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 $1.50B across 307 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($72.8M, 4.85%), AMZN ($52.1M, 3.47%), GOOG ($52.2M, 3.47%), MSFT ($50.7M, 3.37%), VOO ($47.6M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $72.8M | 4.85% | 286,939 | Added |
| 2 | AMZN | Amazon.com, Inc. | $52.1M | 3.47% | 250,179 | Trimmed |
| 3 | GOOG | Alphabet Inc. Class C | $52.2M | 3.47% | 181,865 | Trimmed |
| 4 | MSFT | Microsoft Corporation | $50.7M | 3.37% | 136,974 | Trimmed |
| 5 | VOO | Vanguard S&P 500 ETF | $47.6M | 3.17% | 79,715 | Added |
| 6 | V | Visa Inc. Class A | $40.2M | 2.68% | 133,083 | Trimmed |
| 7 | UNP | Union Pacific Corporation | $29.7M | 1.98% | 122,497 | Trimmed |
| 8 | NVDA | NVIDIA Corporation | $28.9M | 1.92% | 165,659 | Added |
| 9 | SPY | SPDR S&P 500 ETF Trust | $28.7M | 1.91% | 44,183 | Trimmed |
| 10 | BRK/B | Berkshire Hathaway Inc. Class B | $27.1M | 1.81% | 56,634 | Trimmed |
| 11 | NEE | NextEra Energy, Inc. | $24.6M | 1.64% | 265,125 | Trimmed |
| 12 | SPGI | S&P Global, Inc. | $24.4M | 1.63% | 57,457 | Added |
| 13 | SYK | Stryker Corporation | $24.3M | 1.62% | 73,919 | Added |
| 14 | ECL | Ecolab Inc. | $23.8M | 1.58% | 89,427 | Trimmed |
| 15 | ROK | Rockwell Automation, Inc. | $23.3M | 1.55% | 64,894 | Trimmed |
| 16 | PANW | Palo Alto Networks, Inc. | $22.1M | 1.47% | 137,689 | Added |
| 17 | CVX | Chevron Corporation | $21.5M | 1.43% | 103,685 | Trimmed |
| 18 | APD | Air Products and Chemicals, Inc. | $21.0M | 1.40% | 72,226 | Trimmed |
| 19 | AMT | American Tower Corporation | $20.7M | 1.38% | 119,861 | Trimmed |
| 20 | TMO | Thermo Fisher Scientific Inc. | $19.8M | 1.32% | 40,308 | Added |
| 21 | IQV | Iqvia Holdings Inc | $19.9M | 1.32% | 116,617 | Trimmed |
| 22 | ATR | Aptargroup, Inc. | $18.9M | 1.26% | 149,972 | Trimmed |
| 23 | LLY | Eli Lilly and Company | $17.3M | 1.15% | 18,845 | Trimmed |
| 24 | JNJ | Johnson & Johnson | $16.8M | 1.12% | 68,879 | Trimmed |
| 25 | MMC | Marsh | $16.9M | 1.12% | 97,181 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31