0001039807-15-000002.txt : 20150209 0001039807-15-000002.hdr.sgml : 20150209 20150209131025 ACCESSION NUMBER: 0001039807-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150209 DATE AS OF CHANGE: 20150209 EFFECTIVENESS DATE: 20150209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BOSTON FAMILY OFFICE LLC CENTRAL INDEX KEY: 0001039807 IRS NUMBER: 050492777 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06344 FILM NUMBER: 15587655 BUSINESS ADDRESS: STREET 1: 88 BROAD STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6176240800 MAIL ADDRESS: STREET 1: 88 BROAD STREET CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001039807 XXXXXXXX 12-31-2014 12-31-2014 BOSTON FAMILY OFFICE LLC

88 BROAD STREET BOSTON MA 02110

13F HOLDINGS REPORT 028-06344 N George Beal 617-624-0800 George Beal Boston MA 02-09-2015 0 260 802589 false INFORMATION TABLE 2 bfo1214.xml 3M Company COM 88579Y101 6451 39258 SH SOLE 39258 0 0 Abbott Laboratories COM 002824100 4672 103775 SH SOLE 103775 0 0 Abbvie COM 00287Y109 6326 96674 SH SOLE 96674 0 0 Accenture Ltd. COM G1151C101 334 3741 SH SOLE 3741 0 0 Ace Limited COM h0023R105 206 1795 SH SOLE 1795 0 0 Actavis PLC COM g0083b108 761 2957 SH SOLE 2957 0 0 Aflac Corp COM 001055102 7324 119892 SH SOLE 119892 0 0 Air Lease COM 00912X302 4475 130419 SH SOLE 130419 0 0 Air Products & Chemicals COM 009158106 2866 19868 SH SOLE 19868 0 0 Akamai Technologies Inc COM 00971T101 2926 46471 SH SOLE 46471 0 0 Allegion Plc COM g0176j109 368 6633 SH SOLE 6633 0 0 Allergan Inc COM 018490102 1740 8183 SH SOLE 8183 0 0 Allscripts Healthcare Solution COM 01988p108 220 17200 SH SOLE 17200 0 0 Allstate Corp COM 020002101 456 6485 SH SOLE 6485 0 0 Altria Group Inc Com COM 02209S103 3649 74071 SH SOLE 74071 0 0 Amazon.Com Inc COM 023135106 3354 10806 SH SOLE 10806 0 0 American Express Co COM 025816109 2909 31264 SH SOLE 31264 0 0 American Tower Corporation COM 03027X100 9928 100437 SH SOLE 100437 0 0 Amgen Inc COM 031162100 1354 8500 SH SOLE 8500 0 0 Anadarko Petroleum COM 032511107 1803 21849 SH SOLE 21849 0 0 Anheuser Busch COM 03524A108 816 7265 SH SOLE 7265 0 0 Ansys Inc. COM 03662Q105 13770 167922 SH SOLE 167922 0 0 Apache Corp COM 037411105 724 11555 SH SOLE 11555 0 0 Apple Inc. COM 037833100 13383 121243 SH SOLE 121243 0 0 AptarGroup Inc COM 038336103 9778 146296 SH SOLE 146296 0 0 AT&T COM 00206R102 1739 51757 SH SOLE 51757 0 0 Atwood Oceanics Inc COM 050095108 550 19375 SH SOLE 19375 0 0 Automatic Data Processing COM 053015103 3986 47810 SH SOLE 47810 0 0 Avery Dennison Corp COM 053611109 220 4250 SH SOLE 4250 0 0 Avon Prods Inc COM 054303102 696 74096 SH SOLE 74096 0 0 Bank of America COM 060505104 