SEC 13F Intelligence

Managers / Q2 2025 · view latest →

BOSTON FAMILY OFFICE LLC

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

Reported Value
$1.5B
Q2 2025
Positions
286
Filings on Record
29
2019–present window
Filed
Aug 13, 2025
original filing

Summary

Boston Family Office LLC reported $1.5B in U.S.-listed holdings across 286 positions for Q2 2025.

Its largest position, MSFT, represents 4.6% of the portfolio.

Compared with Q1 2025, the fund opened 16 new positions and exited 11.

Portfolio Metrics

Turnover
+3.5%
vs prior filed quarter
Top-10 Concentration
+29.2%
share of reported value
Largest Position
+4.6%
Microsoft Corporation
New / Exited
16 / 11
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: 81.0%ETP: 15.7%REIT: 2.3%ADR: 0.9%Other: 0.2%
  • Common Stock · 81.0% · $1.2B
  • ETP · 15.7% · $237M
  • REIT · 2.3% · $34M
  • ADR · 0.9% · $14M
  • Other · 0.2% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VGUSVanguard Instl Index (FD Ultra-Short Trea)NEW+19.6K19.6K+$1M$1M
ROOTRoot IncNEW+6.9K6.9K+$879,000$879,000
CBChubb LimitedNEW+1.8K1.8K+$528,000$528,000
WSOWatsco IncNEW+835835+$369,000$369,000
AJGGallagher Arthur J.NEW+1.1K1.1K+$368,000$368,000
SHOPShopify, Inc. Class ANEW+2.9K2.9K+$332,000$332,000
FERGFerguson EnterprisesNEW+1.2K1.2K+$268,000$268,000
LHXL3Harris Technologies IncNEW+1.1K1.1K+$267,000$267,000

