BOSTON FAMILY OFFICE LLC

Family Office

CIK

1039807

Location

BOSTON, MA

Portfolio Value

Mid $1,403,871,373

Diversification

Diversified

Filing Date

Global Rank

#1,576 / 8,517 ▼ 7

Top Industry

Software - Infrastructure 8.8%

3Y Alpha vs SPY

-2.7%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+62.1%

SPY

+75.3%

Annualised alpha

-3.1%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.9%

+0.2 pts

Top 5

22.6%

+0.6 pts

Top 10

35.6%

+2.6 pts

HHI

200

Diversified+11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$385,608,644	46
Healthcare	13.6%	$190,538,314	31
Industrials	11.7%	$164,207,628	38
Financial Services	10.9%	$153,246,727	29
Communication Services	7.8%	$109,862,650	10
Unclassified	7.1%	$99,637,646	13
Consumer Cyclical	6.8%	$95,028,205	15
Consumer Defensive	4.1%	$58,002,426	19
Basic Materials	4.1%	$57,938,326	7
Energy	2.5%	$35,758,522	11
Real Estate	2.0%	$28,100,038	7
Utilities	1.8%	$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
NVDA	Nvidia Corp	+26,167	191,826	$38,382,464
ANET	Arista Networks, Inc.	+19,036	26,958	$4,579,625
PEP	Pepsico Inc	+15,968	77,794	$10,533,307
VCRM	Vanguard Core Tax-Exempt Bond ETF	+15,672	30,812	$2,354,036
TJX	Tjx Companies Inc /De/	+12,338	66,070	$10,009,605
VXF	Vanguard Extended Market ETF	+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
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
BSX	Boston Scientific Corp	+5,140	36,005	$1,536,693
MRSH	Marsh & Mclennan Companies, Inc.	+4,964	102,145	$17,024,507
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
NOW	ServiceNow, Inc.	+3,205	148,037	$14,697,113
XYL	Xylem Inc.	+2,381	91,480	$10,813,850
PLD	Prologis, Inc.	+2,215	12,237	$1,657,746
BKNG	Booking Holdings Inc.	+2,112	2,195	$391,236
NVO	Novo Nordisk A S	+1,901	36,941	$1,770,951
MPWR	Monolithic Power Systems, Inc.	+1,777	6,321	$8,737,897
SLB	Slb Limited/Nv	+1,654	6,499	$302,138
AVGO	Broadcom Inc.	+1,515	5,039	$1,903,482
TYL	Tyler Technologies Inc	+1,487	5,780	$1,690,418
STWD	Starwood Property Trust, Inc.	+1,284	64,759	$1,060,752
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
VIG	Vanguard Dividend Appreciation ETF	−4,979	58,935	$13,945,199
NEE	Nextera Energy Inc	−4,593	260,532	$22,866,893
DHR	Danaher Corp /De/	−4,417	34,570	$6,584,893
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

10 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
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
HOLX	HOLOGIC INC	10,410	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

