Boston Family Office LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Boston Family Office LLC reported 264 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 4.1% of the portfolio, followed by Apple (AAPL, 4.1%) and Amazon.com (AMZN, 3.3%). Compared with Q4 2023, it opened 10 new positions, sold out of 6, added to 47 and reduced 134. The biggest buy was Walt Disney (DIS, shares +3%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.4B (Q1 2024)
- SEC Filing
- 0001039807-24-000004 ↗ filed May 13, 2024
Holdings Value
Holdings 264 stocks · $1.4B
| MSFT Microsoft Corp. | 4.08% | 134,815 | $56.7M | Reduce -3.0% |
| AAPL Apple Inc. | 4.06% | 329,377 | $56.5M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 3.27% | 252,322 | $45.5M | Reduce -4.0% |
| V Visa Inc. Class A | 2.82% | 140,631 | $39.2M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.77% | 73,688 | $38.5M | Reduce -0.2% |
| IQV Iqvia Holdings Inc. | 2.49% | 137,093 | $34.7M | Reduce -1.9% |
| ANSS Ansys Inc. | 2.42% | 97,011 | $33.7M | Reduce -0.2% |
| UNP Union Pacific Corp. | 2.35% | 133,001 | $32.7M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 2.30% | 210,302 | $32.0M | Reduce -2.5% |
| CRM Salesforce Inc. | 1.98% | 91,355 | $27.5M | Add +0.2% |
| ATR Aptargroup Inc. | 1.93% | 186,607 | $26.9M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.87% | 61,797 | $26.0M | Reduce -0.5% |
| AMT American Tower Corp. | 1.84% | 129,414 | $25.6M | Reduce -0.6% |
| ZBRA Zebra Technologies Corp. Class A | 1.75% | 80,666 | $24.3M | Reduce -1.1% |
| ROK Rockwell Automation Inc. | 1.74% | 83,043 | $24.2M | Reduce -0.5% |
| ECL Ecolab Inc. | 1.69% | 101,811 | $23.5M | Reduce -0.9% |
| MRSH Marsh & McLennan Cos | 1.64% | 110,354 | $22.7M | Reduce -4.1% |
| TMO Thermo Fisher Scientific Inc. | 1.61% | 38,449 | $22.3M | Add +0.2% |
| ROP Roper Technologies Inc. | 1.59% | 39,393 | $22.1M | Reduce -2.0% |
| SYK Stryker Corp. | 1.58% | 61,190 | $21.9M | Reduce -1.5% |
| SPGI S&P Global Inc. | 1.57% | 51,353 | $21.8M | Add +2.8% |
| APD Air Products & Chemicals Inc. | 1.51% | 86,622 | $21.0M | Add +3.2% |
| ADBE Adobe Inc. | 1.31% | 36,001 | $18.2M | Add +2.8% |
| ADP Automatic Data Processing | 1.29% | 71,799 | $17.9M | Reduce -2.5% |
| CVX Chevron Corp. | 1.27% | 111,860 | $17.6M | Add +0.5% |
| NEE Nextera Energy Inc. | 1.27% | 275,672 | $17.6M | Add +9.7% |
| NOW ServiceNow Inc. | 1.24% | 22,568 | $17.2M | Add +0.2% |
| NKE Nike Inc. Class B | 1.08% | 159,741 | $15.0M | Reduce -1.6% |
| IDXX Idexx Laboratories Inc. | 1.05% | 27,060 | $14.6M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.02% | 89,874 | $14.2M | Reduce -1.2% |
| ABBV Abbvie Inc. | 1.01% | 77,348 | $14.1M | Reduce -2.5% |
| TER Teradyne Inc. | 0.91% | 111,720 | $12.6M | Add +7.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.89% | 160,804 | $12.4M | Add +7.8% |
| ETN Eaton Corp. PLC | 0.82% | 36,579 | $11.4M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.80% | 68,217 | $11.1M | Reduce -1.3% |
| PEP Pepsico Inc. | 0.76% | 60,651 | $10.6M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.76% | 86,674 | $10.6M | Add +3.1% |
| PANW Palo Alto Networks Inc. | 0.76% | 37,051 | $10.5M | Add +36.3% |
| CVS CVS Health Corp. | 0.75% | 131,305 | $10.5M | Reduce -0.9% |
| XYL Xylem Inc. | 0.74% | 79,940 | $10.3M | Reduce -2.6% |
| LECO Lincoln Electric Holdings | 0.72% | 39,323 | $10.0M | Reduce -2.0% |
| ABT Abbott Laboratories | 0.72% | 87,624 | $10.0M | Reduce -2.2% |
