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BFO

Boston Family Office Portfolio holdings

AUM $1.65B
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
+13.26%
1 Year Est. Return
+18.1%
3 Year Est. Return
+53.4%
5 Year Est. Return
+63.18%
10 Year Est. Return
+288.04%
AUM
$1.65B
AUM Growth
+$145M
Cap. Flow
+$4.02M
Cap. Flow %
0.24%
Top 10 Hldgs %
31.1%
Holding
326
New
16
Increased
92
Reduced
119
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
COST icon
Costco
COST
+$3.22M
4
ANET icon
Arista Networks
ANET
+$2.99M
5
MSFT icon
Microsoft
MSFT
+$2.84M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$5.93M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M
3
CRM icon
Salesforce
CRM
+$4.03M
4
ROP icon
Roper Technologies
ROP
+$3.63M
5
AMZN icon
Amazon
AMZN
+$3.48M

Sector Composition

Rank Sector Weight
1 Technology 23.63%
2 Miscellaneous 20.73%
3 Healthcare 11.56%
4 Industrials 9.9%
5 Financials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUSB icon
151
Vanguard Ultra-Short Bond ETF
VUSB
$10.2B
$1.58M 0.1%
31,744
-5,815
-15% -$289K
VSDM
152
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$930M
$1.57M 0.1%
20,487
+5,252
+34% +$401K
MDLZ icon
153
Mondelez International
MDLZ
$79.1B
$1.56M 0.09%
26,962
-649
-2% -$39.1K
EMXC icon
154
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.8B
$1.55M 0.09%
15,123
+2,350
+18% +$222K
BSX icon
155
Boston Scientific
BSX
$64B
$1.54M 0.09%
36,005
+5,140
+17% +$279K
CLX icon
156
Clorox
CLX
$10.7B
$1.44M 0.09%
15,042
-1,095
-7% -$105K
MA icon
157
Mastercard
MA
$502B
$1.42M 0.09%
2,763
+63
+2% +$31.4K
FDX icon
158
FedEx
FDX
$73B
$1.35M 0.08%
4,314
-454
-10% -$165K
IVE icon
159
iShares S&P 500 Value ETF
IVE
$49.5B
$1.3M 0.08%
5,743
– –
PFE icon
160
Pfizer
PFE
$157B
$1.28M 0.08%
53,337
-200
-0.4% -$5.23K
LIN icon
161
Linde
LIN
$213B
$1.27M 0.08%
2,444
+271
+12% +$137K
INOD icon
162
Innodata
INOD
$1.95B
$1.24M 0.08%
16,400
– –
VWO icon
163
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$1.18M 0.07%
19,712
+5,336
+37% +$314K
INTC icon
164
Intel
INTC
$520B
$1.17M 0.07%
8,410
– –
EMR icon
165
Emerson Electric
EMR
$81.8B
$1.17M 0.07%
8,173
-55
-0.7% -$7.74K
ABB
166
DELISTED
ABB Ltd
ABB
$1.14M 0.07%
10,450
– –
STWD icon
167
Starwood Property Trust
STWD
$5.67B
$1.06M 0.06%
64,759
+1,284
+2% +$22.3K
FANG icon
168
Diamondback Energy
FANG
$59.6B
$1.05M 0.06%
6,000
– –
ADBE icon
169
Adobe
ADBE
$105B
$1.05M 0.06%
5,133
-11,659
-69% -$2.76M
STX icon
170
Seagate
STX
$174B
$1.01M 0.06%
1,048
– –
DGS icon
171
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.72B
$1M 0.06%
15,488
-740
-5% -$47.5K
GATX icon
172
GATX Corp
GATX
$6.2B
$987K 0.06%
5,573
-363
-6% -$66.1K
COP icon
173
ConocoPhillips
COP
$169B
$984K 0.06%
9,468
-130
-1% -$15.4K
STE icon
174
Steris
STE
$20.8B
$975K 0.06%
4,629
– –
IAU icon
175
iShares Gold Trust
IAU
$63.7B
$968K 0.06%
12,820
+400
+3% +$34K
5 6
7
8 9

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Boston Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Boston Family Office held 326 positions worth $1.65B, up 9.6% from $1.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Boston Family Office's Q2 2026 filing shows 16 new, 92 increased, 119 reduced and 12 closed positions. Its largest new stake was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M. The largest sale was AptarGroup, an estimated $5.93M.

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

  • Boston Family Office's largest Q2 2026 buy was iShares iBonds Dec 2033 Term Treasury ETF: 70,359 shares worth $1.7M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $10.2M increase.
  • Boston Family Office's biggest Q2 2026 reduction was AptarGroup, cutting an estimated $5.93M.
  • Boston Family Office fully exited Spotify in Q2 2026, selling an estimated $2.94M.
  • Boston Family Office's ten largest holdings make up 31% of its $1.65B portfolio in Q2 2026.
  • Boston Family Office opened 16 new positions and closed 12 in Q2 2026.
  • Boston Family Office's portfolio value rose 9.6% quarter-over-quarter to $1.65B.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.