BOSTON FAMILY OFFICE LLC
CIK 1039807 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.6M
- Posisi
- 314
- Per tanggal
- 30 Juni 2026
#9.120 dari 9.443 berdasarkan nilai 13F · top 96.6%
Nilai portofolio QoQ: +9.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 31,18%
- Bobot 25 kepemilikan teratas
- 51,34%
- Posisi di atas 1%
- 29
- Jumlah posisi efektif
- 63,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,9% Perkiraan pembelian $68.510 · penjualan $61.234
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,6% masih dipegang
- Posisi baru
- 17
- Meningkat
- 92
- Menurun
- 118
- Tertutup
- 13
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
20,1%
Industrials
12,9%
Healthcare
10,8%
Communication Services
6,5%
Retail
6,1%
Financial Services
4,6%
Materials
3,5%
Financials
2,4%
Energy
2,2%
Real Estate
1,7%
Utilities
1,6%
Consumer Staples
1,5%
Consumer Discretionary
0,9%
Packaging
0,8%
Consumer products
0,8%
Communications
0,4%
Telecommunication
0,2%
Logistics & Transportation
0,1%
N/A
0,0%
Lainnya/Tidak terpetakan
22,9%
Portofolio lengkap 314 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $82.271 | 5,01% | 284.321 | $9.449 | Turun ×1 | ||
| VOO | $65.220 | 3,97% | 94.960 | $17.586 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $59.127 | 3,60% | 167.341 | $6.957 | Turun ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $56.322 | 3,43% | 236.311 | $4.217 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $53.713 | 3,27% | 143.994 | $3.009 | Naik ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $46.094 | 2,80% | 135.164 | $24.020 | Turun ×1 | ||
| V Visa Inc. | $45.141 | 2,75% | 131.573 | $4.918 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $38.382 | 2,34% | 191.826 | $9.491 | Naik ×6 | ||
| SPY SPY | $33.652 | 2,05% | 45.064 | $4.918 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $32.428 | 1,97% | 119.221 | $2.708 | Turun ×6 | ||
| ROK Rockwell Automation, Inc. Common Stock | $30.825 | 1,88% | 62.263 | $7.536 | Turun ×4 | ||
| BRKB | $28.771 | 1,75% | 57.497 | $1.632 | Naik ×1 | ||
| ECL Ecolab Inc. Common Stock | $24.686 | 1,50% | 88.605 | $897 | Turun ×6 | ||
| SPGI S&P Global Inc. Common Stock | $23.242 | 1,41% | 57.068 | $-1.197 | Turun ×1 | ||
| SYK Stryker Corporation Common Stock | $23.242 | 1,41% | 73.821 | $-1.047 | Turun ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $22.867 | 1,39% | 260.532 | $-1.758 | Turun ×4 | ||
| LLY Eli Lilly and Company Common Stock | $21.980 | 1,34% | 18.325 | $4.647 | Turun ×2 | ||
| VXF | $20.897 | 1,27% | 84.873 | $5.842 | Naik ×3 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $20.698 | 1,26% | 107.121 | $810 | Turun ×6 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $20.345 | 1,24% | 69.393 | $-636 | Turun ×6 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $19.865 | 1,21% | 39.623 | $52 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $19.546 | 1,19% | 54.693 | $3.117 | Turun ×3 | ||
| AMT American Tower Corporation (REIT) Common Stock | $19.341 | 1,18% | 118.246 | $-1.345 | Turun ×6 | ||
| ABBV AbbVie Inc. Common Stock | $17.512 | 1,07% | 69.593 | $2.035 | Turun ×3 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $17.508 | 1,07% | 41.088 | $2.787 | Turun ×4 | ||
| JNJ Johnson & Johnson Common Stock | $17.326 | 1,05% | 68.219 | $489 | Turun ×6 | ||
