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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
NVO
126
Novo Nordisk
NVO
$209B
$1.89M 0.12%
37,120
+1,447
+4% +$74K
AWK icon
127
American Water Works
AWK
$26.9B
$1.86M 0.12%
14,243
+626
+5% +$83.6K
VNQ icon
128
Vanguard Real Estate ETF
VNQ
$39.1B
$1.79M 0.11%
20,234
+1,318
+7% +$118K
CLX icon
129
Clorox
CLX
$12.7B
$1.74M 0.11%
17,203
-7,260
-30% -$788K
VUSB icon
130
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$1.68M 0.11%
33,745
-8,749
-21% -$436K
VZ icon
131
Verizon
VZ
$196B
$1.68M 0.11%
41,260
-13,400
-25% -$544K
IBTM icon
132
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$560M
$1.67M 0.11%
72,218
+2,893
+4% +$67.1K
BMY icon
133
Bristol-Myers Squibb
BMY
$132B
$1.62M 0.1%
30,062
+2,897
+11% +$139K
PM icon
134
Philip Morris
PM
$295B
$1.62M 0.1%
10,074
-300
-3% -$46.5K
IWR icon
135
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.61M 0.1%
16,729
+159
+1% +$15.3K
SNDK
136
Sandisk
SNDK
$177B
$1.6M 0.1%
+6,733
New +$1.35M
FLEX icon
137
Flex
FLEX
$44.8B
$1.59M 0.1%
26,279
– –
ACN icon
138
Accenture
ACN
$108B
$1.58M 0.1%
5,887
+1,388
+31% +$353K
IGM icon
139
iShares Expanded Tech Sector ETF
IGM
$10.8B
$1.56M 0.1%
12,059
+155
+1% +$20.1K
BNY
140
Bank of New York Mellon
BNY
$107B
$1.55M 0.1%
13,388
-221
-2% -$24.5K
PFE icon
141
Pfizer
PFE
$153B
$1.55M 0.1%
62,364
-4,011
-6% -$101K
IWM icon
142
iShares Russell 2000 ETF
IWM
$81.9B
$1.53M 0.1%
6,236
+33
+0.5% +$8.11K
CRWD icon
143
CrowdStrike
CRWD
$218B
$1.53M 0.1%
13,024
+3,196
+33% +$407K
MDLZ icon
144
Mondelez International
MDLZ
$79.9B
$1.49M 0.09%
27,611
-3,944
-12% -$227K
INTU icon
145
Intuit
INTU
$89B
$1.44M 0.09%
2,175
+508
+30% +$336K
IWO icon
146
iShares Russell 2000 Growth ETF
IWO
$15B
$1.43M 0.09%
4,441
– –
CSCO icon
147
Cisco
CSCO
$479B
$1.41M 0.09%
18,249
+226
+1% +$16.8K
FDX icon
148
FedEx
FDX
$75.4B
$1.39M 0.09%
4,798
-600
-11% -$158K
NVS icon
149
Novartis
NVS
$297B
$1.38M 0.09%
10,035
-2,600
-21% -$340K
TGT icon
150
Target
TGT
$68B
$1.37M 0.09%
14,017
– –
4 5
6
7 8

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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.