Boston Family Office
BOSTON, MAfiles as BOSTON FAMILY OFFICE LLC
$1.6bn in 314 US stocks at the end of 30 June 2026. The top 10 are 31.1% of the money. It changed about 7.4% of the portfolio this quarter.
Value
$1.6bn
Stocks
314
Top 10 share
31.1%
Turnover
7.4%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIBTO0.1% of the fund
- Quest DiagnosticsDGX<0.1% of the fund
- Ishares TRDGRO<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- BoeingBA<0.1% of the fund
- Ishares TRSOXX<0.1% of the fund
- Pimco ETF TRMINT<0.1% of the fund
- Ishares TREEM<0.1% of the fund
- Canadian Imperial Bank of Commerce /canCM<0.1% of the fund
- AmetekAME<0.1% of the fund
- Nuveen NASDAQ 100 Dynamic Overwrite FundQQQX<0.1% of the fund
- NVRNVR<0.1% of the fund
- Vulcan MaterialsVMC<0.1% of the fund
- Live Nation EntertainmentLYV<0.1% of the fund
- Hologic0.0% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO4.0% of the fund+19%
- MicrosoftMSFT3.3% of the fund+5%
- NvidiaNVDA2.3% of the fund+16%
- Vanguard Index FDSVXF1.3% of the fund+16%
- Marsh & McLennan CompaniesMRSH1.0% of the fund+5%
- Vanguard Malvern FDSVTIP1.0% of the fund+10%
- ASML Holding NVASML1.0% of the fund+3%
- Costco WholesaleCOST0.9% of the fund+25%
- ServiceNowNOW0.9% of the fund+2%
- Idexx LaboratoriesIDXX0.9% of the fund+5%
- Vanguard Index FDSVTI0.8% of the fund+4%
- XylemXYL0.7% of the fund+3%
- PepsiCoPEP0.6% of the fund+26%
- TJX CompaniesTJX0.6% of the fund+23%
- Procter & GamblePG0.6% of the fund+18%
- Vaneck ETF TrustMOAT0.6% of the fund+35%
- Monolithic Power SystemsMPWR0.5% of the fund+39%
- Vanguard Malvern FDSVCRB0.5% of the fund+9%
- NetflixNFLX0.4% of the fund+8%
- Invesco Exch Traded FD TR IIVRP0.4% of the fund+4%
- Ishares TRIBTI0.4% of the fund+9%
- Ishares TRIBTH0.4% of the fund+3%
- Vanguard Tax-Managed FDSVEA0.3% of the fund+17%
- Vanguard BD Index FDSBSV0.3% of the fund+7%
- Vanguard Scottsdale FDSVGSH0.3% of the fund+5%
Cut
Sold some of their stake.
- AlphabetGOOG3.6% of the fund-8%
- Amazon.comAMZN3.4% of the fund-6%
- Union PacificUNP2.0% of the fund-3%
- Rockwell AutomationROK1.9% of the fund-4%
- Eli LillyLLY1.3% of the fund-3%
- Iqvia HoldingsIQV1.3% of the fund-8%
- Air Products & ChemicalsAPD1.2% of the fund-4%
- AlphabetGOOGL1.2% of the fund-4%
- AbbVieABBV1.1% of the fund-2%
- ChevronCVX1.0% of the fund-2%
- Vanguard Specialized FundsVIG0.8% of the fund-8%
- AptargroupATR0.8% of the fund-33%
- Zebra TechnologiesZBRA0.7% of the fund-11%
- SalesforceCRM0.6% of the fund-27%
- Roper TechnologiesROP0.5% of the fund-29%
- Analog DevicesADI0.5% of the fund-3%
- Walt DisneyDIS0.5% of the fund-3%
- McDonald'sMCD0.5% of the fund-6%
- DanaherDHR0.4% of the fund-11%
- Invesco QQQ TRQQQ0.3% of the fund-3%
- MerckMRK0.3% of the fund-5%
- Taiwan Semiconductor ManufacturingTSM0.3% of the fund-10%
- Applied MaterialsAMAT0.3% of the fund-10%
- WelltowerWELL0.3% of the fund-3%
- McCormickMKC0.3% of the fund-39%
Sold out
Sold their entire stake.
