BOSTON FAMILY OFFICE LLC

Family Office

CIK

1039807

Location

BOSTON, MA

Portfolio Value

Small $192,305,969

Diversification

Diversified

Filing Date

Global Rank

#1,602 / 8,578 ▼ 40

Top Industry

Software - Infrastructure 7.5%

3Y Alpha vs SPY

-11.4%

Period ended 3 months ago

Filed May 13, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+29.7%

SPY

+74.2%

Annualised alpha

-11.3%

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

31.6%

−2.0 pts

HHI

185

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$324,068,123	47
Healthcare	16.0%	$192,305,969	32
Industrials	12.0%	$143,682,599	35
Financial Services	11.7%	$140,660,486	28
Consumer Cyclical	7.7%	$91,925,819	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	$24,438,760
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

32 positions · $192,305,969 total · Healthcare only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ALC	Alcon Inc Healthcare	Added	3,164	+8	$238,407	−4.1%	0.12%
LH	Labcorp Holdings Inc. Healthcare	Added	903	+53	$240,929	+13.0%	0.13%
MRNA	Moderna, Inc. Healthcare	NEW	5,315	NEW	$270,002	NEW	0.14%
PODD	Insulet Corp Healthcare	Held	1,900	0	$398,696	−26.2%	0.21%
MCK	Mckesson Corp Healthcare	Added	462	+107	$399,796	+37.3%	0.21%
WAT	Waters Corp /De/ Healthcare	Added	1,511	+532	$449,975	+21.0%	0.23%
NEOG	Neogen Corp Healthcare	Reduced	48,992	-118	$455,135	+32.6%	0.24%
CVS	CVS HEALTH Corp Healthcare	Added	6,815	+3,295	$489,453	+75.2%	0.25%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	1,116	+370	$498,338	+47.3%	0.26%
BDX	Becton Dickinson & Co Healthcare	Reduced	3,400	-623	$534,582	−12.9%	0.28%
HOLX	HOLOGIC INC Healthcare	Held	10,410	0	$786,891	+1.5%	0.41%
STE	STERIS plc Healthcare	Held	4,629	0	$1,023,610	−12.8%	0.53%
NVO	Novo Nordisk A S Healthcare	Reduced	35,040	-2,080	$1,287,720	−31.8%	0.67%
PFE	Pfizer Inc Healthcare	Reduced	53,537	-8,827	$1,503,318	−3.2%	0.78%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,601	-724	$1,515,574	−27.4%	0.79%
NVS	Novartis AG Healthcare	Added	10,627	+592	$1,623,274	+17.3%	0.84%
BMY	Bristol Myers Squibb Co Healthcare	Added	30,989	+927	$1,879,482	+15.9%	0.98%
BSX	Boston Scientific Corp Healthcare	Added	30,865	+1,241	$1,936,778	−31.4%	1.01%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	16,037	-303	$2,235,076	+11.4%	1.16%
MDT	Medtronic plc Healthcare	Reduced	27,251	-182	$2,361,299	−10.4%	1.23%
AMGN	Amgen Inc Healthcare	Added	10,401	+1,234	$3,659,591	+22.0%	1.90%
MRK	Merck & Co., Inc. Healthcare	Reduced	45,466	-958	$5,469,105	+11.9%	2.84%
DHR	Danaher Corp /De/ Healthcare	Reduced	38,987	-336	$7,391,935	−17.9%	3.84%
ABT	Abbott Laboratories Healthcare	Reduced	81,024	-1,601	$8,318,734	−19.6%	4.33%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	26,344	-711	$14,802,430	−19.1%	7.70%
ABBV	AbbVie Inc. Healthcare	Reduced	71,162	-61	$15,477,023	−4.9%	8.05%
JNJ	Johnson & Johnson Healthcare	Reduced	68,879	-4,583	$16,836,782	+10.7%	8.76%
LLY	ELI LILLY & Co Healthcare	Reduced	18,845	-96	$17,333,065	−14.8%	9.01%
ATR	Aptargroup, Inc. Healthcare	Reduced	149,972	-7,647	$18,899,471	−1.7%	9.83%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	40,308	+199	$19,812,591	−14.8%	10.30%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	116,617	-3,601	$19,887,863	−26.6%	10.34%
SYK	Stryker Corp Healthcare	Added	73,919	+4,539	$24,289,044	−0.4%	12.63%