Boston Family Office Llc Portfolio Stock Holdings
Boston Family Office Llc disclosed 310 stock positions valued at approximately $1.5 million in its latest SEC 13F filing. The largest holdings include Apple Inc., Alphabet Inc. Class C, and Amazon.com, Inc.. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 310
- Portfolio Value
- $1.5M
Holdings by Sector
Boston Family Office Llc Portfolio Holdings in Q1 2026
300 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | Technology | 4.85% | 286,939 | +512 | +0.18% | $72,822 |
| Alphabet Inc. Class C | GOOG | Communication Services | 3.47% | 181,865 | -21,019 | -10.36% | $52,170 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 3.47% | 250,179 | -8,471 | -3.28% | $52,105 |
| Microsoft Corporation | MSFT | Technology | 3.37% | 136,974 | -996 | -0.72% | $50,704 |
| Vanguard S&P 500 ETF | VOO | Other | 3.17% | 79,715 | +18,709 | +30.67% | $47,634 |
| Visa Inc. Class A | V | Financial Services | 2.68% | 133,083 | -5,141 | -3.72% | $40,223 |
| Union Pacific Corporation | UNP | Industrials | 1.98% | 122,497 | -1,412 | -1.14% | $29,720 |
| NVIDIA Corporation | NVDA | Technology | 1.92% | 165,659 | +21,529 | +14.94% | $28,891 |
| SPDR S&P 500 ETF Trust | SPY | Other | 1.91% | 44,183 | -6,510 | -12.84% | $28,734 |
| Berkshire Hathaway Inc. Class B | BRK-B | Financial Services | 1.81% | 56,634 | -3,918 | -6.47% | $27,139 |
| NextEra Energy, Inc. | NEE | Utilities | 1.64% | 265,125 | -6,156 | -2.27% | $24,625 |
| S&P Global, Inc. | SPGI | Financial Services | 1.63% | 57,457 | +1,755 | +3.15% | $24,439 |
| Stryker Corporation | SYK | Healthcare | 1.62% | 73,919 | +4,539 | +6.54% | $24,289 |
| Ecolab Inc. | ECL | Basic Materials | 1.58% | 89,427 | -4,702 | -5.00% | $23,789 |
| Rockwell Automation, Inc. | ROK | Industrials | 1.55% | 64,894 | -7,090 | -9.85% | $23,289 |
| Palo Alto Networks, Inc. | PANW | Technology | 1.47% | 137,689 | +14,200 | +11.50% | $22,074 |
| Chevron Corporation | CVX | Energy | 1.43% | 103,685 | -6,304 | -5.73% | $21,452 |
| Air Products and Chemicals, Inc. | APD | Basic Materials | 1.40% | 72,226 | -700 | -0.96% | $20,981 |
| American Tower Corporation | AMT | Real Estate | 1.38% | 119,861 | -2,314 | -1.89% | $20,686 |
| Iqvia Holdings Inc | IQV | Healthcare | 1.32% | 116,617 | -3,601 | -3.00% | $19,888 |
| Thermo Fisher Scientific Inc. | TMO | Healthcare | 1.32% | 40,308 | +199 | +0.50% | $19,813 |
| Aptargroup, Inc. | ATR | Healthcare | 1.26% | 149,972 | -7,647 | -4.85% | $18,899 |
| Eli Lilly and Company | LLY | Healthcare | 1.15% | 18,845 | -96 | -0.51% | $17,333 |
| Marsh | MMC | Financial Services | 1.12% | 97,181 | -846 | -0.86% | $16,856 |
| Johnson & Johnson | JNJ | Healthcare | 1.12% | 68,879 | -4,583 | -6.24% | $16,837 |
| Alphabet Inc. Class A | GOOGL | Communication Services | 1.09% | 57,134 | -2,339 | -3.93% | $16,429 |
| Salesforce, Inc. | CRM | Technology | 1.05% | 84,239 | -5,198 | -5.81% | $15,725 |
| AbbVie, Inc. | ABBV | Healthcare | 1.03% | 71,162 | -61 | -0.09% | $15,477 |
| ServiceNow, Inc. | NOW | Technology | 1.01% | 144,832 | -2,145 | -1.46% | $15,142 |
| Vanguard Extended Market ETF | VXF | Other | 1.00% | 73,155 | +6,904 | +10.42% | $15,055 |
