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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
LOW icon
76
Lowe's Companies
LOW
$125B
$4.73M 0.3%
19,625
-25
-0.1% -$6K
HUBB icon
77
Hubbell
HUBB
$27.2B
$4.72M 0.3%
10,618
– –
IVV icon
78
iShares Core S&P 500 ETF
IVV
$904B
$4.49M 0.28%
6,548
-61
-0.9% -$41.4K
TT icon
79
Trane Technologies
TT
$106B
$4.4M 0.28%
11,296
– –
XOM icon
80
ExxonMobil
XOM
$634B
$4.28M 0.27%
35,597
-25
-0.1% -$2.9K
MPWR icon
81
Monolithic Power Systems
MPWR
$68.9B
$4.22M 0.27%
4,653
+1,406
+43% +$1.35M
VGSH icon
82
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$4.16M 0.26%
70,832
+5,630
+9% +$331K
WELL icon
83
Welltower
WELL
$171B
$4.09M 0.26%
22,043
-3,616
-14% -$675K
BRK.A icon
84
Berkshire Hathaway Class A
BRK.A
$1.12T
$3.77M 0.24%
5
+2
+67% +$1.49M
WM icon
85
Waste Management
WM
$91B
$3.76M 0.24%
17,117
-1,257
-7% -$268K
IJH icon
86
iShares Core S&P Mid-Cap ETF
IJH
$127B
$3.62M 0.23%
54,816
+856
+2% +$56.1K
TSM icon
87
TSMC
TSM
$2.18T
$3.53M 0.22%
11,627
+762
+7% +$224K
CAT icon
88
Caterpillar
CAT
$387B
$3.43M 0.22%
5,983
+2,269
+61% +$1.26M
SNPS icon
89
Synopsys
SNPS
$79.7B
$3.41M 0.22%
7,253
-27,639
-79% -$12.3M
IVW icon
90
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.38M 0.21%
27,399
– –
RTX icon
91
RTX Corp
RTX
$301B
$3.27M 0.21%
17,857
+54
+0.3% +$9.38K
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$237B
$3.17M 0.2%
50,725
-410
-0.8% -$25.1K
KO icon
93
Coca-Cola
KO
$375B
$3.12M 0.2%
44,673
+184
+0.4% +$12.8K
AMGN icon
94
Amgen
AMGN
$222B
$3M 0.19%
9,167
-7
-0.1% -$2.22K
GIS icon
95
General Mills
GIS
$19.7B
$2.96M 0.19%
63,666
-1,800
-3% -$85.5K
VO icon
96
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.89M 0.18%
39,856
+828
+2% +$60.2K
VV icon
97
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$2.88M 0.18%
9,166
-174
-2% -$54.3K
RPM icon
98
RPM International
RPM
$15B
$2.86M 0.18%
27,535
-2,450
-8% -$265K
GLW icon
99
Corning
GLW
$143B
$2.85M 0.18%
32,555
+7,723
+31% +$665K
QCOM icon
100
Qualcomm
QCOM
$176B
$2.83M 0.18%
16,547
-222
-1% -$38.1K
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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MCM
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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.