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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 2.90 141094 189.95
American Tower Reit 2.56 120310 -8% 197.06
Union Pacific Corporation (UNP) 2.55 141163 167.20
SPDR S&P; 500 ETF (SPY) 2.34 76790 282.48
Amazon (AMZN) 2.25 11682 +4% 1780.77
Johnson & Johnson (JNJ) 2.06 136564 -4% 139.79
ANSYS (ANSS) 1.99 100840 182.71
Ecolab (ECL) 1.99 104324 176.54
Marsh & McLennan Companies (MMC) 1.84 181397 +3% 93.90
Microsoft Corporation (MSFT) 1.83 143323 +15% 117.94
Visa (V) 1.81 106957 +11% 156.19
Iqvia Holdings Inc 1.65 105823 +7% 143.85
First Republic Bank/san F 1.64 150889 100.46
Automatic Data Processing (ADP) 1.60 92693 159.74
NIKE (NKE) 1.60 176191 84.21
Zebra Technologies (ZBRA) 1.54 67794 -8% 209.53
SPDR S&P; MidCap 400 ETF (MDY) 1.52 40610 345.41
Rockwell Automation (ROK) 1.50 79315 175.46
Vanguard Emerging Markets ETF (VWO) 1.47 318970 42.50
iShares S&P; SmallCap 600 Index (IJR) 1.45 173444 77.15
Berkshire Hathaway (BRK.B) 1.39 63953 200.90
Aptar (ATR) 1.28 111448 106.39
Procter & Gamble Company (PG) 1.23 109177 104.05
Middleby Corporation (MIDD) 1.18 83863 130.03
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.16 112768 -2% 95.32
Roper Industries (ROP) 1.16 31272 341.97
McCormick & Company, Incorporated (MKC) 1.16 71445 +3% 150.63
Exxon Mobil Corporation (XOM) 1.15 132158 -3% 80.80
Stryker Corporation (SYK) 1.14 53287 +2% 197.52
Alphabet Inc Class C cs 1.13 8938 +5% 1173.30
Air Products & Chemicals (APD) 1.12 54420 +215% 190.96
Verizon Communications (VZ) 1.09 170128 59.13
Dollar Tree (DLTR) 1.09 96132 105.04
Thermo Fisher Scientific (TMO) 1.08 36618 +15% 273.72
General Mills (GIS) 1.07 191125 51.75
Raytheon Company (RTN) 1.03 52477 +9% 182.08
Nextera Energy Inc C om 0.96 46076 193.31
Pepsi (PEP) 0.96 72590 -4% 122.55
AFLAC Incorporated (AFL) 0.93 172645 50.00
Abbott Laboratories (ABT) 0.92 106027 79.94
Te Connectivity Ltd for 0.89 102151 80.75
Merck & Co (MRK) 0.87 96976 -4% 83.16
Invesco Qqq Trust Series 1 0.81 41759 179.65
McDonald's Corporation (MCD) 0.77 37321 -2% 189.89
CVS Caremark Corporation (CVS) 0.77 131685 +42% 53.93
Danaher Corporation (DHR) 0.77 54125 -2% 132.03
3M Company (MMM) 0.76 33654 207.79
Gilead Sciences (GILD) 0.75 106713 65.01
Abbvie 0.65 74963 80.59
IDEXX Laboratories (IDXX) 0.64 26492 +5% 223.61
S&p Global 0.64 28310 210.56
SPDR S&P; Biotech (XBI) 0.63 64820 +97% 90.54
Cisco Systems (CSCO) 0.56 95635 53.99
Philip Morris International (PM) 0.54 56745 88.40
iShares MSCI Emerging Markets Indx (EEM) 0.53 113868 42.92
Pfizer (PFE) 0.52 112346 42.47
Chevron Corporation (CVX) 0.52 39417 123.17
Intel Corporation (INTC) 0.50 86320 53.70
JPMorgan Chase & Co. (JPM) 0.49 44891 101.22
LKQ Corporation (LKQX) 0.48 156876 +2% 28.38
Clorox Company (CLX) 0.48 27854 160.44
GOLAR LNG Limited Com 0.48 212516 +8% 21.09
