BOSTON FAMILY OFFICE LLC

Family Office

CIK

1039807

Location

BOSTON, MA

Portfolio Value

Mid $1,638,390,515

Diversification

Diversified

Filing Date

Global Rank

#1,839 / 8,795 ▼ 159 · as of Jun 2026

Top Industry

Software - Infrastructure 8.7%

Period ended 3 months ago

Filed Aug 12, 2026 · 56d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

248 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.3%

+0.2 pts

Top 5

22.6%

+1.2 pts

Top 10

35.9%

+3.4 pts

HHI

196

Diversified+17

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	23.5%	$385,611,272	46
Unclassified	20.0%	$327,651,845	29
Healthcare	11.6%	$190,538,314	31
Industrials	10.0%	$164,196,760	38
Financial Services	9.8%	$159,759,910	30
Communication Services	6.7%	$109,862,650	10
Consumer Cyclical	5.8%	$95,028,205	15
Consumer Defensive	3.5%	$58,002,426	19
Basic Materials	3.5%	$57,938,326	7
Energy	2.2%	$35,758,522	11
Real Estate	1.7%	$28,100,038	7
Utilities	1.6%	$25,942,247	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+74,301	1,589,100	$66,858,062
VB	Vanguard Morningstar Small-Cap ETF	+54,729	192,136	$86,595,637
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+37,137	427,896	$24,113,964
NVDA	Nvidia Corp	+26,167	191,826	$38,382,464
AFK	VanEck Africa Index ETF	+23,202	104,253	$9,634,608
VCRM	Vanguard Core Tax-Exempt Bond ETF	+20,924	51,299	$3,923,954
ANET	Arista Networks, Inc.	+19,036	26,958	$4,579,625
PEP	Pepsico Inc	+15,968	77,794	$10,533,307
TJX	Tjx Companies Inc /De/	+12,338	66,070	$10,009,605
—		+11,718	84,873	$20,896,581
VEA	Vanguard FTSE Developed Markets ETF	+11,316	76,352	$5,440,080
ORLY	O Reilly Automotive Inc	+11,130	24,928	$2,295,619
IVZ	Invesco Ltd.	+11,045	267,922	$6,513,183
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+10,419	91,657	$4,763,162
PG	PROCTER & GAMBLE Co	+9,926	65,388	$9,588,496
NFLX	Netflix Inc	+7,398	100,764	$7,194,549
MSFT	Microsoft Corp	+7,020	143,994	$53,712,641
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+6,300	17,569	$880,991
VEU	Vanguard FTSE All-World Ex-US ETF	+6,227	49,724	$3,690,114
BSX	Boston Scientific Corp	+5,140	36,005	$1,536,693
MRSH	Marsh & Mclennan Companies, Inc.	+4,964	102,145	$17,024,507
BKF	iShares MSCI BIC ETF	+4,930	27,203	$3,935,944
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+4,116	34,110	$2,580,762
VXUS	Vanguard Total International Stock ETF	+3,245	37,459	$3,202,369
COST	Costco Wholesale Corp /New	+3,231	16,179	$15,134,969
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MKC	Mccormick & Co Inc	−57,572	90,115	$4,543,598
ATR	Aptargroup, Inc.	−48,853	101,119	$12,660,098
CRM	Salesforce, Inc.	−22,946	61,293	$9,602,161
GOOGL	Alphabet Inc.	−16,965	222,034	$78,672,232
NKE	NIKE, Inc.	−14,173	108,233	$4,442,964
AMZN	Amazon Com Inc	−13,868	236,311	$56,322,363
ADBE	Adobe Inc.	−11,659	5,133	$1,052,367
ROP	Roper Technologies Inc	−10,653	26,022	$8,805,584
IQV	Iqvia Holdings Inc.	−9,496	107,121	$20,697,919
GIS	General Mills Inc	−6,260	57,406	$1,997,728
ZBRA	Zebra Technologies Corp	−5,267	43,560	$11,467,605
NEE	Nextera Energy Inc	−4,593	260,532	$22,866,893
DHR	Danaher Corp /De/	−4,417	34,570	$6,584,893
VIG	Vanguard Dividend Appreciation ETF	−3,900	88,759	$16,821,127
KMB	Kimberly Clark Corp	−3,448	2,668	$292,866
UNP	Union Pacific Corp	−3,276	119,221	$32,428,112
APD	Air Products & Chemicals, Inc.	−2,833	69,393	$20,344,639
DIS	Walt Disney Co	−2,771	79,592	$7,660,730
ROK	Rockwell Automation, Inc	−2,631	62,263	$30,825,166
AAPL	Apple Inc.	−2,618	284,321	$82,271,124
PANW	Palo Alto Networks Inc	−2,525	135,164	$46,093,627
CVX	Chevron Corp	−2,396	101,289	$16,789,664
MRK	Merck & Co., Inc.	−2,385	43,081	$5,535,908
WY	Weyerhaeuser Co	−2,260	12,571	$300,949
KMI	Kinder Morgan, Inc.	−2,183	24,732	$790,682
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
DGX	Quest Diagnostics Inc	2,407	$510,163
HONA	Honeywell Aerospace Inc.	1,951	$431,327
FDXF	FedEx Freight Holding Company, Inc.	2,156	$325,556
BA	Boeing Co	1,285	$278,163
BILZ	PIMCO Ultra Short Government Active ETF	2,560	$258,073
CM	Canadian Imperial Bank Of Commerce /Can/	2,000	$230,000
AME	Ametek Inc/	926	$224,036
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	7,152	$215,561
NVR	Nvr Inc	31	$211,215
VMC	Vulcan Materials CO	700	$206,507
LYV	Live Nation Entertainment, Inc.	1,100	$201,421
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SPOT	Spotify Technology S.A.	6,053	$2,935,160
AVY	Avery Dennison Corp	3,000	$518,040
KEYS	Keysight Technologies, Inc.	1,004	$283,499
LHX	L3harris Technologies, Inc. /De/	743	$256,446
LH	Labcorp Holdings Inc.	903	$240,929
FISV	Fiserv Inc	3,972	$221,637
BRO	Brown & Brown, Inc.	3,070	$200,194
—		10,410	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

