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 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 2.68 -2% 156918 144.02
Johnson & Johnson (JNJ) 2.52 161010 132.29
SPDR S&P; 500 ETF (SPY) 2.37 82836 241.80
Celgene Corporation (CELG) 2.08 135085 129.87
ANSYS (ANSS) 1.91 -4% 132731 121.68
Union Pacific Corporation (UNP) 1.91 147847 108.91
American Tower Reit 1.91 122238 132.32
Exxon Mobil Corporation (XOM) 1.79 186995 80.73
Ecolab (ECL) 1.72 109383 132.75
SPDR S&P; MidCap 400 ETF (MDY) 1.70 45086 317.62
Marsh & McLennan Companies (MMC) 1.67 181110 77.96
Vanguard Emerging Markets ETF (VWO) 1.65 340386 40.83
Rockwell Automation (ROK) 1.52 79076 161.96
iShares S&P; SmallCap 600 Index (IJR) 1.51 +5% 181593 70.11
Oracle Corporation (ORCL) 1.50 +4% 251949 50.14
First Republic Bank/san F 1.50 +2% 126697 100.10
Procter & Gamble Company (PG) 1.40 136166 87.15
Berkshire Hathaway (BRK.B) 1.35 67551 169.37
General Mills (GIS) 1.31 199186 55.40
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.30 126081 87.20
General Electric Company (GE) 1.26 -7% 394815 27.01
NIKE (NKE) 1.23 176779 59.00
Middleby Corporation (MIDD) 1.23 85725 121.50
Aptar (ATR) 1.18 115073 86.86
Pepsi (PEP) 1.06 -2% 77540 115.49
CVS Caremark Corporation (CVS) 1.04 -2% 109287 80.46
Parker-Hannifin Corporation (PH) 1.04 54994 159.82
Stericycle (SRCL) 1.00 110589 76.32
Gilead Sciences (GILD) 0.99 -8% 118459 70.78
Automatic Data Processing (ADP) 0.98 81149 102.47
3M Company (MMM) 0.94 37970 208.19
Microsoft Corporation (MSFT) 0.92 112792 68.93
Zebra Technologies (ZBRA) 0.92 77670 100.51
Amazon (AMZN) 0.92 +7% 8030 968.00
Schlumberger (SLB) 0.91 -11% 117351 65.84
Stryker Corporation (SYK) 0.90 -2% 54885 138.78
Quintiles Transnatio Hldgs I 0.89 +12% 84222 89.50
AFLAC Incorporated (AFL) 0.82 89363 77.68
Merck & Co (MRK) 0.81 107169 64.09
Philip Morris International (PM) 0.81 58431 117.45
Praxair (PX) 0.81 51683 132.56
McCormick & Company, Incorporated (MKC) 0.81 +7% 69880 97.51
Bankunited Inc Com 0.80 -5% 200649 33.71
Abbvie 0.80 93770 72.51
Dollar Tree (DLTR) 0.79 -2% 95687 69.92
PowerShares QQQ Trust, Series 1 (QQQQ) 0.78 +7% 47941 137.65
Weyerhaeuser Company (WY) 0.76 192392 33.50
Wabtec Corporation (WAB) 0.75 69517 91.50
Alphabet Inc Class C cs 0.74 +5% 6840 908.77
Nextera Energy Inc C om 0.72 +5% 43349 140.12
McDonald's Corporation (MCD) 0.70 -10% 38714 153.15
Straight Path Communic Cl B 0.69 32600 179.66
Roper Industries (ROP) 0.67 24556 231.51
LKQ Corporation (LKQX) 0.66 169349 32.95
Air Lease Corp Com 0.66 148545 37.36
Abbott Laboratories (ABT) 0.63 110044 48.61
Altria (MO) 0.59 66681 74.47
Danaher Corporation (DHR) 0.59 +3% 59019 84.40
Visa (V) 0.59 +2% 52993 93.79
Kinder Morgan Inc. 0.59 -2% 258440 19.16
Dentsply Sirona 0.57 74465 64.84
Thor Industries (THO) 0.54 +17% 43352 104.52
iShares MSCI Emerging Markets Indx (EEM) 0.51 103685 41.39
