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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
-1.74%
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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
151
Cisco
CSCO
$479B
$1.13M 0.08%
18,273
-165
-0.9% -$10.2K
IVE icon
152
iShares S&P 500 Value ETF
IVE
$49.8B
$1.09M 0.08%
5,743
– –
CAT icon
153
Caterpillar
CAT
$387B
$1.09M 0.08%
3,302
+1
+0% +$356
IGM icon
154
iShares Expanded Tech Sector ETF
IGM
$10.8B
$1.08M 0.08%
11,904
– –
FANG icon
155
Diamondback Energy
FANG
$52.7B
$1.07M 0.08%
6,690
– –
GATX icon
156
GATX Corp
GATX
$6.27B
$1.05M 0.07%
6,781
-79
-1% -$12.6K
STE icon
157
Steris
STE
$23.1B
$1.05M 0.07%
4,629
– –
AMAT icon
158
Applied Materials
AMAT
$428B
$1.03M 0.07%
7,096
+2,600
+58% +$437K
FSLR icon
159
First Solar
FSLR
$26.9B
$1.03M 0.07%
+8,125
New +$1.27M
INTU icon
160
Intuit
INTU
$89B
$1.03M 0.07%
1,671
+325
+24% +$195K
IBM icon
161
IBM
IBM
$224B
$1.01M 0.07%
4,059
-235
-5% -$57.5K
EMR icon
162
Emerson Electric
EMR
$88.3B
$961K 0.07%
8,769
-202
-2% -$24.4K
COP icon
163
ConocoPhillips
COP
$141B
$960K 0.07%
9,139
– –
IR icon
164
Ingersoll Rand
IR
$33.7B
$909K 0.06%
11,356
– –
KMB icon
165
Kimberly-Clark
KMB
$36.5B
$874K 0.06%
6,143
– –
LNG icon
166
Cheniere Energy
LNG
$52.9B
$874K 0.06%
3,775
-150
-4% -$33.8K
CRWD icon
167
CrowdStrike
CRWD
$218B
$827K 0.06%
9,380
-160
-2% -$15.2K
MO icon
168
Altria Group
MO
$114B
$827K 0.06%
13,779
+1,000
+8% +$54.6K
MA icon
169
Mastercard
MA
$493B
$800K 0.06%
1,460
– –
EFA icon
170
iShares MSCI EAFE ETF
EFA
$80.2B
$793K 0.06%
9,697
-1
-0% -$81
DE icon
171
Deere & Co
DE
$168B
$776K 0.05%
1,653
+478
+41% +$224K
WY icon
172
Weyerhaeuser
WY
$18.4B
$774K 0.05%
26,433
-2,468
-9% -$73.4K
KMI icon
173
Kinder Morgan
KMI
$68.7B
$760K 0.05%
26,655
+426
+2% +$11.8K
HON icon
174
Honeywell
HON
$78B
$759K 0.05%
3,804
-2,569
-40% -$520K
CL icon
175
Colgate-Palmolive
CL
$74.4B
$746K 0.05%
7,960
+1,400
+21% +$125K
5 6
7
8 9

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AAM
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TP
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NSGL
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SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
RG
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CPA
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MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.