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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
+2.64%
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
$1.58B
AUM Growth
+$6M
Cap. Flow
-$13.5M
Cap. Flow %
-0.86%
Top 10 Hldgs %
30.27%
Holding
323
New
27
Increased
83
Reduced
113
Closed
13

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.91M
2
NOW icon
ServiceNow
NOW
+$2.83M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$12.3M
2
ADBE icon
Adobe
ADBE
+$6.49M
3
ZTS icon
Zoetis
ZTS
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

Rank Sector Weight
1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
26
Idexx Laboratories
IDXX
$46.2B
$18.3M 1.16%
27,055
-612
-2% -$417K
MRSH
27
Marsh
MRSH
$91.5B
$18.2M 1.15%
98,027
-10,901
-10% -$2.04M
APD icon
28
Air Products & Chemicals
APD
$67.6B
$18M 1.14%
72,926
-8,625
-11% -$2.19M
ROP icon
29
Roper Technologies
ROP
$39.8B
$17.9M 1.14%
40,221
-928
-2% -$430K
CVX icon
30
Chevron
CVX
$366B
$16.8M 1.06%
109,989
-2,865
-3% -$436K
ABBV icon
31
AbbVie
ABBV
$435B
$16.3M 1.03%
71,223
-3,872
-5% -$882K
JNJ icon
32
Johnson & Johnson
JNJ
$625B
$15.2M 0.96%
73,462
-1,469
-2% -$290K
JPM icon
33
JPMorgan Chase
JPM
$950B
$14.5M 0.92%
44,958
-1,004
-2% -$311K
VTIP icon
34
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$14M 0.89%
283,269
+17,624
+7% +$881K
VXF icon
35
Vanguard Extended Market ETF
VXF
$31.7B
$13.9M 0.88%
66,251
+2,266
+4% +$476K
ETN icon
36
Eaton
ETN
$174B
$13.2M 0.84%
41,446
-9
-0% -$3.19K
ZBRA icon
37
Zebra Technologies
ZBRA
$17.8B
$12.6M 0.8%
51,984
-132
-0.3% -$35.3K
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$114B
$12.6M 0.8%
57,233
+1,858
+3% +$406K
XYL icon
39
Xylem
XYL
$28.1B
$12.1M 0.76%
88,586
-1,502
-2% -$216K
COST icon
40
Costco
COST
$420B
$11.7M 0.74%
13,536
+877
+7% +$795K
META icon
41
Meta Platforms (Facebook)
META
$1.51T
$11.5M 0.73%
17,411
+4,356
+33% +$2.91M
VTI icon
42
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$10.8M 0.69%
32,342
+745
+2% +$248K
ABT icon
43
Abbott
ABT
$187B
$10.4M 0.66%
82,625
-4,764
-5% -$607K
PH icon
44
Parker-Hannifin
PH
$135B
$9.9M 0.63%
11,259
-75
-0.7% -$61.4K
MKC icon
45
McCormick & Company Non-Voting
MKC
$14.2B
$9.68M 0.61%
142,150
-67,233
-32% -$4.47M
PEP icon
46
PepsiCo
PEP
$190B
$9.1M 0.58%
63,433
-2,007
-3% -$295K
DIS icon
47
Walt Disney
DIS
$181B
$9.02M 0.57%
79,272
+71
+0.1% +$7.82K
DHR icon
48
Danaher
DHR
$144B
$9M 0.57%
39,323
-841
-2% -$185K
MCD icon
49
McDonald's
MCD
$195B
$8.63M 0.55%
28,225
+1,942
+7% +$595K
PG icon
50
Procter & Gamble
PG
$339B
$8.6M 0.55%
60,013
-266
-0.4% -$39.2K
1
2
3 4 5

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Boston Family Office's Q4 2025 Portfolio in Review

As of Q4 2025, Boston Family Office held 323 positions worth $1.58B, up 0.38% from $1.57B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Boston Family Office's Q4 2025 filing shows 27 new, 83 increased, 113 reduced and 13 closed positions. Its largest new stake was Sandisk: 6,733 shares worth $1.6M. The largest sale was Synopsys, an estimated $12.3M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2025 buy was Sandisk: 6,733 shares worth $1.6M.
  • Boston Family Office added most to Meta Platforms (Facebook) in Q4 2025, an estimated $2.91M increase.
  • Boston Family Office's biggest Q4 2025 reduction was Synopsys, cutting an estimated $12.3M.
  • Boston Family Office fully exited Zoetis in Q4 2025, selling an estimated $5.15M.
  • Boston Family Office's ten largest holdings make up 30% of its $1.58B portfolio in Q4 2025.
  • Boston Family Office opened 27 new positions and closed 13 in Q4 2025.
  • Boston Family Office's portfolio value rose 0.38% quarter-over-quarter to $1.58B.

Based on Boston Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.