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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
-3.65%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
+$13.5M
Cap. Flow %
0.9%
Top 10 Hldgs %
28.62%
Holding
323
New
13
Increased
106
Reduced
108
Closed
13

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.7M
2
NVDA icon
NVIDIA
NVDA
+$3.95M
3
PH icon
Parker-Hannifin
PH
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.6M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.43M
3
ROK icon
Rockwell Automation
ROK
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$183B
$8.32M 0.55%
81,024
-1,601
-2% -$181K
PG icon
52
Procter & Gamble
PG
$336B
$8.01M 0.53%
55,462
-4,551
-8% -$690K
DIS icon
53
Walt Disney
DIS
$167B
$7.94M 0.53%
82,363
+3,091
+4% +$327K
TEL icon
54
TE Connectivity
TEL
$59.6B
$7.77M 0.52%
37,193
+1,105
+3% +$244K
MKC icon
55
McCormick & Company Non-Voting
MKC
$13.7B
$7.45M 0.5%
147,687
+5,537
+4% +$353K
SHW icon
56
Sherwin-Williams
SHW
$82.7B
$7.39M 0.49%
23,068
-658
-3% -$227K
DHR icon
57
Danaher
DHR
$137B
$7.39M 0.49%
38,987
-336
-0.9% -$71.6K
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$7.23M 0.48%
91,179
+4,212
+5% +$336K
HD icon
59
Home Depot
HD
$331B
$7.03M 0.47%
21,362
+197
+0.9% +$71.8K
ADI icon
60
Analog Devices
ADI
$179B
$6.95M 0.46%
21,855
+92
+0.4% +$29.3K
VCRB icon
61
Vanguard Core Bond ETF
VCRB
$7.18B
$6.92M 0.46%
89,433
+17,796
+25% +$1.39M
MDY icon
62
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$6.83M 0.45%
11,081
-474
-4% -$300K
MOAT icon
63
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$6.49M 0.43%
67,155
+958
+1% +$99.3K
NKE icon
64
Nike
NKE
$61.9B
$6.46M 0.43%
122,406
-4,771
-4% -$289K
IJR icon
65
iShares Core S&P Small-Cap ETF
IJR
$109B
$6.4M 0.43%
51,472
-4,584
-8% -$582K
VRP icon
66
Invesco Variable Rate Preferred ETF
VRP
$2.98B
$6.16M 0.41%
256,877
+8,700
+4% +$212K
IBTH icon
67
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$6.12M 0.41%
272,733
+13,534
+5% +$304K
IBTI icon
68
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.88B
$5.93M 0.39%
265,984
+14,330
+6% +$320K
XOM icon
69
ExxonMobil
XOM
$644B
$5.86M 0.39%
34,534
-1,063
-3% -$155K
PLTR icon
70
Palantir
PLTR
$295B
$5.85M 0.39%
39,985
+2,255
+6% +$345K
MRK icon
71
Merck
MRK
$322B
$5.47M 0.36%
45,466
-958
-2% -$111K
HUBB icon
72
Hubbell
HUBB
$25B
$5.21M 0.35%
10,618
– –
AXP icon
73
American Express
AXP
$227B
$5.12M 0.34%
16,935
+4,025
+31% +$1.35M
MPWR icon
74
Monolithic Power Systems
MPWR
$70.1B
$4.97M 0.33%
4,544
-109
-2% -$119K
VGSH icon
75
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$4.74M 0.32%
80,957
+10,125
+14% +$594K
1 2
3
4 5

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Boston Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Family Office held 323 positions worth $1.5B, down 4.7% from $1.58B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q1 2026 filing shows 13 new, 106 increased, 108 reduced and 13 closed positions. Its largest new stake was Spotify: 6,053 shares worth $2.94M. The largest sale was Alphabet (Google) Class C, an estimated $6.6M.

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

  • Boston Family Office's largest Q1 2026 buy was Spotify: 6,053 shares worth $2.94M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $11.7M increase.
  • Boston Family Office's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $6.6M.
  • Boston Family Office fully exited Sandisk in Q1 2026, selling an estimated $1.6M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.5B portfolio in Q1 2026.
  • Boston Family Office opened 13 new positions and closed 13 in Q1 2026.
  • Boston Family Office's portfolio value fell 4.7% quarter-over-quarter to $1.5B.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.