$199K
CPRT icon
302
Copart
CPRT
$27.3B
$204K 0.01%
5,200
– –
QQQX icon
303
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.49B
$204K 0.01%
+7,152
New +$199K
UL icon
304
Unilever
UL
$135B
$204K 0.01%
3,120
-1
-0% -$67
XLE icon
305
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$204K 0.01%
4,564
– –
CEG icon
306
Constellation Energy
CEG
$97.2B
$202K 0.01%
+571
New +$208K
TOTL icon
307
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
$201K 0.01%
+5,000
New +$202K
D icon
308
Dominion Energy
D
$59B
– –
-3,850
Closed -$236K
DUOL icon
309
Duolingo
DUOL
$6.31B
– –
-1,026
Closed -$330K
FRST icon
310
Primis Financial Corp
FRST
$400M
– –
-11,215
Closed -$118K
IBTF
311
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-28,188
Closed -$659K
K
312
DELISTED
Kellanova
K
– –
-8,440
Closed -$692K
LDOS icon
313
Leidos
LDOS
$17.4B
– –
-1,100
Closed -$208K
RACE icon
314
Ferrari
RACE
$71.5B
– –
-513
Closed -$249K
RLAY icon
315
Relay Therapeutics
RLAY
$4.38B
– –
-12,397
Closed -$65K
SPLV icon
316
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
– –
-3,948
Closed -$290K
USB icon
317
US Bancorp
USB
$99.8B
– –
-4,995
Closed -$241K
VMC icon
318
Vulcan Materials
VMC
$36.7B
– –
-700
Closed -$215K
WEC icon
319
WEC Energy
WEC
$34.7B
– –
-5,213
Closed -$596K
ZTS icon
320
Zoetis
ZTS
$30.5B
– –
-35,181
Closed -$5.15M
VRAY
321
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
10,000
– –
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
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
RG
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CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
MCM
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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.