| MRSH Marsh Common Stock | $17.025 | 1,04% | 102.145 | $169 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $16.790 | 1,02% | 101.289 | $-4.662 | Turun ×4 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $16.618 | 1,01% | 330.842 | $1.567 | Naik ×6 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $15.902 | 0,97% | 7.993 | $5.614 | Naik ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $15.843 | 0,96% | 70.744 | $1.313 | Turun ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $15.135 | 0,92% | 16.179 | $2.233 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $15.011 | 0,91% | 45.858 | $1.276 | Turun ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $14.697 | 0,89% | 148.037 | $-445 | Naik ×1 | ||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $14.514 | 0,88% | 27.571 | $-288 | Naik ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $14.215 | 0,86% | 14.533 | $1.194 | Turun ×1 | ||
| VIG | $13.945 | 0,85% | 58.935 | $200 | Turun ×1 | ||
| VTI | $13.875 | 0,84% | 37.495 | $2.315 | Naik ×6 | ||
| ATR AptarGroup, Inc. Common Stock | $12.660 | 0,77% | 101.119 | $-6.239 | Turun ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $12.470 | 0,76% | 22.137 | $-132 | Naik ×6 | ||
| ZBRA Zebra Technologies Corporation - Class A Common Stock | $11.468 | 0,70% | 43.560 | $1.259 | Turun ×6 | ||
| XYL Xylem Inc. Common Stock New | $10.814 | 0,66% | 91.480 | $167 | Naik ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $10.533 | 0,64% | 77.794 | $932 | Naik ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $10.010 | 0,61% | 66.070 | $1.429 | Naik ×1 | ||
| CRM Salesforce, Inc. Common Stock | $9.602 | 0,58% | 61.293 | $-6.123 | Turun ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $9.588 | 0,58% | 65.388 | $1.577 | Naik ×1 | ||
| MOAT | $9.394 | 0,57% | 90.357 | $2.900 | Naik ×3 | ||
| LECO Lincoln Electric Holdings, Inc. - Common Shares | $9.087 | 0,55% | 34.226 | $558 | Turun ×2 | ||
| ROP Roper Technologies, Inc. - Common Stock | $8.806 | 0,54% | 26.022 | $-4.172 | Turun ×3 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $8.738 | 0,53% | 6.321 | $3.770 | Naik ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $8.395 | 0,51% | 21.138 | $1.442 | Turun ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $8.346 | 0,51% | 64.334 | $-1.133 | Turun ×6 | ||
| MDY | $7.871 | 0,48% | 11.191 | $1.037 | Naik ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $7.855 | 0,48% | 22.814 | $461 | Turun ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $7.661 | 0,47% | 79.592 | $-277 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $7.564 | 0,46% | 21.448 | $538 | Naik ×3 | ||
| MCD McDonald's Corporation Common Stock | $7.557 | 0,46% | 27.958 | $-1.701 | Turun ×1 | ||
| IJR | $7.501 | 0,46% | 50.576 | $1.103 | Turun ×6 | ||
| VCRB Vanguard Core Bond ETF | $7.496 | 0,46% | 97.054 | $576 | Naik ×6 | ||
| TEL TE Connectivity plc Ordinary Shares | $7.440 | 0,45% | 36.904 | $-334 | Turun ×1 | ||
| ABT Abbott Laboratories Common Stock | $7.337 | 0,45% | 80.859 | $-982 | Turun ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $7.232 | 0,44% | 91.511 | $3 | Naik ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $7.195 | 0,44% | 100.764 | $-1.782 | Naik ×6 | ||
| DHR Danaher Corporation Common Stock | $6.585 | 0,40% | 34.570 | $-807 | Turun ×4 | ||
| VRP | $6.513 | 0,40% | 267.922 | $353 | Naik ×3 | ||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $6.407 | 0,39% | 289.372 | $480 | Naik ×6 | ||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $6.308 | 0,38% | 281.963 | $191 | Naik ×6 | ||
| GLW Corning Incorporated Common Stock | $6.194 | 0,38% | 24.250 | $2.865 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5.699 | 0,35% | 7.739 | $1.102 | Turun ×2 | ||
| HUBB Hubbell Inc Common Stock | $5.555 | 0,34% | 10.618 | $344 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $5.536 | 0,34% | 43.081 | $67 | Turun ×2 | ||