| NSRGY Nestle SA-Spons ADR | 0.71% | 93,097 | $9.9M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 0.69% | 13,102 | $9.6M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.68% | 47,394 | $9.5M | Reduce -3.2% |
| MCD McDonald's Corp. | 0.67% | 33,270 | $9.4M | No change |
| DHR Danaher Corp. | 0.67% | 37,500 | $9.4M | Reduce -1.3% |
| EOG EOG Resources Inc. | 0.67% | 72,726 | $9.3M | Add +15.3% |
| SHW The Sherwin-Williams Co. | 0.66% | 26,591 | $9.2M | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 0.65% | 49,118 | $9.0M | Add +1.5% |
| MDY State Street SPDR S&P Midcap | 0.64% | 16,111 | $9.0M | Reduce -3.8% |
| HD Home Depot Inc. | 0.62% | 22,604 | $8.7M | Reduce -0.9% |
| VXF Vanguard Extended Market ETF | 0.61% | 48,088 | $8.4M | Add +1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.60% | 107,749 | $8.3M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.60% | 55,060 | $8.3M | Reduce -3.3% |
| VRP Invesco Variable Rate Prefer | 0.55% | 322,474 | $7.7M | Reduce -5.2% |
| TEL Te Connectivity Ltd. | 0.54% | 52,059 | $7.6M | Reduce -9.2% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 67,858 | $7.5M | Reduce -0.6% |
| VTIP Vanguard Short-Term Tips | 0.53% | 154,643 | $7.4M | Reduce -1.7% |
| BSV Vanguard Short-Term Bond ETF | 0.52% | 93,517 | $7.2M | Reduce -8.5% |
| JPST JPMorgan Ultra-Short Income | 0.51% | 140,909 | $7.1M | Reduce -10.9% |
| PH Parker Hannifin Corp. | 0.49% | 12,365 | $6.9M | Reduce -9.3% |
| MRK Merck & Co. Inc. | 0.49% | 51,507 | $6.8M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 22,778 | $5.9M | Add +4.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.42% | 46,004 | $5.9M | Reduce -6.2% |
| LOW Lowe's Cos Inc. | 0.42% | 22,738 | $5.8M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.42% | 12,032 | $5.8M | Add +18.3% |
| IVV iShares Core S&P 500 ETF | 0.40% | 10,649 | $5.6M | Add +1.2% |
| HUBB Hubbell Inc. | 0.35% | 11,880 | $4.9M | Reduce -2.2% |
| ADI Analog Devices Inc. | 0.34% | 23,940 | $4.7M | Reduce -1.0% |
| GIS General Mills Inc. | 0.34% | 67,301 | $4.7M | Reduce -6.7% |
| NVDA Nvidia Corp. | 0.33% | 5,066 | $4.6M | Add +8.1% |
| LLY Eli Lilly & Co. | 0.31% | 5,587 | $4.3M | Reduce -6.0% |
| VGSH Vanguard Short-Term Treasury | 0.30% | 72,576 | $4.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 9,370 | $4.2M | Add +0.1% |
| WM Waste Management Inc. | 0.27% | 17,682 | $3.8M | Reduce -3.0% |
| RPM RPM International Inc. | 0.27% | 31,055 | $3.7M | Reduce -5.1% |
| CMCSA Comcast Corp. Class A | 0.26% | 83,676 | $3.6M | Add +6.5% |
| VZ Verizon Communications Inc. | 0.26% | 85,892 | $3.6M | Reduce -0.6% |
| CLX Clorox Company | 0.26% | 23,414 | $3.6M | Add +1.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.26% | 39,630 | $3.6M | Add +17.4% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 57,914 | $3.5M | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 34,223 | $3.5M | Add +52.1% |
| XOM Exxon Mobil Corp. | 0.24% | 28,932 | $3.4M | Reduce -2.1% |
| TT Trane Technologies PLC | 0.24% | 11,104 | $3.3M | Reduce -6.4% |
| FDX FedEx Corp. | 0.24% | 11,442 | $3.3M | No change |
| NSC Norfolk Southern Corp. | 0.23% | 12,680 | $3.2M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.23% | 11,815 | $3.2M | Reduce -0.4% |
| BIV Vanguard Intermediate-Term B | 0.23% | 42,045 | $3.2M | Add +31.8% |
| QCOM Qualcomm Inc. | 0.23% | 18,580 | $3.1M | Reduce -6.5% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 60,785 | $3.0M | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.21% | 47,474 | $2.9M | Reduce -0.1% |
| AXP American Express Co. | 0.19% | 11,580 | $2.6M | Reduce -14.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 10,791 | $2.6M | Reduce -0.1% |
| IBTE iShares Ibonds Dec 2024 Term | 0.19% | 107,505 | $2.6M | Reduce -2.3% |
| MDT Medtronic PLC | 0.18% | 28,832 | $2.5M | Add +1.1% |
| TGT Target Corp. | 0.18% | 14,051 | $2.5M | Reduce -3.1% |
| BDX Becton Dickinson and Co. | 0.18% | 9,938 | $2.5M | Reduce -2.8% |
| AMGN Amgen Inc. | 0.17% | 8,468 | $2.4M | Reduce -0.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 40,888 | $2.4M | Reduce -2.5% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.9% | 4.06% | −0.80 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.31 |
| AMT American Tower Corp. | Reduce -0.6% | 1.84% | −0.27 |
| NKE Nike Inc. Class B | Reduce -1.6% | 1.08% | −0.25 |
| ANSS Ansys Inc. | Reduce -0.2% | 2.42% | −0.23 |
| ROK Rockwell Automation Inc. | Reduce -0.5% | 1.74% | −0.21 |
| UNP Union Pacific Corp. | Reduce -1.4% | 2.35% | −0.14 |
| NSRGY Nestle SA-Spons ADR | Reduce -2.2% | 0.71% | −0.12 |
| DLTR Dollar Tree Inc. | Reduce -34.7% | 0.15% | −0.10 |
| JPST JPMorgan Ultra-Short Income | Reduce -10.9% | 0.51% | −0.09 |
| IDXX Idexx Laboratories Inc. | Reduce -0.5% | 1.05% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.5% | 0.52% | −0.08 |
| SEDG Solaredge Technologies Inc. | Reduce -12.9% | 0.11% | −0.06 |
| TEL Te Connectivity Ltd. | Reduce -9.2% | 0.54% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -2.0% | 1.59% | −0.06 |
| DGS Wisdomtree Em Small Cap | Reduce -52.4% | 0.04% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.2% | 1.02% | −0.05 |
| NEOG Neogen Corp. | Reduce -6.1% | 0.10% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -44.9% | 0.05% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.8% | 0.60% | −0.04 |
| GNRC Generac Holdings Inc. | Reduce -58.5% | 0.02% | −0.04 |
| VRP Invesco Variable Rate Prefer | Reduce -5.2% | 0.55% | −0.04 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.04 |
| CVS CVS Health Corp. | Reduce -0.9% | 0.75% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -1.7% | 0.53% | −0.03 |
| TFLO iShares Treasury Floating Ra | Reduce -15.9% | 0.12% | −0.03 |
| INTC Intel Corp. | Reduce -0.8% | 0.14% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -8.0% | 0.15% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.2% | 0.72% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -16.8% | 0.08% | −0.02 |
| ADI Analog Devices Inc. | Reduce -1.0% | 0.34% | −0.02 |
| PM Philip Morris International | Reduce -13.4% | 0.08% | −0.02 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -7.0% | 0.15% | −0.02 |
| ACN Accenture PLC Class A | Reduce -10.5% | 0.09% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.6% | 0.54% | −0.02 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −0.02 |
| CWT California Water Service Grp | Sold out | 0.00% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -19.1% | 0.06% | −0.01 |
| GIS General Mills Inc. | Reduce -6.7% | 0.34% | −0.01 |
| CATC Cambridge Bancorp | Reduce -26.8% | 0.03% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -32.0% | 0.03% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.9% | 0.14% | −0.01 |
| UPS United Parcel Service Class B | Reduce -15.9% | 0.04% | −0.01 |
| IBTE iShares Ibonds Dec 2024 Term | Reduce -2.3% | 0.19% | −0.01 |
| INTU Intuit Inc. | Reduce -14.3% | 0.07% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.6% | 0.17% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -2.8% | 0.18% | −0.01 |
