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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
+7.1%
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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
+$18.3M
Cap. Flow %
1.22%
Top 10 Hldgs %
28.33%
Holding
296
New
16
Increased
84
Reduced
111
Closed
11

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.92M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$2.15M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$1.53M
2
STX icon
Seagate
STX
+$1.44M
3
ZBRA icon
Zebra Technologies
ZBRA
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

Rank Sector Weight
1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
26
NextEra Energy
NEE
$177B
$19.3M 1.28%
278,481
+846
+0.3% +$58.8K
TMO icon
27
Thermo Fisher Scientific
TMO
$220B
$16.7M 1.11%
41,181
+1,182
+3% +$494K
CVX icon
28
Chevron
CVX
$366B
$16.3M 1.09%
114,116
+2,807
+3% +$396K
ZBRA icon
29
Zebra Technologies
ZBRA
$17.8B
$16.1M 1.07%
52,230
-4,690
-8% -$1.27M
ADBE icon
30
Adobe
ADBE
$105B
$15.5M 1.03%
40,008
-1,146
-3% -$442K
IDXX icon
31
Idexx Laboratories
IDXX
$46.2B
$15M 0.99%
27,927
-731
-3% -$350K
MKC icon
32
McCormick & Company Non-Voting
MKC
$14.2B
$14.9M 0.99%
197,126
-478
-0.2% -$35.8K
ETN icon
33
Eaton
ETN
$174B
$14.9M 0.99%
41,819
+218
+0.5% +$67.1K
JPM icon
34
JPMorgan Chase
JPM
$950B
$13.4M 0.89%
46,211
-726
-2% -$185K
ABBV icon
35
AbbVie
ABBV
$435B
$13.4M 0.89%
72,035
-581
-0.8% -$108K
VXF icon
36
Vanguard Extended Market ETF
VXF
$31.7B
$12.6M 0.84%
65,616
+3,393
+5% +$603K
VTIP icon
37
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$12.6M 0.84%
250,836
+22,991
+10% +$1.15M
COST icon
38
Costco
COST
$420B
$12.6M 0.83%
12,681
+292
+2% +$290K
JNJ icon
39
Johnson & Johnson
JNJ
$625B
$11.8M 0.79%
77,497
-7,722
-9% -$1.19M
XYL icon
40
Xylem
XYL
$28.1B
$11.7M 0.77%
90,084
+3,197
+4% +$387K
ABT icon
41
Abbott
ABT
$187B
$11.5M 0.76%
84,564
-550
-0.6% -$72.5K
VIG icon
42
Vanguard Dividend Appreciation ETF
VIG
$114B
$11.2M 0.74%
54,638
+1,600
+3% +$310K
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.33T
$10.4M 0.69%
59,130
+4,090
+7% +$669K
DIS icon
44
Walt Disney
DIS
$181B
$9.78M 0.65%
78,863
-961
-1% -$99.8K
PG icon
45
Procter & Gamble
PG
$339B
$9.7M 0.64%
60,907
-1,326
-2% -$216K
VTI icon
46
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$9.34M 0.62%
30,740
+7,627
+33% +$2.15M
NKE icon
47
Nike
NKE
$61.9B
$9.26M 0.62%
130,387
-3,980
-3% -$239K
EOG icon
48
EOG Resources
EOG
$70.7B
$8.78M 0.58%
73,415
-782
-1% -$89.4K
PEP icon
49
PepsiCo
PEP
$190B
$8.59M 0.57%
65,023
+1,096
+2% +$148K
SHW icon
50
Sherwin-Williams
SHW
$89.8B
$8.32M 0.55%
24,220
-321
-1% -$111K
1
2
3 4 5

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Boston Family Office's Q2 2025 Portfolio in Review

As of Q2 2025, Boston Family Office held 296 positions worth $1.51B, up 6.6% from $1.41B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q2 2025 filing shows 16 new, 84 increased, 111 reduced and 11 closed positions. Its largest new stake was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M. The largest sale was IQVIA, an estimated $1.53M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q2 2025 buy was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M.
  • Boston Family Office added most to Eli Lilly in Q2 2025, an estimated $2.92M increase.
  • Boston Family Office's biggest Q2 2025 reduction was IQVIA, cutting an estimated $1.53M.
  • Boston Family Office fully exited Seagate in Q2 2025, selling an estimated $1.44M.
  • Boston Family Office's ten largest holdings make up 28% of its $1.51B portfolio in Q2 2025.
  • Boston Family Office opened 16 new positions and closed 11 in Q2 2025.
  • Boston Family Office's portfolio value rose 6.6% quarter-over-quarter to $1.51B.

Based on Boston Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.