We are live on ! Find out more
BFO

Boston Family Office Portfolio holdings

AUM $1.65B
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
+13.26%
1 Year Est. Return
+18.1%
3 Year Est. Return
+53.4%
5 Year Est. Return
+63.18%
10 Year Est. Return
+288.04%
AUM
$1.65B
AUM Growth
+$145M
Cap. Flow
+$4.02M
Cap. Flow %
0.24%
Top 10 Hldgs %
31.1%
Holding
326
New
16
Increased
92
Reduced
119
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
COST icon
Costco
COST
+$3.22M
4
ANET icon
Arista Networks
ANET
+$2.99M
5
MSFT icon
Microsoft
MSFT
+$2.84M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$5.93M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M
3
CRM icon
Salesforce
CRM
+$4.03M
4
ROP icon
Roper Technologies
ROP
+$3.63M
5
AMZN icon
Amazon
AMZN
+$3.48M

Sector Composition

Rank Sector Weight
1 Technology 23.63%
2 Miscellaneous 20.73%
3 Healthcare 11.56%
4 Industrials 9.9%
5 Financials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
51
Analog Devices
ADI
$175B
$8.39M 0.51%
21,138
-717
-3% -$284K
EOG icon
52
EOG Resources
EOG
$80.4B
$8.35M 0.51%
64,334
-1,230
-2% -$168K
MDY icon
53
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$7.87M 0.48%
11,191
+110
+1% +$73.7K
SHW icon
54
Sherwin-Williams
SHW
$78.5B
$7.86M 0.48%
22,814
-254
-1% -$81.1K
DIS icon
55
Walt Disney
DIS
$185B
$7.66M 0.47%
79,592
-2,771
-3% -$282K
HD icon
56
Home Depot
HD
$306B
$7.56M 0.46%
21,448
+86
+0.4% +$28K
MCD icon
57
McDonald's
MCD
$180B
$7.56M 0.46%
27,958
-1,830
-6% -$525K
IJR icon
58
iShares Core S&P Small-Cap ETF
IJR
$106B
$7.5M 0.46%
50,576
-896
-2% -$123K
VCRB icon
59
Vanguard Core Bond ETF
VCRB
$7.59B
$7.5M 0.45%
97,054
+7,621
+9% +$588K
TEL icon
60
TE Connectivity
TEL
$58.6B
$7.44M 0.45%
36,904
-289
-0.8% -$61.6K
ABT icon
61
Abbott
ABT
$177B
$7.34M 0.45%
80,859
-165
-0.2% -$15.1K
VCSH icon
62
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$7.23M 0.44%
91,511
+332
+0.4% +$26.2K
NFLX icon
63
Netflix
NFLX
$326B
$7.2M 0.44%
100,764
+7,398
+8% +$652K
DHR icon
64
Danaher
DHR
$146B
$6.58M 0.4%
34,570
-4,417
-11% -$802K
VRP icon
65
Invesco Variable Rate Preferred ETF
VRP
$3B
$6.51M 0.4%
267,922
+11,045
+4% +$269K
IBTI icon
66
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.04B
$6.41M 0.39%
289,372
+23,388
+9% +$519K
IBTH icon
67
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.39B
$6.31M 0.38%
281,963
+9,230
+3% +$207K
GLW icon
68
Corning
GLW
$123B
$6.19M 0.38%
24,250
-237
-1% -$43.1K
AXP icon
69
American Express
AXP
$219B
$5.75M 0.35%
17,004
+69
+0.4% +$22.1K
QQQ icon
70
Invesco QQQ Trust
QQQ
$474B
$5.7M 0.35%
7,739
-226
-3% -$155K
HUBB icon
71
Hubbell
HUBB
$23.2B
$5.55M 0.34%
10,618
– –
MRK icon
72
Merck
MRK
$355B
$5.54M 0.34%
43,081
-2,385
-5% -$279K
VEA icon
73
Vanguard FTSE Developed Markets ETF
VEA
$233B
$5.44M 0.33%
76,352
+11,316
+17% +$788K
TSM icon
74
TSMC
TSM
$2.14T
$5.33M 0.32%
11,156
-1,185
-10% -$481K
AMAT icon
75
Applied Materials
AMAT
$332B
$5.32M 0.32%
7,364
-822
-10% -$379K
1 2
3
4 5

Similar funds

MCIL
MFF Capital Investments Ltd Sydney $1.65B AUM
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
GS
Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.65B AUM 22.9% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.65B AUM 26.32% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.65B AUM 184.75% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Boston Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Boston Family Office held 326 positions worth $1.65B, up 9.6% from $1.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Boston Family Office's Q2 2026 filing shows 16 new, 92 increased, 119 reduced and 12 closed positions. Its largest new stake was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M. The largest sale was AptarGroup, an estimated $5.93M.

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

  • Boston Family Office's largest Q2 2026 buy was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $10.2M increase.
  • Boston Family Office's biggest Q2 2026 reduction was AptarGroup, cutting an estimated $5.93M.
  • Boston Family Office fully exited Spotify in Q2 2026, selling an estimated $2.94M.
  • Boston Family Office's ten largest holdings make up 31% of its $1.65B portfolio in Q2 2026.
  • Boston Family Office opened 16 new positions and closed 12 in Q2 2026.
  • Boston Family Office's portfolio value rose 9.6% quarter-over-quarter to $1.65B.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.