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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
CL icon
201
Colgate-Palmolive
CL
$69.2B
$647K 0.04%
7,053
-800
-10% -$70K
TXN icon
202
Texas Instruments
TXN
$241B
$637K 0.04%
2,138
– –
VRTX icon
203
Vertex Pharmaceuticals
VRTX
$132B
$619K 0.04%
1,246
+130
+12% +$57.6K
ALLE icon
204
Allegion
ALLE
$13B
$611K 0.04%
4,346
– –
WEC icon
205
WEC Energy
WEC
$34.3B
$608K 0.04%
5,211
– –
SHV icon
206
iShares 0-1 Year Treasury Bond ETF
SHV
$21.1B
$605K 0.04%
5,485
-2,074
-27% -$229K
NTRS icon
207
Northern Trust
NTRS
$34.6B
$596K 0.04%
3,428
– –
NXT icon
208
Nextpower Inc. Common Stock
NXT
$12.5B
$592K 0.04%
4,969
– –
BAC icon
209
Bank of America
BAC
$416B
$587K 0.04%
10,309
– –
SHEL icon
210
Shell
SHEL
$276B
$582K 0.04%
7,509
-250
-3% -$21.6K
XLE icon
211
State Street Energy Select Sector SPDR ETF
XLE
$42.4B
$577K 0.04%
10,864
+6,300
+138% +$360K
MAR icon
212
Marriott International
MAR
$88.8B
$575K 0.03%
1,552
-66
-4% -$24.3K
CHD icon
213
Church & Dwight Co
CHD
$22.3B
$567K 0.03%
5,852
– –
INFQ
214
Infleqtion Inc
INFQ
$2.84B
$559K 0.03%
42,000
– –
EBC icon
215
Eastern Bankshares
EBC
$4.94B
$556K 0.03%
25,000
-700
-3% -$14.2K
SBUX icon
216
Starbucks
SBUX
$113B
$556K 0.03%
5,445
+57
+1% +$5.74K
GSAT icon
217
Globalstar
GSAT
$10.7B
$542K 0.03%
6,666
– –
LEN icon
218
Lennar Class A
LEN
$19.2B
$542K 0.03%
5,986
– –
WAT icon
219
Waters Corp
WAT
$40.3B
$530K 0.03%
1,413
-98
-6% -$33.4K
HIG icon
220
Hartford Financial Services
HIG
$36.9B
$524K 0.03%
3,954
+500
+14% +$66.9K
VDE icon
221
Vanguard Energy ETF
VDE
$11B
$519K 0.03%
3,454
-420
-11% -$68K
DGX icon
222
Quest Diagnostics
DGX
$25.9B
$510K 0.03%
+2,407
New +$472K
STIP icon
223
iShares 0-5 Year TIPS Bond ETF
STIP
$16.3B
$506K 0.03%
4,949
+1,203
+32% +$124K
CARR icon
224
Carrier Global
CARR
$47.4B
$498K 0.03%
6,783
-150
-2% -$9.8K
MPC icon
225
Marathon Petroleum
MPC
$111B
$490K 0.03%
1,916
– –
7 8
9
10 11

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NPA
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AAM
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OHIF
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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.