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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
JNJ icon
26
Johnson & Johnson
JNJ
$642B
$17.3M 1.05%
68,219
-660
-1% -$154K
MRSH
27
Marsh
MRSH
$84.4B
$17M 1.03%
102,145
+4,964
+5% +$830K
CVX icon
28
Chevron
CVX
$416B
$16.8M 1.02%
101,289
-2,396
-2% -$446K
VTIP icon
29
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.5B
$16.6M 1.01%
330,842
+29,516
+10% +$1.48M
ASML icon
30
ASML
ASML
$605B
$15.9M 0.97%
7,993
+204
+3% +$325K
ADP icon
31
Automatic Data Processing
ADP
$110B
$15.8M 0.96%
70,744
-770
-1% -$165K
COST icon
32
Costco
COST
$401B
$15.1M 0.92%
16,179
+3,231
+25% +$3.22M
JPM icon
33
JPMorgan Chase
JPM
$931B
$15M 0.91%
45,858
-835
-2% -$259K
NOW icon
34
ServiceNow
NOW
$147B
$14.7M 0.89%
148,037
+3,205
+2% +$317K
IDXX icon
35
Idexx Laboratories
IDXX
$40.1B
$14.5M 0.88%
27,571
+1,227
+5% +$688K
PH icon
36
Parker-Hannifin
PH
$120B
$14.2M 0.86%
14,533
-12
-0.1% -$11K
VIG icon
37
Vanguard Dividend Appreciation ETF
VIG
$111B
$13.9M 0.85%
58,935
-4,979
-8% -$1.14M
VTI icon
38
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$13.9M 0.84%
37,495
+1,462
+4% +$523K
ATR icon
39
AptarGroup
ATR
$7.94B
$12.7M 0.77%
101,119
-48,853
-33% -$5.93M
META icon
40
Meta Platforms (Facebook)
META
$1.7T
$12.5M 0.76%
22,137
+110
+0.5% +$67.3K
ZBRA icon
41
Zebra Technologies
ZBRA
$16.6B
$11.5M 0.7%
43,560
-5,267
-11% -$1.24M
XYL icon
42
Xylem
XYL
$25.1B
$10.8M 0.66%
91,480
+2,381
+3% +$275K
PEP icon
43
PepsiCo
PEP
$186B
$10.5M 0.64%
77,794
+15,968
+26% +$2.39M
TJX icon
44
TJX Companies
TJX
$139B
$10M 0.61%
66,070
+12,338
+23% +$1.95M
CRM icon
45
Salesforce
CRM
$214B
$9.6M 0.58%
61,293
-22,946
-27% -$4.03M
PG icon
46
Procter & Gamble
PG
$339B
$9.59M 0.58%
65,388
+9,926
+18% +$1.44M
MOAT icon
47
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$9.39M 0.57%
90,357
+23,202
+35% +$2.35M
LECO icon
48
Lincoln Electric
LECO
$13.8B
$9.09M 0.55%
34,226
-15
-0% -$3.92K
ROP icon
49
Roper Technologies
ROP
$39B
$8.81M 0.53%
26,022
-10,653
-29% -$3.63M
MPWR icon
50
Monolithic Power Systems
MPWR
$56.2B
$8.74M 0.53%
6,321
+1,777
+39% +$2.67M
1
2
3 4 5

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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.