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
MMM icon
126
3M
MMM
$93.7B
$1.9M 0.12%
12,241
-175
-1% -$27K
AWK icon
127
American Water Works
AWK
$26.5B
$1.89M 0.12%
13,617
+2,815
+26% +$398K
IYW icon
128
iShares US Technology ETF
IYW
$25.4B
$1.86M 0.12%
9,500
-200
-2% -$36.6K
NN icon
129
NextNav
NN
$2.12B
$1.79M 0.11%
125,000
– –
CAT icon
130
Caterpillar
CAT
$387B
$1.77M 0.11%
3,714
+470
+14% +$201K
VNQ icon
131
Vanguard Real Estate ETF
VNQ
$38.5B
$1.73M 0.11%
18,916
+115
+0.6% +$10.4K
FISV
132
Fiserv Inc
FISV
$27.5B
$1.73M 0.11%
13,392
– –
AMAT icon
133
Applied Materials
AMAT
$421B
$1.7M 0.11%
8,316
-200
-2% -$36.3K
PFE icon
134
Pfizer
PFE
$154B
$1.69M 0.11%
66,375
-272
-0.4% -$6.71K
PM icon
135
Philip Morris
PM
$293B
$1.68M 0.11%
10,374
-510
-5% -$85.8K
NVS icon
136
Novartis
NVS
$297B
$1.61M 0.1%
12,635
-300
-2% -$36.6K
IBTM icon
137
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$558M
$1.6M 0.1%
69,325
+828
+1% +$19K
IWR icon
138
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.6M 0.1%
16,570
– –
FLEX icon
139
Flex
FLEX
$44.6B
$1.52M 0.1%
26,279
+16,062
+157% +$853K
IWM icon
140
iShares Russell 2000 ETF
IWM
$81.6B
$1.5M 0.1%
6,203
– –
IGM icon
141
iShares Expanded Tech Sector ETF
IGM
$10.8B
$1.5M 0.1%
11,904
– –
BNY
142
Bank of New York Mellon
BNY
$108B
$1.48M 0.09%
13,609
– –
IWO icon
143
iShares Russell 2000 Growth ETF
IWO
$14.9B
$1.42M 0.09%
4,441
– –
HOLX
144
DELISTED
Hologic
HOLX
$1.28M 0.08%
18,997
– –
FDX icon
145
FedEx
FDX
$76.3B
$1.27M 0.08%
5,398
-53
-1% -$12.2K
INOD icon
146
Innodata
INOD
$2.09B
$1.26M 0.08%
16,400
– –
TGT icon
147
Target
TGT
$68.6B
$1.26M 0.08%
14,017
– –
CSCO icon
148
Cisco
CSCO
$486B
$1.23M 0.08%
18,023
– –
BMY icon
149
Bristol-Myers Squibb
BMY
$133B
$1.23M 0.08%
27,165
+48
+0.2% +$2.24K
CRWD icon
150
CrowdStrike
CRWD
$229B
$1.21M 0.08%
9,828
– –
4 5
6
7 8

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.