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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 2.79 159561 154.12
SPDR S&P; 500 ETF (SPY) 2.38 83466 251.23
Johnson & Johnson (JNJ) 2.33 157912 130.01
Celgene Corporation (CELG) 2.24 135238 145.82
Union Pacific Corporation (UNP) 1.95 147769 115.97
American Tower Reit 1.92 123717 136.68
ANSYS (ANSS) 1.83 131353 122.73
Exxon Mobil Corporation (XOM) 1.71 183809 81.98
Marsh & McLennan Companies (MMC) 1.71 179839 83.81
Vanguard Emerging Markets ETF (VWO) 1.70 342781 43.57
SPDR S&P; MidCap 400 ETF (MDY) 1.69 45471 326.34
Ecolab (ECL) 1.60 109779 128.61
Rockwell Automation (ROK) 1.60 79247 178.21
iShares S&P; SmallCap 600 Index (IJR) 1.56 184757 74.22
First Republic Bank/san F 1.55 130447 +2% 104.46
Procter & Gamble Company (PG) 1.40 135608 90.98
Berkshire Hathaway (BRK.B) 1.39 66732 183.32
Oracle Corporation (ORCL) 1.39 252496 48.35
Middleby Corporation (MIDD) 1.25 85649 128.17
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.19 124941 84.01
General Mills (GIS) 1.17 199186 51.76
NIKE (NKE) 1.14 193201 +9% 51.85
Aptar (ATR) 1.12 114412 86.31
Parker-Hannifin Corporation (PH) 1.09 54994 175.02
General Electric Company (GE) 1.05 382013 -3% 24.18
Gilead Sciences (GILD) 1.05 114589 -3% 81.02
CVS Caremark Corporation (CVS) 1.04 112163 +2% 81.32
Automatic Data Processing (ADP) 1.02 82079 109.32
Pepsi (PEP) 0.99 78171 111.44
Zebra Technologies (ZBRA) 0.97 78414 108.58
Amazon (AMZN) 0.96 8789 +9% 961.32
Dollar Tree (DLTR) 0.95 95991 86.82
Quintiles Transnatio Hldgs I 0.95 88410 +4% 95.07
Microsoft Corporation (MSFT) 0.94 111349 74.49
Abbvie 0.94 93520 88.86
3M Company (MMM) 0.90 37753 209.89
Stryker Corporation (SYK) 0.88 54693 142.01
Schlumberger (SLB) 0.87 109413 -6% 69.76
Stericycle (SRCL) 0.85 104374 -5% 71.62
McCormick & Company, Incorporated (MKC) 0.84 71910 +2% 102.64
AFLAC Incorporated (AFL) 0.83 89363 81.39
PowerShares QQQ Trust, Series 1 (QQQQ) 0.82 49676 +3% 145.44
Praxair (PX) 0.80 50711 139.73
Merck & Co (MRK) 0.78 107325 64.03
Alphabet Inc Class C cs 0.76 7002 +2% 959.15
Nextera Energy Inc C om 0.74 44446 +2% 146.56
Roper Industries (ROP) 0.74 26840 +9% 243.41
Philip Morris International (PM) 0.73 57831 111.01
Kinder Morgan Inc. 0.73 333049 +28% 19.18
Air Lease Corp Com 0.72 148534 42.62
McDonald's Corporation (MCD) 0.69 38736 156.68
LKQ Corporation (LKQX) 0.69 167602 35.99
Abbott Laboratories (ABT) 0.67 110704 53.36
Straight Path Communic Cl B 0.67 32525 180.66
Visa (V) 0.66 55488 +4% 105.25
Thor Industries (THO) 0.66 46286 +6% 125.91
Weyerhaeuser Company (WY) 0.64 166325 -13% 34.03
Newell Rubbermaid (NWL) 0.62 128180 +130% 42.67
Wabtec Corporation (WAB) 0.60 69749 75.74
Te Connectivity Ltd for 0.60 63839 +20% 83.05
Chevron Corporation (CVX) 0.57 42681 +6% 117.50
Danaher Corporation (DHR) 0.55 56398 -4% 85.78
GOLAR LNG Limited Com 0.54 211644 +12% 22.61
iShares MSCI Emerging Markets Indx (EEM) 0.53 103682 44.81