| Vanguard Short-Term Inflation-Protected ETF | VTIP | Other | 1.00% | 301,326 | +18,057 | +6.37% | $15,051 |
| IDEXX Laboratories, Inc. | IDXX | Healthcare | 0.98% | 26,344 | -711 | -2.63% | $14,802 |
| Eaton Corp. PLC | ETN | Other | 0.98% | 41,157 | -289 | -0.70% | $14,721 |
| Automatic Data Processing, Inc. | ADP | Technology | 0.97% | 71,514 | -2,131 | -2.89% | $14,530 |
| Vanguard Dividend Appreciation ETF | VIG | Other | 0.91% | 63,914 | +6,681 | +11.67% | $13,745 |
| JPMorgan Chase & Co. | JPM | Financial Services | 0.91% | 46,693 | +1,735 | +3.86% | $13,735 |
| Parker-Hannifin Corporation | PH | Industrials | 0.87% | 14,545 | +3,286 | +29.19% | $13,021 |
| Roper Technologies, Inc. | ROP | Technology | 0.86% | 36,675 | -3,546 | -8.82% | $12,978 |
| Costco Wholesale Corporation | COST | Consumer Defensive | 0.86% | 12,948 | -588 | -4.34% | $12,902 |
| Meta Platforms | META | Communication Services | 0.84% | 22,027 | +4,616 | +26.51% | $12,602 |
| Vanguard Total Stock Market ETF | VTI | Other | 0.77% | 36,033 | +3,691 | +11.41% | $11,560 |
| Xylem Inc. | XYL | Industrials | 0.71% | 89,099 | +513 | +0.58% | $10,647 |
| ASML Holding NV ADR | ASML | Other | 0.68% | 7,789 | +18 | +0.23% | $10,288 |
| Zebra Technologies Corporation Class A | ZBRA | Technology | 0.68% | 48,827 | -3,157 | -6.07% | $10,209 |
| PepsiCo, Inc. | PEP | Consumer Defensive | 0.64% | 61,826 | -1,607 | -2.53% | $9,601 |
| EOG Resources, Inc. | EOG | Energy | 0.63% | 65,564 | -5,172 | -7.31% | $9,479 |
| McDonald's Corporation | MCD | Consumer Cyclical | 0.62% | 29,788 | +1,563 | +5.54% | $9,258 |
| Netflix Inc | NFLX | Communication Services | 0.60% | 93,366 | +24,009 | +34.62% | $8,977 |
| TJX Companies Inc | TJX | Consumer Cyclical | 0.57% | 53,732 | -2,029 | -3.64% | $8,581 |
| Lincoln Electric Holdings, Inc. | LECO | Industrials | 0.57% | 34,241 | -236 | -0.68% | $8,529 |
| Abbott Laboratories | ABT | Healthcare | 0.55% | 81,024 | -1,601 | -1.94% | $8,319 |
| Procter & Gamble Company | PG | Consumer Defensive | 0.53% | 55,462 | -4,551 | -7.58% | $8,011 |
| Walt Disney Company | DIS | Communication Services | 0.53% | 82,363 | +3,091 | +3.90% | $7,938 |
| TE Connectivity PLC | TEL | Other | 0.52% | 37,193 | +1,105 | +3.06% | $7,774 |
| McCormick & Company, Inc. | MKC | Consumer Defensive | 0.50% | 147,687 | +5,537 | +3.90% | $7,449 |
| Sherwin-Williams Company | SHW | Basic Materials | 0.49% | 23,068 | -658 | -2.77% | $7,394 |
| Danaher Corporation | DHR | Healthcare | 0.49% | 38,987 | -336 | -0.85% | $7,392 |
| Vanguard Short-Term Corporate Bond ETF | VCSH | Other | 0.48% | 91,179 | +4,212 | +4.84% | $7,229 |
| Home Depot, Inc. | HD | Consumer Cyclical | 0.47% | 21,362 | +197 | +0.93% | $7,026 |
| Analog Devices, Inc. | ADI | Technology | 0.46% | 21,855 | +92 | +0.42% | $6,953 |
| Vanguard Core Bond ETF | VCRB | Other | 0.46% | 89,433 | +17,796 | +24.84% | $6,920 |
| SPDR S&P Midcap 400 ETF Trust | MDY | Other | 0.45% | 11,081 | -474 | -4.10% | $6,834 |
| VanEck Morningstar Wide Moat ETF | MOAT | Other | 0.43% | 67,155 | +958 | +1.45% | $6,494 |
| NIKE, Inc. Class B | NKE | Consumer Cyclical | 0.43% | 122,406 | -4,771 | -3.75% | $6,465 |
