Filed: 2/13/2026ACC: 0001039807-26-000002
📋 What this filing means
BOSTON FAMILY OFFICE LLC filed this quarterly 13F‑HR report disclosing 310 equity positions with a total reported market value of $1.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
310
Positions
$1.58M
Total AUM (reported)
9.80M
Total Shares
Allocation by class
COM$1.02M64.9%
CAP STK CL C$63.7K4.0%
COM CL A$49.4K3.1%
CL A$43.3K2.7%
S&P 500 ETF SHS$38.3K2.4%
TR UNIT$35.1K2.2%
CL B NEW$30.4K1.9%
Portfolio Concentration
Top 3$208.3K13.2%
4–10$269.2K17.1%
11–25$343.6K21.8%
Rest$756.0K47.9%
Top 3 weight
13.2%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 9.80M
Sole
Full voting authority
9.80M
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)
Sole310
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings310
Rows:
Apple Inc.
SOLEShares286.43K
TypeSH
Market value$77.9K
4.94%
Sole
286.43K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares137.97K
TypeSH
Market value$66.7K
4.23%
Sole
137.97K
Shared
0.00
None
0.00
Alphabet Inc. Class C
SOLEShares202.88K
TypeSH
Market value$63.7K
4.04%
Sole
202.88K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares258.65K
TypeSH
Market value$59.7K
3.79%
Sole
258.65K
Shared
0.00
None
0.00
Visa Inc. Class A
SOLEShares138.22K
TypeSH
Market value$48.5K
3.07%
Sole
138.22K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares61.01K
TypeSH
Market value$38.3K
2.43%
Sole
61.01K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares50.69K
TypeSH
Market value$34.6K
2.19%
Sole
50.69K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares60.55K
TypeSH
Market value$30.4K
1.93%
Sole
60.55K
Shared
0.00
None
0.00
S&P Global, Inc.
SOLEShares55.70K
TypeSH
Market value$29.1K
1.85%
Sole
55.70K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares123.91K
TypeSH
Market value$28.7K
1.82%
Sole
123.91K
Shared
0.00
None
0.00
Rockwell Automation, Inc.
SOLEShares71.98K
TypeSH
Market value$28.0K
1.78%
Sole
71.98K
Shared
0.00
None
0.00
Iqvia Holdings Inc
SOLEShares120.22K
TypeSH
Market value$27.1K
1.72%
Sole
120.22K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares144.13K
TypeSH
Market value$26.9K
1.70%
Sole
144.13K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares94.13K
TypeSH
Market value$24.7K
1.57%
Sole
94.13K
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares69.38K
TypeSH
Market value$24.4K
1.55%
Sole
69.38K
Shared
0.00
None
0.00
Salesforce, Inc.
SOLEShares89.44K
TypeSH
Market value$23.7K
1.50%
Sole
89.44K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc.
SOLEShares40.11K
TypeSH
Market value$23.2K
1.47%
Sole
40.11K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares123.49K
TypeSH
Market value$22.7K
1.44%
Sole
123.49K
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares146.98K
TypeSH
Market value$22.5K
1.43%
Sole
146.98K
Shared
0.00
None
0.00
NextEra Energy, Inc.
SOLEShares271.28K
TypeSH
Market value$21.8K
1.38%
Sole
271.28K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares122.17K
TypeSH
Market value$21.4K
1.36%
Sole
122.17K
Shared
0.00
None
0.00
Eli Lilly and Company
SOLEShares18.94K
TypeSH
Market value$20.4K
1.29%
Sole
18.94K
Shared
0.00
None
0.00
Aptargroup, Inc.
SOLEShares157.62K
TypeSH
Market value$19.2K
1.22%
Sole
157.62K
Shared
0.00
None
0.00
Automatic Data Processing, Inc.
SOLEShares73.64K
TypeSH
Market value$18.9K
1.20%
Sole
73.64K
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares59.47K
TypeSH
Market value$18.6K
1.18%
Sole
59.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | COM | 286.43K | SH | $77.9K 4.94% | 286.43K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 137.97K | SH | $66.7K 4.23% | 137.97K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | CAP STK CL C | 202.88K | SH | $63.7K 4.04% | 202.88K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 258.65K | SH | $59.7K 3.79% | 258.65K | 0.00 | 0.00 |
Visa Inc. Class ASOLE | COM CL A | 138.22K | SH | $48.5K 3.07% | 138.22K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 61.01K | SH | $38.3K 2.43% | 61.01K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 50.69K | SH | $34.6K 2.19% | 50.69K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | CL B NEW | 60.55K | SH | $30.4K 1.93% | 60.55K | 0.00 | 0.00 |
S&P Global, Inc.SOLE | COM | 55.70K | SH | $29.1K 1.85% | 55.70K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | COM | 123.91K | SH | $28.7K 1.82% | 123.91K | 0.00 | 0.00 |
Rockwell Automation, Inc.SOLE | COM | 71.98K | SH | $28.0K 1.78% | 71.98K | 0.00 | 0.00 |
Iqvia Holdings IncSOLE | COM | 120.22K | SH | $27.1K 1.72% | 120.22K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 144.13K | SH | $26.9K 1.70% | 144.13K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 94.13K | SH | $24.7K 1.57% | 94.13K | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 69.38K | SH | $24.4K 1.55% | 69.38K | 0.00 | 0.00 |
Salesforce, Inc.SOLE | COM | 89.44K | SH | $23.7K 1.50% | 89.44K | 0.00 | 0.00 |
Thermo Fisher Scientific Inc.SOLE | COM | 40.11K | SH | $23.2K 1.47% | 40.11K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | COM | 123.49K | SH | $22.7K 1.44% | 123.49K | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | COM | 146.98K | SH | $22.5K 1.43% | 146.98K | 0.00 | 0.00 |
NextEra Energy, Inc.SOLE | COM | 271.28K | SH | $21.8K 1.38% | 271.28K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 122.17K | SH | $21.4K 1.36% | 122.17K | 0.00 | 0.00 |
Eli Lilly and CompanySOLE | COM | 18.94K | SH | $20.4K 1.29% | 18.94K | 0.00 | 0.00 |
Aptargroup, Inc.SOLE | COM | 157.62K | SH | $19.2K 1.22% | 157.62K | 0.00 | 0.00 |
Automatic Data Processing, Inc.SOLE | COM | 73.64K | SH | $18.9K 1.20% | 73.64K | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | CAP STK CL A | 59.47K | SH | $18.6K 1.18% | 59.47K | 0.00 | 0.00 |
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