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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
+5.44%
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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
+$5.28M
Cap. Flow %
0.34%
Top 10 Hldgs %
29%
Holding
302
New
17
Increased
80
Reduced
93
Closed
6

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$16.7M
2
LLY icon
Eli Lilly
LLY
+$7.36M
3
META icon
Meta Platforms (Facebook)
META
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$32.3M
2
TER icon
Teradyne
TER
+$5.76M
3
ADBE icon
Adobe
ADBE
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

Rank Sector Weight
1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
151
iShares S&P 500 Value ETF
IVE
$49.8B
$1.19M 0.08%
5,743
– –
STWD icon
152
Starwood Property Trust
STWD
$6.09B
$1.16M 0.07%
59,822
-951
-2% -$19.1K
GATX icon
153
GATX Corp
GATX
$6.27B
$1.15M 0.07%
6,588
-163
-2% -$26.4K
BSX icon
154
Boston Scientific
BSX
$71.5B
$1.15M 0.07%
11,760
+174
+2% +$18K
STE icon
155
Steris
STE
$23.1B
$1.15M 0.07%
4,629
– –
INTU icon
156
Intuit
INTU
$89B
$1.14M 0.07%
1,667
– –
ACN icon
157
Accenture
ACN
$108B
$1.11M 0.07%
4,499
-560
-11% -$146K
CMCSA icon
158
Comcast
CMCSA
$90B
$1.1M 0.07%
34,926
-1,057
-3% -$35.4K
EMR icon
159
Emerson Electric
EMR
$88.3B
$1.08M 0.07%
8,256
-388
-4% -$52.9K
LIN icon
160
Linde
LIN
$226B
$1.03M 0.07%
2,173
– –
IBM icon
161
IBM
IBM
$224B
$1.02M 0.07%
3,630
-359
-9% -$94K
BDX icon
162
Becton Dickinson
BDX
$48.2B
$945K 0.06%
5,049
-128
-2% -$23.8K
AVGO icon
163
Broadcom
AVGO
$2.04T
$939K 0.06%
2,847
-125
-4% -$38.3K
IR icon
164
Ingersoll Rand
IR
$33.7B
$938K 0.06%
11,356
– –
IAU icon
165
iShares Gold Trust
IAU
$64.4B
$901K 0.06%
12,421
– –
SHV icon
166
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$897K 0.06%
8,116
– –
LNG icon
167
Cheniere Energy
LNG
$52.9B
$887K 0.06%
3,775
– –
COP icon
168
ConocoPhillips
COP
$141B
$864K 0.06%
9,139
– –
FANG icon
169
Diamondback Energy
FANG
$52.7B
$859K 0.05%
6,000
– –
TER icon
170
Teradyne
TER
$59.3B
$856K 0.05%
6,217
-52,762
-89% -$5.76M
JMST icon
171
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$843K 0.05%
16,509
– –
MO icon
172
Altria Group
MO
$114B
$835K 0.05%
12,641
-638
-5% -$40.4K
MA icon
173
Mastercard
MA
$493B
$830K 0.05%
1,460
– –
ALLE icon
174
Allegion
ALLE
$14.4B
$771K 0.05%
4,346
– –
KMB icon
175
Kimberly-Clark
KMB
$36.5B
$770K 0.05%
6,196
+1,121
+22% +$145K
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
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RG
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CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

Boston Family Office's Q3 2025 Portfolio in Review

As of Q3 2025, Boston Family Office held 302 positions worth $1.57B, up 4.3% from $1.51B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q3 2025 filing shows 17 new, 80 increased, 93 reduced and 6 closed positions. Its largest new stake was Vanguard Short Duration Tax-Exempt Bond ETF: 9,426 shares worth $723K. The largest sale was Ansys, an estimated $32.3M.

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

  • Boston Family Office's largest Q3 2025 buy was Vanguard Short Duration Tax-Exempt Bond ETF: 9,426 shares worth $723K.
  • Boston Family Office added most to Synopsys in Q3 2025, an estimated $16.7M increase.
  • Boston Family Office's biggest Q3 2025 reduction was Teradyne, cutting an estimated $5.76M.
  • Boston Family Office fully exited Ansys in Q3 2025, selling an estimated $32.3M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.57B portfolio in Q3 2025.
  • Boston Family Office opened 17 new positions and closed 6 in Q3 2025.
  • Boston Family Office's portfolio value rose 4.3% quarter-over-quarter to $1.57B.

Based on Boston Family Office's 13F filing for Q3 2025, filed 12 Nov 2025.