BOSTON FAMILY OFFICE LLC
SEC Form 13F institutional filer · CIK 0001039807
13F-HR · 191 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
35.2%
BOSTON FAMILY OFFICE LLC — $1.3M AUM allocation strategy
BOSTON FAMILY OFFICE LLC files SEC Form 13F and reports $1.3M of long US equity value across 191 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.4%, followed by Financials 7.7% and Industrials 4.1%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BOSTON FAMILY OFFICE LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.3M
total across 191 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +41K sh · +$10.7K+$NFLX +24K sh · +$2.47K+$NVDA +21.5K sh · +$2.01K
Biggest trims (shares)
−$GOOGL −21K sh · −$11.5K−$PFE −8.83K sh · −$50−$AMZN −8.47K sh · −$7.6K
Exited to nil (held last quarter, gone now)
$SNDK ($1.6K last qtr)$CTSH ($259 last qtr)$AME ($223 last qtr)$CPRT ($204 last qtr)$CEG ($202 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals5.6%—
- Systems Software5.6%—
- Interactive Media & Services4.0%—
- Broadline Retail4.0%—
- Transaction & Payment Processing Services3.1%—
- Financial Exchanges & Data2.5%—
- Rail Transportation2.3%—
- Semiconductors2.2%—
- Other holdings70.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 287K | $72.8K | +512 | 5.6% |
| $GOOGL | Alphabet Inc | 182K | $52.2K | -21K | 4.0% |
| $AMZN | Amazon.com Inc | 250K | $52.1K | -8.47K | 4.0% |
| $MSFT | Microsoft Corporation | 137K | $50.7K | -996 | 3.9% |
| $V | Visa Inc | 133K | $40.2K | -5.14K | 3.1% |
| $SPGI | S&P Global Inc | 77.6K | $32.9K | +734 | 2.5% |
| $UNP | Union Pacific Corporation | 122K | $29.7K | -1.41K | 2.3% |
| $NVDA | NVIDIA Corporation | 166K | $28.9K | +21.5K | 2.2% |
…and 183 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.