BOSTON FAMILY OFFICE LLC
Sector Allocation
- Technology29.0%$477.6M
- Other19.9%$328.4M
- Healthcare10.9%$179.5M
- Financials9.8%$161.5M
- Industrials9.6%$157.5M
- Consumer Discretionary5.8%$95.5M
- Materials4.7%$77.1M
- Consumer Staples3.5%$57.4M
- Energy2.2%$36.4M
- Utilities1.8%$29.9M
AUM History
13fpro.ai/research/fund/boston-family-office-llc-1039807
Conviction and streaks
Concentrating · top 10 = 31.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$82.3M- Vanguard$65.2M
GOOG
$59.1MAMZN
$56.3MMSFT
$53.7MPANW
$46.1MV
$45.1MNVDA
$38.4MSPY
$33.7MUNP
$32.4MROK
$30.8MBRK.B
$28.8MECL
$24.7MSPGI
$23.2MSYK
$23.2MNEE
$22.9MLLY
$22.0M- Vanguard$20.9M
IQV
$20.7MAPD
$20.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/boston-family-office-llc-1039807
BOSTON FAMILY OFFICE LLC 13F holdings — Q2 2026
$1.6B portfolio (+9.6% QoQ) · 314 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
$82.3M
5.0% of stocks
-0.9%This quarter+13.8%Since filed10+ qtrsHeld- 2
Vanguard S&P 500 ETF - S&P 500 ETF SHS
$65.2M
4.0% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— $59.1M
3.6% of stocks
-8%This quarter-8.2%Since filed10+ qtrsHeld$56.3M
3.4% of stocks
-6%This quarter-6.8%Since filed10+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$53.7M
3.3% of stocks
+5%This quarter+8.2%Since filed10+ qtrsHeld$46.1M
2.8% of stocks
-2%This quarter+0.9%Since filed10+ qtrsHeld$45.1M
2.7% of stocks
-1%This quarter+12.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$38.4M
2.3% of stocks
+16%This quarter-3.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row$33.7M
2.0% of stocks
+2%This quarter-0.9%Since filed10+ qtrsHeld$32.4M
2.0% of stocks
-3%This quarter+1.1%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — BOSTON FAMILY OFFICE LLC (Q2 2026)
314 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ROCKWELL AUTOMATION, INC | Industrials | $30.8M | 1.9% | 62K | -4% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $28.8M | 1.8% | 57K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ECOLAB INC. | Materials | $24.7M | 1.5% | 89K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | S&P Global Inc. | Financials | $23.2M | 1.4% | 57K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | STRYKER CORP | Healthcare | $23.2M | 1.4% | 74K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NEXTERA ENERGY INC | Utilities | $22.9M | 1.4% | 261K | -2% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ELI LILLY & Co | Healthcare | $22.0M | 1.3% | 18K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | Vanguard Extended Market ETF - EXTEND MKT ETFetf/fund | — | $20.9M | 1.3% | 85K | +16% | — | — | 13F |
| 19 | IQVIA HOLDINGS INC. | Healthcare | $20.7M | 1.3% | 107K | -8% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Air Products & Chemicals, Inc. | Materials | $20.3M | 1.2% | 69K | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $19.9M | 1.2% | 40K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $19.5M | 1.2% | 55K | -4% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMERICAN TOWER CORP /MA/ | Real Estate | $19.3M | 1.2% | 118K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AbbVie Inc. | Healthcare | $17.5M | 1.1% | 70K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Eaton Corp plc | Industrials | $17.5M | 1.1% | 41K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JNJ | JOHNSON & JOHNSON | Healthcare | $17.3M | 1.1% | 68K | -1.0% | |||
