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 156918 -2% 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 132731 -4% 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 181593 +5% 70.11
Oracle Corporation (ORCL) 1.50 251949 +4% 50.14
First Republic Bank/san F 1.50 126697 +2% 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 394815 -7% 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 77540 -2% 115.49
CVS Caremark Corporation (CVS) 1.04 109287 -2% 80.46
Parker-Hannifin Corporation (PH) 1.04 54994 159.82
Stericycle (SRCL) 1.00 110589 76.32
Gilead Sciences (GILD) 0.99 118459 -8% 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 8030 +7% 968.00
Schlumberger (SLB) 0.91 117351 -11% 65.84
Stryker Corporation (SYK) 0.90 54885 -2% 138.78
Quintiles Transnatio Hldgs I 0.89 84222 +12% 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 69880 +7% 97.51
Bankunited Inc Com 0.80 200649 -5% 33.71
Abbvie 0.80 93770 72.51
Dollar Tree (DLTR) 0.79 95687 -2% 69.92
PowerShares QQQ Trust, Series 1 (QQQQ) 0.78 47941 +7% 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 6840 +5% 908.77
Nextera Energy Inc C om 0.72 43349 +5% 140.12
McDonald's Corporation (MCD) 0.70 38714 -10% 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 59019 +3% 84.40
Visa (V) 0.59 52993 +2% 93.79
Kinder Morgan Inc. 0.59 258440 -2% 19.16
Dentsply Sirona 0.57 74465 64.84
Thor Industries (THO) 0.54 43352 +17% 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 39936 +2% 104.34
Lincoln Electric Holdings (LECO) 0.49 44641 -4% 92.09
GOLAR LNG Limited Com 0.49 187849 22.25
Te Connectivity Ltd for 0.49 52954 +17% 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 22062 +10% 174.46
International Business Machines (IBM) 0.45 24931 -3% 153.82
JPMorgan Chase & Co. (JPM) 0.44 40580 +7% 91.40
Lowe's Companies (LOW) 0.42 45244 -2% 77.54
Raytheon Company (RTN) 0.41 21436 +14% 161.46
Clorox Company (CLX) 0.41 25969 133.24
Cisco Systems (CSCO) 0.40 109252 -14% 31.30
Intel Corporation (INTC) 0.39 98414 -4% 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 68119 -2% 44.66
EOG Resources (EOG) 0.36 33177 +3% 90.51
Vanguard FTSE All-World ex-US ETF (VEU) 0.36 61288 50.03
Home Depot (HD) 0.35 19203 +7% 153.41
Newell Rubbermaid (NWL) 0.35 55500 +75% 53.62
Walt Disney Company (DIS) 0.34 26747 +5% 106.25
IDEXX Laboratories (IDXX) 0.33 17408 -7% 161.42
E.I. du Pont de Nemours & Company (DD) 0.31 32509 -15% 80.72
FedEx Corporation (FDX) 0.30 11819 217.36
Air Products & Chemicals (APD) 0.30 17886 143.07
Novartis AG (NVS) 0.30 30707 -14% 83.47
Vanguard Star Fd Intl Stk Idxf 0.30 48485 +7% 51.97
Facebook Inc cl a 0.30 16821 +38% 151.00
Bristol Myers Squibb (BMY) 0.29 43979 -4% 55.73
iShares Russell Microcap Index (IWC) 0.28 26318 -5% 88.91
Norfolk Southern (NSC) 0.27 18753 121.69
Corning Incorporated (GLW) 0.26 73422 30.05
Akamai Technologies (AKAM) 0.26 44031 -7% 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 2367 +11% 929.87
American Express Company (AXP) 0.25 25558 84.24
Northern Trust Corporation (NTRS) 0.25 21359 +4% 97.20
Comcast Corporation (CMCSA) 0.24 52855 +7% 38.92
AT&T; (T) 0.24 54576 37.73
Becton, Dickinson and (BDX) 0.24 10544 +23% 195.09
Amgen (AMGN) 0.24 12000 -16% 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 45336 -8% 41.31
Diageo (DEO) 0.21 14919 119.85
Mondelez Int 0.21 41340 +4% 43.18
International Flavors & Fragrances (IFF) 0.20 12215 +10% 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 20891 +9% 74.86
Hologic (HOLX) 0.18 32795 +275% 45.37
Kimberly-Clark Corporation (KMB) 0.18 11588 129.10
