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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, VOO, GOOG, AMZN, MSFT, and represent 19.22% of Boston Family Office's stock portfolio.
Added to shares of these 10 stocks: VOO (+$11M), NVDA (+$5.2M), ANET, COST, VXF, MSFT, MPWR, MOAT, VO, PEP.
Started 17 new stock positions in IBTO, EEM, VMC, QQQX, LYV, NVR, FDXF, SOXX, AME, HONA. HON, BA, MINT, CM, DGX, DGRO, Contra Hologic Incorpo.
Reduced shares in these 10 stocks: ATR (-$6.1M), GOOG (-$5.1M), ROP, CRM, AMZN, SPOT, MKC, ADBE, IQV, IBDY.
Sold out of its positions in AVY, BRO, FISV, Hologic, Honeywell International, USMV, IBDY, KEYS, LHX, LH. FTPA, VGIT, SPOT.
Boston Family Office was a net buyer of stock by $7.2M.
Boston Family Office has $1.6B in assets under management (AUM), dropping by 9.63%.
Central Index Key (CIK): 0001039807

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Portfolio Holdings for Boston Family Office

Boston Family Office holds 314 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.0	$82M		284k	289.36	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	4.0	$65M	+19%	95k	686.82	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	3.6	$59M	-7%	167k	353.33	View chart
Amazon (AMZN)	3.4	$56M	-5%	236k	238.34	View chart
Microsoft Corporation (MSFT)	3.3	$54M	+5%	144k	373.02	View chart
Palo Alto Networks (PANW)	2.8	$46M		135k	341.02	View chart
Visa Inc. Class A Com Cl A (V)	2.7	$45M		132k	343.09	View chart
NVIDIA Corporation (NVDA)	2.3	$38M	+15%	192k	200.09	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	2.0	$34M		45k	746.76	View chart
Union Pacific Corporation (UNP)	2.0	$32M	-2%	119k	272.00	View chart
Rockwell Automation (ROK)	1.9	$31M	-4%	62k	495.08	View chart
Berkshire Hathaway Inc. Class B Cl B New (BRK.B)	1.7	$29M		58k	500.39	View chart
Ecolab (ECL)	1.5	$25M		89k	278.61	View chart
Stryker Corporation (SYK)	1.4	$23M		74k	314.84	View chart
S&p Global (SPGI)	1.4	$23M		57k	407.27	View chart
Nextera Energy (NEE)	1.4	$23M		261k	87.77	View chart
Eli Lilly & Co. (LLY)	1.3	$22M	-2%	18k	1199.45	View chart
Vanguard Extended Market ETF Extend Mkt Etf (VXF)	1.3	$21M	+16%	85k	246.21	View chart
Iqvia Holdings (IQV)	1.3	$21M	-8%	107k	193.22	View chart
Air Products & Chemicals (APD)	1.2	$20M	-3%	69k	293.19	View chart
Thermo Fisher Scientific (TMO)	1.2	$20M		40k	501.35	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	1.2	$20M	-4%	55k	357.38	View chart
American Tower Reit (AMT)	1.2	$19M		118k	163.57	View chart
Abbvie (ABBV)	1.1	$18M	-2%	70k	251.63	View chart
Eaton Corp SHS (ETN)	1.1	$18M		41k	426.11	View chart
Johnson & Johnson (JNJ)	1.1	$17M		68k	253.98	View chart
Marsh & McLennan Companies (MRSH)	1.0	$17M	+5%	102k	166.67	View chart
Chevron Corporation (CVX)	1.0	$17M	-2%	101k	165.76	View chart
Vanguard Short-Term Inflation-Protected ETF Strm Infproidx (VTIP)	1.0	$17M	+9%	331k	50.23	View chart
ASML Holding NV N Y Registry Shs (ASML)	1.0	$16M	+2%	8.0k	1989.49	View chart
Automatic Data Processing (ADP)	1.0	$16M		71k	223.95	View chart
Costco Wholesale Corporation (COST)	0.9	$15M	+24%	16k	935.47	View chart
JPMorgan Chase & Co. (JPM)	0.9	$15M		46k	327.34	View chart
Servicenow (NOW)	0.9	$15M	+2%	148k	99.28	View chart
IDEXX Laboratories (IDXX)	0.9	$15M	+4%	28k	526.42	View chart
