Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Boston Family Office

Latest statistics and disclosures from Boston Family Office's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, GOOG, AMZN, V, and represent 20.06% of Boston Family Office's stock portfolio.
Added to shares of these 10 stocks: NOW (+$19M), NFLX (+$5.9M), META, VOO, BSX, SNDK, BRK.A, CAT, MPWR, STT.
Started 28 new stock positions in GEV, WTFC, AGG, QQQX, SNDK, TLT, SPSB, DG, MAR, FTPA.
Reduced shares in these 10 stocks: SNPS (-$13M), ADBE (-$6.7M), , MKC, AAPL, APD, Marsh & McLennan Companies, GOOG, ROK, ABBV.
Sold out of its positions in D, DUOL, SPLV, IBTF, K, LDOS, FRST, RLAY, USB, Unilever. VMC, WEC, ZTS, RACE.
Boston Family Office was a net buyer of stock by $6.5M.
Boston Family Office has $1.6B in assets under management (AUM), dropping by 0.38%.
Central Index Key (CIK): 0001039807

Tip: Access up to 7 years of quarterly data

Positions held by Boston Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Boston Family Office

Boston Family Office holds 310 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.9	$78M	-2%	286k	271.86	View chart
Microsoft Corporation (MSFT)	4.2	$67M		138k	483.62	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	4.0	$64M	-2%	203k	313.80	View chart
Amazon (AMZN)	3.8	$60M		259k	230.82	View chart
Visa Inc. Class A Com Cl A (V)	3.1	$49M		138k	350.71	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	2.4	$38M	+6%	61k	627.13	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	2.2	$35M	+3%	51k	681.91	View chart
Berkshire Hathaway Inc. Class B Cl B New (BRK.B)	1.9	$30M	+2%	61k	502.64	View chart
S&p Global (SPGI)	1.8	$29M		56k	522.58	View chart
Union Pacific Corporation (UNP)	1.8	$29M	-2%	124k	231.32	View chart
Rockwell Automation (ROK)	1.8	$28M	-3%	72k	389.07	View chart
Iqvia Holdings (IQV)	1.7	$27M		120k	225.41	View chart
NVIDIA Corporation (NVDA)	1.7	$27M	+2%	144k	186.50	View chart
Ecolab (ECL)	1.6	$25M		94k	262.52	View chart
Stryker Corporation (SYK)	1.5	$24M	+4%	69k	351.47	View chart
salesforce (CRM)	1.5	$24M		89k	264.91	View chart
Thermo Fisher Scientific (TMO)	1.5	$23M	-2%	40k	579.45	View chart
Palo Alto Networks (PANW)	1.4	$23M	+4%	124k	184.20	View chart
Servicenow (NOW)	1.4	$23M	+463%	147k	153.19	View chart
Nextera Energy (NEE)	1.4	$22M	-2%	271k	80.28	View chart
American Tower Reit (AMT)	1.4	$21M		122k	175.57	View chart
Eli Lilly & Co. (LLY)	1.3	$20M		19k	1074.71	View chart
Aptar (ATR)	1.2	$19M		158k	121.96	View chart
Automatic Data Processing (ADP)	1.2	$19M		74k	257.23	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	1.2	$19M		60k	313.00	View chart
IDEXX Laboratories (IDXX)	1.2	$18M	-2%	27k	676.55	View chart
Marsh & McLennan Companies	1.2	$18M	-10%	98k	185.52	View chart
Air Products & Chemicals (APD)	1.1	$18M	-10%	73k	247.02	View chart
Roper Industries (ROP)	1.1	$18M	-2%	40k	445.14	View chart
Chevron Corporation (CVX)	1.1	$17M	-2%	110k	152.41	View chart
Abbvie (ABBV)	1.0	$16M	-5%	71k	228.49	View chart
Johnson & Johnson (JNJ)	1.0	$15M		74k	206.95	View chart
JPMorgan Chase & Co. (JPM)	0.9	$15M	-2%	45k	322.21	View chart
Vanguard Short-Term Inflation-Protected ETF Strm Infproidx (VTIP)	0.9	$14M	+6%	283k	49.46	View chart
Vanguard Extended Market ETF Extend Mkt Etf (VXF)	0.9	$14M	+3%	66k	209.11	View chart
Eaton Corp SHS (ETN)	0.8	$13M		41k	318.51	View chart