Honeywell International (HON) 0.18 11490 +9% 133.33
Hubbell 0.18 13250 113.21
Chubb 0.18 10627 +11% 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 8125 +99% 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 17160 +37% 78.38
Berkshire Hathaway (BRK.A) 0.15 5 254600.00
Keweenaw Land Assn Ltd 0.15 12310 105.04
Allergan 0.15 5172 -14% 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 10580 -2% 111.06
Vanguard Total Stock Market ETF (VTI) 0.14 9436 +6% 124.42
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.14 26162 -6% 45.75
Kraft Heinz 0.14 14039 +4% 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 19910 -5% 52.29
iShares Russell 2000 Index (IWM) 0.12 7032 140.93
Fortive 0.12 15570 +15% 63.33
Genuine Parts Company (GPC) 0.11 10166 92.76
Dun & Bradstreet Corporation (DNB) 0.11 8423 +31% 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 9254 +13% 92.72
Starwood Property Trust (STWD) 0.09 33333 -4% 22.38
Illumina (ILMN) 0.09 4454 -4% 173.55
Seagate Technology Com Stk 0.09 20000 38.75
PolyOne Corporation (POL) 0.09 19206 -3% 38.74
ICU Medical, Incorporated (ICUI) 0.09 4500 172.44
Nordic American Tanker Shippin 0.09 119550 -10% 6.34
SPDR S&P; Dividend (SDY) 0.09 8430 -5% 88.85
Medtronic 0.09 8639 +2% 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 56282 +2% 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 4932 NEW 136.86
iShares Russell Midcap Index Fund (IWR) 0.08 3473 192.05
Wp Carey 0.08 9610 +2% 65.97
Time Warner (TWX) 0.07 6000 100.33
State Street Corporation (STT) 0.07 6515 -8% 89.79
United Parcel Service (UPS) 0.07 5230 110.52
Emerson Electric (EMR) 0.07 9506 59.65
Analog Devices (ADI) 0.07 7287 +37% 77.81
Allstate Corporation (ALL) 0.07 6308 88.46
iShares S&P; 500 Value Index (IVE) 0.07 5435 NEW 104.88
Vanguard Mid-Cap ETF (VO) 0.07 3882 -2% 142.45
Ishares Core Msci Eafe Etf core msci eafe 0.07 8980 NEW 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 8100 -2% 60.49
Jacobs Engineering (JEC) 0.06 9125 54.36
Accenture 0.06 4429 +55% 123.73
New York Times Company (NYT) 0.06 31000 17.71
Skyworks Solutions (SWKS) 0.06 5025 -9% 95.92
Vanguard Small-Cap ETF (VB) 0.06 3563 -3% 135.56
Vanguard Consumer Discretionary ETF (VCR) 0.06 3375 141.93
Vanguard Information Technology ETF (VGT) 0.06 3436 +3% 140.86
Express Scripts Holding 0.06 8070 -27% 63.82
Eversource Energy 0.06 8575 -21% 60.76
Boeing Company (BA) 0.05 2270 +3% 197.80
Yum! Brands (YUM) 0.05 5455 -5% 73.69
priceline.com Incorporated (PCLN) 0.05 233 NEW 1871.24
Juniper Networks (JNPR) 0.05 13800 +25% 27.90
UGI Corporation (UGI) 0.05 8850 48.36
Church & Dwight (CHD) 0.05 8654 -23% 51.88
Tesla Motors (TSLA) 0.05 1105 NEW 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 6730 -2% 63.30
Allegion Plc equity 0.05 5527 +9% 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 4910 -19% 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 6740 +2% 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 3498 NEW 66.32
Blackstone (BX) 0.03 6670 NEW 33.28
Costco Wholesale Corporation (COST) 0.03 1563 +12% 159.95
Franklin Resources (BEN) 0.03 5115 +3% 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) 0.03 902 -21% 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 1674 NEW 121.27
Applied Materials (AMAT) 0.02 5000 NEW 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 1890 NEW 107.41
Avon Products (AVP) 0.01 30295 3.80
Rite Aid Corporation (RAD) 0.01 22500 NEW 2.93
Fairmount Santrol Holdings 0.01 16000 NEW 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

Past 13F-HR SEC Filings by Boston Family Office

View All Filings