Boston Family Office

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

Portfolio Holdings for Boston Family Office

Companies in the Boston Family Office portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.6 $48M 131k 364.80
Amazon (AMZN) 3.4 $35M 13k 2758.81
Marsh & McLennan Companies (MMC) 3.3 $34M -2% 312k 107.37
Microsoft Corporation (MSFT) 3.0 $31M 152k 203.51
Ansys (ANSS) 2.9 $30M +2% 101k 291.73
American Tower Reit (AMT) 2.7 $28M 107k 258.54
SPDR S&P 500 Eft (SPY) 2.3 $24M 77k 308.35
Union Pacific Corporation (UNP) 2.3 $23M 138k 169.07
Visa (V) 2.2 $23M +4% 118k 193.17
Ecolab (ECL) 2.1 $22M +5% 110k 198.95
Zebra Technologies (ZBRA) 1.9 $19M 76k 255.95
Nike (NKE) 1.7 $17M 177k 98.05
Iqvia Holdings (IQV) 1.7 $17M 122k 141.88
Rockwell Automation (ROK) 1.7 $17M 81k 213.00
Johnson & Johnson (JNJ) 1.6 $16M 115k 140.63
First Republic Bank/san F (FRC) 1.6 $16M 152k 105.99
Aptar (ATR) 1.5 $16M 140k 111.98
Thermo Fisher Scientific (TMO) 1.3 $14M +2% 38k 362.34
Automatic Data Processing (ADP) 1.3 $14M 91k 148.89
Air Products & Chemicals (APD) 1.3 $14M +2% 56k 241.47
Alphabet Inc Class C cs (GOOG) 1.3 $13M 9.4k 1413.61
McCormick & Company, Incorporated (MKC) 1.3 $13M 74k 179.41
Roper Industries (ROP) 1.3 $13M +6% 34k 388.26
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.2 $12M 110k 110.44
SPDR S&P MidCap 400 Eft (MDY) 1.2 $12M 37k 324.49
Procter & Gamble Company (PG) 1.1 $12M 99k 119.57
Berkshire Hathaway (BRK.B) 1.1 $12M 66k 178.50
Vanguard FTSE Emerging Mkts Eft (VWO) 1.1 $12M 291k 39.61
Nextera Energy (NEE) 1.1 $11M 47k 240.17
General Mills (GIS) 1.0 $11M 175k 61.65
iShares S&P SmallCap 600 Index Eft (IJR) 1.0 $11M -2% 155k 68.29
Stryker Corporation (SYK) 1.0 $10M 57k 180.18
CVS Caremark Corporation (CVS) 1.0 $10M +2% 155k 64.97
Pepsi (PEP) 1.0 $9.8M 74k 132.26
Invesco QQQ Trust Eft (QQQ) 0.9 $9.6M -2% 39k 247.60
Abbott Laboratories (ABT) 0.9 $9.5M 104k 91.43
S&p Global (SPGI) 0.9 $9.2M 28k 329.47
Adobe Systems Incorporated (ADBE) 0.9 $9.1M +33% 21k 435.32
Danaher Corporation (DHR) 0.9 $8.8M -2% 50k 176.84
Te Connectivity Ltd for (TEL) 0.8 $8.7M -4% 107k 81.55
Dollar Tree (DLTR) 0.8 $8.7M 94k 92.68
IDEXX Laboratories (IDXX) 0.8 $8.5M 26k 330.17
salesforce (CRM) 0.8 $8.5M +48% 45k 187.33
Verizon Communications (VZ) 0.8 $8.4M 152k 55.13
Abbvie (ABBV) 0.7 $7.2M 73k 98.18
SPDR S&P Biotech (XBI) 0.7 $7.1M +5% 63k 111.95
Merck & Co (MRK) 0.7 $6.9M 89k 77.33
McDonald's Corporation (MCD) 0.7 $6.7M 36k 184.48
