BOSTON FAMILY OFFICE LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
310
Total value ($000)
$1,577,117
Net value change ($000)
+5,995 (0.4%)
New positions
28
Sold out positions
14
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 12,940 25.5%
LLY 5,917 41.0%
IQV 4,268 18.7%
GOOGL 4,102 28.3%
TMO 3,377 17.0%
AMZN 3,328 5.9%
VOO 3,091 8.8%
AAPL 2,796 3.7%
CRM 2,559 12.1%
SPGI 2,352 8.8%
Top Reduces (Value $000, Stocks/ETFs)
SNPS -13,807 -80.2%
ADBE -6,782 -50.6%
MSFT -5,556 -7.7%
ZTS -5,148 -100.0%
MKC -4,328 -30.9%
APD -4,224 -19.0%
MRSH -3,763 -17.1%
ZBRA -2,864 -18.5%
ADP -2,751 -12.7%
ROP -2,617 -12.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type