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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
-3.65%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
+$13.5M
Cap. Flow %
0.9%
Top 10 Hldgs %
28.62%
Holding
323
New
13
Increased
106
Reduced
108
Closed
13

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.7M
2
NVDA icon
NVIDIA
NVDA
+$3.95M
3
PH icon
Parker-Hannifin
PH
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.6M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.43M
3
ROK icon
Rockwell Automation
ROK
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INOD icon
201
Innodata
INOD
$2.05B
$633K 0.04%
16,400
– –
ALLE icon
202
Allegion
ALLE
$13.4B
$631K 0.04%
4,346
– –
FAST icon
203
Fastenal
FAST
$54.7B
$631K 0.04%
13,600
– –
CB icon
204
Chubb
CB
$135B
$607K 0.04%
1,862
– –
WEC icon
205
WEC Energy
WEC
$35.7B
$603K 0.04%
+5,211
New +$585K
NXT icon
206
Nextpower Inc
NXT
$13.6B
$599K 0.04%
4,969
– –
IWF icon
207
iShares Russell 1000 Growth ETF
IWF
$121B
$598K 0.04%
5,612
– –
KMB icon
208
Kimberly-Clark
KMB
$36.3B
$590K 0.04%
6,116
-16
-0.3% -$1.64K
CEF icon
209
Sprott Physical Gold and Silver Trust
CEF
$7.4B
$575K 0.04%
12,056
– –
PNC icon
210
PNC Financial Services
PNC
$99.7B
$573K 0.04%
2,755
-490
-15% -$107K
FTPA
211
Franklin Pennsylvania Municipal Income ETF
FTPA
$94.9M
$562K 0.04%
65,516
– –
CHD icon
212
Church & Dwight Co
CHD
$23.4B
$546K 0.04%
5,852
-300
-5% -$28.8K
BDX icon
213
Becton Dickinson
BDX
$45.6B
$535K 0.04%
3,400
-623
-15% -$114K
MAR icon
214
Marriott International
MAR
$98.3B
$529K 0.04%
1,618
-160
-9% -$52.6K
FBND icon
215
Fidelity Total Bond ETF
FBND
$26.9B
$528K 0.04%
11,574
– –
LEN icon
216
Lennar Class A
LEN
$19.8B
$520K 0.03%
5,986
– –
AVY icon
217
Avery Dennison
AVY
$13B
$518K 0.03%
3,000
– –
T icon
218
AT&T
T
$159B
$510K 0.03%
17,597
-963
-5% -$25.7K
BAC icon
219
Bank of America
BAC
$435B
$503K 0.03%
10,309
+2,288
+29% +$118K
EBC icon
220
Eastern Bankshares
EBC
$5.26B
$503K 0.03%
25,700
-1,076
-4% -$21.5K
VRTX icon
221
Vertex Pharmaceuticals
VRTX
$121B
$498K 0.03%
1,116
+370
+50% +$173K
CVS icon
222
CVS Health
CVS
$133B
$489K 0.03%
6,815
+3,295
+94% +$254K
SBUX icon
223
Starbucks
SBUX
$120B
$483K 0.03%
5,388
– –
NTRS icon
224
Northern Trust
NTRS
$22.4B
$478K 0.03%
3,428
-69
-2% -$9.93K
AEM icon
225
Agnico Eagle Mines
AEM
$73.6B
$476K 0.03%
2,344
– –
7 8
9
10 11

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JFGLC
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AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
TP
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SCM
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FMI
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NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.5B AUM 47.78% 1-Year Est. Return

Boston Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Family Office held 323 positions worth $1.5B, down 4.7% from $1.58B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q1 2026 filing shows 13 new, 106 increased, 108 reduced and 13 closed positions. Its largest new stake was Spotify: 6,053 shares worth $2.94M. The largest sale was Alphabet (Google) Class C, an estimated $6.6M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2026 buy was Spotify: 6,053 shares worth $2.94M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $11.7M increase.
  • Boston Family Office's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $6.6M.
  • Boston Family Office fully exited Sandisk in Q1 2026, selling an estimated $1.6M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.5B portfolio in Q1 2026.
  • Boston Family Office opened 13 new positions and closed 13 in Q1 2026.
  • Boston Family Office's portfolio value fell 4.7% quarter-over-quarter to $1.5B.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.