Becton, Dickinson and (BDX) 0.6 $6.2M +21% 26k 239.25
JPMorgan Chase & Co. (JPM) 0.6 $6.2M +17% 66k 94.06
Chevron Corporation (CVX) 0.6 $6.1M 68k 89.23
Home Depot (HD) 0.6 $5.8M 23k 250.49
AFLAC Incorporated (AFL) 0.6 $5.7M 159k 36.03
Clorox Company (CLX) 0.5 $5.6M -3% 25k 219.36
Sherwin-Williams Company (SHW) 0.5 $5.1M -2% 8.8k 577.79
Neogen Corporation (NEOG) 0.5 $5.0M +2% 65k 77.60
Intel Corporation (INTC) 0.5 $5.0M 84k 59.83
3M Company (MMM) 0.5 $4.8M 31k 155.98
Lowe's Companies (LOW) 0.4 $4.6M 34k 135.11
Middleby Corporation (MIDD) 0.4 $4.4M -24% 56k 78.93
Vanguard Total Eft (VTI) 0.4 $4.4M 28k 156.55
RPM International (RPM) 0.4 $4.3M -3% 57k 75.05
iShares MSCI Emerging Markets Eft (EEM) 0.4 $4.2M 105k 39.99
Waste Management (WM) 0.4 $4.1M -2% 39k 105.92
Cisco Systems (CSCO) 0.4 $4.0M 85k 46.64
Xylem (XYL) 0.4 $3.8M -2% 59k 64.95
Comcast Corporation (CMCSA) 0.4 $3.7M -7% 94k 38.98
Dominion Resources (D) 0.4 $3.6M 45k 81.17
Alphabet Inc Class A cs (GOOGL) 0.4 $3.6M +2% 2.6k 1417.87
Lincoln Electric Holdings (LECO) 0.4 $3.6M 43k 84.23
LKQ Corporation (LKQ) 0.3 $3.5M 135k 26.20
Thor Industries (THO) 0.3 $3.5M 33k 106.54
Coca-Cola Company (KO) 0.3 $3.4M 76k 44.69
Solaredge Technologies (SEDG) 0.3 $3.4M -3% 25k 138.77
Stericycle (SRCL) 0.3 $3.3M 58k 55.98
International Flavors & Fragrances (IFF) 0.3 $3.2M +17% 26k 122.47
Norfolk Southern (NSC) 0.3 $3.2M 18k 175.58
Novo Nordisk A/S (NVO) 0.3 $3.1M 47k 65.48
Servicenow (NOW) 0.3 $3.0M +3% 7.4k 405.07
Vanguard FTSE All-World Ex-US Eft (VEU) 0.3 $3.0M 63k 47.60
Exxon Mobil Corporation (XOM) 0.3 $3.0M -3% 66k 44.71
Gilead Sciences (GILD) 0.3 $3.0M -52% 39k 76.93
Parker-Hannifin Corporation (PH) 0.3 $2.9M 16k 183.29
Pfizer (PFE) 0.3 $2.8M -3% 86k 32.70
Golar Lng (GLNG) 0.3 $2.8M +63% 387k 7.24
Walt Disney Company (DIS) 0.3 $2.8M -5% 25k 111.50
Vanguard FTSE Developed Market Eft (VEA) 0.3 $2.8M +75% 72k 38.79
Vanguard Dividend Appreciation Eft (VIG) 0.3 $2.8M +2% 24k 117.16
Philip Morris International (PM) 0.3 $2.7M -4% 39k 70.06
Amgen (AMGN) 0.2 $2.5M -2% 11k 235.82
Vanguard Extended Market Eft (VXF) 0.2 $2.5M +25% 21k 118.33
Ss&c Technologies Holding (SSNC) 0.2 $2.5M -60% 44k 56.49
Bristol Myers Squibb (BMY) 0.2 $2.5M 42k 58.81
Colgate-Palmolive Company (CL) 0.2 $2.5M 34k 73.25
Vanguard Total Intl Stock ETF Eft (VXUS) 0.2 $2.4M -30% 49k 49.17
Mondelez Int (MDLZ) 0.2 $2.4M 47k 51.13
Illinois Tool Works (ITW) 0.2 $2.2M 13k 174.85
Raytheon Technologies Corp (RTX) 0.2 $2.1M NEW 35k 61.61
iShares Core S&P Mid-Cap Eft (IJH) 0.2 $2.0M 11k 177.82
Qualcomm (QCOM) 0.2 $2.0M 22k 91.21
Alcon (ALC) 0.2 $1.9M +9% 34k 57.33
Target Corporation (TGT) 0.2 $1.9M 16k 119.91
Altria (MO) 0.2 $1.9M 49k 39.25
Costco Wholesale Corporation (COST) 0.2 $1.9M -2% 6.3k 303.26
Oracle Corporation (ORCL) 0.2 $1.9M -18% 34k 55.28
EOG Resources (EOG) 0.2 $1.8M -3% 36k 50.67
Weyerhaeuser Company (WY) 0.2 $1.8M -22% 80k 22.45
Analog Devices (ADI) 0.2 $1.8M -19% 14k 122.62
At&t (T) 0.2 $1.8M -14% 58k 30.23
iShares S&P 500 Index Fund Eft (IVV) 0.2 $1.7M -2% 5.6k 309.72
International Business Machines (IBM) 0.2 $1.7M -3% 14k 120.79
Illumina (ILMN) 0.2 $1.7M 4.5k 370.37
Hubbell (HUBB) 0.2 $1.6M 13k 125.32
Novartis (NVS) 0.2 $1.6M 18k 87.37
Eli Lilly & Co. (LLY) 0.2 $1.6M 9.7k 164.20
Diageo (DEO) 0.2 $1.6M -7% 12k 134.36
FedEx Corporation (FDX) 0.2 $1.6M 11k 140.23
American Express Company (AXP) 0.2 $1.6M 16k 95.17
Dentsply Sirona (XRAY) 0.1 $1.5M 35k 44.05
Kimberly-Clark Corporation (KMB) 0.1 $1.5M 11k 141.31
stock (SPLK) 0.1 $1.5M +11% 7.6k 198.66
Kellogg Company (K) 0.1 $1.5M 22k 66.06
Welltower Inc Com reit (WELL) 0.1 $1.4M 27k 51.76
Hologic (HOLX) 0.1 $1.4M -4% 24k 57.01
VanEck Vectors Morningstar Wid Eft (MOAT) 0.1 $1.3M +4% 25k 52.25
Vanguard Large-Cap Eft (VV) 0.1 $1.3M 9.0k 143.00
Trane Technologies (TT) 0.1 $1.2M 14k 88.97
iShares Russell 2000 Index Fun Eft (IWM) 0.1 $1.2M +12% 8.4k 143.20
Teradyne (TER) 0.1 $1.2M -16% 14k 84.49
Kinder Morgan (KMI) 0.1 $1.1M +30% 75k 15.17
Wisdomtree Emerging Mkts Sm Ca Eft (DGS) 0.1 $1.1M 29k 39.00
Corning Incorporated (GLW) 0.1 $1.1M -13% 43k 25.90
iShares Russell Mid-Cap Index Eft (IWR) 0.1 $1.1M +49% 21k 53.62
Seagate Technology Com Stk (STX) 0.1 $1.1M 23k 48.39
Fidelity National Information Services (FIS) 0.1 $1.1M 8.2k 134.14
Cree (CREE) 0.1 $1.1M 19k 59.20
iShares 500 Growth Index Fund Eft (IVW) 0.1 $1.1M 5.3k 207.45
Vanguard REIT ETF (VNQ) 0.1 $1.1M -4% 14k 78.50
Boston Scientific Corporation (BSX) 0.1 $1.1M 30k 35.11
Paypal Holdings (PYPL) 0.1 $1.0M -8% 5.8k 174.29
Northern Trust Corporation (NTRS) 0.1 $997k -21% 13k 79.32
Accenture (ACN) 0.1 $965k 4.5k 214.83
Honeywell International (HON) 0.1 $956k -3% 6.6k 144.54
iShares Russell 2000 Growth Eft (IWO) 0.1 $937k -5% 4.5k 206.84
Fortive (FTV) 0.1 $918k 14k 67.69
Facebook Inc cl a (FB) 0.1 $913k +20% 4.0k 227.00
Tyler Technologies (TYL) 0.1 $871k NEW 2.5k 347.01
Vanguard Mid-Cap Eft (VO) 0.1 $869k -28% 5.3k 163.96
