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Boston Family Office

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

Top 5 stock holdings are AAPL, MSFT, AMZN, GOOG, V, and represent 19.19% of Boston Family Office's stock portfolio.
Added to shares of these 10 stocks: SNPS (+$15M), LLY (+$7.5M), META (+$6.0M), ROP, NVDA, PANW, FLEX, SPGI, MKC, IBTI.
Started 17 new stock positions in AME, XLE, NJR, GSAT, VSDM, UBER, HELO, LDOS, ICE, INTC. VMC, CPK, USMV, STX, NXT, STIP, JHG.
Reduced shares in these 10 stocks: , TER (-$7.3M), AAPL, ADBE, IQV, ECL, APD, ROK, ATR, IBTF.
Sold out of its positions in ANSS, CHRW, FTV, KVUE, PYPL, BND.
Boston Family Office was a net buyer of stock by $2.4M.
Boston Family Office has $1.6B in assets under management (AUM), dropping by 4.34%.
Central Index Key (CIK): 0001039807

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Portfolio Holdings for Boston Family Office

Boston Family Office holds 296 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.8	$75M		295k	254.63	View chart
Microsoft Corporation (MSFT)	4.6	$72M		140k	517.89	View chart
Amazon (AMZN)	3.6	$56M		257k	219.59	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	3.2	$51M		208k	243.56	View chart
Visa Inc. Class A Com Cl A (V)	3.0	$47M		138k	341.38	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	2.2	$35M		57k	612.37	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	2.1	$33M		49k	666.17	View chart
Union Pacific Corporation (UNP)	1.9	$30M		127k	236.37	View chart
Berkshire Hathaway Inc. Class B Cl B New (BRK.B)	1.9	$30M		59k	502.75	View chart
S&p Global (SPGI)	1.7	$27M	+3%	55k	486.78	View chart
NVIDIA Corporation (NVDA)	1.7	$26M	+10%	141k	186.57	View chart
Rockwell Automation (ROK)	1.7	$26M		75k	349.52	View chart
Ecolab (ECL)	1.6	$26M	-2%	95k	273.86	View chart
Stryker Corporation (SYK)	1.6	$25M		66k	369.68	View chart
Palo Alto Networks (PANW)	1.5	$24M	+7%	119k	203.63	View chart
Servicenow (NOW)	1.5	$24M		26k	920.50	View chart
American Tower Reit (AMT)	1.5	$24M	-2%	123k	192.35	View chart
Iqvia Holdings (IQV)	1.5	$23M	-3%	120k	189.89	View chart
Air Products & Chemicals (APD)	1.4	$22M	-2%	82k	272.69	View chart
Marsh & McLennan Companies (MMC)	1.4	$22M	+3%	109k	201.50	View chart
Automatic Data Processing (ADP)	1.4	$22M		74k	293.49	View chart
Aptar (ATR)	1.4	$21M	-2%	159k	133.65	View chart
salesforce (CRM)	1.3	$21M		89k	237.01	View chart
Nextera Energy (NEE)	1.3	$21M		277k	75.50	View chart
Roper Industries (ROP)	1.3	$21M	+16%	41k	498.70	View chart
Thermo Fisher Scientific (TMO)	1.3	$20M		41k	484.68	View chart
IDEXX Laboratories (IDXX)	1.1	$18M		28k	638.70	View chart
Chevron Corporation (CVX)	1.1	$18M		113k	155.29	View chart
Abbvie (ABBV)	1.1	$17M	+4%	75k	231.20	View chart
Synopsys (SNPS)	1.1	$17M	+551%	35k	493.35	View chart
Eaton Corp SHS (ETN)	1.0	$16M		42k	374.02	View chart
Zebra Technologies Corporation Class A Cl A (ZBRA)	1.0	$16M		52k	297.16	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	0.9	$15M		60k	243.10	View chart
