Holders — by stockHoldings — by fund
BOSTON FAMILY OFFICE LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001039807
$1.6M
disclosed book value
314
positions
5%
largest position share
Positions, as of 2026-06-30
top 100 of 314 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLApple Inc. | 284,321 | $82,271 | 5% |
| 2 | VOOVanguard S&P 500 ETF | 94,960 | $65,220 | 4% |
| 3 | GOOGAlphabet Inc. Class C | 167,341 | $59,127 | 3.6% |
| 4 | AMZNAmazon.com, Inc. | 236,311 | $56,322 | 3.4% |
| 5 | MSFTMicrosoft Corporation | 143,994 | $53,713 | 3.3% |
| 6 | PANWPalo Alto Networks, Inc. | 135,164 | $46,094 | 2.8% |
| 7 | VVisa Inc. Class A | 131,573 | $45,141 | 2.7% |
| 8 | NVDANVIDIA Corporation | 191,826 | $38,382 | 2.3% |
| 9 | SPYSPDR S&P 500 ETF Trust | 45,064 | $33,652 | 2% |
| 10 | UNPUnion Pacific Corporation | 119,221 | $32,428 | 2% |
| 11 | ROKRockwell Automation, Inc. | 62,263 | $30,825 | 1.9% |
| 12 | BRK/BBerkshire Hathaway Inc. Class B | 57,497 | $28,771 | 1.7% |
| 13 | ECLEcolab Inc. | 88,605 | $24,686 | 1.5% |
| 14 | SYKStryker Corporation | 73,821 | $23,242 | 1.4% |
| 15 | SPGIS&P Global, Inc. | 57,068 | $23,242 | 1.4% |
| 16 | NEENextEra Energy, Inc. | 260,532 | $22,867 | 1.4% |
| 17 | LLYEli Lilly and Company | 18,325 | $21,980 | 1.3% |
| 18 | VXFVanguard Extended Market ETF | 84,873 | $20,897 | 1.3% |
| 19 | IQVIqvia Holdings Inc | 107,121 | $20,698 | 1.3% |
| 20 | APDAir Products and Chemicals, Inc. | 69,393 | $20,345 | 1.2% |
| 21 | TMOThermo Fisher Scientific Inc. | 39,623 | $19,865 | 1.2% |
| 22 | GOOGLAlphabet Inc. Class A | 54,693 | $19,546 | 1.2% |
| 23 | AMTAmerican Tower Corporation | 118,246 | $19,341 | 1.2% |
| 24 | ABBVAbbVie, Inc. | 69,593 | $17,512 | 1.1% |
| 25 | Eaton Corp. PLC | 41,088 | $17,508 | 1.1% |
| 26 | JNJJohnson & Johnson | 68,219 | $17,326 | 1.1% |
| 27 | MRSHMarsh | 102,145 | $17,025 | 1% |
| 28 | CVXChevron Corporation | 101,289 | $16,790 | 1% |
| 29 | VTIPVanguard Short-Term Inflation-Protected ETF | 330,842 | $16,618 | 1% |
| 30 | ASML Holding NV ADR | 7,993 | $15,902 | 1% |
| 31 | ADPAutomatic Data Processing, Inc. | 70,744 | $15,843 | 1% |
| 32 | COSTCostco Wholesale Corporation | 16,179 | $15,135 | 0.9% |
| 33 | JPMJPMorgan Chase & Co. | 45,858 | $15,011 | 0.9% |
| 34 | NOWServiceNow, Inc. | 148,037 | $14,697 | 0.9% |
| 35 | IDXXIDEXX Laboratories, Inc. | 27,571 | $14,514 | 0.9% |
| 36 | PHParker-Hannifin Corporation | 14,533 | $14,215 | 0.9% |
| 37 | VIGVanguard Dividend Appreciation ETF | 58,935 | $13,945 | 0.8% |
| 38 | VTIVanguard Total Stock Market ETF | 37,495 | $13,875 | 0.8% |
| 39 | ATRAptargroup, Inc. | 101,119 | $12,660 | 0.8% |
| 40 | METAMeta Platforms | 22,137 | $12,470 | 0.8% |
| 41 | ZBRAZebra Technologies Corporation Class A | 43,560 | $11,468 | 0.7% |
| 42 | XYLXylem Inc. | 91,480 | $10,814 | 0.7% |
| 43 | PEPPepsiCo, Inc. | 77,794 | $10,533 | 0.6% |
| 44 | TJXTJX Companies Inc | 66,070 | $10,010 | 0.6% |
| 45 | CRMSalesforce, Inc. | 61,293 | $9,602 | 0.6% |
| 46 | PGProcter & Gamble Company | 65,388 | $9,588 | 0.6% |
| 47 | MOATVanEck Morningstar Wide Moat ETF | 90,357 | $9,394 | 0.6% |
| 48 | LECOLincoln Electric Holdings, Inc. | 34,226 | $9,087 | 0.6% |