Raytheon Company (RTN) 0.51 24231 +13% 186.58
S&p Global 0.51 28880 156.30
Pfizer (PFE) 0.50 122728 35.70
Thermo Fisher Scientific (TMO) 0.49 22867 +3% 189.18
Dentsply Sirona 0.48 70125 -5% 59.81
Lincoln Electric Holdings (LECO) 0.47 44661 91.69
Coca-Cola Company (KO) 0.46 89934 45.01
Altria (MO) 0.46 64254 -3% 63.42
JPMorgan Chase & Co. (JPM) 0.45 41163 95.50
Colgate-Palmolive Company (CL) 0.45 54847 72.86
Intel Corporation (INTC) 0.42 97827 38.08
Vanguard FTSE All-World ex-US ETF (VEU) 0.42 69691 +13% 52.70
International Business Machines (IBM) 0.41 24631 145.06
Lowe's Companies (LOW) 0.41 45244 79.94
Clorox Company (CLX) 0.40 27009 +4% 131.92
IDEXX Laboratories (IDXX) 0.37 20993 +20% 155.48
Verizon Communications (VZ) 0.37 65236 -4% 49.50
Home Depot (HD) 0.36 19275 163.58
Cisco Systems (CSCO) 0.36 94427 -13% 33.63
Sherwin-Williams Company (SHW) 0.36 8755 358.08
EOG Resources (EOG) 0.36 33020 96.73
Dominion Resources (D) 0.35 39495 76.92
RPM International (RPM) 0.35 59548 51.34
Facebook Inc cl a 0.35 17858 +6% 170.85
Bankunited Inc Com 0.34 84522 -57% 35.56
Dowdupont Inc 0.34 43752 NEW 69.23
Monsanto Company (MON) 0.32 23737 -7% 119.81
Air Products & Chemicals (APD) 0.31 18106 151.22
FedEx Corporation (FDX) 0.30 11819 225.57
Walt Disney Company (DIS) 0.30 26632 98.57
Bristol Myers Squibb (BMY) 0.30 40854 -7% 63.74
Comcast Corporation (CMCSA) 0.29 66006 +24% 38.48
Norfolk Southern (NSC) 0.28 18782 132.25
Novartis AG (NVS) 0.28 29123 -5% 85.84
Novo Nordisk A/S (NVO) 0.28 50855 48.16
Neogen Corporation (NEOG) 0.28 32128 77.47
Corning Incorporated (GLW) 0.26 76997 +4% 29.92
American Express Company (AXP) 0.26 25443 90.48
Becton, Dickinson and (BDX) 0.26 11557 +9% 195.99
Vanguard Extended Market ETF (VXF) 0.26 21521 107.15
iShares Russell Microcap Index (IWC) 0.26 24563 -6% 94.45
Vanguard Star Fd Intl Stk Idxf 0.26 42590 -12% 54.73
Alphabet Inc Class A cs 0.26 2387 973.61
AT&T; (T) 0.25 55963 +2% 39.17
Amgen (AMGN) 0.25 12000 186.42
Northern Trust Corporation (NTRS) 0.24 22584 +5% 91.92
International Flavors & Fragrances (IFF) 0.24 14670 +20% 142.88
Vanguard Large-Cap ETF (VV) 0.24 18061 +70% 115.39
Vanguard Europe Pacific ETF (VEA) 0.24 49121 +8% 43.40
Ss&c Technologies Holding 0.23 50465 40.15
Diageo (DEO) 0.22 14911 132.12
Illinois Tool Works (ITW) 0.22 12898 147.93
Vanguard Total Stock Market ETF (VTI) 0.22 14935 +58% 129.49
Hologic (HOLX) 0.21 51145 +55% 36.70
Walgreen Boots Alliance 0.21 24450 -5% 77.22
Honeywell International (HON) 0.20 12143 +5% 141.73
United Technologies Corporation (UTX) 0.20 15425 116.11
Mondelez Int 0.19 41660 40.66
iShares S&P; MidCap 400 Index (IJH) 0.18 8662 +6% 178.94
Chubb 0.18 11052 +3% 142.51
Dun & Bradstreet Corporation (DNB) 0.17 12523 +48% 116.43
QUALCOMM (QCOM) 0.17 29611 51.84
Kellogg Company (K) 0.17 23950 62.38
Welltower Inc Com reit 0.17 20741 70.30
Hubbell 0.17 13250 116.00
C.R. Bard (BCR) 0.16 4493 320.50
