BOSTON FAMILY OFFICE LLC
CIK: 0001039807Latest portfolio: $1.6B · Q4 2025
Holdings
310
Total Value
$1.6B
New Positions
26
Closed Positions
13
Top Holdings
View All 310 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLApple Inc. | 286,427 | $77.9M | 4.94% | -8,406 | |
| 2 | MSFTMicrosoft Corporation | 137,970 | $66.7M | 4.23% | -1,598 | |
| 3 | GOOGAlphabet Inc. Class C | 202,884 | $63.7M | 4.04% | -5,377 | |
| 4 | AMZNAmazon.com, Inc. | 258,650 | $59.7M | 3.79% | +2K | |
| 5 | VVisa Inc. Class A | 138,224 | $48.5M | 3.07% | +251 | |
| 6 | VOOVanguard S&P 500 ETF | 61,006 | $38.3M | 2.43% | +4K | |
| 7 | SPYSPDR S&P 500 ETF Trust | 50,693 | $34.6M | 2.19% | +2K | |
| 8 | BRK/BBerkshire Hathaway Inc. Class B | 60,552 | $30.4M | 1.93% | +2K | |
| 9 | SPGIS&P Global, Inc. | 55,702 | $29.1M | 1.85% | +735 | |
| 10 | UNPUnion Pacific Corporation | 123,909 | $28.7M | 1.82% | -2,600 | |
| 11 | ROKRockwell Automation, Inc. | 71,984 | $28.0M | 1.78% | -2,564 | |
| 12 | IQVIqvia Holdings Inc | 120,218 | $27.1M | 1.72% | -10 | |
| 13 | NVDANVIDIA Corporation | 144,130 | $26.9M | 1.70% | +3K | |
| 14 | ECLEcolab Inc. | 94,129 | $24.7M | 1.57% | -417 | |
| 15 | SYKStryker Corporation | 69,380 | $24.4M | 1.55% | +3K | |
| 16 | CRMSalesforce, Inc. | 89,437 | $23.7M | 1.50% | +266 | |
| 17 | TMOThermo Fisher Scientific Inc. | 40,109 | $23.2M | 1.47% | -875 | |
| 18 | PANWPalo Alto Networks, Inc. | 123,489 | $22.7M | 1.44% | +5K | |
| 19 | NOWServiceNow, Inc. | 146,977 | $22.5M | 1.43% | +121K | |
| 20 | NEENextEra Energy, Inc. | 271,281 | $21.8M | 1.38% | -5,973 | |
| 21 | AMTAmerican Tower Corporation | 122,175 | $21.4M | 1.36% | -1,130 | |
| 22 | LLYEli Lilly and Company | 18,941 | $20.4M | 1.29% | +17 | |
| 23 | ATRAptargroup, Inc. | 157,619 | $19.2M | 1.22% | -1,666 | |
| 24 | ADPAutomatic Data Processing, Inc. | 73,645 | $18.9M | 1.20% | -275 | |
| 25 | GOOGLAlphabet Inc. Class A | 59,473 | $18.6M | 1.18% | -227 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.786866725268802e+172T)
Industrials0.0% ($2.8663280071894417e+129T)
Healthcare0.0% ($2.709824385232412e+109T)
Unknown0.0% ($3.043654795081378e+56T)
Consumer Defensive0.0% ($1.1673910486003123e+50T)
Consumer Cyclical0.0% ($5.970186268565811e+39T)
Communication Services0.0% ($6.366518615114939e+25T)
Energy0.0% ($1.6763742842842377e+25T)
Basic Materials0.0% ($247111801476882.9T)
Real Estate0.0% ($214504091955449.3T)
Utilities0.0% ($21778537.3T)
Filing History
Fund Information
BOSTON FAMILY OFFICE LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.6B across 310 holdings. The largest position is Apple Inc. (AAPL), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 28 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.