JPMorgan Chase & Co. (JPM)	0.9	$15M		46k	315.43	View chart
Eli Lilly & Co. (LLY)	0.9	$14M	+109%	19k	763.00	View chart
McCormick & Company Com Non Vtg (MKC)	0.9	$14M	+6%	209k	66.91	View chart
Johnson & Johnson (JNJ)	0.9	$14M	-3%	75k	185.36	View chart
Vanguard Short-Term Inflation-Protected ETF Strm Infproidx (VTIP)	0.9	$14M	+5%	266k	50.63	View chart
Vanguard Extended Market ETF Extend Mkt Etf (VXF)	0.9	$13M	-2%	64k	209.35	View chart
Adobe Systems Incorporated (ADBE)	0.9	$13M	-5%	38k	352.79	View chart
Xylem (XYL)	0.8	$13M		90k	147.46	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.8	$12M		55k	215.78	View chart
Costco Wholesale Corporation (COST)	0.7	$12M		13k	925.67	View chart
Abbott Laboratories (ABT)	0.7	$12M	+3%	87k	133.91	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.7	$10M	+2%	32k	328.16	View chart
Meta Platforms Cl A (META)	0.6	$9.6M	+170%	13k	734.35	View chart
Procter & Gamble Company (PG)	0.6	$9.3M		60k	153.65	View chart
Pepsi (PEP)	0.6	$9.2M		65k	140.43	View chart
NIKE, Inc. Class B CL B (NKE)	0.6	$9.1M		131k	69.73	View chart
Walt Disney Company (DIS)	0.6	$9.1M		79k	114.51	View chart
Parker-Hannifin Corporation (PH)	0.5	$8.6M		11k	758.16	View chart
TE Connectivity Ord Shs (TEL)	0.5	$8.6M		39k	219.44	View chart
Home Depot (HD)	0.5	$8.3M		20k	405.22	View chart
Sherwin-Williams Company (SHW)	0.5	$8.2M		24k	346.27	View chart
Lincoln Electric Holdings (LECO)	0.5	$8.1M		35k	235.81	View chart
McDonald's Corporation (MCD)	0.5	$8.0M		26k	303.88	View chart
Danaher Corporation (DHR)	0.5	$8.0M		40k	198.26	View chart
EOG Resources (EOG)	0.5	$7.9M	-3%	71k	112.13	View chart
TJX Companies (TJX)	0.5	$7.8M	+5%	54k	144.52	View chart
ASML Holding NV N Y Registry Shs (ASML)	0.5	$7.7M		7.9k	967.94	View chart
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY)	0.5	$7.6M		13k	595.99	View chart
Netflix (NFLX)	0.5	$7.1M	+8%	6.0k	1199.03	View chart
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH)	0.5	$7.1M		89k	79.92	View chart
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR)	0.4	$6.9M		58k	118.83	View chart
Palantir Technologies Cl A (PLTR)	0.4	$6.9M	+10%	38k	182.43	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.4	$5.9M		239k	24.70	View chart
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT)	0.4	$5.7M		58k	99.10	View chart
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG)	0.3	$5.5M	+5%	239k	22.95	View chart
Analog Devices (ADI)	0.3	$5.3M	+2%	22k	245.68	View chart
iShares iBonds Treasury 2027 Ibonds 27 Trm Ts (IBTH)	0.3	$5.3M	+6%	236k	22.52	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.3	$5.2M		8.7k	600.41	View chart
Zoetis, Inc. Class A Cl A (ZTS)	0.3	$5.1M	+2%	35k	146.33	View chart
Lowe's Companies (LOW)	0.3	$4.9M		20k	251.30	View chart
Vanguard Core Bond ETF Core Bd Etf (VCRB)	0.3	$4.9M	+13%	63k	78.40	View chart
iShares iBonds Treasury 2028 Ibonds 28 Trm Ts (IBTI)	0.3	$4.8M	+18%	214k	22.38	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.3	$4.8M	-4%	52k	91.78	View chart
