Filed: 8/13/2025ACC: 0001039807-25-000006
📋 What this filing means
BOSTON FAMILY OFFICE LLC filed this quarterly 13F‑HR report disclosing 286 equity positions with a total reported market value of $1.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
286
Positions
$1.51M
Total AUM (reported)
9.45M
Total Shares
Allocation by class
COM$1.02M67.8%
COM CL A$49.9K3.3%
CL A$40.1K2.7%
CAP STK CL C$37.1K2.5%
S&P 500 ETF SHS$32.4K2.2%
TR UNIT$30.7K2.0%
CL B NEW$28.7K1.9%
Portfolio Concentration
Top 3$187.3K12.4%
4–10$239.2K15.9%
11–25$361.6K24.0%
Rest$717.6K47.7%
Top 3 weight
12.4%
Top 10 weight
28.3%
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)
Sole286
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings286
Rows:
Microsoft Corporation
SOLEShares140.08K
TypeSH
Market value$69.7K
4.63%
Sole
140.08K
Shared
0.00
None
0.00
Apple Inc.
SOLEShares297.99K
TypeSH
Market value$61.1K
4.06%
Sole
297.99K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares257.64K
TypeSH
Market value$56.5K
3.75%
Sole
257.64K
Shared
0.00
None
0.00
Visa Inc. Class A
SOLEShares138.68K
TypeSH
Market value$49.2K
3.27%
Sole
138.68K
Shared
0.00
None
0.00
Alphabet Inc. Class C
SOLEShares208.93K
TypeSH
Market value$37.1K
2.46%
Sole
208.93K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares57.06K
TypeSH
Market value$32.4K
2.15%
Sole
57.06K
Shared
0.00
None
0.00
ANSYS, Inc.
SOLEShares92.07K
TypeSH
Market value$32.3K
2.15%
Sole
92.07K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares49.11K
TypeSH
Market value$30.3K
2.02%
Sole
49.11K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares126.67K
TypeSH
Market value$29.1K
1.94%
Sole
126.67K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares59.04K
TypeSH
Market value$28.7K
1.90%
Sole
59.04K
Shared
0.00
None
0.00
S&P Global, Inc.
SOLEShares53.18K
TypeSH
Market value$28.0K
1.86%
Sole
53.18K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares125.85K
TypeSH
Market value$27.8K
1.85%
Sole
125.85K
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares25.85K
TypeSH
Market value$26.6K
1.76%
Sole
25.85K
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares66.39K
TypeSH
Market value$26.3K
1.74%
Sole
66.39K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares96.57K
TypeSH
Market value$26.0K
1.73%
Sole
96.57K
Shared
0.00
None
0.00
Aptargroup, Inc.
SOLEShares163.14K
TypeSH
Market value$25.5K
1.69%
Sole
163.14K
Shared
0.00
None
0.00
Rockwell Automation, Inc.
SOLEShares76.05K
TypeSH
Market value$25.3K
1.68%
Sole
76.05K
Shared
0.00
None
0.00
Salesforce, Inc.
SOLEShares89.91K
TypeSH
Market value$24.5K
1.63%
Sole
89.91K
Shared
0.00
None
0.00
Air Products and Chemicals, Inc.
SOLEShares83.52K
TypeSH
Market value$23.6K
1.56%
Sole
83.52K
Shared
0.00
None
0.00
Marsh & McLennan Companies, Inc.
SOLEShares105.29K
TypeSH
Market value$23.0K
1.53%
Sole
105.29K
Shared
0.00
None
0.00
Automatic Data Processing, Inc.
SOLEShares73.67K
TypeSH
Market value$22.7K
1.51%
Sole
73.67K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares110.51K
TypeSH
Market value$22.6K
1.50%
Sole
110.51K
Shared
0.00
None
0.00
Roper Technologies, Inc.
SOLEShares35.47K
TypeSH
Market value$20.1K
1.34%
Sole
35.47K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares127.25K
TypeSH
Market value$20.1K
1.34%
Sole
127.25K
Shared
0.00
None
0.00
Iqvia Holdings Inc
SOLEShares124.01K
TypeSH
Market value$19.5K
1.30%
Sole
124.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 140.08K | SH | $69.7K 4.63% | 140.08K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 297.99K | SH | $61.1K 4.06% | 297.99K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 257.64K | SH | $56.5K 3.75% | 257.64K | 0.00 | 0.00 |
Visa Inc. Class ASOLE | COM CL A | 138.68K | SH | $49.2K 3.27% | 138.68K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | CAP STK CL C | 208.93K | SH | $37.1K 2.46% | 208.93K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 57.06K | SH | $32.4K 2.15% | 57.06K | 0.00 | 0.00 |
ANSYS, Inc.SOLE | COM | 92.07K | SH | $32.3K 2.15% | 92.07K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 49.11K | SH | $30.3K 2.02% | 49.11K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | COM | 126.67K | SH | $29.1K 1.94% | 126.67K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | CL B NEW | 59.04K | SH | $28.7K 1.90% | 59.04K | 0.00 | 0.00 |
S&P Global, Inc.SOLE | COM | 53.18K | SH | $28.0K 1.86% | 53.18K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 125.85K | SH | $27.8K 1.85% | 125.85K | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | COM | 25.85K | SH | $26.6K 1.76% | 25.85K | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 66.39K | SH | $26.3K 1.74% | 66.39K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 96.57K | SH | $26.0K 1.73% | 96.57K | 0.00 | 0.00 |
Aptargroup, Inc.SOLE | COM | 163.14K | SH | $25.5K 1.69% | 163.14K | 0.00 | 0.00 |
Rockwell Automation, Inc.SOLE | COM | 76.05K | SH | $25.3K 1.68% | 76.05K | 0.00 | 0.00 |
Salesforce, Inc.SOLE | COM | 89.91K | SH | $24.5K 1.63% | 89.91K | 0.00 | 0.00 |
Air Products and Chemicals, Inc.SOLE | COM | 83.52K | SH | $23.6K 1.56% | 83.52K | 0.00 | 0.00 |
Marsh & McLennan Companies, Inc.SOLE | COM | 105.29K | SH | $23.0K 1.53% | 105.29K | 0.00 | 0.00 |
Automatic Data Processing, Inc.SOLE | COM | 73.67K | SH | $22.7K 1.51% | 73.67K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | COM | 110.51K | SH | $22.6K 1.50% | 110.51K | 0.00 | 0.00 |
Roper Technologies, Inc.SOLE | COM | 35.47K | SH | $20.1K 1.34% | 35.47K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 127.25K | SH | $20.1K 1.34% | 127.25K | 0.00 | 0.00 |
Iqvia Holdings IncSOLE | COM | 124.01K | SH | $19.5K 1.30% | 124.01K | 0.00 | 0.00 |
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