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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
IAU icon
176
iShares Gold Trust
IAU
$64.4B
$732K 0.05%
12,421
– –
K
177
DELISTED
Kellanova
K
$701K 0.05%
8,500
-1,257
-13% -$103K
NEOG icon
178
Neogen
NEOG
$2.5B
$695K 0.05%
80,211
-8,655
-10% -$90.7K
AZO icon
179
AutoZone
AZO
$51.1B
$641K 0.05%
168
+84
+100% +$290K
AM icon
180
Antero Midstream
AM
$10.1B
$630K 0.04%
35,000
– –
TSM icon
181
TSMC
TSM
$2.18T
$624K 0.04%
3,760
-95
-2% -$18.5K
SHEL icon
182
Shell
SHEL
$245B
$623K 0.04%
8,502
– –
VYM icon
183
Vanguard High Dividend Yield ETF
VYM
$83.5B
$611K 0.04%
4,740
– –
SBUX icon
184
Starbucks
SBUX
$120B
$606K 0.04%
6,183
-474
-7% -$49K
DGS icon
185
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$589K 0.04%
12,192
+398
+3% +$19.5K
INOD icon
186
Innodata
INOD
$2.04B
$589K 0.04%
+16,400
New +$721K
PNC icon
187
PNC Financial Services
PNC
$101B
$575K 0.04%
3,270
-230
-7% -$43.4K
VGIT icon
188
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$568K 0.04%
9,560
+845
+10% +$49.4K
WEC icon
189
WEC Energy
WEC
$35.1B
$568K 0.04%
5,213
– –
ALLE icon
190
Allegion
ALLE
$14.4B
$567K 0.04%
4,346
– –
CHD icon
191
Church & Dwight Co
CHD
$24.5B
$557K 0.04%
5,060
– –
DOV icon
192
Dover
DOV
$28.4B
$552K 0.04%
3,141
– –
ABB
193
DELISTED
ABB Ltd
ABB
$545K 0.04%
10,450
-86
-0.8% -$4.49K
IJJ icon
194
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$543K 0.04%
4,536
-1,253
-22% -$157K
FBND icon
195
Fidelity Total Bond ETF
FBND
$27.3B
$539K 0.04%
11,799
– –
AVY icon
196
Avery Dennison
AVY
$13.4B
$534K 0.04%
3,000
– –
FAST icon
197
Fastenal
FAST
$59.5B
$531K 0.04%
13,700
– –
T icon
198
AT&T
T
$163B
$520K 0.04%
18,396
-85
-0.5% -$2.14K
IWF icon
199
iShares Russell 1000 Growth ETF
IWF
$128B
$507K 0.04%
5,612
– –
PODD icon
200
Insulet
PODD
$9.79B
$499K 0.04%
1,900
– –
6 7
8
9 10

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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
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MCM
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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.