S&p Global 0.50 29210 145.98
Pfizer (PFE) 0.49 122674 33.59
Chevron Corporation (CVX) 0.49 +2% 39936 104.34
Lincoln Electric Holdings (LECO) 0.49 -4% 44641 92.09
GOLAR LNG Limited Com 0.49 187849 22.25
Te Connectivity Ltd for 0.49 +17% 52954 78.67
Coca-Cola Company (KO) 0.48 90345 44.85
Colgate-Palmolive Company (CL) 0.48 55247 74.12
Thermo Fisher Scientific (TMO) 0.46 +10% 22062 174.46
International Business Machines (IBM) 0.45 -3% 24931 153.82
JPMorgan Chase & Co. (JPM) 0.44 +7% 40580 91.40
Lowe's Companies (LOW) 0.42 -2% 45244 77.54
Raytheon Company (RTN) 0.41 +14% 21436 161.46
Clorox Company (CLX) 0.41 25969 133.24
Cisco Systems (CSCO) 0.40 -14% 109252 31.30
Intel Corporation (INTC) 0.39 -4% 98414 33.74
RPM International (RPM) 0.38 59548 54.54
Monsanto Company (MON) 0.36 25529 118.38
Dominion Resources (D) 0.36 39495 76.64
Sherwin-Williams Company (SHW) 0.36 8613 350.98
Verizon Communications (VZ) 0.36 -2% 68119 44.66
EOG Resources (EOG) 0.36 +3% 33177 90.51
Vanguard FTSE All-World ex-US ETF (VEU) 0.36 61288 50.03
Home Depot (HD) 0.35 +7% 19203 153.41
Newell Rubbermaid (NWL) 0.35 +75% 55500 53.62
Walt Disney Company (DIS) 0.34 +5% 26747 106.25
IDEXX Laboratories (IDXX) 0.33 -7% 17408 161.42
E.I. du Pont de Nemours & Company (DD) 0.31 -15% 32509 80.72
FedEx Corporation (FDX) 0.30 11819 217.36
Air Products & Chemicals (APD) 0.30 17886 143.07
Novartis AG (NVS) 0.30 -14% 30707 83.47
Vanguard Star Fd Intl Stk Idxf 0.30 +7% 48485 51.97
Facebook Inc cl a 0.30 +38% 16821 151.00
Bristol Myers Squibb (BMY) 0.29 -4% 43979 55.73
iShares Russell Microcap Index (IWC) 0.28 -5% 26318 88.91
Norfolk Southern (NSC) 0.27 18753 121.69
Corning Incorporated (GLW) 0.26 73422 30.05
Akamai Technologies (AKAM) 0.26 -7% 44031 49.81
Novo Nordisk A/S (NVO) 0.26 50855 42.89
Neogen Corporation (NEOG) 0.26 32128 69.10
Vanguard Extended Market ETF (VXF) 0.26 21530 102.28
Alphabet Inc Class A cs 0.26 +11% 2367 929.87
American Express Company (AXP) 0.25 25558 84.24
Northern Trust Corporation (NTRS) 0.25 +4% 21359 97.20
Comcast Corporation (CMCSA) 0.24 +7% 52855 38.92
AT&T; (T) 0.24 54576 37.73
Becton, Dickinson and (BDX) 0.24 +23% 10544 195.09
Amgen (AMGN) 0.24 -16% 12000 172.25
Walgreen Boots Alliance 0.24 25945 78.32
United Technologies Corporation (UTX) 0.23 15700 122.10
Ss&c Technologies Holding 0.23 50590 38.41
Illinois Tool Works (ITW) 0.22 12938 143.22
Vanguard Europe Pacific ETF (VEA) 0.22 -8% 45336 41.31
Diageo (DEO) 0.21 14919 119.85
Mondelez Int 0.21 +4% 41340 43.18
International Flavors & Fragrances (IFF) 0.20 +10% 12215 135.00
Kellogg Company (K) 0.20 23950 69.48
Wells Fargo & Company (WFC) 0.19 29292 55.41
Campbell Soup Company (CPB) 0.19 30070 52.14
QUALCOMM (QCOM) 0.19 29611 55.22
Welltower Inc Com reit 0.19 +9% 20891 74.86
Hologic (HOLX) 0.18 +275% 32795 45.37
Kimberly-Clark Corporation (KMB) 0.18 11588 129.10
