Universe · entity
BOSTON FAMILY OFFICE LLC
Institutional manager (13F) · CIK 1039807
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Apple Inc. | $73k | 286,939 |
| 2 | Alphabet Inc. Class C | $52k | 181,865 |
| 3 | Amazon.com, Inc. | $52k | 250,179 |
| 4 | Microsoft Corporation | $51k | 136,974 |
| 5 | Vanguard S&P 500 ETF | $48k | 79,715 |
| 6 | Visa Inc. Class A | $40k | 133,083 |
| 7 | Union Pacific Corporation | $30k | 122,497 |
| 8 | NVIDIA Corporation | $29k | 165,659 |
| 9 | SPDR S&P 500 ETF Trust | $29k | 44,183 |
| 10 | Berkshire Hathaway Inc. Class B | $27k | 56,634 |
| 11 | NextEra Energy, Inc. | $25k | 265,125 |
| 12 | S&P Global, Inc. | $24k | 57,457 |
| 13 | Stryker Corporation | $24k | 73,919 |
| 14 | Ecolab Inc. | $24k | 89,427 |
| 15 | Rockwell Automation, Inc. | $23k | 64,894 |
| 16 | Palo Alto Networks, Inc. | $22k | 137,689 |
| 17 | Chevron Corporation | $21k | 103,685 |
| 18 | Air Products and Chemicals, Inc. | $21k | 72,226 |
| 19 | American Tower Corporation | $21k | 119,861 |
| 20 | Iqvia Holdings Inc | $20k | 116,617 |
| 21 | Thermo Fisher Scientific Inc. | $20k | 40,308 |
| 22 | Aptargroup, Inc. | $19k | 149,972 |
| 23 | Eli Lilly and Company | $17k | 18,845 |
| 24 | Marsh | $17k | 97,181 |
| 25 | Johnson & Johnson | $17k | 68,879 |
| 26 | Alphabet Inc. Class A | $16k | 57,134 |
| 27 | Salesforce, Inc. | $16k | 84,239 |
| 28 | AbbVie, Inc. | $15k | 71,162 |
| 29 | ServiceNow, Inc. | $15k | 144,832 |
| 30 | Vanguard Extended Market ETF | $15k | 73,155 |
| 31 | Vanguard Short-Term Inflation-Protected ETF | $15k | 301,326 |
| 32 | IDEXX Laboratories, Inc. | $15k | 26,344 |
| 33 | Eaton Corp. PLC | $15k | 41,157 |
| 34 | Automatic Data Processing, Inc. | $15k | 71,514 |
| 35 | Vanguard Dividend Appreciation ETF | $14k | 63,914 |
| 36 | JPMorgan Chase & Co. | $14k | 46,693 |
| 37 | Parker-Hannifin Corporation | $13k | 14,545 |
| 38 | Roper Technologies, Inc. | $13k | 36,675 |
| 39 | Costco Wholesale Corporation | $13k | 12,948 |
| 40 | Meta Platforms | $13k | 22,027 |
| 41 | Vanguard Total Stock Market ETF | $12k | 36,033 |
| 42 | Xylem Inc. | $11k | 89,099 |
| 43 | ASML Holding NV ADR | $10k | 7,789 |
| 44 | Zebra Technologies Corporation Class A | $10k | 48,827 |
| 45 | PepsiCo, Inc. | $10k | 61,826 |
| 46 | EOG Resources, Inc. | $9k | 65,564 |
| 47 | McDonald's Corporation | $9k | 29,788 |
| 48 | Netflix Inc | $9k | 93,366 |
| 49 | TJX Companies Inc | $9k | 53,732 |
| 50 | Lincoln Electric Holdings, Inc. | $9k | 34,241 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.