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

Holdings — Q2 2025

283 positions (from 286 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MSFTMicrosoft Corporationhistory →COM4.63%$70M140.1K
2AAPLApple Inc.history →COM4.06%$61M298.0K
3AMZNAmazon.com, Inc.history →COM3.75%$57M257.6K
4VVisa Inc. Class Ahistory →COM CL A3.27%$49M138.7K
5GOOGAlphabet Inc. Class CCAP STK CL C · CAP STK CL A3.15%$47M268.1K
6VOOVanguard S&P 500 ETFhistory →S&P 500 ETF SHS2.15%$32M57.1K
7AKXANSYS, Inc.history →COM2.15%$32M92.1K
8BRK/BBerkshire Hathaway Inc. Class BCL B NEW · CL A2.05%$31M59.0K
9SPYSPDR S&P 500 ETF Trusthistory →TR UNIT2.02%$30M49.1K
10UNPUnion Pacific Corporationhistory →COM1.94%$29M126.7K
11SPGIS&P Global, Inc.history →COM1.86%$28M53.2K
12AMTAmerican Tower Corporationhistory →COM1.85%$28M125.8K
13NOWServiceNow, Inc.history →COM1.76%$27M25.8K
14SYKStryker Corporationhistory →COM1.74%$26M66.4K
15ECLEcolab Inc.history →COM1.73%$26M96.6K
16ATRAptargroup, Inc.history →COM1.69%$26M163.1K
17ROKRockwell Automation, Inc.history →COM1.68%$25M76.0K
18CRMSalesforce, Inc.history →COM1.63%$25M89.9K
19APDAir Products and Chemicals, Inc.history →COM1.56%$24M83.5K
20MRSHMarsh & McLennan Companies, Inc.history →COM1.53%$23M105.3K
21ADPAutomatic Data Processing, Inc.history →COM1.51%$23M73.7K
22PANWPalo Alto Networks, Inc.history →COM1.50%$23M110.5K
23ROPRoper Technologies, Inc.history →COM1.34%$20M35.5K
24NVDANVIDIA Corporationhistory →COM1.34%$20M127.2K
25IQVIqvia Holdings Inchistory →COM1.30%$20M124.0K
26NEENextEra Energy, Inc.history →COM1.28%$19M278.5K
27TMOThermo Fisher Scientific Inc.history →COM1.11%$17M41.2K
28CVXChevron Corporationhistory →COM1.09%$16M114.1K
29ZBRAZebra Technologies Corporation Class Ahistory →CL A1.07%$16M52.2K
30ADBEAdobe Inc.history →COM1.03%$15M40.0K
31IDXXIDEXX Laboratories, Inc.history →COM0.99%$15M27.9K
32MKCMcCormick & Company, Inc.history →COM NON VTG0.99%$15M197.1K
33ETNEaton Corp. PLChistory →SHS0.99%$15M41.8K
34JPMJPMorgan Chase & Co.history →COM0.89%$13M46.2K
35ABBVAbbVie, Inc.history →COM0.89%$13M72.0K
36VXFVanguard Extended Market ETFhistory →EXTEND MKT ETF0.84%$13M65.6K
37VTIPVanguard Short-Term Inflation-Protected ETFhistory →STRM INFPROIDX0.84%$13M250.8K
38COSTCostco Wholesale Corporationhistory →COM0.83%$13M12.7K
39JNJJohnson & Johnsonhistory →COM0.79%$12M77.5K
40XYLXylem Inc.history →COM0.77%$12M90.1K
41ABTAbbott Laboratorieshistory →COM0.76%$11M84.6K
42VIGVanguard Dividend Appreciation ETFhistory →DIV APP ETF0.74%$11M54.6K
43DISWalt Disney CompanyCOM0.65%$10M78.9K
44PGProcter & Gamble CompanyCOM0.64%$10M60.9K
45VTIVanguard Total Stock Market ETFTOTAL STK MKT0.62%$9M30.7K
46NKENIKE, Inc. Class BCL B0.62%$9M130.4K
47EOGEOG Resources, Inc.COM0.58%$9M73.4K
48PEPPepsiCo, Inc.COM0.57%$9M65.0K
49SHWSherwin-Williams CompanyCOM0.55%$8M24.2K
50DHRDanaher CorporationCOM0.53%$8M40.3K
51PHParker-Hannifin CorporationCOM0.52%$8M11.2K
52MCDMcDonald's CorporationCOM0.51%$8M26.3K
53HDHome Depot, Inc.COM0.50%$8M20.5K
54NFLXNetflix IncCOM0.49%$7M5.5K
55MDYSPDR S&P Midcap 400 ETF TrustUTSER1 S&PDCRP0.49%$7M12.9K
56LECOLincoln Electric Holdings, Inc.COM0.48%$7M34.8K
57VCSHVanguard Short-Term Corporate Bond ETFSHRT TRM CORP BD0.47%$7M89.4K
58LLYEli Lilly and CompanyCOM0.47%$7M9.0K
59TELTE Connectivity PLCORD SHS0.44%$7M39.1K
60IJRiShares Core S&P Small Cap ETFCORE S&P SCP ETF0.43%$6M59.0K
61TJXTJX Companies IncCOM0.42%$6M51.3K
62ASMLASML Holding NV ADRN Y REGISTRY SHS0.42%$6M7.9K
63VRPInvesco Variable Rate Preferred ETFVAR RATE PFD0.40%$6M243.6K
64MOATVanEck Morningstar Wide Moat ETFMORNINGSTAR WIDE0.37%$6M58.6K
65NSRGYNestle S.A. Sponsored ADRCOM0.36%$5M54.8K
66ZTSZoetis, Inc. Class ACL A0.36%$5M34.4K
67TERTeradyne, Inc.COM0.35%$5M59.0K
68IBTGiShares iBonds Treasury 2026IBONDS 26 TRM TS0.34%$5M226.4K
69ADIAnalog Devices, Inc.COM0.33%$5M21.1K
70BSVVanguard Short-Term Bond ETFSHORT TRM BOND0.33%$5M63.8K
71IBTHiShares iBonds Treasury 2027IBONDS 27 TRM TS0.33%$5M221.9K
72TTTrane Technologies plcSHS0.33%$5M11.3K
73QQQInvesco QQQ TrustUNIT SER 10.32%$5M8.7K
74PLTRPalantir Technologies IncCL A0.31%$5M34.1K
75LOWLowe's Companies, Inc.COM0.29%$4M20.0K
76HUBBHubbell Incorporated Class BCOM0.29%$4M10.6K
77VCRBVanguard Core Bond ETFCORE BD ETF0.29%$4M55.5K
78AXPAmerican Express CompanyCOM0.28%$4M13.1K
79IVViShares Core S&P 500 ETFCORE S&P500 ETF0.27%$4M6.6K
80WMWaste Management, Inc.COM0.27%$4M17.7K
81IBTIiShares iBonds Treasury 2028IBONDS 28 TRM TS0.27%$4M180.2K
82MRKMerck & Co., Inc.COM0.26%$4M50.1K
83WELLWelltower, Inc.COM0.26%$4M25.8K
84VGSHVanguard Short-Term Treasury ETFSHORT TERM TREAS0.25%$4M65.1K
85EXMOCExxon Mobil CorporationCOM0.24%$4M34.1K
86METAMeta PlatformsCL A0.24%$4M4.8K
87GISGeneral Mills, Inc.COM0.23%$3M65.7K
88RPMRPM International Inc.COM0.22%$3M30.6K
89IJHiShares Core S&P Mid-Cap ETFCORE S&P MCP ETF0.22%$3M53.7K
90JPSTJPMorgan Ultra-Short Income ETFULTRA SHRT INC0.22%$3M64.3K
91KOCoca-Cola CompanyCOM0.21%$3M45.5K
92ORCLOracle CorporationCOM0.21%$3M14.5K
93IVWiShares S&P 500 Growth ETFS&P 500 GRWT ETF0.20%$3M27.4K
94VVVanguard Large-Cap ETFLARGE CAP ETF0.20%$3M10.3K
95ITWIllinois Tool Works Inc.COM0.19%$3M11.5K
96VEAVanguard FTSE Developed Markets ETFVAN FTSE DEV MKT0.19%$3M49.7K
97QCOMQualcomm IncCOM0.18%$3M17.3K
98SNPSSynopsys, Inc.COM0.18%$3M5.4K
99CLXClorox CompanyCOM0.18%$3M22.2K
100AMGNAmgen Inc.COM0.17%$3M9.1K

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 ↗.