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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
EFA icon
176
iShares MSCI EAFE ETF
EFA
$80.2B
$756K 0.05%
8,097
– –
HON icon
177
Honeywell
HON
$78B
$755K 0.05%
3,804
– –
ABB
178
DELISTED
ABB Ltd
ABB
$752K 0.05%
10,450
– –
KMI icon
179
Kinder Morgan
KMI
$68.7B
$750K 0.05%
26,505
– –
DGS icon
180
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$724K 0.05%
12,675
+16
+0.1% +$907
VSDM
181
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$836M
$723K 0.05%
+9,426
New +$718K
ORLY icon
182
O'Reilly Automotive
ORLY
$76.3B
$707K 0.05%
6,555
+75
+1% +$7.54K
K
183
DELISTED
Kellanova
K
$692K 0.04%
8,440
– –
DE icon
184
Deere & Co
DE
$168B
$690K 0.04%
1,508
-50
-3% -$24.7K
AM icon
185
Antero Midstream
AM
$10.1B
$680K 0.04%
35,000
– –
VUG icon
186
Vanguard Morningstar Growth ETF
VUG
$230B
$678K 0.04%
8,484
– –
VYM icon
187
Vanguard High Dividend Yield ETF
VYM
$83.5B
$668K 0.04%
4,740
– –
FAST icon
188
Fastenal
FAST
$59.5B
$667K 0.04%
13,600
– –
IBTF
189
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$659K 0.04%
28,188
-20,921
-43% -$488K
IWF icon
190
iShares Russell 1000 Growth ETF
IWF
$128B
$657K 0.04%
5,612
– –
PNC icon
191
PNC Financial Services
PNC
$101B
$657K 0.04%
3,270
– –
WY icon
192
Weyerhaeuser
WY
$18.4B
$655K 0.04%
26,431
-2
-0% -$51
CL icon
193
Colgate-Palmolive
CL
$74.4B
$628K 0.04%
7,853
– –
ROOT icon
194
Root
ROOT
$798M
$615K 0.04%
6,869
– –
SHEL icon
195
Shell
SHEL
$245B
$602K 0.04%
8,419
– –
WEC icon
196
WEC Energy
WEC
$35.1B
$596K 0.04%
5,213
– –
AZO icon
197
AutoZone
AZO
$51.1B
$588K 0.04%
137
-4
-3% -$16K
PODD icon
198
Insulet
PODD
$9.79B
$587K 0.04%
1,900
– –
VWO icon
199
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$587K 0.04%
10,828
+11
+0.1% +$567
JCI icon
200
Johnson Controls International
JCI
$92.2B
$550K 0.04%
4,999
– –
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
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.