BOSTON FAMILY OFFICE LLC — 13F Holdings & Portfolio
CIK 1039807 · latest 13F-HR filed 2026-05-13
BOSTON FAMILY OFFICE LLC manages $1.5M in 13F-reported U.S. long-equity assets across 311 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (4.85%), GOOG (3.47%), AMZN (3.47%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 13, added to 117, and trimmed 97.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.5M
Long-equity book
311
Distinct positions
2026-03-31
Filed 2026-05-13
+13 / −13 / ↑117 / ↓97
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Vanguard S&P 500 ETF$9.4K +24.5%
- Chevron Corporation$4.7K +28.0%
- Parker-Hannifin Corporation$3.1K +31.6%
- Air Products and Chemicals, Inc.$3.0K +16.5%
- NextEra Energy, Inc.$2.8K +13.1%
Top Trims
- Microsoft Corporation-$16.0K -24.0%
- Alphabet Inc. Class C-$11.5K -18.1%
- Visa Inc. Class A-$8.3K -17.0%
- Salesforce, Inc.-$8.0K -33.6%
- Amazon.com, Inc.-$7.6K -12.7%
New Positions
- Spotify Technology$2.9K
- iShares iBonds Treasury 2033$1.6K
- iShares MSCI Emerging Markets Ex China ETF$1.0K
- Arista Networks Inc$973
- Ameriprise Financial$648
Exited Positions
- Sandisk Corp Com$1.6K
- State Street Corporation$1.2K
- Churchill Capital Corp X$655
- Root Inc$496
- Cognizant Technology Solutions Corporation Class A$259
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Apple Inc. | AAPL | 037833100 | $72.8K | 4.85% | 286,939 | SH |
| 2 | Alphabet Inc. Class C | GOOG | 02079K107 | $52.2K | 3.47% | 181,865 | SH |
| 3 | Amazon.com, Inc. | AMZN | 023135106 | $52.1K | 3.47% | 250,179 | SH |
| 4 | Microsoft Corporation | MSFT | 594918104 | $50.7K | 3.37% | 136,974 | SH |
| 5 | Vanguard S&P 500 ETF | VOO | 922908363 | $47.6K | 3.17% | 79,715 | SH |
| 6 | Visa Inc. Class A | V | 92826C839 | $40.2K | 2.68% | 133,083 | SH |
| 7 | Union Pacific Corporation | UNP | 907818108 | $29.7K | 1.98% | 122,497 | SH |
| 8 | NVIDIA Corporation | NVDA | 67066G104 | $28.9K | 1.92% | 165,659 | SH |
| 9 | SPDR S&P 500 ETF Trust | SPY | 78462F103 | $28.7K | 1.91% | 44,183 | SH |
| 10 | Berkshire Hathaway Inc. Class B | BRK.B | 084670702 | $27.1K | 1.81% | 56,634 | SH |
| 11 | NextEra Energy, Inc. | NEE | 65339F101 | $24.6K | 1.64% | 265,125 | SH |
| 12 | S&P Global, Inc. | SPGI | 78409V104 | $24.4K | 1.63% | 57,457 | SH |
| 13 | Stryker Corporation | SYK | 863667101 | $24.3K | 1.62% | 73,919 | SH |
| 14 | Ecolab Inc. | ECL | 278865100 | $23.8K | 1.58% | 89,427 | SH |
| 15 | Rockwell Automation, Inc. | ROK | 773903109 | $23.3K | 1.55% | 64,894 | SH |
| 16 | Palo Alto Networks, Inc. | PANW | 697435105 | $22.1K | 1.47% | 137,689 | SH |
| 17 | Chevron Corporation | CVX | 166764100 | $21.5K | 1.43% | 103,685 | SH |
| 18 | Air Products and Chemicals, Inc. | APD | 009158106 | $21.0K | 1.40% | 72,226 | SH |
