Filed: 5/13/2026ACC: 0001039807-26-000004
📋 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 $1.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
310
Positions
$1.50M
Total AUM (reported)
9.95M
Total Shares
Allocation by class
COM$960.3K63.9%
CAP STK CL C$52.2K3.5%
S&P 500 ETF SHS$47.6K3.2%
COM CL A$41.0K2.7%
CL A$40.5K2.7%
TR UNIT$29.3K2.0%
CL B NEW$27.1K1.8%
Portfolio Concentration
Top 3$177.1K11.8%
4–10$253.0K16.8%
11–25$315.3K21.0%
Rest$757.6K50.4%
Top 3 weight
11.8%
Top 10 weight
28.6%
Voting Authority Distribution
Total shares with voting rights: 9.95M
Sole
Full voting authority
9.95M
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.
SOLEShares286.94K
TypeSH
Market value$72.8K
4.85%
Sole
286.94K
Shared
0.00
None
0.00
Alphabet Inc. Class C
SOLEShares181.87K
TypeSH
Market value$52.2K
3.47%
Sole
181.87K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares250.18K
TypeSH
Market value$52.1K
3.47%
Sole
250.18K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares136.97K
TypeSH
Market value$50.7K
3.37%
Sole
136.97K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares79.72K
TypeSH
Market value$47.6K
3.17%
Sole
79.72K
Shared
0.00
None
0.00
Visa Inc. Class A
SOLEShares133.08K
TypeSH
Market value$40.2K
2.68%
Sole
133.08K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares122.50K
TypeSH
Market value$29.7K
1.98%
Sole
122.50K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares165.66K
TypeSH
Market value$28.9K
1.92%
Sole
165.66K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares44.18K
TypeSH
Market value$28.7K
1.91%
Sole
44.18K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares56.63K
TypeSH
Market value$27.1K
1.81%
Sole
56.63K
Shared
0.00
None
0.00
NextEra Energy, Inc.
SOLEShares265.13K
TypeSH
Market value$24.6K
1.64%
Sole
265.13K
Shared
0.00
None
0.00
S&P Global, Inc.
SOLEShares57.46K
TypeSH
Market value$24.4K
1.63%
Sole
57.46K
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares73.92K
TypeSH
Market value$24.3K
1.62%
Sole
73.92K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares89.43K
TypeSH
Market value$23.8K
1.58%
Sole
89.43K
Shared
0.00
None
0.00
Rockwell Automation, Inc.
SOLEShares64.89K
TypeSH
Market value$23.3K
1.55%
Sole
64.89K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares137.69K
TypeSH
Market value$22.1K
1.47%
Sole
137.69K
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares103.69K
TypeSH
Market value$21.5K
1.43%
Sole
103.69K
Shared
0.00
None
0.00
Air Products and Chemicals, Inc.
SOLEShares72.23K
TypeSH
Market value$21.0K
1.40%
Sole
72.23K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares119.86K
TypeSH
Market value$20.7K
1.38%
Sole
119.86K
Shared
0.00
None
0.00
Iqvia Holdings Inc
SOLEShares116.62K
TypeSH
Market value$19.9K
1.32%
Sole
116.62K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc.
SOLEShares40.31K
TypeSH
Market value$19.8K
1.32%
Sole
40.31K
Shared
0.00
None
0.00
Aptargroup, Inc.
SOLEShares149.97K
TypeSH
Market value$18.9K
1.26%
Sole
149.97K
Shared
0.00
None
0.00
Eli Lilly and Company
SOLEShares18.84K
TypeSH
Market value$17.3K
1.15%
Sole
18.84K
Shared
0.00
None
0.00
Marsh
SOLEShares97.18K
TypeSH
Market value$16.9K
1.12%
Sole
97.18K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares68.88K
TypeSH
Market value$16.8K
1.12%
Sole
68.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | COM | 286.94K | SH | $72.8K 4.85% | 286.94K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | CAP STK CL C | 181.87K | SH | $52.2K 3.47% | 181.87K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 250.18K | SH | $52.1K 3.47% | 250.18K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 136.97K | SH | $50.7K 3.37% | 136.97K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 79.72K | SH | $47.6K 3.17% | 79.72K | 0.00 | 0.00 |
Visa Inc. Class ASOLE | COM CL A | 133.08K | SH | $40.2K 2.68% | 133.08K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | COM | 122.50K | SH | $29.7K 1.98% | 122.50K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 165.66K | SH | $28.9K 1.92% | 165.66K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 44.18K | SH | $28.7K 1.91% | 44.18K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | CL B NEW | 56.63K | SH | $27.1K 1.81% | 56.63K | 0.00 | 0.00 |
NextEra Energy, Inc.SOLE | COM | 265.13K | SH | $24.6K 1.64% | 265.13K | 0.00 | 0.00 |
S&P Global, Inc.SOLE | COM | 57.46K | SH | $24.4K 1.63% | 57.46K | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 73.92K | SH | $24.3K 1.62% | 73.92K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 89.43K | SH | $23.8K 1.58% | 89.43K | 0.00 | 0.00 |
Rockwell Automation, Inc.SOLE | COM | 64.89K | SH | $23.3K 1.55% | 64.89K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | COM | 137.69K | SH | $22.1K 1.47% | 137.69K | 0.00 | 0.00 |
Chevron CorporationSOLE | COM | 103.69K | SH | $21.5K 1.43% | 103.69K | 0.00 | 0.00 |
Air Products and Chemicals, Inc.SOLE | COM | 72.23K | SH | $21.0K 1.40% | 72.23K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 119.86K | SH | $20.7K 1.38% | 119.86K | 0.00 | 0.00 |
Iqvia Holdings IncSOLE | COM | 116.62K | SH | $19.9K 1.32% | 116.62K | 0.00 | 0.00 |
Thermo Fisher Scientific Inc.SOLE | COM | 40.31K | SH | $19.8K 1.32% | 40.31K | 0.00 | 0.00 |
Aptargroup, Inc.SOLE | COM | 149.97K | SH | $18.9K 1.26% | 149.97K | 0.00 | 0.00 |
Eli Lilly and CompanySOLE | COM | 18.84K | SH | $17.3K 1.15% | 18.84K | 0.00 | 0.00 |
MarshSOLE | COM | 97.18K | SH | $16.9K 1.12% | 97.18K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 68.88K | SH | $16.8K 1.12% | 68.88K | 0.00 | 0.00 |
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