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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, GOOG, AMZN, MSFT, VOO, and represent 18.33% of Boston Family Office's stock portfolio.
Added to shares of these 10 stocks: VOO (+$11M), NVDA, PH, SPOT, META, NFLX, PANW, IBDY, GE, SYK.
Started 13 new stock positions in MRNA, XLU, ANET, WEC, SPOT, IBDY, MPC, INFQ, EQIX, RHHBY. EMXC, SLB, AMP.
Reduced shares in these 10 stocks: GOOG (-$6.0M), SPY, ROK, IBTG, BRK.B, AMZN, SNDK, V, CVX, ROP.
Sold out of its positions in AME, CTSH, CEG, CPRT, LAMR, QQQX, ROOT, SSNC, TOTL, SNDK. STT, UL, CCCX.
Boston Family Office was a net buyer of stock by $13M.
Boston Family Office has $1.5B in assets under management (AUM), dropping by -4.70%.
Central Index Key (CIK): 0001039807

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Portfolio Holdings for Boston Family Office

Boston Family Office holds 310 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.8	$73M		287k	253.79	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	3.5	$52M	-10%	182k	286.86	View chart
Amazon (AMZN)	3.5	$52M	-3%	250k	208.27	View chart
Microsoft Corporation (MSFT)	3.4	$51M		137k	370.17	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	3.2	$48M	+30%	80k	597.55	View chart
Visa Inc. Class A Com Cl A (V)	2.7	$40M	-3%	133k	302.24	View chart
Union Pacific Corporation (UNP)	2.0	$30M		123k	242.62	View chart
NVIDIA Corporation (NVDA)	1.9	$29M	+14%	166k	174.40	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	1.9	$29M	-12%	44k	650.34	View chart
Berkshire Hathaway Inc. Class B Cl B New (BRK.B)	1.8	$27M	-6%	57k	479.20	View chart
Nextera Energy (NEE)	1.6	$25M	-2%	265k	92.88	View chart
S&p Global (SPGI)	1.6	$24M	+3%	58k	425.34	View chart
Stryker Corporation (SYK)	1.6	$24M	+6%	74k	328.59	View chart
Ecolab (ECL)	1.6	$24M	-4%	89k	266.02	View chart
Rockwell Automation (ROK)	1.5	$23M	-9%	65k	358.88	View chart
Palo Alto Networks (PANW)	1.5	$22M	+11%	138k	160.32	View chart
Chevron Corporation (CVX)	1.4	$22M	-5%	104k	206.90	View chart
Air Products & Chemicals (APD)	1.4	$21M		72k	290.49	View chart
American Tower Reit (AMT)	1.4	$21M		120k	172.58	View chart
Iqvia Holdings (IQV)	1.3	$20M	-2%	117k	170.54	View chart
Thermo Fisher Scientific (TMO)	1.3	$20M		40k	491.54	View chart
Aptar (ATR)	1.3	$19M	-4%	150k	126.02	View chart
Eli Lilly & Co. (LLY)	1.2	$17M		19k	919.77	View chart
Marsh & McLennan Companies (MRSH)	1.1	$17M		97k	173.45	View chart
Johnson & Johnson (JNJ)	1.1	$17M	-6%	69k	244.44	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	1.1	$16M	-3%	57k	287.55	View chart
salesforce (CRM)	1.0	$16M	-5%	84k	186.67	View chart
Abbvie (ABBV)	1.0	$16M		71k	217.49	View chart
Servicenow (NOW)	1.0	$15M		145k	104.55	View chart
Vanguard Extended Market ETF Extend Mkt Etf (VXF)	1.0	$15M	+10%	73k	205.80	View chart
Vanguard Short-Term Inflation-Protected ETF Strm Infproidx (VTIP)	1.0	$15M	+6%	301k	49.95	View chart
IDEXX Laboratories (IDXX)	1.0	$15M	-2%	26k	561.87	View chart
Eaton Corp SHS (ETN)	1.0	$15M		41k	357.68	View chart
Automatic Data Processing (ADP)	1.0	$15M	-2%	72k	203.18	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.9	$14M	+11%	64k	215.05	View chart