Campbell Soup Company (CPB) 0.16 29520 46.82
Cree (CREE) 0.16 48726 28.20
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.16 28559 +9% 49.02
Kimberly-Clark Corporation (KMB) 0.15 11418 117.71
Macquarie Infrastructure Company (MIC) 0.15 17781 +3% 72.16
Stanley Black & Decker (SWK) 0.14 8148 150.96
Boston Scientific Corporation (BSX) 0.14 43550 29.16
Fiserv (FISV) 0.14 9480 -17% 129.01
Keweenaw Land Assn Ltd 0.14 12310 102.03
Vanguard Dividend Appreciation ETF (VIG) 0.14 13214 +42% 94.82
Vanguard REIT ETF (VNQ) 0.14 15276 -9% 83.07
Fortive 0.14 17692 +13% 70.77
Wells Fargo & Company (WFC) 0.13 21271 -27% 55.15
Anadarko Petroleum Corporation (APC) 0.13 24163 -18% 48.83
Target Corporation (TGT) 0.13 19450 -2% 59.02
Ingersoll-rand Co Ltd-cl A 0.13 13280 89.16
Waste Management (WM) 0.12 13750 78.25
Berkshire Hathaway (BRK.A) 0.12 4 -20% 274750.00
Royal Dutch Shell (RDS.A) 0.12 18164 -2% 60.56
iShares Russell 2000 Index (IWM) 0.12 7032 148.18
Kraft Heinz 0.12 13939 77.55
Eli Lilly & Co. (LLY) 0.10 10580 85.54
Genuine Parts Company (GPC) 0.10 9266 -8% 95.62
Illumina (ILMN) 0.10 4429 199.14
Teradyne (TER) 0.10 23900 +8% 37.28
iShares Russell 2000 Growth Index (IWO) 0.10 5100 179.02
Allergan 0.10 4122 -20% 205.00
Starwood Property Trust (STWD) 0.09 36072 +8% 21.71
Lincoln National Corporation (LNC) 0.09 10276 73.47
Analog Devices (ADI) 0.09 8812 +20% 86.13
ConocoPhillips (COP) 0.09 16084 +3% 50.05
Anheuser-Busch InBev NV (BUD) 0.09 6389 119.27
Alaska Air (ALK) 0.09 9925 76.27
PolyOne Corporation (POL) 0.09 19666 +2% 40.02
ICU Medical, Incorporated (ICUI) 0.09 4500 185.78
SPDR S&P; Dividend (SDY) 0.09 8300 91.33
Wp Carey 0.09 11510 +19% 67.42
Bank of New York Mellon Corporation (BK) 0.08 13850 53.00
Coherent (COHR) 0.08 3162 235.29
priceline.com Incorporated (PCLN) 0.08 398 +70% 1831.66
Bank of the Ozarks (OZRK) 0.08 15332 NEW 48.07
Seagate Technology Com Stk 0.08 20000 33.15
iShares S&P; 500 Growth Index (IVW) 0.08 4932 143.35
iShares Russell Midcap Index Fund (IWR) 0.08 3473 197.24
Medtronic 0.08 8797 77.75
Time Warner (TWX) 0.07 6000 102.50
PNC Financial Services (PNC) 0.07 4370 134.78
United Parcel Service (UPS) 0.07 5230 120.08
Travelers Companies (TRV) 0.07 5173 122.56
Boeing Company (BA) 0.07 2270 254.19
Akamai Technologies (AKAM) 0.07 11755 -73% 48.75
Emerson Electric (EMR) 0.07 9506 62.80
Freeport-McMoRan Copper & Gold (FCX) 0.07 43382 -22% 14.04
Accenture 0.07 4279 -3% 135.08
New York Times Company (NYT) 0.07 31000 19.61
iShares S&P; 500 Value Index (IVE) 0.07 5435 107.82
Xylem 0.07 9703 NEW 62.66
State Street Corporation (STT) 0.06 5315 -18% 95.58
Wal-Mart Stores (WMT) 0.06 6439 78.12
Baxter International (BAX) 0.06 8100 62.72
Allstate Corporation (ALL) 0.06 6003 -4% 91.95
Jacobs Engineering (JEC) 0.06 9125 58.30
Skyworks Solutions (SWKS) 0.06 5025 101.89
Vanguard Small-Cap ETF (VB) 0.06 3563 141.45
Vanguard Information Technology ETF (VGT) 0.06 3405 152.13
