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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
QQQ icon
76
Invesco QQQ Trust
QQQ
$481B
$4.07M 0.29%
8,685
-310
-3% -$158K
GIS icon
77
General Mills
GIS
$19.7B
$4.01M 0.28%
67,051
– –
XOM icon
78
ExxonMobil
XOM
$634B
$4.01M 0.28%
33,687
+2,653
+9% +$293K
WELL icon
79
Welltower
WELL
$171B
$3.96M 0.28%
25,832
-803
-3% -$114K
TT icon
80
Trane Technologies
TT
$106B
$3.82M 0.27%
11,347
+5
+0% +$1.81K
JPST icon
81
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$3.79M 0.27%
74,913
-9,105
-11% -$460K
IVV icon
82
iShares Core S&P 500 ETF
IVV
$904B
$3.69M 0.26%
6,570
-1,088
-14% -$642K
RPM icon
83
RPM International
RPM
$15B
$3.56M 0.25%
30,735
– –
AXP icon
84
American Express
AXP
$230B
$3.55M 0.25%
13,200
+1,800
+16% +$532K
HUBB icon
85
Hubbell
HUBB
$27.2B
$3.54M 0.25%
10,693
-710
-6% -$275K
KO icon
86
Coca-Cola
KO
$375B
$3.29M 0.23%
45,997
-570
-1% -$38.1K
CLX icon
87
Clorox
CLX
$12.7B
$3.28M 0.23%
22,270
+22
+0.1% +$3.36K
IJH icon
88
iShares Core S&P Mid-Cap ETF
IJH
$127B
$3.19M 0.23%
54,584
+378
+0.7% +$23.5K
BIV icon
89
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$3.16M 0.22%
41,322
-4,546
-10% -$343K
UNH icon
90
UnitedHealth
UNH
$370B
$3.04M 0.22%
5,805
+647
+13% +$331K
IBTI icon
91
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
$2.95M 0.21%
132,495
+43,303
+49% +$953K
ITW icon
92
Illinois Tool Works
ITW
$84.5B
$2.87M 0.2%
11,571
-249
-2% -$64K
PLTR icon
93
Palantir
PLTR
$413B
$2.87M 0.2%
34,000
-1,000
-3% -$87.8K
QCOM icon
94
Qualcomm
QCOM
$176B
$2.68M 0.19%
17,475
– –
VV icon
95
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$2.66M 0.19%
10,350
-361
-3% -$97.8K
NVO
96
Novo Nordisk
NVO
$209B
$2.63M 0.19%
37,848
-6,956
-16% -$575K
IVW icon
97
iShares S&P 500 Growth ETF
IVW
$77.6B
$2.54M 0.18%
27,399
+435
+2% +$43.9K
VZ icon
98
Verizon
VZ
$196B
$2.54M 0.18%
55,901
-13,156
-19% -$548K
AMGN icon
99
Amgen
AMGN
$222B
$2.51M 0.18%
8,056
-178
-2% -$52.6K
NSC icon
100
Norfolk Southern
NSC
$75.1B
$2.48M 0.18%
10,473
-7
-0.1% -$1.71K
2 3
4
5 6

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AAM
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TP
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NSGL
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SGM
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RG
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CPA
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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.