JPMorgan Chase & Co. (JPM)	0.9	$14M	+3%	47k	294.16	View chart
Parker-Hannifin Corporation (PH)	0.9	$13M	+29%	15k	895.22	View chart
Roper Industries (ROP)	0.9	$13M	-8%	37k	353.87	View chart
Costco Wholesale Corporation (COST)	0.9	$13M	-4%	13k	996.45	View chart
Meta Platforms Cl A (META)	0.8	$13M	+26%	22k	572.12	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.8	$12M	+11%	36k	320.82	View chart
Xylem (XYL)	0.7	$11M		89k	119.50	View chart
ASML Holding NV N Y Registry Shs (ASML)	0.7	$10M		7.8k	1320.84	View chart
Zebra Technologies Corporation Class A Cl A (ZBRA)	0.7	$10M	-6%	49k	209.09	View chart
Pepsi (PEP)	0.6	$9.6M	-2%	62k	155.29	View chart
EOG Resources (EOG)	0.6	$9.5M	-7%	66k	144.58	View chart
McDonald's Corporation (MCD)	0.6	$9.3M	+5%	30k	310.80	View chart
Netflix (NFLX)	0.6	$9.0M	+34%	93k	96.15	View chart
TJX Companies (TJX)	0.6	$8.6M	-3%	54k	159.70	View chart
Lincoln Electric Holdings (LECO)	0.6	$8.5M		34k	249.09	View chart
Abbott Laboratories (ABT)	0.6	$8.3M		81k	102.67	View chart
Procter & Gamble Company (PG)	0.5	$8.0M	-7%	56k	144.44	View chart
Walt Disney Company (DIS)	0.5	$7.9M	+3%	82k	96.38	View chart
TE Connectivity Ord Shs (TEL)	0.5	$7.8M	+3%	37k	209.02	View chart
McCormick & Company Com Non Vtg (MKC)	0.5	$7.4M	+3%	148k	50.44	View chart
Sherwin-Williams Company (SHW)	0.5	$7.4M	-2%	23k	320.53	View chart
Danaher Corporation (DHR)	0.5	$7.4M		39k	189.60	View chart
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH)	0.5	$7.2M	+4%	91k	79.28	View chart
Home Depot (HD)	0.5	$7.0M		21k	328.90	View chart
Analog Devices (ADI)	0.5	$7.0M		22k	318.14	View chart
Vanguard Core Bond ETF Core Bd Etf (VCRB)	0.5	$6.9M	+24%	89k	77.38	View chart
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY)	0.5	$6.8M	-4%	11k	616.73	View chart
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT)	0.4	$6.5M		67k	96.70	View chart
NIKE, Inc. Class B CL B (NKE)	0.4	$6.5M	-3%	122k	52.82	View chart
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR)	0.4	$6.4M	-8%	52k	124.30	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.4	$6.2M	+3%	257k	23.98	View chart
iShares iBonds Treasury 2027 Ibonds 27 Trm Ts (IBTH)	0.4	$6.1M	+5%	273k	22.43	View chart
iShares iBonds Treasury 2028 Ibonds 28 Trm Ts (IBTI)	0.4	$5.9M	+5%	266k	22.28	View chart
Exxon Mobil Corporation (XOM)	0.4	$5.9M	-2%	35k	169.66	View chart
Palantir Technologies Cl A (PLTR)	0.4	$5.8M	+5%	40k	146.28	View chart
Merck & Co (MRK)	0.4	$5.5M	-2%	46k	120.29	View chart
Hubbell (HUBB)	0.3	$5.2M		11k	490.77	View chart
American Express Company (AXP)	0.3	$5.1M	+31%	17k	302.59	View chart
Monolithic Power Systems (MPWR)	0.3	$5.0M	-2%	4.5k	1093.31	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.3	$4.9M	-4%	49k	98.96	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	0.3	$4.7M	+14%	81k	58.54	View chart
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)	0.3	$4.7M	-5%	59k	78.46	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.3	$4.6M	-10%	8.0k	577.15	View chart
Welltower Inc Com reit (WELL)	0.3	$4.6M	+4%	23k	197.70	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.3	$4.3M		6.5k	653.20	View chart
Trane Technologies SHS (TT)	0.3	$4.3M	-9%	10k	416.69	View chart
Waste Management (WM)	0.3	$4.3M	+8%	19k	229.79	View chart
