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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
TJX icon
51
TJX Companies
TJX
$178B
$8.56M 0.54%
55,761
+1,472
+3% +$218K
ASML icon
52
ASML
ASML
$669B
$8.31M 0.53%
7,771
-152
-2% -$159K
LECO icon
53
Lincoln Electric
LECO
$15.4B
$8.26M 0.52%
34,477
– –
TEL icon
54
TE Connectivity
TEL
$62.6B
$8.21M 0.52%
36,088
-2,970
-8% -$687K
NKE icon
55
Nike
NKE
$61.9B
$8.1M 0.51%
127,177
-3,586
-3% -$234K
SHW icon
56
Sherwin-Williams
SHW
$89.8B
$7.69M 0.49%
23,726
-99
-0.4% -$33.1K
EOG icon
57
EOG Resources
EOG
$70.7B
$7.43M 0.47%
70,736
-33
-0% -$3.54K
HD icon
58
Home Depot
HD
$355B
$7.28M 0.46%
21,165
+734
+4% +$269K
MDY icon
59
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$6.97M 0.44%
11,555
-1,165
-9% -$697K
VCSH icon
60
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$6.93M 0.44%
86,967
-1,693
-2% -$135K
MOAT icon
61
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$6.86M 0.43%
66,197
+8,218
+14% +$839K
IJR icon
62
iShares Core S&P Small-Cap ETF
IJR
$112B
$6.74M 0.43%
56,056
-2,261
-4% -$270K
PLTR icon
63
Palantir
PLTR
$413B
$6.71M 0.43%
37,730
-125
-0.3% -$22.6K
ADBE icon
64
Adobe
ADBE
$105B
$6.61M 0.42%
18,885
-19,075
-50% -$6.49M
NFLX icon
65
Netflix
NFLX
$309B
$6.5M 0.41%
69,357
+9,817
+16% +$1.06M
VRP icon
66
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$6.04M 0.38%
248,177
+8,748
+4% +$215K
ADI icon
67
Analog Devices
ADI
$190B
$5.9M 0.37%
21,763
+125
+0.6% +$31.4K
IBTH icon
68
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.28B
$5.82M 0.37%
259,199
+23,324
+10% +$525K
IBTI icon
69
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
$5.63M 0.36%
251,654
+37,430
+17% +$838K
VCRB icon
70
Vanguard Core Bond ETF
VCRB
$7.51B
$5.58M 0.35%
71,637
+8,731
+14% +$684K
QQQ icon
71
Invesco QQQ Trust
QQQ
$481B
$5.48M 0.35%
8,919
+245
+3% +$150K
IBTG icon
72
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$5.04M 0.32%
220,514
-18,067
-8% -$414K
BSV icon
73
Vanguard Short-Term Bond ETF
BSV
$45.6B
$4.96M 0.31%
62,941
+2,453
+4% +$194K
MRK icon
74
Merck
MRK
$318B
$4.89M 0.31%
46,424
+636
+1% +$59.7K
AXP icon
75
American Express
AXP
$230B
$4.78M 0.3%
12,910
-195
-1% -$69.8K
1 2
3
4 5

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NSGL
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SGM
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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.