| VEA | $5.440 | 0,33% | 76.352 | $1.273 | Naik ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $5.328 | 0,32% | 11.156 | $1.157 | Turun ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5.324 | 0,32% | 7.364 | $2.526 | Turun ×1 | ||
| WELL Welltower Inc. Common Stock | $5.084 | 0,31% | 22.400 | $519 | Turun ×1 | ||
| TT Trane Technologies plc | $5.008 | 0,30% | 10.197 | $749 | Turun ×2 | ||
| NSRGY | $5.005 | 0,30% | 48.725 | $150 | Turun ×6 | ||
| BSV | $4.938 | 0,30% | 63.387 | $278 | Naik ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $4.924 | 0,30% | 84.609 | $185 | Naik ×4 | ||
| IVV | $4.887 | 0,30% | 6.525 | $617 | Turun ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $4.822 | 0,29% | 4.528 | $1.590 | Turun ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $4.720 | 0,29% | 34.526 | $-1.139 | Turun ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4.616 | 0,28% | 39.561 | $-1.233 | Turun ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $4.580 | 0,28% | 26.958 | $3.607 | Naik ×1 | ||
| MKC McCormick & Company, Incorporated Common Stock | $4.544 | 0,28% | 90.115 | $-2.905 | Turun ×1 | ||
| NKE Nike, Inc. Common Stock | $4.443 | 0,27% | 108.233 | $-2.022 | Turun ×3 | ||
| FLEX Flex Ltd. - Ordinary Shares | $4.243 | 0,26% | 26.179 | $2.523 | Turun ×1 | ||
| WM Waste Management, Inc. Common Stock | $4.214 | 0,26% | 18.909 | $-43 | Naik ×2 | ||
| IJH | $4.088 | 0,25% | 53.019 | $318 | Turun ×1 | ||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $3.987 | 0,24% | 184.177 | $752 | Naik ×6 | ||
| IVW | $3.772 | 0,23% | 27.424 | $670 | |||
| AMGN Amgen Inc. - Common Stock | $3.754 | 0,23% | 10.368 | $94 | Turun ×1 | ||
| BRKA | $3.744 | 0,23% | 5 | $153 | |||
| KO Coca-Cola Company (The) Common Stock | $3.432 | 0,21% | 42.232 | $75 | Turun ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $3.430 | 0,21% | 12.681 | $166 | Naik ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $3.408 | 0,21% | 15.457 | $-244 | |||
| RTX RTX Corporation Common Stock | $3.336 | 0,20% | 17.581 | $-118 | Turun ×1 | ||
| RPM RPM International Inc. Common Stock | $3.260 | 0,20% | 29.332 | $325 | Turun ×1 | ||
| VO | $3.215 | 0,20% | 39.899 | $353 | Naik ×1 | ||
| IBTK iShares iBonds Dec 2030 Term Treasury ETF | $3.213 | 0,20% | 164.416 | $404 | Naik ×6 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VOO | $65.220 | 3,97% | naik ×6 |
| NVDA | $38.382 | 2,34% | naik ×6 |
| VXF | $20.897 | 1,27% | naik ×3 |
| VTIP | $16.618 | 1,01% | naik ×6 |
| VTI | $13.875 | 0,84% | naik ×6 |
| META | $12.470 | 0,76% | naik ×6 |
| MOAT | $9.394 | 0,57% | naik ×3 |
| HD | $7.564 | 0,46% | naik ×3 |
| VCRB | $7.496 | 0,46% | naik ×6 |
| NFLX | $7.195 | 0,44% | naik ×6 |
| VRP | $6.513 | 0,40% | naik ×3 |
| IBTI | $6.407 | 0,39% | naik ×6 |
| IBTH | $6.308 | 0,38% | naik ×6 |
| VGSH | $4.924 | 0,30% | naik ×4 |
| IBTJ | $3.987 | 0,24% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| IBTO | $1.698 | 70.359 | 0,10% |
| DGX | $510 | 2.407 | 0,03% |
| DGRO | $465 | 6.140 | 0,03% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $437 | 1.951 | 0,03% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $431 | 1.951 | 0,03% |
| Penerbit tidak dikenal (CUSIP: 314352105) | $326 | 2.156 | 0,02% |
| BA | $278 | 1.285 | 0,02% |
| SOXX | $260 | 405 | 0,02% |
| MINT | $258 | 2.560 | 0,02% |
| EEM | $245 | 3.580 | 0,01% |
| CM | $230 | 2.000 | 0,01% |
| AME | $224 | 926 | 0,01% |
| QQQX | $216 | 7.152 | 0,01% |
| NVR | $211 | 31 | 0,01% |
| VMC | $207 | 700 | 0,01% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| PANW | Dipangkas | -3K | +$24K |