Taiwan Semiconductor MFG. Sponsored Ads (TSM)	0.3	$4.2M	+6%	12k	337.98	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.3	$4.2M	+28%	65k	64.07	View chart
Adobe Systems Incorporated (ADBE)	0.3	$4.1M	-11%	17k	243.09	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.3	$3.8M		56k	67.52	View chart
Amgen (AMGN)	0.2	$3.7M	+13%	10k	351.89	View chart
Lowe's Companies (LOW)	0.2	$3.7M	-21%	16k	236.27	View chart
Berkshire Hathaway Inc. Class A Cl A (BRK.A)	0.2	$3.6M		5.00	718200.00	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.5M		18k	192.90	View chart
Coca-Cola Company (KO)	0.2	$3.4M		44k	76.04	View chart
Corning Incorporated (GLW)	0.2	$3.3M	-24%	25k	135.95	View chart
Illinois Tool Works (ITW)	0.2	$3.3M	+14%	13k	260.27	View chart
iShares iBonds Treasury 2029 Ibonds 29 Trm Ts (IBTJ)	0.2	$3.2M	+17%	148k	21.85	View chart
Caterpillar (CAT)	0.2	$3.2M	-23%	4.6k	708.46	View chart
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)	0.2	$3.1M		27k	113.11	View chart
Spotify Technology SHS (SPOT)	0.2	$2.9M	NEW	6.1k	484.88	View chart
RPM International (RPM)	0.2	$2.9M	+7%	30k	99.38	View chart
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG)	0.2	$2.9M	-42%	126k	22.91	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.2	$2.9M		10k	287.23	View chart
Synopsys (SNPS)	0.2	$2.8M		7.1k	396.45	View chart
iShares iBonds Treasury 2030 Ibond Dec 2030 (IBTK)	0.2	$2.8M	+23%	143k	19.72	View chart
Applied Materials (AMAT)	0.2	$2.8M		8.2k	341.80	View chart
Vanguard Large-Cap ETF Large Cap Etf (VV)	0.2	$2.7M		9.2k	298.82	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.2	$2.6M	+6%	34k	77.10	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.2	$2.6M	+42%	29k	88.71	View chart
iShares iBonds Treasury 2031 Ibonds Dec 2031 (IBTL)	0.2	$2.5M	+17%	123k	20.40	View chart
Wal-Mart Stores (WMT)	0.2	$2.5M		20k	124.26	View chart
Norfolk Southern (NSC)	0.2	$2.4M		8.4k	286.97	View chart
General Mills (GIS)	0.2	$2.4M		64k	37.23	View chart
Medtronic SHS (MDT)	0.2	$2.4M		27k	86.64	View chart
AFLAC Incorporated (AFL)	0.2	$2.3M		21k	109.73	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.2	$2.3M	+10%	30k	75.65	View chart
Gilead Sciences (GILD)	0.1	$2.2M		16k	139.37	View chart
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)	0.1	$2.2M	-15%	44k	50.65	View chart
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)	0.1	$2.2M		29k	75.10	View chart
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO)	0.1	$2.1M	-6%	42k	50.64	View chart
Verizon Communications (VZ)	0.1	$2.1M		42k	50.20	View chart
GE Aerospace Com New (GE)	0.1	$2.0M	+284%	7.2k	283.82	View chart
Nextnav Common Stock (NN)	0.1	$2.0M		125k	16.02	View chart
Boston Scientific Corporation (BSX)	0.1	$1.9M	+4%	31k	62.76	View chart
Oracle Corporation (ORCL)	0.1	$1.9M	-7%	13k	147.07	View chart
American Water Works (AWK)	0.1	$1.9M		14k	136.08	View chart
Bristol Myers Squibb (BMY)	0.1	$1.9M	+3%	31k	60.63	View chart
Vanguard Ultra-Short Bond ETF Vanguard Ultra (VUSB)	0.1	$1.9M	+11%	38k	49.79	View chart
Amphenol Corporation Cl A (APH)	0.1	$1.8M		15k	126.37	View chart
First Solar (FSLR)	0.1	$1.8M		9.1k	197.25	View chart
Qualcomm (QCOM)	0.1	$1.8M	-16%	14k	128.79	View chart
