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CIK: 0001039807
Total reported value
$1.6B
$1.6B
264 檔
14.4%
As reported in its official Q1 2024 Form 13F filing, Boston Family Office LLC's tracked investment portfolio stood at $1.6B with 264 total positions.
During Q1 2024, Boston Family Office LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.11% | -3.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.06% | +0.14% | -1.95% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | -0.05% | -4.03% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 2.82% | +0.06% | -0.79% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.77% | +0.13% | -0.18% | |
| 6 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 2.49% | -0.06% | -1.95% | |
| 7 | AKX | Ansys Inc | Stock-Other | 2.42% | — | -0.18% | |
| 8 | UNP | Union Pacific CORP | Stock-Industrials | 2.35% | -0.01% | -1.41% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.30% | +0.12% | -2.48% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 1.98% | -0.47% | +0.21% | |
| 11 | ATR | Aptargroup Inc | Stock-Healthcare | 1.93% | -0.49% | -0.14% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | -0.06% | -0.51% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 1.84% | -0.21% | -0.61% | |
| 14 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.75% | +0.02% | -1.11% | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.74% | +0.32% | -0.50% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 1.69% | -0.08% | -0.92% | |
| 17 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.64% | -0.09% | -4.08% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.61% | -0.11% | +0.18% | |
| 19 | ROP | Roper Technologies Inc | Stock-Tech | 1.59% | -0.33% | -2.05% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.58% | -0.21% | -1.52% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.57% | -0.22% | +2.78% | |
| 22 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.51% | -0.17% | +3.23% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.31% | -0.21% | +2.79% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.29% | -0.01% | -2.54% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.27% | -0.41% | +0.45% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.27% | -0.25% | +9.68% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 1.24% | -0.12% | +0.16% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.08% | -0.16% | -1.65% | |
| 29 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.05% | -0.10% | -0.46% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.07% | -1.17% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.03% | -2.51% | |
| 32 | TER | Teradyne Inc | Stock-Tech | 0.91% | +0.05% | +7.11% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.89% | -0.22% | +7.79% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | +0.08% | +0.66% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | +0.05% | -1.26% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | — | +0.08% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | -0.07% | +3.10% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.76% | +1.33% | +36.28% | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 0.75% | +0.01% | -0.90% | |
| 40 | XYL | Xylem Inc | Stock-Industrials | 0.74% | -0.05% | -2.64% | |
| 41 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.72% | -0.02% | -1.97% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.10% | -2.18% | |
| 43 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.71% | -0.02% | -2.23% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | +0.06% | -3.79% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | -3.21% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.16% | — | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.67% | -0.09% | -1.33% | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.67% | -0.12% | +15.34% | |
| 49 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.66% | -0.01% | -4.17% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.06% | +1.52% |
According to official SEC Form 13F filings, Boston Family Office LLC reported a total U.S. public equity portfolio value of $1.6B across 264 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 14.4% of total reported equity market value during Q1 2024.
During Q1 2024, Boston Family Office LLC's top holdings by market value included MSFT (4.1%)、AAPL (4.1%)、AMZN (3.3%). The largest single position, MSFT, represented 4.1% of total portfolio value.
In Q1 2024, Boston Family Office LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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