Funds › Boston Family Office LLC
Boston Family Office LLC
13F for Q3 2026, filed Nov 12, 2026. 314 positions worth $1.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$1.7B
+$50.0M (3.0%) vs Q2 2026
Positions
314
314 in Q2 2026
Top 10 share
32.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Corrected
whole report, see note
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 277,478 | $92.4M | 5.4% | -2.4% | 13F ↗ |
| 2 | Vanguard Index Fds S&P 500 Etf Shs | 110,092 | $77.2M | 4.5% | +15.9% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 139,394 | $71.5M | 4.2% | -3.2% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 230,339 | $57.4M | 3.4% | -2.5% | 13F ↗ |
| 5 | GOOG Alphabet Inc. Class C | 162,408 | $55.3M | 3.3% | -2.9% | 13F ↗ |
| 6 | PANW Palo Alto Networks, Inc. | 125,863 | $50.0M | 2.9% | -6.9% | 13F ↗ |
| 7 | V Visa Inc. | 127,563 | $45.8M | 2.7% | -3.0% | 13F ↗ |
| 8 | NVDA NVIDIA Corporation | 187,409 | $42.8M | 2.5% | -2.3% | 13F ↗ |
| 9 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 44,347 | $33.8M | 2.0% | -1.6% | 13F ↗ |
| 10 | UNP Union Pacific Corporation | 117,847 | $32.1M | 1.9% | -1.2% | 13F ↗ |
| 11 | BRK-B Berkshire Hathaway Inc. Class B | 55,271 | $27.5M | 1.6% | -3.9% | 13F ↗ |
| 12 | IQV IQVIA Holdings, Inc. | 101,977 | $27.4M | 1.6% | -4.8% | 13F ↗ |
| 13 | ROK Rockwell Automation, Inc. | 59,927 | $26.1M | 1.5% | -3.8% | 13F ↗ |
| 14 | TMO Thermo Fisher Scientific Inc | 38,379 | $25.9M | 1.5% | -3.1% | 13F ↗ |
| 15 | ECL Ecolab Inc. | 87,010 | $23.9M | 1.4% | -1.8% | 13F ↗ |
| 16 | Vanguard Index Fds Extend Mkt Etf | 98,331 | $22.8M | 1.3% | +15.9% | 13F ↗ |
| 17 | LLY Eli Lilly and Company | 19,221 | $22.2M | 1.3% | +4.9% | 13F ↗ |
| 18 | SPGI S&P Global Inc. | 55,566 | $21.9M | 1.3% | -2.6% | 13F ↗ |
| 19 | NOW ServiceNow, Inc. | 152,236 | $20.4M | 1.2% | +2.8% | 13F ↗ |
| 20 | CVX Chevron Corporation | 99,342 | $20.3M | 1.2% | -1.9% | 13F ↗ |
| 21 | SYK Stryker Corporation | 73,004 | $20.1M | 1.2% | -1.1% | 13F ↗ |
| 22 | NEE NextEra Energy, Inc. | 250,562 | $19.0M | 1.1% | -3.8% | 13F ↗ |
| 23 | Vanguard Malvern Fds Strm Infproidx | 379,962 | $18.7M | 1.1% | +14.8% | 13F ↗ |
| 24 | APD Air Products and Chemicals, Inc. | 66,720 | $18.6M | 1.1% | -3.9% | 13F ↗ |
| 25 | GOOGL Alphabet Inc. Class A | 53,932 | $18.6M | 1.1% | -1.4% | 13F ↗ |
| 26 | AMT American Tower Corporation | 113,258 | $18.5M | 1.1% | -4.2% | 13F ↗ |
| 27 | ABBV AbbVie Inc. | 69,193 | $18.1M | 1.1% | -0.6% | 13F ↗ |
| 28 | ADP Automatic Data Processing, Inc. | 69,727 | $18.0M | 1.1% | -1.4% | 13F ↗ |
| 29 | JNJ Johnson & Johnson | 67,062 | $17.8M | 1.0% | -1.7% | 13F ↗ |
| 30 | MRSH Marsh & McLennan Companies, Inc. | 100,174 | $17.1M | 1.0% | -1.9% | 13F ↗ |
| 31 | ETN Eaton Corporation, PLC | 38,673 | $16.6M | 1.0% | -5.9% | 13F ↗ |
| 32 | ZBRA Zebra Technologies Corporation | 42,950 | $16.0M | 0.9% | -1.4% | 13F ↗ |
| 33 | META Meta Platforms, Inc. | 21,595 | $15.7M | 0.9% | -2.4% | 13F ↗ |
| 34 | JPM JPMorgan Chase & Co. | 46,099 | $15.3M | 0.9% | +0.5% | 13F ↗ |
| 35 | ASML ASML Holding N.V. · Equities | 8,119 | $14.7M | 0.9% | +1.6% | 13F ↗ |
| 36 | COST Costco Wholesale Corporation | 16,076 | $14.6M | 0.9% | -0.6% | 13F ↗ |
| 37 | Vanguard Index Fds Mrngstr Ttl Stk | 38,752 | $14.5M | 0.9% | +3.4% | 13F ↗ |
| 38 | IDXX IDEXX Laboratories, Inc. | 26,809 | $14.0M | 0.8% | -2.8% | 13F ↗ |
| 39 | Vanguard Specialized Funds Div App Etf | 59,956 | $14.0M | 0.8% | +1.7% | 13F ↗ |
| 40 | PH Parker-Hannifin Corporation | 14,274 | $13.6M | 0.8% | -1.8% | 13F ↗ |
| 41 | CRM Salesforce, Inc. | 57,404 | $13.2M | 0.8% | -6.3% | 13F ↗ |
| 42 | ATR AptarGroup, Inc. | 97,425 | $11.8M | 0.7% | -3.7% | 13F ↗ |
| 43 | Vaneck ETF Trust Mrngstr Wde Moat | 104,224 | $11.0M | 0.6% | +15.3% | 13F ↗ |
| 44 | PG Procter & Gamble Company | 67,132 | $9.8M | 0.6% | +2.7% | 13F ↗ |
| 45 | PEP PepsiCo, Inc. | 75,300 | $9.5M | 0.6% | -3.2% | 13F ↗ |
| 46 | MPWR Monolithic Power Systems, Inc. | 7,017 | $9.5M | 0.6% | +11.0% | 13F ↗ |
| 47 | LECO Lincoln Electric Holdings, Inc. | 34,021 | $9.0M | 0.5% | -0.6% | 13F ↗ |
| 48 | EOG EOG Resources, Inc. | 63,640 | $8.8M | 0.5% | -1.1% | 13F ↗ |
| 49 | XYL Xylem Inc. | 85,931 | $8.7M | 0.5% | -6.1% | 13F ↗ |
| 50 | TJX TJX Companies, Inc. | 65,554 | $8.7M | 0.5% | -0.8% | 13F ↗ |
Showing the top 50 of 314 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
14 new, 70 added to, 131 trimmed, 14 exited, 99 unchanged. By estimated dollars.