- Spotify TechnologySPOT-100%
- Ishares TRIBDY-100%
- Honeywell InternationalHON-100%
- Hologic-100%
- Putnam ETF TrustFTPA-100%
- Avery DennisonAVY-100%
- Vanguard Scottsdale FDSVGIT-100%
- Ishares TRUSMV-100%
- Keysight TechnologiesKEYS-100%
- L3harris TechnologiesLHX-100%
- Labcorp HoldingsLH-100%
- FiservFISV-100%
- Brown & BrownBRO-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 4.0%
- Value
- $65m
- Shares
- 94,960
+19%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.0%
- Value
- $34m
- Shares
- 45,064
Held
- Vanguard Index FDSVXF
- Share
- 1.3%
- Value
- $21m
- Shares
- 84,873
+16%
- Vanguard Malvern FDSVTIP
- Share
- 1.0%
- Value
- $17m
- Shares
- 330,842
+10%
- Vanguard Specialized FundsVIG
- Share
- 0.8%
- Value
- $14m
- Shares
- 58,935
-8%
- Vanguard Index FDSVTI
- Share
- 0.8%
- Value
- $14m
- Shares
- 37,495
+4%
- Vaneck ETF TrustMOAT
- Share
- 0.6%
- Value
- $9m
- Shares
- 90,357
+35%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.5%
- Value
- $8m
- Shares
- 11,191
Held
- Ishares TRIJR
- Share
- 0.5%
- Value
- $8m
- Shares
- 50,576
Held
- Vanguard Malvern FDSVCRB
- Share
- 0.5%
- Value
- $7m
- Shares
- 97,054
+9%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.4%
- Value
- $7m
- Shares
- 91,511
Held
- Invesco Exch Traded FD TR IIVRP
- Share
- 0.4%
- Value
- $7m
- Shares
- 267,922
+4%
- Ishares TRIBTI
- Share
- 0.4%
- Value
- $6m
- Shares
- 289,372
+9%
- Ishares TRIBTH
- Share
- 0.4%
- Value
- $6m
- Shares
- 281,963
+3%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $6m
- Shares
- 7,739
-3%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.3%
- Value
- $5m
- Shares
- 76,352
+17%
- Nestle SA ADRNSRGY
- Share
- 0.3%
- Value
- $5m
- Shares
- 48,725
Held
- Vanguard BD Index FDSBSV
- Share
- 0.3%
- Value
- $5m
- Shares
- 63,387
+7%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.3%
- Value
- $5m
- Shares
- 84,609
+5%
- Ishares TRIVV
- Share
- 0.3%
- Value
- $5m
- Shares
- 6,525
Held
- Ishares TRIJH
- Share
- 0.2%
- Value
- $4m
- Shares
- 53,019
-5%
- Ishares TRIBTJ
- Share
- 0.2%
- Value
- $4m
- Shares
- 184,177
+24%
- Ishares TRIVW
- Share
- 0.2%
- Value
- $4m
- Shares
- 27,424
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.2%
- Value
- $4m
- Shares
- 5
Held
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $3m
- Shares
- 39,899
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 5.0% | $82m | 284,321 | Held |
| Vanguard Index FDSVOO | 4.0% | $65m | 94,960 | +19% |
| AlphabetGOOG | 3.6% | $59m | 167,341 | -8% |
| Amazon.comAMZN | 3.4% | $56m | 236,311 | -6% |
| MicrosoftMSFT | 3.3% | $54m | 143,994 | +5% |
| Palo Alto NetworksPANW | 2.8% | $46m | 135,164 | Held |
