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Boston Family Office LLC Top Holdings and 13F Report (2026)

About Boston Family Office LLC

Investment Activity

  • Boston Family Office LLC has $1.65 million in total holdings as of June 30, 2026.
  • Boston Family Office LLC owns shares of 315 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
  • Approximately 4.34% of the portfolio was purchased this quarter.
  • About 3.72% of the portfolio was sold this quarter.
  • This quarter, Boston Family Office LLC has purchased 311 new stocks and bought additional shares in 93 stocks.
  • Boston Family Office LLC sold shares of 118 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Apple
$82,271
Alphabet
$59,127
Amazon.com
$56,322
Microsoft
$53,713

Largest New Holdings this Quarter

74834L100 - Quest Diagnostics
$510 Holding
46434V621 - iShares Core Dividend Growth ETF
$465 Holding
438516205 - Honeywell International Inc
$437 Holding
43849R105 - Honeywell Aerospace Inc
$431 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
15,245 shares (about $10.47K)
NVIDIA
26,167 shares (about $5.24K)
Arista Networks Inc
19,036 shares (about $3.23K)
Costco Wholesale
3,231 shares (about $3.02K)
American Express
8,635 shares (about $2.92K)

Largest Sales this Quarter

AptarGroup
48,853 shares (about $6.12K)
Alphabet
14,524 shares (about $5.13K)
Roper Technologies, Inc.
10,653 shares (about $3.61K)
Salesforce
22,946 shares (about $3.59K)
Amazon.com
13,868 shares (about $3.31K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoston Family Office LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$82,271$758 â–¼-0.9%284,3215.0%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$65,220$10,471 â–²19.1%94,9604.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$59,127$5,132 â–¼-8.0%167,3413.6%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$56,322$3,305 â–¼-5.5%236,3113.4%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$53,713$2,619 â–²5.1%143,9943.3%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$46,094$861 â–¼-1.8%135,1642.8%Technology
Visa Inc. stock logo
V
Visa
$45,141$518 â–¼-1.1%131,5732.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$38,382$5,236 â–²15.8%191,8262.3%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$33,652$658 â–²2.0%45,0642.0%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$32,428$891 â–¼-2.7%119,2212.0%Industrials
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$30,825$1,303 â–¼-4.1%62,2631.9%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$28,771$432 â–²1.5%57,4971.7%Finance
Ecolab Inc. stock logo
ECL
Ecolab
$24,686$229 â–¼-0.9%88,6051.5%Materials
S&P Global Inc. stock logo
SPGI
S&P Global
$23,242$158 â–¼-0.7%57,0681.4%Finance
Stryker Corporation stock logo
SYK
Stryker
$23,242$31 â–¼-0.1%73,8211.4%Healthcare
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$22,867$403 â–¼-1.7%260,5321.4%Utilities
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$21,980$624 â–¼-2.8%18,3251.3%Healthcare
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$20,897$2,885 â–²16.0%84,8731.3%ETF
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$20,698$1,835 â–¼-8.1%107,1211.3%Healthcare
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$20,345$831 â–¼-3.9%69,3931.2%Materials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$19,865$343 â–¼-1.7%39,6231.2%Healthcare
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,546$872 â–¼-4.3%54,6931.2%Communication Services
American Tower Corporation stock logo
AMT
American Tower
$19,341$264 â–¼-1.3%118,2461.2%Real Estate
AbbVie Inc. stock logo
ABBV
AbbVie
$17,512$395 â–¼-2.2%69,5931.1%Healthcare
Eaton Corporation, PLC stock logo
ETN
Eaton
$17,508$29 â–¼-0.2%41,0881.1%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,326$168 â–¼-1.0%68,2191.1%Healthcare
Marsh
$17,025$827 â–²5.1%102,1451.0%COM
Chevron Corporation stock logo
CVX
Chevron
$16,790$397 â–¼-2.3%101,2891.0%Energy
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$16,618$1,483 â–²9.8%330,8421.0%ETF
ASML Holding N.V. stock logo
ASML
ASML
$15,902$406 â–²2.6%7,9931.0%Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$15,843$172 â–¼-1.1%70,7441.0%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$15,135$3,023 â–²25.0%16,1790.9%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,011$273 â–¼-1.8%45,8580.9%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$14,697$318 â–²2.2%148,0370.9%Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$14,514$646 â–²4.7%27,5710.9%Healthcare
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$14,215$12 â–¼-0.1%14,5330.9%Industrials
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,945$1,178 â–¼-7.8%58,9350.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$13,875$541 â–²4.1%37,4950.8%ETF
AptarGroup, Inc. stock logo
ATR
AptarGroup
$12,660$6,116 â–¼-32.6%101,1190.8%Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$12,470$62 â–²0.5%22,1370.8%Communication Services
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$11,468$1,387 â–¼-10.8%43,5600.7%Technology
