BOSTON FAMILY OFFICE LLC
CIK 1039807
13F filing for Q2 2026・No. 1,874
- Holdings
- US$1.65B
- Quarter change
- +US$144.71M
- Entries
- 315
- Net bought (estimate)
- +US$3.36M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 13
- Cut 120
- Added 90
- Corporate actions 4
- Unchanged 87
Largest holdings
314 stocks worth US$1.65B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 284,321 | US$82.27M | 4.99% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 94,960 | US$65.22M | 3.96% |
| GOOGAlphabet Inc. Class CCAP STK CL C | Cut | 167,341 | US$59.13M | 3.59% |
| AMZNAmazonCOM | Cut | 236,311 | US$56.32M | 3.42% |
| MSFTMicrosoftCOM | Added | 143,994 | US$53.71M | 3.26% |
| PANWPalo Alto Networks, Inc.COM | Cut | 135,164 | US$46.09M | 2.80% |
| VVisa Inc. Class ACOM CL A | Cut | 131,573 | US$45.14M | 2.74% |
| NVDANvidiaCOM | Added | 191,826 | US$38.38M | 2.33% |
| SPYSPDR S&P 500 ETF TrustTR UNIT | Added | 45,064 | US$33.65M | 2.04% |
| UNPUnion Pacific CorporationCOM | Cut | 119,221 | US$32.43M | 1.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.