BOSTON FAMILY OFFICE LLC
311 holdingsFiling period: 2026-03-31Current AUM: $1.69Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 286.9K | $72.8M | $88.6M | 5.25% | +512 | 2026-03-31 |
| 2 | GOOG | Alphabet Inc. Class C | 181.9K | $52.2M | $64.9M | 3.84% | -21,019 | 2026-03-31 |
| 3 | AMZN | Amazon.com, Inc. | 250.2K | $52.1M | $67.9M | 4.02% | -8,471 | 2026-03-31 |
| 4 | MSFT | Microsoft Corporation | 137.0K | $50.7M | $63.7M | 3.77% | -996 | 2026-03-31 |
| 5 | VOO | Vanguard S&P 500 ETF | 79.7K | $47.6M | $54.7M | 3.24% | +18.7K | 2026-03-31 |
| 6 | V | Visa Inc. Class A | 133.1K | $40.2M | $48.7M | 2.89% | -5,141 | 2026-03-31 |
| 7 | UNP | Union Pacific Corporation | 122.5K | $29.7M | $35.8M | 2.12% | -1,412 | 2026-03-31 |
| 8 | NVDA | NVIDIA Corporation | 165.7K | $28.9M | $33.3M | 1.97% | +21.5K | 2026-03-31 |
| 9 | SPY | SPDR S&P 500 ETF Trust | 44.2K | $28.7M | $33.0M | 1.95% | -6,510 | 2026-03-31 |
| 10 | BRK-B | Berkshire Hathaway Inc. Class B | 56.6K | $27.1M | $27.1M | 1.61% | -3,918 | 2026-03-31 |
| 11 | NEE | NextEra Energy, Inc. | 265.1K | $24.6M | $23.0M | 1.36% | -6,156 | 2026-03-31 |
| 12 | SPGI | S&P Global, Inc. | 57.5K | $24.4M | $23.7M | 1.40% | +1.8K | 2026-03-31 |
| 13 | SYK | Stryker Corporation | 73.9K | $24.3M | $24.1M | 1.43% | +4.5K | 2026-03-31 |
| 14 | ECL | Ecolab Inc. | 89.4K | $23.8M | $24.8M | 1.47% | -4,702 | 2026-03-31 |
| 15 | ROK | Rockwell Automation, Inc. | 64.9K | $23.3M | $31.2M | 1.84% | -7,090 | 2026-03-31 |
| 16 | PANW | Palo Alto Networks, Inc. | 137.7K | $22.1M | $45.7M | 2.71% | +14.2K | 2026-03-31 |
| 17 | CVX | Chevron Corporation | 103.7K | $21.5M | $20.4M | 1.21% | -6,304 | 2026-03-31 |
| 18 | APD | Air Products and Chemicals, Inc. | 72.2K | $21.0M | $21.3M | 1.26% | -700 | 2026-03-31 |
| 19 | AMT | American Tower Corporation | 119.9K | $20.7M | $20.8M | 1.23% | -2,314 | 2026-03-31 |
| 20 | IQV | Iqvia Holdings Inc | 116.6K | $19.9M | $27.4M | 1.62% | -3,601 | 2026-03-31 |
| 21 | TMO | Thermo Fisher Scientific Inc. | 40.3K | $19.8M | $23.1M | 1.37% | +199 | 2026-03-31 |
| 22 | ATR | Aptargroup, Inc. | 150.0K | $18.9M | $20.1M | 1.19% | -7,647 | 2026-03-31 |
| 23 | LLY | Eli Lilly and Company | 18.8K | $17.3M | $21.6M | 1.28% | -96 | 2026-03-31 |
| 24 | MRSH | Marsh | 97.2K | $16.9M | $18.4M | 1.09% | -846 | 2026-03-31 |
| 25 | JNJ | Johnson & Johnson | 68.9K | $16.8M | $17.7M | 1.05% | -4,583 | 2026-03-31 |
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