Zebra Technologies Corporation Class A Cl A (ZBRA)	0.8	$13M		52k	242.82	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.8	$13M	+3%	57k	219.79	View chart
Xylem (XYL)	0.8	$12M		89k	136.18	View chart
Costco Wholesale Corporation (COST)	0.7	$12M	+6%	14k	862.37	View chart
Meta Platforms Cl A (META)	0.7	$12M	+33%	17k	660.10	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.7	$11M	+2%	32k	335.26	View chart
Abbott Laboratories (ABT)	0.7	$10M	-5%	83k	125.29	View chart
Parker-Hannifin Corporation (PH)	0.6	$9.9M		11k	878.94	View chart
McCormick & Company Com Non Vtg (MKC)	0.6	$9.7M	-32%	142k	68.11	View chart
Pepsi (PEP)	0.6	$9.1M	-3%	63k	143.52	View chart
Walt Disney Company (DIS)	0.6	$9.0M		79k	113.77	View chart
Danaher Corporation (DHR)	0.6	$9.0M	-2%	39k	228.92	View chart
McDonald's Corporation (MCD)	0.5	$8.6M	+7%	28k	305.62	View chart
Procter & Gamble Company (PG)	0.5	$8.6M		60k	143.30	View chart
TJX Companies (TJX)	0.5	$8.6M	+2%	56k	153.60	View chart
ASML Holding NV N Y Registry Shs (ASML)	0.5	$8.3M		7.8k	1069.88	View chart
Lincoln Electric Holdings (LECO)	0.5	$8.3M		35k	239.64	View chart
TE Connectivity Ord Shs (TEL)	0.5	$8.2M	-7%	36k	227.50	View chart
NIKE, Inc. Class B CL B (NKE)	0.5	$8.1M	-2%	127k	63.71	View chart
Sherwin-Williams Company (SHW)	0.5	$7.7M		24k	324.03	View chart
EOG Resources (EOG)	0.5	$7.4M		71k	105.01	View chart
Home Depot (HD)	0.5	$7.3M	+3%	21k	344.11	View chart
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY)	0.4	$7.0M	-9%	12k	603.29	View chart
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH)	0.4	$6.9M		87k	79.73	View chart
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT)	0.4	$6.9M	+14%	66k	103.55	View chart
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR)	0.4	$6.7M	-3%	56k	120.18	View chart
Palantir Technologies Cl A (PLTR)	0.4	$6.7M		38k	177.76	View chart
Adobe Systems Incorporated (ADBE)	0.4	$6.6M	-50%	19k	350.01	View chart
Netflix (NFLX)	0.4	$6.5M	+1064%	69k	93.76	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.4	$6.0M	+3%	248k	24.33	View chart
Analog Devices (ADI)	0.4	$5.9M		22k	271.19	View chart
iShares iBonds Treasury 2027 Ibonds 27 Trm Ts (IBTH)	0.4	$5.8M	+9%	259k	22.47	View chart
iShares iBonds Treasury 2028 Ibonds 28 Trm Ts (IBTI)	0.4	$5.6M	+17%	252k	22.36	View chart
Vanguard Core Bond ETF Core Bd Etf (VCRB)	0.4	$5.6M	+13%	72k	77.89	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.3	$5.5M	+2%	8.9k	614.31	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.3	$5.1M		51k	98.83	View chart
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG)	0.3	$5.0M	-7%	221k	22.87	View chart
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)	0.3	$5.0M	+4%	63k	78.80	View chart
Merck & Co (MRK)	0.3	$4.9M		46k	105.27	View chart
American Express Company (AXP)	0.3	$4.8M		13k	369.95	View chart
Lowe's Companies (LOW)	0.3	$4.7M		20k	241.17	View chart
Hubbell (HUBB)	0.3	$4.7M		11k	444.15	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.3	$4.5M		6.5k	684.94	View chart
Trane Technologies SHS (TT)	0.3	$4.4M		11k	389.16	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.3M		36k	120.35	View chart
Monolithic Power Systems (MPWR)	0.3	$4.2M	+43%	4.7k	906.30	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	0.3	$4.2M	+8%	71k	58.73	View chart
