BOSTON FAMILY OFFICE LLC

Open in PORT →← all managers

CIK 1039807

13F portfolio (2026-Q1)

$1.5B

Positions

310

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

309

Top 5

18.3%

Top 10

28.6%

Effective N

68.4

HHI

0.015

This quarter

13 new · 0 exit →

By sector

Information Technology23.6%

Unclassified19.5%

Industrials10.3%

Health Care9.5%

Consumer Discretionary7.9%

Financials7.8%

Communication Services7.0%

Materials6.0%

Other8.5%

By market cap

Large ($10–200B)39.1%

Mega (>$200B)38.3%

Unknown20.8%

Mid ($2–10B)1.7%

Small ($300M–2B)0.2%

By region

North America79.3%

Other19.5%

Europe0.9%

Asia-Pacific0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	21.28%	94
Technology Hardware & Equipment	11.29%	16
Software	6.71%	11
Specialty Retail	6.55%	12
Software & IT Services	6.45%	7
Pharmaceuticals & Biotechnology	6.10%	15
Chemicals	5.66%	10
Machinery	5.15%	13
Commercial Services & Supplies	4.92%	11
Semiconductors & Semiconductor Equipment	4.06%	14
Oil, Gas & Consumable Fuels	2.71%	8
Road & Rail	2.16%	3
Health Care Equipment & Supplies	2.05%	7
Utilities	2.03%	8
Equity Real Estate Investment Trusts (REITs)	1.89%	6
Banks	1.53%	9
Insurance	1.52%	9
Life Sciences Tools & Services	1.35%	2
Beverages	0.88%	3
Media & Entertainment	0.85%	3
Food Products	0.76%	3
Hotels, Restaurants & Leisure	0.68%	3
Distributors	0.62%	6
Entertainment	0.53%	1
Aerospace & Defense	0.44%	4
Electrical Equipment & Components	0.39%	5
Metals & Mining	0.25%	2
Diversified Telecommunication Services	0.20%	3
Tobacco	0.16%	2
Capital Markets	0.13%	5
Communications Equipment	0.12%	1
Industrial Conglomerates	0.12%	1
Airlines	0.11%	1
Transportation Infrastructure	0.09%	2
Paper & Forest Products	0.07%	2
Construction & Engineering	0.03%	1
Food & Staples Retailing	0.03%	1
Media & Publishing	0.02%	1
Textiles, Apparel & Luxury Goods	0.02%	1
Diversified Consumer Services	0.02%	1
Real Estate Management & Development	0.02%	1
Health Care Providers & Services	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	4.85%
2	GOOG	Alphabet Inc.	Communication Services	3.47%
3	AMZN	AMAZON COM INC	Consumer Discretionary	3.47%
4	MSFT	MICROSOFT CORP	Information Technology	3.37%
5	VOO	VANGUARD INDEX FDS	Unclassified	3.17%
6	V	VISA INC.	Financials	2.68%
7	UNP	UNION PACIFIC CORP	Industrials	1.98%
8	NVDA	NVIDIA CORP	Information Technology	1.92%
9	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	1.91%
10	BRK.B	BERKSHIRE HATHAWAY INC	Financials	1.81%

216/309 names classified · sector 80.5% of weight · industry 78.7% · mkt cap 79.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, ROK, CRM, NVDA · other

Health CareJNJ, IQV, SYK, GILD, LLY · other

IndustrialsUNP, ZBRA, SPGI, MIDD, PH · other

MaterialsECL, ATR, NKE, PG, APD · other

FinancialsMRSH, V, BRK.B, AFL, BKU · other

Consumer DiscretionaryAMZN, MCD, DLTR, TEL, COST · other

Consumer StaplesGIS, PEP, MKC, CVS, PM · other

Communication ServicesGOOG, VZ, DIS, GOOGL, META · other

EnergyXOM, CVX, SLB, EOG, COP · other

Real EstateAMT, WY, WELL, STWD, PLD · other

UtilitiesNEE, KMI, D, ES, AWK · other

UnclassifiedSPY, ANSYS INC, VWO, STERICYCLE INC, VOO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 80.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (197 classified)BOSTON FAMILY OFFICE LLC centroid (Large Core)

Information TechnologyIndustrialsHealth CareConsumer DiscretionaryCommunication ServicesMaterialsFinancialsEnergyUtilitiesReal EstateConsumer Staples

Style box summary for BOSTON FAMILY OFFICE LLC: centroid Large Core. Heaviest cells: Large Growth 33.8%, Large Core 18.4%, Large Value 9.8%.

