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Size ($ in 1000's)
At 12/31/2023: $1,330,157
At 09/30/2023: $1,220,213
Boston Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boston Family Office LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Boston Family Office LLC top holdings by largest position size, as per the latest 13f filing made by Boston Family Office LLC.
In the Boston Family Office LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Boston Family Office LLC in that top holding, then the share count change between reporting periods, and finally the Boston Family Office LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Apple Inc. |
335,924 |
-9,227 |
$64,676 | | AAPL | 335,924 | -9,227 | $64,676 | | Microsoft Corporation |
139,061 |
-6,704 |
$52,293 | | MSFT | 139,061 | -6,704 | $52,293 | | Amazon.com Inc. |
262,926 |
-2,715 |
$39,949 | | AMZN | 262,926 | -2,715 | $39,949 | | Visa Inc. Class A |
141,748 |
-2,775 |
$36,904 | | V | 141,748 | -2,775 | $36,904 | | ANSYS Inc. |
97,182 |
-531 |
$35,265 | | ANSS | 97,182 | -531 | $35,265 | | SPDR S&P 500 ETF Trust (SPY) |
73,821 |
+1,604 |
$35,088 | | SPY | 73,821 | +1,604 | $35,088 | | Union Pacific Corporation |
134,909 |
-2,461 |
$33,136 | | UNP | 134,909 | -2,461 | $33,136 | | Iqvia Holdings Inc |
139,820 |
-877 |
$32,352 | | IQV | 139,820 | -877 | $32,352 | | Alphabet Inc. Class C |
215,650 |
-4,755 |
$30,392 | | GOOG | 215,650 | -4,755 | $30,392 | | American Tower Corporation |
130,209 |
-1,898 |
$28,110 | | AMT | 130,209 | -1,898 | $28,110 | | Rockwell Automation Inc. |
83,457 |
-1,394 |
$25,912 | | ROK | 83,457 | -1,394 | $25,912 | | Salesforce Inc. |
91,161 |
-227 |
$23,988 | | CRM | 91,161 | -227 | $23,988 |  Berkshire Hathaway Inc. Class B |
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$23,781 | | BRK.B | 62,113 | -1,066 | $22,153 | | BRK.A | 3 | UNCH | $1,628 | | Aptargroup Inc. |
186,878 |
-4,902 |
$23,102 | | ATR | 186,878 | -4,902 | $23,102 | | Air Products and Chemicals Inc. |
83,911 |
+1,288 |
$22,975 | | APD | 83,911 | +1,288 | $22,975 | | Zebra Technologies Corporation Class A |
81,572 |
+1,171 |
$22,296 | | ZBRA | 81,572 | +1,171 | $22,296 | | S&P Global Inc. |
49,964 |
+405 |
$22,010 | | SPGI | 49,964 | +405 | $22,010 | | Roper Technologies Inc. |
40,218 |
-1,221 |
$21,926 | | ROP | 40,218 | -1,221 | $21,926 | | Marsh & McLennan Companies Inc. |
115,042 |
+1,477 |
$21,797 | | MMC | 115,042 | +1,477 | $21,797 | | Adobe Inc. |
35,025 |
-2,556 |
$20,896 | | ADBE | 35,025 | -2,556 | $20,896 | | Ecolab Inc. |
102,753 |
-2,122 |
$20,381 | | ECL | 102,753 | -2,122 | $20,381 | | Thermo Fisher Scientific Inc. |
38,379 |
+716 |
$20,371 | | TMO | 38,379 | +716 | $20,371 | | Stryker Corporation |
62,135 |
-242 |
$18,607 | | SYK | 62,135 | -242 | $18,607 | | NIKE Inc. Class B |
162,426 |
+785 |
$17,635 | | NKE | 162,426 | +785 | $17,635 | | Automatic Data Processing Inc. |
73,674 |
-820 |
$17,164 | | ADP | 73,674 | -820 | $17,164 | | Chevron Corporation |
111,356 |
+9,048 |
$16,610 | | CVX | 111,356 | +9,048 | $16,610 | | ServiceNow Inc. |
22,533 |
-170 |
$15,919 | | NOW | 22,533 | -170 | $15,919 | | NextEra Energy Inc. |
251,345 |
+25,932 |
$15,267 | | NEE | 251,345 | +25,932 | $15,267 | | IDEXX Laboratories Inc. |
27,186 |
-260 |
$15,090 | | IDXX | 27,186 | -260 | $15,090 | | Johnson & Johnson |
90,941 |
-562 |
$14,254 | | JNJ | 90,941 | -562 | $14,254 | | AbbVie Inc. |
79,337 |
-1,131 |
$12,295 | | ABBV | 79,337 | -1,131 | $12,295 | | Teradyne Inc. |
104,308 |
-5,853 |
$11,320 | | TER | 104,308 | -5,853 | $11,320 | | Nestle S.A. Sponsored ADR |
95,221 |
-7,515 |
$11,011 | | NSRGY | 95,221 | -7,515 | $11,011 | | CVS Health Corporation |
132,495 |
-12,910 |
$10,462 | | CVS | 132,495 | -12,910 | $10,462 | | PepsiCo Inc. |
60,603 |
+2,296 |
$10,293 | | PEP | 60,603 | +2,296 | $10,293 | | McCormick & Company Inc. |
149,187 |
+4,240 |
$10,207 | | MKC | 149,187 | +4,240 | $10,207 | | Procter & Gamble Company |
69,087 |
-1,131 |
$10,124 | | PG | 69,087 | -1,131 | $10,124 | | McDonald s Corporation |
33,270 |
-167 |
$9,865 | | MCD | 33,270 | -167 | $9,865 | | Abbott Laboratories |
89,579 |
-592 |
$9,860 | | ABT | 89,579 | -592 | $9,860 | | Xylem Inc. |
82,107 |
+13 |
$9,390 | | XYL | 82,107 | +13 | $9,390 | | Costco Wholesale Corporation |
13,618 |
-630 |
$8,989 | | COST | 13,618 | -630 | $8,989 | | Danaher Corporation |
38,005 |
+708 |
$8,792 | | DHR | 38,005 | +708 | $8,792 | | Eaton Corp. PLC |
36,339 |
+902 |
$8,751 | | ETN | 36,339 | +902 | $8,751 | | Lincoln Electric Holdings Inc. |
40,112 |
-5,498 |
$8,723 | | LECO | 40,112 | -5,498 | $8,723 | | Sherwin Williams Company |
27,748 |
-2,307 |
$8,655 | | SHW | 27,748 | -2,307 | $8,655 | | SPDR S&P Midcap 400 ETF Trust (MDY) |
16,744 |
+24 |
$8,496 | | MDY | 16,744 | +24 | $8,496 | | Vanguard Short Term Corporate Bond ETF (VCSH) |
109,713 |
+263 |
$8,488 | | VCSH | 109,713 | +263 | $8,488 | | JPMorgan Chase & Co. |
48,964 |
-1,309 |
$8,329 | | JPM | 48,964 | -1,309 | $8,329 | | Vanguard Dividend Appreciation ETF (VIG) |
48,383 |
+1,449 |
$8,244 | | VIG | 48,383 | +1,449 | $8,244 | | TE Connectivity LTD |
57,316 |
-5,639 |
$8,053 | | TEL | 57,316 | -5,639 | $8,053 |
See Full List: All Stocks Held By Boston Family Office LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Boston Family Office LLC
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