| iShares Core S&P Small Cap ETF | IJR | Other | 0.43% | 51,472 | -4,584 | -8.18% | $6,398 |
| Invesco Variable Rate Preferred ETF | VRP | Other | 0.41% | 256,877 | +8,700 | +3.51% | $6,160 |
| iShares iBonds Treasury 2027 | IBTH | Other | 0.41% | 272,733 | +13,534 | +5.22% | $6,117 |
| iShares iBonds Treasury 2028 | IBTI | Other | 0.39% | 265,984 | +14,330 | +5.69% | $5,927 |
| Exxon Mobil Corporation | XOM | Energy | 0.39% | 34,534 | -1,063 | -2.99% | $5,859 |
| Palantir Technologies Inc | PLTR | Technology | 0.39% | 39,985 | +2,255 | +5.98% | $5,849 |
| Merck & Co., Inc. | MRK | Healthcare | 0.36% | 45,466 | -958 | -2.06% | $5,469 |
| Hubbell Incorporated Class B | HUBB | Industrials | 0.35% | 10,618 | - | - | $5,211 |
| American Express Company | AXP | Financial Services | 0.34% | 16,935 | -8,855 | -34.34% | $5,123 |
| Monolithic Power Systems, Inc. | MPWR | Technology | 0.33% | 4,544 | -109 | -2.34% | $4,968 |
| Nestle S.A. Sponsored ADR | NSRGY | Consumer Defensive | 0.32% | 49,060 | -2,353 | -4.58% | $4,855 |
| Vanguard Short-Term Treasury ETF | VGSH | Other | 0.32% | 80,957 | +10,125 | +14.29% | $4,739 |
| Vanguard Short-Term Bond ETF | BSV | Other | 0.31% | 59,390 | -3,551 | -5.64% | $4,660 |
| Invesco QQQ Trust | QQQ | Other | 0.31% | 7,965 | -954 | -10.70% | $4,597 |
| Welltower, Inc. | WELL | Real Estate | 0.30% | 23,091 | +1,048 | +4.75% | $4,565 |
| iShares Core S&P 500 ETF | IVV | Other | 0.28% | 6,537 | -11 | -0.17% | $4,270 |
| Trane Technologies plc | TT | Other | 0.28% | 10,221 | -1,075 | -9.52% | $4,259 |
| Waste Management, Inc. | WM | Industrials | 0.28% | 18,526 | +1,409 | +8.23% | $4,257 |
| Taiwan Semiconductor MFG. | TSM | Technology | 0.28% | 12,341 | +714 | +6.14% | $4,171 |
| Vanguard FTSE Developed Markets ETF | VEA | Other | 0.28% | 65,036 | +14,311 | +28.21% | $4,167 |
| Adobe Inc. | ADBE | Technology | 0.27% | 16,792 | -2,093 | -11.08% | $4,082 |
| iShares Core S&P Mid-Cap ETF | IJH | Other | 0.25% | 55,834 | +1,018 | +1.86% | $3,770 |
| Amgen Inc. | AMGN | Healthcare | 0.24% | 10,401 | +1,234 | +13.46% | $3,660 |
| Lowe's Companies, Inc. | LOW | Consumer Cyclical | 0.24% | 15,457 | -4,168 | -21.24% | $3,652 |
| Berkshire Hathaway Inc. Class A | BRK-A | Financial Services | 0.24% | 5 | - | - | $3,591 |
| RTX Corporation | RTX | Industrials | 0.23% | 17,906 | +49 | +0.27% | $3,454 |
| Coca-Cola Company | KO | Consumer Defensive | 0.22% | 44,147 | -526 | -1.18% | $3,357 |
| Corning Inc | GLW | Technology | 0.22% | 24,487 | -8,068 | -24.78% | $3,329 |
| Illinois Tool Works Inc. | ITW | Industrials | 0.22% | 12,541 | +1,596 | +14.58% | $3,264 |
| iShares iBonds Treasury 2029 | IBTJ | Other | 0.22% | 148,083 | +21,872 | +17.33% | $3,235 |
| Caterpillar Inc. | CAT | Industrials | 0.22% | 4,562 | -1,421 | -23.75% | $3,232 |
| iShares S&P 500 Growth ETF | IVW | Other | 0.21% | 27,424 | +25 | +0.09% | $3,102 |
| Spotify Technology | SPOT | Other | 0.20% | 6,053 | +6,053 | +100.00% | $2,935 |
| RPM International Inc. | RPM | Basic Materials | 0.20% | 29,532 | +1,997 | +7.25% | $2,935 |
| iShares iBonds Treasury 2026 | IBTG | Other | 0.19% | 126,260 | -94,254 | -42.74% | $2,893 |
| Vanguard Mid-Cap ETF | VO | Other | 0.19% | 9,964 | - | - | $2,862 |