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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
-1.74%
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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
51
Danaher
DHR
$144B
$7.68M 0.54%
37,466
+503
+1% +$110K
HD icon
52
Home Depot
HD
$355B
$7.62M 0.54%
20,803
-483
-2% -$188K
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$6.95M 0.49%
87,998
+1,352
+2% +$106K
MDY icon
54
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$6.9M 0.49%
12,937
-745
-5% -$423K
PH icon
55
Parker-Hannifin
PH
$135B
$6.84M 0.48%
11,260
-107
-0.9% -$70K
LECO icon
56
Lincoln Electric
LECO
$15.4B
$6.63M 0.47%
35,064
-3,284
-9% -$645K
VTI icon
57
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$6.35M 0.45%
23,113
+159
+0.7% +$46.2K
IJR icon
58
iShares Core S&P Small-Cap ETF
IJR
$112B
$6.21M 0.44%
59,411
-283
-0.5% -$31.9K
TJX icon
59
TJX Companies
TJX
$178B
$6.07M 0.43%
49,831
+4,273
+9% +$519K
TER icon
60
Teradyne
TER
$59.3B
$5.81M 0.41%
70,384
-37,563
-35% -$4.2M
VRP icon
61
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$5.66M 0.4%
233,293
+4,803
+2% +$117K
TEL icon
62
TE Connectivity
TEL
$62.6B
$5.57M 0.39%
39,398
-353
-0.9% -$52.2K
BSV icon
63
Vanguard Short-Term Bond ETF
BSV
$45.6B
$5.53M 0.39%
70,668
-3,828
-5% -$297K
ZTS icon
64
Zoetis
ZTS
$30B
$5.48M 0.39%
33,263
+5,735
+21% +$954K
MOAT icon
65
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$5.35M 0.38%
60,823
+12,749
+27% +$1.17M
ASML icon
66
ASML
ASML
$669B
$4.93M 0.35%
7,439
+467
+7% +$340K
LOW icon
67
Lowe's Companies
LOW
$125B
$4.82M 0.34%
20,680
-1,982
-9% -$488K
IBTG icon
68
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$4.61M 0.33%
200,888
+9,790
+5% +$224K
MRK icon
69
Merck
MRK
$318B
$4.53M 0.32%
50,485
-235
-0.5% -$21.9K
ADI icon
70
Analog Devices
ADI
$190B
$4.47M 0.32%
22,145
-158
-0.7% -$34.1K
LLY icon
71
Eli Lilly
LLY
$1.06T
$4.36M 0.31%
5,282
– –
IBTH icon
72
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.28B
$4.35M 0.31%
194,215
+13,948
+8% +$311K
VGSH icon
73
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$4.13M 0.29%
70,283
+5,694
+9% +$332K
WM icon
74
Waste Management
WM
$91B
$4.09M 0.29%
17,662
+55
+0.3% +$12.2K
NFLX icon
75
Netflix
NFLX
$309B
$4.08M 0.29%
43,730
+37,900
+650% +$3.6M
1 2
3
4 5

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Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.