Filed: 2/12/2025ACC: 0001039807-25-000002
📋 What this filing means
BOSTON FAMILY OFFICE LLC filed this quarterly 13F‑HR report disclosing 275 equity positions with a total reported market value of $1.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
275
Positions
$1.46M
Total AUM (reported)
9.45M
Total Shares
Allocation by class
COM$1.00M68.8%
COM CL A$44.9K3.1%
CL A$41.8K2.9%
CAP STK CL C$39.7K2.7%
TR UNIT$30.4K2.1%
CL B NEW$27.7K1.9%
S&P 500 ETF SHS$23.7K1.6%
Portfolio Concentration
Top 3$190.5K13.1%
4–10$233.6K16.0%
11–25$350.7K24.1%
Rest$681.5K46.8%
Top 3 weight
13.1%
Top 10 weight
29.1%
Voting Authority Distribution
Total shares with voting rights: 9.45M
Sole
Full voting authority
9.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole275
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings275
Rows:
Apple Inc.
SOLEShares317.19K
TypeSH
Market value$79.4K
5.45%
Sole
317.19K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares135.31K
TypeSH
Market value$57.0K
3.92%
Sole
135.31K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares246.25K
TypeSH
Market value$54.0K
3.71%
Sole
246.25K
Shared
0.00
None
0.00
Visa Inc. Class A
SOLEShares138.87K
TypeSH
Market value$43.9K
3.01%
Sole
138.87K
Shared
0.00
None
0.00
Alphabet Inc. Class C
SOLEShares208.45K
TypeSH
Market value$39.7K
2.73%
Sole
208.45K
Shared
0.00
None
0.00
ANSYS, Inc.
SOLEShares94.99K
TypeSH
Market value$32.0K
2.20%
Sole
94.99K
Shared
0.00
None
0.00
Salesforce, Inc.
SOLEShares91.31K
TypeSH
Market value$30.5K
2.10%
Sole
91.31K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares51.34K
TypeSH
Market value$30.1K
2.07%
Sole
51.34K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares130.14K
TypeSH
Market value$29.7K
2.04%
Sole
130.14K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares61.11K
TypeSH
Market value$27.7K
1.90%
Sole
61.11K
Shared
0.00
None
0.00
Aptargroup, Inc.
SOLEShares172.45K
TypeSH
Market value$27.1K
1.86%
Sole
172.45K
Shared
0.00
None
0.00
Iqvia Holdings Inc
SOLEShares134.94K
TypeSH
Market value$26.5K
1.82%
Sole
134.94K
Shared
0.00
None
0.00
S&P Global, Inc.
SOLEShares52.78K
TypeSH
Market value$26.3K
1.81%
Sole
52.78K
Shared
0.00
None
0.00
Air Products and Chemicals, Inc.
SOLEShares86.36K
TypeSH
Market value$25.0K
1.72%
Sole
86.36K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares43.91K
TypeSH
Market value$23.7K
1.62%
Sole
43.91K
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares22.27K
TypeSH
Market value$23.6K
1.62%
Sole
22.27K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares127.57K
TypeSH
Market value$23.4K
1.61%
Sole
127.57K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares98.81K
TypeSH
Market value$23.2K
1.59%
Sole
98.81K
Shared
0.00
None
0.00
Zebra Technologies Corporation Class A
SOLEShares58.95K
TypeSH
Market value$22.8K
1.56%
Sole
58.95K
Shared
0.00
None
0.00
Marsh & McLennan Companies, Inc.
SOLEShares107.16K
TypeSH
Market value$22.8K
1.56%
Sole
107.16K
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares62.40K
TypeSH
Market value$22.5K
1.54%
Sole
62.40K
Shared
0.00
None
0.00
Rockwell Automation, Inc.
SOLEShares77.63K
TypeSH
Market value$22.2K
1.52%
Sole
77.63K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc.
SOLEShares40.17K
TypeSH
Market value$20.9K
1.44%
Sole
40.17K
Shared
0.00
None
0.00
Automatic Data Processing, Inc.
SOLEShares70.57K
TypeSH
Market value$20.7K
1.42%
Sole
70.57K
Shared
0.00
None
0.00
NextEra Energy, Inc.
SOLEShares281.91K
TypeSH
Market value$20.2K
1.39%
Sole
281.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | COM | 317.19K | SH | $79.4K 5.45% | 317.19K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 135.31K | SH | $57.0K 3.92% | 135.31K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 246.25K | SH | $54.0K 3.71% | 246.25K | 0.00 | 0.00 |
Visa Inc. Class ASOLE | COM CL A | 138.87K | SH | $43.9K 3.01% | 138.87K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | CAP STK CL C | 208.45K | SH | $39.7K 2.73% | 208.45K | 0.00 | 0.00 |
ANSYS, Inc.SOLE | COM | 94.99K | SH | $32.0K 2.20% | 94.99K | 0.00 | 0.00 |
Salesforce, Inc.SOLE | COM | 91.31K | SH | $30.5K 2.10% | 91.31K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 51.34K | SH | $30.1K 2.07% | 51.34K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | COM | 130.14K | SH | $29.7K 2.04% | 130.14K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | CL B NEW | 61.11K | SH | $27.7K 1.90% | 61.11K | 0.00 | 0.00 |
Aptargroup, Inc.SOLE | COM | 172.45K | SH | $27.1K 1.86% | 172.45K | 0.00 | 0.00 |
Iqvia Holdings IncSOLE | COM | 134.94K | SH | $26.5K 1.82% | 134.94K | 0.00 | 0.00 |
S&P Global, Inc.SOLE | COM | 52.78K | SH | $26.3K 1.81% | 52.78K | 0.00 | 0.00 |
Air Products and Chemicals, Inc.SOLE | COM | 86.36K | SH | $25.0K 1.72% | 86.36K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 43.91K | SH | $23.7K 1.62% | 43.91K | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | COM | 22.27K | SH | $23.6K 1.62% | 22.27K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 127.57K | SH | $23.4K 1.61% | 127.57K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 98.81K | SH | $23.2K 1.59% | 98.81K | 0.00 | 0.00 |
Zebra Technologies Corporation Class ASOLE | CL A | 58.95K | SH | $22.8K 1.56% | 58.95K | 0.00 | 0.00 |
Marsh & McLennan Companies, Inc.SOLE | COM | 107.16K | SH | $22.8K 1.56% | 107.16K | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 62.40K | SH | $22.5K 1.54% | 62.40K | 0.00 | 0.00 |
Rockwell Automation, Inc.SOLE | COM | 77.63K | SH | $22.2K 1.52% | 77.63K | 0.00 | 0.00 |
Thermo Fisher Scientific Inc.SOLE | COM | 40.17K | SH | $20.9K 1.44% | 40.17K | 0.00 | 0.00 |
Automatic Data Processing, Inc.SOLE | COM | 70.57K | SH | $20.7K 1.42% | 70.57K | 0.00 | 0.00 |
NextEra Energy, Inc.SOLE | COM | 281.91K | SH | $20.2K 1.39% | 281.91K | 0.00 | 0.00 |
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