Classified: 76.8% of book weight (197/309 names) · unclassified 23.2%: VOO, SPY, BRK.B, VXF, VTIP, VIG, VTI, ASML, VCSH, VCRB +102 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 310 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	286,939	$73M	4.8%	HOLD
2	GOOGALPHABET INC	181,865	$52M	3.5%	TRIM −10%
3	AMZNAMAZON COM INC	250,179	$52M	3.5%	TRIM −3%
4	MSFTMICROSOFT CORP	136,974	$51M	3.4%	HOLD
5	VOOVANGUARD INDEX FDS	79,715	$48M	3.2%	ADD 31%
6	VVISA INC	133,083	$40M	2.7%	TRIM −4%
7	UNPUNION PAC CORP	122,497	$30M	2.0%	HOLD
8	NVDANVIDIA CORPORATION	165,659	$29M	1.9%	ADD 15%
9	SPYSTATE STR SPDR S&P 500 ETF T	44,183	$29M	1.9%	TRIM −13%
10	BRK.BBERKSHIRE HATHAWAY INC DEL	56,634	$27M	1.8%	TRIM −6%
11	NEENEXTERA ENERGY INC	265,125	$25M	1.6%	TRIM −2%
12	SPGIS&P GLOBAL INC	57,457	$24M	1.6%	ADD 3%
13	SYKSTRYKER CORPORATION	73,919	$24M	1.6%	ADD 7%
14	ECLECOLAB INC	89,427	$24M	1.6%	TRIM −5%
15	ROKROCKWELL AUTOMATION INC	64,894	$23M	1.5%	TRIM −10%
16	PANWPALO ALTO NETWORKS INC	137,689	$22M	1.5%	ADD 11%
17	CVXCHEVRON CORP NEW	103,685	$21M	1.4%	TRIM −6%
18	APDAIR PRODS & CHEMS INC	72,226	$21M	1.4%	HOLD
19	AMTAMERICAN TOWER CORP	119,861	$21M	1.4%	HOLD
20	IQVIQVIA HLDGS INC	116,617	$20M	1.3%	TRIM −3%
21	TMOTHERMO FISHER SCIENTIFIC INC	40,308	$20M	1.3%	HOLD
22	ATRAPTARGROUP INC	149,972	$19M	1.3%	TRIM −5%
23	LLYELI LILLY & CO	18,845	$17M	1.2%	HOLD
24	MRSHMARSH & MCLENNAN COS INC	97,181	$17M	1.1%	HOLD
25	JNJJOHNSON & JOHNSON	68,879	$17M	1.1%	TRIM −6%
26	GOOGLALPHABET INC	57,134	$16M	1.1%	TRIM −4%
27	CRMSALESFORCE INC	84,239	$16M	1.0%	TRIM −6%
28	ABBVABBVIE INC	71,162	$15M	1.0%	HOLD
29	NOWSERVICENOW INC	144,832	$15M	1.0%	HOLD
30	VXFVANGUARD INDEX FDS	73,155	$15M	1.0%	ADD 10%
31	VTIPVANGUARD MALVERN FDS	301,326	$15M	1.0%	ADD 6%
32	IDXXIDEXX LABS INC	26,344	$15M	1.0%	TRIM −3%
33	ETNEATON CORP PLC	41,157	$15M	1.0%	HOLD
34	ADPAUTOMATIC DATA PROCESSING IN	71,514	$15M	1.0%	TRIM −3%
35	VIGVANGUARD SPECIALIZED FUNDS	63,914	$14M	0.9%	ADD 12%
36	JPMJPMORGAN CHASE & CO	46,693	$14M	0.9%	ADD 4%
37	PHPARKER-HANNIFIN CORP	14,545	$13M	0.9%	ADD 29%
38	ROPROPER TECHNOLOGIES INC	36,675	$13M	0.9%	TRIM −9%
39	COSTCOSTCO WHSL CORP NEW	12,948	$13M	0.9%	TRIM −4%
40	METAMETA PLATFORMS INC	22,027	$13M	0.8%	ADD 27%
41	VTIVANGUARD INDEX FDS	36,033	$12M	0.8%	ADD 11%
42	XYLXYLEM INC	89,099	$11M	0.7%	HOLD
43	ASMLASML HOLDING N V	7,789	$10M	0.7%	HOLD
44	ZBRAZEBRA TECHNOLOGIES CORPORATI	48,827	$10M	0.7%	TRIM −6%
45	PEPPEPSICO INC	61,826	$10M	0.6%	TRIM −3%
46	EOGEOG RES INC	65,564	$9M	0.6%	TRIM −7%
47	MCDMCDONALDS CORP	29,788	$9M	0.6%	ADD 6%
48	NFLXNETFLIX INC	93,366	$9M	0.6%	ADD 35%
49	TJXTJX COS INC NEW	53,732	$9M	0.6%	TRIM −4%
50	LECOLINCOLN ELEC HLDGS INC	34,241	$9M	0.6%	HOLD
51	ABTABBOTT LABS	81,024	$8M	0.6%	HOLD
52	PGPROCTER AND GAMBLE CO	55,462	$8M	0.5%	TRIM −8%
53	DISDISNEY WALT CO	82,363	$8M	0.5%	ADD 4%
54	TELTE CONNECTIVITY PLC	37,193	$8M	0.5%	ADD 3%
55	MKCMCCORMICK & CO INC	147,687	$7M	0.5%	ADD 4%
56	SHWSHERWIN WILLIAMS CO	23,068	$7M	0.5%	TRIM −3%
57	DHRDANAHER CORP DEL	38,987	$7M	0.5%	HOLD
58	VCSHVANGUARD SCOTTSDALE FDS	91,179	$7M	0.5%	ADD 5%
59	HDHOME DEPOT INC	21,362	$7M	0.5%	HOLD
60	ADIANALOG DEVICES INC	21,855	$7M	0.5%	HOLD
61	VCRBVANGUARD MALVERN FDS	89,433	$7M	0.5%	ADD 25%
62	MDYSPDR S&P MIDCAP 400 ETF TR	11,081	$7M	0.5%	TRIM −4%
63	MOATVANECK ETF TRUST	67,155	$6M	0.4%	HOLD
64	NKENIKE INC	122,406	$6M	0.4%	TRIM −4%
65	IJRISHARES TR	51,472	$6M	0.4%	TRIM −8%
66	VRPINVESCO EXCH TRADED FD TR II	256,877	$6M	0.4%	ADD 4%
67	IBTHISHARES TR	272,733	$6M	0.4%	ADD 5%
68	IBTIISHARES TR	265,984	$6M	0.4%	ADD 6%
69	XOMEXXON MOBIL CORP	34,534	$6M	0.4%	TRIM −3%
70	PLTRPALANTIR TECHNOLOGIES INC	39,985	$6M	0.4%	ADD 6%
71	MRKMERCK & CO INC	45,466	$5M	0.4%	TRIM −2%
72	HUBBHUBBELL INC	10,618	$5M	0.3%	HOLD
73	AXPAMERICAN EXPRESS CO	16,935	$5M	0.3%	ADD 31%
74	MPWRMONOLITHIC PWR SYS INC	4,544	$5M	0.3%	TRIM −2%
75	NSRGYNESTLE S A SPONSORED ADR	49,060	$5M	0.3%	TRIM −5%
76	VGSHVANGUARD SHORT-TERM TREASURY ETF	80,957	$5M	0.3%	ADD 14%
77	BSVVANGUARD BD INDEX FDS	59,390	$5M	0.3%	TRIM −6%
78	QQQINVESCO QQQ TR	7,965	$5M	0.3%	TRIM −11%
79	WELLWELLTOWER INC	23,091	$5M	0.3%	ADD 5%
80	IVVISHARES TR	6,537	$4M	0.3%	HOLD
81	TTTRANE TECHNOLOGIES PLC	10,221	$4M	0.3%	TRIM −10%
82	WMWASTE MGMT INC DEL	18,526	$4M	0.3%	ADD 8%
83	TSMTAIWAN SEMICONDUCTOR MFG LTD	12,341	$4M	0.3%	ADD 6%
84	VEAVANGUARD TAX-MANAGED FDS	65,036	$4M	0.3%	ADD 28%
85	ADBEADOBE INC	16,792	$4M	0.3%	TRIM −11%
86	IJHISHARES TR	55,834	$4M	0.3%	HOLD
87	AMGNAMGEN INC	10,401	$4M	0.2%	ADD 13%
88	LOWLOWES COS INC	15,457	$4M	0.2%	TRIM −21%
89	BRK.ABERKSHIRE HATHAWAY INC DEL	5	$4M	0.2%	HOLD
90	RTXRTX CORPORATION	17,906	$3M	0.2%	HOLD
91	KOCOCA COLA CO	44,147	$3M	0.2%	HOLD
92	GLWCORNING INC	24,487	$3M	0.2%	TRIM −25%
93	ITWILLINOIS TOOL WKS INC	12,541	$3M	0.2%	ADD 15%
94	IBTJISHARES TR	148,083	$3M	0.2%	ADD 17%
95	CATCATERPILLAR INC	4,562	$3M	0.2%	TRIM −24%
96	IVWISHARES TR	27,424	$3M	0.2%	HOLD
97	RPMRPM INTL INC	29,532	$3M	0.2%	ADD 7%
98	SPOTSPOTIFY TECHNOLOGY S A	6,053	$3M	0.2%	NEW