231 tracked positions · $1,403,871,373 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 231 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	284,321	-2,618	$82,271,124	+13.0%	5.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	222,034	-16,965	$78,672,232	+14.7%	5.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	236,311	-13,868	$56,322,363	+8.1%	4.01%
MSFT	Microsoft Corp Technology	Added	143,994	+7,020	$53,712,641	+5.9%	3.83%
PANW	Palo Alto Networks Inc Technology	Reduced	135,164	-2,525	$46,093,627	+108.8%	3.28%
V	Visa Inc. Financial Services	Reduced	131,573	-1,510	$45,141,380	+12.2%	3.22%
NVDA	Nvidia Corp Technology	Added	191,826	+26,167	$38,382,464	+32.9%	2.73%
SPY	Spdr S&P 500 ETF Trust	Added	45,064	+881	$33,652,443	+17.1%	2.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	57,502	+863	$32,515,173	+5.8%	2.32%
UNP	Union Pacific Corp Industrials	Reduced	119,221	-3,276	$32,428,112	+9.1%	2.31%
ROK	Rockwell Automation, Inc Industrials	Reduced	62,263	-2,631	$30,825,166	+32.4%	2.20%
ECL	Ecolab Inc. Basic Materials	Reduced	88,605	-822	$24,686,239	+3.8%	1.76%
SYK	Stryker Corp Healthcare	Reduced	73,821	-98	$23,241,803	−4.3%	1.66%
SPGI	S&P Global Inc. Financial Services	Reduced	57,068	-389	$23,241,512	−4.9%	1.66%
NEE	Nextera Energy Inc Utilities	Reduced	260,532	-4,593	$22,866,893	−7.1%	1.63%
LLY	ELI LILLY & Co Healthcare	Reduced	18,325	-520	$21,979,556	+26.8%	1.57%
VXF	Vanguard Extended Market ETF	Added	84,873	+11,718	$20,896,581	+38.8%	1.49%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	107,121	-9,496	$20,697,919	+4.1%	1.47%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	69,393	-2,833	$20,344,639	−3.0%	1.45%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	39,623	-685	$19,865,387	+0.3%	1.42%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	118,246	-1,615	$19,341,498	−6.5%	1.38%
ABBV	AbbVie Inc. Healthcare	Reduced	69,593	-1,569	$17,512,382	+13.2%	1.25%
ETN	Eaton Corp plc Industrials	Reduced	41,088	-69	$17,508,418	+18.9%	1.25%
JNJ	Johnson & Johnson Healthcare	Reduced	68,219	-660	$17,325,579	+2.9%	1.23%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	102,145	+4,964	$17,024,507	+1.0%	1.21%
CVX	Chevron Corp Energy	Reduced	101,289	-2,396	$16,789,664	−21.7%	1.20%
ASML	Asml Holding NV Technology	Added	7,993	+204	$15,901,593	+54.6%	1.13%
ADP	Automatic Data Processing Inc Technology	Reduced	70,744	-770	$15,843,118	+9.0%	1.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	16,179	+3,231	$15,134,969	+17.3%	1.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	45,858	-835	$15,010,699	+9.3%	1.07%
NOW	ServiceNow, Inc. Technology	Added	148,037	+3,205	$14,697,113	−2.9%	1.05%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	27,571	+1,227	$14,514,477	−1.9%	1.03%
PH	Parker-Hannifin Corp Industrials	Reduced	14,533	-12	$14,215,017	+9.2%	1.01%
VIG	Vanguard Dividend Appreciation ETF	Reduced	58,935	-4,979	$13,945,199	+1.5%	0.99%
ATR	Aptargroup, Inc. Healthcare	Reduced	101,119	-48,853	$12,660,098	−33.0%	0.90%
META	Meta Platforms, Inc. Communication Services	Added	22,137	+110	$12,469,550	−1.1%	0.89%
ZBRA	Zebra Technologies Corp Technology	Reduced	43,560	-5,267	$11,467,605	+12.3%	0.82%
XYL	Xylem Inc. Industrials	Added	91,480	+2,381	$10,813,850	+1.6%	0.77%
PEP	Pepsico Inc Consumer Defensive	Added	77,794	+15,968	$10,533,307	+9.7%	0.75%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	66,070	+12,338	$10,009,605	+16.6%	0.71%
CRM	Salesforce, Inc. Technology	Reduced	61,293	-22,946	$9,602,161	−38.9%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	65,388	+9,926	$9,588,496	+19.7%	0.68%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	34,226	-15	$9,087,345	+6.5%	0.65%
ROP	Roper Technologies Inc Technology	Reduced	26,022	-10,653	$8,805,584	−32.1%	0.63%
MPWR	Monolithic Power Systems, Inc. Technology	Added	6,321	+1,777	$8,737,897	+75.9%	0.62%
ADI	Analog Devices Inc Technology	Reduced	21,138	-717	$8,395,379	+20.7%	0.60%
EOG	Eog Resources Inc Energy	Reduced	64,334	-1,230	$8,346,049	−11.9%	0.59%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	11,191	+110	$7,871,077	+15.2%	0.56%
SHW	Sherwin Williams Co Basic Materials	Reduced	22,814	-254	$7,855,316	+6.2%	0.56%
DIS	Walt Disney Co Communication Services	Reduced	79,592	-2,771	$7,660,730	−3.5%	0.55%

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.