Welltower Inc Com reit (WELL)	0.3	$4.1M	-14%	22k	185.59	View chart
Berkshire Hathaway Inc. Class A Cl A (BRK.A)	0.2	$3.8M	+66%	5.00	754800.00	View chart
Waste Management (WM)	0.2	$3.8M	-6%	17k	219.72	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.2	$3.6M		55k	66.00	View chart
Taiwan Semiconductor MFG. Sponsored Ads (TSM)	0.2	$3.5M	+7%	12k	303.86	View chart
Caterpillar (CAT)	0.2	$3.4M	+61%	6.0k	572.79	View chart
Synopsys (SNPS)	0.2	$3.4M	-79%	7.3k	469.74	View chart
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)	0.2	$3.4M		27k	123.25	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.3M		18k	183.40	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.2	$3.2M		51k	62.47	View chart
Coca-Cola Company (KO)	0.2	$3.1M		45k	69.91	View chart
Amgen (AMGN)	0.2	$3.0M		9.2k	327.26	View chart
General Mills (GIS)	0.2	$3.0M	-2%	64k	46.49	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.2	$2.9M	+2%	10k	290.24	View chart
Vanguard Large-Cap ETF Large Cap Etf (VV)	0.2	$2.9M		9.2k	314.75	View chart
RPM International (RPM)	0.2	$2.9M	-8%	28k	104.01	View chart
Corning Incorporated (GLW)	0.2	$2.9M	+31%	33k	87.57	View chart
Qualcomm (QCOM)	0.2	$2.8M		17k	171.03	View chart
Boston Scientific Corporation (BSX)	0.2	$2.8M	+151%	30k	95.36	View chart
iShares iBonds Treasury 2029 Ibonds 29 Trm Ts (IBTJ)	0.2	$2.8M	+14%	126k	21.95	View chart
Oracle Corporation (ORCL)	0.2	$2.8M		14k	194.89	View chart
Illinois Tool Works (ITW)	0.2	$2.7M	-4%	11k	246.32	View chart
Medtronic SHS (MDT)	0.2	$2.6M	-3%	27k	96.05	View chart
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)	0.2	$2.6M	-9%	52k	50.59	View chart
Norfolk Southern (NSC)	0.2	$2.4M		8.5k	288.68	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.2	$2.4M		32k	75.43	View chart
First Solar (FSLR)	0.2	$2.4M		9.1k	261.21	View chart
AFLAC Incorporated (AFL)	0.1	$2.3M		21k	110.25	View chart
iShares iBonds Treasury 2030 Ibond Dec 2030 (IBTK)	0.1	$2.3M	+14%	115k	19.85	View chart
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO)	0.1	$2.3M		45k	50.47	View chart
Wal-Mart Stores (WMT)	0.1	$2.2M		20k	111.43	View chart
iShares iBonds Treasury 2031 Ibonds Dec 2031 (IBTL)	0.1	$2.2M	+10%	105k	20.52	View chart
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)	0.1	$2.1M		29k	73.57	View chart
Applied Materials (AMAT)	0.1	$2.1M	-2%	8.1k	257.01	View chart
UnitedHealth (UNH)	0.1	$2.1M	-2%	6.3k	330.12	View chart
Nextnav Common Stock (NN)	0.1	$2.1M		125k	16.64	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.1	$2.0M	+6%	27k	75.46	View chart
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV)	0.1	$2.0M	-2%	26k	77.90	View chart
Gilead Sciences (GILD)	0.1	$2.0M	-5%	16k	122.77	View chart
Amphenol Corporation Cl A (APH)	0.1	$2.0M	-12%	15k	135.13	View chart
3M Company (MMM)	0.1	$1.9M		12k	160.09	View chart
Tyler Technologies (TYL)	0.1	$1.9M	+9%	4.2k	454.03	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	0.1	$1.9M		9.5k	199.68	View chart
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO)	0.1	$1.9M	+4%	37k	50.89	View chart
American Water Works (AWK)	0.1	$1.9M	+4%	14k	130.52	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.1	$1.8M	+6%	20k	88.47	View chart
Clorox Company (CLX)	0.1	$1.7M	-29%	17k	100.85	View chart
Vanguard Ultra-Short Bond ETF Vanguard Ultra (VUSB)	0.1	$1.7M	-20%	34k	49.84	View chart
Verizon Communications (VZ)	0.1	$1.7M	-24%	41k	40.74	View chart
iShares iBonds Treasury 2032 Ibonds Dec 2032 (IBTM)	0.1	$1.7M	+4%	72k	23.07	View chart
Bristol Myers Squibb (BMY)	0.1	$1.6M	+10%	30k	53.96	View chart
Philip Morris International (PM)	0.1	$1.6M	-2%	10k	160.41	View chart
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR)	0.1	$1.6M		17k	96.30	View chart
Sandisk Corp (SNDK)	0.1	$1.6M	NEW	6.7k	237.34	View chart
Flextronics Int'l Ord (FLEX)	0.1	$1.6M		26k	60.43	View chart
Accenture Plc Class A Shs Class A (ACN)	0.1	$1.6M	+30%	5.9k	268.22	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$1.6M		12k	129.20	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.6M		13k	116.07	View chart
Pfizer (PFE)	0.1	$1.6M	-6%	62k	24.90	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$1.5M		6.2k	246.15	View chart
CrowdStrike Holdings, Inc. Class A Cl A (CRWD)	0.1	$1.5M	+32%	3.3k	468.67	View chart
Mondelez International, Inc. Class A Cl A (MDLZ)	0.1	$1.5M	-12%	28k	53.82	View chart
Intuit (INTU)	0.1	$1.4M	+30%	2.2k	662.53	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.1	$1.4M		4.4k	322.90	View chart
Cisco Systems (CSCO)	0.1	$1.4M		18k	77.05	View chart
FedEx Corporation (FDX)	0.1	$1.4M	-11%	4.8k	288.87	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.4M	-20%	10k	137.92	View chart
Target Corporation (TGT)	0.1	$1.4M		14k	97.74	View chart
State Street Corporation (STT)	0.1	$1.2M	NEW	9.5k	129.03	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.1	$1.2M		5.7k	212.08	View chart
Steris Shs Usd (STE)	0.1	$1.2M		4.6k	253.62	View chart
Broadcom (AVGO)	0.1	$1.2M	+17%	3.3k	346.20	View chart
Vanguard Short Duration Tax Exempt Bond ETF Short Tax Exempt (VSDM)	0.1	$1.1M	+59%	15k	76.46	View chart
Vanguard Core Tax-Ex Bond Core Tax Exempt (VCRM)	0.1	$1.1M	NEW	15k	75.60	View chart
Teradyne (TER)	0.1	$1.1M	-7%	5.8k	193.51	View chart
Emerson Electric (EMR)	0.1	$1.1M	-3%	8.0k	132.78	View chart
GATX Corporation (GATX)	0.1	$1.1M	-5%	6.2k	169.61	View chart
International Business Machines (IBM)	0.1	$1.0M	-2%	3.5k	296.32	View chart
Shopify, Inc. Class A Cl A Sub Vtg Shs (SHOP)	0.1	$1.0M	+120%	6.4k	161.03	View chart
Starwood Property Trust (STWD)	0.1	$955k	-11%	53k	18.02	View chart
Linde SHS (LIN)	0.1	$927k		2.2k	426.60	View chart
Diamondback Energy (FANG)	0.1	$902k		6.0k	150.33	View chart
Ingersoll Rand (IR)	0.1	$900k		11k	79.25	View chart
iShares Short Treasury Bond Fund Short Treas Bd (SHV)	0.1	$893k		8.1k	110.12	View chart
Comcast Corporation Class A Cl A (CMCSA)	0.1	$871k	-16%	29k	29.88	View chart
Mastercard Incorporated Class A Cl A (MA)	0.1	$869k	+4%	1.5k	570.58	View chart
ConocoPhillips (COP)	0.1	$856k		9.1k	93.66	View chart
Innodata Com New (INOD)	0.1	$836k		16k	50.98	View chart
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)	0.1	$823k	-2%	16k	50.91	View chart
Becton, Dickinson and (BDX)	0.0	$781k	-20%	4.0k	194.13	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.0	$778k		8.1k	96.08	View chart
O'reilly Automotive (ORLY)	0.0	$776k	+29%	8.5k	91.23	View chart
Hologic (HOLX)	0.0	$775k	-45%	10k	74.45	View chart
Abb Sponsored Adr (ABBNY)	0.0	$773k		11k	73.97	View chart
Kinder Morgan (KMI)	0.0	$751k	+3%	27k	27.48	View chart
Cheniere Energy Com New (LNG)	0.0	$734k		3.8k	194.44	View chart
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS)	0.0	$713k		13k	57.26	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)	0.0	$713k	+42%	14k	52.90	View chart