New positions (14)
| XOM ExxonMobil Holdings Corporation | 33,511 | New | $5.5M |
| MFC Manulife Financial Corporation | 45,679 | New | $1.9M |
| Putnam ETF Trust Focused U.S. Res | 52,786 | New | $1.7M |
| MBGL Mobility Global Inc. | 29,346 | New | $503.0K |
| Honeywell International Inc | 1,950 | New | $411.0K |
| ETF Opportunities Trust Etf | 11,570 | New | $349.0K |
| Compass Group Plc-Spon ADR Adus | 8,715 | New | $256.0K |
| IAUM iShares Gold Trust Micro · Shs Repstg Un Tr | 5,950 | New | $246.0K |
| ATEX Anterix Inc. | 3,000 | New | $236.0K |
| GLD SPDR Gold Shares · Gold Shs | 611 | New | $233.0K |
Added to (70)
| Vanguard Index Fds S&P 500 Etf Shs | 110,092 | +15.9% | $10.6M |
| Vanguard Index Fds Extend Mkt Etf | 98,331 | +15.9% | $3.1M |
| Vanguard Tax-Managed Fds | 117,896 | +54.4% | $2.9M |
| Vanguard Malvern Fds Strm Infproidx | 379,962 | +14.8% | $2.4M |
| Vaneck ETF Trust Mrngstr Wde Moat | 104,224 | +15.3% | $1.5M |
| LLY Eli Lilly and Company | 19,221 | +4.9% | $1.0M |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 36,591 | +85.6% | $1.0M |
| MPWR Monolithic Power Systems, Inc. | 7,017 | +11.0% | $937.6K |
| iShares Tr Ibonds 28 Trm Ts | 324,868 | +12.3% | $777.7K |
| Invesco Exch Traded Fd Tr II Var Rate Pfd | 296,058 | +10.5% | $667.1K |
Trimmed (131)
| PANW Palo Alto Networks, Inc. | 125,863 | -6.9% | -$3.7M |
| MSFT Microsoft Corporation | 139,394 | -3.2% | -$2.4M |
| AAPL Apple Inc. | 277,478 | -2.4% | -$2.3M |
| Vanguard Scottsdale Fds Short Term Treas | 53,972 | -36.2% | -$1.8M |
| GOOG Alphabet Inc. Class C | 162,408 | -2.9% | -$1.7M |
| AMZN Amazon.com, Inc. | 230,339 | -2.5% | -$1.5M |
| V Visa Inc. | 127,563 | -3.0% | -$1.4M |
| IQV IQVIA Holdings, Inc. | 101,977 | -4.8% | -$1.4M |
| CRWD CrowdStrike Holdings, Inc. | 7,145 | -41.5% | -$1.3M |
| BRK-B Berkshire Hathaway Inc. Class B | 55,271 | -3.9% | -$1.1M |
Exited (14)
| Exxon Mobil Corp | 34,526 | Exited | -$4.7M |
| HON Honeywell International Inc. | 1,951 | Exited | -$437.0K |
| PODD Insulet Corporation | 1,900 | Exited | -$289.0K |
| TRNO Terreno Realty Corporation | 4,415 | Exited | -$286.0K |
| Janus Henderson Group plc | 5,000 | Exited | -$260.0K |
| Pimco ETF Tr Enhan Shrt Ma Ac | 2,560 | Exited | -$258.0K |
| WTFC Wintrust Financial Corporation | 1,500 | Exited | -$241.0K |
| AME AMETEK, Inc. | 926 | Exited | -$224.0K |
| ALC Alcon Inc. | 3,164 | Exited | -$212.0K |
| OTIS Otis Worldwide Corporation | 2,967 | Exited | -$212.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 314 | $1.7B * | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 314 | $1.6B * | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 310 | $1.5B * | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 310 | $1.6B * | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 296 | $1.6B * | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 285 | $1.5B * | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 280 | $1.4B * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer