BOSTON FAMILY OFFICE LLC Portfolio Holdings
Q3 2025•279 long positions•$1.5B portfolio value
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Holding286 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $75.1M 4.9% | -$803.4K Sold | 0.002% 294.8K shares | 298.0K → 294.8K −$803.4K | -1.06% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $72.3M 4.72% | -$265.2K Sold | 0.002% 139.6K shares | 140.1K → 139.6K −$265.2K | -0.37% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $56.4M 3.68% | -$202.9K Sold | 0.002% 256.7K shares | 257.6K → 256.7K −$202.9K | -0.36% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $50.7M 3.31% | -$163.2K Sold | 0.002% 208.3K shares | 208.9K → 208.3K −$163.2K | -0.32% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Financial - Credit Services Financial Services | $47.1M 3.08% | -$241.4K Sold | 0.007% 138.0K shares | 138.7K → 138.0K −$241.4K | -0.51% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $35.2M 2.3% | +$222.9K Bought | — 57.4K shares | 57.1K → 57.4K +$222.9K | +0.64% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $32.6M 2.13% | -$79.9K Sold | — 49.0K shares | 49.1K → 49.0K −$79.9K | -0.24% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Railroads Industrials | $29.9M 1.95% | -$38.1K Sold | 0.021% 126.5K shares | 126.7K → 126.5K −$38.1K | -0.13% | $140.18B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $29.6M 1.94% | -$38.2K Sold | 0.003% 59.0K shares | 59.0K → 59.0K −$38.2K | -0.13% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Data & Stock Exchanges Financial Services | $26.8M 1.75% | +$869.3K Bought | 0.018% 55.0K shares | 53.2K → 55.0K +$869.3K | +3.36% | $148.59B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $26.3M 1.72% | +$2.6M Bought | 0.001% 141.0K shares | 127.2K → 141.0K +$2.6M | +10.8% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
Industrial - Machinery Industrials | $26.1M 1.7% | -$523.9K Sold | 0.066% 74.5K shares | 76.0K → 74.5K −$523.9K | -1.97% | $39.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $25.9M 1.69% | -$554.8K Sold | 0.033% 94.5K shares | 96.6K → 94.5K −$554.8K | -2.1% | $77.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $24.5M 1.6% | -$2.2K Sold | 0.017% 66.4K shares | 66.4K → 66.4K −$2.2K | -0.01% | $141.33B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $24.2M 1.58% | +$1.7M Bought | 0.018% 118.7K shares | 110.5K → 118.7K +$1.7M | +7.37% | $137.82B Large Cap | Q3 2021 Held for 4y 2m | |
Software - Application Technology | $24.0M 1.57% | +$231.9K Bought | 0.013% 26.1K shares | 25.8K → 26.1K +$231.9K | +0.97% | $190.98B Large Cap | Q4 2017 Held for 7y 11m | |
REIT - Specialty Real Estate | $23.7M 1.55% | -$488.7K Sold | 0.026% 123.3K shares | 125.8K → 123.3K −$488.7K | -2.02% | $90.1B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $22.8M 1.49% | -$717.8K Sold | 0.071% 120.2K shares | 124.0K → 120.2K −$717.8K | -3.05% | $32.3B Large Cap | Q1 2014 Held for 11y 8m | |
Chemicals - Specialty Basic Materials | $22.2M 1.45% | -$537.3K Sold | 0.037% 81.6K shares | 83.5K → 81.6K −$537.3K | -2.36% | $60.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Brokers Financial Services | $22.0M 1.43% | +$732.6K Bought | 0.022% 108.9K shares | 105.3K → 108.9K +$732.6K | +3.45% | $99.1B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Staffing & Employment Services Industrials | $21.7M 1.42% | +$74.8K Bought | 0.018% 73.9K shares | 73.7K → 73.9K +$74.8K | +0.35% | $118.89B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Instruments & Supplies Healthcare | $21.3M 1.39% | -$515.0K Sold | 0.242% 159.3K shares | 163.1K → 159.3K −$515.0K | -2.36% | $8.8B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $21.1M 1.38% | -$175.1K Sold | 0.009% 89.2K shares | 89.9K → 89.2K −$175.1K | -0.82% | $225.62B Mega Cap | Q3 2017 Held for 8y 2m | |
