Boston Family Office LLC reported 218 positions worth $1.31B for the quarter ended Jun 30, 2026, up 7.6% on the prior quarter. It opened 9 new positions, added to 53, trimmed 97 and exited 7. Its largest holding is Apple Inc. at 6.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +26.2K | +15.8% | $5.24M | 2.94% |
| ANET Arista Networks, Inc. | +19.0K | +240.3% | $3.23M | 0.35% |
| COST Costco Wholesale Corp | +3,231 | +25.0% | $3.02M | 1.16% |
| MSFT Microsoft Corp | +7,020 | +5.1% | $2.62M | 4.11% |
| MPWR Monolithic Power Systems, Inc. | +1,777 | +39.1% | $2.46M | 0.669% |
| PEP Pepsico Inc | +16.0K | +25.8% | $2.16M | 0.806% |
| TJX Tjx Companies Inc | +12.3K | +23.0% | $1.87M | 0.766% |
| PG PROCTER & GAMBLE Co | +9,926 | +17.9% | $1.46M | 0.734% |
| ORLY O Reilly Automotive Inc | +11.1K | +80.7% | $1.03M | 0.176% |
| MRSH Marsh & Mclennan Companies, Inc. | +4,964 | +5.1% | $827.37K | 1.3% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ATR Aptargroup, Inc. | -48.9K | -32.6% | $6.12M | 0.969% |
| GOOG Alphabet Inc. | -14.5K | -8.0% | $5.13M | 4.52% |
| ROP Roper Technologies Inc | -10.7K | -29.0% | $3.61M | 0.674% |
| CRM Salesforce, Inc. | -22.9K | -27.2% | $3.59M | 0.735% |
| AMZN Amazon Com Inc | -13.9K | -5.5% | $3.31M | 4.31% |
| SPOT Spotify Technology S.A. | -6,053 | -100.0% | $2.94M | Exited |
| MKC Mccormick & Co Inc | -57.6K | -39.0% | $2.90M | 0.348% |
| ADBE Adobe Inc. | -11.7K | -69.4% | $2.39M | 0.081% |
| IQV Iqvia Holdings Inc. | -9,496 | -8.1% | $1.83M | 1.58% |
| ZBRA Zebra Technologies Corp | -5,267 | -10.8% | $1.39M | 0.878% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DGX Quest Diagnostics Inc | +2,407 | $510.00K | 0.039% |
| HONA Honeywell Aerospace Inc. | +1,951 | $431.00K | 0.033% |
| FDXF FedEx Freight Holding Company, Inc. | +2,156 | $326.00K | 0.025% |
| BA Boeing Co | +1,285 | $278.00K | 0.021% |
| CM Canadian Imperial Bank Of Commerce | +2,000 | $230.00K | 0.018% |
| AME Ametek Inc/ | +926 | $224.00K | 0.017% |
| NVR Nvr Inc | +31 | $211.00K | 0.016% |
| VMC Vulcan Materials CO | +700 | $207.00K | 0.016% |
| LYV Live Nation Entertainment, Inc. | +1,100 | $201.00K | 0.015% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SPOT Spotify Technology S.A. | -6,053 | $2.94M | 0.242% |
| AVY Avery Dennison Corp | -3,000 | $518.00K | 0.043% |
| KEYS Keysight Technologies, Inc. | -1,004 | $283.00K | 0.023% |
| LHX L3Harris Technologies, Inc. | -743 | $256.00K | 0.021% |
| LH Labcorp Holdings Inc. | -903 | $241.00K | 0.02% |
| FISV Fiserv Inc | -3,972 | $222.00K | 0.018% |
| BRO Brown & Brown, Inc. | -3,070 | $200.00K | 0.016% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 284.3K | $82.27M | 6.3% | -2,618 | -0.9% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 167.3K | $59.13M | 4.52% | -14.5K | -8.0% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 236.3K | $56.32M | 4.31% | -13.9K | -5.5% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 144.0K | $53.71M | 4.11% | +7,020 | +5.1% | Added | 0% |
| 5 | PANW Palo Alto Networks Inc | Technology | 135.2K | $46.09M | 3.53% | -2,525 | -1.8% | Reduced | 0.02% |
| 6 | V Visa Inc. | Financial Services | 131.6K | $45.14M | 3.45% | -1,510 | -1.1% | Reduced | 0.01% |
| 7 | NVDA Nvidia Corp | Technology | 191.8K | $38.38M | 2.94% | +26.2K | +15.8% | Added | 0% |
| 8 | UNP Union Pacific Corp | Industrials | 119.2K | $32.43M | 2.48% | -3,276 | -2.7% | Reduced | 0.02% |
| 9 | ROK Rockwell Automation, Inc | Industrials | 62.3K | $30.83M | 2.36% | -2,631 | -4.1% | Reduced | 0.06% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 57.5K | $28.77M | 2.2% | +863 | +1.5% | Added | 0% |
| 11 | ECL Ecolab Inc. | Industrials | 88.6K | $24.69M | 1.89% | -822 | -0.9% | Reduced | 0.03% |
| 12 | SPGI S&P Global Inc. | Financial Services | 57.1K | $23.24M | 1.78% | -389 | -0.7% | Reduced | 0.02% |
| 13 | SYK Stryker Corp | Healthcare | 73.8K | $23.24M | 1.78% | -98 | -0.1% | Reduced | 0.02% |
| 14 | NEE Nextera Energy Inc | Utilities | 260.5K | $22.87M | 1.75% | -4,593 | -1.7% | Reduced | 0.01% |
| 15 | LLY ELI LILLY & Co | Healthcare | 18.3K | $21.98M | 1.68% | -520 | -2.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Boston Family Office.
As of its Q2 2026 13F filing, Boston Family Office LLC’s five largest positions were Apple Inc. (AAPL) at 6.3%, Alphabet Inc. (GOOG) at 4.5%, Amazon Com Inc (AMZN) at 4.3%, Microsoft Corp (MSFT) at 4.1%, Palo Alto Networks Inc (PANW) at 3.5% of the reported portfolio.
Boston Family Office LLC reported a 13F portfolio worth $1.31B across 218 positions for Q2 2026. That is up 7.6% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($5.24M), Arista Networks, Inc. ($3.23M), Costco Wholesale Corp ($3.02M). It opened 9 new positions.
Its largest sales by value were Aptargroup, Inc. ($6.12M), Alphabet Inc. ($5.13M), Roper Technologies Inc ($3.61M). It exited 7 positions entirely.
From the Form 13F-HR reports Boston Family Office LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.