Boston Family Office

Latest statistics and disclosures from Boston Family Office's latest quarterly 13F-HR filing:

Companies in the Boston Family Office portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 2.90 141169 197.92
American Tower Reit 2.54 119654 204.45
Union Pacific Corporation (UNP) 2.48 141255 169.11
Amazon (AMZN) 2.33 11846 1893.63
SPDR S&P; 500 ETF (SPY) 2.32 76297 293.00
ANSYS (ANSS) 2.16 101689 204.82
Ecolab (ECL) 2.13 103774 197.44
Microsoft Corporation (MSFT) 2.00 143889 133.96
Visa (V) 1.98 109994 +2% 173.55
Johnson & Johnson (JNJ) 1.97 136252 139.28
Marsh & McLennan Companies (MMC) 1.86 179277 99.75
Iqvia Holdings Inc 1.74 104282 160.90
Automatic Data Processing (ADP) 1.59 92576 165.33
First Republic Bank/san F 1.55 152785 97.65
NIKE (NKE) 1.53 175970 83.95
SPDR S&P; MidCap 400 ETF (MDY) 1.51 40887 354.59
Zebra Technologies (ZBRA) 1.49 68379 209.49
Berkshire Hathaway (BRK.B) 1.44 64958 213.17
Aptar (ATR) 1.44 111553 124.34
Vanguard Emerging Markets ETF (VWO) 1.41 318843 42.53
iShares S&P; SmallCap 600 Index (IJR) 1.40 172517 78.28
Rockwell Automation (ROK) 1.37 80667 163.83
Air Products & Chemicals (APD) 1.28 54509 226.37
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.21 112929 103.40
Procter & Gamble Company (PG) 1.20 105490 -3% 109.65
McCormick & Company, Incorporated (MKC) 1.20 74549 +4% 155.01
Middleby Corporation (MIDD) 1.18 83721 135.70
Roper Industries (ROP) 1.15 30201 -3% 366.25
Stryker Corporation (SYK) 1.14 53360 205.58
Thermo Fisher Scientific (TMO) 1.12 36846 293.68
Te Connectivity Ltd for 1.08 108458 +6% 95.78
Dollar Tree (DLTR) 1.06 94920 107.39
General Mills (GIS) 1.03 189770 52.52
Exxon Mobil Corporation (XOM) 1.01 126488 -4% 76.63
Verizon Communications (VZ) 1.01 170168 57.13
Alphabet Inc Class C cs 1.01 8976 1080.88
Pepsi (PEP) 0.99 72673 131.14
Nextera Energy Inc C om 0.98 46230 204.87
Raytheon Company (RTN) 0.94 51842 173.87
Abbott Laboratories (ABT) 0.92 104945 84.10
AFLAC Incorporated (AFL) 0.91 160786 -6% 54.81
Merck & Co (MRK) 0.85 97067 83.85
McDonald's Corporation (MCD) 0.80 37279 207.65
Danaher Corporation (DHR) 0.79 53471 142.92
Invesco Qqq Trust Series 1 0.78 40076 -4% 186.75
IDEXX Laboratories (IDXX) 0.75 26357 275.33
Gilead Sciences (GILD) 0.74 105845 67.56
CVS Caremark Corporation (CVS) 0.72 127463 -3% 54.49
JPMorgan Chase & Co. (JPM) 0.68 58341 +29% 111.81
S&p Global 0.67 28276 227.79
3M Company (MMM) 0.61 33746 173.35
Ss&c Technologies Holding 0.60 100498 +59% 57.61
SPDR S&P; Biotech (XBI) 0.58 63522 -2% 87.72
Chevron Corporation (CVX) 0.56 43655 +10% 124.43
Abbvie 0.56 73772 72.72
Cisco Systems (CSCO) 0.54 95692 54.73
Becton, Dickinson and (BDX) 0.54 20830 +21% 251.99
iShares MSCI Emerging Markets Indx (EEM) 0.51 113868 42.91
Pfizer (PFE) 0.51 112290 43.32
International Flavors & Fragrances (IFF) 0.46 30313 +4% 145.09
Philip Morris International (PM) 0.46 56123 78.52
Clorox Company (CLX) 0.45 28110 153.11