3M Company (MMM)	0.1	$1.8M		12k	145.24	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	0.1	$1.7M		9.5k	181.37	View chart
Flextronics Int'l Ord (FLEX)	0.1	$1.7M		26k	65.45	View chart
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV)	0.1	$1.7M	-14%	22k	77.27	View chart
iShares iBonds Treasury 2032 Ibonds Dec 2032 (IBTM)	0.1	$1.7M	+3%	75k	22.92	View chart
Ge Vernova (GEV)	0.1	$1.7M	+138%	2.0k	872.83	View chart
FedEx Corporation (FDX)	0.1	$1.7M		4.8k	356.12	View chart
Clorox Company (CLX)	0.1	$1.7M	-6%	16k	103.61	View chart
Philip Morris International (PM)	0.1	$1.6M	-2%	9.8k	165.38	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.6M	+5%	11k	152.72	View chart
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR)	0.1	$1.6M		17k	97.21	View chart
iShares iBonds Treasury 2033 Ibonds Dec 2033 (IBDY)	0.1	$1.6M	NEW	66k	24.39	View chart
Mondelez International, Inc. Class A Cl A (MDLZ)	0.1	$1.6M		28k	57.62	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.6M		13k	118.61	View chart
Target Corporation (TGT)	0.1	$1.6M	-7%	13k	121.23	View chart
Teradyne (TER)	0.1	$1.6M	-7%	5.3k	296.41	View chart
Cisco Systems (CSCO)	0.1	$1.6M	+10%	20k	77.59	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$1.5M		6.2k	247.99	View chart
UnitedHealth (UNH)	0.1	$1.5M	-11%	5.6k	270.67	View chart
Pfizer (PFE)	0.1	$1.5M	-14%	54k	28.07	View chart
Tyler Technologies (TYL)	0.1	$1.5M	+2%	4.3k	342.42	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$1.4M		12k	118.50	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.1	$1.4M		4.4k	313.89	View chart
Mastercard Incorporated Class A Cl A (MA)	0.1	$1.3M	+77%	2.7k	499.63	View chart
International Business Machines (IBM)	0.1	$1.3M	+55%	5.5k	242.48	View chart
Prologis (PLD)	0.1	$1.3M	+303%	10k	132.21	View chart
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO)	0.1	$1.3M	-5%	35k	36.76	View chart
O'reilly Automotive (ORLY)	0.1	$1.3M	+62%	14k	92.33	View chart
CrowdStrike Holdings, Inc. Class A Cl A (CRWD)	0.1	$1.3M		3.3k	390.36	View chart
ConocoPhillips (COP)	0.1	$1.3M	+5%	9.6k	132.01	View chart
Accenture Plc Class A Shs Class A (ACN)	0.1	$1.2M	+6%	6.3k	198.31	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.1	$1.2M		5.7k	211.21	View chart
Diamondback Energy (FANG)	0.1	$1.2M		6.0k	197.83	View chart
Vanguard Short Duration Tax Exempt Bond ETF Short Tax Exempt (VSDM)	0.1	$1.2M		15k	76.27	View chart
Vanguard Core Tax-Ex Bond Core Tax Exempt (VCRM)	0.1	$1.1M	+2%	15k	75.17	View chart
iShares Gold Trust Ishares New (IAU)	0.1	$1.1M	+47%	12k	88.16	View chart
Starwood Property Trust (STWD)	0.1	$1.1M	+19%	64k	17.22	View chart
Broadcom (AVGO)	0.1	$1.1M	+5%	3.5k	309.59	View chart
Emerson Electric (EMR)	0.1	$1.1M	+2%	8.2k	131.02	View chart
Linde SHS (LIN)	0.1	$1.1M		2.2k	495.63	View chart
Cheniere Energy Com New (LNG)	0.1	$1.1M		3.8k	283.71	View chart
Intuit (INTU)	0.1	$1.1M	+11%	2.4k	432.33	View chart
Steris Shs Usd (STE)	0.1	$1.0M		4.6k	221.21	View chart
GATX Corporation (GATX)	0.1	$1.0M	-4%	5.9k	170.82	View chart
iShares MSCI Emerging Markets Ex China ETF Msci Emrg Chn (EMXC)	0.1	$1.0M	NEW	13k	78.68	View chart
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS)	0.1	$975k	+30%	16k	60.08	View chart
