Boston Family Office Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.5M
Q ending 2026-03-31
Prior quarter
$1.6M
Q ending 2025-12-31
Change
-4.7% QoQ · +6.4% YoY
Positions
310
reported holdings
Largest positions
Top 100 of 310 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc. | AAPL | Shares | $73K | 287K |
| Alphabet Inc. Class C | GOOG | Shares | $52K | 182K |
| Amazon.Com, Inc. | AMZN | Shares | $52K | 250K |
| Microsoft Corporation | MSFT | Shares | $51K | 137K |
| Vanguard S&P 500 Etf | VOO | Shares | $48K | 80K |
| Visa Inc. Class A | V | Shares | $40K | 133K |
| Union Pacific Corporation | UNP | Shares | $30K | 122K |
| Nvidia Corporation | NVDA | Shares | $29K | 166K |
| Spdr S&P 500 Etf Trust | SPY | Shares | $29K | 44K |
| Berkshire Hathaway Inc. Class B | BRK/B | Shares | $27K | 57K |
| Nextera Energy, Inc. | NEE | Shares | $25K | 265K |
| S&P Global, Inc. | SPGI | Shares | $24K | 57K |
| Stryker Corporation | SYK | Shares | $24K | 74K |
| Ecolab Inc. | ECL | Shares | $24K | 89K |
| Rockwell Automation, Inc. | ROK | Shares | $23K | 65K |
| Palo Alto Networks, Inc. | PANW | Shares | $22K | 138K |
| Chevron Corporation | CVX | Shares | $21K | 104K |
| Air Products And Chemicals, Inc. | APD | Shares | $21K | 72K |
| American Tower Corporation | AMT | Shares | $21K | 120K |
| Iqvia Holdings Inc | IQV | Shares | $20K | 117K |
| Thermo Fisher Scientific Inc. | TMO | Shares | $20K | 40K |
| Aptargroup, Inc. | ATR | Shares | $19K | 150K |
| Eli Lilly And Company | LLY | Shares | $17K | 19K |
| Marsh | MRSH | Shares | $17K | 97K |
| Johnson & Johnson | JNJ | Shares | $17K | 69K |
| Alphabet Inc. Class A | GOOGL | Shares | $16K | 57K |
| Salesforce, Inc. | CRM | Shares | $16K | 84K |
| Abbvie, Inc. | ABBV | Shares | $15K | 71K |
| Servicenow, Inc. | NOW | Shares | $15K | 145K |
| Vanguard Extended Market Etf | VXF | Shares | $15K | 73K |
| Vanguard Short-Term Inflation-Prot | VTIP | Shares | $15K | 301K |
| Idexx Laboratories, Inc. | IDXX | Shares | $15K | 26K |
| Eaton Corp. Plc | Shares | $15K | 41K | |
| Automatic Data Processing, Inc. | ADP | Shares | $15K | 72K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $14K | 64K |
| Jpmorgan Chase & Co. | JPM | Shares | $14K | 47K |
| Parker-Hannifin Corporation | PH | Shares | $13K | 15K |
| Roper Technologies, Inc. | ROP | Shares | $13K | 37K |
| Costco Wholesale Corporation | COST | Shares | $13K | 13K |
| Meta Platforms | META | Shares | $13K | 22K |
| Vanguard Total Stock Market Etf | VTI | Shares | $12K | 36K |
| Xylem Inc. | XYL | Shares | $11K | 89K |
| Asml Holding Nv Adr | Shares | $10K | 8K | |
| Zebra Technologies Corporation Cla | ZBRA | Shares | $10K | 49K |
| Pepsico, Inc. | PEP | Shares | $10K | 62K |
| Eog Resources, Inc. | EOG | Shares | $9K | 66K |
| Mcdonald'S Corporation | MCD | Shares | $9K | 30K |
| Netflix Inc | NFLX | Shares | $9K | 93K |
| Tjx Companies Inc | TJX | Shares | $9K | 54K |
| Lincoln Electric Holdings, Inc. | LECO | Shares | $9K | 34K |
| Abbott Laboratories | ABT | Shares | $8K | 81K |
| Procter & Gamble Company | PG | Shares | $8K | 55K |
| Walt Disney Company | DIS | Shares | $8K | 82K |
| Te Connectivity Plc | Shares | $8K | 37K | |
| Mccormick & Company, Inc. | MKC | Shares | $7K | 148K |
| Sherwin-Williams Company | SHW | Shares | $7K | 23K |
| Danaher Corporation | DHR | Shares | $7K | 39K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $7K | 91K |
| Home Depot, Inc. | HD | Shares | $7K | 21K |
| Analog Devices, Inc. | ADI | Shares | $7K | 22K |
| Vanguard Core Bond Etf | VCRB | Shares | $7K | 89K |
| Spdr S&P Midcap 400 Etf Trust | MDY | Shares | $7K | 11K |
| Vaneck Morningstar Wide Moat Etf | MOAT | Shares | $6K | 67K |
| Nike, Inc. Class B | NKE | Shares | $6K | 122K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $6K | 51K |
| Invesco Variable Rate Preferred Et | VRP | Shares | $6K | 257K |
| Ishares Ibonds Treasury 2027 | IBTH | Shares | $6K | 273K |
| Ishares Ibonds Treasury 2028 | IBTI | Shares | $6K | 266K |
| Exxon Mobil Corporation | XOM | Shares | $6K | 35K |
| Palantir Technologies Inc | PLTR | Shares | $6K | 40K |
| Merck & Co., Inc. | MRK | Shares | $5K | 45K |
| Hubbell Incorporated Class B | HUBB | Shares | $5K | 11K |
| American Express Co | AXP | Shares | $5K | 17K |
| Monolithic Power Systems, Inc. | MPWR | Shares | $5K | 5K |
| Nestle S.A. Sponsored Adr | NSRGY | Shares | $5K | 49K |
| Vanguard Short-Term Treasury Etf | VGSH | Shares | $5K | 81K |
| Vanguard Short-Term Bond Etf | BSV | Shares | $5K | 59K |
| Invesco Qqq Trust | QQQ | Shares | $5K | 8K |
| Welltower, Inc. | WELL | Shares | $5K | 23K |
| Ishares Core S&P 500 Etf | IVV | Shares | $4K | 7K |
| Trane Technologies Plc | Shares | $4K | 10K | |
| Waste Management, Inc. | WM | Shares | $4K | 19K |
| Taiwan Semiconductor Mfg. | TSM | Shares | $4K | 12K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $4K | 65K |
| Adobe Inc. | ADBE | Shares | $4K | 17K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $4K | 56K |
| Amgen Inc. | AMGN | Shares | $4K | 10K |
| Lowe'S Companies, Inc. | LOW | Shares | $4K | 15K |
| Berkshire Hathaway Inc. Class A | BRK/A | Shares | $4K | 5 |
| Rtx Corporation | RTX | Shares | $3K | 18K |
| Coca-Cola Company | KO | Shares | $3K | 44K |
| Corning Inc | GLW | Shares | $3K | 24K |
| Illinois Tool Works Inc. | ITW | Shares | $3K | 13K |
| Ishares Ibonds Treasury 2029 | IBTJ | Shares | $3K | 148K |
| Caterpillar Inc. | CAT | Shares | $3K | 5K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $3K | 27K |
| Spotify Technology | Shares | $3K | 6K | |
| Rpm International Inc. | RPM | Shares | $3K | 30K |
| Ishares Ibonds Treasury 2026 | IBTG | Shares | $3K | 126K |
| Vanguard Mid-Cap Etf | VO | Shares | $3K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.