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BOSTON FAMILY OFFICE LLC
Period ended Jun 30, 2026 · Latest filing Aug 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,647,660
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Apple Inc. · COM · 037833100 · shares: $82,271
- Vanguard S&P 500 ETF · S&P 500 ETF SHS · 922908363 · shares: $65,220
- Alphabet Inc. Class C · CAP STK CL C · 02079K107 · shares: $59,127
- Amazon.com, Inc. · COM · 023135106 · shares: $56,322
- Microsoft Corporation · COM · 594918104 · shares: $53,713
- Palo Alto Networks, Inc. · COM · 697435105 · shares: $46,094
- Visa Inc. Class A · COM CL A · 92826C839 · shares: $45,141
- NVIDIA Corporation · COM · 67066G104 · shares: $38,382
- SPDR S&P 500 ETF Trust · TR UNIT · 78462F103 · shares: $33,652
- Union Pacific Corporation · COM · 907818108 · shares: $32,428
Reported holdings
315 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Canadian Imperial Bank Of Commerce | COM | 136069101 | — | 2,000 shares | $230 |
| The Vanguard Short-Term Tax-Exempt Bond ETF | SHORT TRM TAX EX | 921935870 | — | 2,250 shares | $228 |
| Progressive Corporation | COM | 743315103 | — | 1,036 shares | $226 |
| AMETEK, Inc. | COM | 031100100 | — | 926 shares | $224 |
| iShares S&P Small-Cap 600 Value ETF | SP SMCP600VL ETF | 464287879 | — | 1,603 shares | $219 |
| Nuveen Nasdaq 100 (dynamic Overwrite Fund) | COM SHS | 670699107 | — | 7,152 shares | $216 |
| Alcon, Inc. | ORD SHS | H01301128 | — | 3,164 shares | $212 |
| Intercontinental Exchange, Inc. | COM | 45866F104 | — | 1,720 shares | $212 |
| Otis Worldwide Corporation | COM | 68902V107 | — | 2,967 shares | $212 |
| NVR Inc Com Usd0.01 | COM | 62944T105 | — | 31 shares | $211 |
| Vulcan Materials Company | COM | 929160109 | — | 700 shares | $207 |
| Live Nation | COM | 538034109 | — | 1,100 shares | $201 |
| Franklin New York Municipal Income ETF | FRANKLIN NY MUNI | 746729763 | — | 24,733 shares | $197 |
| Hologic Inc CVR | 13F EXEMPT | 436CVR021 | — | 10,410 shares | $0 |
| Viewra, Inc | COM | 92672L107 | — | 10,000 shares | $0 |