Data as of Q4 2025 (Dec 31, 2025)

BOSTON FAMILY OFFICE LLC

•CIK: 1039807•Filing: Q4 2025

**BOSTON FAMILY OFFICE LLC** manages $1.6B across a diversified portfolio of 309 positions. The fund exhibits a significant concentration in mega-cap technology and market indices, with top holdings including AAPL at $77.9M and MSFT at $66.7M. Further allocations are notable in GOOG ($63.7M), AMZN ($59.7M), and V ($48.5M). This structure suggests a core strategy focused on established, market-leading growth equities.

Total AUM
$1.6B
QoQ Performance
+0.4%
Positions
309
Top 10 Concentration
31.0%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL4.9%
MSFT4.2%
GOOG4.0%
AMZN3.8%
V3.1%
VOO2.4%
SPY2.2%
BRK/B1.9%

📈 Biggest Buys

NOW
ServiceNow, Inc.
+463.2%
1.4% of portfolio
NFLX
Netflix Inc
+1064.9%
0.4% of portfolio
META
Meta Platforms
+33.4%
0.7% of portfolio
VOO
Vanguard S&P 500 ETF
+6.2%
2.4% of portfolio
BSX
Boston Scientific Corporation
+151.9%
0.2% of portfolio

📉 Biggest Sells

SNPS
Synopsys, Inc.
-79.2%
0.2% of portfolio
ADBE
Adobe Inc.
-50.3%
0.4% of portfolio
MCX
McCormick & Company, Inc.
-32.1%
0.6% of portfolio
AAPL
Apple Inc.
-2.9%
4.9% of portfolio
APD
Air Products and Chemicals, Inc.
-10.6%
1.1% of portfolio

Sector Breakdown

Other42.6%
Technology20.0%
Healthcare7.3%
Financial6.8%
Consumer6.7%
ETF5.0%
Materials3.3%
Industrial2.6%

🚪 Exited Positionssold since Q3 2025

ZTS
Zoetis, Inc. Class A
SOLD
$5.1M
FISV
Fiserv, Inc.
SOLD
$1.7M
KEL
Kellanova
SOLD
$692.0K
FAST
Fastenal Company
SOLD
$667.0K
—
iShares iBonds Treasury 2025
SOLD
$659.0K
+94 more exited positions

Changes from Q3 2025

NEW4 new positions
↑70 increased
↓94 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL4.9%
Apple Inc.
$77.9M
MSFT4.2%
Microsoft Corporation
$66.7M
GOOG4.0%
Alphabet Inc. Class C
$63.7M
AMZN3.8%
Amazon.com, Inc.
$59.7M
V3.1%
Visa Inc. Class A
$48.5M

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