Boston Family Office Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Boston Family Office Llc disclosed 312 stock positions valued at approximately $1.65B as of quarter-end June 30, 2026. The largest holdings include Apple Inc., Vanguard S&P 500 ETF, and Alphabet Inc. Class C.
- Report Period
- June 30, 2026
- No. of Stocks
- 312
- Portfolio Value
- $1.65B
Holdings by Sector
Boston Family Office Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | Technology | 4.99% | 284,321 | -2,618 | -0.91% | $82,271,000 |
| Vanguard S&P 500 ETF | VOO | Other | 3.96% | 94,960 | +15,245 | +19.12% | $65,220,000 |
| Alphabet Inc. Class C | GOOG | Communication Services | 3.59% | 167,341 | -14,524 | -7.99% | $59,127,000 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 3.42% | 236,311 | -13,868 | -5.54% | $56,322,000 |
| Microsoft Corporation | MSFT | Technology | 3.26% | 143,994 | +7,020 | +5.13% | $53,713,000 |
| Palo Alto Networks, Inc. | PANW | Technology | 2.80% | 135,164 | -2,525 | -1.83% | $46,094,000 |
| Visa Inc. Class A | V | Financial Services | 2.74% | 131,573 | -1,510 | -1.13% | $45,141,000 |
| NVIDIA Corporation | NVDA | Technology | 2.33% | 191,826 | +26,167 | +15.80% | $38,382,000 |
| SPDR S&P 500 ETF Trust | SPY | Other | 2.04% | 45,064 | +881 | +1.99% | $33,652,000 |
| Union Pacific Corporation | UNP | Industrials | 1.97% | 119,221 | -3,276 | -2.67% | $32,428,000 |
| Rockwell Automation, Inc. | ROK | Industrials | 1.87% | 62,263 | -2,631 | -4.05% | $30,825,000 |
| Berkshire Hathaway Inc. Class B | BRK-B | Financial Services | 1.75% | 57,497 | +863 | +1.52% | $28,771,000 |
| Ecolab Inc. | ECL | Basic Materials | 1.50% | 88,605 | -822 | -0.92% | $24,686,000 |
| S&P Global, Inc. | SPGI | Financial Services | 1.41% | 57,068 | -389 | -0.68% | $23,242,000 |
| Stryker Corporation | SYK | Healthcare | 1.41% | 73,821 | -98 | -0.13% | $23,242,000 |
| NextEra Energy, Inc. | NEE | Utilities | 1.39% | 260,532 | -4,593 | -1.73% | $22,867,000 |
| Eli Lilly and Company | LLY | Healthcare | 1.33% | 18,325 | -520 | -2.76% | $21,980,000 |
| Vanguard Extended Market ETF | VXF | Other | 1.27% | 84,873 | +11,718 | +16.02% | $20,897,000 |
| Iqvia Holdings Inc | IQV | Healthcare | 1.26% | 107,121 | -9,496 | -8.14% | $20,698,000 |
| Air Products and Chemicals, Inc. | APD | Basic Materials | 1.23% | 69,393 | -2,833 | -3.92% | $20,345,000 |
| Thermo Fisher Scientific Inc. | TMO | Healthcare | 1.21% | 39,623 | -685 | -1.70% | $19,865,000 |
| Alphabet Inc. Class A | GOOGL | Communication Services | 1.19% | 54,693 | -2,441 | -4.27% | $19,546,000 |
| American Tower Corporation | AMT | Real Estate | 1.17% | 118,246 | -1,615 | -1.35% | $19,341,000 |
| AbbVie, Inc. | ABBV | Healthcare | 1.06% | 69,593 | -1,569 | -2.20% | $17,512,000 |
| Eaton Corp. PLC | ETN | Other | 1.06% | 41,088 | -69 | -0.17% | $17,508,000 |
| Johnson & Johnson | JNJ | Healthcare | 1.05% | 68,219 | -660 | -0.96% | $17,326,000 |
| Marsh | MMC | Financial Services | 1.03% | 102,145 | +4,964 | +5.11% | $17,025,000 |
| Chevron Corporation | CVX | Energy | 1.02% | 101,289 | -2,396 | -2.31% | $16,790,000 |
| Vanguard Short-Term Inflation-Protected ETF | VTIP | Other | 1.01% | 330,842 | +29,516 | +9.80% | $16,618,000 |
| ASML Holding NV ADR | ASML | Other | 0.97% | 7,993 | +204 | +2.62% | $15,902,000 |
Showing 30 of 312 holdings in the latest reporting period.