We are live on ! Find out more
BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
+7.1%
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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
+$18.3M
Cap. Flow %
1.22%
Top 10 Hldgs %
28.33%
Holding
296
New
16
Increased
84
Reduced
111
Closed
11

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.92M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$2.15M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$1.53M
2
STX icon
Seagate
STX
+$1.44M
3
ZBRA icon
Zebra Technologies
ZBRA
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

Rank Sector Weight
1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.45T
$69.7M 4.63%
140,080
+1,689
+1% +$733K
AAPL icon
2
Apple
AAPL
$4.54T
$61.1M 4.06%
297,988
+210
+0.1% +$42.4K
AMZN icon
3
Amazon
AMZN
$2.92T
$56.5M 3.75%
257,642
+9,746
+4% +$1.93M
V icon
4
Visa
V
$684B
$49.2M 3.27%
138,680
+1,299
+0.9% +$453K
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.36T
$37.1M 2.46%
208,931
+286
+0.1% +$47.3K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$979B
$32.4M 2.15%
57,065
+2,073
+4% +$1.09M
ANSS
7
DELISTED
Ansys
ANSS
$32.3M 2.15%
92,072
-1,106
-1% -$362K
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$30.3M 2.02%
49,112
-293
-0.6% -$167K
UNP icon
9
Union Pacific
UNP
$174B
$29.1M 1.94%
126,670
-233
-0.2% -$51.7K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.1T
$28.7M 1.9%
59,040
-477
-0.8% -$242K
SPGI icon
11
S&P Global
SPGI
$121B
$28M 1.86%
53,181
+467
+0.9% +$233K
AMT icon
12
American Tower
AMT
$80.8B
$27.8M 1.85%
125,846
-738
-0.6% -$159K
NOW icon
13
ServiceNow
NOW
$115B
$26.6M 1.76%
129,235
+2,205
+2% +$416K
SYK icon
14
Stryker
SYK
$125B
$26.3M 1.74%
66,391
+1,882
+3% +$704K
ECL icon
15
Ecolab
ECL
$78.1B
$26M 1.73%
96,572
-109
-0.1% -$27.7K
ATR icon
16
AptarGroup
ATR
$8.55B
$25.5M 1.69%
163,138
-3,390
-2% -$512K
ROK icon
17
Rockwell Automation
ROK
$53.4B
$25.3M 1.68%
76,047
+552
+0.7% +$157K
CRM icon
18
Salesforce
CRM
$151B
$24.5M 1.63%
89,910
-122
-0.1% -$32.6K
APD icon
19
Air Products & Chemicals
APD
$65.7B
$23.6M 1.56%
83,521
-1,284
-2% -$351K
MRSH
20
Marsh
MRSH
$90.5B
$23M 1.53%
105,293
-208
-0.2% -$47K
ADP icon
21
Automatic Data Processing
ADP
$106B
$22.7M 1.51%
73,665
+1,537
+2% +$472K
PANW icon
22
Palo Alto Networks
PANW
$270B
$22.6M 1.5%
110,509
+3,848
+4% +$715K
ROP icon
23
Roper Technologies
ROP
$38.8B
$20.1M 1.34%
35,473
-575
-2% -$325K
NVDA icon
24
NVIDIA
NVDA
$4.86T
$20.1M 1.34%
127,247
+1,261
+1% +$159K
IQV icon
25
IQVIA
IQV
$38.7B
$19.5M 1.3%
124,007
-10,147
-8% -$1.53M
1
2 3 4 5

Similar funds

CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
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 Q2 2025 Portfolio in Review

As of Q2 2025, Boston Family Office held 296 positions worth $1.51B, up 6.6% from $1.41B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q2 2025 filing shows 16 new, 84 increased, 111 reduced and 11 closed positions. Its largest new stake was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M. The largest sale was IQVIA, an estimated $1.53M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q2 2025 buy was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M.
  • Boston Family Office added most to Eli Lilly in Q2 2025, an estimated $2.92M increase.
  • Boston Family Office's biggest Q2 2025 reduction was IQVIA, cutting an estimated $1.53M.
  • Boston Family Office fully exited Seagate in Q2 2025, selling an estimated $1.44M.
  • Boston Family Office's ten largest holdings make up 28% of its $1.51B portfolio in Q2 2025.
  • Boston Family Office opened 16 new positions and closed 11 in Q2 2025.
  • Boston Family Office's portfolio value rose 6.6% quarter-over-quarter to $1.51B.

Based on Boston Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.