Institutional Manager · CIK 0001039807
BOSTON FAMILY OFFICE LLC
BOSTON, MA · File #028-06344
Latest AUM
$1.6M
Positions
310
Top-10 Concentration
41.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025310 pos · $1.6M
- 13F HOLDINGS REPORTQ/E Sep 2025296 pos · $1.6M
- 13F HOLDINGS REPORTQ/E Jun 2025286 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Mar 2025281 pos · $1.4M
- 13F HOLDINGS REPORTQ/E Dec 2024275 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Sep 2024277 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Jun 2024265 pos · $1.4M
- 13F HOLDINGS REPORTQ/E Mar 2024264 pos · $1.4M
- 13F HOLDINGS REPORTQ/E Dec 2023253 pos · $1.2M
- 13F HOLDINGS REPORTQ/E Sep 2023260 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Jun 2023260 pos · $1.2M
- 13F HOLDINGS REPORTQ/E Mar 2023267 pos · $1.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Apple Inc. | AAPL | 286,427 | $77,868 | 6.81% |
| 2 | Microsoft Corporation | MSFT | 137,970 | $66,725 | 5.84% |
| 3 | Alphabet Inc. Class C | GOOG | 202,884 | $63,665 | 5.57% |
| 4 | Amazon.com, Inc. | AMZN | 258,650 | $59,701 | 5.22% |
| 5 | Visa Inc. Class A | V | 138,224 | $48,477 | 4.24% |
| 6 | Vanguard S&P 500 ETF | 922908363 | 61,006 | $38,259 | 3.35% |
| 7 | SPDR S&P 500 ETF Trust | SPY | 50,693 | $34,568 | 3.02% |
| 8 | Berkshire Hathaway Inc. Class B | BRK-A | 60,552 | $30,436 | 2.66% |
| 9 | S&P Global, Inc. | SPGI | 55,702 | $29,109 | 2.55% |
| 10 | Union Pacific Corporation | UNP | 123,909 | $28,663 | 2.51% |
| 11 | Rockwell Automation, Inc. | ROK | 71,984 | $28,007 | 2.45% |
| 12 | Iqvia Holdings Inc | IQV | 120,218 | $27,098 | 2.37% |
| 13 | NVIDIA Corporation | NVDA | 144,130 | $26,880 | 2.35% |
| 14 | Ecolab Inc. | ECL | 94,129 | $24,711 | 2.16% |
| 15 | Stryker Corporation | SYK | 69,380 | $24,385 | 2.13% |
| 16 | Salesforce, Inc. | CRM | 89,437 | $23,693 | 2.07% |
| 17 | Thermo Fisher Scientific Inc. | TMO | 40,109 | $23,241 | 2.03% |
| 18 | Palo Alto Networks, Inc. | PANW | 123,489 | $22,747 | 1.99% |
| 19 | ServiceNow, Inc. | NOW | 146,977 | $22,515 | 1.97% |
| 20 | NextEra Energy, Inc. | NEE-PW | 271,281 | $21,778 | 1.91% |