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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
+7.1%
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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
+$18.3M
Cap. Flow %
1.22%
Top 10 Hldgs %
28.33%
Holding
296
New
16
Increased
84
Reduced
111
Closed
11

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.92M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$2.15M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$1.53M
2
STX icon
Seagate
STX
+$1.44M
3
ZBRA icon
Zebra Technologies
ZBRA
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

Rank Sector Weight
1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
151
Boston Scientific
BSX
$71.5B
$1.24M 0.08%
11,586
+87
+0.8% +$8.8K
BNY
152
Bank of New York Mellon
BNY
$107B
$1.24M 0.08%
13,609
– –
FDX icon
153
FedEx
FDX
$75.4B
$1.24M 0.08%
5,451
-1,778
-25% -$389K
HOLX
154
DELISTED
Hologic
HOLX
$1.24M 0.08%
18,997
– –
STWD icon
155
Starwood Property Trust
STWD
$6.09B
$1.22M 0.08%
60,773
+90
+0.1% +$1.75K
IBM icon
156
IBM
IBM
$224B
$1.18M 0.08%
3,989
-70
-2% -$18K
EMR icon
157
Emerson Electric
EMR
$88.3B
$1.15M 0.08%
8,644
-125
-1% -$14.3K
IBTF
158
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.15M 0.08%
49,109
-25,091
-34% -$585K
IVE icon
159
iShares S&P 500 Value ETF
IVE
$49.8B
$1.12M 0.07%
5,743
– –
STE icon
160
Steris
STE
$23.1B
$1.11M 0.07%
4,629
– –
GATX icon
161
GATX Corp
GATX
$6.27B
$1.04M 0.07%
6,751
-30
-0.4% -$4.5K
LIN icon
162
Linde
LIN
$226B
$1.02M 0.07%
2,173
+1,318
+154% +$602K
IR icon
163
Ingersoll Rand
IR
$33.7B
$945K 0.06%
11,356
– –
LNG icon
164
Cheniere Energy
LNG
$52.9B
$919K 0.06%
3,775
– –
SHV icon
165
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$896K 0.06%
8,116
-3,709
-31% -$409K
BDX icon
166
Becton Dickinson
BDX
$48.2B
$892K 0.06%
5,177
-470
-8% -$86.1K
ROOT icon
167
Root
ROOT
$798M
$879K 0.06%
+6,869
New +$930K
JMST icon
168
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.1B
$841K 0.06%
16,509
+8,387
+103% +$426K
INOD icon
169
Innodata
INOD
$2.04B
$840K 0.06%
16,400
– –
HON icon
170
Honeywell
HON
$78B
$835K 0.06%
3,804
– –
FANG icon
171
Diamondback Energy
FANG
$52.7B
$824K 0.05%
6,000
-690
-10% -$95.6K
COP icon
172
ConocoPhillips
COP
$141B
$820K 0.05%
9,139
– –
MA icon
173
Mastercard
MA
$493B
$820K 0.05%
1,460
– –
AVGO icon
174
Broadcom
AVGO
$2.04T
$819K 0.05%
2,972
+570
+24% +$124K
DE icon
175
Deere & Co
DE
$168B
$792K 0.05%
1,558
-95
-6% -$46.5K
5 6
7
8 9

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CPA
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MCM
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Boston Family Office's Q2 2025 Portfolio in Review

As of Q2 2025, Boston Family Office held 296 positions worth $1.51B, up 6.6% from $1.41B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q2 2025 filing shows 16 new, 84 increased, 111 reduced and 11 closed positions. Its largest new stake was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M. The largest sale was IQVIA, an estimated $1.53M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q2 2025 buy was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M.
  • Boston Family Office added most to Eli Lilly in Q2 2025, an estimated $2.92M increase.
  • Boston Family Office's biggest Q2 2025 reduction was IQVIA, cutting an estimated $1.53M.
  • Boston Family Office fully exited Seagate in Q2 2025, selling an estimated $1.44M.
  • Boston Family Office's ten largest holdings make up 28% of its $1.51B portfolio in Q2 2025.
  • Boston Family Office opened 16 new positions and closed 11 in Q2 2025.
  • Boston Family Office's portfolio value rose 6.6% quarter-over-quarter to $1.51B.

Based on Boston Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.