ICU Medical, Incorporated (ICUI) 0.1 $829k 4.5k 184.22
Steris Plc Ord equities (STE) 0.1 $817k 5.3k 153.43
Berkshire Hathaway (BRK.A) 0.1 $802k 3.00 267333.33
Stanley Black & Decker (SWK) 0.1 $797k -7% 5.7k 139.38
Square Inc cl a (SQ) 0.1 $779k 7.4k 104.92
Wal-Mart Stores (WMT) 0.1 $776k 6.5k 119.83
UnitedHealth (UNH) 0.1 $774k +2% 2.6k 294.97
Medtronic (MDT) 0.1 $768k -13% 8.4k 91.75
Crispr Therapeutics (CRSP) 0.1 $757k 10k 73.50
iShares Dow Jones US Technology (IYW) 0.1 $755k 2.8k 269.64
Keweenaw Land Assn (KEWL) 0.1 $753k 12k 61.17
Livongo Health (LVGO) 0.1 $752k 10.0k 75.20
Envista Hldgs Corp (NVST) 0.1 $743k 35k 21.09
VanEck Vectors Morningstar Int Eft (MOTI) 0.1 $730k 26k 28.24
Baxter International (BAX) 0.1 $720k 8.4k 86.04
Vanguard S&P 500 Eft (VOO) 0.1 $718k +30% 2.5k 283.35
Genuine Parts Company (GPC) 0.1 $701k 8.1k 86.91
Church & Dwight (CHD) 0.1 $689k -8% 8.9k 77.34
Allstate Corporation (ALL) 0.1 $681k +16% 7.0k 97.01
iShares S&P 500 Value Index Fu Eft (IVE) 0.1 $671k 6.2k 108.14
Starwood Property Trust (STWD) 0.1 $636k 43k 14.96
Skyworks Solutions (SWKS) 0.1 $630k 4.9k 127.79
SPDR S&P Dividend Eft (SDY) 0.1 $603k 6.6k 91.14
Intuit (INTU) 0.1 $595k 2.0k 296.17
Emerson Electric (EMR) 0.1 $587k 9.5k 62.03
United Parcel Service (UPS) 0.1 $574k +39% 5.2k 111.24
Allegion Plc equity (ALLE) 0.1 $562k 5.5k 102.20
iShares S&P NA Tech. Sec. Idx (IGM) 0.1 $558k 2.0k 279.00
Fiserv (FISV) 0.1 $533k 5.5k 97.55
Guidewire Software (GWRE) 0.1 $518k +7% 4.7k 110.90
Eversource Energy (ES) 0.0 $501k 6.0k 83.26
Wec Energy Group (WEC) 0.0 $498k 5.7k 87.60
Freeport-McMoRan Copper & Gold (FCX) 0.0 $497k 43k 11.56
Bank of New York Mellon Corporation (BK) 0.0 $492k 13k 38.68
Microchip Technology (MCHP) 0.0 $457k 4.3k 105.20
Texas Instruments Incorporated (TXN) 0.0 $444k 3.5k 126.86
Walgreen Boots Alliance (WBA) 0.0 $443k +38% 11k 42.39
ConocoPhillips (COP) 0.0 $436k 10k 42.00
MasterCard Incorporated (MA) 0.0 $430k 1.5k 295.94
Dupont De Nemours (DD) 0.0 $423k -38% 8.0k 53.12
TJX Companies (TJX) 0.0 $410k +3% 8.1k 50.51
PNC Financial Services (PNC) 0.0 $405k -11% 3.9k 105.19
GlaxoSmithKline (GSK) 0.0 $399k 9.8k 40.81
Roche Holding (RHHBY) 0.0 $393k +4% 9.1k 43.41
iShares Core MSCI EAFE Eft (IEFA) 0.0 $389k 6.8k 57.16
Avery Dennison Corporation (AVY) 0.0 $389k 3.4k 114.08
Vanguard Small-Cap Eft (VB) 0.0 $385k 2.6k 145.83
Vanguard High Dividend Yield Eft (VYM) 0.0 $381k 4.8k 78.88
Lincoln National Corporation (LNC) 0.0 $378k 10k 36.79
