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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
+251.5%
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
AAPL icon
1
Apple
AAPL
$4.97T
$75.1M 4.78%
294,833
-3,155
-1% -$713K
MSFT icon
2
Microsoft
MSFT
$2.9T
$72.3M 4.6%
139,568
-512
-0.4% -$261K
AMZN icon
3
Amazon
AMZN
$2.44T
$56.4M 3.59%
256,718
-924
-0.4% -$209K
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.11T
$50.7M 3.23%
208,261
-670
-0.3% -$141K
V icon
5
Visa
V
$701B
$47.1M 3%
137,973
-707
-0.5% -$245K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$956B
$35.2M 2.24%
57,429
+364
+0.6% +$215K
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$32.6M 2.08%
48,992
-120
-0.2% -$76.9K
UNP icon
8
Union Pacific
UNP
$174B
$29.9M 1.9%
126,509
-161
-0.1% -$36.3K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.1T
$29.6M 1.89%
58,964
-76
-0.1% -$36.8K
SPGI icon
10
S&P Global
SPGI
$124B
$26.8M 1.7%
54,967
+1,786
+3% +$956K
NVDA icon
11
NVIDIA
NVDA
$4.6T
$26.3M 1.67%
140,985
+13,738
+11% +$2.39M
ROK icon
12
Rockwell Automation
ROK
$51.1B
$26.1M 1.66%
74,548
-1,499
-2% -$518K
ECL icon
13
Ecolab
ECL
$79.8B
$25.9M 1.65%
94,546
-2,026
-2% -$550K
SYK icon
14
Stryker
SYK
$135B
$24.5M 1.56%
66,385
-6
-0% -$2.32K
PANW icon
15
Palo Alto Networks
PANW
$256B
$24.2M 1.54%
118,659
+8,150
+7% +$1.56M
NOW icon
16
ServiceNow
NOW
$120B
$24M 1.53%
130,495
+1,260
+1% +$235K
AMT icon
17
American Tower
AMT
$83.5B
$23.7M 1.51%
123,305
-2,541
-2% -$529K
IQV icon
18
IQVIA
IQV
$40.7B
$22.8M 1.45%
120,228
-3,779
-3% -$687K
APD icon
19
Air Products & Chemicals
APD
$65.5B
$22.2M 1.42%
81,551
-1,970
-2% -$570K
MRSH
20
Marsh
MRSH
$94.3B
$21.9M 1.4%
108,928
+3,635
+3% +$748K
ADP icon
21
Automatic Data Processing
ADP
$109B
$21.7M 1.38%
73,920
+255
+0.3% +$76.7K
ATR icon
22
AptarGroup
ATR
$8.69B
$21.3M 1.36%
159,285
-3,853
-2% -$557K
CRM icon
23
Salesforce
CRM
$154B
$21.1M 1.35%
89,171
-739
-0.8% -$186K
NEE icon
24
NextEra Energy
NEE
$184B
$20.9M 1.33%
277,254
-1,227
-0.4% -$89.7K
ROP icon
25
Roper Technologies
ROP
$40.4B
$20.5M 1.31%
41,149
+5,676
+16% +$3.03M
1
2 3 4 5

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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.