BOSTON FAMILY OFFICE LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$1.6B
Holdings
310
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (310 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc. | 286,427 | $77.9M | 4.94% | |
| 2 | MSFTMicrosoft Corporation | 137,970 | $66.7M | 4.23% | |
| 3 | GOOGAlphabet Inc. Class C | 202,884 | $63.7M | 4.04% | |
| 4 | AMZNAmazon.com, Inc. | 258,650 | $59.7M | 3.79% | |
| 5 | VVisa Inc. Class A | 138,224 | $48.5M | 3.07% | |
| 6 | VOOVanguard S&P 500 ETF | 61,006 | $38.3M | 2.43% | |
| 7 | SPYSPDR S&P 500 ETF Trust | 50,693 | $34.6M | 2.19% | |
| 8 | BRK/BBerkshire Hathaway Inc. Class B | 60,552 | $30.4M | 1.93% | |
| 9 | SPGIS&P Global, Inc. | 55,702 | $29.1M | 1.85% | |
| 10 | UNPUnion Pacific Corporation | 123,909 | $28.7M | 1.82% | |
| 11 | ROKRockwell Automation, Inc. | 71,984 | $28.0M | 1.78% | |
| 12 | IQVIqvia Holdings Inc | 120,218 | $27.1M | 1.72% | |
| 13 | NVDANVIDIA Corporation | 144,130 | $26.9M | 1.70% | |
| 14 | ECLEcolab Inc. | 94,129 | $24.7M | 1.57% | |
| 15 | SYKStryker Corporation | 69,380 | $24.4M | 1.55% | |
| 16 | CRMSalesforce, Inc. | 89,437 | $23.7M | 1.50% | |
| 17 | TMOThermo Fisher Scientific Inc. | 40,109 | $23.2M | 1.47% | |
| 18 | PANWPalo Alto Networks, Inc. | 123,489 | $22.7M | 1.44% | |
| 19 | NOWServiceNow, Inc. | 146,977 | $22.5M | 1.43% | |
| 20 | NEENextEra Energy, Inc. | 271,281 | $21.8M | 1.38% | |
| 21 | AMTAmerican Tower Corporation | 122,175 | $21.4M | 1.36% | |
| 22 | LLYEli Lilly and Company | 18,941 | $20.4M | 1.29% | |
| 23 | ATRAptargroup, Inc. | 157,619 | $19.2M | 1.22% | |
| 24 | ADPAutomatic Data Processing, Inc. | 73,645 | $18.9M | 1.20% | |
| 25 | GOOGLAlphabet Inc. Class A | 59,473 | $18.6M | 1.18% | |
| 26 | IDXXIDEXX Laboratories, Inc. | 27,055 | $18.3M | 1.16% | |
| 27 | MRSHMarsh | 98,027 | $18.2M | 1.15% | |
| 28 | APDAir Products and Chemicals, Inc. | 72,926 | $18.0M | 1.14% | |
| 29 | ROPRoper Technologies, Inc. | 40,221 | $17.9M | 1.14% | |
| 30 | CVXChevron Corporation | 109,989 | $16.8M | 1.06% | |
| 31 | ABBVAbbVie, Inc. | 71,223 | $16.3M | 1.03% | |
| 32 | JNJJohnson & Johnson | 73,462 | $15.2M | 0.96% | |
| 33 | JPMJPMorgan Chase & Co. | 44,958 | $14.5M | 0.92% | |
| 34 | VTIPVanguard Short-Term Inflation-Protected ETF | 283,269 | $14.0M | 0.89% | |
| 35 | VXFVanguard Extended Market ETF | 66,251 | $13.9M | 0.88% | |
| 36 | ETNEaton Corp. PLC | 41,446 | $13.2M | 0.84% | |
| 37 | ZBRAZebra Technologies Corporation Class A | 51,984 | $12.6M | 0.80% | |
| 38 | VIGVanguard Dividend Appreciation ETF | 57,233 | $12.6M | 0.80% | |
| 39 | XYLXylem Inc. | 88,586 | $12.1M | 0.76% | |
| 40 | COSTCostco Wholesale Corporation | 13,536 | $11.7M | 0.74% | |
| 41 | METAMeta Platforms | 17,411 | $11.5M | 0.73% | |
| 42 | VTIVanguard Total Stock Market ETF | 32,342 | $10.8M | 0.69% | |
| 43 | ABTAbbott Laboratories | 82,625 | $10.4M | 0.66% | |
| 44 | PHParker-Hannifin Corporation | 11,259 | $9.9M | 0.63% | |
| 45 | MCXMcCormick & Company, Inc. | 142,150 | $9.7M | 0.61% | |
| 46 | PEPPepsiCo, Inc. | 63,433 | $9.1M | 0.58% | |
| 47 | DISWalt Disney Company | 79,272 | $9.0M | 0.57% | |
| 48 | DHRDanaher Corporation | 39,323 | $9.0M | 0.57% | |
| 49 | MCDMcDonald's Corporation | 28,225 | $8.6M | 0.55% | |
