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CIK: 0001039807
Total reported value
$1.6B
$1.6B
310 檔
16.7%
In Q1 2026, Boston Family Office LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 310 disclosed stock positions.
Boston Family Office LLC executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 13 holdings and trimming 73 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 | 4.85% | +0.14% | +0.18% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.47% | +0.12% | -10.36% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.47% | -0.05% | -3.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.11% | -0.72% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.17% | +0.79% | +30.67% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.68% | +0.06% | -3.72% | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 1.98% | -0.01% | -1.14% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | +0.41% | +14.94% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.91% | +0.13% | -12.84% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.06% | -6.47% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 1.64% | -0.25% | -2.27% | |
| 12 | SPGI | S&p Global Inc | Stock-Financials | 1.63% | -0.22% | +3.15% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 1.62% | -0.21% | +6.54% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 1.58% | -0.08% | -5.00% | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.55% | +0.32% | -9.85% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.47% | +1.33% | +11.50% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.41% | -5.73% | |
| 18 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.40% | -0.17% | -0.96% | |
| 19 | AMT | American Tower CORP | Stock-Real Estate | 1.38% | -0.21% | -1.89% | |
| 20 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.32% | -0.06% | -3.00% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.32% | -0.11% | +0.50% | |
| 22 | ATR | Aptargroup Inc | Stock-Healthcare | 1.26% | -0.49% | -4.85% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.18% | -0.51% | |
| 24 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.12% | -0.09% | -0.86% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.07% | -6.24% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.10% | -3.93% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.47% | -5.81% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.03% | -0.09% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 1.01% | -0.12% | -1.46% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.00% | +0.27% | +10.42% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.00% | +0.01% | +6.37% | |
| 32 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.98% | -0.10% | -2.63% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.98% | +0.08% | -0.70% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.97% | -0.01% | -2.89% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | -0.06% | +11.67% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | +3.86% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.87% | -0.01% | +29.19% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.86% | -0.33% | -8.82% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | +0.06% | -4.34% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.08% | +26.51% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | +0.07% | +11.41% | |
| 42 | XYL | Xylem Inc | Stock-Industrials | 0.71% | -0.05% | +0.58% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.68% | +0.29% | +0.23% | |
| 44 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.68% | +0.02% | -6.07% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | — | -2.53% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.63% | -0.12% | -7.31% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.16% | +5.54% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.16% | +34.62% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | +0.04% | -3.64% | |
| 50 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.57% | -0.02% | -0.68% |
| # | 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 | UNP | Union Pacific CORP | +0.2% | -1.14% | Trim |
| 11 | ASML | ASML Holding N.V. | +0.2% | +0.23% | Add |
| 12 | ETN | Eaton Corporation plc | +0.1% | -0.70% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -2.99% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.1% | -4.34% | Trim |
| 15 | VXF | Vanguard Extended Market ETF | +0.1% | +10.42% | Add |
| 16 | VCRB | Vanguard Core Bond ETF | +0.1% | +24.84% | Add |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +11.67% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +26.51% | Add |
| 19 | VTIP | Vanguard Short-term Tips | +0.1% | +6.37% | Add |
| 20 | GE | General Electric | +0.1% | +284.90% | Add |
| 21 | ADI | Analog Devices Inc | +0.1% | +0.42% | Add |
| 22 | GEV | GE Vernova Inc | +0.1% | +138.49% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +28.21% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.41% | Add |
| 25 | PLD | Prologis Inc | +0.1% | +303.79% | Add |
| 26 | MCD | Mcdonald's CORP | +0.1% | +5.54% | Add |
| 27 | VNQ | Vanguard Real Estate ETF | +0.1% | +42.06% | Add |
| 28 | MPWR | Monolithic Power Systems Inc | +0.1% | -2.34% | Trim |
| 29 | AMAT | Applied Materials Inc | +0.1% | +0.66% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.14% | Add |
| 31 | VGSH | Vanguard Short-term Treasury | +0.1% | +14.29% | Add |
| 32 | PEP | Pepsico Inc | +0.1% | -2.53% | Trim |
| 33 | AMGN | Amgen Inc | +0.1% | +13.46% | Add |
| 34 | MRK | Merck & Co. Inc. | +0.1% | -2.06% | Trim |
| 35 | ITW | Illinois Tool Works | +0.1% | +14.58% | Add |
| 36 | HUBB | Hubbell Inc | +0.1% | — | Unchanged |
| 37 | LECO | Lincoln Electric Holdings | +0.1% | -0.68% | Trim |
| 38 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +23.48% | Add |
| 39 | WM | Waste Management Inc | 0% | +8.23% | Add |
| 40 | ACWI | Ishares Msci Acwi ETF | 0% | +223.44% | Add |
| 41 | GLW | Corning Inc | 0% | -24.78% | Trim |
| 42 | WELL | Welltower Inc | 0% | +4.75% | Add |
| 43 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | +17.33% | Add |
| 44 | AXP | American Express Co | 0% | +31.18% | Add |
| 45 | ATR | Aptargroup Inc | 0% | -4.85% | Trim |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +4.84% | Add |
| 47 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +5.22% | Add |
| 48 | PANW | Palo Alto Networks Inc | 0% | +11.50% | Add |
| 49 | ORLY | O'reilly Automotive Inc | 0% | +62.21% | Add |
| 50 | MA | Mastercard Inc - A | 0% | +77.28% | 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 Q1 2026.
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, GOOG, AMZN) accounted for 16.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPOT
市值: $2.9M
Top Position Liquidated / Trimmed
SNDK
前期市值: $1.6M
During Q1 2026, Boston Family Office LLC's top holdings by market value included AAPL (4.8%)、GOOG (3.5%)、AMZN (3.5%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q1 2026, Boston Family Office LLC made 178 total portfolio adjustments, initiating 13 new buys, adding to 79 positions, trimming 73 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.
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