SEC 13F Intelligence

Managers / Q1 2025 · view latest →

BOSTON FAMILY OFFICE LLC

CIK 0001039807 · 20 CUSTOM HOUSE STREET, SUITE 700, BOSTON, MA, 02110 · 6176240800

Reported Value
$1.4B
Q1 2025
Positions
281
Filings on Record
29
2019–present window
Filed
May 13, 2025
original filing

Summary

Boston Family Office LLC reported $1.4B in U.S.-listed holdings across 281 positions for Q1 2025.

Its largest position, AAPL, represents 4.7% of the portfolio.

Compared with Q4 2024, the fund opened 13 new positions and exited 7.

Portfolio Metrics

Turnover
+4.8%
vs prior filed quarter
Top-10 Concentration
+28.6%
share of reported value
Largest Position
+4.7%
Apple
New / Exited
13 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $925MQ1 ’19Q2 ’19: $963MQ3 ’19: $964MQ4 ’19: $1.1BQ1 ’20: $847MQ1 ’20Q2 ’20: $1.0BQ3 ’20: $1.1BQ4 ’20: $1.3BQ1 ’21: $1.3BQ1 ’21Q2 ’21: $1.4BQ3 ’21: $1.4BQ4 ’21: $1.5BQ1 ’22: $1.4BQ1 ’22Q2 ’22: $1.2BQ3 ’22: $1.1BQ4 ’22: $1.2BQ1 ’23: $1.2BQ1 ’23Q2 ’23: $1.3BQ3 ’23: $1.2BQ4 ’23: $1.3BQ1 ’24: $1.4BQ1 ’24Q2 ’24: $1.4BQ3 ’24: $1.5BQ4 ’24: $1.5BQ1 ’25: $1.4BQ1 ’25Q2 ’25: $1.5BQ3 ’25: $1.6BQ4 ’25: $1.6BQ1 ’26: $1.5BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 81.5%ETP: 15.0%REIT: 2.4%ADR: 0.8%Other: 0.2%
  • Common Stock · 81.5% · $1.2B
  • ETP · 15.0% · $212M
  • REIT · 2.4% · $34M
  • ADR · 0.8% · $12M
  • Other · 0.2% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IBTMiShares iBonds Treasury 2032NEW+64.2K64.2K+$1M$1M
FSLRFirst Solar, Inc.NEW+8.1K8.1K+$1M$1M
INODInnodata Inc Com NewNEW+16.4K16.4K+$589,000$589,000
CARRCarrier Global Corp.NEW+6.8K6.8K+$431,000$431,000
OTISOtis Worldwide CorporationNEW+3.5K3.5K+$357,000$357,000
WCNWaste Connections, Inc.NEW+1.6K1.6K+$313,000$313,000
BROBrown & Brown IncNEW+2.4K2.4K+$292,000$292,000
KEYSKeysight TechnologiesNEW+1.8K1.8K+$268,000$268,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