Parker-Hannifin Corporation (PH)	0.9	$14M		15k	978.12	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.8	$14M	-7%	59k	236.62	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.8	$14M	+4%	38k	370.05	View chart
Aptar (ATR)	0.8	$13M	-32%	101k	125.20	View chart
Meta Platforms Cl A (META)	0.8	$13M		22k	563.31	View chart
Zebra Technologies Corporation Class A Cl A (ZBRA)	0.7	$12M	-10%	44k	263.27	View chart
Xylem (XYL)	0.7	$11M	+2%	92k	118.21	View chart
Pepsi (PEP)	0.6	$11M	+25%	78k	135.40	View chart
TJX Companies (TJX)	0.6	$10M	+22%	66k	151.51	View chart
salesforce (CRM)	0.6	$9.6M	-27%	61k	156.66	View chart
Procter & Gamble Company (PG)	0.6	$9.6M	+17%	65k	146.63	View chart
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT)	0.6	$9.4M	+34%	90k	103.97	View chart
Lincoln Electric Holdings (LECO)	0.6	$9.1M		34k	265.50	View chart
Roper Industries (ROP)	0.5	$8.8M	-29%	26k	338.41	View chart
Monolithic Power Systems (MPWR)	0.5	$8.7M	+39%	6.3k	1382.38	View chart
Analog Devices (ADI)	0.5	$8.4M	-3%	21k	397.15	View chart
EOG Resources (EOG)	0.5	$8.3M		64k	129.73	View chart
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY)	0.5	$7.9M		11k	703.33	View chart
Sherwin-Williams Company (SHW)	0.5	$7.9M		23k	344.31	View chart
Walt Disney Company (DIS)	0.5	$7.7M	-3%	80k	96.25	View chart
Home Depot (HD)	0.5	$7.6M		21k	352.67	View chart
McDonald's Corporation (MCD)	0.5	$7.6M	-6%	28k	270.30	View chart
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR)	0.5	$7.5M		51k	148.31	View chart
Vanguard Core Bond ETF Core Bd Etf (VCRB)	0.5	$7.5M	+8%	97k	77.24	View chart
TE Connectivity Ord Shs (TEL)	0.5	$7.4M		37k	201.60	View chart
Abbott Laboratories (ABT)	0.4	$7.3M		81k	90.74	View chart
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH)	0.4	$7.2M		92k	79.03	View chart
Netflix (NFLX)	0.4	$7.2M	+7%	101k	71.40	View chart
Danaher Corporation (DHR)	0.4	$6.6M	-11%	35k	190.48	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.4	$6.5M	+4%	268k	24.31	View chart
iShares iBonds Treasury 2028 Ibonds 28 Trm Ts (IBTI)	0.4	$6.4M	+8%	289k	22.14	View chart
iShares iBonds Treasury 2027 Ibonds 27 Trm Ts (IBTH)	0.4	$6.3M	+3%	282k	22.37	View chart
Corning Incorporated (GLW)	0.4	$6.2M		24k	255.42	View chart
American Express Company (AXP)	0.3	$5.8M		17k	338.20	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.3	$5.7M	-2%	7.7k	736.40	View chart
Hubbell (HUBB)	0.3	$5.6M		11k	523.17	View chart
Merck & Co (MRK)	0.3	$5.5M	-5%	43k	128.50	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.3	$5.4M	+17%	76k	71.25	View chart
Taiwan Semiconductor MFG. Sponsored Ads (TSM)	0.3	$5.3M	-9%	11k	477.59	View chart
Applied Materials (AMAT)	0.3	$5.3M	-10%	7.4k	722.98	View chart
Welltower Inc Com reit (WELL)	0.3	$5.1M	-2%	22k	226.96	View chart
Trane Technologies SHS (TT)	0.3	$5.0M		10k	491.12	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.3	$5.0M		49k	102.72	View chart
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)	0.3	$4.9M	+6%	63k	77.90	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	0.3	$4.9M	+4%	85k	58.20	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.3	$4.9M		6.5k	748.97	View chart
Caterpillar (CAT)	0.3	$4.8M		4.5k	1064.93	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.7M		35k	136.71	View chart
