CIK: 0001039807
Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 311
BOSTON FAMILY OFFICE LLC disclosed 311 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 15.8%.
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Boston Family Office LLC's disclosed holdings carry a Herfindahl concentration index of 0.015 — mathematically equivalent to about 68 equally-sized positions, well below its 311 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.88), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
-0.7% -$16.0M
Add VOO
+30.7% $9.4M
Trim GOOG
-10.4% -$11.5M
Trim CRM
-5.8% -$8.0M
Trim NOW
-1.5% -$7.4M
Trim IQV
-3.0% -$7.2M
Showing top 200 holdings (of 311 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 4.85% | -0.09% | +0.18% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.47% | -0.57% | -10.36% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.47% | -0.32% | -3.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.86% | -0.72% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.17% | +0.74% | +30.67% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.68% | -0.39% | -3.72% | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 1.98% | — | -1.14% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | +0.22% | +14.94% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.91% | -0.28% | -12.84% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.12% | -6.47% | |
| 11 | NEE | Nextera Energy INC | Stock-Utilities | 1.64% | +0.26% | -2.27% | |
| 12 | SPGI | S&p Global INC | Stock-Financials | 1.63% | -0.22% | +3.15% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 1.62% | — | +6.54% | |
| 14 | ECL | Ecolab INC | Stock-Materials | 1.58% | — | -5.00% | |
| 15 | ROK | Rockwell Automation INC | Stock-Industrials | 1.55% | -0.23% | -9.85% | |
| 16 | PANW | Palo Alto Networks INC | Stock-Tech | 1.47% | — | +11.50% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.43% | +0.37% | -5.73% | |
| 18 | APD | Air Products & Chemicals INC | Stock-Materials | 1.40% | +0.26% | -0.96% | |
| 19 | AMT | American Tower CORP | Stock-Real Estate | 1.38% | — | -1.89% | |
| 20 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.32% | -0.40% | -3.00% | |
| 21 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.32% | -0.15% | +0.50% | |
| 22 | ATR | Aptargroup INC | Stock-Healthcare | 1.26% | — | -4.85% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | -0.14% | -0.51% | |
| 24 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.12% | -0.03% | -0.86% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | +0.16% | -6.24% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | -0.09% | -3.93% | |
| 27 | CRM | Salesforce INC | Stock-Tech | 1.05% | -0.45% | -5.81% | |
| 28 | ABBV | Abbvie INC | Stock-Healthcare | 1.03% | — | -0.09% | |
| 29 | NOW | Servicenow INC | Stock-Tech | 1.01% | -0.42% | -1.46% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.00% | +0.12% | +10.42% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.00% | — | +6.37% | |
| 32 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 0.98% | -0.18% | -2.63% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.98% | +0.14% | -0.70% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.97% | -0.23% | -2.89% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | +0.11% | +11.67% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | +3.86% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.87% | +0.24% | +29.19% | |
| 38 | ROP | Roper Technologies INC | Stock-Tech | 0.86% | -0.28% | -8.82% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | +0.12% | -4.34% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | +0.11% | +26.51% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | — | +11.41% | |
| 42 | XYL | Xylem INC | Stock-Industrials | 0.71% | -0.05% | +0.58% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.68% | +0.15% | +0.23% | |
| 44 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.68% | -0.12% | -6.07% | |
| 45 | PEP | Pepsico INC | Stock-Consumer Staples | 0.64% | — | -2.53% | |
| 46 | EOG | Eog Resources INC | Stock-Energy | 0.63% | +0.16% | -7.31% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | — | +5.54% | |
| 48 | NFLX | Netflix INC | Stock-Comm Services | 0.60% | +0.19% | +34.62% | |
| 49 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.57% | — | -3.64% | |
| 50 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.57% | — | -0.68% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+12.8%
Based on 73% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 311 | $1.5B | 16 | |
| 2025-12-31 | 310 | $1.6B | 12 | |
| 2025-09-30 | 296 | $1.6B | 22 | |
| 2025-06-30 | 286 | $1.5B | 0 | |
| 2025-03-31 | 281 | $1.4B | 100 | |
| 2024-12-31 | 275 | $1.5B | 0 | |
| 2024-09-30 | 277 | $1.5B | 0 | |
| 2024-06-30 | 265 | $1.4B | 0 | |
| 2024-03-31 | 264 | $1.4B | 0 | |
| 2023-12-31 | 260 | $1.3B | 0 | |
| 2023-09-30 | 253 | $1.2B | 0 | |
| 2023-06-30 | 260 | $1.3B | 0 | |
| 2023-03-31 | 260 | $1.2B | 0 | |
| 2022-12-31 | 267 | $1.2B | 0 | |
| 2022-09-30 | 260 | $1.1B | 0 | |
| 2022-06-30 | 268 | $1.2B | 0 | |
| 2022-03-31 | 286 | $1.4B | 0 | |
| 2021-12-31 | 282 | $1.5B | 0 | |
| 2021-09-30 | 279 | $1.4B | 0 | |
| 2021-06-30 | 278 | $1.4B | 100 | |
| 2021-03-31 | 266 | $1.3B | 8 | |
| 2020-12-31 | 258 | $1.3B | 37 | |
| 2020-09-30 | 237 | $1.1B | 11 | |
| 2020-06-30 | 244 | $1.0B | 23 | |
| 2020-03-31 | 236 | $846.5M | 23 | |
| 2019-12-31 | 252 | $1.1B | 12 | |
| 2019-09-30 | 251 | $964.0M | 8 | |
| 2019-06-30 | 258 | $963.1M | 9 | |
| 2019-03-31 | 250 | $925.3M | 19 | |
| 2018-12-31 | 248 | $804.5M | 20 | |
| 2018-09-30 | 264 | $949.0M | 11 | |
| 2018-06-30 | 263 | $883.6M | 13 | |
| 2018-03-31 | 261 | $876.8M | 10 | |
| 2017-12-31 | 261 | $910.9M | 13 | |
| 2017-09-30 | 257 | $880.4M | 10 | |
| 2017-06-30 | 252 | $844.8M | 9 | |
| 2017-03-31 | 244 | $813.4M | 10 | |
| 2016-12-31 | 241 | $769.9M | 9 | |
| 2016-09-30 | 243 | $771.6M | 10 | |
| 2016-06-30 | 246 | $771.8M | 10 | |
| 2016-03-31 | 239 | $759.0M | 15 | |
| 2015-12-31 | 238 | $730.6M | 11 | |
| 2015-09-30 | 234 | $717.9M | 15 | |
| 2015-06-30 | 256 | $795.6M | 9 | |
| 2015-03-31 | 260 | $805.4M | 8 | |
| 2014-12-31 | 260 | $802.6M | 14 | |
| 2014-09-30 | 266 | $787.8M | 0 | |
| 2014-06-30 | 266 | $787.8M | 9 | |
| 2014-03-31 | 258 | $752.7M | 10 | |
| 2013-12-31 | 253 | $757.8M | 11 | |
| 2013-09-30 | 250 | $702.9M | 9 | |
| 2013-06-30 | 251 | $658.7M | — |
Boston Family Office LLC's most significant position changes for 2026-03-31: New buy: Spotify Technology S.A. (SPOT); New buy: Ishares Ibonds Dec 2033 CORP (IBDY); Sold out: Sandisk CORP (SNDK); Sold out: State Street CORP (STT); Trim: Microsoft CORP (MSFT) — shares -0.72%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.7% | +30.67% | Add |
| 2 | CVX | Chevron CORP | +0.4% | -5.73% | Trim |
| 3 | APD | Air Products & Chemicals INC | +0.3% | -0.96% | Trim |
| 4 | NEE | Nextera Energy INC | +0.3% | -2.27% | Trim |
| 5 | PH | Parker Hannifin CORP | +0.2% | +29.19% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +14.94% | Add |
| 7 | NFLX | Netflix INC | +0.2% | +34.62% | Add |
| 8 | EOG | Eog Resources INC | +0.2% | -7.31% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | -6.24% | Trim |
| 10 | ASML | ASML Holding N.V. | +0.2% | +0.23% | Add |
| 11 | ETN | Eaton Corporation plc | +0.1% | -0.70% | Trim |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -2.99% | Trim |
| 13 | COST | Costco Wholesale CORP | +0.1% | -4.34% | Trim |
| 14 | VXF | Vanguard Extended Market ETF | +0.1% | +10.42% | Add |
| 15 | VCRB | Vanguard Core Bond ETF | +0.1% | +24.84% | Add |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +11.67% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +26.51% | Add |
| 18 | GE | General Electric | +0.1% | +284.90% | Add |
| 19 | GEV | GE Vernova INC | +0.1% | +138.49% | Add |
| 20 | MRSH | Marsh & Mclennan Cos | 0% | -0.86% | Trim |
| 21 | XYL | Xylem INC | -0.1% | +0.58% | Add |
| 22 | NKE | Nike INC -cl B | -0.1% | -3.75% | Trim |
| 23 | DHR | Danaher CORP | -0.1% | -0.85% | Trim |
| 24 | AAPL | Apple INC | -0.1% | +0.18% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | -0.1% | -3.93% | Trim |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | +3.90% | Add |
| 27 | ABT | Abbott Laboratories | -0.1% | -1.94% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.47% | Trim |
| 29 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | -6.07% | Trim |
| 30 | IBTG | Ishares Ibonds Dec 2026 Term | -0.1% | -42.74% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.1% | -0.51% | Trim |
| 32 | TMO | Thermo Fisher Scientific INC | -0.2% | +0.50% | Add |
| 33 | ADBE | Adobe INC | -0.2% | -11.08% | Trim |
| 34 | IDXX | Idexx Laboratories INC | -0.2% | -2.63% | Trim |
| 35 | SPGI | S&p Global INC | -0.2% | +3.15% | Add |
| 36 | ROK | Rockwell Automation INC | -0.2% | -9.85% | Trim |
| 37 | ADP | Automatic Data Processing | -0.2% | -2.89% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -12.84% | Trim |
| 39 | ROP | Roper Technologies INC | -0.3% | -8.82% | Trim |
| 40 | AMZN | Amazon.com INC | -0.3% | -3.28% | Trim |
| 41 | V | Visa Inc-class A Shares | -0.4% | -3.72% | Trim |
| 42 | IQV | Iqvia Holdings INC | -0.4% | -3.00% | Trim |
| 43 | NOW | Servicenow INC | -0.4% | -1.46% | Trim |
| 44 | CRM | Salesforce INC | -0.5% | -5.81% | Trim |
| 45 | GOOG | Alphabet Inc-cl C | -0.6% | -10.36% | Trim |
| 46 | MSFT | Microsoft CORP | -0.9% | -0.72% | Trim |
| 47 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 48 | IBDY | Ishares Ibonds Dec 2033 CORP | — | NEW | New buy |
| 49 | SNDK | Sandisk CORP | — | EXIT | Sold out |
| 50 | STT | State Street CORP | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-08 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-07 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-06 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-11 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-05 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-30 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-09 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-12 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-01 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-26 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-30 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-04 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-05 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-06 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-03 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-04 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-26 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-04 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-04 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-07 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-11 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-31 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-31 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-01 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | Amendment | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-04 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-25 | 13F-HR | View on EDGAR |
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