Filed: 5/13/2025ACC: 0001039807-25-000004
📋 What this filing means
BOSTON FAMILY OFFICE LLC filed this quarterly 13F‑HR report disclosing 281 equity positions with a total reported market value of $1.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
281
Positions
$1.41M
Total AUM (reported)
9.29M
Total Shares
Allocation by class
COM$970.1K68.7%
COM CL A$48.8K3.5%
CL A$36.1K2.6%
CAP STK CL C$32.6K2.3%
CL B NEW$31.7K2.2%
S&P 500 ETF SHS$28.3K2.0%
TR UNIT$28.0K2.0%
Portfolio Concentration
Top 3$166.2K11.8%
4–10$226.8K16.1%
11–25$348.7K24.7%
Rest$670.8K47.5%
Top 3 weight
11.8%
Top 10 weight
27.8%
Voting Authority Distribution
Total shares with voting rights: 9.29M
Sole
Full voting authority
9.29M
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)
Sole281
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings281
Rows:
Apple Inc.
SOLEShares297.78K
TypeSH
Market value$66.1K
4.68%
Sole
297.78K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares138.39K
TypeSH
Market value$52.0K
3.68%
Sole
138.39K
Shared
0.00
None
0.00
Visa Inc. Class A
SOLEShares137.38K
TypeSH
Market value$48.1K
3.41%
Sole
137.38K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares247.90K
TypeSH
Market value$47.2K
3.34%
Sole
247.90K
Shared
0.00
None
0.00
Alphabet Inc. Class C
SOLEShares208.65K
TypeSH
Market value$32.6K
2.31%
Sole
208.65K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares59.52K
TypeSH
Market value$31.7K
2.24%
Sole
59.52K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares126.90K
TypeSH
Market value$30.0K
2.12%
Sole
126.90K
Shared
0.00
None
0.00
ANSYS, Inc.
SOLEShares93.18K
TypeSH
Market value$29.5K
2.09%
Sole
93.18K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares54.99K
TypeSH
Market value$28.3K
2.00%
Sole
54.99K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares49.41K
TypeSH
Market value$27.6K
1.96%
Sole
49.41K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares126.58K
TypeSH
Market value$27.5K
1.95%
Sole
126.58K
Shared
0.00
None
0.00
S&P Global, Inc.
SOLEShares52.71K
TypeSH
Market value$26.8K
1.90%
Sole
52.71K
Shared
0.00
None
0.00
Marsh & McLennan Companies, Inc.
SOLEShares105.50K
TypeSH
Market value$25.7K
1.82%
Sole
105.50K
Shared
0.00
None
0.00
Air Products and Chemicals, Inc.
SOLEShares84.81K
TypeSH
Market value$25.0K
1.77%
Sole
84.81K
Shared
0.00
None
0.00
Aptargroup, Inc.
SOLEShares166.53K
TypeSH
Market value$24.7K
1.75%
Sole
166.53K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares96.68K
TypeSH
Market value$24.5K
1.74%
Sole
96.68K
Shared
0.00
None
0.00
Salesforce, Inc.
SOLEShares90.03K
TypeSH
Market value$24.2K
1.71%
Sole
90.03K
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares64.51K
TypeSH
Market value$24.0K
1.70%
Sole
64.51K
Shared
0.00
None
0.00
Iqvia Holdings Inc
SOLEShares134.15K
TypeSH
Market value$23.7K
1.67%
Sole
134.15K
Shared
0.00
None
0.00
Automatic Data Processing, Inc.
SOLEShares72.13K
TypeSH
Market value$22.0K
1.56%
Sole
72.13K
Shared
0.00
None
0.00
Roper Technologies, Inc.
SOLEShares36.05K
TypeSH
Market value$21.3K
1.50%
Sole
36.05K
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares25.41K
TypeSH
Market value$20.2K
1.43%
Sole
25.41K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc.
SOLEShares40K
TypeSH
Market value$19.9K
1.41%
Sole
40K
Shared
0.00
None
0.00
NextEra Energy, Inc.
SOLEShares277.63K
TypeSH
Market value$19.7K
1.39%
Sole
277.63K
Shared
0.00
None
0.00
Rockwell Automation, Inc.
SOLEShares75.50K
TypeSH
Market value$19.5K
1.38%
Sole
75.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | COM | 297.78K | SH | $66.1K 4.68% | 297.78K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 138.39K | SH | $52.0K 3.68% | 138.39K | 0.00 | 0.00 |
Visa Inc. Class ASOLE | COM CL A | 137.38K | SH | $48.1K 3.41% | 137.38K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 247.90K | SH | $47.2K 3.34% | 247.90K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | CAP STK CL C | 208.65K | SH | $32.6K 2.31% | 208.65K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | CL B NEW | 59.52K | SH | $31.7K 2.24% | 59.52K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | COM | 126.90K | SH | $30.0K 2.12% | 126.90K | 0.00 | 0.00 |
ANSYS, Inc.SOLE | COM | 93.18K | SH | $29.5K 2.09% | 93.18K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 54.99K | SH | $28.3K 2.00% | 54.99K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 49.41K | SH | $27.6K 1.96% | 49.41K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 126.58K | SH | $27.5K 1.95% | 126.58K | 0.00 | 0.00 |
S&P Global, Inc.SOLE | COM | 52.71K | SH | $26.8K 1.90% | 52.71K | 0.00 | 0.00 |
Marsh & McLennan Companies, Inc.SOLE | COM | 105.50K | SH | $25.7K 1.82% | 105.50K | 0.00 | 0.00 |
Air Products and Chemicals, Inc.SOLE | COM | 84.81K | SH | $25.0K 1.77% | 84.81K | 0.00 | 0.00 |
Aptargroup, Inc.SOLE | COM | 166.53K | SH | $24.7K 1.75% | 166.53K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 96.68K | SH | $24.5K 1.74% | 96.68K | 0.00 | 0.00 |
Salesforce, Inc.SOLE | COM | 90.03K | SH | $24.2K 1.71% | 90.03K | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 64.51K | SH | $24.0K 1.70% | 64.51K | 0.00 | 0.00 |
Iqvia Holdings IncSOLE | COM | 134.15K | SH | $23.7K 1.67% | 134.15K | 0.00 | 0.00 |
Automatic Data Processing, Inc.SOLE | COM | 72.13K | SH | $22.0K 1.56% | 72.13K | 0.00 | 0.00 |
Roper Technologies, Inc.SOLE | COM | 36.05K | SH | $21.3K 1.50% | 36.05K | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | COM | 25.41K | SH | $20.2K 1.43% | 25.41K | 0.00 | 0.00 |
Thermo Fisher Scientific Inc.SOLE | COM | 40K | SH | $19.9K 1.41% | 40K | 0.00 | 0.00 |
NextEra Energy, Inc.SOLE | COM | 277.63K | SH | $19.7K 1.39% | 277.63K | 0.00 | 0.00 |
Rockwell Automation, Inc.SOLE | COM | 75.50K | SH | $19.5K 1.38% | 75.50K | 0.00 | 0.00 |
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