Altria (MO)	0.0	$711k	-2%	12k	57.70	View chart
Honeywell International (HON)	0.0	$699k		3.6k	194.98	View chart
JP Morgan ETF Trust Hedged Equity La (HELO)	0.0	$695k	+24%	11k	66.44	View chart
Allegion Ord Shs (ALLE)	0.0	$692k		4.3k	159.23	View chart
Vanguard Growth ETF Growth Etf (VUG)	0.0	$690k		1.4k	487.98	View chart
iShares Gold Trust Ishares New (IAU)	0.0	$684k	-32%	8.4k	81.23	View chart
Vanguard High Dividend Yield Index ETF High Div Yld (VYM)	0.0	$680k		4.7k	143.46	View chart
PNC Financial Services (PNC)	0.0	$677k		3.2k	208.63	View chart
Deere & Company (DE)	0.0	$674k	-4%	1.4k	465.79	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.0	$664k		1.4k	473.27	View chart
Churchill Capital Corp X Shs Cl A (CCCX)	0.0	$655k	NEW	42k	15.60	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$623k		35k	17.80	View chart
Colgate-Palmolive Company (CL)	0.0	$621k		7.9k	79.08	View chart
Kimberly-Clark Corporation (KMB)	0.0	$619k		6.1k	100.95	View chart
Shell Spon Ads (SHEL)	0.0	$615k		8.4k	73.49	View chart
Lennar Corporation Class A Cl A (LEN)	0.0	$615k	+55%	6.0k	102.74	View chart
Dover Corporation (DOV)	0.0	$613k		3.1k	195.16	View chart
Johnson Controls International Plc equity (JCI)	0.0	$599k		5.0k	119.82	View chart
Chubb (CB)	0.0	$581k		1.9k	312.03	View chart
GE Aerospace Com New (GE)	0.0	$573k	+39%	1.9k	307.90	View chart
Franklin Pennsylvania Municipal Income ETF Franklin Pennsyl (FTPA)	0.0	$565k	NEW	66k	8.62	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$556k	-4%	10k	53.77	View chart
Marriott International, Inc. Class A Cl A (MAR)	0.0	$552k	NEW	1.8k	310.46	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$552k		12k	45.79	View chart
Fastenal Company (FAST)	0.0	$546k		14k	40.15	View chart
Avery Dennison Corporation (AVY)	0.0	$546k		3.0k	182.00	View chart
Insulet Corporation (PODD)	0.0	$540k		1.9k	284.21	View chart
Ge Vernova (GEV)	0.0	$537k	NEW	821.00	654.08	View chart
Fidelity Total Total Bd Etf (FBND)	0.0	$533k		12k	46.05	View chart
Trimble Navigation (TRMB)	0.0	$523k		6.7k	78.35	View chart
Church & Dwight (CHD)	0.0	$516k		6.2k	83.88	View chart
Blackstone Group Inc. Class A Com Cl A (BX)	0.0	$515k	+22%	3.3k	154.24	View chart
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ)	0.0	$513k		3.9k	131.57	View chart
Root Cl A New (ROOT)	0.0	$496k		6.9k	72.21	View chart
Eastern Bankshares (EBC)	0.0	$493k	-2%	27k	18.41	View chart
Vanguard Energy ETF Energy Etf (VDE)	0.0	$488k	+7%	3.9k	125.97	View chart
Northern Trust Corporation (NTRS)	0.0	$478k		3.5k	136.69	View chart
At&t (T)	0.0	$461k	+7%	19k	24.84	View chart
Starbucks Corporation (SBUX)	0.0	$454k	-7%	5.4k	84.26	View chart
Weyerhaeuser Company Com New (WY)	0.0	$449k	-28%	19k	23.67	View chart
Hartford Financial Services (HIG)	0.0	$446k		3.2k	137.95	View chart
Travelers Companies (TRV)	0.0	$442k		1.5k	289.84	View chart
Bank of America Corporation (BAC)	0.0	$441k	NEW	8.0k	54.98	View chart
Nextracker Inc Class Class A Com (NXT)	0.0	$433k		5.0k	87.14	View chart
AutoZone (AZO)	0.0	$431k	-7%	127.00	3393.70	View chart
iShares 20 Year Treasury Bond ETF 20 Yr Tr Bd Etf (TLT)	0.0	$420k	NEW	4.8k	87.14	View chart
Globalstar Com New (GSAT)	0.0	$407k		6.7k	61.06	View chart
Airbnb Inc Com CL A Com Cl A (ABNB)	0.0	$400k	+8%	2.9k	135.69	View chart
