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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
HELO icon
201
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$548K 0.03%
+8,430
New +$538K
TRMB icon
202
Trimble
TRMB
$13.9B
$545K 0.03%
6,675
+2,600
+64% +$212K
CHD icon
203
Church & Dwight Co
CHD
$24.3B
$539K 0.03%
6,152
-1,808
-23% -$169K
FBND icon
204
Fidelity Total Bond ETF
FBND
$27.3B
$535K 0.03%
11,574
– –
CB icon
205
Chubb
CB
$134B
$526K 0.03%
1,862
+40
+2% +$11K
DOV icon
206
Dover
DOV
$28.4B
$524K 0.03%
3,141
– –
IJJ icon
207
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.01B
$509K 0.03%
3,924
-446
-10% -$57.1K
IGSB icon
208
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$501K 0.03%
9,450
– –
EBC icon
209
Eastern Bankshares
EBC
$5.23B
$497K 0.03%
27,381
– –
SBUX icon
210
Starbucks
SBUX
$120B
$493K 0.03%
5,824
-259
-4% -$23.2K
AVY icon
211
Avery Dennison
AVY
$13.3B
$487K 0.03%
3,000
– –
T icon
212
AT&T
T
$162B
$487K 0.03%
17,252
-40
-0.2% -$1.14K
LEN icon
213
Lennar Class A
LEN
$20.6B
$484K 0.03%
3,841
– –
NTRS icon
214
Northern Trust
NTRS
$34.3B
$471K 0.03%
3,497
– –
BX icon
215
Blackstone
BX
$110B
$467K 0.03%
2,732
– –
VDE icon
216
Vanguard Energy ETF
VDE
$10.1B
$455K 0.03%
3,612
+41
+1% +$5.05K
DEO icon
217
Diageo
DEO
$53.5B
$453K 0.03%
4,748
-2
-0% -$210
CEF icon
218
Sprott Physical Gold and Silver Trust
CEF
$8.03B
$442K 0.03%
12,056
– –
SYY icon
219
Sysco
SYY
$40.3B
$435K 0.03%
5,280
– –
HIG icon
220
Hartford Financial Services
HIG
$38.9B
$431K 0.03%
3,233
+1,300
+67% +$167K
SHOP icon
221
Shopify
SHOP
$197B
$428K 0.03%
2,880
– –
TRV icon
222
Travelers Companies
TRV
$78.9B
$426K 0.03%
1,525
– –
CARR icon
223
Carrier Global
CARR
$52.8B
$406K 0.03%
6,800
– –
CVS icon
224
CVS Health
CVS
$122B
$401K 0.03%
5,320
– –
GE icon
225
GE Aerospace
GE
$384B
$400K 0.03%
1,330
+395
+42% +$108K
7 8
9
10 11

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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 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.