§ 13F · FUND PROFILE
BOSTON FAMILY OFFICE LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5T (13F)Positions · 286Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 286K | $77.9B | 4.9% | −3% |
| 2 | MSFT | Microsoft Corporation | 138K | $66.7B | 4.2% | −1% |
| 3 | GOOG | Alphabet Inc. Class C | 203K | $63.7B | 4.0% | −3% |
| 4 | AMZN | Amazon.com, Inc. | 259K | $59.7B | 3.8% | +1% |
| 5 | V | Visa Inc. Class A | 138K | $48.5B | 3.1% | ±0% |
| 6 | VOO | Vanguard S&P 500 ETF | 61K | $38.3B | 2.4% | +6% |
| 7 | SPY | SPDR S&P 500 ETF Trust | 51K | $34.6B | 2.2% | +3% |
| 8 | BRK/B | Berkshire Hathaway Inc. Class B | 61K | $30.4B | 1.9% | +3% |
| 9 | SPGI | S&P Global, Inc. | 56K | $29.1B | 1.8% | +1% |
| 10 | UNP | Union Pacific Corporation | 124K | $28.7B | 1.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOSTON SIGNAL
AC read
BOSTON FAMILY OFFICE LLC is a Other fund managing $1505.8 trillion in assets. The fund runs a broad portfolio of 286 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed