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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
-3.65%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
+$13.5M
Cap. Flow %
0.9%
Top 10 Hldgs %
28.62%
Holding
323
New
13
Increased
106
Reduced
108
Closed
13

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.7M
2
NVDA icon
NVIDIA
NVDA
+$3.95M
3
PH icon
Parker-Hannifin
PH
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.6M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.43M
3
ROK icon
Rockwell Automation
ROK
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.36T
$16.4M 1.09%
57,134
-2,339
-4% -$735K
CRM icon
27
Salesforce
CRM
$151B
$15.7M 1.05%
84,239
-5,198
-6% -$1.08M
ABBV icon
28
AbbVie
ABBV
$443B
$15.5M 1.03%
71,162
-61
-0.1% -$13.5K
NOW icon
29
ServiceNow
NOW
$115B
$15.1M 1.01%
144,832
-2,145
-1% -$252K
VXF icon
30
Vanguard Extended Market ETF
VXF
$30.3B
$15.1M 1%
73,155
+6,904
+10% +$1.48M
VTIP icon
31
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$15.1M 1%
301,326
+18,057
+6% +$898K
IDXX icon
32
Idexx Laboratories
IDXX
$44.1B
$14.8M 0.98%
26,344
-711
-3% -$456K
ETN icon
33
Eaton
ETN
$161B
$14.7M 0.98%
41,157
-289
-0.7% -$103K
ADP icon
34
Automatic Data Processing
ADP
$106B
$14.5M 0.97%
71,514
-2,131
-3% -$489K
VIG icon
35
Vanguard Dividend Appreciation ETF
VIG
$111B
$13.7M 0.91%
63,914
+6,681
+12% +$1.49M
JPM icon
36
JPMorgan Chase
JPM
$935B
$13.7M 0.91%
46,693
+1,735
+4% +$527K
PH icon
37
Parker-Hannifin
PH
$123B
$13M 0.87%
14,545
+3,286
+29% +$3.11M
ROP icon
38
Roper Technologies
ROP
$38.8B
$13M 0.86%
36,675
-3,546
-9% -$1.31M
COST icon
39
Costco
COST
$422B
$12.9M 0.86%
12,948
-588
-4% -$573K
META icon
40
Meta Platforms (Facebook)
META
$1.42T
$12.6M 0.84%
22,027
+4,616
+27% +$2.96M
VTI icon
41
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$11.6M 0.77%
36,033
+3,691
+11% +$1.24M
XYL icon
42
Xylem
XYL
$27.3B
$10.6M 0.71%
89,099
+513
+0.6% +$67.3K
ASML icon
43
ASML
ASML
$626B
$10.3M 0.68%
7,789
+18
+0.2% +$24.7K
ZBRA icon
44
Zebra Technologies
ZBRA
$14B
$10.2M 0.68%
48,827
-3,157
-6% -$741K
PEP icon
45
PepsiCo
PEP
$190B
$9.6M 0.64%
61,826
-1,607
-3% -$250K
EOG icon
46
EOG Resources
EOG
$79.2B
$9.48M 0.63%
65,564
-5,172
-7% -$628K
MCD icon
47
McDonald's
MCD
$192B
$9.26M 0.62%
29,788
+1,563
+6% +$498K
NFLX icon
48
Netflix
NFLX
$299B
$8.98M 0.6%
93,366
+24,009
+35% +$2.12M
TJX icon
49
TJX Companies
TJX
$174B
$8.58M 0.57%
53,732
-2,029
-4% -$316K
LECO icon
50
Lincoln Electric
LECO
$14.3B
$8.53M 0.57%
34,241
-236
-0.7% -$63.1K
1
2
3 4 5

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Boston Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Family Office held 323 positions worth $1.5B, down 4.7% from $1.58B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q1 2026 filing shows 13 new, 106 increased, 108 reduced and 13 closed positions. Its largest new stake was Spotify: 6,053 shares worth $2.94M. The largest sale was Alphabet (Google) Class C, an estimated $6.6M.

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

  • Boston Family Office's largest Q1 2026 buy was Spotify: 6,053 shares worth $2.94M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $11.7M increase.
  • Boston Family Office's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $6.6M.
  • Boston Family Office fully exited Sandisk in Q1 2026, selling an estimated $1.6M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.5B portfolio in Q1 2026.
  • Boston Family Office opened 13 new positions and closed 13 in Q1 2026.
  • Boston Family Office's portfolio value fell 4.7% quarter-over-quarter to $1.5B.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.