Home Depot (HD) 0.44 20514 207.96
EOG Resources (EOG) 0.44 44996 +4% 93.16
Sherwin-Williams Company (SHW) 0.43 9051 458.29
Intel Corporation (INTC) 0.43 85856 47.87
Vanguard Total Stock Market ETF (VTI) 0.43 27379 +12% 150.08
Comcast Corporation (CMCSA) 0.42 96281 +14% 42.28
Coca-Cola Company (KO) 0.42 80053 50.92
salesforce (CRM) 0.42 26630 +7% 151.75
LKQ Corporation (LKQX) 0.41 147896 -5% 26.61
GOLAR LNG Limited Com 0.41 214737 18.48
Walt Disney Company (DIS) 0.39 27025 +5% 139.65
Neogen Corporation (NEOG) 0.39 60000 +2% 62.12
Norfolk Southern (NSC) 0.38 18123 199.30
RPM International (RPM) 0.38 59473 61.10
Lincoln Electric Holdings (LECO) 0.37 43319 82.32
Lowe's Companies (LOW) 0.37 35335 100.92
Xylem 0.36 41976 +9% 83.64
Dominion Resources (D) 0.35 43812 +2% 77.33
Adobe Systems Incorporated (ADBE) 0.35 11539 +111% 294.65
Vanguard FTSE All-World ex-US ETF (VEU) 0.35 65889 -3% 50.99
Oracle Corporation (ORCL) 0.31 52331 -9% 56.96
Altria (MO) 0.29 59493 47.35
Stericycle (SRCL) 0.29 59095 47.75
Vanguard Star Fd Intl Stk Idxf 0.29 52228 +8% 52.75
Parker-Hannifin Corporation (PH) 0.28 16121 170.03
Weyerhaeuser Company (WY) 0.28 103156 -9% 26.34
Vanguard Dividend Appreciation ETF (VIG) 0.27 22339 115.18
Alphabet Inc Class A cs 0.27 2402 -2% 1082.85
International Business Machines (IBM) 0.26 18003 -7% 137.92
Colgate-Palmolive Company (CL) 0.25 34055 71.68
Novo Nordisk A/S (NVO) 0.25 46967 51.04
Wabtec Corporation (WAB) 0.25 33017 71.75
Mondelez Int 0.25 45064 53.90
Corning Incorporated (GLW) 0.24 68597 33.22
American Express Company (AXP) 0.24 18368 123.42
iShares S&P; MidCap 400 Index (IJH) 0.24 12058 194.23
Novartis AG (NVS) 0.23 24110 91.29
Welltower Inc Com reit 0.23 27240 81.53
AT&T; (T) 0.22 62460 33.51
Vanguard Extended Market ETF (VXF) 0.22 17465 +2% 118.58
Dentsply Sirona 0.22 35891 58.37
Diageo (DEO) 0.21 11700 +2% 172.31
Thor Industries (THO) 0.21 33974 58.46
FedEx Corporation (FDX) 0.20 11862 -13% 164.22
Analog Devices (ADI) 0.20 17465 +6% 112.85
Amgen (AMGN) 0.20 10616 184.25
Illinois Tool Works (ITW) 0.20 12917 150.81
Waste Management (WM) 0.19 15997 +6% 115.40
Bristol Myers Squibb (BMY) 0.19 41113 45.34
Illumina (ILMN) 0.19 4918 +2% 368.24
Vanguard Europe Pacific ETF (VEA) 0.19 44196 41.70
Boston Scientific Corporation (BSX) 0.18 41405 42.99
Ingersoll-rand Co Ltd-cl A 0.18 13580 126.66
Hubbell 0.18 13250 130.42
Northern Trust Corporation (NTRS) 0.17 17901 89.99
Hologic (HOLX) 0.17 33545 -6% 48.03
QUALCOMM (QCOM) 0.17 21493 -4% 76.07
Servicenow 0.17 6129 +4% 274.60
Kimberly-Clark Corporation (KMB) 0.16 11245 133.30
Schlumberger (SLB) 0.16 37966 -4% 39.75
Solaredge Technologies 0.16 25220 +9% 62.45
Target Corporation (TGT) 0.15 16445 -5% 86.59
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.15 30168 47.04
Kinder Morgan Inc. 0.15 67269 -6% 20.89
Alcon Inc 0.15 23012 NEW 62.05
iShares Russell 2000 Index (IWM) 0.14 8581 155.46
Honeywell International (HON) 0.13 6993 174.60