Xylem Inc. stock logo
XYL
Xylem
$10,814$281 â–²2.7%91,4800.7%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$10,533$2,162 â–²25.8%77,7940.6%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$10,010$1,869 â–²23.0%66,0700.6%Consumer Discretionary
Salesforce Inc. stock logo
CRM
Salesforce
$9,602$3,595 â–¼-27.2%61,2930.6%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,588$1,455 â–²17.9%65,3880.6%Consumer Staples
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$9,394$2,412 â–²34.5%90,3570.6%ETF
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$9,087$4 â–¼0.0%34,2260.6%Industrials
Roper Technologies, Inc.
$8,806$3,605 â–¼-29.0%26,0220.5%COM
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$8,738$2,456 â–²39.1%6,3210.5%Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$8,395$285 â–¼-3.3%21,1380.5%Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$8,346$160 â–¼-1.9%64,3340.5%Energy
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$7,871$77 â–²1.0%11,1910.5%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$7,855$87 â–¼-1.1%22,8140.5%Materials
The Walt Disney Company stock logo
DIS
Walt Disney
$7,661$267 â–¼-3.4%79,5920.5%Communication Services
The Home Depot, Inc. stock logo
HD
Home Depot
$7,564$30 â–²0.4%21,4480.5%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$7,557$495 â–¼-6.1%27,9580.5%Consumer Discretionary
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,501$133 â–¼-1.7%50,5760.5%ETF
Vanguard Core Bond ETF
$7,496$589 â–²8.5%97,0540.5%CORE BD ETF
TE Connectivity PLC
$7,440$58 â–¼-0.8%36,9040.5%ORD SHS
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,337$15 â–¼-0.2%80,8590.4%Healthcare
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$7,232$26 â–²0.4%91,5110.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$7,195$528 â–²7.9%100,7640.4%Communication Services
Danaher Corporation stock logo
DHR
Danaher
$6,585$841 â–¼-11.3%34,5700.4%Healthcare
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$6,513$268 â–²4.3%267,9220.4%ETF
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$6,407$518 â–²8.8%289,3720.4%ETF
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$6,308$206 â–²3.4%281,9630.4%ETF
Corning Incorporated stock logo
GLW
Corning
$6,194$61 â–¼-1.0%24,2500.4%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,699$166 â–¼-2.8%7,7390.3%ETF
Hubbell Inc stock logo
HUBB
Hubbell
$5,5550.0%10,6180.3%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,536$306 â–¼-5.2%43,0810.3%Healthcare
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,440$806 â–²17.4%76,3520.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,328$566 â–¼-9.6%11,1560.3%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,324$594 â–¼-10.0%7,3640.3%Technology
Welltower Inc. stock logo
WELL
Welltower
$5,084$157 â–¼-3.0%22,4000.3%Real Estate
Trane Technologies plc stock logo
TT
Trane Technologies
$5,008$12 â–¼-0.2%10,1970.3%Industrials
Nestle SA stock logo
NSRGY
Nestle
$5,005$34 â–¼-0.7%48,7250.3%Consumer Staples
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$4,938$311 â–²6.7%63,3870.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$4,924$213 â–²4.5%84,6090.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,887$9 â–¼-0.2%6,5250.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,822$36 â–¼-0.7%4,5280.3%Industrials
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$4,720$1 â–¼0.0%34,5260.3%Energy
Palantir Technologies Inc
$4,616$49 â–¼-1.1%39,5610.3%CL A
Arista Networks Inc
$4,580$3,234 â–²240.3%26,9580.3%COM SHS
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$4,544$2,903 â–¼-39.0%90,1150.3%Consumer Staples
NIKE, Inc. stock logo
NKE
NIKE
$4,443$582 â–¼-11.6%108,2330.3%Consumer Discretionary
American Express Company stock logo
AXP
American Express
$4,292$2,921 â–²212.9%12,6900.3%Finance
Flex Ltd. stock logo
FLEX
Flex
$4,243$16 â–¼-0.4%26,1790.3%Technology
Waste Management, Inc. stock logo
WM
Waste Management
$4,214$85 â–²2.1%18,9090.3%Industrials
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,088$217 â–¼-5.0%53,0190.2%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$3,987$781 â–²24.4%184,1770.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,7720.0%27,4240.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$3,754$12 â–¼-0.3%10,3680.2%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,7440.0%50.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$3,432$156 â–¼-4.3%42,2320.2%Consumer Staples
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$3,430$38 â–²1.1%12,6810.2%Industrials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$3,4080.0%15,4570.2%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$3,336$62 â–¼-1.8%17,5810.2%Industrials
RPM International Inc. stock logo
RPM
RPM International
$3,260$22 â–¼-0.7%29,3320.2%Materials
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,215$2,412 â–²300.4%39,8990.2%ETF

Showing largest 100 holdings. View all holdings.
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