99	IBTGISHARES TR	126,260	$3M	0.2%	TRIM −43%
100	VOVANGUARD INDEX FDS	9,964	$3M	0.2%	HOLD
101	SNPSSYNOPSYS INC	7,108	$3M	0.2%	HOLD
102	IBTKISHARES TR	142,467	$3M	0.2%	ADD 23%
103	AMATAPPLIED MATLS INC	8,186	$3M	0.2%	HOLD
104	VVVANGUARD INDEX FDS	9,166	$3M	0.2%	HOLD
105	VXUSVANGUARD STAR FDS	34,214	$3M	0.2%	ADD 7%
106	VNQVANGUARD INDEX FDS	28,745	$3M	0.2%	ADD 42%
107	IBTLISHARES TR	123,346	$3M	0.2%	ADD 17%
108	WMTWALMART INC	20,216	$3M	0.2%	HOLD
109	NSCNORFOLK SOUTHN CORP	8,433	$2M	0.2%	HOLD
110	GISGENERAL MILLS INC	63,666	$2M	0.2%	HOLD
111	MDTMEDTRONIC PLC	27,251	$2M	0.2%	HOLD
112	AFLAFLAC INC	21,006	$2M	0.2%	HOLD
113	VGUSVANGUARD INSTL INDEX FD	29,994	$2M	0.2%	ADD 11%
114	GILDGILEAD SCIENCES INC	16,037	$2M	0.1%	HOLD
115	JPSTJ P MORGAN EXCHANGE TRADED F	43,945	$2M	0.1%	TRIM −15%
116	VEUVANGUARD INTL EQUITY INDEX F	29,121	$2M	0.1%	HOLD
117	TFLOISHARES TR	41,945	$2M	0.1%	TRIM −7%
118	VZVERIZON COMMUNICATIONS INC	41,730	$2M	0.1%	HOLD
119	GEGE AEROSPACE	7,163	$2M	0.1%	ADD 285%
120	NNNEXTNAV INC	125,000	$2M	0.1%	HOLD
121	BSXBOSTON SCIENTIFIC CORP	30,865	$2M	0.1%	ADD 4%
122	ORCLORACLE CORP	13,075	$2M	0.1%	TRIM −7%
123	AWKAMERICAN WTR WKS CO INC NEW	14,073	$2M	0.1%	HOLD
124	BMYBRISTOL-MYERS SQUIBB CO	30,989	$2M	0.1%	ADD 3%
125	VUSBVANGUARD BD INDEX FDS	37,559	$2M	0.1%	ADD 11%
126	APHAMPHENOL CORP	14,497	$2M	0.1%	HOLD
127	FSLRFIRST SOLAR INC	9,100	$2M	0.1%	HOLD
128	QCOMQUALCOMM INC	13,774	$2M	0.1%	TRIM −17%
129	MMM3M CO	12,118	$2M	0.1%	HOLD
130	IYWISHARES TR	9,500	$2M	0.1%	HOLD
131	FLEXFlextronics Internat'l. Ltd.	26,279	$2M	0.1%	HOLD
132	BIVVANGUARD BD INDEX FDS	22,248	$2M	0.1%	TRIM −14%
133	IBTMISHARES TR	74,679	$2M	0.1%	ADD 3%
134	GEVGE VERNOVA INC	1,958	$2M	0.1%	ADD 138%
135	FDXFEDEX CORP	4,768	$2M	0.1%	HOLD
136	CLXCLOROX CO DEL	16,137	$2M	0.1%	TRIM −6%
137	PMPHILIP MORRIS INTL INC	9,820	$2M	0.1%	TRIM −3%
138	NVSNOVARTIS AG	10,627	$2M	0.1%	ADD 6%
139	IWRISHARES TR	16,623	$2M	0.1%	HOLD
140	IBDYISHARES TR	66,187	$2M	0.1%	NEW
141	MDLZMONDELEZ INTL INC	27,611	$2M	0.1%	HOLD
142	BNYBANK NEW YORK MELLON CORP	13,388	$2M	0.1%	HOLD
143	TGTTARGET CORP	13,017	$2M	0.1%	TRIM −7%
144	TERTERADYNE INC	5,317	$2M	0.1%	TRIM −8%
145	CSCOCISCO SYS INC	20,248	$2M	0.1%	ADD 11%
146	IWMISHARES TR	6,214	$2M	0.1%	HOLD
147	UNHUNITEDHEALTH GROUP INC	5,601	$2M	0.1%	TRIM −11%
148	PFEPFIZER INC	53,537	$2M	0.1%	TRIM −14%
149	TYLTYLER TECHNOLOGIES INC	4,293	$1M	0.1%	ADD 2%
150	IGMISHARES TR	12,059	$1M	0.1%	HOLD
151	IWOISHARES TR	4,441	$1M	0.1%	HOLD