Celgene Corporation (CELG) 0.47 46565 -57% 94.34
Becton, Dickinson and (BDX) 0.46 17165 +16% 249.75
EOG Resources (EOG) 0.44 43109 +26% 95.18
Home Depot (HD) 0.43 20760 +2% 191.91
salesforce (CRM) 0.43 24871 +6% 158.38
Ss&c Technologies Holding 0.43 62839 +39% 63.69
Sherwin-Williams Company (SHW) 0.42 9015 430.73
Lowe's Companies (LOW) 0.42 35635 109.47
Coca-Cola Company (KO) 0.41 80153 46.86
International Flavors & Fragrances (IFF) 0.40 28910 +47% 128.78
Lincoln Electric Holdings (LECO) 0.39 43244 83.87
Vanguard Total Stock Market ETF (VTI) 0.38 24247 +6% 144.72
Norfolk Southern (NSC) 0.37 18123 186.89
RPM International (RPM) 0.37 59473 58.04
Altria (MO) 0.37 59793 -5% 57.43
Vanguard FTSE All-World ex-US ETF (VEU) 0.37 68207 50.16
Comcast Corporation (CMCSA) 0.36 83986 +2% 39.98
Neogen Corporation (NEOG) 0.36 58379 +6% 57.38
Dominion Resources (D) 0.35 42631 76.66
Stericycle (SRCL) 0.35 59095 -6% 54.42
Oracle Corporation (ORCL) 0.34 57790 -25% 53.71
Xylem 0.33 38361 +33% 79.04
Weyerhaeuser Company (WY) 0.32 113469 26.34
Walt Disney Company (DIS) 0.31 25666 +2% 111.04
Alphabet Inc Class A cs 0.31 2465 1176.88
International Business Machines (IBM) 0.30 19522 141.12
Parker-Hannifin Corporation (PH) 0.30 16121 171.64
FedEx Corporation (FDX) 0.27 13637 181.42
Novo Nordisk A/S (NVO) 0.27 46967 52.31
Wabtec Corporation (WAB) 0.27 33597 73.73
Vanguard Dividend Appreciation ETF (VIG) 0.27 22774 +19% 109.64
Vanguard Star Fd Intl Stk Idxf 0.27 48075 -3% 51.90
Novartis AG (NVS) 0.25 24210 96.16
Colgate-Palmolive Company (CL) 0.25 34055 -21% 68.54
iShares S&P; MidCap 400 Index (IJH) 0.25 12004 +17% 189.44
Corning Incorporated (GLW) 0.24 67992 -11% 33.11
Mondelez Int 0.24 44757 49.91
Thor Industries (THO) 0.23 33974 -7% 62.37
Welltower Inc Com reit 0.23 27240 77.61
Dowdupont Inc 0.23 39810 53.30
American Express Company (AXP) 0.22 18368 -4% 109.32
Amgen (AMGN) 0.22 10641 190.02
Air Lease Corp Com 0.22 58307 -57% 34.35
Bristol Myers Squibb (BMY) 0.21 41113 47.72
AT&T; (T) 0.21 61242 31.37
Vanguard Extended Market ETF (VXF) 0.21 17109 115.44
Diageo (DEO) 0.20 11399 +3% 163.61
Illinois Tool Works (ITW) 0.20 12917 143.53
Vanguard Europe Pacific ETF (VEA) 0.20 44216 40.87
Hologic (HOLX) 0.19 35970 -23% 48.40
Analog Devices (ADI) 0.19 16344 +7% 105.30
Schlumberger (SLB) 0.19 39571 +8% 43.57
Dentsply Sirona 0.19 35891 -7% 49.59
Northern Trust Corporation (NTRS) 0.17 17851 90.42
Waste Management (WM) 0.17 15000 +9% 103.93
Boston Scientific Corporation (BSX) 0.17 41305 +4% 38.37
Hubbell 0.17 13250 117.96
Adobe Systems Incorporated (ADBE) 0.16 5443 +128% 266.58
Illumina (ILMN) 0.16 4805 +4% 310.72
Ingersoll-rand Co Ltd-cl A 0.16 13580 107.95
Kinder Morgan Inc. 0.16 71851 -50% 20.01
Servicenow 0.16 5853 +21% 246.54
Kimberly-Clark Corporation (KMB) 0.15 11352 123.94
Target Corporation (TGT) 0.15 17445 -3% 80.25
United Technologies Corporation (UTX) 0.15 10703 -22% 128.94
Kellogg Company (K) 0.15 23695 57.40
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.15 30118 47.11
Vaneck Vectors Etf Tr morningstar intl 0.15 44725 +19% 31.21
Eli Lilly & Co. (LLY) 0.14 9765 129.75
QUALCOMM (QCOM) 0.14 22568 57.03
iShares Russell 2000 Index (IWM) 0.14 8581 153.13
Vanguard REIT ETF (VNQ) 0.14 14616 86.89
Seagate Technology Com Stk 0.13 26000 47.88
Fortive 0.13 14237 -17% 83.87
Honeywell International (HON) 0.12 7127 -6% 158.97
ICU Medical, Incorporated (ICUI) 0.12 4500 239.33
Genuine Parts Company (GPC) 0.11 9166 112.04
Royal Dutch Shell (RDS.A) 0.11 16323 62.61
Cree (CREE) 0.11 18500 57.24
Keweenaw Land Assn Ltd 0.11 12310 79.53
iShares Russell 2000 Growth Index (IWO) 0.11 5100 196.67
Vanguard Large-Cap ETF (VV) 0.11 8122 129.77
Costco Wholesale Corporation (COST) 0.10 3915 +4% 242.15
Berkshire Hathaway (BRK.A) 0.10 3 301333.33
iShares S&P; 500 Index (IVV) 0.10 3222 +30% 284.61
iShares Russell Microcap Index (IWC) 0.10 10373 -2% 92.74
Starwood Property Trust (STWD) 0.09 38215 22.35
Bank of New York Mellon Corporation (BK) 0.09 16681 50.42
Stanley Black & Decker (SWK) 0.09 6393 -4% 136.24
ConocoPhillips (COP) 0.09 13130 66.72
Accenture 0.09 4837 175.94
iShares S&P; 500 Growth Index (IVW) 0.09 4932 172.34
Vanguard Mid-Cap ETF (VO) 0.09 5330 160.79
Solaredge Technologies 0.09 23120 37.67
Teradyne (TER) 0.08 19000 +7% 39.84
iShares Russell Midcap Index Fund (IWR) 0.08 13892 53.92
SPDR S&P; Dividend (SDY) 0.08 7285 99.38
Medtronic 0.08 7810 91.04
Worldpay Ord 0.08 6820 113.49
Lincoln National Corporation (LNC) 0.07 10276 58.68
Wal-Mart Stores (WMT) 0.07 6574 +2% 97.51
Baxter International (BAX) 0.07 8100 81.36
General Electric Company (GE) 0.07 67503 -29% 9.98
Travelers Companies (TRV) 0.07 4450 -3% 137.08
Emerson Electric (EMR) 0.07 8860 68.51
Jacobs Engineering (JEC) 0.07 9125 75.18
Church & Dwight (CHD) 0.07 9595 71.18
iShares S&P; 500 Value Index (IVE) 0.07 5435 112.79
Facebook Inc cl a 0.07 4085 -54% 166.71
Paypal Holdings 0.07 6422 -8% 103.86
Square Inc cl a 0.07 8125 +11% 74.95
Chubb 0.07 4483 -66% 140.08
Steris Plc Ord equities 0.07 5325 NEW 128.08
PNC Financial Services (PNC) 0.06 4350 122.76
Wells Fargo & Company (WFC) 0.06 11857 48.33
Allstate Corporation (ALL) 0.06 5508 94.23
Anadarko Petroleum Corporation (APC) 0.06 12588 45.52
Freeport-McMoRan Copper & Gold (FCX) 0.06 42982 12.89
Anheuser-Busch InBev NV (BUD) 0.06 6135 83.94
Fiserv (FISV) 0.06 6764 -34% 88.26
Align Technology (ALGN) 0.06 1926 284.53
Intuit (INTU) 0.06 2027 261.47
Vanguard Small-Cap ETF (VB) 0.06 3540 152.82
iShares Dow Jones US Technology (IYW) 0.06 2800 190.71
Walgreen Boots Alliance 0.06 8400 -2% 63.21
Vaneck Vectors Etf Tr morningstar wide 0.06 12665 +93% 46.66
Johnson Controls International Plc equity 0.06 15435 36.93
Valero Energy Corporation (VLO) 0.05 5025 -2% 84.78
Yum! Brands (YUM) 0.05 4791 -3% 99.77
GlaxoSmithKline (GSK) 0.05 10105 +15% 41.76
GATX Corporation (GMT) 0.05 5550 76.40
Macquarie Infrastructure Company (MIC) 0.05 11176 41.25
Vanguard Financials ETF (VFH) 0.05 7450 64.56
Vanguard Industrials ETF (VIS) 0.05 3414 140.01
Wp Carey 0.05 6435 78.32
Ishares Core Msci Eafe Etf core msci eafe 0.05 8280 -7% 60.75
Allegion Plc equity 0.05 5500 -7% 90.73
Eversource Energy 0.05 6981 +3% 70.91
Wec Energy Group Inc Com stock 0.05 5786 +5% 79.16
Kraft Heinz 0.05 13077 -5% 32.65
MasterCard Incorporated (MA) 0.04 1464 235.66
United Parcel Service (UPS) 0.04 3610 111.63
SYSCO Corporation (SYY) 0.04 5750 66.78
Avery Dennison Corporation (AVY) 0.04 3410 112.90
Coherent (COHR) 0.04 2702 141.75
Texas Instruments Incorporated (TXN) 0.04 3625 106.21
UnitedHealth (UNH) 0.04 1656 246.98
TJX Companies (TJX) 0.04 7190 53.27
UGI Corporation (UGI) 0.04 7500 55.47
Skyworks Solutions (SWKS) 0.04 5000 82.40
Unilever (UL) 0.04 6725 -2% 57.70
Vanguard High Dividend Yield ETF (VYM) 0.04 4830 85.71
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.04 2000 206.00
Vanguard Total World Stock Idx Fd (VT) 0.04 4500 73.11
Southern National Banc. of Virginia (SONA) 0.04 22900 14.63
Vanguard S&p 500 Etf idx fd 0.04 1544 +5% 259.72
Cdk Global Inc equities 0.04 6986 58.83
Crispr Therapeutics Ag 0.04 10400 35.67
Cigna Corp New 0.04 2151 +11% 160.86
Cognizant Technology Solutions (CTSH) 0.03 3498 72.33
Fidelity National Information Services (FIS) 0.03 2675 113.27
Global Payments (GPN) 0.03 2190 -9% 136.53
Boeing Company (BA) 0.03 740 -30% 381.08
iShares MSCI EAFE Index Fund (EFA) 0.03 3938 64.75
Starbucks Corporation (SBUX) 0.03 4076 74.34
Dover Corporation (DOV) 0.03 3141 93.92
Vanguard Information Technology ETF (VGT) 0.03 1416 200.56
Cambridge Ban (CATC) 0.03 3679 82.90
Guidewire Software 0.03 2705 97.23
Enanta Pharmaceuticals 0.03 2750 NEW 95.64
Booking Holdings 0.03 177 +5% 1745.76
State Street Corporation (STT) 0.02 3195 -3% 65.73
H&R; Block (HRB) 0.02 9000 23.89
Fastenal Company (FAST) 0.02 3510 NEW 64.39
Industrial SPDR (XLI) 0.02 2885 NEW 74.87
BorgWarner (BWA) 0.02 5900 38.47
Boston Properties (BXP) 0.02 1672 NEW 133.97
Vanguard Consumer Staples ETF (VDC) 0.02 1541 145.36
Ishares Inc core msci emkt 0.02 3990 NEW 51.63
22nd Centy 0.02 100000 1.71
Science App Int'l 0.02 2735 NEW 76.78
Charter Communications Inc New Cl A cl a 0.02 618 NEW 346.28
Navios Maritime Partners Lp 0.00 23545 0.89
Globalstar (GSAT) 0.00 10000 0.40
Viaspace (VSPC) 0.00 207550 +7% 0.00
Hypertension Diagnostics 0.00 36000 0.00
Flu Ence Corp Ltd 0.00 22659 0.40
Rite Aid Corporation Com 0.00 15000 NEW 0.67
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Past 13F-HR SEC Filings by Boston Family Office

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