| VisaV | 2.7% | $45m | 131,573 | Held |
| NvidiaNVDA | 2.3% | $38m | 191,826 | +16% |
| State STR Spdr S&P 500 ETF TSPY | 2.0% | $34m | 45,064 | Held |
| Union PacificUNP | 2.0% | $32m | 119,221 | -3% |
| Rockwell AutomationROK | 1.9% | $31m | 62,263 | -4% |
| Berkshire HathawayBRK-B | 1.7% | $29m | 57,497 | Held |
| EcolabECL | 1.5% | $25m | 88,605 | Held |
| S&P GlobalSPGI | 1.4% | $23m | 57,068 | Held |
| StrykerSYK | 1.4% | $23m | 73,821 | Held |
| NextEra EnergyNEE | 1.4% | $23m | 260,532 | Held |
| Eli LillyLLY | 1.3% | $22m | 18,325 | -3% |
| Vanguard Index FDSVXF | 1.3% | $21m | 84,873 | +16% |
| Iqvia HoldingsIQV | 1.3% | $21m | 107,121 | -8% |
| Air Products & ChemicalsAPD | 1.2% | $20m | 69,393 | -4% |
| Thermo Fisher ScientificTMO | 1.2% | $20m | 39,623 | Held |
| AlphabetGOOGL | 1.2% | $20m | 54,693 | -4% |
| American TowerAMT | 1.2% | $19m | 118,246 | Held |
| AbbVieABBV | 1.1% | $18m | 69,593 | -2% |
| EatonETN | 1.1% | $18m | 41,088 | Held |
| Johnson & JohnsonJNJ | 1.1% | $17m | 68,219 | Held |
| Marsh & McLennan CompaniesMRSH | 1.0% | $17m | 102,145 | +5% |
| ChevronCVX | 1.0% | $17m | 101,289 | -2% |
| Vanguard Malvern FDSVTIP | 1.0% | $17m | 330,842 | +10% |
| ASML Holding NVASML | 1.0% | $16m | 7,993 | +3% |
| Automatic Data ProcessingADP | 1.0% | $16m | 70,744 | Held |
| Costco WholesaleCOST | 0.9% | $15m | 16,179 | +25% |
| JPMorgan ChaseJPM | 0.9% | $15m | 45,858 | Held |
| ServiceNowNOW | 0.9% | $15m | 148,037 | +2% |
| Idexx LaboratoriesIDXX | 0.9% | $15m | 27,571 | +5% |
| Parker-HannifinPH | 0.9% | $14m | 14,533 | Held |
| Vanguard Specialized FundsVIG | 0.8% | $14m | 58,935 | -8% |
| Vanguard Index FDSVTI | 0.8% | $14m | 37,495 | +4% |
| AptargroupATR | 0.8% | $13m | 101,119 | -33% |
| Meta PlatformsMETA | 0.8% | $12m | 22,137 | Held |
| Zebra TechnologiesZBRA | 0.7% | $11m | 43,560 | -11% |
| XylemXYL | 0.7% | $11m | 91,480 | +3% |
| PepsiCoPEP | 0.6% | $11m | 77,794 | +26% |
| TJX CompaniesTJX | 0.6% | $10m | 66,070 | +23% |
| SalesforceCRM | 0.6% | $10m | 61,293 | -27% |
| Procter & GamblePG | 0.6% | $10m | 65,388 | +18% |
| Vaneck ETF TrustMOAT | 0.6% | $9m | 90,357 | +35% |
| Lincoln Electric HoldingsLECO | 0.6% | $9m | 34,226 | Held |
| Roper TechnologiesROP | 0.5% | $9m | 26,022 | -29% |
| Monolithic Power SystemsMPWR | 0.5% | $9m | 6,321 | +39% |
| Analog DevicesADI | 0.5% | $8m | 21,138 | -3% |
| EOG ResourcesEOG | 0.5% | $8m | 64,334 | Held |
| State STR Spdr S&P Midcap 40MDY | 0.5% | $8m | 11,191 | Held |
| Sherwin-WilliamsSHW | 0.5% | $8m | 22,814 | Held |
| Walt DisneyDIS | 0.5% | $8m | 79,592 | -3% |
| Home DepotHD | 0.5% | $8m | 21,448 | Held |
