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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
PH icon
51
Parker-Hannifin
PH
$135B
$8.59M 0.55%
11,334
+85
+0.8% +$62.7K
TEL icon
52
TE Connectivity
TEL
$62.6B
$8.57M 0.55%
39,058
– –
HD icon
53
Home Depot
HD
$355B
$8.28M 0.53%
20,431
-33
-0.2% -$13K
SHW icon
54
Sherwin-Williams
SHW
$89.8B
$8.25M 0.53%
23,825
-395
-2% -$139K
LECO icon
55
Lincoln Electric
LECO
$15.4B
$8.13M 0.52%
34,477
-298
-0.9% -$69.8K
MCD icon
56
McDonald's
MCD
$195B
$7.99M 0.51%
26,283
+33
+0.1% +$10K
DHR icon
57
Danaher
DHR
$144B
$7.96M 0.51%
40,164
-96
-0.2% -$19.1K
EOG icon
58
EOG Resources
EOG
$70.7B
$7.93M 0.51%
70,769
-2,646
-4% -$316K
TJX icon
59
TJX Companies
TJX
$178B
$7.85M 0.5%
54,289
+2,941
+6% +$391K
ASML icon
60
ASML
ASML
$669B
$7.67M 0.49%
7,923
+67
+0.9% +$52.7K
MDY icon
61
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$7.58M 0.48%
12,720
-200
-2% -$117K
NFLX icon
62
Netflix
NFLX
$309B
$7.14M 0.45%
59,540
+4,450
+8% +$543K
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$7.09M 0.45%
88,660
-785
-0.9% -$62.4K
IJR icon
64
iShares Core S&P Small-Cap ETF
IJR
$112B
$6.93M 0.44%
58,317
-706
-1% -$81.2K
PLTR icon
65
Palantir
PLTR
$413B
$6.91M 0.44%
37,855
+3,750
+11% +$608K
VRP icon
66
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$5.91M 0.38%
239,429
-4,152
-2% -$102K
MOAT icon
67
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$5.75M 0.37%
57,979
-662
-1% -$64.6K
IBTG icon
68
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$5.47M 0.35%
238,581
+12,202
+5% +$279K
ADI icon
69
Analog Devices
ADI
$190B
$5.32M 0.34%
21,638
+529
+3% +$127K
IBTH icon
70
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.28B
$5.31M 0.34%
235,875
+13,996
+6% +$314K
QQQ icon
71
Invesco QQQ Trust
QQQ
$481B
$5.21M 0.33%
8,674
-19
-0.2% -$10.9K
ZTS icon
72
Zoetis
ZTS
$30B
$5.15M 0.33%
35,181
+766
+2% +$116K
LOW icon
73
Lowe's Companies
LOW
$125B
$4.94M 0.31%
19,650
-325
-2% -$79.8K
VCRB icon
74
Vanguard Core Bond ETF
VCRB
$7.51B
$4.93M 0.31%
62,906
+7,360
+13% +$571K
IBTI icon
75
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
$4.79M 0.31%
214,224
+34,061
+19% +$760K
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.