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)	0.3	$4.8M	-5%	61k	78.91	View chart
Trane Technologies SHS (TT)	0.3	$4.8M		11k	421.92	View chart
Hubbell (HUBB)	0.3	$4.6M		11k	430.31	View chart
Welltower Inc Com reit (WELL)	0.3	$4.6M		26k	177.99	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.3	$4.4M		6.6k	669.39	View chart
American Express Company (AXP)	0.3	$4.4M		13k	332.16	View chart
Waste Management (WM)	0.3	$4.1M	+3%	18k	220.75	View chart
Oracle Corporation (ORCL)	0.3	$4.0M		14k	281.27	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.0M	+4%	36k	112.74	View chart
Merck & Co (MRK)	0.2	$3.8M	-8%	46k	83.93	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	0.2	$3.8M		65k	58.85	View chart
RPM International (RPM)	0.2	$3.5M		30k	117.83	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.2	$3.5M		54k	65.25	View chart
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)	0.2	$3.3M		27k	120.73	View chart
General Mills (GIS)	0.2	$3.3M		66k	50.42	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.2	$3.1M	+2%	51k	59.92	View chart
Taiwan Semiconductor MFG. Sponsored Ads (TSM)	0.2	$3.0M	+4%	11k	279.25	View chart
Clorox Company (CLX)	0.2	$3.0M	+10%	25k	123.29	View chart
Illinois Tool Works (ITW)	0.2	$3.0M		12k	260.83	View chart
Monolithic Power Systems (MPWR)	0.2	$3.0M	+29%	3.2k	920.23	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.0M	+14%	18k	167.33	View chart
Coca-Cola Company (KO)	0.2	$3.0M	-2%	45k	66.33	View chart
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)	0.2	$2.9M	-10%	58k	50.73	View chart
Vanguard Large-Cap ETF Large Cap Etf (VV)	0.2	$2.9M	-9%	9.3k	307.82	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.2	$2.9M	+8%	9.8k	293.74	View chart
Qualcomm (QCOM)	0.2	$2.8M	-2%	17k	166.38	View chart
Medtronic SHS (MDT)	0.2	$2.7M		29k	95.25	View chart
Amgen (AMGN)	0.2	$2.6M		9.2k	282.21	View chart
Norfolk Southern (NSC)	0.2	$2.5M		8.5k	300.37	View chart
iShares iBonds Treasury 2029 Ibonds 29 Trm Ts (IBTJ)	0.2	$2.4M		110k	21.95	View chart
Verizon Communications (VZ)	0.2	$2.4M		55k	43.94	View chart
AFLAC Incorporated (AFL)	0.1	$2.3M		21k	111.68	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.1	$2.3M		32k	73.47	View chart
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO)	0.1	$2.3M	+18%	45k	50.59	View chart
Berkshire Hathaway Inc. Class A Cl A (BRK.A)	0.1	$2.3M		3.00	754333.33	View chart
UnitedHealth (UNH)	0.1	$2.2M	+4%	6.5k	345.33	View chart
Vanguard Ultra-Short Bond ETF Vanguard Ultra (VUSB)	0.1	$2.1M	+11%	43k	49.98	View chart
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV)	0.1	$2.1M	-7%	27k	78.10	View chart
Wal-Mart Stores (WMT)	0.1	$2.1M		20k	103.08	View chart
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)	0.1	$2.1M		29k	71.37	View chart
Amphenol Corporation Cl A (APH)	0.1	$2.1M	-2%	17k	123.73	View chart
Corning Incorporated (GLW)	0.1	$2.0M		25k	81.59	View chart
First Solar (FSLR)	0.1	$2.0M		9.1k	220.55	View chart
Tyler Technologies (TYL)	0.1	$2.0M		3.8k	523.11	View chart
