Long-term investor
Boston Family Office LLC @bostonfamilyofficellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001039807).
Record
- Tracked since 2025-06-30 (441 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +7.3% · all +7.3%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.0% · long · since 2025-06-30
- VOO · 4.0% · long · since 2025-06-30
- GOOG · 3.6% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- PANW · 2.8% · long · since 2025-06-30
- V · 2.7% · long · since 2025-06-30
- NVDA · 2.3% · long · since 2025-06-30
- SPY · 2.0% · long · since 2025-06-30
- UNP · 2.0% · long · since 2025-06-30
- ROK · 1.9% · long · since 2025-06-30
- BRK-B · 1.7% · long · since 2025-06-30