Palantir Technologies Cl A (PLTR)	0.3	$4.6M		40k	116.68	View chart
Arista Networks Com Shs (ANET)	0.3	$4.6M	+240%	27k	169.89	View chart
McCormick & Company Com Non Vtg (MKC)	0.3	$4.5M	-38%	90k	50.42	View chart
NIKE, Inc. Class B CL B (NKE)	0.3	$4.4M	-11%	108k	41.05	View chart
Flextronics Int'l Ord (FLEX)	0.3	$4.2M		26k	162.08	View chart
Waste Management (WM)	0.3	$4.2M	+2%	19k	222.86	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.2	$4.1M	-5%	53k	77.10	View chart
iShares iBonds Treasury 2029 Ibonds 29 Trm Ts (IBTJ)	0.2	$4.0M	+24%	184k	21.65	View chart
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)	0.2	$3.8M		27k	137.54	View chart
Amgen (AMGN)	0.2	$3.8M		10k	362.08	View chart
Berkshire Hathaway Inc. Class A Cl A (BRK.A)	0.2	$3.7M		5.00	748800.00	View chart
Coca-Cola Company (KO)	0.2	$3.4M	-4%	42k	81.27	View chart
Illinois Tool Works (ITW)	0.2	$3.4M		13k	270.48	View chart
Lowe's Companies (LOW)	0.2	$3.4M		16k	220.48	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.3M		18k	189.75	View chart
RPM International (RPM)	0.2	$3.3M		29k	111.14	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.2	$3.2M	+300%	40k	80.58	View chart
iShares iBonds Treasury 2030 Ibond Dec 2030 (IBTK)	0.2	$3.2M	+15%	164k	19.54	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.2	$3.2M	+9%	38k	85.48	View chart
Vanguard Large-Cap ETF Large Cap Etf (VV)	0.2	$3.1M		9.1k	343.88	View chart
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)	0.2	$3.0M	+36%	60k	50.57	View chart
Synopsys (SNPS)	0.2	$3.0M	-6%	6.6k	446.02	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.2	$2.9M	+3%	30k	96.43	View chart
iShares iBonds Treasury 2031 Ibonds Dec 2031 (IBTL)	0.2	$2.8M	+13%	139k	20.19	View chart
GE Aerospace Com New (GE)	0.2	$2.8M	+3%	7.4k	373.77	View chart
Norfolk Southern (NSC)	0.2	$2.7M		8.4k	314.60	View chart
Amphenol Corporation Cl A (APH)	0.2	$2.6M	+2%	15k	176.35	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.2	$2.6M	+13%	34k	75.67	View chart
Qualcomm (QCOM)	0.2	$2.5M		14k	184.77	View chart
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)	0.2	$2.5M	+3%	30k	83.77	View chart
AFLAC Incorporated (AFL)	0.2	$2.5M		21k	117.26	View chart
Teradyne (TER)	0.1	$2.4M	-6%	5.0k	483.79	View chart
Ge Vernova (GEV)	0.1	$2.4M	+2%	2.0k	1174.63	View chart
Vanguard Core Tax-Exempt Bond ETF Core Tax Exempt (VCRM)	0.1	$2.4M	+103%	31k	76.40	View chart
Cisco Systems (CSCO)	0.1	$2.3M		20k	117.46	View chart
CrowdStrike Holdings, Inc. Class A Cl A (CRWD)	0.1	$2.3M	-6%	3.1k	763.03	View chart
Wal-Mart Stores (WMT)	0.1	$2.3M		20k	113.26	View chart
O'reilly Automotive (ORLY)	0.1	$2.3M	+80%	25k	92.11	View chart
First Solar (FSLR)	0.1	$2.3M	+5%	9.6k	235.96	View chart
Nextnav Common Stock (NN)	0.1	$2.2M		125k	17.83	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	0.1	$2.1M	-10%	8.5k	252.24	View chart
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO)	0.1	$2.1M		41k	50.63	View chart
Medtronic SHS (MDT)	0.1	$2.1M	-3%	26k	78.22	View chart
UnitedHealth (UNH)	0.1	$2.0M	-12%	4.9k	415.66	View chart
Gilead Sciences (GILD)	0.1	$2.0M		16k	126.33	View chart
General Mills (GIS)	0.1	$2.0M	-9%	57k	34.80	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$2.0M		12k	163.61	View chart
3M Company (MMM)	0.1	$2.0M		12k	161.91	View chart