Starbucks Corporation (SBUX) 0.0 $366k +3% 5.0k 73.57
Unilever (UL) 0.0 $364k 6.6k 54.90
Travelers Companies (TRV) 0.0 $359k -16% 3.2k 113.97
Global Payments (GPN) 0.0 $355k 2.1k 169.86
Coherent (COHR) 0.0 $354k 2.7k 131.01
Jacobs Engineering (J) 0.0 $350k 4.1k 84.89
Royal Dutch Shell (RDS.A) 0.0 $348k -2% 11k 32.69
Ingersoll Rand (IR) 0.0 $336k 12k 28.10
L3harris Technologies (LHX) 0.0 $331k NEW 2.0k 169.74
Constellation Brands (STZ) 0.0 $329k +10% 1.9k 174.72
Dow (DOW) 0.0 $328k -30% 8.1k 40.70
Yum China Holdings (YUMC) 0.0 $316k -6% 6.6k 48.00
Charter Communications Inc New Cl A cl a (CHTR) 0.0 $315k 618.00 509.71
SYSCO Corporation (SYY) 0.0 $314k 5.8k 54.61
Wabtec Corporation (WAB) 0.0 $307k -72% 5.3k 57.51
Otis Worldwide Corp (OTIS) 0.0 $304k NEW 5.4k 56.81
Dover Corporation (DOV) 0.0 $303k 3.1k 96.47
Estee Lauder Companies (EL) 0.0 $300k NEW 1.6k 188.80
Fastenal Company (FAST) 0.0 $298k 7.0k 42.88
Abb (ABB) 0.0 $297k NEW 13k 22.57
Applied Materials (AMAT) 0.0 $296k 4.9k 60.41
GATX Corporation (GATX) 0.0 $296k -10% 4.9k 60.98
Align Technology (ALGN) 0.0 $284k NEW 1.0k 274.66
NVIDIA Corporation (NVDA) 0.0 $284k -9% 748.00 379.68
Schlumberger (SLB) 0.0 $276k -8% 15k 18.37
Wp Carey (WPC) 0.0 $273k -17% 4.0k 67.66
Valero Energy Corporation (VLO) 0.0 $269k 4.6k 58.82
iShares Russell Micro-cap Inde Eft (IWC) 0.0 $265k -8% 3.0k 87.37
T. Rowe Price (TROW) 0.0 $251k NEW 2.0k 123.46
iShares Russell 1000 Growth Eft (IWF) 0.0 $244k NEW 1.3k 191.82
Lennar Corporation (LEN) 0.0 $239k NEW 3.9k 61.63
Blackstone Group Inc Com Cl A (BX) 0.0 $235k NEW 4.1k 56.68
Ishares Uk Property Ucits Etf 0.0 $229k 37k 6.12
UGI Corporation (UGI) 0.0 $223k NEW 7.0k 31.86
Southern National Banc. of Virginia (SONA) 0.0 $222k 23k 9.69
Cambridge Ban (CATC) 0.0 $218k NEW 3.7k 59.26
Newmont Mining Corporation (NEM) 0.0 $216k NEW 3.5k 61.71
Science App Int'l (SAIC) 0.0 $212k 2.7k 77.51
Wells Fargo & Company (WFC) 0.0 $211k -6% 8.3k 25.56
Cognizant Technology Solutions (CTSH) 0.0 $207k NEW 3.7k 56.70
Cdk Global Inc equities (CDK) 0.0 $207k NEW 5.0k 41.52
Trade Desk (TTD) 0.0 $203k NEW 500.00 406.00
General Electric Company (GE) 0.0 $177k -22% 26k 6.81
Antero Midstream Corp antero midstream (AM) 0.0 $76k NEW 15k 5.07
Hypertension Diagnostics 0.0 $4.0k 36k 0.11
Globalstar (GSAT) 0.0 $3.0k 10.0k 0.30
Viaspace (VSPC) 0.0 $0 208k 0.00

Past Filings by Boston Family Office

SEC 13F filings are viewable for Boston Family Office going back to 2011

View all past filings