Honeywell International (HON) 0.18 +9% 11490 133.33
Hubbell 0.18 13250 113.21
Chubb 0.18 +11% 10627 145.38
C.R. Bard (BCR) 0.17 4500 316.00
Fiserv (FISV) 0.17 11435 122.34
iShares S&P; MidCap 400 Index (IJH) 0.17 +99% 8125 173.91
Vanguard REIT ETF (VNQ) 0.17 16846 83.22
Anadarko Petroleum Corporation (APC) 0.16 29813 45.35
Macquarie Infrastructure Company (MIC) 0.16 +37% 17160 78.38
Berkshire Hathaway (BRK.A) 0.15 5 254600.00
Keweenaw Land Assn Ltd 0.15 12310 105.04
Allergan 0.15 -14% 5172 243.04
Stanley Black & Decker (SWK) 0.14 8148 140.77
Boston Scientific Corporation (BSX) 0.14 43550 27.72
Ingersoll-rand Co Ltd-cl A 0.14 13280 91.42
Cree (CREE) 0.14 48726 24.65
Vanguard Large-Cap ETF (VV) 0.14 -2% 10580 111.06
Vanguard Total Stock Market ETF (VTI) 0.14 +6% 9436 124.42
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.14 -6% 26162 45.75
Kraft Heinz 0.14 +4% 14039 85.62
Waste Management (WM) 0.12 13750 73.38
Royal Dutch Shell (RDS.A) 0.12 18648 53.20
Target Corporation (TGT) 0.12 -5% 19910 52.29
iShares Russell 2000 Index (IWM) 0.12 7032 140.93
Fortive 0.12 +15% 15570 63.33
Genuine Parts Company (GPC) 0.11 10166 92.76
Dun & Bradstreet Corporation (DNB) 0.11 +31% 8423 108.16
Alaska Air (ALK) 0.11 9925 89.77
Eli Lilly & Co. (LLY) 0.10 10580 82.33
iShares Russell 2000 Growth Index (IWO) 0.10 5100 168.82
Vanguard Dividend Appreciation ETF (VIG) 0.10 +13% 9254 92.72
Starwood Property Trust (STWD) 0.09 -4% 33333 22.38
Illumina (ILMN) 0.09 -4% 4454 173.55
Seagate Technology Com Stk 0.09 20000 38.75
PolyOne Corporation (POL) 0.09 -3% 19206 38.74
ICU Medical, Incorporated (ICUI) 0.09 4500 172.44
Nordic American Tanker Shippin 0.09 -10% 119550 6.34
SPDR S&P; Dividend (SDY) 0.09 -5% 8430 88.85
Medtronic 0.09 +2% 8639 88.78
Bank of New York Mellon Corporation (BK) 0.08 13850 51.05
Lincoln National Corporation (LNC) 0.08 10276 67.54
Travelers Companies (TRV) 0.08 5223 126.56
Coherent (COHR) 0.08 3162 224.86
ConocoPhillips (COP) 0.08 15515 43.96
Freeport-McMoRan Copper & Gold (FCX) 0.08 +2% 56282 12.01
Anheuser-Busch InBev NV (BUD) 0.08 6389 110.35
Teradyne (TER) 0.08 22100 30.05
iShares S&P; 500 Growth Index (IVW) 0.08 NEW 4932 136.86
iShares Russell Midcap Index Fund (IWR) 0.08 3473 192.05
Wp Carey 0.08 +2% 9610 65.97
Time Warner (TWX) 0.07 6000 100.33
State Street Corporation (STT) 0.07 -8% 6515 89.79
United Parcel Service (UPS) 0.07 5230 110.52
Emerson Electric (EMR) 0.07 9506 59.65
Analog Devices (ADI) 0.07 +37% 7287 77.81
Allstate Corporation (ALL) 0.07 6308 88.46
iShares S&P; 500 Value Index (IVE) 0.07 NEW 5435 104.88
Vanguard Mid-Cap ETF (VO) 0.07 -2% 3882 142.45
Ishares Core Msci Eafe Etf core msci eafe 0.07 NEW 8980 62.14
PNC Financial Services (PNC) 0.06 4370 124.94
Wal-Mart Stores (WMT) 0.06 6439 75.63
Baxter International (BAX) 0.06 -2% 8100 60.49
Jacobs Engineering (JEC) 0.06 9125 54.36
Accenture 0.06 +55% 4429 123.73
