BOSTON FAMILY OFFICE LLC

Family Office

CIK

1039807

Location

BOSTON, MA

Portfolio Value

Mid $1,197,476,320

Diversification

Diversified

Filing Date

Global Rank

#1,601 / 8,607 ▼ 14 · as of Mar 2026

Top Industry

Software - Infrastructure 7.4%

3Y Alpha vs SPY

-10.8%

Period ended 3 months ago

Filed May 13, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+31.6%

SPY

+75.2%

Annualised alpha

-11.0%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

220 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.1%

−0.0 pts

Top 5

20.5%

−2.0 pts

Top 10

31.7%

−1.9 pts

HHI

186

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$323,114,742	47
Healthcare	16.1%	$192,305,969	32
Industrials	12.0%	$143,395,855	35
Financial Services	11.6%	$139,342,595	28
Consumer Cyclical	7.6%	$91,590,341	15
Basic Materials	4.7%	$56,653,298	6
Consumer Defensive	4.7%	$56,612,236	19
Communication Services	4.4%	$53,083,019	10
Energy	3.6%	$43,453,799	11
Unclassified	3.5%	$41,482,111	5
Real Estate	2.4%	$28,635,449	7
Utilities	2.3%	$27,806,906	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+24,009	93,366	$8,977,140
NVDA	Nvidia Corp	+21,529	165,659	$28,890,929
PANW	Palo Alto Networks Inc	+14,200	137,689	$22,074,300
STWD	Starwood Property Trust, Inc.	+10,470	63,475	$1,093,039
PLD	Prologis, Inc.	+7,540	10,022	$1,324,707
MKC	Mccormick & Co Inc	+5,537	147,687	$7,449,332
GE	General Electric Co	+5,302	7,163	$2,032,644
ORLY	O Reilly Automotive Inc	+5,292	13,798	$1,273,693
META	Meta Platforms, Inc.	+4,616	22,027	$12,602,307
SYK	Stryker Corp	+4,539	73,919	$24,289,044
AXP	American Express Co	+4,025	16,935	$5,122,498
IAU	Ishares Gold Trust	+3,999	12,420	$1,094,947
CVS	CVS HEALTH Corp	+3,295	6,815	$489,453
PH	Parker-Hannifin Corp	+3,286	14,545	$13,021,265
DIS	Walt Disney Co	+3,091	82,363	$7,938,145
BAC	Bank Of America Corp /De/	+2,288	10,309	$502,563
PLTR	Palantir Technologies Inc.	+2,255	39,985	$5,849,005
CSCO	Cisco Systems, Inc.	+1,999	20,248	$1,571,042
RPM	Rpm International Inc/De/	+1,997	29,532	$2,935,480
IBM	International Business Machines Corp	+1,955	5,485	$1,329,509
SPGI	S&P Global Inc.	+1,755	57,457	$23,120,869
JPM	Jpmorgan Chase & Co	+1,735	46,693	$13,735,212
ITW	Illinois Tool Works Inc	+1,596	12,541	$3,264,296