Arista Networks Com Shs (ANET)	0.1	$973k	NEW	7.9k	122.82	View chart
Ingersoll Rand (IR)	0.1	$910k		11k	80.13	View chart
JP Morgan ETF Trust Hedged Equity La (HELO)	0.1	$905k	+35%	14k	63.89	View chart
Kinder Morgan (KMI)	0.1	$902k		27k	33.51	View chart
Honeywell International (HON)	0.1	$883k	+8%	3.9k	226.06	View chart
Abb Sponsored Adr (ABBNY)	0.1	$841k		11k	80.48	View chart
iShares Short Treasury Bond Fund Short Treas Bd (SHV)	0.1	$834k	-6%	7.6k	110.33	View chart
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)	0.1	$824k		16k	50.97	View chart
Deere & Company (DE)	0.1	$815k		1.4k	563.23	View chart
Comcast Corporation Class A Cl A (CMCSA)	0.1	$801k	-4%	28k	28.70	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$798k		35k	22.80	View chart
Altria (MO)	0.1	$797k		12k	65.96	View chart
Hologic	0.1	$787k		10k	75.60	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.1	$786k		8.1k	97.07	View chart
Shopify, Inc. Class A Cl A Sub Vtg Shs (SHOP)	0.1	$786k	+4%	6.6k	118.68	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.1	$777k	+39%	14k	54.05	View chart
Shell Spon Ads (SHEL)	0.0	$722k	-7%	7.8k	93.05	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.0	$716k	+223%	5.2k	138.36	View chart
Vanguard High Dividend Yield Index ETF High Div Yld (VYM)	0.0	$706k		4.8k	148.07	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)	0.0	$697k		13k	52.52	View chart
Vanguard Energy ETF Energy Etf (VDE)	0.0	$670k		3.9k	172.95	View chart
Colgate-Palmolive Company (CL)	0.0	$669k		7.9k	85.19	View chart
Dover Corporation (DOV)	0.0	$655k		3.1k	208.53	View chart
Johnson Controls International Plc equity (JCI)	0.0	$649k		5.0k	130.98	View chart
Ameriprise Financial (AMP)	0.0	$648k	NEW	1.5k	444.44	View chart
Vanguard Growth ETF Growth Etf (VUG)	0.0	$637k	+3%	1.5k	436.60	View chart
Moody's Corporation (MCO)	0.0	$634k	+116%	1.5k	436.04	View chart
Innodata Com New (INOD)	0.0	$633k		16k	38.60	View chart
Fastenal Company (FAST)	0.0	$631k		14k	46.40	View chart
Allegion Ord Shs (ALLE)	0.0	$631k		4.3k	145.19	View chart
Chubb (CB)	0.0	$607k		1.9k	325.99	View chart
Wec Energy Group (WEC)	0.0	$603k	NEW	5.2k	115.72	View chart
Nextracker Inc Class Class A Com (NXT)	0.0	$599k		5.0k	120.55	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.0	$598k		1.4k	426.23	View chart
Kimberly-Clark Corporation (KMB)	0.0	$590k		6.1k	96.47	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$575k		12k	47.69	View chart
PNC Financial Services (PNC)	0.0	$573k	-15%	2.8k	207.99	View chart
Franklin Pennsylvania Municipal Income ETF Franklin Pennsyl (FTPA)	0.0	$562k		66k	8.58	View chart
Church & Dwight (CHD)	0.0	$546k	-4%	5.9k	93.30	View chart
Becton, Dickinson and (BDX)	0.0	$535k	-15%	3.4k	157.35	View chart
Marriott International, Inc. Class A Cl A (MAR)	0.0	$529k	-8%	1.6k	326.95	View chart
Fidelity Total Total Bd Etf (FBND)	0.0	$528k		12k	45.62	View chart
Lennar Corporation Class A Cl A (LEN)	0.0	$520k		6.0k	86.87	View chart
Avery Dennison Corporation (AVY)	0.0	$518k		3.0k	172.67	View chart
At&t (T)	0.0	$510k	-5%	18k	28.98	View chart
Eastern Bankshares (EBC)	0.0	$503k	-4%	26k	19.57	View chart
Bank of America Corporation (BAC)	0.0	$503k	+28%	10k	48.79	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$498k	+49%	1.1k	446.24	View chart
CVS Caremark Corporation (CVS)	0.0	$489k	+93%	6.8k	71.75	View chart
Starbucks Corporation (SBUX)	0.0	$483k		5.4k	89.64	View chart
Northern Trust Corporation (NTRS)	0.0	$478k		3.4k	139.44	View chart
Agnico (AEM)	0.0	$476k		2.3k	203.07	View chart
AutoZone (AZO)	0.0	$473k	+10%	140.00	3378.57	View chart
Marathon Petroleum Corp (MPC)	0.0	$468k	NEW	1.9k	244.26	View chart
Hartford Financial Services (HIG)	0.0	$467k	+6%	3.5k	135.21	View chart
Neogen Corporation (NEOG)	0.0	$455k		49k	9.29	View chart
Waters Corporation (WAT)	0.0	$450k	+54%	1.5k	297.82	View chart
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ)	0.0	$444k	-14%	3.4k	132.46	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.0	$443k	+42%	4.0k	110.31	View chart
Globalstar Com New (GSAT)	0.0	$443k		6.7k	66.46	View chart
Trimble Navigation (TRMB)	0.0	$435k		6.7k	65.17	View chart
Travelers Companies (TRV)	0.0	$423k	-4%	1.5k	291.72	View chart
Blackstone Group Inc. Class A Com Cl A (BX)	0.0	$419k	+9%	3.6k	115.08	View chart
Texas Instruments Incorporated (TXN)	0.0	$415k		2.1k	194.11	View chart
Infleqtion Com Shs (INFQ)	0.0	$412k	NEW	42k	9.81	View chart
Seagate Technology Holdings SHS (STX)	0.0	$411k	+4%	1.0k	392.18	View chart
iShares 20 Year Treasury Bond ETF 20 Yr Tr Bd Etf (TLT)	0.0	$409k	-2%	4.7k	86.65	View chart
McKesson Corporation (MCK)	0.0	$400k	+30%	462.00	865.80	View chart
Insulet Corporation (PODD)	0.0	$399k		1.9k	210.00	View chart
Carrier Global Corporation (CARR)	0.0	$390k		6.9k	56.25	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.0	$387k	+38%	3.7k	103.31	View chart
Dollar General (DG)	0.0	$383k	+12%	3.2k	118.69	View chart
SYSCO Corporation (SYY)	0.0	$379k		5.3k	71.31	View chart
iShares Micro-Cap ETF Micro-cap Etf (IWC)	0.0	$372k		2.3k	159.45	View chart
Intel Corporation (INTC)	0.0	$371k	+6%	8.4k	44.11	View chart
Weyerhaeuser Company Com New (WY)	0.0	$362k	-21%	15k	24.41	View chart
Intercontinental Exchange (ICE)	0.0	$359k	+5%	2.3k	157.46	View chart
Airbnb Inc Com CL A Com Cl A (ABNB)	0.0	$353k	-5%	2.8k	126.21	View chart
New York Times Company Class A Cl A (NYT)	0.0	$352k		4.2k	83.81	View chart
Canadian Pacific Kansas City (CP)	0.0	$350k		4.5k	78.60	View chart
Booking Holdings (BKNG)	0.0	$349k	+72%	83.00	4204.82	View chart
J P Morgan Exchange Municipal Etf (JMUB)	0.0	$348k		7.0k	49.98	View chart
SPDR S&P Dividend ETF S&p Divid Etf (SDY)	0.0	$345k		2.4k	146.12	View chart
New Jersey Resources Corporation (NJR)	0.0	$341k		6.2k	54.86	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	0.0	$341k		5.7k	59.58	View chart
V.F. Corporation (VFC)	0.0	$340k		20k	17.00	View chart
Diageo Spon Adr New (DEO)	0.0	$336k		4.5k	74.40	View chart
Equinix (EQIX)	0.0	$333k	NEW	340.00	979.41	View chart
Uber Technologies (UBER)	0.0	$333k	+3%	4.6k	72.03	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$322k		2.6k	126.27	View chart
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB)	0.0	$321k		3.5k	91.45	View chart
Vanguard Consumer Staples ETF Consum Stp Etf (VDC)	0.0	$320k		1.4k	224.25	View chart
iShares TR MSCI USA Msci Usa Min Vol (USMV)	0.0	$314k		3.4k	92.65	View chart
Goldman Sachs (GS)	0.0	$313k		370.00	845.95	View chart
Utilities Select Sector SPDR ETF State Street Uti (XLU)	0.0	$308k	NEW	6.7k	45.94	View chart
Waste Connections (WCN)	0.0	$307k		1.9k	162.43	View chart
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)	0.0	$305k	+31%	4.1k	73.55	View chart
Watsco, Incorporated (WSO)	0.0	$304k		835.00	364.07	View chart
Veralto Corp-W/I Com Shs (VLTO)	0.0	$295k		3.3k	88.46	View chart
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT)	0.0	$285k		3.5k	82.61	View chart
Keysight Technologies (KEYS)	0.0	$283k	-25%	1.0k	281.87	View chart
Wells Fargo & Company (WFC)	0.0	$282k	+3%	3.5k	79.48	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.0	$280k		4.6k	61.35	View chart
Vanguard Small-Cap ETF Small Cp Etf (VB)	0.0	$280k		1.1k	261.68	View chart
H&R Block	0.0	$273k		8.6k	31.74	View chart
Terreno Realty Corporation (TRNO)	0.0	$271k		4.4k	61.38	View chart
Moderna (MRNA)	0.0	$270k	NEW	5.3k	50.80	View chart
Franklin Municipal Income ETF Franklin Muni (FTMU)	0.0	$269k		35k	7.78	View chart
Janus Henderson Group Ord Shs (JHG)	0.0	$257k		5.0k	51.40	View chart
L3harris Technologies (LHX)	0.0	$256k	-15%	743.00	344.55	View chart
Roche Holding (RHHBY)	0.0	$255k	NEW	5.1k	49.79	View chart
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB)	0.0	$249k		8.3k	30.07	View chart
Schlumberger NV Com Stk (SLB)	0.0	$249k	NEW	4.8k	51.39	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$249k		1.2k	216.52	View chart
iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.0	$248k	-4%	2.5k	99.20	View chart
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT)	0.0	$247k	-19%	4.9k	50.90	View chart
Us Foods Hldg Corp call (USFD)	0.0	$243k	-10%	2.6k	92.05	View chart
Labcorp Holdings Com Shs (LH)	0.0	$241k	+6%	903.00	266.89	View chart
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB)	0.0	$240k		14k	17.27	View chart
Alcon Ord Shs (ALC)	0.0	$238k		3.2k	75.22	View chart
SPDR Bloomberg Barclays High Yield Bond ETF State Street Spd (JNK)	0.0	$234k		2.4k	95.71	View chart
Otis Worldwide Corp (OTIS)	0.0	$229k		3.0k	77.18	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$228k		976.00	233.61	View chart
Vanguard Short-Term Tax-Exempt Bond ETF Short Trm Tax Ex (VTES)	0.0	$228k		2.3k	101.33	View chart
Nxp Semiconductors N V (NXPI)	0.0	$224k		1.1k	196.49	View chart
Science App Int'l (SAIC)	0.0	$222k	-14%	2.3k	95.07	View chart
Fiserv (FISV)	0.0	$222k	-23%	4.0k	55.89	View chart
Fortive (FTV)	0.0	$217k		3.9k	55.36	View chart
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$212k	-7%	1.8k	118.37	View chart
iShares MSCI USA ESG Select ETF Esg Optimized (SUSA)	0.0	$211k		1.6k	131.88	View chart
Wintrust Financial Corporation (WTFC)	0.0	$208k		1.5k	138.67	View chart
Progressive Corporation (PGR)	0.0	$205k		1.0k	197.88	View chart
iShares Russell 1000 ETF Rus 1000 Etf (IWB)	0.0	$201k	-22%	564.00	356.38	View chart
Brown & Brown (BRO)	0.0	$200k	-6%	3.1k	65.15	View chart
Franklin New York Municipal Income ETF Franklin Ny Muni (FTNY)	0.0	$193k	-35%	25k	7.80	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 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
Boston Family Office 2022 Q2 filed Aug. 11, 2022

View all past filings

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