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)

StockValue
TAT&T Inc.
$461K
SBUXStarbucks Corporation
$454K
WYWeyerhaeuser Company
$449K
HIGHartford Financial
$446K
TRVTravelers Companies, Inc.
$442K
BACBank Of America Corp
$441K
NXTNextracker Inc Class
$433K
AZOAutozone Inc
$431K
TLTiShares 20 Year Treasury Bond ETF
$420K
GSATGlobalstar Inc
$407K
ABNBAirbnb Inc Com CL A
$400K
AEMAgnico Eagle Mines LTD
$397K
DEODiageo PLC Sponsored ADR
$390K
SYYSysco Corporation
$389K
DGDollar General Corporation
$382K
XYZH&R Block, Inc.
$375K
WATWaters Corporation
$372K
TXNTexas Instruments Incorporated
$371K
IWCiShares Micro-Cap ETF
$368K
UBERUber Technologies, Inc.
$366K
CARRCarrier Global Corp.
$364K
VFCV F Corp
$362K
JMUBJ P Morgan Exchange (traded FD Municipal Etf)
$352K
ICEIntercontinental Exchange, Inc.
$351K
FISVFiserv, Inc.
$347K
VGITVanguard Intermediate-Term Treasury ETF
$343K
MCOMoody's Corporation
$343K
NEOGNeogen Corporation
$343K
VRTXVertex Pharmaceuticals Incorporated
$338K
VLTOVeralto Corp-W/I
$336K
WCNWaste Connections, Inc.
$331K
SDYSPDR S&P Dividend ETF
$329K
CPCanadian Pacific Kansas City
$328K
GSGoldman Sachs Group, Inc.
$325K
USMViShares TR MSCI USA (min Vol)
$319K
WFCWells Fargo & Company
$319K
CPKChesapeake Utilities
$318K
PLDPrologis, Inc.
$317K
CWBSPDR Bloomberg Barclays Convertible Securities ETF
$313K
TIPiShares TIPS Bond ETF
$310K
FLOTiShares Floating Rate Bond ETF
$307K
VDCVanguard Consumer Staples ETF
$301K
FTNYFranklin New York Municipal Income ETF
$300K
AJGArthur J. Gallagher & Co.
$298K
NYTNew York Times Company Class A
$292K
INTCIntel Corporation
$292K
MCKMcKesson Corporation
$291K
VCITVanguard Intermediate-Term Corporate Bond ETF
$289K
NJRNew Jersey Res Corp
$287K
WSOWatsco Inc
$281K
CVSCVS Health Corporation
$279K
KEYSKeysight Technologies
$276K
STIPiShares 0-5 Year TIPS Bond ETF
$276K
VBVanguard Small-Cap ETF
$276K
STXSeagate Technology Holdings
$275K
SAICScience Applications International Corp.
$275K
IWBiShares Russell 1000 ETF
$271K
FTMUFranklin Municipal Income ETF
$270K
BROBrown & Brown Inc
$262K
AGGiShares Core U.S. Aggregate Bond ETF
$261K
TRNOTerreno Realty Corp
$259K
CTSHCognizant Technology Solutions Corporation Class A
$259K
LHXL3Harris Technologies Inc
$258K
OTISOtis Worldwide Corporation
$257K
BKNGBooking Holdings Inc
$257K
SPSBSPDR Portfolio Short Term Corporate Bond ETF
$250K
ALCAlcon, Inc.
$249K
SSNCSS&C Technologies Holdings, Inc.
$248K
NXPINXP Semiconductors
$247K
SMBVanEck Vectors Short Muni ETF
$242K
JNKSPDR Bloomberg Barclays High Yield Bond ETF
$238K
JHGJanus Henderson Group PLC
$238K
PGRProgressive Corporation
$236K
BNDVanguard Total Bond Market ETF
$233K
VTESThe Vanguard Short-Term Tax-Exempt Bond ETF
$229K
ACWIiShares MSCI ACWI ETF
$226K
AMEAMETEK, Inc.
$223K
SUSAiShares MSCI USA ESG Select ETF
$223K
USFDUS Foods Holding Corp
$221K
IJSiShares S&P Small-Cap 600 Value ETF
$219K
FERGFerguson Enterprises
$217K
FTVFortive Corp.
$216K
LAMRLamar Advertising Co CL A
$215K
LHLabcorp Holdings Inc
$213K
WF2Wintrust Financial Corporation
$210K
ULUnilever PLC
$204K
QQQXNuveen Nasdaq 100 (dynamic Overwrite Fund)
$204K
CPRTCopart, Inc.
$204K
XLEEnergy Select Sector SPDR Fund
$204K
CEGConstellation Energy
$202K
TOTLSPDR DoubleLine Total Return Tactical ETF
$201K
VOOVanguard S&P 500 ETF
$38K
SPYSPDR S&P 500 ETF Trust
$35K
BRK/BBerkshire Hathaway Inc. Class B
$30K
SPGIS&P Global, Inc.
$29K
TMOThermo Fisher Scientific Inc.
$23K
LLYEli Lilly and Company
$20K
IDXXIDEXX Laboratories, Inc.
$18K
COSTCostco Wholesale Corporation
$12K
METAMeta Platforms
$11K
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