| 27 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $17.0M | 1.0% | 102K | +5% | |||
| 28 | $CVX | CHEVRON CORP | Energy | $16.8M | 1.0% | 101K | -2% | |||
| 29 | — | Vanguard Short-Term Inflation-Protected ETF - STRM INFPROIDX | — | $16.6M | 1.0% | 331K | +10% | |||
| 30 | $ASML | ASML HOLDING NV | Technology | $15.9M | 1.0% | 7,993 | +3% | |||
| 31 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $15.8M | 1.0% | 71K | -1% | |||
| 32 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $15.1M | 0.9% | 16K | +25% | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $15.0M | 0.9% | 46K | -2% | |||
| 34 | $NOW | ServiceNow, Inc. | Technology | $14.7M | 0.9% | 148K | +2% | |||
| 35 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $14.5M | 0.9% | 28K | +5% | |||
| 36 | $PH | Parker-Hannifin Corp | Industrials | $14.2M | 0.9% | 15K | -0.1% | |||
| 37 | — | Vanguard Dividend Appreciation ETF - DIV APP ETF | — | $13.9M | 0.8% | 59K | -8% | |||
| 38 | — | Vanguard Total Stock Market ETF - TOTAL STK MKT | — | $13.9M | 0.8% | 37K | +4% | |||
| 39 | $ATR | APTARGROUP, INC. | Materials | $12.7M | 0.8% | 101K | -33% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $12.5M | 0.8% | 22K | +0.5% | |||
| 41 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $11.5M | 0.7% | 44K | -11% | |||
| 42 | $XYL | Xylem Inc. | Industrials | $10.8M | 0.7% | 91K | +3% | |||
| 43 | $PEP | PEPSICO INC | Consumer Staples | $10.5M | 0.6% | 78K | +26% | |||
| 44 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.0M | 0.6% | 66K | +23% | |||
| 45 | $CRM | Salesforce, Inc. | Technology | $9.6M | 0.6% | 61K | -27% | |||
| 46 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $9.6M | 0.6% | 65K | +18% | |||
| 47 | — | VanEck Morningstar Wide Moat ETF - MORNINGSTAR WIDE | — | $9.4M | 0.6% | 90K | +35% | |||
| 48 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $9.1M | 0.6% | 34K | -0.0% | |||
| 49 | $ROP | ROPER TECHNOLOGIES INC | Technology | $8.8M | 0.5% | 26K | -29% | |||
| 50 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $8.7M | 0.5% | 6,321 | +39% | |||
| 51 | $ADI | ANALOG DEVICES INC | Technology | $8.4M | 0.5% | 21K | -3% | |||
| 52 | $EOG | EOG RESOURCES INC | Energy | $8.3M | 0.5% | 64K | -2% | |||
| 53 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $7.9M | 0.5% | 11K | +1.0% | |||
| 54 | $SHW | SHERWIN WILLIAMS CO | Materials | $7.9M | 0.5% | 23K | -1% | |||
| 55 | $DIS | Walt Disney Co | Communication Services | $7.7M | 0.5% | 80K | -3% | |||
| 56 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $7.6M | 0.5% | 21K | +0.4% | |||
| 57 | $MCD | MCDONALDS CORP | Consumer Discretionary | $7.6M | 0.5% | 28K | -6% | |||
| 58 | — | iShares Core S&P Small Cap ETF - CORE S&P SCP ETF | — | $7.5M | 0.5% | 51K | -2% | |||
| 59 | — | Vanguard Core Bond ETF - CORE BD ETF | — | $7.5M | 0.5% | 97K | +9% | |||
| 60 | $TEL | TE Connectivity plc | Technology | $7.4M | 0.5% | 37K | -0.8% | |||
| 61 | $ABT | ABBOTT LABORATORIES | Healthcare | $7.3M | 0.5% | 81K | -0.2% | |||
| 62 | — | Vanguard Short-Term Corporate Bond ETF - SHRT TRM CORP BD | — | $7.2M | 0.4% | 92K | +0.4% | |||
