BOSTON FAMILY OFFICE LLC: 13F holdings

CIK 10398072026Q2

Positions314
Reported value$1.6bn
Filed2026-08-12

Top 10 holdings

SecuritySharesValueWeight
AAPL Apple Inc.284,321$82.3m5.0%
VOO Vanguard S&P 500 ETF94,960$65.2m4.0%
GOOG Alphabet Inc. Class C167,341$59.1m3.6%
AMZN Amazon.com, Inc.236,311$56.3m3.4%
MSFT Microsoft Corporation143,994$53.7m3.3%
PANW Palo Alto Networks, Inc.135,164$46.1m2.8%
V Visa Inc. Class A131,573$45.1m2.7%
NVDA NVIDIA Corporation191,826$38.4m2.3%
SPY SPDR S&P 500 ETF Trust45,064$33.7m2.0%
UNP Union Pacific Corporation119,221$32.4m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1039807")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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