152	MAMASTERCARD INCORPORATED	2,700	$1M	0.1%	ADD 77%
153	IBMINTERNATIONAL BUSINESS MACHS	5,485	$1M	0.1%	ADD 55%
154	PLDPROLOGIS INC.	10,022	$1M	0.1%	ADD 304%
155	NVONOVO-NORDISK A S	35,040	$1M	0.1%	TRIM −6%
156	ORLYOREILLY AUTOMOTIVE INC	13,798	$1M	0.1%	ADD 62%
157	CRWDCROWDSTRIKE HLDGS INC	3,256	$1M	0.1%	HOLD
158	COPCONOCOPHILLIPS	9,598	$1M	0.1%	ADD 5%
159	ACNACCENTURE PLC IRELAND	6,268	$1M	0.1%	ADD 6%
160	IVEISHARES TR	5,743	$1M	0.1%	HOLD
161	FANGDIAMONDBACK ENERGY INC	6,000	$1M	0.1%	HOLD
162	VSDMVANGUARD SHORT	15,235	$1M	0.1%	HOLD
163	VCRMVANGUARD MUN BD FDS	15,140	$1M	0.1%	ADD 2%
164	IAUISHARES GOLD TR	12,420	$1M	0.1%	ADD 47%
165	STWDSTARWOOD PPTY TR INC	63,475	$1M	0.1%	ADD 20%
166	AVGOBROADCOM INC	3,524	$1M	0.1%	ADD 5%
167	EMREMERSON ELEC CO	8,228	$1M	0.1%	ADD 3%
168	LINLINDE PLC	2,173	$1M	0.1%	HOLD
169	LNGCheniere Energy, Inc	3,775	$1M	0.1%	HOLD
170	INTUINTUIT	2,431	$1M	0.1%	ADD 12%
171	STESTERIS PLC	4,629	$1M	0.1%	HOLD
172	GATXGATX CORP	5,936	$1M	0.1%	TRIM −5%
173	EMXCISHARES INC	12,773	$1M	0.1%	NEW
174	DGSWISDOMTREE TR	16,228	$975,000	0.1%	ADD 30%
175	ANETARISTA NETWORKS INC	7,922	$973,000	0.1%	NEW
176	IRINGERSOLL RAND INC	11,356	$910,000	0.1%	HOLD
177	HELOJPMorgan Hedged Equity Laddered Overly ETF	14,165	$905,000	0.1%	ADD 35%
178	KMIKINDER MORGAN INC DEL	26,915	$902,000	0.1%	HOLD
179	HONHONEYWELL INTL INC	3,906	$883,000	0.1%	ADD 9%
180	ABBNYABB LTD	10,450	$841,000	0.1%	HOLD
181	SHVISHARES TR	7,559	$834,000	0.1%	TRIM −7%
182	JMSTJ P MORGAN EXCHANGE TRADED F	16,165	$824,000	0.1%	HOLD
183	DEDEERE & CO	1,447	$815,000	0.1%	HOLD
184	CMCSACOMCAST CORP NEW	27,914	$801,000	0.1%	TRIM −4%
185	AMANTERO MIDSTREAM CORP	35,000	$798,000	0.1%	HOLD
186	MOALTRIA GROUP INC	12,083	$797,000	0.1%	HOLD
187	HOLXHOLOGIC INC	10,410	$787,000	0.1%	HOLD
188	EFAISHARES TR	8,097	$786,000	0.1%	HOLD
189	SHOPSHOPIFY INC	6,623	$786,000	0.1%	ADD 4%
190	VWOVANGUARD INTL EQUITY INDEX F	14,376	$777,000	0.1%	ADD 39%
191	SHELSHELL PLC	7,759	$722,000	0.0%	TRIM −7%
192	ACWIISHARES TR	5,175	$716,000	0.0%	ADD 223%
193	VYMVANGUARD WHITEHALL FDS	4,768	$706,000	0.0%	HOLD
194	IGSBISHARES TR	13,270	$697,000	0.0%	HOLD
195	VDEVANGUARD WORLD FD	3,874	$670,000	0.0%	HOLD
196	CLCOLGATE PALMOLIVE CO	7,853	$669,000	0.0%	HOLD
197	DOVDOVER CORP	3,141	$655,000	0.0%	HOLD
198	JCIJOHNSON CONTROLS INTERNATION	4,955	$649,000	0.0%	HOLD
199	AMPAMERIPRISE FINL INC	1,458	$648,000	0.0%	NEW
200	VUGVANGUARD INDEX FDS	1,459	$637,000	0.0%	ADD 3%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