iShares iBonds Treasury 2030 Ibond Dec 2030 (IBTK)	0.1	$2.0M		101k	19.88	View chart
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO)	0.1	$2.0M		36k	55.48	View chart
Mondelez International, Inc. Class A Cl A (MDLZ)	0.1	$2.0M	+3%	32k	62.46	View chart
iShares iBonds Treasury 2031 Ibonds Dec 2031 (IBTL)	0.1	$2.0M		95k	20.57	View chart
Gilead Sciences (GILD)	0.1	$1.9M		17k	111.08	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.1	$1.9M	+29%	25k	75.68	View chart
3M Company (MMM)	0.1	$1.9M		12k	155.22	View chart
American Water Works (AWK)	0.1	$1.9M	+26%	14k	139.09	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	0.1	$1.9M	-2%	9.5k	195.89	View chart
Nextnav Common Stock (NN)	0.1	$1.8M		125k	14.30	View chart
Caterpillar (CAT)	0.1	$1.8M	+14%	3.7k	477.11	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.1	$1.7M		19k	91.40	View chart
Fiserv (FI)	0.1	$1.7M		13k	128.96	View chart
Applied Materials (AMAT)	0.1	$1.7M	-2%	8.3k	204.79	View chart
Pfizer (PFE)	0.1	$1.7M		66k	25.48	View chart
Philip Morris International (PM)	0.1	$1.7M	-4%	10k	162.23	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.6M	-2%	13k	127.34	View chart
iShares iBonds Treasury 2032 Ibonds Dec 2032 (IBTM)	0.1	$1.6M		69k	23.12	View chart
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR)	0.1	$1.6M		17k	96.56	View chart
Flextronics Int'l Ord (FLEX)	0.1	$1.5M	+157%	26k	57.95	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$1.5M		6.2k	241.98	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$1.5M		12k	125.92	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.5M		14k	108.97	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.1	$1.4M		4.4k	319.97	View chart
Hologic (HOLX)	0.1	$1.3M		19k	67.48	View chart
FedEx Corporation (FDX)	0.1	$1.3M		5.4k	235.83	View chart
Innodata Com New (INOD)	0.1	$1.3M		16k	77.07	View chart
Target Corporation (TGT)	0.1	$1.3M		14k	89.68	View chart
Cisco Systems (CSCO)	0.1	$1.2M		18k	68.41	View chart
Bristol Myers Squibb (BMY)	0.1	$1.2M		27k	45.09	View chart
CrowdStrike Holdings, Inc. Class A Cl A (CRWD)	0.1	$1.2M		2.5k	490.44	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.1	$1.2M		5.7k	206.51	View chart
Starwood Property Trust (STWD)	0.1	$1.2M		60k	19.37	View chart
GATX Corporation (GATX)	0.1	$1.2M	-2%	6.6k	174.86	View chart
Boston Scientific Corporation (BSX)	0.1	$1.1M		12k	97.62	View chart
Steris Shs Usd (STE)	0.1	$1.1M		4.6k	247.35	View chart
Intuit (INTU)	0.1	$1.1M		1.7k	682.66	View chart
Accenture Plc Class A Shs Class A (ACN)	0.1	$1.1M	-11%	4.5k	246.50	View chart
Comcast Corporation Class A Cl A (CMCSA)	0.1	$1.1M	-2%	35k	31.41	View chart
Emerson Electric (EMR)	0.1	$1.1M	-4%	8.3k	131.18	View chart
Linde SHS (LIN)	0.1	$1.0M		2.2k	474.92	View chart
International Business Machines (IBM)	0.1	$1.0M	-8%	3.6k	282.09	View chart
Becton, Dickinson and (BDX)	0.1	$945k	-2%	5.0k	187.17	View chart
Broadcom (AVGO)	0.1	$939k	-4%	2.8k	329.82	View chart
Ingersoll Rand (IR)	0.1	$938k		11k	82.60	View chart
iShares Gold Trust Ishares New (IAU)	0.1	$901k		12k	72.54	View chart