Agnico (AEM)	0.0	$397k		2.3k	169.37	View chart
Diageo Spon Adr New (DEO)	0.0	$390k	-4%	4.5k	86.36	View chart
SYSCO Corporation (SYY)	0.0	$389k		5.3k	73.67	View chart
Dollar General (DG)	0.0	$382k	NEW	2.9k	132.78	View chart
H&R Block	0.0	$375k	-4%	8.6k	43.60	View chart
Waters Corporation (WAT)	0.0	$372k	+2%	979.00	379.98	View chart
Texas Instruments Incorporated (TXN)	0.0	$371k		2.1k	173.53	View chart
iShares Micro-Cap ETF Micro-cap Etf (IWC)	0.0	$368k		2.3k	157.74	View chart
Uber Technologies (UBER)	0.0	$366k	+68%	4.5k	81.73	View chart
Carrier Global Corporation (CARR)	0.0	$364k		6.9k	52.88	View chart
V.F. Corporation (VFC)	0.0	$362k	NEW	20k	18.10	View chart
J P Morgan Exchange Municipal Etf (JMUB)	0.0	$352k		7.0k	50.55	View chart
Intercontinental Exchange (ICE)	0.0	$351k	+26%	2.2k	162.12	View chart
Fiserv (FI)	0.0	$347k	-61%	5.2k	67.09	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	0.0	$343k		5.7k	59.93	View chart
Moody's Corporation (MCO)	0.0	$343k		671.00	511.18	View chart
Neogen Corporation (NEOG)	0.0	$343k		49k	6.98	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$338k		746.00	453.08	View chart
Veralto Corp-W/I Com Shs (VLTO)	0.0	$336k	-3%	3.4k	99.82	View chart
Waste Connections (WCN)	0.0	$331k	+17%	1.9k	175.13	View chart
SPDR S&P Dividend ETF S&p Divid Etf (SDY)	0.0	$329k		2.4k	139.35	View chart
Canadian Pacific Kansas City (CP)	0.0	$328k	-10%	4.5k	73.66	View chart
Goldman Sachs (GS)	0.0	$325k		370.00	878.38	View chart
iShares TR MSCI USA Msci Usa Min Vol (USMV)	0.0	$319k		3.4k	94.13	View chart
Wells Fargo & Company (WFC)	0.0	$319k	-5%	3.4k	93.19	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$318k		2.6k	124.71	View chart
Prologis (PLD)	0.0	$317k	NEW	2.5k	127.72	View chart
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB)	0.0	$313k		3.5k	89.17	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.0	$310k	+39%	2.8k	110.09	View chart
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT)	0.0	$307k		6.0k	50.84	View chart
Vanguard Consumer Staples ETF Consum Stp Etf (VDC)	0.0	$301k	NEW	1.4k	210.93	View chart
Franklin New York Municipal Income ETF Franklin Ny Muni (FTNY)	0.0	$300k	NEW	38k	7.84	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$298k		1.2k	259.13	View chart
Intel Corporation (INTC)	0.0	$292k		7.9k	36.89	View chart
New York Times Company Class A Cl A (NYT)	0.0	$292k		4.2k	69.52	View chart
McKesson Corporation (MCK)	0.0	$291k		355.00	819.72	View chart
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT)	0.0	$289k	NEW	3.5k	83.77	View chart
New Jersey Resources Corporation (NJR)	0.0	$287k		6.2k	46.17	View chart
Watsco, Incorporated (WSO)	0.0	$281k		835.00	336.53	View chart
CVS Caremark Corporation (CVS)	0.0	$279k	-33%	3.5k	79.26	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.0	$276k	+9%	2.7k	102.37	View chart
Vanguard Small-Cap ETF Small Cp Etf (VB)	0.0	$276k	-2%	1.1k	257.94	View chart
Keysight Technologies (KEYS)	0.0	$276k	-12%	1.4k	203.54	View chart
Seagate Technology Holdings SHS (STX)	0.0	$275k		1.0k	275.00	View chart
Science App Int'l (SAIC)	0.0	$275k		2.7k	100.55	View chart
iShares Russell 1000 ETF Rus 1000 Etf (IWB)	0.0	$271k		725.00	373.79	View chart
Franklin Municipal Income ETF Franklin Muni (FTMU)	0.0	$270k	NEW	35k	7.81	View chart
Brown & Brown (BRO)	0.0	$262k		3.3k	79.76	View chart
iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.0	$261k	NEW	2.6k	99.81	View chart
Cognizant Technology Solutions Corporation Class A Cl A (CTSH)	0.0	$259k		3.1k	83.01	View chart
Terreno Realty Corporation (TRNO)	0.0	$259k		4.4k	58.66	View chart
L3harris Technologies (LHX)	0.0	$258k		879.00	293.52	View chart
Booking Holdings (BKNG)	0.0	$257k	NEW	48.00	5354.17	View chart
Otis Worldwide Corp (OTIS)	0.0	$257k	-15%	2.9k	87.36	View chart
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB)	0.0	$250k	NEW	8.3k	30.19	View chart
Alcon Ord Shs (ALC)	0.0	$249k		3.2k	78.90	View chart
Ss&c Technologies Holding (SSNC)	0.0	$248k		2.8k	87.32	View chart
Nxp Semiconductors N V (NXPI)	0.0	$247k		1.1k	216.67	View chart
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB)	0.0	$242k		14k	17.42	View chart
Janus Henderson Group Ord Shs (JHG)	0.0	$238k		5.0k	47.60	View chart
SPDR Bloomberg Barclays High Yield Bond ETF State Street Spd (JNK)	0.0	$238k	NEW	2.4k	97.34	View chart
Progressive Corporation (PGR)	0.0	$236k		1.0k	227.80	View chart
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)	0.0	$233k	NEW	3.1k	74.04	View chart
Vanguard Short-Term Tax-Exempt Bond ETF Short Trm Tax Ex (VTES)	0.0	$229k		2.3k	101.78	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.0	$226k		1.6k	141.25	View chart
Ametek (AME)	0.0	$223k		1.1k	205.53	View chart
iShares MSCI USA ESG Select ETF Esg Optimized (SUSA)	0.0	$223k		1.6k	139.38	View chart
Us Foods Hldg Corp call (USFD)	0.0	$221k	NEW	2.9k	75.30	View chart
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$219k		1.9k	113.47	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$217k		976.00	222.34	View chart
Fortive (FTV)	0.0	$216k	NEW	3.9k	55.10	View chart
Lamar Advertising Co CL A Cl A (LAMR)	0.0	$215k		1.7k	126.84	View chart
Labcorp Holdings Com Shs (LH)	0.0	$213k		850.00	250.59	View chart
Wintrust Financial Corporation (WTFC)	0.0	$210k	NEW	1.5k	140.00	View chart
Copart (CPRT)	0.0	$204k		5.2k	39.23	View chart
Nuveen Nasdaq 100 Com Shs (QQQX)	0.0	$204k	NEW	7.2k	28.52	View chart
Unilever Spon Adr New (UL)	0.0	$204k	NEW	3.1k	65.38	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.0	$204k	+100%	4.6k	44.70	View chart
Constellation Energy (CEG)	0.0	$202k	NEW	571.00	353.77	View chart
SPDR DoubleLine Total Return Tactical ETF State Street Dou (TOTL)	0.0	$201k	NEW	5.0k	40.20	View chart
Viewray (VRAYQ)	0.0	$0		10k	0.00	View chart

Past Filings by Boston Family Office

SEC 13F filings are viewable for Boston Family Office going back to 2011

Boston Family Office 2025 Q4 filed Feb. 13, 2026
Boston Family Office 2025 Q3 filed Nov. 12, 2025
Boston Family Office 2025 Q2 filed Aug. 13, 2025
Boston Family Office 2025 Q1 filed May 13, 2025
Boston Family Office 2024 Q4 filed Feb. 12, 2025
Boston Family Office 2024 Q3 filed Nov. 13, 2024
Boston Family Office 2024 Q2 filed Aug. 12, 2024
Boston Family Office 2024 Q1 filed May 13, 2024
Boston Family Office 2023 Q4 filed Feb. 12, 2024
Boston Family Office 2023 Q3 filed Nov. 13, 2023
Boston Family Office 2023 Q2 filed Aug. 14, 2023
Boston Family Office 2023 Q1 filed May 10, 2023
Boston Family Office 2022 Q4 filed Feb. 7, 2023
Boston Family Office 2022 Q3 filed Nov. 8, 2022
Boston Family Office 2022 Q2 filed Aug. 11, 2022
Boston Family Office 2022 Q1 filed May 11, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z