| 19 | American Tower Corporation | AMT | 03027X100 | $20.7K | 1.38% | 119,861 | SH |
| 20 | Iqvia Holdings Inc | IQV | 46266C105 | $19.9K | 1.32% | 116,617 | SH |
| 21 | Thermo Fisher Scientific Inc. | TMO | 883556102 | $19.8K | 1.32% | 40,308 | SH |
| 22 | Aptargroup, Inc. | ATR | 038336103 | $18.9K | 1.26% | 149,972 | SH |
| 23 | Eli Lilly and Company | LLY | 532457108 | $17.3K | 1.15% | 18,845 | SH |
| 24 | Marsh | MRSH | 571748102 | $16.9K | 1.12% | 97,181 | SH |
| 25 | Johnson & Johnson | JNJ | 478160104 | $16.8K | 1.12% | 68,879 | SH |
| 26 | Alphabet Inc. Class A | GOOGL | 02079K305 | $16.4K | 1.09% | 57,134 | SH |
| 27 | Salesforce, Inc. | CRM | 79466L302 | $15.7K | 1.05% | 84,239 | SH |
| 28 | AbbVie, Inc. | ABBV | 00287Y109 | $15.5K | 1.03% | 71,162 | SH |
| 29 | ServiceNow, Inc. | NOW | 81762P102 | $15.1K | 1.01% | 144,832 | SH |
| 30 | Vanguard Extended Market ETF | VXF | 922908652 | $15.1K | 1.00% | 73,155 | SH |
| 31 | Vanguard Short-Term Inflation-Protected ETF | VTIP | 922020805 | $15.1K | 1.00% | 301,326 | SH |
| 32 | IDEXX Laboratories, Inc. | IDXX | 45168D104 | $14.8K | 0.98% | 26,344 | SH |
| 33 | Eaton Corp. PLC | ETN | G29183103 | $14.7K | 0.98% | 41,157 | SH |
| 34 | Automatic Data Processing, Inc. | ADP | 053015103 | $14.5K | 0.97% | 71,514 | SH |
| 35 | Vanguard Dividend Appreciation ETF | VIG | 921908844 | $13.7K | 0.91% | 63,914 | SH |
| 36 | JPMorgan Chase & Co. | JPM | 46625H100 | $13.7K | 0.91% | 46,693 | SH |
| 37 | Parker-Hannifin Corporation | PH | 701094104 | $13.0K | 0.87% | 14,545 | SH |
| 38 | Roper Technologies, Inc. | ROP | 776696106 | $13.0K | 0.86% | 36,675 | SH |
| 39 | Costco Wholesale Corporation | COST | 22160K105 | $12.9K | 0.86% | 12,948 | SH |
| 40 | Meta Platforms | META | 30303M102 | $12.6K | 0.84% | 22,027 | SH |
| 41 | Vanguard Total Stock Market ETF | VTI | 922908769 | $11.6K | 0.77% | 36,033 | SH |
| 42 | Xylem Inc. | XYL | 98419M100 | $10.6K | 0.71% | 89,099 | SH |
| 43 | ASML Holding NV ADR | ASML | N07059210 | $10.3K | 0.68% | 7,789 | SH |
| 44 | Zebra Technologies Corporation Class A | ZBRA | 989207105 | $10.2K | 0.68% | 48,827 | SH |
| 45 | PepsiCo, Inc. | PEP | 713448108 | $9.6K | 0.64% | 61,826 | SH |
| 46 | EOG Resources, Inc. | EOG | 26875P101 | $9.5K | 0.63% | 65,564 | SH |
| 47 | McDonald's Corporation | MCD | 580135101 | $9.3K | 0.62% | 29,788 | SH |
| 48 | Netflix Inc | NFLX | 64110L106 | $9.0K | 0.60% | 93,366 | SH |
| 49 | TJX Companies Inc | TJX | 872540109 | $8.6K | 0.57% | 53,732 | SH |
| 50 | Lincoln Electric Holdings, Inc. | LECO | 533900106 | $8.5K | 0.57% | 34,241 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $1.5M | 311 | 0001039807-26-000004 |
| 2025-12-31 | 2026-02-13 | $1.6M | 310 | 0001039807-26-000002 |
| 2025-09-30 | 2025-11-12 | $1.6M | 296 | 0001039807-25-000013 |