Regulated Electric Utilities | $20.9M 1.37% | -$92.6K Sold | 0.013% 277.3K shares | 278.5K → 277.3K −$92.6K | -0.44% | $155.46B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $20.5M 1.34% | +$2.8M Bought | 0.038% 41.1K shares | 35.5K → 41.1K +$2.8M | +16.0% | $53.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $19.9M 1.3% | -$95.5K Sold | 0.011% 41.0K shares | 41.2K → 41.0K −$95.5K | -0.48% | $183.15B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $17.7M 1.15% | -$166.1K Sold | 0.035% 27.7K shares | 27.9K → 27.7K −$166.1K | -0.93% | $51.1B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $17.5M 1.14% | -$196.0K Sold | 0.006% 112.9K shares | 114.1K → 112.9K −$196.0K | -1.11% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $17.4M 1.14% | +$708.5K Bought | 0.004% 75.1K shares | 72.0K → 75.1K +$708.5K | +4.25% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $17.2M 1.12% | +$14.6M Bought | 0.019% 34.9K shares | 5.4K → 34.9K +$14.6M | +551.33% | $91.6B Large Cap | Q3 2021 Held for 4y 2m | |
Industrial - Machinery Industrials | $15.5M 1.01% | -$136.2K Sold | 0.011% 41.5K shares | 41.8K → 41.5K −$136.2K | -0.87% | $145.70B Large Cap | Q1 2021 Held for 4y 8m | |
Communication Equipment Technology | $15.5M 1.01% | -$33.9K Sold | 0.102% 52.1K shares | 52.2K → 52.1K −$33.9K | -0.22% | $15.1B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $14.5M 0.948% | +$138.6K Bought | 0.0% 59.7K shares | 59.1K → 59.7K +$138.6K | +0.96% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $14.5M 0.947% | -$78.5K Sold | 0.002% 46.0K shares | 46.2K → 46.0K −$78.5K | -0.54% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $14.4M 0.943% | +$7.5M Bought | 0.002% 18.9K shares | 9.0K → 18.9K +$7.5M | +109.41% | $684.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Packaged Foods Consumer Defensive | $14.0M 0.915% | +$820.1K Bought | 0.078% 209.4K shares | 197.1K → 209.4K +$820.1K | +6.22% | $18.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $13.9M 0.907% | -$475.8K Sold | 0.003% 74.9K shares | 77.5K → 74.9K −$475.8K | -3.31% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $13.4M 0.878% | +$749.8K Bought | — 265.6K shares | 250.8K → 265.6K +$749.8K | +5.9% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.4M 0.875% | -$341.4K Sold | — 64.0K shares | 65.6K → 64.0K −$341.4K | -2.49% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $13.4M 0.874% | -$722.4K Sold | 0.009% 38.0K shares | 40.0K → 38.0K −$722.4K | -5.12% | $147.66B Large Cap | Q2 2018 Held for 7y 5m | |
Industrial - Machinery Industrials | $13.3M 0.868% | +$590.0 Bought | 0.037% 90.1K shares | 90.1K → 90.1K +$590.0 | +0.0% | $35.9B Large Cap | Q3 2017 Held for 8y 2m | |
Discount Stores Consumer Defensive | $11.7M 0.765% | -$20.4K Sold | 0.003% 12.7K shares | 12.7K → 12.7K −$20.4K | -0.17% | $410.27B Mega Cap | Q1 2016 Held for 9y 8m | |
Medical - Devices Healthcare | $11.7M 0.764% | +$378.4K Bought | 0.005% 87.4K shares | 84.6K → 87.4K +$378.4K | +3.34% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $10.4M 0.677% | +$281.2K Bought | — 31.6K shares | 30.7K → 31.6K +$281.2K | +2.79% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $9.6M 0.626% | +$6.0M Bought | 0.001% 13.1K shares | 4.8K → 13.1K +$6.0M | +170.01% | $1.84T Mega Cap | Q3 2015 Held for 10y 2m | |
Household & Personal Products Consumer Defensive | $9.3M 0.605% | -$96.5K Sold | 0.003% 60.3K shares | 60.9K → 60.3K −$96.5K | -1.03% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $9.2M 0.6% | +$58.6K Bought | 0.005% 65.4K shares | 65.0K → 65.4K +$58.6K | +0.64% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Apparel - Footwear & Accessories Consumer Cyclical | $9.1M 0.595% | +$26.2K Bought | 0.009% 130.8K shares | 130.4K → 130.8K +$26.2K | +0.29% | $102.98B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $9.1M 0.592% | +$38.7K Bought | 0.004% 79.2K shares | 78.9K → 79.2K +$38.7K | +0.43% | $205.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $8.6M 0.561% | +$64.4K Bought | 0.009% 11.3K shares | 11.2K → 11.3K +$64.4K | +0.76% | $95.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ |
