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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
+2.64%
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
$1.58B
AUM Growth
+$6M
Cap. Flow
-$13.5M
Cap. Flow %
-0.86%
Top 10 Hldgs %
30.27%
Holding
323
New
27
Increased
83
Reduced
113
Closed
13

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.91M
2
NOW icon
ServiceNow
NOW
+$2.83M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$12.3M
2
ADBE icon
Adobe
ADBE
+$6.49M
3
ZTS icon
Zoetis
ZTS
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

Rank Sector Weight
1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STT icon
151
State Street
STT
$50.7B
$1.22M 0.08%
+9,486
New +$1.14M
IVE icon
152
iShares S&P 500 Value ETF
IVE
$49.8B
$1.22M 0.08%
5,743
– –
STE icon
153
Steris
STE
$23.1B
$1.17M 0.07%
4,629
– –
AVGO icon
154
Broadcom
AVGO
$2.04T
$1.16M 0.07%
3,342
+495
+17% +$177K
VSDM
155
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$836M
$1.15M 0.07%
14,989
+5,563
+59% +$425K
VCRM
156
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.81B
$1.12M 0.07%
+14,829
New +$1.12M
TER icon
157
Teradyne
TER
$59.3B
$1.12M 0.07%
5,767
-450
-7% -$77.2K
EMR icon
158
Emerson Electric
EMR
$88.3B
$1.06M 0.07%
8,006
-250
-3% -$33.2K
GATX icon
159
GATX Corp
GATX
$6.27B
$1.05M 0.07%
6,220
-368
-6% -$60.7K
IBM icon
160
IBM
IBM
$224B
$1.05M 0.07%
3,530
-100
-3% -$29.9K
SHOP icon
161
Shopify
SHOP
$195B
$1.02M 0.06%
6,359
+3,479
+121% +$559K
STWD icon
162
Starwood Property Trust
STWD
$6.09B
$955K 0.06%
53,005
-6,817
-11% -$125K
LIN icon
163
Linde
LIN
$226B
$927K 0.06%
2,173
– –
FANG icon
164
Diamondback Energy
FANG
$52.7B
$902K 0.06%
6,000
– –
IR icon
165
Ingersoll Rand
IR
$33.7B
$900K 0.06%
11,356
– –
SHV icon
166
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$893K 0.06%
8,109
-7
-0.1% -$772
CMCSA icon
167
Comcast
CMCSA
$90B
$871K 0.06%
29,147
-5,779
-17% -$165K
MA icon
168
Mastercard
MA
$493B
$869K 0.06%
1,523
+63
+4% +$35.2K
COP icon
169
ConocoPhillips
COP
$141B
$856K 0.05%
9,139
– –
INOD icon
170
Innodata
INOD
$2.04B
$836K 0.05%
16,400
– –
JMST icon
171
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$823K 0.05%
16,165
-344
-2% -$17.5K
BDX icon
172
Becton Dickinson
BDX
$48.2B
$781K 0.05%
4,023
-1,026
-20% -$195K
EFA icon
173
iShares MSCI EAFE ETF
EFA
$80.2B
$778K 0.05%
8,097
– –
ORLY icon
174
O'Reilly Automotive
ORLY
$76.3B
$776K 0.05%
8,506
+1,951
+30% +$191K
HOLX
175
DELISTED
Hologic
HOLX
$775K 0.05%
10,410
-8,587
-45% -$627K
5 6
7
8 9

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NSGL
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CPA
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Boston Family Office's Q4 2025 Portfolio in Review

As of Q4 2025, Boston Family Office held 323 positions worth $1.58B, up 0.38% from $1.57B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Boston Family Office's Q4 2025 filing shows 27 new, 83 increased, 113 reduced and 13 closed positions. Its largest new stake was Sandisk: 6,733 shares worth $1.6M. The largest sale was Synopsys, an estimated $12.3M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2025 buy was Sandisk: 6,733 shares worth $1.6M.
  • Boston Family Office added most to Meta Platforms (Facebook) in Q4 2025, an estimated $2.91M increase.
  • Boston Family Office's biggest Q4 2025 reduction was Synopsys, cutting an estimated $12.3M.
  • Boston Family Office fully exited Zoetis in Q4 2025, selling an estimated $5.15M.
  • Boston Family Office's ten largest holdings make up 30% of its $1.58B portfolio in Q4 2025.
  • Boston Family Office opened 27 new positions and closed 13 in Q4 2025.
  • Boston Family Office's portfolio value rose 0.38% quarter-over-quarter to $1.58B.

Based on Boston Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.