| 63 | $NFLX | NETFLIX INC | Communication Services | $7.2M | 0.4% | 101K | +8% | |||
| 64 | $DHR | DANAHER CORP /DE/ | Healthcare | $6.6M | 0.4% | 35K | -11% | |||
| 65 | $IVZ | Invesco Ltd. | Financials | $6.5M | 0.4% | 268K | +4% | |||
| 66 | — | iShares iBonds Treasury 2028 - IBONDS 28 TRM TS | — | $6.4M | 0.4% | 289K | +9% | |||
| 67 | — | iShares iBonds Treasury 2027 - IBONDS 27 TRM TS | — | $6.3M | 0.4% | 282K | +3% | |||
| 68 | $GLW | CORNING INC /NY | Materials | $6.2M | 0.4% | 24K | -1.0% | |||
| 69 | $AXP | AMERICAN EXPRESS CO | Financials | $5.8M | 0.3% | 17K | +0.4% | |||
| 70 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $5.7M | 0.3% | 7,739 | -3% | |||
| 71 | $HUBB | HUBBELL INC | Technology | $5.6M | 0.3% | 11K | — | |||
| 72 | $MRK | Merck & Co., Inc. | Healthcare | $5.5M | 0.3% | 43K | -5% | |||
| 73 | — | Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT | — | $5.4M | 0.3% | 76K | +17% | |||
| 74 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $5.3M | 0.3% | 11K | -10% | |||
| 75 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $5.3M | 0.3% | 7,364 | -10% | |||
| 76 | $WELL | WELLTOWER INC. | Real Estate | $5.1M | 0.3% | 22K | -3% | |||
| 77 | $TT | Trane Technologies plc | Technology | $5.0M | 0.3% | 10K | -0.2% | |||
| 78 | — | Nestle S.A. Sponsored ADR - COM | — | $5.0M | 0.3% | 49K | -0.7% | |||
| 79 | $META | Meta Platforms, Inc. | Technology | $4.9M | 0.3% | 63K | +7% | |||
| 80 | — | Vanguard Short-Term Treasury ETF - SHORT TERM TREAS | — | $4.9M | 0.3% | 85K | +5% | |||
| 81 | — | iShares Core S&P 500 ETF - CORE S&P500 ETF | — | $4.9M | 0.3% | 6,525 | -0.2% | |||
| 82 | $CAT | CATERPILLAR INC | Industrials | $4.8M | 0.3% | 4,528 | -0.7% | |||
| 83 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.7M | 0.3% | 35K | -0.0% | |||
| 84 | $PLTR | Palantir Technologies Inc. | Technology | $4.6M | 0.3% | 40K | -1% | |||
| 85 | $ANET | Arista Networks, Inc. | Technology | $4.6M | 0.3% | 27K | +240% | |||
| 86 | $MKC | MCCORMICK & CO INC | Consumer Staples | $4.5M | 0.3% | 90K | -39% | |||
| 87 | $NKE | NIKE, Inc. | Consumer Discretionary | $4.4M | 0.3% | 108K | -12% | |||
| 88 | $FLEX | FLEX LTD. | Technology | $4.2M | 0.3% | 26K | -0.4% | |||
| 89 | $WM | WASTE MANAGEMENT INC | Utilities | $4.2M | 0.3% | 19K | +2% | |||
| 90 | — | iShares Core S&P Mid-Cap ETF - CORE S&P MCP ETF | — | $4.1M | 0.3% | 53K | -5% | |||
| 91 | — | iShares iBonds Treasury 2029 - IBONDS 29 TRM TS | — | $4.0M | 0.2% | 184K | +24% | |||
| 92 | — | iShares S&P 500 Growth ETF - S&P 500 GRWT ETF | — | $3.8M | 0.2% | 27K | — | |||
| 93 | $AMGN | AMGEN INC | Healthcare | $3.8M | 0.2% | 10K | -0.3% | |||
| 94 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.7M | 0.2% | 5 | — | |||
| 95 | $KO | COCA COLA CO | Consumer Staples | $3.4M | 0.2% | 42K | -4% | |||
| 96 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $3.4M | 0.2% | 13K | +1% | |||
| 97 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $3.4M | 0.2% | 15K | — | |||
| 98 | $RTX | RTX Corp | Industrials | $3.3M | 0.2% | 18K | -2% | |||
| 99 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $3.3M | 0.2% | 29K | -0.7% | |||
| 100 | — | Vanguard Mid-Cap ETF - MID CAP ETF | — | $3.2M | 0.2% | 40K | +300% | |||
