BOSTON FAMILY OFFICE LLC

CIK 0001039807 · Q1 2026

13F Equity AUM

$1.5M

-100.0% QoQ

Positions

309

0 QoQ

AUM Rank

#11,914

Top 96%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,031 · Top 61%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 18.3%Top 10: 28.6%Top 20: 43.6%

AAPL4.8%

GOOG3.5%

AMZN3.5%

MSFT3.4%

VOO3.2%

V2.7%

UNP2.0%

NVDA1.9%

SPY1.9%

BRK/B1.8%

Others (299)71.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services28.3%

Technology19.5%

Healthcare12.8%

Industrials11.3%

Communication Services7.0%

Consumer Cyclical6.1%

Basic Materials3.8%

Consumer Defensive3.5%

Other7.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 309Median: 0.09%Avg: 0.32%

0–0.5%

255(27.4%)

0.5–1%

23(16.8%)

1–3%

26(37.5%)

3–5%

5(18.3%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 302Unique: 7vs 20 funds

4.1%Low

309

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

5.7%

BANK OF AMERICA CORP /DE/

6.4%

5.9%

6.8%

9.3%

6.6%

VANGUARD CAPITAL MANAGEMENT LLC

6.2%

GEODE CAPITAL MANAGEMENT, LLC

5.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New13Increased106Decreased108Exited13

New Positions

SPOT0.2%

+6K

IBDY0.1%

+66K

EMXC0.1%

+13K

ANET0.1%

+8K

WEC0.0%

+5K

A4S0.0%

+1K

MPC0.0%

+2K

Infleqtion Inc0.0%

+42K

XLU0.0%

+7K

SLB0.0%

+5K

Increased

IBTK0.2%

+27K(+23%)

NFLX0.6%

+24K(+35%)

IBTJ0.2%

+22K(+17%)

NVDA1.9%

+22K(+15%)

VOO3.2%

+19K(+31%)

IBTL0.2%

+18K(+17%)

VTIP1.0%

+18K(+6%)

VCRB0.5%

+18K(+25%)

IBTI0.4%

+14K(+6%)

VEA0.3%

+14K(+28%)

Decreased

IBTG0.2%

-94,254(-43%)

GOOG3.5%

-21,019(-10%)

FTNY0.0%

-13,510(-35%)

PFE0.1%

-8,827(-14%)

AMZN3.5%

-8,471(-3%)

GLW0.2%

-8,068(-25%)

JPST0.1%

-7,959(-15%)

ATR1.3%

-7,647(-5%)

ROK1.6%

-7,090(-10%)

SPY1.9%

-6,510(-13%)

Exited

-6,733

-9,486

-42,000

-6,869

-3,120

-2,840

-1,085

-5,200

-7,152

-1,695

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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