BOSTON FAMILY OFFICE LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.6B
Holdings
296
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (296 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc. | 294,833 | $75.1M | 4.78% | |
| 2 | MSFTMicrosoft Corporation | 139,568 | $72.3M | 4.60% | |
| 3 | AMZNAmazon.com, Inc. | 256,718 | $56.4M | 3.59% | |
| 4 | GOOGAlphabet Inc. Class C | 208,261 | $50.7M | 3.23% | |
| 5 | VVisa Inc. Class A | 137,973 | $47.1M | 3.00% | |
| 6 | VOOVanguard S&P 500 ETF | 57,429 | $35.2M | 2.24% | |
| 7 | SPYSPDR S&P 500 ETF Trust | 48,992 | $32.6M | 2.08% | |
| 8 | UNPUnion Pacific Corporation | 126,509 | $29.9M | 1.90% | |
| 9 | BRK/BBerkshire Hathaway Inc. Class B | 58,964 | $29.6M | 1.89% | |
| 10 | SPGIS&P Global, Inc. | 54,967 | $26.8M | 1.70% | |
| 11 | NVDANVIDIA Corporation | 140,985 | $26.3M | 1.67% | |
| 12 | ROKRockwell Automation, Inc. | 74,548 | $26.1M | 1.66% | |
| 13 | ECLEcolab Inc. | 94,546 | $25.9M | 1.65% | |
| 14 | SYKStryker Corporation | 66,385 | $24.5M | 1.56% | |
| 15 | PANWPalo Alto Networks, Inc. | 118,659 | $24.2M | 1.54% | |
| 16 | NOWServiceNow, Inc. | 26,099 | $24.0M | 1.53% | |
| 17 | AMTAmerican Tower Corporation | 123,305 | $23.7M | 1.51% | |
| 18 | IQVIqvia Holdings Inc | 120,228 | $22.8M | 1.45% | |
| 19 | APDAir Products and Chemicals, Inc. | 81,551 | $22.2M | 1.42% | |
| 20 | MRSHMarsh & McLennan Companies, Inc. | 108,928 | $21.9M | 1.40% | |
| 21 | ADPAutomatic Data Processing, Inc. | 73,920 | $21.7M | 1.38% | |
| 22 | ATRAptargroup, Inc. | 159,285 | $21.3M | 1.36% | |
| 23 | CRMSalesforce, Inc. | 89,171 | $21.1M | 1.35% | |
| 24 | NEENextEra Energy, Inc. | 277,254 | $20.9M | 1.33% | |
| 25 | ROPRoper Technologies, Inc. | 41,149 | $20.5M | 1.31% | |
| 26 | TMOThermo Fisher Scientific Inc. | 40,984 | $19.9M | 1.26% | |
| 27 | IDXXIDEXX Laboratories, Inc. | 27,667 | $17.7M | 1.12% | |
| 28 | CVXChevron Corporation | 112,854 | $17.5M | 1.12% | |
| 29 | ABBVAbbVie, Inc. | 75,095 | $17.4M | 1.11% | |
| 30 | SNPSSynopsys, Inc. | 34,892 | $17.2M | 1.10% | |
| 31 | ETNEaton Corp. PLC | 41,455 | $15.5M | 0.99% | |
| 32 | ZBRAZebra Technologies Corporation Class A | 52,116 | $15.5M | 0.99% | |
| 33 | GOOGLAlphabet Inc. Class A | 59,700 | $14.5M | 0.92% | |
| 34 | JPMJPMorgan Chase & Co. | 45,962 | $14.5M | 0.92% | |
| 35 | LLYEli Lilly and Company | 18,924 | $14.4M | 0.92% | |
| 36 | MCXMcCormick & Company, Inc. | 209,383 | $14.0M | 0.89% | |
| 37 | JNJJohnson & Johnson | 74,931 | $13.9M | 0.88% | |
| 38 | VTIPVanguard Short-Term Inflation-Protected ETF | 265,645 | $13.4M | 0.86% | |
| 39 | VXFVanguard Extended Market ETF | 63,985 | $13.4M | 0.85% | |
| 40 | ADBEAdobe Inc. | 37,960 | $13.4M | 0.85% | |
| 41 | XYLXylem Inc. | 90,088 | $13.3M | 0.85% | |
| 42 | VIGVanguard Dividend Appreciation ETF | 55,375 | $11.9M | 0.76% | |
| 43 | COSTCostco Wholesale Corporation | 12,659 | $11.7M | 0.75% | |
| 44 | ABTAbbott Laboratories | 87,389 | $11.7M | 0.74% | |
| 45 | VTIVanguard Total Stock Market ETF | 31,597 | $10.4M | 0.66% | |
| 46 | METAMeta Platforms | 13,055 | $9.6M | 0.61% | |
| 47 | PGProcter & Gamble Company | 60,279 | $9.3M | 0.59% | |
| 48 | PEPPepsiCo, Inc. | 65,440 | $9.2M | 0.58% | |
| 49 | NKENIKE, Inc. Class B | 130,763 | $9.1M | 0.58% | |
