BOSTON FAMILY OFFICE LLC
CIK: 0001039807SEC EDGAR →
Portfolio Value
$1.6B
Holdings
310
As of
Q4 2025
New Positions
295
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc. | 286,427 | $77.9M | 4.94% |
| 2 | Microsoft Corporation | 137,970 | $66.7M | 4.23% |
| 3 | Alphabet Inc. Class C | 202,884 | $63.7M | 4.04% |
| 4 | Amazon.com, Inc. | 258,650 | $59.7M | 3.79% |
| 5 | Visa Inc. Class A | 138,224 | $48.5M | 3.07% |
| 6 | Union Pacific Corporation | 123,909 | $28.7M | 1.82% |
| 7 | Rockwell Automation, Inc. | 71,984 | $28.0M | 1.78% |
| 8 | Iqvia Holdings Inc | 120,218 | $27.1M | 1.72% |
| 9 | NVIDIA Corporation | 144,130 | $26.9M | 1.70% |
| 10 | Ecolab Inc. | 94,129 | $24.7M | 1.57% |
Quarterly Changes
Top Buys
New Positions (28)
$1.6M · 7K shares
$1.2M · 9K shares
$1.1M · 15K shares
$655K · 42K shares
$565K · 66K shares
$552K · 2K shares
$537K · 821 shares
$441K · 8K shares
$420K · 5K shares
$382K · 3K shares
$362K · 20K shares
$317K · 2K shares
$301K · 1K shares
$300K · 38K shares
$289K · 3K shares
$270K · 35K shares
$261K · 3K shares
$257K · 48 shares
$250K · 8K shares
$238K · 2K shares
$233K · 3K shares
$221K · 3K shares
$216K · 4K shares
$210K · 2K shares
$204K · 3K shares
$204K · 7K shares
$202K · 571 shares
$201K · 5K shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 48 | $320.1M | 24.4% |
| Financial Services | 108 | $282.8M | 21.6% |
| Industrials | 38 | $162.4M | 12.4% |
| Healthcare | 30 | $149.5M | 11.4% |
| Consumer Cyclical | 14 | $100.9M | 7.7% |
| Communication Services | 9 | $99.8M | 7.6% |
| Basic Materials | 6 | $54.6M | 4.2% |
| Energy | 10 | $35.3M | 2.7% |
| Consumer Defensive | 17 | $33.3M | 2.5% |
| Real Estate | 7 | $27.7M | 2.1% |
| Utilities | 5 | $23.1M | 1.8% |
| Unknown | 18 | $22.4M | 1.7% |