iShares Short Treasury Bond Fund Short Treas Bd (SHV)	0.1	$897k		8.1k	110.52	View chart
Cheniere Energy Com New (LNG)	0.1	$887k		3.8k	234.97	View chart
ConocoPhillips (COP)	0.1	$864k		9.1k	94.54	View chart
Diamondback Energy (FANG)	0.1	$859k		6.0k	143.17	View chart
Teradyne (TER)	0.1	$856k	-89%	6.2k	137.69	View chart
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)	0.1	$843k		17k	51.06	View chart
Altria (MO)	0.1	$835k	-4%	13k	66.05	View chart
Mastercard Incorporated Class A Cl A (MA)	0.1	$830k		1.5k	568.49	View chart
Allegion Ord Shs (ALLE)	0.0	$771k		4.3k	177.40	View chart
Kimberly-Clark Corporation (KMB)	0.0	$770k	+22%	6.2k	124.27	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.0	$756k		8.1k	93.37	View chart
Honeywell International (HON)	0.0	$755k		3.6k	210.60	View chart
Abb Sponsored Adr (ABBNY)	0.0	$752k		11k	71.96	View chart
Kinder Morgan (KMI)	0.0	$750k		27k	28.30	View chart
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS)	0.0	$724k		13k	57.12	View chart
Vanguard Short Duration Tax Exempt Bond ETF Short Tax Exempt (VSDM)	0.0	$723k	NEW	9.4k	76.70	View chart
O'reilly Automotive (ORLY)	0.0	$707k		6.6k	107.86	View chart
Kellogg Company (K)	0.0	$692k		8.4k	81.99	View chart
Deere & Company (DE)	0.0	$690k	-3%	1.5k	457.56	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$680k		35k	19.43	View chart
Vanguard Growth ETF Growth Etf (VUG)	0.0	$678k		1.4k	479.49	View chart
Vanguard High Dividend Yield Index ETF High Div Yld (VYM)	0.0	$668k		4.7k	140.93	View chart
Fastenal Company (FAST)	0.0	$667k		14k	49.04	View chart
iShares iBonds Treasury 2025 Ibonds 25 Trm Ts (IBTF)	0.0	$659k	-42%	28k	23.38	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.0	$657k		1.4k	468.28	View chart
PNC Financial Services (PNC)	0.0	$657k		3.3k	200.92	View chart
Weyerhaeuser Company Com New (WY)	0.0	$655k		26k	24.78	View chart
Colgate-Palmolive Company (CL)	0.0	$628k		7.9k	79.97	View chart
Root Cl A New (ROOT)	0.0	$615k		6.9k	89.53	View chart
Shell Spon Ads (SHEL)	0.0	$602k		8.4k	71.50	View chart
Wec Energy Group (WEC)	0.0	$596k		5.2k	114.33	View chart
AutoZone (AZO)	0.0	$588k	-2%	137.00	4291.97	View chart
Insulet Corporation (PODD)	0.0	$587k		1.9k	308.95	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$587k		11k	54.21	View chart
Johnson Controls International Plc equity (JCI)	0.0	$550k		5.0k	110.02	View chart
JP Morgan ETF Trust Hedged Equity La (HELO)	0.0	$548k	NEW	8.4k	65.01	View chart
Trimble Navigation (TRMB)	0.0	$545k	+63%	6.7k	81.65	View chart
Church & Dwight (CHD)	0.0	$539k	-22%	6.2k	87.61	View chart
Fidelity Total Total Bd Etf (FBND)	0.0	$535k		12k	46.22	View chart
Chubb (CB)	0.0	$526k	+2%	1.9k	282.49	View chart
Dover Corporation (DOV)	0.0	$524k		3.1k	166.83	View chart
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ)	0.0	$509k	-10%	3.9k	129.71	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)	0.0	$501k		9.5k	53.02	View chart
Eastern Bankshares (EBC)	0.0	$497k		27k	18.15	View chart
Starbucks Corporation (SBUX)	0.0	$493k	-4%	5.8k	84.65	View chart
