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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
+251.5%
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
AAPL icon
1
Apple
AAPL
$4.99T
$77.9M 4.94%
286,427
-8,406
-3% -$2.26M
MSFT icon
2
Microsoft
MSFT
$2.92T
$66.7M 4.23%
137,970
-1,598
-1% -$801K
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.07T
$63.7M 4.04%
202,884
-5,377
-3% -$1.54M
AMZN icon
4
Amazon
AMZN
$2.48T
$59.7M 3.79%
258,650
+1,932
+0.8% +$442K
V icon
5
Visa
V
$697B
$48.5M 3.07%
138,224
+251
+0.2% +$85.5K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$971B
$38.3M 2.43%
61,006
+3,577
+6% +$2.22M
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$34.6M 2.19%
50,693
+1,701
+3% +$1.15M
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.11T
$30.4M 1.93%
60,552
+1,588
+3% +$790K
SPGI icon
9
S&P Global
SPGI
$125B
$29.1M 1.85%
55,702
+735
+1% +$364K
UNP icon
10
Union Pacific
UNP
$175B
$28.7M 1.82%
123,909
-2,600
-2% -$593K
ROK icon
11
Rockwell Automation
ROK
$52.4B
$28M 1.78%
71,984
-2,564
-3% -$964K
IQV icon
12
IQVIA
IQV
$40B
$27.1M 1.72%
120,218
-10
-0% -$2.18K
NVDA icon
13
NVIDIA
NVDA
$4.77T
$26.9M 1.7%
144,130
+3,145
+2% +$585K
ECL icon
14
Ecolab
ECL
$79.6B
$24.7M 1.57%
94,129
-417
-0.4% -$111K
SYK icon
15
Stryker
SYK
$133B
$24.4M 1.55%
69,380
+2,995
+5% +$1.09M
CRM icon
16
Salesforce
CRM
$149B
$23.7M 1.5%
89,437
+266
+0.3% +$66.1K
TMO icon
17
Thermo Fisher Scientific
TMO
$214B
$23.2M 1.47%
40,109
-875
-2% -$495K
PANW icon
18
Palo Alto Networks
PANW
$260B
$22.7M 1.44%
123,489
+4,830
+4% +$974K
NOW icon
19
ServiceNow
NOW
$114B
$22.5M 1.43%
146,977
+16,482
+13% +$2.83M
NEE icon
20
NextEra Energy
NEE
$186B
$21.8M 1.38%
271,281
-5,973
-2% -$495K
AMT icon
21
American Tower
AMT
$79.9B
$21.4M 1.36%
122,175
-1,130
-0.9% -$206K
LLY icon
22
Eli Lilly
LLY
$1.09T
$20.4M 1.29%
18,941
+17
+0.1% +$16.3K
ATR icon
23
AptarGroup
ATR
$8.8B
$19.2M 1.22%
157,619
-1,666
-1% -$206K
ADP icon
24
Automatic Data Processing
ADP
$106B
$18.9M 1.2%
73,645
-275
-0.4% -$73.2K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.08T
$18.6M 1.18%
59,473
-227
-0.4% -$64.9K
1
2 3 4 5

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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.