Philip Morris International (PM)	0.1	$1.9M	+7%	11k	180.89	View chart
Broadcom (AVGO)	0.1	$1.9M	+42%	5.0k	377.65	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$1.9M		6.2k	300.50	View chart
Oracle Corporation (ORCL)	0.1	$1.9M	-2%	13k	146.52	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$1.9M	-3%	13k	144.63	View chart
iShares iBonds Treasury 2032 Ibonds Dec 2032 (IBTM)	0.1	$1.9M	+9%	82k	22.69	View chart
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG)	0.1	$1.8M	-36%	81k	22.89	View chart
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR)	0.1	$1.8M		17k	110.32	View chart
American Water Works (AWK)	0.1	$1.8M	-2%	14k	131.57	View chart
Bristol Myers Squibb (BMY)	0.1	$1.8M		31k	57.63	View chart
Verizon Communications (VZ)	0.1	$1.8M		42k	42.34	View chart
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV)	0.1	$1.8M	+3%	23k	76.70	View chart
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO)	0.1	$1.8M	+5%	37k	47.94	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.1	$1.8M		4.4k	394.06	View chart
International Business Machines (IBM)	0.1	$1.7M	+12%	6.2k	281.13	View chart
Target Corporation (TGT)	0.1	$1.7M		13k	130.60	View chart
iShares iBonds Treasury 2033 Ibonds Dec 2033 (IBTO)	0.1	$1.7M	NEW	70k	24.13	View chart
Tyler Technologies (TYL)	0.1	$1.7M	+34%	5.8k	292.39	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.7M		11k	156.68	View chart
Prologis (PLD)	0.1	$1.7M	+22%	12k	135.49	View chart
Vanguard Ultra-Short Bond ETF Vanguard Ultra (VUSB)	0.1	$1.6M	-15%	32k	49.77	View chart
Vanguard Short Duration Tax Exempt Bond ETF Short Tax Exempt (VSDM)	0.1	$1.6M	+34%	21k	76.63	View chart
Mondelez International, Inc. Class A Cl A (MDLZ)	0.1	$1.6M	-2%	27k	57.82	View chart
iShares MSCI Emerging Markets Ex China ETF Msci Emrg Chn (EMXC)	0.1	$1.5M	+18%	15k	102.29	View chart
Boston Scientific Corporation (BSX)	0.1	$1.5M	+16%	36k	42.69	View chart
Clorox Company (CLX)	0.1	$1.4M	-6%	15k	95.47	View chart
Mastercard Incorporated Class A Cl A (MA)	0.1	$1.4M	+2%	2.8k	513.57	View chart
FedEx Corporation (FDX)	0.1	$1.4M	-9%	4.3k	313.17	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.1	$1.3M		5.7k	227.06	View chart
Pfizer (PFE)	0.1	$1.3M		53k	24.07	View chart
Linde SHS (LIN)	0.1	$1.3M	+12%	2.4k	518.82	View chart
Innodata Com New (INOD)	0.1	$1.2M		16k	75.61	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	+37%	20k	59.71	View chart
Intel Corporation (INTC)	0.1	$1.2M		8.4k	139.60	View chart
Emerson Electric (EMR)	0.1	$1.2M		8.2k	143.15	View chart
Abb Sponsored Adr (ABBNY)	0.1	$1.1M		11k	108.71	View chart
Starwood Property Trust (STWD)	0.1	$1.1M	+2%	65k	16.38	View chart
Diamondback Energy (FANG)	0.1	$1.1M		6.0k	175.83	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.1M	-69%	5.1k	204.95	View chart
Seagate Technology Holdings SHS (STX)	0.1	$1.0M		1.0k	964.69	View chart
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS)	0.1	$1.0M	-4%	16k	64.70	View chart
GATX Corporation (GATX)	0.1	$987k	-6%	5.6k	177.10	View chart
ConocoPhillips (COP)	0.1	$984k		9.5k	103.93	View chart
Steris Shs Usd (STE)	0.1	$975k		4.6k	210.63	View chart
iShares Gold Trust Ishares New (IAU)	0.1	$968k	+3%	13k	75.51	View chart
Ingersoll Rand (IR)	0.1	$931k		11k	81.98	View chart