Avery Dennison Corporation (AVY)	0.0	$487k		3.0k	162.33	View chart
At&t (T)	0.0	$487k		17k	28.23	View chart
Lennar Corporation Class A Cl A (LEN)	0.0	$484k		3.8k	126.01	View chart
Northern Trust Corporation (NTRS)	0.0	$471k		3.5k	134.69	View chart
Blackstone Group Inc. Class A Com Cl A (BX)	0.0	$467k		2.7k	170.94	View chart
H&R Block	0.0	$455k		9.0k	50.56	View chart
Vanguard Energy ETF Energy Etf (VDE)	0.0	$455k		3.6k	125.97	View chart
Diageo Spon Adr New (DEO)	0.0	$453k		4.7k	95.41	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$442k		12k	36.66	View chart
SYSCO Corporation (SYY)	0.0	$435k		5.3k	82.39	View chart
Hartford Financial Services (HIG)	0.0	$431k	+67%	3.2k	133.31	View chart
Shopify, Inc. Class A Cl A Sub Vtg Shs (SHOP)	0.0	$428k		2.9k	148.61	View chart
Travelers Companies (TRV)	0.0	$426k		1.5k	279.34	View chart
Carrier Global Corporation (CARR)	0.0	$406k		6.8k	59.71	View chart
CVS Caremark Corporation (CVS)	0.0	$401k		5.3k	75.38	View chart
GE Aerospace Com New (GE)	0.0	$400k	+42%	1.3k	300.75	View chart
Agnico (AEM)	0.0	$395k	-11%	2.3k	168.52	View chart
Texas Instruments Incorporated (TXN)	0.0	$393k		2.1k	183.82	View chart
Canadian Pacific Kansas City (CP)	0.0	$373k	+93%	5.0k	74.56	View chart
Veralto Corp-W/I Com Shs (VLTO)	0.0	$372k		3.5k	106.74	View chart
Nextracker Inc Class Class A Com (NXT)	0.0	$368k	NEW	5.0k	74.06	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$356k		1.2k	309.57	View chart
J P Morgan Exchange Municipal Etf (JMUB)	0.0	$351k		7.0k	50.41	View chart
iShares Micro-Cap ETF Micro-cap Etf (IWC)	0.0	$348k		2.3k	149.16	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	0.0	$345k		5.7k	60.08	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$343k	NEW	2.6k	134.51	View chart
Watsco, Incorporated (WSO)	0.0	$338k		835.00	404.79	View chart
SPDR S&P Dividend ETF S&p Divid Etf (SDY)	0.0	$331k		2.4k	140.19	View chart
Duolingo, Inc. Class A Cl A Com (DUOL)	0.0	$330k		1.0k	321.64	View chart
Airbnb Inc Com CL A Com Cl A (ABNB)	0.0	$329k	+19%	2.7k	121.58	View chart
Moody's Corporation (MCO)	0.0	$320k	-3%	671.00	476.90	View chart
iShares TR MSCI USA Msci Usa Min Vol (USMV)	0.0	$319k	NEW	3.4k	95.22	View chart
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB)	0.0	$318k		3.5k	90.60	View chart
Otis Worldwide Corp (OTIS)	0.0	$317k		3.5k	91.57	View chart
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT)	0.0	$308k		6.0k	51.01	View chart
Brown & Brown (BRO)	0.0	$308k	+35%	3.3k	93.76	View chart
Wells Fargo & Company (WFC)	0.0	$304k		3.6k	83.91	View chart
New Jersey Resources Corporation (NJR)	0.0	$299k	NEW	6.2k	48.10	View chart
Goldman Sachs (GS)	0.0	$295k		370.00	797.30	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$292k	-6%	746.00	391.42	View chart
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV)	0.0	$290k		3.9k	73.45	View chart
Intercontinental Exchange (ICE)	0.0	$287k	NEW	1.7k	168.33	View chart
Waters Corporation (WAT)	0.0	$286k	-4%	954.00	299.79	View chart
Waste Connections (WCN)	0.0	$282k		1.6k	175.70	View chart