317K

298K

295K

286K

287K

$73M

GOOGALPHABET INC

208K

209K

208K

203K

182K

$52M

AMZNAMAZON COM INC

246K

248K

258K

257K

259K

250K

$52M

MSFTMICROSOFT CORP

135K

138K

140K

138K

137K

$51M

VOOVANGUARD INDEX FDS

44K

55K

57K

61K

80K

$48M

VVISA INC

139K

137K

139K

138K

133K

$40M

UNPUNION PAC CORP

130K

127K

124K

122K

$30M

NVDANVIDIA CORPORATION

125K

126K

127K

141K

144K

166K

$29M

SPYSTATE STR SPDR S&P 500 ETF T

51K

49K

51K

44K

$29M

BRK.BBERKSHIRE HATHAWAY INC DEL

61K

60K

59K

61K

57K

$27M

NEENEXTERA ENERGY INC

282K

278K

277K

271K

265K

$25M

SPGIS&P GLOBAL INC

53K

55K

56K

57K

$24M

SYKSTRYKER CORPORATION

62K

65K

66K

69K

74K

$24M

ECLECOLAB INC

99K

97K

95K

94K

89K

$24M

ROKROCKWELL AUTOMATION INC

78K

75K

76K

75K

72K

65K

$23M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆BOSTON FAMILY OFFICE LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 310 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

BOSTON FAMILY OFFICE LLC