MCD	Mcdonalds Corp	+1,563	29,788	$9,257,812
WM	Waste Management Inc	+1,409	18,526	$4,257,089
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−8,827	53,537	$1,503,318
AMZN	Amazon Com Inc	−8,471	250,179	$52,104,780
GLW	Corning Inc /Ny	−8,068	24,487	$3,329,497
ATR	Aptargroup, Inc.	−7,647	149,972	$18,899,471
ROK	Rockwell Automation, Inc	−7,090	64,894	$23,289,158
SPY	Spdr S&P 500 ETF Trust	−6,510	44,183	$28,733,972
CVX	Chevron Corp	−6,304	103,685	$21,452,426
NEE	Nextera Energy Inc	−6,156	265,125	$24,624,810
CRM	Salesforce, Inc.	−5,198	84,239	$15,724,894
EOG	Eog Resources Inc	−5,172	65,564	$9,478,587
V	Visa Inc.	−5,141	133,083	$40,223,005
NKE	NIKE, Inc.	−4,771	122,406	$6,465,484
ECL	Ecolab Inc.	−4,702	89,427	$23,789,370
JNJ	Johnson & Johnson	−4,583	68,879	$16,836,782
PG	PROCTER & GAMBLE Co	−4,551	55,462	$8,010,931
LOW	Lowes Companies Inc	−4,168	15,457	$3,652,179
WY	Weyerhaeuser Co	−4,135	14,831	$362,321
BRK-B	Berkshire Hathaway Inc	−3,918	56,634	$27,139,012
IQV	Iqvia Holdings Inc.	−3,601	116,617	$19,887,863
ROP	Roper Technologies Inc	−3,546	36,675	$12,977,815
ZBRA	Zebra Technologies Corp	−3,157	48,827	$10,208,749
QCOM	Qualcomm Inc/De	−2,773	13,774	$1,773,815
GOOGL	Alphabet Inc.	−2,339	57,134	$16,429,453
AMT	American Tower Corp /Ma/	−2,314	119,861	$20,685,611
NOW	ServiceNow, Inc.	−2,145	144,832	$15,142,185
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SPOT	Spotify Technology S.A.	6,053	$2,935,160
ANET	Arista Networks, Inc.	7,922	$972,663
AMP	Ameriprise Financial Inc	1,458	$647,935
WEC	Wec Energy Group, Inc.	5,211	$603,277
MPC	Marathon Petroleum Corp	1,916	$467,848
INFQ	Infleqtion, Inc.	42,000	$412,020
EQIX	Equinix Inc	340	$333,281
MRNA	Moderna, Inc.	5,315	$270,002
SLB	Slb Limited/Nv	4,845	$248,984
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	6,733	$1,598,279
STT	State Street Corp	9,486	$1,223,788
ROOT	Root, Inc.	6,869	$496,147
CTSH	Cognizant Technology Solutions Corp	3,120	$258,960
SSNC	SS&C Technologies Holdings Inc	2,840	$248,272
AME	Ametek Inc/	1,085	$222,761
LAMR	Lamar Advertising Co/New	1,695	$214,553
UL	Unilever PLC	3,120	$204,048
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	7,152	$203,975
CPRT	Copart Inc	5,200	$203,580
CEG	Constellation Energy Corp	571	$201,717
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

220 positions · $1,197,476,320 total · as of Mar 31, 2026

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

Showing 1–50 of 220 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	286,939	+512	$72,822,248	−6.5%	6.08%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	250,179	-8,471	$52,104,780	−12.7%	4.35%
MSFT	Microsoft Corp Technology	Reduced	136,974	-996	$50,703,665	−24.0%	4.23%
V	Visa Inc. Financial Services	Reduced	133,083	-5,141	$40,223,005	−17.0%	3.36%
UNP	Union Pacific Corp Industrials	Reduced	122,497	-1,412	$29,720,222	+3.7%	2.48%
NVDA	Nvidia Corp Technology	Added	165,659	+21,529	$28,890,929	+7.5%	2.41%
SPY	Spdr S&P 500 ETF Trust	Reduced	44,183	-6,510	$28,733,972	−16.9%	2.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	56,634	-3,918	$27,139,012	−10.8%	2.27%
NEE	Nextera Energy Inc Utilities	Reduced	265,125	-6,156	$24,624,810	+13.1%	2.06%
SYK	Stryker Corp Healthcare	Added	73,919	+4,539	$24,289,044	−0.4%	2.03%
ECL	Ecolab Inc. Basic Materials	Reduced	89,427	-4,702	$23,789,370	−3.7%	1.99%
ROK	Rockwell Automation, Inc Industrials	Reduced	64,894	-7,090	$23,289,158	−16.8%	1.94%
SPGI	S&P Global Inc. Financial Services	Added	57,457	+1,755	$23,120,869	−16.0%	1.93%
PANW	Palo Alto Networks Inc Technology	Added	137,689	+14,200	$22,074,300	−3.0%	1.84%
CVX	Chevron Corp Energy	Reduced	103,685	-6,304	$21,452,426	+28.0%	1.79%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	72,226	-700	$20,980,930	+16.5%	1.75%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	119,861	-2,314	$20,685,611	−3.6%	1.73%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	116,617	-3,601	$19,887,863	−26.6%	1.66%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	40,308	+199	$19,812,591	−14.8%	1.65%
ATR	Aptargroup, Inc. Healthcare	Reduced	149,972	-7,647	$18,899,471	−1.7%	1.58%
LLY	ELI LILLY & Co Healthcare	Reduced	18,845	-96	$17,333,065	−14.8%	1.45%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	97,181	-846	$16,856,044	−7.3%	1.41%
JNJ	Johnson & Johnson Healthcare	Reduced	68,879	-4,583	$16,836,782	+10.7%	1.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	57,134	-2,339	$16,429,453	−11.7%	1.37%
CRM	Salesforce, Inc. Technology	Reduced	84,239	-5,198	$15,724,894	−33.6%	1.31%
ABBV	AbbVie Inc. Healthcare	Reduced	71,162	-61	$15,477,023	−4.9%	1.29%
NOW	ServiceNow, Inc. Technology	Reduced	144,832	-2,145	$15,142,185	−32.7%	1.26%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	26,344	-711	$14,802,430	−19.1%	1.24%
ETN	Eaton Corp plc Industrials	Reduced	41,157	-289	$14,720,624	+11.5%	1.23%
ADP	Automatic Data Processing Inc Technology	Reduced	71,514	-2,131	$14,530,214	−23.3%	1.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	46,693	+1,735	$13,735,212	−5.2%	1.15%
PH	Parker-Hannifin Corp Industrials	Added	14,545	+3,286	$13,021,265	+31.6%	1.09%
ROP	Roper Technologies Inc Technology	Reduced	36,675	-3,546	$12,977,815	−27.5%	1.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	12,948	-588	$12,901,775	+10.5%	1.08%
META	Meta Platforms, Inc. Communication Services	Added	22,027	+4,616	$12,602,307	+9.7%	1.05%
XYL	Xylem Inc. Industrials	Added	89,099	+513	$10,647,330	−11.7%	0.89%
ASML	Asml Holding NV Technology	Added	7,789	+18	$10,287,944	+23.7%	0.86%
ZBRA	Zebra Technologies Corp Technology	Reduced	48,827	-3,157	$10,208,749	−19.1%	0.85%
PEP	Pepsico Inc Consumer Defensive	Reduced	61,826	-1,607	$9,600,959	+5.5%	0.80%
EOG	Eog Resources Inc Energy	Reduced	65,564	-5,172	$9,478,587	+27.6%	0.79%
MCD	Mcdonalds Corp Consumer Cyclical	Added	29,788	+1,563	$9,257,812	+7.3%	0.77%
NFLX	Netflix Inc Communication Services	Added	93,366	+24,009	$8,977,140	+38.0%	0.75%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	53,732	-2,029	$8,581,000	+0.2%	0.72%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	34,241	-236	$8,528,748	+3.2%	0.71%
ABT	Abbott Laboratories Healthcare	Reduced	81,024	-1,601	$8,318,734	−19.6%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	55,462	-4,551	$8,010,931	−6.9%	0.67%
DIS	Walt Disney Co Communication Services	Added	82,363	+3,091	$7,938,145	−12.0%	0.66%
TEL	TE Connectivity plc Technology	Added	37,193	+1,105	$7,774,080	−5.3%	0.65%
MKC	Mccormick & Co Inc Consumer Defensive	Added	147,687	+5,537	$7,449,332	−23.1%	0.62%
SHW	Sherwin Williams Co Basic Materials	Reduced	23,068	-658	$7,394,447	−3.8%	0.62%