Neogen Corporation (NEOG)	0.0	$280k		49k	5.70	View chart
Vanguard Small-Cap ETF Small Cp Etf (VB)	0.0	$279k		1.1k	253.87	View chart
McKesson Corporation (MCK)	0.0	$274k		355.00	771.83	View chart
Science App Int'l (SAIC)	0.0	$272k		2.7k	99.45	View chart
Keysight Technologies (KEYS)	0.0	$271k	-13%	1.6k	174.84	View chart
L3harris Technologies (LHX)	0.0	$268k	-17%	879.00	304.89	View chart
Intel Corporation (INTC)	0.0	$266k	NEW	7.9k	33.61	View chart
iShares Russell 1000 ETF Rus 1000 Etf (IWB)	0.0	$265k		725.00	365.52	View chart
Nxp Semiconductors N V (NXPI)	0.0	$260k		1.1k	228.07	View chart
Uber Technologies (UBER)	0.0	$260k	NEW	2.7k	98.08	View chart
Progressive Corporation (PGR)	0.0	$256k	+18%	1.0k	247.10	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.0	$254k	NEW	2.5k	103.29	View chart
Ss&c Technologies Holding (SSNC)	0.0	$252k		2.8k	88.73	View chart
Terreno Realty Corporation (TRNO)	0.0	$251k		4.4k	56.85	View chart
Ferrari Nv Ord (RACE)	0.0	$249k		513.00	485.38	View chart
Labcorp Holdings Com Shs (LH)	0.0	$244k		850.00	287.06	View chart
Globalstar Com New (GSAT)	0.0	$243k	NEW	6.7k	36.45	View chart
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB)	0.0	$242k		14k	17.42	View chart
New York Times Company Class A Cl A (NYT)	0.0	$241k		4.2k	57.38	View chart
U.S. Bancorp Com New (USB)	0.0	$241k		5.0k	48.25	View chart
Seagate Technology Holdings SHS (STX)	0.0	$236k	NEW	1.0k	236.00	View chart
Dominion Resources (D)	0.0	$236k		3.9k	61.30	View chart
Alcon Ord Shs (ALC)	0.0	$235k		3.2k	74.46	View chart
Copart (CPRT)	0.0	$234k		5.2k	45.00	View chart
Vanguard Short-Term Tax-Exempt Bond ETF Short Trm Tax Ex (VTES)	0.0	$229k		2.3k	101.78	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.0	$225k		2.0k	111.33	View chart
Janus Henderson Group Ord Shs (JHG)	0.0	$223k	NEW	5.0k	44.60	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.0	$221k		1.6k	138.12	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$219k	-20%	976.00	224.39	View chart
iShares MSCI USA ESG Select ETF Esg Optimized (SUSA)	0.0	$217k		1.6k	135.62	View chart
Vulcan Materials Company (VMC)	0.0	$215k	NEW	700.00	307.14	View chart
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$213k	-21%	1.9k	110.36	View chart
Cognizant Technology Solutions Corporation Class A Cl A (CTSH)	0.0	$209k		3.1k	66.99	View chart
Unilever Spon Adr New (UL)	0.0	$208k		3.5k	59.24	View chart
Lamar Advertising Co CL A Cl A (LAMR)	0.0	$208k		1.7k	122.71	View chart
Leidos Holdings (LDOS)	0.0	$208k	NEW	1.1k	189.09	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.0	$204k	NEW	2.3k	89.40	View chart
Ametek (AME)	0.0	$204k	NEW	1.1k	188.02	View chart
Primis Financial Corp (FRST)	0.0	$118k		11k	10.52	View chart
Relay Therapeutics (RLAY)	0.0	$65k		12k	5.24	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 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
Boston Family Office 2021 Q4 filed Feb. 14, 2022

View all past filings

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