| 101 | — | iShares iBonds Treasury 2030 - IBOND DEC 2030 | — | $3.2M | 0.2% | 164K | +15% | |||
| 102 | — | Vanguard Total International Stock ETF - VG TL INTL STK F | — | $3.2M | 0.2% | 37K | +9% | |||
| 103 | — | Vanguard Large-Cap ETF - LARGE CAP ETF | — | $3.1M | 0.2% | 9,131 | -0.4% | |||
| 104 | — | JPMorgan Ultra-Short Income ETF - ULTRA SHRT INC | — | $3.0M | 0.2% | 60K | +36% | |||
| 105 | $SNPS | SYNOPSYS INC | Technology | $3.0M | 0.2% | 6,632 | -7% | |||
| 106 | — | Vanguard Real Estate ETF - REAL ESTATE ETF | — | $2.9M | 0.2% | 30K | +4% | |||
| 107 | — | iShares iBonds Treasury 2031 - IBONDS DEC 2031 | — | $2.8M | 0.2% | 139K | +13% | |||
| 108 | $GE | GENERAL ELECTRIC CO | Industrials | $2.8M | 0.2% | 7,419 | +4% | |||
| 109 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $2.7M | 0.2% | 8,433 | — | |||
| 110 | $APH | AMPHENOL CORP /DE/ | Technology | $2.6M | 0.2% | 15K | +3% | |||
| 111 | — | Vanguard Instl Index (FD Ultra-Short Trea) - ULTRA-SHORT TREA | — | $2.6M | 0.2% | 34K | +14% | |||
| 112 | $QCOM | QUALCOMM INC/DE | Technology | $2.5M | 0.1% | 14K | — | |||
| 113 | — | Vanguard FTSE All-World ex-US ETF - ALLWRLD EX US | — | $2.5M | 0.1% | 30K | +3% | |||
| 114 | $AFL | AFLAC INC | Financials | $2.5M | 0.1% | 21K | +2% | |||
| 115 | $TER | TERADYNE, INC | Technology | $2.4M | 0.1% | 4,967 | -7% | |||
| 116 | $GEV | GE Vernova Inc. | Industrials | $2.4M | 0.1% | 2,010 | +3% | |||
| 117 | — | Vanguard Core Tax-Exempt Bond ETF - CORE TAX EXEMPT | — | $2.4M | 0.1% | 31K | +104% | |||
| 118 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.3M | 0.1% | 20K | -1% | |||
| 119 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.3M | 0.1% | 3,051 | -6% | |||
| 120 | $WMT | Walmart Inc. | Consumer Staples | $2.3M | 0.1% | 20K | +1% | |||
| 121 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $2.3M | 0.1% | 25K | +81% | |||
| 122 | $FSLR | FIRST SOLAR, INC. | Technology | $2.3M | 0.1% | 9,612 | +6% | |||
| 123 | $NN | NEXTNAV INC. | Technology | $2.2M | 0.1% | 125K | — | |||
| 124 | — | iShares U.S. Technology ETF - U.S. TECH ETF | — | $2.1M | 0.1% | 8,500 | -11% | |||
| 125 | — | iShares Treasury Floating Rate Bond ETF - TRS FLT RT BD | — | $2.1M | 0.1% | 41K | -2% | |||
| 126 | $MDT | Medtronic plc | Healthcare | $2.1M | 0.1% | 26K | -4% | |||
| 127 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.0M | 0.1% | 4,891 | -13% | |||
| 128 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.0M | 0.1% | 16K | — | |||
| 129 | $GIS | GENERAL MILLS INC | Consumer Staples | $2.0M | 0.1% | 57K | -10% | |||
| 130 | — | iShares Expanded Tech Sector ETF - EXPND TEC SC ETF | — | $2.0M | 0.1% | 12K | — | |||
| 131 | $MMM | 3M CO | Healthcare | $2.0M | 0.1% | 12K | — | |||
| 132 | $PM | Philip Morris International Inc. | Consumer Staples | $1.9M | 0.1% | 11K | +8% | |||
| 133 | $AVGO | Broadcom Inc. | Technology | $1.9M | 0.1% | 5,039 | +43% | |||
| 134 | — | iShares Russell 2000 ETF - RUSSELL 2000 ETF | — | $1.9M | 0.1% | 6,223 | +0.1% | |||
| 135 | $ORCL | ORACLE CORP | Technology | $1.9M | 0.1% | 13K | -2% | |||
| 136 | $BNY | Bank of New York Mellon Corp | Financials | $1.9M | 0.1% | 13K | -4% | |||
| 137 | — | iShares iBonds Treasury 2032 - IBONDS DEC 2032 | — | $1.9M | 0.1% | 82K | +10% | |||