| 49 | ROPRoper Technologies, Inc. | 26,022 | $8,806 | 0.5% |
| 50 | MPWRMonolithic Power Systems, Inc. | 6,321 | $8,738 | 0.5% |
| 51 | ADIAnalog Devices, Inc. | 21,138 | $8,395 | 0.5% |
| 52 | EOGEOG Resources, Inc. | 64,334 | $8,346 | 0.5% |
| 53 | MDYSPDR S&P Midcap 400 ETF Trust | 11,191 | $7,871 | 0.5% |
| 54 | SHWSherwin-Williams Company | 22,814 | $7,855 | 0.5% |
| 55 | DISWalt Disney Company | 79,592 | $7,661 | 0.5% |
| 56 | HDHome Depot, Inc. | 21,448 | $7,564 | 0.5% |
| 57 | MCDMcDonald's Corporation | 27,958 | $7,557 | 0.5% |
| 58 | IJRiShares Core S&P Small Cap ETF | 50,576 | $7,501 | 0.5% |
| 59 | VCRBVanguard Core Bond ETF | 97,054 | $7,496 | 0.5% |
| 60 | TE Connectivity PLC | 36,904 | $7,440 | 0.5% |
| 61 | ABTAbbott Laboratories | 80,859 | $7,337 | 0.4% |
| 62 | VCSHVanguard Short-Term Corporate Bond ETF | 91,511 | $7,232 | 0.4% |
| 63 | NFLXNetflix Inc | 100,764 | $7,195 | 0.4% |
| 64 | DHRDanaher Corporation | 34,570 | $6,585 | 0.4% |
| 65 | VRPInvesco Variable Rate Preferred ETF | 267,922 | $6,513 | 0.4% |
| 66 | IBTIiShares iBonds Treasury 2028 | 289,372 | $6,407 | 0.4% |
| 67 | IBTHiShares iBonds Treasury 2027 | 281,963 | $6,308 | 0.4% |
| 68 | GLWCorning Inc | 24,250 | $6,194 | 0.4% |
| 69 | QQQInvesco QQQ Trust | 7,739 | $5,699 | 0.3% |
| 70 | HUBBHubbell Incorporated Class B | 10,618 | $5,555 | 0.3% |
| 71 | MRKMerck & Co., Inc. | 43,081 | $5,536 | 0.3% |
| 72 | VEAVanguard FTSE Developed Markets ETF | 76,352 | $5,440 | 0.3% |
| 73 | TSMTaiwan Semiconductor MFG. | 11,156 | $5,328 | 0.3% |
| 74 | AMATApplied Materials, Inc. | 7,364 | $5,324 | 0.3% |
| 75 | WELLWelltower, Inc. | 22,400 | $5,084 | 0.3% |
| 76 | Trane Technologies plc | 10,197 | $5,008 | 0.3% |
| 77 | NSRGYNestle S.A. Sponsored ADR | 48,725 | $5,005 | 0.3% |
| 78 | BSVVanguard Short-Term Bond ETF | 63,387 | $4,938 | 0.3% |
| 79 | VGSHVanguard Short-Term Treasury ETF | 84,609 | $4,924 | 0.3% |
| 80 | IVViShares Core S&P 500 ETF | 6,525 | $4,887 | 0.3% |
| 81 | CATCaterpillar Inc. | 4,528 | $4,822 | 0.3% |
| 82 | EXMOCExxon Mobil Corporation | 34,526 | $4,720 | 0.3% |
| 83 | PLTRPalantir Technologies Inc | 39,561 | $4,616 | 0.3% |
| 84 | ANETArista Networks Inc | 26,958 | $4,580 | 0.3% |
| 85 | MKCMcCormick & Company, Inc. | 90,115 | $4,544 | 0.3% |
| 86 | NKENIKE, Inc. Class B | 108,233 | $4,443 | 0.3% |
| 87 | AXPAmerican Express Company | 12,690 | $4,292 | 0.3% |
| 88 | Flextronics Int'l LTD | 26,179 | $4,243 | 0.3% |
| 89 | WMWaste Management, Inc. | 18,909 | $4,214 | 0.3% |
| 90 | IJHiShares Core S&P Mid-Cap ETF | 53,019 | $4,088 | 0.2% |
| 91 | IBTJiShares iBonds Treasury 2029 | 184,177 | $3,987 | 0.2% |
| 92 | IVWiShares S&P 500 Growth ETF | 27,424 | $3,772 | 0.2% |
| 93 | AMGNAmgen Inc. | 10,368 | $3,754 | 0.2% |
| 94 | BRK/ABerkshire Hathaway Inc. Class A | 5 | $3,744 | 0.2% |
| 95 | KOCoca-Cola Company | 42,232 | $3,432 | 0.2% |
| 96 | ITWIllinois Tool Works Inc. | 12,681 | $3,430 | 0.2% |
| 97 | LOWLowe's Companies, Inc. | 15,457 | $3,408 | 0.2% |
| 98 | RTXRTX Corporation | 17,581 | $3,336 | 0.2% |
| 99 | RPMRPM International Inc. | 29,332 | $3,260 | 0.2% |
| 100 | VOVanguard Mid-Cap ETF | 39,899 | $3,215 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.