BOSTON FAMILY OFFICE LLC

CIK
0001039807
City
BOSTON
State / Country
MA

Top Portfolio Positions

204 positions · $1,159,174,175 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
286,427 $77,868,044 6.72%
MSFT
Microsoft Corp
Technology
137,970 $66,725,051 5.76%
AMZN
Amazon Com Inc
258,650 $59,701,593 5.15%
V
Visa Inc.
Financial Services
138,224 $48,476,539 4.18%
SPY
Spdr S&P 500 Etf Trust
50,693 $34,568,570 2.98%
SPGI
S&P Global Inc.
55,702 $29,109,308 2.51%
UNP
Union Pacific Corp
Industrials
123,909 $28,662,629 2.47%
ROK
Rockwell Automation, Inc
71,984 $28,006,814 2.42%
NVDA
Nvidia Corp
Technology
144,130 $26,880,245 2.32%
SYK
Stryker Corp
69,380 $24,384,988 2.10%

Portfolio Trend

24 quarters · across all stocks

Holdings in QQQX

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Report Date Value (USD) Shares
2025-12-31 $203,975 7,152