248 tracked positions · $1,638,390,515 total · filing declares 315 positions · $1,647,660 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 248 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	192,136	+54,729	$86,595,637	+39.2%	5.29%
AAPL	Apple Inc. Technology	Reduced	284,321	-2,618	$82,271,124	+13.0%	5.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	222,034	-16,965	$78,672,232	+14.7%	4.80%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,589,100	+74,301	$66,858,062	—	4.08%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	236,311	-13,868	$56,322,363	+8.1%	3.44%
MSFT	Microsoft Corp Technology	Added	143,994	+7,020	$53,712,641	+5.9%	3.28%
PANW	Palo Alto Networks Inc Technology	Reduced	135,164	-2,525	$46,093,627	+108.8%	2.81%
V	Visa Inc. Financial Services	Reduced	131,573	-1,510	$45,141,380	+12.2%	2.76%
NVDA	Nvidia Corp Technology	Added	191,826	+26,167	$38,382,464	+32.9%	2.34%
SPY	Spdr S&P 500 ETF Trust	Added	45,064	+881	$33,652,443	+17.1%	2.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	57,502	+863	$32,515,173	+5.8%	1.98%
UNP	Union Pacific Corp Industrials	Reduced	119,221	-3,276	$32,428,112	+9.1%	1.98%
ROK	Rockwell Automation, Inc Industrials	Reduced	62,263	-2,631	$30,825,166	+32.4%	1.88%
ECL	Ecolab Inc. Basic Materials	Reduced	88,605	-822	$24,686,239	+3.8%	1.51%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	427,896	+37,137	$24,113,964	+9.8%	1.47%
SYK	Stryker Corp Healthcare	Reduced	73,821	-98	$23,241,803	−4.3%	1.42%
SPGI	S&P Global Inc. Financial Services	Reduced	57,068	-389	$23,241,512	−4.9%	1.42%
NEE	Nextera Energy Inc Utilities	Reduced	260,532	-4,593	$22,866,893	−7.1%	1.40%
LLY	ELI LILLY & Co Healthcare	Reduced	18,325	-520	$21,979,556	+26.8%	1.34%
		Added	84,873	+11,718	$20,896,581	+38.8%	1.28%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	107,121	-9,496	$20,697,919	+4.1%	1.26%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	69,393	-2,833	$20,344,639	−3.0%	1.24%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	39,623	-685	$19,865,387	+0.3%	1.21%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	118,246	-1,615	$19,341,498	−6.5%	1.18%
ABBV	AbbVie Inc. Healthcare	Reduced	69,593	-1,569	$17,512,382	+13.2%	1.07%
ETN	Eaton Corp plc Industrials	Reduced	41,088	-69	$17,508,418	+18.9%	1.07%
JNJ	Johnson & Johnson Healthcare	Reduced	68,219	-660	$17,325,579	+2.9%	1.06%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	102,145	+4,964	$17,024,507	+1.0%	1.04%
VIG	Vanguard Dividend Appreciation ETF	Reduced	88,759	-3,900	$16,821,127	+3.2%	1.03%
CVX	Chevron Corp Energy	Reduced	101,289	-2,396	$16,789,664	−21.7%	1.02%
ASML	Asml Holding NV Technology	Added	7,993	+204	$15,901,593	+54.6%	0.97%
ADP	Automatic Data Processing Inc Technology	Reduced	70,744	-770	$15,843,118	+9.0%	0.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	16,179	+3,231	$15,134,969	+17.3%	0.92%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	45,858	-835	$15,010,699	+9.3%	0.92%
NOW	ServiceNow, Inc. Technology	Added	148,037	+3,205	$14,697,113	−2.9%	0.90%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	27,571	+1,227	$14,514,477	−1.9%	0.89%
PH	Parker-Hannifin Corp Industrials	Reduced	14,533	-12	$14,215,017	+9.2%	0.87%
ATR	Aptargroup, Inc. Healthcare	Reduced	101,119	-48,853	$12,660,098	−33.0%	0.77%
META	Meta Platforms, Inc. Communication Services	Added	22,137	+110	$12,469,550	−1.1%	0.76%
BNDW	Vanguard Total World Bond ETF	Reduced	179,570	-1,739	$12,441,499	−1.2%	0.76%
ZBRA	Zebra Technologies Corp Technology	Reduced	43,560	-5,267	$11,467,605	+12.3%	0.70%
XYL	Xylem Inc. Industrials	Added	91,480	+2,381	$10,813,850	+1.6%	0.66%
PEP	Pepsico Inc Consumer Defensive	Added	77,794	+15,968	$10,533,307	+9.7%	0.64%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	66,070	+12,338	$10,009,605	+16.6%	0.61%
AFK	VanEck Africa Index ETF	Added	104,253	+23,202	$9,634,608	+43.1%	0.59%
CRM	Salesforce, Inc. Technology	Reduced	61,293	-22,946	$9,602,161	−38.9%	0.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	65,388	+9,926	$9,588,496	+19.7%	0.59%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	34,226	-15	$9,087,345	+6.5%	0.55%
ROP	Roper Technologies Inc Technology	Reduced	26,022	-10,653	$8,805,584	−32.1%	0.54%
MPWR	Monolithic Power Systems, Inc. Technology	Added	6,321	+1,777	$8,737,897	+75.9%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.