| VOO | Beli lebih banyak | +15K | +$18K |
| NVDA | Beli lebih banyak | +26K | +$9K |
| AAPL | Dipangkas | -3K | +$9K |
| ROK | Dipangkas | -3K | +$8K |
| GOOG | Dipangkas | -15K | +$7K |
| ATR | Dipangkas | -49K | -$6K |
| CRM | Dipangkas | -23K | -$6K |
| VXF | Beli lebih banyak | +12K | +$6K |
| ASML | Beli lebih banyak | +204 | +$6K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ANSS | 30 Sep. 2025 | 92.072 | $32.335 | Tidak lagi dilacak |
| ZTS | 31 Des. 2025 | 35.181 | $5.148 | -39,1% |
| SPOT | 30 Juni 2026 | 6.053 | $2.935 | 14,8% |
| IBDY | 30 Juni 2026 | 66.187 | $1.614 | Tidak lagi dilacak |
| SNDK | 31 Maret 2026 | 6.733 | $1.598 | 152,6% |
| STX | 30 Juni 2025 | 17.000 | $1.444 | 495,1% |
| STT | 31 Maret 2026 | 9.486 | $1.224 | 47,1% |
| HON | 30 Juni 2026 | 3.906 | $883 | -1,9% |
| HOLX | 30 Juni 2026 | 10.410 | $787 | Tidak lagi dilacak |
| K | 31 Des. 2025 | 8.440 | $692 | Tidak lagi dilacak |
| IBTF | 31 Des. 2025 | 28.188 | $659 | Tidak lagi dilacak |
| CCCX | 31 Maret 2026 | 42.000 | $655 | Tidak lagi dilacak |
| WEC | 31 Des. 2025 | 5.213 | $596 | 2,9% |
| FTPA | 30 Juni 2026 | 65.516 | $562 | Tidak lagi dilacak |
| AVY | 30 Juni 2026 | 3.000 | $518 | 12,5% |
| ROOT | 31 Maret 2026 | 6.869 | $496 | 29,3% |
| ILMN | 31 Maret 2025 | 2.773 | $371 | 164,7% |
| IEI | 30 Juni 2025 | 2.934 | $347 | |
| VGIT | 30 Juni 2026 | 5.723 | $341 | |
| CRSP | 30 Juni 2025 | 9.763 | $332 | 22,4% |
| DUOL | 31 Des. 2025 | 1.026 | $330 | -17,4% |
| MCHP | 30 Juni 2025 | 6.803 | $329 | 8,5% |
| SWKS | 30 Juni 2025 | 4.855 | $314 | -8,9% |
| USMV | 30 Juni 2026 | 3.389 | $314 | Tidak lagi dilacak |
| KVUE | 30 Sep. 2025 | 14.040 | $294 | 16,7% |
| SPLV | 31 Des. 2025 | 3.948 | $290 | Tidak lagi dilacak |
| YUMC | 30 Juni 2025 | 5.485 | $286 | 9,8% |
| KEYS | 30 Juni 2026 | 1.004 | $283 | -9,4% |
| TTD | 31 Maret 2025 | 2.400 | $282 | -75,8% |
| ROST | 30 Juni 2025 | 2.091 | $267 | 86,9% |
| CTSH | 31 Maret 2026 | 3.120 | $259 | -0,8% |
| LHX | 30 Juni 2026 | 743 | $256 | -7,0% |
| EGP | 30 Juni 2025 | 1.440 | $254 | 21,8% |
| RACE | 31 Des. 2025 | 513 | $249 | 17,0% |
| SSNC | 31 Maret 2026 | 2.840 | $248 | 21,7% |
| LH | 30 Juni 2026 | 903 | $241 | 18,7% |
| USB | 31 Des. 2025 | 4.995 | $241 | 16,6% |
| D | 31 Des. 2025 | 3.850 | $236 | 15,3% |
| TLH | 30 Juni 2025 | 2.256 | $234 | Tidak lagi dilacak |
| PYPL | 30 Sep. 2025 | 3.104 | $231 | -7,2% |
| GSAT | 31 Maret 2025 | 110.000 | $228 | 293,0% |
| AME | 31 Maret 2026 | 1.085 | $223 | 12,2% |
| MRNA | 31 Maret 2025 | 5.362 | $223 | 404,8% |
| FISV | 30 Juni 2026 | 3.972 | $222 | 5,1% |
| BND | 30 Sep. 2025 | 2.972 | $219 | |
| UPS | 31 Maret 2025 | 1.725 | $218 | -6,1% |
| LAMR | 31 Maret 2026 | 1.695 | $215 | 19,6% |
| VMC | 31 Des. 2025 | 700 | $215 | -4,2% |
| JHG | 31 Maret 2025 | 5.000 | $213 | Tidak lagi dilacak |
| XLE | 30 Juni 2025 | 2.282 | $213 | Tidak lagi dilacak |
| LDOS | 31 Des. 2025 | 1.100 | $208 | -21,3% |
| ULXXXX | 31 Des. 2025 | 3.511 | $208 | Tidak lagi dilacak |
| CHRW | 30 Sep. 2025 | 2.134 | $205 | 9,3% |
| CPRT | 31 Maret 2026 | 5.200 | $204 | 3,3% |
| QQQX | 31 Maret 2026 | 7.152 | $204 | 14,6% |
| STZ | 31 Maret 2025 | 923 | $204 | -26,8% |
| UL | 31 Maret 2026 | 3.120 | $204 | 11,5% |
| CEG | 31 Maret 2026 | 571 | $202 | -2,4% |
| FTV | 30 Sep. 2025 | 3.864 | $201 | 22,3% |
| TOTL | 31 Maret 2026 | 5.000 | $201 | Tidak lagi dilacak |
| BRO | 30 Juni 2026 | 3.070 | $200 | 12,2% |
| INTC | 30 Juni 2025 | 8.815 | $200 | 310,4% |
| FRST | 31 Des. 2025 | 11.215 | $118 | 17,5% |
| RLAY | 31 Des. 2025 | 12.397 | $65 | 137,1% |