| 138 | — | iShares iBonds Treasury 2026 - IBONDS 26 TRM TS | — | $1.8M | 0.1% | 81K | -36% | |||
| 139 | — | iShares Russell Midcap ETF - RUS MID CAP ETF | — | $1.8M | 0.1% | 17K | -0.3% | |||
| 140 | $AWK | American Water Works Company, Inc. | Utilities | $1.8M | 0.1% | 14K | -2% | |||
| 141 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.8M | 0.1% | 31K | +0.3% | |||
| 142 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.8M | 0.1% | 42K | +0.7% | |||
| 143 | — | Vanguard Intermediate-Term Bond ETF - INTERMED TERM | — | $1.8M | 0.1% | 23K | +4% | |||
| 144 | $NVO | NOVO NORDISK A S | Healthcare | $1.8M | 0.1% | 37K | +5% | |||
| 145 | — | iShares Russell 2000 Growth ETF - RUS 2000 GRW ETF | — | $1.8M | 0.1% | 4,441 | — | |||
| 146 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.7M | 0.1% | 6,175 | +13% | |||
| 147 | $TGT | TARGET CORP | Consumer Staples | $1.7M | 0.1% | 13K | — | |||
| 148 | — | iShares iBonds Treasury 2033 - IBONDS DEC 2033 | — | $1.7M | 0.1% | 70K | New | |||
| 149 | $TYL | TYLER TECHNOLOGIES INC | Technology | $1.7M | 0.1% | 5,780 | +35% | |||
| 150 | $NVS | NOVARTIS AG | Healthcare | $1.7M | 0.1% | 11K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 92 added to, 119 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
- iShares iBonds Treasury 2033 - IBONDS DEC 2033$1.7M
first bought this quarter
$DGXQUEST DIAGNOSTICS INC$510K
first bought this quarter
- The iShares Core Dividend Growth ETF - CORE DIV GRWTH$465K
first bought this quarter
$HONAHoneywell Aerospace Inc.$431K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$326K
first bought this quarter
$BABOEING CO$278K
first bought this quarter
+10 more in the Excel export
Added to (92)
- Vanguard S&P 500 ETF - S&P 500 ETF SHS+19%
now $65.2M
now $38.4M · held 10+ qtrs, 5 adds in a row
$ANETArista Networks, Inc.+240%
now $4.6M · held 2 qtrs, 2 adds in a row
$COSTCOSTCO WHOLESALE CORP /NEW+25%
now $15.1M · held 10+ qtrs
- Vanguard Extended Market ETF - EXTEND MKT ETF+16%
now $20.9M
now $53.7M · held 10+ qtrs
+86 more in the Excel export
Trimmed (119)
$ATRAPTARGROUP, INC.-33%
now $12.7M · held 10+ qtrs, 7 trims in a row
now $59.1M · held 10+ qtrs, 3 trims in a row
$ROPROPER TECHNOLOGIES INC-29%
now $8.8M · held 10+ qtrs, 3 trims in a row
$CRMSalesforce, Inc.-27%
now $9.6M · held 10+ qtrs, 2 trims in a row
now $56.3M · held 10+ qtrs, 2 trims in a row
$MKCMCCORMICK & CO INC-39%
now $4.5M · held 10+ qtrs
+113 more in the Excel export
Holdings by quarter
Every 13F BOSTON FAMILY OFFICE LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow BOSTON FAMILY OFFICE?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BOSTON FAMILY OFFICE's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 14% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BOSTON FAMILY OFFICE LLC disclosed 314 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.0% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 12 and a full exit from $SPOT. The portfolio is most concentrated in Technology (29.0% of disclosed assets). All figures are sourced directly from BOSTON FAMILY OFFICE LLC’s Form 13F-HR filing with the SEC under CIK 1039807.
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