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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
-3.65%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
+$13.5M
Cap. Flow %
0.9%
Top 10 Hldgs %
28.62%
Holding
323
New
13
Increased
106
Reduced
108
Closed
13

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.7M
2
NVDA icon
NVIDIA
NVDA
+$3.95M
3
PH icon
Parker-Hannifin
PH
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.6M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.43M
3
ROK icon
Rockwell Automation
ROK
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
151
Mastercard
MA
$506B
$1.35M 0.09%
2,700
+1,177
+77% +$620K
IBM icon
152
IBM
IBM
$211B
$1.33M 0.09%
5,485
+1,955
+55% +$529K
PLD icon
153
Prologis
PLD
$135B
$1.32M 0.09%
10,022
+7,540
+304% +$1.01M
NVO
154
Novo Nordisk
NVO
$208B
$1.29M 0.09%
35,040
-2,080
-6% -$98.6K
ORLY icon
155
O'Reilly Automotive
ORLY
$72.9B
$1.27M 0.08%
13,798
+5,292
+62% +$496K
CRWD icon
156
CrowdStrike
CRWD
$194B
$1.27M 0.08%
13,024
– –
COP icon
157
ConocoPhillips
COP
$147B
$1.27M 0.08%
9,598
+459
+5% +$50.8K
ACN icon
158
Accenture
ACN
$102B
$1.24M 0.08%
6,268
+381
+6% +$88.8K
IVE icon
159
iShares S&P 500 Value ETF
IVE
$49B
$1.21M 0.08%
5,743
– –
FANG icon
160
Diamondback Energy
FANG
$57.1B
$1.19M 0.08%
6,000
– –
VSDM
161
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$757M
$1.16M 0.08%
15,235
+246
+2% +$18.9K
VCRM
162
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.68B
$1.14M 0.08%
15,140
+311
+2% +$23.6K
IAU icon
163
iShares Gold Trust
IAU
$62.9B
$1.09M 0.07%
12,420
+3,999
+47% +$367K
STWD icon
164
Starwood Property Trust
STWD
$5.92B
$1.09M 0.07%
63,475
+10,470
+20% +$188K
AVGO icon
165
Broadcom
AVGO
$1.85T
$1.09M 0.07%
3,524
+182
+5% +$59.9K
EMR icon
166
Emerson Electric
EMR
$83.9B
$1.08M 0.07%
8,228
+222
+3% +$31.9K
LIN icon
167
Linde
LIN
$221B
$1.08M 0.07%
2,173
– –
LNG icon
168
Cheniere Energy
LNG
$55.2B
$1.07M 0.07%
3,775
– –
INTU icon
169
Intuit
INTU
$86.5B
$1.05M 0.07%
2,431
+256
+12% +$122K
STE icon
170
Steris
STE
$22.3B
$1.02M 0.07%
4,629
– –
GATX icon
171
GATX Corp
GATX
$6.35B
$1.01M 0.07%
5,936
-284
-5% -$51.1K
EMXC icon
172
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$1M 0.07%
+12,773
New +$1.03M
DGS icon
173
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
$975K 0.06%
16,228
+3,777
+30% +$231K
ANET icon
174
Arista Networks
ANET
$227B
$973K 0.06%
+7,922
New +$1.06M
IR icon
175
Ingersoll Rand
IR
$32.6B
$910K 0.06%
11,356
– –
5 6
7
8 9

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Boston Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Family Office held 323 positions worth $1.5B, down 4.7% from $1.58B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q1 2026 filing shows 13 new, 106 increased, 108 reduced and 13 closed positions. Its largest new stake was Spotify: 6,053 shares worth $2.94M. The largest sale was Alphabet (Google) Class C, an estimated $6.6M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2026 buy was Spotify: 6,053 shares worth $2.94M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $11.7M increase.
  • Boston Family Office's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $6.6M.
  • Boston Family Office fully exited Sandisk in Q1 2026, selling an estimated $1.6M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.5B portfolio in Q1 2026.
  • Boston Family Office opened 13 new positions and closed 13 in Q1 2026.
  • Boston Family Office's portfolio value fell 4.7% quarter-over-quarter to $1.5B.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.