BOSTON FAMILY OFFICE LLC
315 holdingsFiling period: 2026-06-30Current AUM: $1.72Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 284.3K | $82.3M | $94.2M | 5.47% | -2,618 | 2026-06-30 |
| 2 | VOO | Vanguard S&P 500 ETF | 95.0K | $65.2M | $66.1M | 3.84% | +15.2K | 2026-06-30 |
| 3 | GOOG | Alphabet Inc. Class C | 167.3K | $59.1M | $57.1M | 3.32% | -14,524 | 2026-06-30 |
| 4 | AMZN | Amazon.com, Inc. | 236.3K | $56.3M | $58.7M | 3.41% | -13,868 | 2026-06-30 |
| 5 | MSFT | Microsoft Corporation | 144.0K | $53.7M | $71.6M | 4.16% | +7.0K | 2026-06-30 |
| 6 | PANW | Palo Alto Networks, Inc. | 135.2K | $46.1M | $50.7M | 2.95% | -2,525 | 2026-06-30 |
| 7 | V | Visa Inc. Class A | 131.6K | $45.1M | $49.4M | 2.87% | -1,510 | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 191.8K | $38.4M | $40.7M | 2.36% | +26.2K | 2026-06-30 |
| 9 | SPY | SPDR S&P 500 ETF Trust | 45.1K | $33.7M | $34.1M | 1.98% | +881 | 2026-06-30 |
| 10 | UNP | Union Pacific Corporation | 119.2K | $32.4M | $33.9M | 1.97% | -3,276 | 2026-06-30 |
| 11 | ROK | Rockwell Automation, Inc. | 62.3K | $30.8M | $26.0M | 1.51% | -2,631 | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc. Class B | 57.5K | $28.8M | $28.8M | 1.67% | +863 | 2026-06-30 |
| 13 | ECL | Ecolab Inc. | 88.6K | $24.7M | $24.3M | 1.41% | -822 | 2026-06-30 |
| 14 | SYK | Stryker Corporation | 73.8K | $23.2M | $20.8M | 1.21% | -98 | 2026-06-30 |
| 15 | SPGI | S&P Global, Inc. | 57.1K | $23.2M | $23.5M | 1.37% | -389 | 2026-06-30 |
| 16 | NEE | NextEra Energy, Inc. | 260.5K | $22.9M | $21.1M | 1.23% | -4,593 | 2026-06-30 |
| 17 | LLY | Eli Lilly and Company | 18.3K | $22.0M | $20.8M | 1.21% | -520 | 2026-06-30 |
| 18 | VXF | Vanguard Extended Market ETF | 84.9K | $20.9M | $20.0M | 1.16% | +11.7K | 2026-06-30 |
| 19 | IQV | Iqvia Holdings Inc | 107.1K | $20.7M | $28.9M | 1.68% | -9,496 | 2026-06-30 |
| 20 | APD | Air Products and Chemicals, Inc. | 69.4K | $20.3M | $20.2M | 1.17% | -2,833 | 2026-06-30 |
| 21 | TMO | Thermo Fisher Scientific Inc. | 39.6K | $19.9M | $25.4M | 1.48% | -685 | 2026-06-30 |
| 22 | GOOGL | Alphabet Inc. Class A | 54.7K | $19.5M | $18.9M | 1.10% | -2,441 | 2026-06-30 |
| 23 | AMT | American Tower Corporation | 118.2K | $19.3M | $21.0M | 1.22% | -1,615 | 2026-06-30 |
| 24 | ABBV | AbbVie, Inc. | 69.6K | $17.5M | $18.3M | 1.06% | -1,569 | 2026-06-30 |
| 25 | — | Eaton Corp. PLC | 41.1K | $17.5M | $17.5M | 1.02% | -69 | 2026-06-30 |
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