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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
ABB
176
DELISTED
ABB Ltd
ABB
$773K 0.05%
10,450
– –
KMI icon
177
Kinder Morgan
KMI
$68.7B
$751K 0.05%
27,328
+823
+3% +$22.2K
LNG icon
178
Cheniere Energy
LNG
$52.9B
$734K 0.05%
3,775
– –
DGS icon
179
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$713K 0.05%
12,451
-224
-2% -$12.7K
IGSB icon
180
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$713K 0.05%
13,478
+4,028
+43% +$213K
MO icon
181
Altria Group
MO
$114B
$711K 0.05%
12,323
-318
-3% -$19.2K
HON icon
182
Honeywell
HON
$78B
$699K 0.04%
3,585
-219
-6% -$42.8K
HELO icon
183
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$695K 0.04%
10,460
+2,030
+24% +$133K
ALLE icon
184
Allegion
ALLE
$14.4B
$692K 0.04%
4,346
– –
VUG icon
185
Vanguard Morningstar Growth ETF
VUG
$230B
$690K 0.04%
8,484
– –
IAU icon
186
iShares Gold Trust
IAU
$64.4B
$684K 0.04%
8,421
-4,000
-32% -$313K
VYM icon
187
Vanguard High Dividend Yield ETF
VYM
$83.5B
$680K 0.04%
4,740
– –
PNC icon
188
PNC Financial Services
PNC
$101B
$677K 0.04%
3,245
-25
-0.8% -$4.83K
DE icon
189
Deere & Co
DE
$168B
$674K 0.04%
1,447
-61
-4% -$28.6K
IWF icon
190
iShares Russell 1000 Growth ETF
IWF
$128B
$664K 0.04%
5,612
– –
CCCX
191
DELISTED
Churchill Capital Corp X
CCCX
$655K 0.04%
+42,000
New +$706K
AM icon
192
Antero Midstream
AM
$10.1B
$623K 0.04%
35,000
– –
CL icon
193
Colgate-Palmolive
CL
$74.4B
$621K 0.04%
7,853
– –
KMB icon
194
Kimberly-Clark
KMB
$36.5B
$619K 0.04%
6,132
-64
-1% -$7K
LEN icon
195
Lennar Class A
LEN
$21.2B
$615K 0.04%
5,986
+2,145
+56% +$259K
SHEL icon
196
Shell
SHEL
$245B
$615K 0.04%
8,369
-50
-0.6% -$3.68K
DOV icon
197
Dover
DOV
$28.4B
$613K 0.04%
3,141
– –
JCI icon
198
Johnson Controls International
JCI
$92.2B
$599K 0.04%
4,999
– –
CB icon
199
Chubb
CB
$135B
$581K 0.04%
1,862
– –
GE icon
200
GE Aerospace
GE
$384B
$573K 0.04%
1,861
+531
+40% +$160K
6 7
8
9 10

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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 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.