| 50 | PGProcter & Gamble Company | 60,013 | $8.6M | 0.55% | |
| 51 | TJXTJX Companies Inc | 55,761 | $8.6M | 0.54% | |
| 52 | ASMLASML Holding NV ADR | 7,771 | $8.3M | 0.53% | |
| 53 | LECOLincoln Electric Holdings, Inc. | 34,477 | $8.3M | 0.52% | |
| 54 | TELTE Connectivity PLC | 36,088 | $8.2M | 0.52% | |
| 55 | NKENIKE, Inc. Class B | 127,177 | $8.1M | 0.51% | |
| 56 | SHWSherwin-Williams Company | 23,726 | $7.7M | 0.49% | |
| 57 | EOGEOG Resources, Inc. | 70,736 | $7.4M | 0.47% | |
| 58 | HDHome Depot, Inc. | 21,165 | $7.3M | 0.46% | |
| 59 | MDYSPDR S&P Midcap 400 ETF Trust | 11,555 | $7.0M | 0.44% | |
| 60 | VCSHVanguard Short-Term Corporate Bond ETF | 86,967 | $6.9M | 0.44% | |
| 61 | MOATVanEck Morningstar Wide Moat ETF | 66,197 | $6.9M | 0.43% | |
| 62 | IJRiShares Core S&P Small Cap ETF | 56,056 | $6.7M | 0.43% | |
| 63 | PLTRPalantir Technologies Inc | 37,730 | $6.7M | 0.43% | |
| 64 | ADBEAdobe Inc. | 18,885 | $6.6M | 0.42% | |
| 65 | NFLXNetflix Inc | 69,357 | $6.5M | 0.41% | |
| 66 | VRPInvesco Variable Rate Preferred ETF | 248,177 | $6.0M | 0.38% | |
| 67 | ADIAnalog Devices, Inc. | 21,763 | $5.9M | 0.37% | |
| 68 | IBTHiShares iBonds Treasury 2027 | 259,199 | $5.8M | 0.37% | |
| 69 | IBTIiShares iBonds Treasury 2028 | 251,654 | $5.6M | 0.36% | |
| 70 | VCRBVanguard Core Bond ETF | 71,637 | $5.6M | 0.35% | |
| 71 | NDQInvesco QQQ Trust | 8,919 | $5.5M | 0.35% | |
| 72 | NSRGYNestle S.A. Sponsored ADR | 51,413 | $5.1M | 0.32% | |
| 73 | IBTGiShares iBonds Treasury 2026 | 220,514 | $5.0M | 0.32% | |
| 74 | BSVVanguard Short-Term Bond ETF | 62,941 | $5.0M | 0.31% | |
| 75 | MRKMerck & Co., Inc. | 46,424 | $4.9M | 0.31% | |
| 76 | AXPAmerican Express Company | 12,910 | $4.8M | 0.30% | |
| 77 | LOWLowe's Companies, Inc. | 19,625 | $4.7M | 0.30% | |
| 78 | HUBBHubbell Incorporated Class B | 10,618 | $4.7M | 0.30% | |
| 79 | IVViShares Core S&P 500 ETF | 6,548 | $4.5M | 0.28% | |
| 80 | TTTrane Technologies plc | 11,296 | $4.4M | 0.28% | |
| 81 | XOMExxon Mobil Corporation | 35,597 | $4.3M | 0.27% | |
| 82 | MPWRMonolithic Power Systems, Inc. | 4,653 | $4.2M | 0.27% | |
| 83 | VGSHVanguard Short-Term Treasury ETF | 70,832 | $4.2M | 0.26% | |
| 84 | WELLWelltower, Inc. | 22,043 | $4.1M | 0.26% | |
| 85 | BRK-BBerkshire Hathaway Inc. Class A | 5 | $3.8M | 0.24% | |
| 86 | WMWaste Management, Inc. | 17,117 | $3.8M | 0.24% | |
| 87 | IJHiShares Core S&P Mid-Cap ETF | 54,816 | $3.6M | 0.23% | |
| 88 | TSMTaiwan Semiconductor MFG. | 11,627 | $3.5M | 0.22% | |
| 89 | CATCaterpillar Inc. | 5,983 | $3.4M | 0.22% | |
| 90 | SNPSSynopsys, Inc. | 7,253 | $3.4M | 0.22% | |
| 91 | IVWiShares S&P 500 Growth ETF | 27,399 | $3.4M | 0.21% | |
| 92 | RTXRTX Corporation | 17,857 | $3.3M | 0.21% | |
| 93 | VEAVanguard FTSE Developed Markets ETF | 50,725 | $3.2M | 0.20% | |
| 94 | KOCoca-Cola Company | 44,673 | $3.1M | 0.20% | |
| 95 | AMGNAmgen Inc. | 9,167 | $3.0M | 0.19% | |
| 96 | GISGeneral Mills, Inc. | 63,666 | $3.0M | 0.19% | |
| 97 | VOVanguard Mid-Cap ETF | 9,964 | $2.9M | 0.18% | |
| 98 | VVVanguard Large-Cap ETF | 9,166 | $2.9M | 0.18% | |
| 99 | RPMRPM International Inc. | 27,535 | $2.9M | 0.18% | |
| 100 | GLWCorning Inc | 32,555 | $2.9M | 0.18% |
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