Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOSTON FAMILY OFFICE LLC (CIK 1039807) reported $1.65B across 313 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($82.3M, 4.99%), VOO ($65.2M, 3.96%), GOOG ($59.1M, 3.59%), AMZN ($56.3M, 3.42%), MSFT ($53.7M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $82.3M | 4.99% | 284,321 | Trimmed |
| 2 | VOO | Vanguard S&P 500 ETF | $65.2M | 3.96% | 94,960 | Added |
| 3 | GOOG | Alphabet Inc. Class C | $59.1M | 3.59% | 167,341 | Trimmed |
| 4 | AMZN | Amazon.com, Inc. | $56.3M | 3.42% | 236,311 | Trimmed |
| 5 | MSFT | Microsoft Corporation | $53.7M | 3.26% | 143,994 | Added |
| 6 | PANW | Palo Alto Networks, Inc. | $46.1M | 2.80% | 135,164 | Trimmed |
| 7 | V | Visa Inc. Class A | $45.1M | 2.74% | 131,573 | Trimmed |
| 8 | NVDA | NVIDIA Corporation | $38.4M | 2.33% | 191,826 | Added |
| 9 | SPY | SPDR S&P 500 ETF Trust | $33.7M | 2.04% | 45,064 | Added |
| 10 | UNP | Union Pacific Corporation | $32.4M | 1.97% | 119,221 | Trimmed |
| 11 | ROK | Rockwell Automation, Inc. | $30.8M | 1.87% | 62,263 | Trimmed |
| 12 | BRKB | Berkshire Hathaway Inc. Class B | $28.8M | 1.75% | 57,497 | Added |
| 13 | ECL | Ecolab Inc. | $24.7M | 1.50% | 88,605 | Trimmed |
| 14 | SYK | Stryker Corporation | $23.2M | 1.41% | 73,821 | Trimmed |
| 15 | SPGI | S&P Global, Inc. | $23.2M | 1.41% | 57,068 | Trimmed |
| 16 | NEE | NextEra Energy, Inc. | $22.9M | 1.39% | 260,532 | Trimmed |
| 17 | LLY | Eli Lilly and Company | $22.0M | 1.33% | 18,325 | Trimmed |
| 18 | VXF | Vanguard Extended Market ETF | $20.9M | 1.27% | 84,873 | Added |
| 19 | IQV | Iqvia Holdings Inc | $20.7M | 1.26% | 107,121 | Trimmed |
| 20 | APD | Air Products and Chemicals, Inc. | $20.3M | 1.23% | 69,393 | Trimmed |
| 21 | TMO | Thermo Fisher Scientific Inc. | $19.9M | 1.21% | 39,623 | Trimmed |
| 22 | GOOGL | Alphabet Inc. Class A | $19.5M | 1.19% | 54,693 | Trimmed |
| 23 | AMT | American Tower Corporation | $19.3M | 1.17% | 118,246 | Trimmed |
| 24 | ETN | Eaton Corp. PLC | $17.5M | 1.06% | 41,088 | Trimmed |
| 25 | ABBV | AbbVie, Inc. | $17.5M | 1.06% | 69,593 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30