278 positions (from 281 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLApple Inc.history →COM4.68%$66M297.8K
2MSFTMicrosoft Corporationhistory →COM3.68%$52M138.4K
3VVisa Inc. Class Ahistory →COM CL A3.41%$48M137.4K
4AMZNAmazon.com, Inc.history →COM3.34%$47M247.9K
5GOOGAlphabet Inc. Class CCAP STK CL C · CAP STK CL A2.91%$41M263.7K
6BRK/BBerkshire Hathaway Inc. Class BCL B NEW · CL A2.41%$34M59.5K
7UNPUnion Pacific Corporationhistory →COM2.12%$30M126.9K
8AKXANSYS, Inc.history →COM2.09%$29M93.2K
9VOOVanguard S&P 500 ETFhistory →S&P 500 ETF SHS2.00%$28M55.0K
10SPYSPDR S&P 500 ETF Trusthistory →TR UNIT1.96%$28M49.4K
11AMTAmerican Tower Corporationhistory →COM1.95%$28M126.6K
12SPGIS&P Global, Inc.history →COM1.90%$27M52.7K
13MRSHMarsh & McLennan Companies, Inc.history →COM1.82%$26M105.5K
14APDAir Products and Chemicals, Inc.history →COM1.77%$25M84.8K
15ATRAptargroup, Inc.history →COM1.75%$25M166.5K
16ECLEcolab Inc.history →COM1.74%$25M96.7K
17CRMSalesforce, Inc.history →COM1.71%$24M90.0K
18SYKStryker Corporationhistory →COM1.70%$24M64.5K
19IQVIqvia Holdings Inchistory →COM1.67%$24M134.2K
20ADPAutomatic Data Processing, Inc.history →COM1.56%$22M72.1K
21ROPRoper Technologies, Inc.history →COM1.50%$21M36.0K
22NOWServiceNow, Inc.history →COM1.43%$20M25.4K
23TMOThermo Fisher Scientific Inc.history →COM1.41%$20M40.0K
24NEENextEra Energy, Inc.history →COM1.39%$20M277.6K
25ROKRockwell Automation, Inc.history →COM1.38%$20M75.5K
26CVXChevron Corporationhistory →COM1.32%$19M111.3K
27PANWPalo Alto Networks, Inc.history →COM1.29%$18M106.7K
28MKCMcCormick & Company, Inc.history →COM NON VTG1.15%$16M197.6K
29ZBRAZebra Technologies Corporation Class Ahistory →CL A1.14%$16M56.9K
30ADBEAdobe Inc.history →COM1.12%$16M41.2K
31ABBVAbbVie, Inc.history →COM1.08%$15M72.6K
32JNJJohnson & Johnsonhistory →COM1.00%$14M85.2K
33NVDANVIDIA Corporationhistory →COM0.97%$14M126.0K
34IDXXIDEXX Laboratories, Inc.history →COM0.85%$12M28.7K
35COSTCostco Wholesale Corporationhistory →COM0.83%$12M12.4K
36JPMJPMorgan Chase & Co.history →COM0.82%$12M46.9K
37VTIPVanguard Short-Term Inflation-Protected ETFhistory →STRM INFPROIDX0.80%$11M227.8K
38ETNEaton Corp. PLChistory →SHS0.80%$11M41.6K
39ABTAbbott Laboratorieshistory →COM0.80%$11M85.1K
40VXFVanguard Extended Market ETFhistory →EXTEND MKT ETF0.76%$11M62.2K
41PGProcter & Gamble Companyhistory →COM0.75%$11M62.2K
42XYLXylem Inc.history →COM0.73%$10M86.9K
43VIGVanguard Dividend Appreciation ETFhistory →DIV APP ETF0.73%$10M53.0K
44PEPPepsiCo, Inc.COM0.68%$10M63.9K
45EOGEOG Resources, Inc.COM0.67%$10M74.2K
46SHWSherwin-Williams CompanyCOM0.61%$9M24.5K
47NKENIKE, Inc. Class BCL B0.60%$9M134.4K
48MCDMcDonald's CorporationCOM0.59%$8M26.5K
49DISWalt Disney CompanyCOM0.56%$8M79.8K
50DHRDanaher CorporationCOM0.54%$8M37.5K
51HDHome Depot, Inc.COM0.54%$8M20.8K
52VCSHVanguard Short-Term Corporate Bond ETFSHRT TRM CORP BD0.49%$7M88.0K
53MDYSPDR S&P Midcap 400 ETF TrustUTSER1 S&PDCRP0.49%$7M12.9K
54PHParker-Hannifin CorporationCOM0.48%$7M11.3K
55LECOLincoln Electric Holdings, Inc.COM0.47%$7M35.1K
56VTIVanguard Total Stock Market ETFTOTAL STK MKT0.45%$6M23.1K
57IJRiShares Core S&P Small Cap ETFCORE S&P SCP ETF0.44%$6M59.4K
58TJXTJX Companies IncCOM0.43%$6M49.8K
59TERTeradyne, Inc.COM0.41%$6M70.4K
60VRPInvesco Variable Rate Preferred ETFVAR RATE PFD0.40%$6M233.3K
61NSRGYNestle S.A. Sponsored ADRCOM0.40%$6M55.7K
62TELTE Connectivity PLCORD SHS0.39%$6M39.4K
63BSVVanguard Short-Term Bond ETFSHORT TRM BOND0.39%$6M70.7K
64ZTSZoetis, Inc. Class ACL A0.39%$5M33.3K
65MOATVanEck Morningstar Wide Moat ETFMORNINGSTAR WIDE0.38%$5M60.8K
66ASMLASML Holding NV ADRN Y REGISTRY SHS0.35%$5M7.4K
67LOWLowe's Companies, Inc.COM0.34%$5M20.7K
68IBTGiShares iBonds Treasury 2026IBONDS 26 TRM TS0.33%$5M200.9K
69MRKMerck & Co., Inc.COM0.32%$5M50.5K
70ADIAnalog Devices, Inc.COM0.32%$4M22.1K
71LLYEli Lilly and CompanyCOM0.31%$4M5.3K
72IBTHiShares iBonds Treasury 2027IBONDS 27 TRM TS0.31%$4M194.2K
73VGSHVanguard Short-Term Treasury ETFSHORT TERM TREAS0.29%$4M70.3K
74WMWaste Management, Inc.COM0.29%$4M17.7K
75NFLXNetflix IncCOM0.29%$4M4.4K
76QQQInvesco QQQ TrustUNIT SER 10.29%$4M8.7K
77GISGeneral Mills, Inc.COM0.28%$4M67.1K
78EXMOCExxon Mobil CorporationCOM0.28%$4M33.7K
79WELLWelltower, Inc.COM0.28%$4M25.8K
80TTTrane Technologies plcSHS0.27%$4M11.3K
81JPSTJPMorgan Ultra-Short Income ETFULTRA SHRT INC0.27%$4M74.9K
82IVViShares Core S&P 500 ETFCORE S&P500 ETF0.26%$4M6.6K
83RPMRPM International Inc.COM0.25%$4M30.7K
84AXPAmerican Express CompanyCOM0.25%$4M13.2K
85HUBBHubbell Incorporated Class BCOM0.25%$4M10.7K
86KOCoca-Cola CompanyCOM0.23%$3M46.0K
87CLXClorox CompanyCOM0.23%$3M22.3K
88IJHiShares Core S&P Mid-Cap ETFCORE S&P MCP ETF0.23%$3M54.6K
89BIVVanguard Intermediate-Term Bond ETFINTERMED TERM0.22%$3M41.3K
90UNHUnitedHealth Group IncorporatedCOM0.22%$3M5.8K
91IBTIiShares iBonds Treasury 2028IBONDS 28 TRM TS0.21%$3M132.5K
92PLTRPalantir Technologies IncCL A0.20%$3M34.0K
93ITWIllinois Tool Works Inc.COM0.20%$3M11.6K
94QCOMQualcomm IncCOM0.19%$3M17.5K
95VVVanguard Large-Cap ETFLARGE CAP ETF0.19%$3M10.3K
96NVONovo Nordisk A/S Sponsored ADR Class BADR0.19%$3M37.8K
97IVWiShares S&P 500 Growth ETFS&P 500 GRWT ETF0.18%$3M27.4K
98VZVerizon Communications Inc.COM0.18%$3M55.9K
99AMGNAmgen Inc.COM0.18%$3M8.1K
100NSCNorfolk Southern CorporationCOM0.18%$2M10.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B311May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B310Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.6B296Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.5B286Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B281May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.5B275Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B277Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.4B265Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.4B264May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.3B260Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.2B253Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.3B260Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.2B260May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.2B267Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B260Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.2B268Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.4B286May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.5B282Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.4B279Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.4B278Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.3B266May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.3B258Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.1B237Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.0B244Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$847M236May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.1B252Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$964M251Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$963M258Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$925M250May 9, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.