BOSTON FAMILY OFFICE LLC 13F Holdings

CIK 0001039807 · BOSTON, MA

As of Sep 30, 2025, BOSTON FAMILY OFFICE LLC reported 296 positions worth .5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology294,833$75.1K4.88%
MICROSOFT CORPMSFTTechnology139,568$72.3K4.69%
AMAZON.COM INCAMZNEquity256,718$56.4K3.66%
ALPHABET INCGOOGEquity208,261$50.7K3.29%
VISA INC-CLASS A SHARESVFinancial Services137,973$47.1K3.06%
VANGUARD 500 INDEX FUNDVOO—57,429$35.2K2.28%
SPDR S&P 500 ETF TRUSTSPY—48,992$32.6K2.12%
UNION PACIFIC CORPUNPIndustrials126,509$29.9K1.94%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services58,964$29.6K1.93%
S&P GLOBAL INCSPGIFinancial Services54,967$26.8K1.74%
NVIDIA CORPNVDATechnology140,985$26.3K1.71%
ROCKWELL AUTOMATION INCROKIndustrials74,548$26.1K1.69%
ECOLAB INCECLBasic Materials94,546$25.9K1.68%
STRYKER CORPSYKHealthcare66,385$24.5K1.59%
PALO ALTO NETWORKS INCPANWTechnology118,659$24.2K1.57%
SERVICENOW INCNOWTechnology26,099$24.0K1.56%
AMERICAN TOWER CORPAMTReal Estate123,305$23.7K1.54%
IQVIA HOLDINGS INCIQVHealthcare120,228$22.8K1.48%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials81,551$22.2K1.44%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services108,928$21.9K1.43%
AUTOMATIC DATA PROCESSING INCADPIndustrials73,920$21.7K1.41%
APTARGROUP INCATRHealthcare159,285$21.3K1.38%
SALESFORCE INCCRMTechnology89,171$21.1K1.37%
NEXTERA ENERGY INCNEEUtilities277,254$20.9K1.36%
ROPER TECHNOLOGIES INCROPTechnology41,149$20.5K1.33%