Deere & Company (DE)	0.1	$905k		1.4k	634.20	View chart
Cheniere Energy Com New (LNG)	0.1	$902k		3.8k	238.94	View chart
Altria (MO)	0.1	$875k		12k	71.93	View chart
Franklin Municipal Income ETF Franklin Muni (FTMU)	0.1	$845k	+208%	107k	7.93	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.1	$841k		8.1k	103.87	View chart
Vanguard Growth ETF Growth Etf (VUG)	0.1	$827k	+557%	9.6k	86.19	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.0	$815k	+367%	6.6k	124.20	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.0	$812k		5.2k	156.91	View chart
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)	0.0	$799k	-3%	16k	50.98	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$796k		35k	22.74	View chart
Kinder Morgan (KMI)	0.0	$791k	-8%	25k	31.98	View chart
Vanguard High Dividend Yield Index ETF High Div Yld (VYM)	0.0	$753k		4.8k	157.93	View chart
Shopify, Inc. Class A Cl A Sub Vtg Shs (SHOP)	0.0	$742k		6.5k	114.14	View chart
Accenture Plc Class A Shs Class A (ACN)	0.0	$725k	-7%	5.8k	124.46	View chart
Johnson Controls International Plc equity (JCI)	0.0	$724k		5.0k	146.12	View chart
CVS Caremark Corporation (CVS)	0.0	$705k		6.8k	103.45	View chart
Dover Corporation (DOV)	0.0	$704k		3.1k	224.13	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)	0.0	$695k		13k	52.37	View chart
Comcast Corporation Class A Cl A (CMCSA)	0.0	$694k		28k	24.55	View chart
Chubb (CB)	0.0	$693k	+9%	2.0k	340.54	View chart
PNC Financial Services (PNC)	0.0	$678k		2.8k	246.10	View chart
Ameriprise Financial (AMP)	0.0	$669k		1.5k	458.85	View chart
Moody's Corporation (MCO)	0.0	$659k		1.5k	453.23	View chart
Fastenal Company (FAST)	0.0	$653k		14k	48.01	View chart
Colgate-Palmolive Company (CL)	0.0	$647k	-10%	7.1k	91.73	View chart
Texas Instruments Incorporated (TXN)	0.0	$637k		2.1k	297.94	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$619k	+11%	1.2k	496.79	View chart
Allegion Ord Shs (ALLE)	0.0	$611k		4.3k	140.59	View chart
Wec Energy Group (WEC)	0.0	$608k		5.2k	116.68	View chart
iShares Short Treasury Bond Fund Short Treas Bd (SHV)	0.0	$605k	-27%	5.5k	110.30	View chart
Northern Trust Corporation (NTRS)	0.0	$596k		3.4k	173.86	View chart
Nextracker Inc Class Class A Com (NXT)	0.0	$592k		5.0k	119.14	View chart
Bank of America Corporation (BAC)	0.0	$587k		10k	56.94	View chart
Shell Spon Ads (SHEL)	0.0	$582k	-3%	7.5k	77.51	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.0	$577k	+138%	11k	53.11	View chart
Marriott International, Inc. Class A Cl A (MAR)	0.0	$575k	-4%	1.6k	370.49	View chart
Church & Dwight (CHD)	0.0	$567k		5.9k	96.89	View chart
Infleqtion Com Shs (INFQ)	0.0	$559k		42k	13.31	View chart
Eastern Bankshares (EBC)	0.0	$556k	-2%	25k	22.24	View chart
Starbucks Corporation (SBUX)	0.0	$556k		5.4k	102.11	View chart
Lennar Corporation Class A Cl A (LEN)	0.0	$542k		6.0k	90.54	View chart
Globalstar Com New (GSAT)	0.0	$542k		6.7k	81.31	View chart
Waters Corporation (WAT)	0.0	$530k	-6%	1.4k	375.09	View chart
Hartford Financial Services (HIG)	0.0	$524k	+14%	4.0k	132.52	View chart
Vanguard Energy ETF Energy Etf (VDE)	0.0	$519k	-10%	3.5k	150.26	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$510k	NEW	2.4k	211.88	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.0	$506k	+32%	4.9k	102.24	View chart
Carrier Global Corporation (CARR)	0.0	$498k	-2%	6.8k	73.42	View chart
Marathon Petroleum Corp (MPC)	0.0	$490k		1.9k	255.74	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$485k		12k	40.23	View chart
JP Morgan ETF Trust Hedged Equity La (HELO)	0.0	$479k	-49%	7.1k	67.58	View chart
Fidelity Total Total Bd Etf (FBND)	0.0	$475k	-9%	10k	45.46	View chart
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ)	0.0	$468k	-5%	3.2k	147.82	View chart
iShares Micro-Cap ETF Micro-cap Etf (IWC)	0.0	$467k		2.3k	200.17	View chart
iShares Core Dividend Growth ETF Core Div Grwth (DGRO)	0.0	$465k	NEW	6.1k	75.73	View chart
Intuit (INTU)	0.0	$463k	-27%	1.8k	261.14	View chart
J P Morgan Exchange Municipal Etf (JMUB)	0.0	$454k	+28%	9.0k	50.65	View chart
Travelers Companies (TRV)	0.0	$451k	-5%	1.4k	330.40	View chart
AutoZone (AZO)	0.0	$447k		140.00	3192.86	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$441k	+67%	1.9k	229.57	View chart
SYSCO Corporation (SYY)	0.0	$437k		5.2k	83.67	View chart
Honeywell International (HON)	0.0	$437k	NEW	2.0k	223.99	View chart
Honeywell Aerospace (HONA)	0.0	$431k	NEW	2.0k	220.91	View chart
Neogen Corporation (NEOG)	0.0	$424k	-3%	47k	9.00	View chart
Blackstone Group Inc. Class A Com Cl A (BX)	0.0	$414k	-3%	3.5k	117.75	View chart
Dollar General (DG)	0.0	$410k	+10%	3.6k	115.14	View chart
iShares 20 Year Treasury Bond ETF 20 Yr Tr Bd Etf (TLT)	0.0	$408k		4.7k	86.44	View chart
Booking Holdings (BKNG)	0.0	$391k	+2544%	2.2k	178.13	View chart
Canadian Pacific Kansas City (CP)	0.0	$386k		4.5k	86.68	View chart
Becton, Dickinson and (BDX)	0.0	$383k	-25%	2.5k	151.38	View chart
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB)	0.0	$378k		3.5k	107.69	View chart
Waste Connections (WCN)	0.0	$376k	+19%	2.3k	166.74	View chart
Moderna (MRNA)	0.0	$372k		5.3k	69.99	View chart
Airbnb Inc Com CL A Com Cl A (ABNB)	0.0	$371k	-7%	2.6k	143.02	View chart
Equinix (EQIX)	0.0	$369k	+4%	354.00	1042.37	View chart
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)	0.0	$365k	+19%	5.0k	73.48	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.0	$361k	-17%	3.3k	109.39	View chart
SPDR S&P Dividend ETF S&p Divid Etf (SDY)	0.0	$359k		2.4k	152.05	View chart
At&t (T)	0.0	$355k	-2%	17k	20.69	View chart
Diageo Spon Adr New (DEO)	0.0	$354k	-2%	4.4k	80.45	View chart
McKesson Corporation (MCK)	0.0	$349k		462.00	755.41	View chart
New Jersey Resources Corporation (NJR)	0.0	$348k		6.2k	55.98	View chart
Watsco, Incorporated (WSO)	0.0	$348k		835.00	416.77	View chart
Goldman Sachs (GS)	0.0	$344k	-8%	340.00	1011.76	View chart
Trimble Navigation (TRMB)	0.0	$342k		6.7k	51.24	View chart
Uber Technologies (UBER)	0.0	$338k		4.7k	72.19	View chart
V.F. Corporation (VFC)	0.0	$334k		20k	16.70	View chart
H&R Block	0.0	$327k		8.6k	38.02	View chart
Fedex Freight Holding Co-W/I Common Stock (FDXF)	0.0	$326k	NEW	2.2k	151.21	View chart
Vanguard Consumer Staples ETF Consum Stp Etf (VDC)	0.0	$322k		1.4k	225.65	View chart
Nxp Semiconductors N V (NXPI)	0.0	$320k		1.1k	280.70	View chart
Vanguard Small-Cap ETF Small Cp Etf (VB)	0.0	$320k		1.1k	303.03	View chart
Agnico (AEM)	0.0	$317k	-12%	2.0k	155.09	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$312k		2.6k	122.35	View chart
Utilities Select Sector SPDR ETF State Street Uti (XLU)	0.0	$304k		6.7k	45.34	View chart
Schlumberger NV Com Stk (SLB)	0.0	$302k	+34%	6.5k	46.47	View chart
Weyerhaeuser Company Com New (WY)	0.0	$301k	-15%	13k	23.94	View chart
Veralto Corp-W/I Com Shs (VLTO)	0.0	$295k		3.3k	88.62	View chart
New York Times Company Class A Cl A (NYT)	0.0	$294k		4.2k	70.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$293k	-56%	2.7k	109.82	View chart
Wells Fargo & Company (WFC)	0.0	$293k		3.5k	82.58	View chart
Insulet Corporation (PODD)	0.0	$289k		1.9k	152.11	View chart
Terreno Realty Corporation (TRNO)	0.0	$286k		4.4k	64.78	View chart
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT)	0.0	$285k		3.5k	82.61	View chart
Boeing Company (BA)	0.0	$278k	NEW	1.3k	216.34	View chart
Us Foods Hldg Corp call (USFD)	0.0	$270k		2.6k	102.27	View chart
Roche Holding (RHHBY)	0.0	$263k		5.1k	51.35	View chart
Janus Henderson Group Ord Shs	0.0	$260k		5.0k	52.00	View chart
iShares PHLX Semiconductor ETF Ishares Semicdtr (SOXX)	0.0	$260k	NEW	405.00	641.98	View chart
Science App Int'l (SAIC)	0.0	$258k		2.3k	110.49	View chart
PIMCO Enhanced Short Maturity Enhan Shrt Ma Ac (MINT)	0.0	$258k	NEW	2.6k	100.78	View chart
iShares Russell 1000 ETF Rus 1000 Etf (IWB)	0.0	$253k	+9%	617.00	410.05	View chart
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB)	0.0	$248k		8.3k	29.95	View chart
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT)	0.0	$248k		4.9k	51.10	View chart
iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.0	$247k		2.5k	98.80	View chart
iShares MSCI USA ESG Select ETF Esg Optimized (SUSA)	0.0	$247k		1.6k	154.38	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.0	$245k	NEW	3.6k	68.44	View chart
Wintrust Financial Corporation (WTFC)	0.0	$241k		1.5k	160.67	View chart
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB)	0.0	$241k		14k	17.34	View chart
Fortive (FTV)	0.0	$239k		3.9k	60.97	View chart
SPDR Bloomberg Barclays High Yield Bond ETF State Street Spd (JNK)	0.0	$236k		2.4k	96.52	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$232k		976.00	237.70	View chart
Cibc Cad (CM)	0.0	$230k	NEW	2.0k	115.00	View chart
Vanguard Short-Term Tax-Exempt Bond ETF Short Trm Tax Ex (VTES)	0.0	$228k		2.3k	101.33	View chart
Progressive Corporation (PGR)	0.0	$226k		1.0k	218.15	View chart
Ametek (AME)	0.0	$224k	NEW	926.00	241.90	View chart
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$219k	-10%	1.6k	136.62	View chart
Nuveen Nasdaq 100 Com Shs (QQQX)	0.0	$216k	NEW	7.2k	30.20	View chart
Alcon Ord Shs (ALC)	0.0	$212k		3.2k	67.00	View chart
Intercontinental Exchange (ICE)	0.0	$212k	-24%	1.7k	123.26	View chart
Otis Worldwide Corp (OTIS)	0.0	$212k		3.0k	71.45	View chart
NVR (NVR)	0.0	$211k	NEW	31.00	6806.45	View chart
Vulcan Materials Company (VMC)	0.0	$207k	NEW	700.00	295.71	View chart
Live Nation Entertainment (LYV)	0.0	$201k	NEW	1.1k	182.73	View chart
Franklin New York Municipal Income ETF Franklin Ny Muni (FTNY)	0.0	$197k		25k	7.97	View chart
Viewray (VRAYQ)	0.0	$0		10k	0.00	View chart
Hologic Inc CVR 13f Exempt	0.0	$0	NEW	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 2026 Q2 filed Aug. 12, 2026
Boston Family Office 2026 Q1 filed May 13, 2026
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

View all past filings

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