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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
+5.44%
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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
+$5.28M
Cap. Flow %
0.34%
Top 10 Hldgs %
29%
Holding
302
New
17
Increased
80
Reduced
93
Closed
6

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$16.7M
2
LLY icon
Eli Lilly
LLY
+$7.36M
3
META icon
Meta Platforms (Facebook)
META
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$32.3M
2
TER icon
Teradyne
TER
+$5.76M
3
ADBE icon
Adobe
ADBE
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

Rank Sector Weight
1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
26
Thermo Fisher Scientific
TMO
$220B
$19.9M 1.26%
40,984
-197
-0.5% -$91.7K
IDXX icon
27
Idexx Laboratories
IDXX
$46.2B
$17.7M 1.12%
27,667
-260
-0.9% -$158K
CVX icon
28
Chevron
CVX
$366B
$17.5M 1.12%
112,854
-1,262
-1% -$195K
ABBV icon
29
AbbVie
ABBV
$435B
$17.4M 1.11%
75,095
+3,060
+4% +$623K
SNPS icon
30
Synopsys
SNPS
$79.7B
$17.2M 1.1%
34,892
+29,535
+551% +$16.7M
ETN icon
31
Eaton
ETN
$174B
$15.5M 0.99%
41,455
-364
-0.9% -$132K
ZBRA icon
32
Zebra Technologies
ZBRA
$17.8B
$15.5M 0.99%
52,116
-114
-0.2% -$36.4K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.33T
$14.5M 0.92%
59,700
+570
+1% +$119K
JPM icon
34
JPMorgan Chase
JPM
$950B
$14.5M 0.92%
45,962
-249
-0.5% -$74.1K
LLY icon
35
Eli Lilly
LLY
$1.06T
$14.4M 0.92%
18,924
+9,887
+109% +$7.36M
MKC icon
36
McCormick & Company Non-Voting
MKC
$14.2B
$14M 0.89%
209,383
+12,257
+6% +$858K
JNJ icon
37
Johnson & Johnson
JNJ
$625B
$13.9M 0.88%
74,931
-2,566
-3% -$440K
VTIP icon
38
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$13.4M 0.86%
265,645
+14,809
+6% +$745K
VXF icon
39
Vanguard Extended Market ETF
VXF
$31.9B
$13.4M 0.85%
63,985
-1,631
-2% -$330K
ADBE icon
40
Adobe
ADBE
$105B
$13.4M 0.85%
37,960
-2,048
-5% -$735K
XYL icon
41
Xylem
XYL
$28.1B
$13.3M 0.85%
90,088
+4
+0% +$555
VIG icon
42
Vanguard Dividend Appreciation ETF
VIG
$114B
$11.9M 0.76%
55,375
+737
+1% +$155K
COST icon
43
Costco
COST
$420B
$11.7M 0.75%
12,659
-22
-0.2% -$21.1K
ABT icon
44
Abbott
ABT
$187B
$11.7M 0.74%
87,389
+2,825
+3% +$371K
VTI icon
45
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$10.4M 0.66%
31,597
+857
+3% +$271K
META icon
46
Meta Platforms (Facebook)
META
$1.51T
$9.59M 0.61%
13,055
+8,220
+170% +$6.12M
PG icon
47
Procter & Gamble
PG
$339B
$9.26M 0.59%
60,279
-628
-1% -$98.1K
PEP icon
48
PepsiCo
PEP
$190B
$9.19M 0.58%
65,440
+417
+0.6% +$59.5K
NKE icon
49
Nike
NKE
$61.9B
$9.12M 0.58%
130,763
+376
+0.3% +$28K
DIS icon
50
Walt Disney
DIS
$181B
$9.07M 0.58%
79,201
+338
+0.4% +$39.8K
1
2
3 4 5

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Boston Family Office's Q3 2025 Portfolio in Review

As of Q3 2025, Boston Family Office held 302 positions worth $1.57B, up 4.3% from $1.51B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q3 2025 filing shows 17 new, 80 increased, 93 reduced and 6 closed positions. Its largest new stake was Vanguard Short Duration Tax-Exempt Bond ETF: 9,426 shares worth $723K. The largest sale was Ansys, an estimated $32.3M.

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

  • Boston Family Office's largest Q3 2025 buy was Vanguard Short Duration Tax-Exempt Bond ETF: 9,426 shares worth $723K.
  • Boston Family Office added most to Synopsys in Q3 2025, an estimated $16.7M increase.
  • Boston Family Office's biggest Q3 2025 reduction was Teradyne, cutting an estimated $5.76M.
  • Boston Family Office fully exited Ansys in Q3 2025, selling an estimated $32.3M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.57B portfolio in Q3 2025.
  • Boston Family Office opened 17 new positions and closed 6 in Q3 2025.
  • Boston Family Office's portfolio value rose 4.3% quarter-over-quarter to $1.57B.

Based on Boston Family Office's 13F filing for Q3 2025, filed 12 Nov 2025.