Filed: 11/12/2025ACC: 0001039807-25-000013
📋 What this filing means
BOSTON FAMILY OFFICE LLC filed this quarterly 13F‑HR report disclosing 296 equity positions with a total reported market value of $1.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
296
Positions
$1.57M
Total AUM (reported)
9.50M
Total Shares
Allocation by class
COM$1.04M66.2%
CAP STK CL C$50.7K3.2%
COM CL A$47.9K3.0%
CL A$47.7K3.0%
S&P 500 ETF SHS$35.2K2.2%
TR UNIT$33.1K2.1%
CL B NEW$29.6K1.9%
Portfolio Concentration
Top 3$203.7K13.0%
4–10$251.9K16.0%
11–25$347.3K22.1%
Rest$768.2K48.9%
Top 3 weight
13.0%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 9.50M
Sole
Full voting authority
9.50M
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)
Sole296
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings296
Rows:
Apple Inc.
SOLEShares294.83K
TypeSH
Market value$75.1K
4.78%
Sole
294.83K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares139.57K
TypeSH
Market value$72.3K
4.60%
Sole
139.57K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares256.72K
TypeSH
Market value$56.4K
3.59%
Sole
256.72K
Shared
0.00
None
0.00
Alphabet Inc. Class C
SOLEShares208.26K
TypeSH
Market value$50.7K
3.23%
Sole
208.26K
Shared
0.00
None
0.00
Visa Inc. Class A
SOLEShares137.97K
TypeSH
Market value$47.1K
3.00%
Sole
137.97K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares57.43K
TypeSH
Market value$35.2K
2.24%
Sole
57.43K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares48.99K
TypeSH
Market value$32.6K
2.08%
Sole
48.99K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares126.51K
TypeSH
Market value$29.9K
1.90%
Sole
126.51K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares58.96K
TypeSH
Market value$29.6K
1.89%
Sole
58.96K
Shared
0.00
None
0.00
S&P Global, Inc.
SOLEShares54.97K
TypeSH
Market value$26.8K
1.70%
Sole
54.97K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares140.99K
TypeSH
Market value$26.3K
1.67%
Sole
140.99K
Shared
0.00
None
0.00
Rockwell Automation, Inc.
SOLEShares74.55K
TypeSH
Market value$26.1K
1.66%
Sole
74.55K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares94.55K
TypeSH
Market value$25.9K
1.65%
Sole
94.55K
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares66.39K
TypeSH
Market value$24.5K
1.56%
Sole
66.39K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares118.66K
TypeSH
Market value$24.2K
1.54%
Sole
118.66K
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares26.10K
TypeSH
Market value$24.0K
1.53%
Sole
26.10K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares123.31K
TypeSH
Market value$23.7K
1.51%
Sole
123.31K
Shared
0.00
None
0.00
Iqvia Holdings Inc
SOLEShares120.23K
TypeSH
Market value$22.8K
1.45%
Sole
120.23K
Shared
0.00
None
0.00
Air Products and Chemicals, Inc.
SOLEShares81.55K
TypeSH
Market value$22.2K
1.42%
Sole
81.55K
Shared
0.00
None
0.00
Marsh & McLennan Companies, Inc.
SOLEShares108.93K
TypeSH
Market value$21.9K
1.40%
Sole
108.93K
Shared
0.00
None
0.00
Automatic Data Processing, Inc.
SOLEShares73.92K
TypeSH
Market value$21.7K
1.38%
Sole
73.92K
Shared
0.00
None
0.00
Aptargroup, Inc.
SOLEShares159.28K
TypeSH
Market value$21.3K
1.36%
Sole
159.28K
Shared
0.00
None
0.00
Salesforce, Inc.
SOLEShares89.17K
TypeSH
Market value$21.1K
1.35%
Sole
89.17K
Shared
0.00
None
0.00
NextEra Energy, Inc.
SOLEShares277.25K
TypeSH
Market value$20.9K
1.33%
Sole
277.25K
Shared
0.00
None
0.00
Roper Technologies, Inc.
SOLEShares41.15K
TypeSH
Market value$20.5K
1.31%
Sole
41.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | COM | 294.83K | SH | $75.1K 4.78% | 294.83K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 139.57K | SH | $72.3K 4.60% | 139.57K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 256.72K | SH | $56.4K 3.59% | 256.72K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | CAP STK CL C | 208.26K | SH | $50.7K 3.23% | 208.26K | 0.00 | 0.00 |
Visa Inc. Class ASOLE | COM CL A | 137.97K | SH | $47.1K 3.00% | 137.97K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 57.43K | SH | $35.2K 2.24% | 57.43K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 48.99K | SH | $32.6K 2.08% | 48.99K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | COM | 126.51K | SH | $29.9K 1.90% | 126.51K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | CL B NEW | 58.96K | SH | $29.6K 1.89% | 58.96K | 0.00 | 0.00 |
S&P Global, Inc.SOLE | COM | 54.97K | SH | $26.8K 1.70% | 54.97K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 140.99K | SH | $26.3K 1.67% | 140.99K | 0.00 | 0.00 |
Rockwell Automation, Inc.SOLE | COM | 74.55K | SH | $26.1K 1.66% | 74.55K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 94.55K | SH | $25.9K 1.65% | 94.55K | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 66.39K | SH | $24.5K 1.56% | 66.39K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | COM | 118.66K | SH | $24.2K 1.54% | 118.66K | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | COM | 26.10K | SH | $24.0K 1.53% | 26.10K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 123.31K | SH | $23.7K 1.51% | 123.31K | 0.00 | 0.00 |
Iqvia Holdings IncSOLE | COM | 120.23K | SH | $22.8K 1.45% | 120.23K | 0.00 | 0.00 |
Air Products and Chemicals, Inc.SOLE | COM | 81.55K | SH | $22.2K 1.42% | 81.55K | 0.00 | 0.00 |
Marsh & McLennan Companies, Inc.SOLE | COM | 108.93K | SH | $21.9K 1.40% | 108.93K | 0.00 | 0.00 |
Automatic Data Processing, Inc.SOLE | COM | 73.92K | SH | $21.7K 1.38% | 73.92K | 0.00 | 0.00 |
Aptargroup, Inc.SOLE | COM | 159.28K | SH | $21.3K 1.36% | 159.28K | 0.00 | 0.00 |
Salesforce, Inc.SOLE | COM | 89.17K | SH | $21.1K 1.35% | 89.17K | 0.00 | 0.00 |
NextEra Energy, Inc.SOLE | COM | 277.25K | SH | $20.9K 1.33% | 277.25K | 0.00 | 0.00 |
Roper Technologies, Inc.SOLE | COM | 41.15K | SH | $20.5K 1.31% | 41.15K | 0.00 | 0.00 |
Page 1 of 12
…