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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
FTPA
201
Franklin Pennsylvania Municipal Income ETF
FTPA
$99.7M
$565K 0.04%
+65,516
New +$565K
VWO icon
202
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$556K 0.04%
10,341
-487
-4% -$26.5K
CEF icon
203
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$552K 0.04%
12,056
– –
MAR icon
204
Marriott International
MAR
$92.3B
$552K 0.04%
+1,778
New +$508K
AVY icon
205
Avery Dennison
AVY
$13.4B
$546K 0.03%
3,000
– –
FAST icon
206
Fastenal
FAST
$59.5B
$546K 0.03%
13,600
– –
PODD icon
207
Insulet
PODD
$9.79B
$540K 0.03%
1,900
– –
GEV icon
208
GE Vernova
GEV
$264B
$537K 0.03%
+821
New +$500K
FBND icon
209
Fidelity Total Bond ETF
FBND
$27.3B
$533K 0.03%
11,574
– –
TRMB icon
210
Trimble
TRMB
$13.9B
$523K 0.03%
6,675
– –
CHD icon
211
Church & Dwight Co
CHD
$24.5B
$516K 0.03%
6,152
– –
BX icon
212
Blackstone
BX
$110B
$515K 0.03%
3,339
+607
+22% +$92.2K
IJJ icon
213
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$513K 0.03%
3,899
-25
-0.6% -$3.25K
ROOT icon
214
Root
ROOT
$798M
$496K 0.03%
6,869
– –
EBC icon
215
Eastern Bankshares
EBC
$5.23B
$493K 0.03%
26,776
-605
-2% -$11.1K
VDE icon
216
Vanguard Energy ETF
VDE
$9.84B
$488K 0.03%
3,874
+262
+7% +$32.9K
NTRS icon
217
Northern Trust
NTRS
$33.9B
$478K 0.03%
3,497
– –
T icon
218
AT&T
T
$163B
$461K 0.03%
18,560
+1,308
+8% +$33.1K
SBUX icon
219
Starbucks
SBUX
$120B
$454K 0.03%
5,388
-436
-7% -$36.8K
WY icon
220
Weyerhaeuser
WY
$18.4B
$449K 0.03%
18,966
-7,465
-28% -$173K
HIG icon
221
Hartford Financial Services
HIG
$39.3B
$446K 0.03%
3,233
– –
TRV icon
222
Travelers Companies
TRV
$80.2B
$442K 0.03%
1,525
– –
BAC icon
223
Bank of America
BAC
$442B
$441K 0.03%
+8,021
New +$424K
NXT icon
224
Nextpower Inc
NXT
$15.7B
$433K 0.03%
4,969
– –
AZO icon
225
AutoZone
AZO
$51.1B
$431K 0.03%
127
-10
-7% -$37.8K
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
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

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.