| FLEX Flex Ltd. | Reduce -25.5% | 0.02% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| DIS The Walt Disney Co. | Add +3.1% | 0.76% | +0.19 |
| CRM Salesforce Inc. | Add +0.2% | 1.98% | +0.18 |
| ETN Eaton Corp. PLC | Add +0.7% | 0.82% | +0.17 |
| NVDA Nvidia Corp. | Add +8.1% | 0.33% | +0.15 |
| PANW Palo Alto Networks Inc. | Add +36.3% | 0.76% | +0.15 |
| MKC McCormick & Co.-Non VTG SHRS | Add +7.8% | 0.89% | +0.12 |
| NEE Nextera Energy Inc. | Add +9.7% | 1.27% | +0.12 |
| EOG EOG Resources Inc. | Add +15.3% | 0.67% | +0.10 |
| TJX TJX Companies Inc. | Add +52.1% | 0.25% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +18.3% | 0.42% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 1.61% | +0.08 |
| TER Teradyne Inc. | Add +7.1% | 0.91% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +31.8% | 0.23% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | Add +0.2% | 1.24% | +0.04 |
| MOAT Vaneck Morningstar Wide Moat | Add +17.4% | 0.26% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.0% | 0.43% | +0.04 |
| NN Nextnav Inc. | Add +25.0% | 0.06% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +1.5% | 0.65% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +1.2% | 0.40% | +0.03 |
| ILMN Illumina Inc. | Add +57.0% | 0.07% | +0.02 |
| CI The Cigna Group | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +0.5% | 1.27% | +0.02 |
| IBM Intl Business Machines Corp. | Add +36.3% | 0.06% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 0.61% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +24.1% | 0.17% | +0.02 |
| VDE Vanguard Energy ETF | New | 0.02% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +2.0% | 0.25% | +0.02 |
| XLE SS Energy Select Sector | New | 0.02% | +0.02 |
| TTD Trade Desk Inc./the Class A | New | 0.02% | +0.02 |
| IWB iShares Russell 1000 ETF | New | 0.01% | +0.01 |
| TRV The Travelers Cos Inc. | New | 0.01% | +0.01 |
| CDW CDW Corp. | New | 0.01% | +0.01 |
| DXCM Dexcom Inc. | New | 0.01% | +0.01 |
| SLB SLB Ltd. | New | 0.01% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +1.3% | 0.15% | +0.01 |
| CLX Clorox Company | Add +1.8% | 0.26% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.30% | +0.01 |
| GATX Gatx Corp. | Add +3.3% | 0.06% | +0.01 |
| MDT Medtronic PLC | Add +1.1% | 0.18% | +0.00 |
| MRNA Moderna Inc. | Add +15.8% | 0.02% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +6.5% | 0.26% | +0.00 |
| KMI Kinder Morgan Inc. | Add +4.5% | 0.04% | +0.00 |
| ZBH Zimmer Biomet Holdings Inc. | Add +0.6% | 0.03% | +0.00 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.2% | 0.02% | +0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +4.4% | 0.13% | −0.00 |
| TYL Tyler Technologies Inc. | Add +1.8% | 0.12% | −0.00 |
| YUMC Yum China Holdings Inc. | Add +5.0% | 0.02% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Add +0.6% | 0.14% | −0.00 |
| STWD Starwood Property Trust Inc. | Add +3.2% | 0.09% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 314 | $1.6B | AAPL, VOO, GOOG, AMZN, MSFT |
| Q1 2026 | 310 | $1.5B | AAPL, GOOG, AMZN, MSFT, VOO |
| Q4 2025 | 310 | $1.6B | AAPL, MSFT, GOOG, AMZN, V |
| Q3 2025 | 296 | $1.6B | AAPL, MSFT, AMZN, GOOG, V |
| Q2 2025 | 285 | $1.5B | MSFT, AAPL, AMZN, V, GOOG |
| Q1 2025 | 280 | $1.4B | AAPL, MSFT, V, AMZN, GOOG |
| Q4 2024 | 274 | $1.5B | AAPL, MSFT, AMZN, V, GOOG |
| Q3 2024 | 276 | $1.5B | AAPL, MSFT, AMZN, V, GOOG |
| Q2 2024 | 265 | $1.4B | AAPL, MSFT, AMZN, GOOG, V |
| Q1 2024 | 264 | $1.4B | MSFT, AAPL, AMZN, V, SPY |