United Technologies Corporation (UTX) 0.13 9903 -7% 130.16
Kellogg Company (K) 0.13 23770 53.55
Seagate Technology Com Stk 0.13 26000 47.12
Vanguard REIT ETF (VNQ) 0.13 14216 -2% 87.37
Celgene Corporation (CELG) 0.12 12000 -74% 92.42
ICU Medical, Incorporated (ICUI) 0.12 4500 252.00
Vanguard Large-Cap ETF (VV) 0.12 8493 +4% 134.70
Fortive 0.12 14237 81.55
Costco Wholesale Corporation (COST) 0.11 3865 264.17
Eli Lilly & Co. (LLY) 0.11 9776 110.78
Royal Dutch Shell (RDS.A) 0.11 16273 65.08
iShares S&P; 500 Index (IVV) 0.11 3506 +8% 294.64
Cree (CREE) 0.11 18500 56.16
iShares Russell 2000 Growth Index (IWO) 0.11 5060 200.79
Vaneck Vectors Etf Tr morningstar wide 0.11 21460 +69% 48.04
Vaneck Vectors Etf Tr morningstar intl 0.11 33054 -26% 30.95
Genuine Parts Company (GPC) 0.10 9166 103.53
Berkshire Hathaway (BRK.A) 0.10 3 318333.33
Vanguard Mid-Cap ETF (VO) 0.10 5530 +3% 167.09
Dupont De Nemours Inc Com 0.10 13255 NEW 75.07
Starwood Property Trust (STWD) 0.09 39075 +2% 22.73
Stanley Black & Decker (SWK) 0.09 5868 -8% 144.68
Accenture 0.09 4637 -4% 184.82
Teradyne (TER) 0.09 19000 47.89
Keweenaw Land Assn Ltd 0.09 12310 71.00
iShares S&P; 500 Growth Index (IVW) 0.09 4932 179.24
Medtronic 0.09 9113 +16% 97.44
Worldpay Ord 0.09 6770 122.60
Bank of New York Mellon Corporation (BK) 0.08 16706 44.18
Wal-Mart Stores (WMT) 0.08 6591 110.45
Anadarko Petroleum Corporation (APC) 0.08 11413 -9% 70.53
Jacobs Engineering (JEC) 0.08 9125 84.38
iShares Russell Midcap Index Fund (IWR) 0.08 13892 55.86
SPDR S&P; Dividend (SDY) 0.08 7285 100.89
iShares Russell Microcap Index (IWC) 0.08 7928 -23% 93.21
Paypal Holdings 0.08 6435 114.53
Steris Plc Ord equities 0.08 5325 148.92
Lincoln National Corporation (LNC) 0.07 10276 64.42
Baxter International (BAX) 0.07 8100 81.85
General Electric Company (GE) 0.07 66903 10.49
Travelers Companies (TRV) 0.07 4350 -2% 149.43
ConocoPhillips (COP) 0.07 10380 -20% 60.98
Church & Dwight (CHD) 0.07 9595 73.06
iShares S&P; 500 Value Index (IVE) 0.07 5435 116.65
Facebook Inc cl a 0.07 3338 -18% 192.93
Dow Inc 0.07 13255 NEW 49.34
PNC Financial Services (PNC) 0.06 4350 137.24
Wells Fargo & Company (WFC) 0.06 11857 47.31
Emerson Electric (EMR) 0.06 8860 66.70
Fiserv (FISV) 0.06 6214 -8% 91.08
Intuit (INTU) 0.06 2032 261.32
Vanguard Small-Cap ETF (VB) 0.06 3700 +4% 156.76
iShares Dow Jones US Technology (IYW) 0.06 2800 197.86
Allegion Plc equity 0.06 5500 110.55
Square Inc cl a 0.06 8125 72.49
Yum! Brands (YUM) 0.05 4476 -6% 110.59
Allstate Corporation (ALL) 0.05 5183 -5% 101.68
Freeport-McMoRan Copper & Gold (FCX) 0.05 42982 11.61
Anheuser-Busch InBev NV (BUD) 0.05 5950 -3% 88.57
Macquarie Infrastructure Company (MIC) 0.05 11520 +3% 40.54
Align Technology (ALGN) 0.05 1926 273.62
Vanguard Financials ETF (VFH) 0.05 7129 -4% 69.01
Vanguard Industrials ETF (VIS) 0.05 3294 -3% 145.72
Wp Carey 0.05 6385 81.13
Ishares Core Msci Eafe Etf core msci eafe 0.05 8280 61.35
Vanguard S&p 500 Etf idx fd 0.05 1854 +20% 269.15
Eversource Energy 0.05 6827 -2% 75.73
Wec Energy Group Inc Com stock 0.05 5786 83.30
Johnson Controls International Plc equity 0.05 12610 -18% 41.32
Crispr Therapeutics Ag 0.05 10400 47.12
MasterCard Incorporated (MA) 0.04 1473 264.77
United Parcel Service (UPS) 0.04 3610 103.32
SYSCO Corporation (SYY) 0.04 5750 70.78
Global Payments (GPN) 0.04 2190 160.27
Avery Dennison Corporation (AVY) 0.04 3410 115.54
Coherent (COHR) 0.04 2702 136.20
Valero Energy Corporation (VLO) 0.04 4875 -2% 85.54
GlaxoSmithKline (GSK) 0.04 10105 39.98
Texas Instruments Incorporated (TXN) 0.04 3625 114.76
UnitedHealth (UNH) 0.04 1655 244.11
TJX Companies (TJX) 0.04 7204 52.89
Starbucks Corporation (SBUX) 0.04 4685 +14% 83.88
GATX Corporation (GMT) 0.04 5450 79.27
UGI Corporation (UGI) 0.04 7500 53.47
Skyworks Solutions (SWKS) 0.04 5000 77.20
Unilever (UL) 0.04 6670 61.92
Vanguard High Dividend Yield ETF (VYM) 0.04 4830 87.37
Vanguard Health Care ETF (VHT) 0.04 1959 NEW 174.07
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.04 2000 215.50
Vanguard Total World Stock Idx Fd (VT) 0.04 4500 75.11
Southern National Banc. of Virginia (SONA) 0.04 22900 15.33
Cdk Global Inc equities 0.04 6986 49.38
Walgreen Boots Alliance 0.04 7700 -8% 54.68
Kraft Heinz 0.04 12308 -5% 31.04
Chubb 0.04 2897 -35% 147.39
Corteva Inc Com 0.04 12263 NEW 29.60
Fidelity National Information Services (FIS) 0.03 2675 122.62
H&R; Block (HRB) 0.03 9000 29.33
Microchip Technology (MCHP) 0.03 3109 NEW 86.84
Boeing Company (BA) 0.03 740 363.51
iShares MSCI EAFE Index Fund (EFA) 0.03 3938 65.77
Dover Corporation (DOV) 0.03 3141 100.29
BorgWarner (BWA) 0.03 5900 42.03
Boston Properties (BXP) 0.03 2005 +19% 129.18
Vanguard Information Technology ETF (VGT) 0.03 1277 -9% 210.65
Cambridge Ban (CATC) 0.03 3679 81.54
Guidewire Software 0.03 3246 +20% 101.36
stock 0.03 1951 NEW 125.58
Charter Communications Inc New Cl A cl a 0.03 618 394.82
Yum China Holdings 0.03 6220 NEW 46.14
Booking Holdings 0.03 172 -2% 1872.09
Cigna Corp New 0.03 1752 -18% 157.53
Cognizant Technology Solutions (CTSH) 0.02 3498 63.46
T. Rowe Price (TROW) 0.02 1983 NEW 109.93
Deere & Company (DE) 0.02 1250 NEW 165.60
Applied Materials (AMAT) 0.02 5000 NEW 45.00
Fastenal Company (FAST) 0.02 7020 +100% 32.62
Industrial SPDR (XLI) 0.02 2885 77.30
Estee Lauder Companies (EL) 0.02 1200 NEW 183.33
iShares Russell 1000 Growth Index (IWF) 0.02 1272 NEW 157.23
Fortune Brands 0.02 3650 NEW 57.26
Ishares Inc core msci emkt 0.02 3990 51.38
Enanta Pharmaceuticals 0.02 2750 84.36
22nd Centy 0.02 100000 2.09
Science App Int'l 0.02 2735 86.65
Globalstar (GSAT) 0.00 10000 0.50
Viaspace (VSPC) 0.00 207550 0.00
Hypertension Diagnostics 0.00 36000 0.00
Flu Ence Corp Ltd 0.00 22659 0.40
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Past 13F-HR SEC Filings by Boston Family Office

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