New York Times Company (NYT) 0.06 31000 17.71
Skyworks Solutions (SWKS) 0.06 -9% 5025 95.92
Vanguard Small-Cap ETF (VB) 0.06 -3% 3563 135.56
Vanguard Consumer Discretionary ETF (VCR) 0.06 3375 141.93
Vanguard Information Technology ETF (VGT) 0.06 +3% 3436 140.86
Express Scripts Holding 0.06 -27% 8070 63.82
Eversource Energy 0.06 -21% 8575 60.76
Boeing Company (BA) 0.05 +3% 2270 197.80
Yum! Brands (YUM) 0.05 -5% 5455 73.69
priceline.com Incorporated (PCLN) 0.05 NEW 233 1871.24
Juniper Networks (JNPR) 0.05 +25% 13800 27.90
UGI Corporation (UGI) 0.05 8850 48.36
Church & Dwight (CHD) 0.05 -23% 8654 51.88
Tesla Motors (TSLA) 0.05 NEW 1105 361.99
iShares MSCI Australia Index Fund (EWA) 0.05 17617 21.68
iShares Dow Jones US Technology (IYW) 0.05 2800 139.64
Southern National Banc. of Virginia (SONA) 0.05 23900 17.62
Vantiv Inc Cl A 0.05 -2% 6730 63.30
Allegion Plc equity 0.05 +9% 5527 81.06
Cdk Global Inc equities 0.05 6986 62.12
Steris 0.05 5325 81.50
SYSCO Corporation (SYY) 0.04 5900 50.34
Avery Dennison Corporation (AVY) 0.04 3694 88.25
Dow Chemical Company (DOW) 0.04 -19% 4910 63.14
GlaxoSmithKline (GSK) 0.04 7354 43.11
Halliburton Company (HAL) 0.04 8750 42.74
GATX Corporation (GMT) 0.04 5550 64.32
Unilever (UL) 0.04 +2% 6740 54.15
iShares MSCI ACWI Index Fund (ACWI) 0.04 5000 65.40
Vanguard Health Care ETF (VHT) 0.04 2160 147.22
Vanguard Consumer Staples ETF (VDC) 0.04 2410 141.08
Vanguard Industrials ETF (VIS) 0.04 2320 128.45
Vanguard Total World Stock Idx Fd (VT) 0.04 4500 67.56
Fortune Brands 0.04 4750 65.26
Wec Energy Group Inc Com stock 0.04 5473 61.39
Cognizant Technology Solutions (CTSH) 0.03 NEW 3498 66.32
Blackstone (BX) 0.03 NEW 6670 33.28
Costco Wholesale Corporation (COST) 0.03 +12% 1563 159.95
Franklin Resources (BEN) 0.03 +3% 5115 44.77
H&R; Block (HRB) 0.03 9000 30.89
Texas Instruments Incorporated (TXN) 0.03 3700 77.03
UnitedHealth (UNH) 0.03 1550 185.16
iShares S&P; 500 Index (IVV) 0.03 -21% 902 243.90
BorgWarner (BWA) 0.03 5900 42.37
Vanguard Financials ETF (VFH) 0.03 4655 62.51
Nxp Semiconductors N V 0.03 2000 109.50
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.03 2000 144.50
iShares FTSE Developed Small Cap ex-Nor (IFSM) 0.03 4400 52.05
Cambridge Ban (CATC) 0.03 3495 67.24
Vanguard Intl Equity Index F glb ex us etf 0.03 4925 56.24
MasterCard Incorporated (MA) 0.02 NEW 1674 121.27
Applied Materials (AMAT) 0.02 NEW 5000 41.40
Science App Int'l 0.02 2985 69.35
Charter Communications Inc New Cl A cl a 0.02 618 336.57
Fenix Outdoor International 0.02 NEW 1890 107.41
Avon Products (AVP) 0.01 30295 3.80
Rite Aid Corporation (RAD) 0.01 NEW 22500 2.93
Fairmount Santrol Holdings 0.01 NEW 16000 3.88
Navios Maritime Partners Lp 0.00 23545 1.57
Viaspace (VSPC) 0.00 193750 0.00
Hypertension Diagnostics 0.00 36000 0.00
Catabasis Pharmaceuticals 0.00 24467 1.39
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