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CIK: 0001039807
Total reported value
$1.6B
$1.6B
296 檔
18.3%
During the Q3 2025 filing period, Boston Family Office LLC (CIK: 0001039807) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 296 reported positions.
Boston Family Office LLC executed strategic sector rebalancing during Q3 2025, establishing 30 new positions while fully exiting 14 holdings and trimming 73 positions.
Showing top 200 holdings (of 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.78% | +0.14% | -1.06% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.60% | -0.11% | -0.37% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.59% | -0.05% | -0.36% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.23% | +0.12% | -0.32% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.00% | +0.06% | -0.51% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.79% | +0.64% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +0.13% | -0.24% | |
| 8 | UNP | Union Pacific CORP | Stock-Industrials | 1.90% | -0.01% | -0.13% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.06% | -0.13% | |
| 10 | SPGI | S&p Global Inc | Stock-Financials | 1.70% | -0.22% | +3.36% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.41% | +10.80% | |
| 12 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.66% | +0.32% | -1.97% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 1.65% | -0.08% | -2.10% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.56% | -0.21% | -0.01% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.54% | +1.33% | +7.38% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.53% | -0.12% | +0.97% | |
| 17 | AMT | American Tower CORP | Stock-Real Estate | 1.51% | -0.21% | -2.02% | |
| 18 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.45% | -0.06% | -3.05% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.42% | -0.17% | -2.36% | |
| 20 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.40% | -0.09% | +3.45% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.38% | -0.01% | +0.35% | |
| 22 | ATR | Aptargroup Inc | Stock-Healthcare | 1.36% | -0.49% | -2.36% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.35% | -0.47% | -0.82% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.33% | -0.25% | -0.44% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 1.31% | -0.33% | +16.00% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.26% | -0.11% | -0.48% | |
| 27 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.12% | -0.10% | -0.93% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.41% | -1.11% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +0.03% | +4.25% | |
| 30 | SNPS | Synopsys Inc | Stock-Tech | 1.10% | -0.01% | +551.33% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.99% | +0.08% | -0.87% | |
| 32 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.99% | +0.02% | -0.22% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.10% | +0.96% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | — | -0.54% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.18% | +109.41% | |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.89% | -0.22% | +6.22% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.07% | -3.31% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.86% | +0.01% | +5.90% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.85% | +0.27% | -2.49% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.85% | -0.21% | -5.12% | |
| 41 | XYL | Xylem Inc | Stock-Industrials | 0.85% | -0.05% | +0.00% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.06% | +1.35% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | +0.06% | -0.17% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.74% | -0.10% | +3.34% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.07% | +2.79% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.08% | +170.01% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | +0.05% | -1.03% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | — | +0.64% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.58% | -0.16% | +0.29% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.07% | +0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNPS | Synopsys Inc | +1% | +551.33% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | -0.37% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.9% | -0.32% | Trim |
| 4 | NVDA | Nvidia CORP | +0.7% | +10.80% | Add |
| 5 | LLY | Eli Lilly & Co | +0.6% | +109.41% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +170.01% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.96% | Add |
| 8 | ROK | Rockwell Automation Inc | +0.3% | -1.97% | Trim |
| 9 | IDXX | Idexx Laboratories Inc | +0.3% | -0.93% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.3% | -0.36% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +7.38% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +0.64% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +11.00% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +2.79% | Add |
| 15 | ETN | Eaton Corporation plc | +0.2% | -0.87% | Trim |
| 16 | NFLX | Netflix Inc | +0.2% | +8.08% | Add |
| 17 | TEL | TE Connectivity plc | +0.2% | — | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +4.13% | Add |
| 19 | ASML | ASML Holding N.V. | +0.1% | +0.85% | Add |
| 20 | VCRB | Vanguard Core Bond ETF | +0.1% | +13.25% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.24% | Trim |
| 22 | XYL | Xylem Inc | +0.1% | +0.00% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | -1.36% | Trim |
| 24 | AAPL | Apple Inc | +0.1% | -1.06% | Trim |
| 25 | NOW | Servicenow Inc | +0.1% | +0.97% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -0.54% | Trim |
| 27 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +18.91% | Add |
| 28 | VXF | Vanguard Extended Market ETF | +0.1% | -2.49% | Add |
| 29 | MPWR | Monolithic Power Systems Inc | +0.1% | +29.16% | Add |
| 30 | FLEX | Flex Ltd. | +0.1% | +157.21% | Add |
| 31 | TJX | Tjx Companies Inc | +0.1% | +5.73% | Add |
| 32 | PH | Parker Hannifin CORP | +0.1% | +0.76% | Add |
| 33 | RTX | Rtx CORP | +0.1% | +14.84% | Add |
| 34 | VTIP | Vanguard Short-term Tips | +0.1% | +5.90% | Add |
| 35 | FSLR | First Solar Inc | +0.1% | — | Add |
| 36 | LECO | Lincoln Electric Holdings | +0.1% | -0.86% | Trim |
| 37 | APH | Amphenol Corp-cl A | +0.1% | -2.69% | Trim |
| 38 | GLW | Corning Inc | +0.1% | -0.31% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.22% | Trim |
| 40 | HUBB | Hubbell Inc | 0% | — | Trim |
| 41 | INOD | Innodata Inc | 0% | — | Unchanged |
| 42 | AMAT | Applied Materials Inc | 0% | -2.35% | Add |
| 43 | LIN | Linde plc | 0% | — | Add |
| 44 | ABBV | Abbvie Inc | 0% | +4.25% | Add |
| 45 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.35% | Add |
| 46 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +6.31% | Add |
| 47 | TT | Trane Technologies plc | 0% | — | Trim |
| 48 | VO | Vanguard Mid-cap ETF | 0% | +8.34% | Add |
| 49 | AXP | American Express Co | 0% | -0.19% | Trim |
| 50 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Boston Family Office LLC reported a total U.S. public equity portfolio value of $1.6B across 296 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 18.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
VGUS
市值: $1.9M
Top Position Liquidated / Trimmed
AKX
前期市值: $29.5M
During Q3 2025, Boston Family Office LLC's top holdings by market value included AAPL (4.8%)、MSFT (4.6%)、AMZN (3.6%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q3 2025, Boston Family Office LLC made 187 total portfolio adjustments, initiating 30 new buys, adding to 70 positions, trimming 73 holdings, and fully liquidating 14 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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