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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
-1.74%
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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
26
Chevron
CVX
$366B
$18.6M 1.32%
111,309
-950
-0.8% -$149K
PANW icon
27
Palo Alto Networks
PANW
$297B
$18.2M 1.29%
106,661
+4,115
+4% +$761K
MKC icon
28
McCormick & Company Non-Voting
MKC
$14.2B
$16.3M 1.15%
197,604
-1,354
-0.7% -$106K
ZBRA icon
29
Zebra Technologies
ZBRA
$17.8B
$16.1M 1.14%
56,920
-2,030
-3% -$694K
ADBE icon
30
Adobe
ADBE
$105B
$15.8M 1.12%
41,154
-496
-1% -$213K
ABBV icon
31
AbbVie
ABBV
$435B
$15.2M 1.08%
72,616
-890
-1% -$173K
JNJ icon
32
Johnson & Johnson
JNJ
$625B
$14.1M 1%
85,219
-1,742
-2% -$273K
NVDA icon
33
NVIDIA
NVDA
$5.42T
$13.7M 0.97%
125,986
+831
+0.7% +$105K
IDXX icon
34
Idexx Laboratories
IDXX
$46.2B
$12M 0.85%
28,658
+1,277
+5% +$554K
COST icon
35
Costco
COST
$420B
$11.7M 0.83%
12,389
-98
-0.8% -$95.5K
JPM icon
36
JPMorgan Chase
JPM
$950B
$11.5M 0.82%
46,937
-479
-1% -$122K
VTIP icon
37
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$11.4M 0.8%
227,845
+12,726
+6% +$625K
ETN icon
38
Eaton
ETN
$174B
$11.3M 0.8%
41,601
+3,032
+8% +$944K
ABT icon
39
Abbott
ABT
$187B
$11.3M 0.8%
85,114
-1,945
-2% -$248K
VXF icon
40
Vanguard Extended Market ETF
VXF
$31.9B
$10.7M 0.76%
62,223
+4,254
+7% +$805K
PG icon
41
Procter & Gamble
PG
$339B
$10.6M 0.75%
62,233
-2,115
-3% -$354K
XYL icon
42
Xylem
XYL
$28.1B
$10.4M 0.73%
86,887
+8,308
+11% +$1.03M
VIG icon
43
Vanguard Dividend Appreciation ETF
VIG
$114B
$10.3M 0.73%
53,038
-138
-0.3% -$27.4K
PEP icon
44
PepsiCo
PEP
$190B
$9.59M 0.68%
63,927
+3,871
+6% +$576K
EOG icon
45
EOG Resources
EOG
$70.7B
$9.52M 0.67%
74,197
-1,079
-1% -$139K
SHW icon
46
Sherwin-Williams
SHW
$89.8B
$8.57M 0.61%
24,541
-456
-2% -$160K
NKE icon
47
Nike
NKE
$61.9B
$8.53M 0.6%
134,367
-10,427
-7% -$768K
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$4.33T
$8.51M 0.6%
55,040
-108
-0.2% -$19.6K
MCD icon
49
McDonald's
MCD
$195B
$8.27M 0.59%
26,464
-127
-0.5% -$38K
DIS icon
50
Walt Disney
DIS
$181B
$7.88M 0.56%
79,824
-2,160
-3% -$232K
1
2
3 4 5

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Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.