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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
WELL icon
76
Welltower
WELL
$167B
$5.08M 0.31%
22,400
-691
-3% -$146K
TT icon
77
Trane Technologies
TT
$92.6B
$5.01M 0.3%
10,197
-24
-0.2% -$11.2K
BSV icon
78
Vanguard Short-Term Bond ETF
BSV
$46.2B
$4.94M 0.3%
63,387
+3,997
+7% +$312K
VGSH icon
79
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
$4.92M 0.3%
84,609
+3,652
+5% +$213K
IVV icon
80
iShares Core S&P 500 ETF
IVV
$837B
$4.89M 0.3%
6,525
-12
-0.2% -$8.74K
CAT icon
81
Caterpillar
CAT
$359B
$4.82M 0.29%
4,528
-34
-0.7% -$29.9K
XOM icon
82
ExxonMobil
XOM
$694B
$4.72M 0.29%
34,526
-8
-0% -$1.2K
PLTR icon
83
Palantir
PLTR
$417B
$4.62M 0.28%
39,561
-424
-1% -$57.8K
ANET icon
84
Arista Networks
ANET
$243B
$4.58M 0.28%
26,958
+19,036
+240% +$2.99M
MKC icon
85
McCormick & Company Non-Voting
MKC
$13.4B
$4.54M 0.28%
90,115
-57,572
-39% -$2.82M
NKE icon
86
Nike
NKE
$53.8B
$4.44M 0.27%
108,233
-14,173
-12% -$623K
FLEX icon
87
Flex
FLEX
$39.5B
$4.24M 0.26%
26,179
-100
-0.4% -$12.1K
WM icon
88
Waste Management
WM
$87.6B
$4.21M 0.26%
18,909
+383
+2% +$85.2K
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$122B
$4.09M 0.25%
53,019
-2,815
-5% -$207K
IBTJ icon
90
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.4B
$3.99M 0.24%
184,177
+36,094
+24% +$783K
IVW icon
91
iShares S&P 500 Growth ETF
IVW
$75.6B
$3.77M 0.23%
27,424
– –
AMGN icon
92
Amgen
AMGN
$205B
$3.75M 0.23%
10,368
-33
-0.3% -$11.3K
BRK.A icon
93
Berkshire Hathaway Class A
BRK.A
$1.1T
$3.74M 0.23%
5
– –
KO icon
94
Coca-Cola
KO
$379B
$3.43M 0.21%
42,232
-1,915
-4% -$151K
ITW icon
95
Illinois Tool Works
ITW
$76.1B
$3.43M 0.21%
12,681
+140
+1% +$36.3K
LOW icon
96
Lowe's Companies
LOW
$109B
$3.41M 0.21%
15,457
– –
RTX icon
97
RTX Corp
RTX
$264B
$3.34M 0.2%
17,581
-325
-2% -$59.6K
RPM icon
98
RPM International
RPM
$12.8B
$3.26M 0.2%
29,332
-200
-0.7% -$20.9K
VO icon
99
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$3.21M 0.2%
39,899
+43
+0.1% +$3.33K
IBTK icon
100
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.05B
$3.21M 0.2%
164,416
+21,949
+15% +$430K
2 3
4
5 6

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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.