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CIK: 0001039807
Total reported value
$1.6B
$1.6B
310 檔
19.2%
The Q4 2025 SEC filing reveals that Boston Family Office LLC held a total portfolio value of $1.6B, covering 310 public equity positions.
Boston Family Office LLC executed strategic sector rebalancing during Q4 2025, establishing 28 new positions while fully exiting 13 holdings and trimming 81 positions.
Showing top 200 holdings (of 310 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.14% | -2.85% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.11% | -1.15% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.04% | +0.12% | -2.58% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.79% | -0.05% | +0.75% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.07% | +0.06% | +0.18% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | +0.79% | +6.23% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.19% | +0.13% | +3.47% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.93% | -0.06% | +2.69% | |
| 9 | SPGI | S&p Global Inc | Stock-Financials | 1.85% | -0.22% | +1.34% | |
| 10 | UNP | Union Pacific CORP | Stock-Industrials | 1.82% | -0.01% | -2.06% | |
| 11 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.78% | +0.32% | -3.44% | |
| 12 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.72% | -0.06% | -0.01% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | +0.41% | +2.23% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 1.57% | -0.08% | -0.44% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.21% | +4.51% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.50% | -0.47% | +0.30% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.47% | -0.11% | -2.13% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.44% | +1.33% | +4.07% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.43% | -0.12% | +463.15% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.38% | -0.25% | -2.15% | |
| 21 | AMT | American Tower CORP | Stock-Real Estate | 1.36% | -0.21% | -0.92% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.18% | +0.09% | |
| 23 | ATR | Aptargroup Inc | Stock-Healthcare | 1.22% | -0.49% | -1.05% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.20% | -0.01% | -0.37% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.10% | -0.38% | |
| 26 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.16% | -0.10% | -2.21% | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.15% | -0.09% | -10.01% | |
| 28 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.14% | -0.17% | -10.58% | |
| 29 | ROP | Roper Technologies Inc | Stock-Tech | 1.14% | -0.33% | -2.26% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.41% | -2.54% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.03% | -5.16% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.07% | -1.96% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | — | -2.18% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.89% | +0.01% | +6.63% | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.88% | +0.27% | +3.54% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.08% | -0.02% | |
| 37 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.80% | +0.02% | -0.25% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.06% | +3.36% | |
| 39 | XYL | Xylem Inc | Stock-Industrials | 0.76% | -0.05% | -1.67% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | +0.06% | +6.93% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.08% | +33.37% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.07% | +2.36% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.10% | -5.45% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.63% | -0.01% | -0.66% | |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.61% | -0.22% | -32.11% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | — | -3.07% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.07% | +0.09% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.57% | -0.09% | -2.09% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.16% | +7.39% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | +0.05% | -0.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | -2.58% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.4% | +0.09% | Add |
| 3 | IQV | Iqvia Holdings Inc | +0.3% | -0.01% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.38% | Trim |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.13% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.2% | +0.75% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +6.23% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -2.85% | Trim |
| 9 | CRM | Salesforce Inc | +0.2% | +0.30% | Add |
| 10 | SPGI | S&p Global Inc | +0.2% | +1.34% | Add |
| 11 | ROK | Rockwell Automation Inc | +0.1% | -3.44% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +33.37% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.47% | Add |
| 14 | BSX | Boston Scientific CORP | +0.1% | +151.90% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +61.09% | Add |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +66.67% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | -1.96% | Trim |
| 18 | PH | Parker Hannifin CORP | +0.1% | -0.66% | Trim |
| 19 | MPWR | Monolithic Power Systems Inc | +0.1% | +43.30% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | +0.18% | Add |
| 21 | MRK | Merck & Co. Inc. | +0.1% | +1.39% | Add |
| 22 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +14.17% | Add |
| 23 | DHR | Danaher CORP | +0.1% | -2.09% | Trim |
| 24 | NEE | Nextera Energy Inc | +0.1% | -2.15% | Trim |
| 25 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +17.47% | Add |
| 26 | GLW | Corning Inc | +0.1% | +31.10% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.69% | Add |
| 28 | TJX | Tjx Companies Inc | 0% | +2.71% | Add |
| 29 | VCRB | Vanguard Core Bond ETF | 0% | +13.88% | Add |
| 30 | ASML | ASML Holding N.V. | 0% | -1.92% | Trim |
| 31 | MCD | Mcdonald's CORP | 0% | +7.39% | Add |
| 32 | IDXX | Idexx Laboratories Inc | 0% | -2.21% | Trim |
| 33 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.36% | Add |
| 34 | SHOP | Shopify Inc - Class A | 0% | +120.80% | Add |
| 35 | ADI | Analog Devices Inc | 0% | +0.58% | Add |
| 36 | NVDA | Nvidia CORP | 0% | +2.23% | Add |
| 37 | VTIP | Vanguard Short-term Tips | 0% | +6.63% | Add |
| 38 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +9.89% | Add |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 0% | +7.01% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.36% | Add |
| 41 | ACN | Accenture plc | 0% | +30.85% | Add |
| 42 | VXF | Vanguard Extended Market ETF | 0% | +3.54% | Add |
| 43 | AMGN | Amgen Inc | 0% | -0.08% | Trim |
| 44 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | +14.88% | Add |
| 45 | VSDM | Vanguard Short Tax-ex Bond | 0% | +59.02% | Add |
| 46 | AXP | American Express Co | 0% | -1.49% | Trim |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +10.66% | Add |
| 48 | AMAT | Applied Materials Inc | 0% | -2.21% | Trim |
| 49 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 50 | VGSH | Vanguard Short-term Treasury | 0% | +8.63% | Add |
According to official SEC Form 13F filings, Boston Family Office LLC reported a total U.S. public equity portfolio value of $1.6B across 310 disclosed positions in Q4 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, GOOG) accounted for 19.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
SNDK
市值: $1.6M
Top Position Liquidated / Trimmed
ZTS
前期市值: $5.1M
During Q4 2025, Boston Family Office LLC's top holdings by market value included AAPL (4.9%)、MSFT (4.2%)、GOOG (4.0%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 2025, Boston Family Office LLC made 184 total portfolio adjustments, initiating 28 new buys, adding to 62 positions, trimming 81 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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