Institutions / Boston Family Office LLC
Boston Family Office LLC
CIK 1039807 · Institution · as of Mar 31, 2026
Portfolio value
$1.50M
Positions
310
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.50M-4.7%Positions
310+0.0%Top holdings
Mar 31, 2026View all 310 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $72.8K | 4.8% |
| Alphabet Inc. | $52.2K | 3.5% |
| Amazon.com Inc | $52.1K | 3.5% |
| Microsoft Corp | $50.7K | 3.4% |
| Vanguard S&P 500 ETF | $47.6K | 3.2% |
| Visa Inc | $40.2K | 2.7% |
| Union Pacific Corp | $29.7K | 2.0% |
| NVIDIA Corp | $28.9K | 1.9% |
| SPDR S&P 500 ETF Trust | $28.7K | 1.9% |
| Warren E. Buffett | $27.1K | 1.8% |
| Nextera Energy Inc | $24.6K | 1.6% |
| S&P Global Inc. | $24.4K | 1.6% |
| Stryker Corp | $24.3K | 1.6% |
| Ecolab Inc. | $23.8K | 1.6% |
| Rockwell Automation Inc | $23.3K | 1.5% |
| Palo Alto Networks Inc | $22.1K | 1.5% |
| Chevron Corp | $21.5K | 1.4% |
| Air Products & Chemicals, Inc. | $21.0K | 1.4% |
| American Tower Corp | $20.7K | 1.4% |
| Iqvia Holdings Inc. | $19.9K | 1.3% |
| Thermo Fisher Scientific Inc. | $19.8K | 1.3% |
| Aptargroup, Inc. | $18.9K | 1.3% |
| ELI LILLY & Co | $17.3K | 1.2% |
| Marsh & McLennan Companies, Inc. | $16.9K | 1.1% |
| Johnson & Johnson | $16.8K | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 922908363 Common stock | $11.2K | +19K +30.67% | 79,715 3.17% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-6.0K | -21K -10.36% | 181,865 3.47% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-4.2K | -7K -12.84% | 44,183 1.91% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $3.8K | +22K +14.94% | 165,659 1.92% of portfolio | low |
| Q1 2026 as of | Add | Parker-Hannifin Corp Common stock | $2.9K | +3K +29.19% | 14,545 0.87% of portfolio | low |
| Q1 2026 as of | New | L8681T102 Common stock | $2.9K | +6K | 6,053 0.20% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $2.6K | +5K +26.51% | 22,027 0.84% of portfolio | low |
| Q1 2026 as of | Trim | Rockwell Automation Inc Common stock | $-2.5K | -7K -9.85% | 64,894 1.55% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $2.3K | +24K +34.62% | 93,366 0.60% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $2.3K | +14K +11.50% | 137,689 1.47% of portfolio | low |