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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
IR icon
176
Ingersoll Rand
IR
$27.9B
$931K 0.06%
11,356
– –
DE icon
177
Deere & Co
DE
$184B
$905K 0.05%
1,427
-20
-1% -$11.6K
LNG icon
178
Cheniere Energy
LNG
$55.9B
$902K 0.05%
3,775
– –
MO icon
179
Altria Group
MO
$117B
$875K 0.05%
12,164
+81
+0.7% +$5.65K
FTMU
180
Franklin Municipal Income ETF
FTMU
$450M
$845K 0.05%
106,576
+72,000
+208% +$566K
EFA icon
181
iShares MSCI EAFE ETF
EFA
$77.9B
$841K 0.05%
8,097
– –
VUG icon
182
Vanguard Morningstar Growth ETF
VUG
$224B
$827K 0.05%
9,595
+841
+10% +$70.8K
IWF icon
183
iShares Russell 1000 Growth ETF
IWF
$123B
$815K 0.05%
6,562
+950
+17% +$115K
ACWI icon
184
iShares MSCI ACWI ETF
ACWI
$32.7B
$812K 0.05%
5,175
– –
JMST icon
185
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.43B
$799K 0.05%
15,674
-491
-3% -$25K
AM icon
186
Antero Midstream
AM
$10.1B
$796K 0.05%
35,000
– –
KMI icon
187
Kinder Morgan
KMI
$68.5B
$791K 0.05%
24,732
-2,183
-8% -$70.4K
VYM icon
188
Vanguard High Dividend Yield ETF
VYM
$81.9B
$753K 0.05%
4,768
– –
SHOP icon
189
Shopify
SHOP
$167B
$742K 0.05%
6,501
-122
-2% -$13.9K
ACN icon
190
Accenture
ACN
$118B
$725K 0.04%
5,825
-443
-7% -$76.9K
JCI icon
191
Johnson Controls International
JCI
$83.8B
$724K 0.04%
4,955
– –
CVS icon
192
CVS Health
CVS
$121B
$705K 0.04%
6,815
– –
DOV icon
193
Dover
DOV
$25.5B
$704K 0.04%
3,141
– –
IGSB icon
194
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$695K 0.04%
13,270
– –
CMCSA icon
195
Comcast
CMCSA
$86.6B
$694K 0.04%
28,266
+352
+1% +$9.08K
CB icon
196
Chubb
CB
$132B
$693K 0.04%
2,035
+173
+9% +$56.4K
PNC icon
197
PNC Financial Services
PNC
$96B
$678K 0.04%
2,755
– –
AMP icon
198
Ameriprise Financial
AMP
$49.4B
$669K 0.04%
1,458
– –
MCO icon
199
Moody's
MCO
$80.9B
$659K 0.04%
1,454
– –
FAST icon
200
Fastenal
FAST
$56.7B
$653K 0.04%
13,600
– –
6 7
8
9 10

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NPA
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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.