We are live on ! Find out more
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
BSV icon
76
Vanguard Short-Term Bond ETF
BSV
$45.6B
$4.77M 0.3%
60,488
-3,285
-5% -$258K
TT icon
77
Trane Technologies
TT
$106B
$4.77M 0.3%
11,296
– –
HUBB icon
78
Hubbell
HUBB
$27.2B
$4.57M 0.29%
10,618
– –
WELL icon
79
Welltower
WELL
$171B
$4.57M 0.29%
25,659
-94
-0.4% -$15.5K
IVV icon
80
iShares Core S&P 500 ETF
IVV
$904B
$4.42M 0.28%
6,609
+2
+0% +$1.29K
AXP icon
81
American Express
AXP
$230B
$4.35M 0.28%
13,105
-25
-0.2% -$7.95K
WM icon
82
Waste Management
WM
$91B
$4.06M 0.26%
18,374
+677
+4% +$152K
ORCL icon
83
Oracle
ORCL
$423B
$4.03M 0.26%
14,335
-197
-1% -$50.2K
XOM icon
84
ExxonMobil
XOM
$634B
$4.02M 0.26%
35,622
+1,500
+4% +$167K
MRK icon
85
Merck
MRK
$318B
$3.84M 0.24%
45,788
-4,332
-9% -$357K
VGSH icon
86
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$3.84M 0.24%
65,202
+65
+0.1% +$3.81K
RPM icon
87
RPM International
RPM
$15B
$3.53M 0.22%
29,985
-600
-2% -$72K
IJH icon
88
iShares Core S&P Mid-Cap ETF
IJH
$127B
$3.52M 0.22%
53,960
+286
+0.5% +$18.4K
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.31M 0.21%
27,399
– –
GIS icon
90
General Mills
GIS
$19.7B
$3.3M 0.21%
65,466
-235
-0.4% -$11.8K
VEA icon
91
Vanguard FTSE Developed Markets ETF
VEA
$237B
$3.06M 0.2%
51,135
+1,473
+3% +$85.8K
TSM icon
92
TSMC
TSM
$2.18T
$3.03M 0.19%
10,865
+431
+4% +$105K
CLX icon
93
Clorox
CLX
$12.7B
$3.02M 0.19%
24,463
+2,307
+10% +$286K
ITW icon
94
Illinois Tool Works
ITW
$84.5B
$3M 0.19%
11,521
– –
MPWR icon
95
Monolithic Power Systems
MPWR
$68.9B
$2.99M 0.19%
3,247
+733
+29% +$594K
RTX icon
96
RTX Corp
RTX
$301B
$2.98M 0.19%
17,803
+2,300
+15% +$357K
KO icon
97
Coca-Cola
KO
$375B
$2.95M 0.19%
44,489
-1,038
-2% -$71.4K
JPST icon
98
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$2.92M 0.19%
57,639
-6,674
-10% -$338K
VV icon
99
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$2.88M 0.18%
9,340
-1,010
-10% -$299K
VO icon
100
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.87M 0.18%
39,028
+3,004
+8% +$216K
2 3
4
5 6

Similar funds

CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

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.