| 50 | DISWalt Disney Company | 79,201 | $9.1M | 0.58% | |
| 51 | PHParker-Hannifin Corporation | 11,334 | $8.6M | 0.55% | |
| 52 | TELTE Connectivity PLC | 39,058 | $8.6M | 0.55% | |
| 53 | HDHome Depot, Inc. | 20,431 | $8.3M | 0.53% | |
| 54 | SHWSherwin-Williams Company | 23,825 | $8.3M | 0.53% | |
| 55 | LECOLincoln Electric Holdings, Inc. | 34,477 | $8.1M | 0.52% | |
| 56 | MCDMcDonald's Corporation | 26,283 | $8.0M | 0.51% | |
| 57 | DHRDanaher Corporation | 40,164 | $8.0M | 0.51% | |
| 58 | EOGEOG Resources, Inc. | 70,769 | $7.9M | 0.51% | |
| 59 | TJXTJX Companies Inc | 54,289 | $7.8M | 0.50% | |
| 60 | ASMLASML Holding NV ADR | 7,923 | $7.7M | 0.49% | |
| 61 | MDYSPDR S&P Midcap 400 ETF Trust | 12,720 | $7.6M | 0.48% | |
| 62 | NFLXNetflix Inc | 5,954 | $7.1M | 0.45% | |
| 63 | VCSHVanguard Short-Term Corporate Bond ETF | 88,660 | $7.1M | 0.45% | |
| 64 | IJRiShares Core S&P Small Cap ETF | 58,317 | $6.9M | 0.44% | |
| 65 | PLTRPalantir Technologies Inc | 37,855 | $6.9M | 0.44% | |
| 66 | VRPInvesco Variable Rate Preferred ETF | 239,429 | $5.9M | 0.38% | |
| 67 | MOATVanEck Morningstar Wide Moat ETF | 57,979 | $5.7M | 0.37% | |
| 68 | IBTGiShares iBonds Treasury 2026 | 238,581 | $5.5M | 0.35% | |
| 69 | ADIAnalog Devices, Inc. | 21,638 | $5.3M | 0.34% | |
| 70 | IBTHiShares iBonds Treasury 2027 | 235,875 | $5.3M | 0.34% | |
| 71 | NDQInvesco QQQ Trust | 8,674 | $5.2M | 0.33% | |
| 72 | ZTSZoetis, Inc. Class A | 35,181 | $5.1M | 0.33% | |
| 73 | LOWLowe's Companies, Inc. | 19,650 | $4.9M | 0.31% | |
| 74 | VCRBVanguard Core Bond ETF | 62,906 | $4.9M | 0.31% | |
| 75 | IBTIiShares iBonds Treasury 2028 | 214,224 | $4.8M | 0.31% | |
| 76 | NSRGYNestle S.A. Sponsored ADR | 52,232 | $4.8M | 0.31% | |
| 77 | BSVVanguard Short-Term Bond ETF | 60,488 | $4.8M | 0.30% | |
| 78 | TTTrane Technologies plc | 11,296 | $4.8M | 0.30% | |
| 79 | HUBBHubbell Incorporated Class B | 10,618 | $4.6M | 0.29% | |
| 80 | WELLWelltower, Inc. | 25,659 | $4.6M | 0.29% | |
| 81 | IVViShares Core S&P 500 ETF | 6,609 | $4.4M | 0.28% | |
| 82 | AXPAmerican Express Company | 13,105 | $4.4M | 0.28% | |
| 83 | WMWaste Management, Inc. | 18,374 | $4.1M | 0.26% | |
| 84 | ORCLOracle Corporation | 14,335 | $4.0M | 0.26% | |
| 85 | XOMExxon Mobil Corporation | 35,622 | $4.0M | 0.26% | |
| 86 | MRKMerck & Co., Inc. | 45,788 | $3.8M | 0.24% | |
| 87 | VGSHVanguard Short-Term Treasury ETF | 65,202 | $3.8M | 0.24% | |
| 88 | RPMRPM International Inc. | 29,985 | $3.5M | 0.22% | |
| 89 | IJHiShares Core S&P Mid-Cap ETF | 53,960 | $3.5M | 0.22% | |
| 90 | IVWiShares S&P 500 Growth ETF | 27,399 | $3.3M | 0.21% | |
| 91 | GISGeneral Mills, Inc. | 65,466 | $3.3M | 0.21% | |
| 92 | VEAVanguard FTSE Developed Markets ETF | 51,135 | $3.1M | 0.20% | |
| 93 | TSMTaiwan Semiconductor MFG. | 10,865 | $3.0M | 0.19% | |
| 94 | CLXClorox Company | 24,463 | $3.0M | 0.19% | |
| 95 | ITWIllinois Tool Works Inc. | 11,521 | $3.0M | 0.19% | |
| 96 | MPWRMonolithic Power Systems, Inc. | 3,247 | $3.0M | 0.19% | |
| 97 | RTXRTX Corporation | 17,803 | $3.0M | 0.19% | |
| 98 | KOCoca-Cola Company | 44,489 | $3.0M | 0.19% | |
| 99 | JPSTJPMorgan Ultra-Short Income ETF | 57,639 | $2.9M | 0.19% | |
| 100 | VVVanguard Large-Cap ETF | 9,340 | $2.9M | 0.18% |
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