Ishares Core Msci Eafe Etf core msci eafe 0.06 8980 62.14
Eversource Energy 0.06 8500 60.47
Vaneck Vectors Etf Tr morningstar intl 0.06 15360 NEW 35.68
Yum! Brands (YUM) 0.05 5455 73.69
Align Technology (ALGN) 0.05 2250 NEW 186.22
UGI Corporation (UGI) 0.05 8850 46.89
Church & Dwight (CHD) 0.05 8654 48.42
Nordic American Tanker Shippin 0.05 87250 -27% 5.34
Vanguard Mid-Cap ETF (VO) 0.05 3282 -15% 146.86
iShares Dow Jones US Technology (IYW) 0.05 2800 150.00
Southern National Banc. of Virginia (SONA) 0.05 23900 16.99
Express Scripts Holding 0.05 7053 -12% 63.38
Vantiv Inc Cl A 0.05 6730 70.43
Allegion Plc equity 0.05 5527 86.48
Cdk Global Inc equities 0.05 6986 63.13
Steris 0.05 5325 88.45
SYSCO Corporation (SYY) 0.04 5900 53.90
Avery Dennison Corporation (AVY) 0.04 3694 98.27
Halliburton Company (HAL) 0.04 8550 -2% 46.08
Texas Instruments Incorporated (TXN) 0.04 3750 89.60
GATX Corporation (GMT) 0.04 5550 61.62
Juniper Networks (JNPR) 0.04 13825 27.85
salesforce (CRM) 0.04 3420 NEW 93.27
Unilever (UL) 0.04 6740 58.01
Tesla Motors (TSLA) 0.04 1105 341.18
iShares MSCI ACWI Index Fund (ACWI) 0.04 5000 68.80
Vanguard Consumer Discretionary ETF (VCR) 0.04 2380 -29% 143.28
Vanguard Health Care ETF (VHT) 0.04 2070 -4% 152.17
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.04 2000 155.50
Vanguard Industrials ETF (VIS) 0.04 2740 +18% 134.31
Vanguard Total World Stock Idx Fd (VT) 0.04 4500 70.67
Fortune Brands 0.04 4750 67.16
Wec Energy Group Inc Com stock 0.04 5473 62.85
Cognizant Technology Solutions (CTSH) 0.03 3498 72.61
MasterCard Incorporated (MA) 0.03 1674 140.98
Blackstone (BX) 0.03 8520 +27% 33.33
Costco Wholesale Corporation (COST) 0.03 1581 164.45
H&R; Block (HRB) 0.03 9000 26.44
Global Payments (GPN) 0.03 2465 NEW 94.93
GlaxoSmithKline (GSK) 0.03 7354 40.66
UnitedHealth (UNH) 0.03 1575 195.56
iShares S&P; 500 Index (IVV) 0.03 902 252.77
Applied Materials (AMAT) 0.03 5000 52.00
BorgWarner (BWA) 0.03 5900 51.19
Vanguard Financials ETF (VFH) 0.03 4445 -4% 65.47
Nxp Semiconductors N V 0.03 2000 113.00
iShares MSCI Australia Index Fund (EWA) 0.03 10795 -38% 22.42
Vanguard Consumer Staples ETF (VDC) 0.03 2035 -15% 138.57
iShares FTSE Developed Small Cap ex-Nor (IFSM) 0.03 4400 56.14
Cambridge Ban (CATC) 0.03 3495 69.81
22nd Centy 0.03 100000 NEW 2.77
Charter Communications Inc New Cl A cl a 0.03 618 364.08
Newmont Mining Corporation (NEM) 0.02 5800 NEW 37.59
Citigroup Inc 0.02 2900 NEW 72.76
Ishares Inc core msci emkt 0.02 3990 NEW 54.14
Navios Maritime Partners Lp 0.01 23545 2.04
Fairmount Santrol Holdings 0.01 16000 4.75
Catabasis Pharmaceuticals 0.01 24467 2.13
Avon Products (AVP) 0.00 12990 -57% 2.31
Rite Aid Corporation (RAD) 0.00 15000 -33% 1.93
Viaspace (VSPC) 0.00 193750 0.00
Hypertension Diagnostics 0.00 36000 0.00

Past 13F-HR SEC Filings by Boston Family Office

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