| McDonald'sMCD | 0.5% | $8m | 27,958 | -6% |
| Ishares TRIJR | 0.5% | $8m | 50,576 | Held |
| Vanguard Malvern FDSVCRB | 0.5% | $7m | 97,054 | +9% |
| TE ConnectivityTEL | 0.5% | $7m | 36,904 | Held |
| Abbott LaboratoriesABT | 0.4% | $7m | 80,859 | Held |
| Vanguard Scottsdale FDSVCSH | 0.4% | $7m | 91,511 | Held |
| NetflixNFLX | 0.4% | $7m | 100,764 | +8% |
| DanaherDHR | 0.4% | $7m | 34,570 | -11% |
| Invesco Exch Traded FD TR IIVRP | 0.4% | $7m | 267,922 | +4% |
| Ishares TRIBTI | 0.4% | $6m | 289,372 | +9% |
| Ishares TRIBTH | 0.4% | $6m | 281,963 | +3% |
| CorningGLW | 0.4% | $6m | 24,250 | Held |
| American ExpressAXP | 0.3% | $6m | 17,004 | Held |
| Invesco QQQ TRQQQ | 0.3% | $6m | 7,739 | -3% |
| HubbellHUBB | 0.3% | $6m | 10,618 | Held |
| MerckMRK | 0.3% | $6m | 43,081 | -5% |
| Vanguard Tax-Managed FDSVEA | 0.3% | $5m | 76,352 | +17% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $5m | 11,156 | -10% |
| Applied MaterialsAMAT | 0.3% | $5m | 7,364 | -10% |
| WelltowerWELL | 0.3% | $5m | 22,400 | -3% |
| Trane TechnologiesTT | 0.3% | $5m | 10,197 | Held |
| Nestle SA ADRNSRGY | 0.3% | $5m | 48,725 | Held |
| Vanguard BD Index FDSBSV | 0.3% | $5m | 63,387 | +7% |
| Vanguard Scottsdale FDSVGSH | 0.3% | $5m | 84,609 | +5% |
| Ishares TRIVV | 0.3% | $5m | 6,525 | Held |
| CaterpillarCAT | 0.3% | $5m | 4,528 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $5m | 34,526 | Held |
| Palantir TechnologiesPLTR | 0.3% | $5m | 39,561 | Held |
| Arista NetworksANET | 0.3% | $5m | 26,958 | +240% |
| McCormickMKC | 0.3% | $5m | 90,115 | -39% |
| NikeNKE | 0.3% | $4m | 108,233 | -12% |
| FlexFLEX | 0.3% | $4m | 26,179 | Held |
| Waste ManagementWM | 0.3% | $4m | 18,909 | +2% |
| Ishares TRIJH | 0.2% | $4m | 53,019 | -5% |
| Ishares TRIBTJ | 0.2% | $4m | 184,177 | +24% |
| Ishares TRIVW | 0.2% | $4m | 27,424 | Held |
| AmgenAMGN | 0.2% | $4m | 10,368 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.2% | $4m | 5 | Held |
| Coca-ColaKO | 0.2% | $3m | 42,232 | -4% |
| Illinois Tool WorksITW | 0.2% | $3m | 12,681 | Held |
| Lowe's CompaniesLOW | 0.2% | $3m | 15,457 | Held |
| RTXRTX | 0.2% | $3m | 17,581 | Held |
| RPM InternationalRPM | 0.2% | $3m | 29,332 | Held |
| Vanguard Index FDSVO | 0.2% | $3m | 39,899 | Held |
Showing the largest 100 of 314.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 9.4% since 30 June 2025.
Where the money is
Technology21.4%
Industrials12.0%
Health care10.8%
Financial services9.1%
Media & telecom6.7%
Retail & consumer5.8%
Materials4.3%
Everyday goods3.5%
Energy2.1%
Real estate1.6%
Utilities1.6%
Other21.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.