219 12268 SH SOLE 12268 0 0 Bank of New York Mellon COM 064058100 564 13900 SH SOLE 13900 0 0 BankUnited, Inc. COM 06652K103 1298 44795 SH SOLE 44795 0 0 Bard COM 067383109 604 3625 SH SOLE 3625 0 0 Baxter Intl COM 071813109 423 5765 SH SOLE 5765 0 0 Becton Dickinson COM 075887109 1291 9275 SH SOLE 9275 0 0 Berkshire Hathaway Inc Cl A COM 084670108 904 4 SH SOLE 4 0 0 Berkshire Hathaway Inc Cl B COM 084670702 10386 69174 SH SOLE 69174 0 0 BHP Ltd COM 088606108 2174 45938 SH SOLE 45938 0 0 Borg Warner COM 099724106 390 7100 SH SOLE 7100 0 0 BP PLC COM 055622104 516 13539 SH SOLE 13539 0 0 Bristol-Myers Squibb COM 110122108 2936 49740 SH SOLE 49740 0 0 C D K Global COM 12508e101 542 13305 SH SOLE 13305 0 0 Campbell Soup Co COM 134429109 1192 27095 SH SOLE 27095 0 0 Celgene Corp COM 151020104 18760 167710 SH SOLE 167710 0 0 Cellular Dynamics Internationa COM 15117v109 369 57425 SH SOLE 57425 0 0 Chevron Corp COM 166764100 4663 41563 SH SOLE 41563 0 0 Chubb Corp COM 171232101 2295 22180 SH SOLE 22180 0 0 Church & Dwight Inc. COM 171340102 273 3465 SH SOLE 3465 0 0 Cisco Sys Inc COM 17275R102 3874 139282 SH SOLE 139282 0 0 Clorox Co COM 189054109 1412 13554 SH SOLE 13554 0 0 Coca Cola Co COM 191216100 4012 95015 SH SOLE 95015 0 0 Cognizant Corp COM 192446102 207 3940 SH SOLE 3940 0 0 Coherent Inc COM 192479103 261 4300 SH SOLE 4300 0 0 Colgate Palmolive COM 194162103 4131 59704 SH SOLE 59704 0 0 Comcast Corp CL A COM 20030N101 250 4305 SH SOLE 4305 0 0 Comcast Corp CL A Spl COM 20030N200 915 15900 SH SOLE 15900 0 0 ConocoPhillips COM 20825C104 3032 43908 SH SOLE 43908 0 0 Corning Inc COM 219350105 2080 90722 SH SOLE 90722 0 0 Costco Companies Inc COM 22160K105 471 3325 SH SOLE 3325 0 0 Covidien PLC COM G2554f113 1980 19355 SH SOLE 19355 0 0 Cree COM 225447101 1758 54552 SH SOLE 54552 0 0 Cummins Inc COM 231021106 216 1500 SH SOLE 1500 0 0 CVS Health Corporation COM 126650100 4432 46015 SH SOLE 46015 0 0 Cyberonics Inc COM 23251P102 200 3600 SH SOLE 3600 0 0 Danaher Corp Del Com COM 235851102 6116 71357 SH SOLE 71357 0 0 Deere & Co COM 244199105 959 10845 SH SOLE 10845 0 0 Dentsply International Inc COM 249030107 4731 88809 SH SOLE 88809 0 0 Diageo PLC ADR COM 25243Q205 2072 18164 SH SOLE 18164 0 0 DirectTV COM 25490a309 289 3339 SH SOLE 3339 0 0 Disney Walt Co. COM 254687106 3328 35337 SH SOLE 35337 0 0 Dollar Tree Stores COM 256746108 7332 104177 SH SOLE 104177 0 0 Dominion Res Inc VA COM 25746U109 2939 38220 SH SOLE 38220 0 0 Dover Corp COM 260003108 354 4932 SH SOLE 4932 0 0 Du Pont E I De Nemours Co COM 263534109 5093 68877 SH SOLE 68877 0 0 Duke Energy Corp COM 26441c204 277 3316 SH SOLE 3316 0 0 E M C Corp COM 268648102 547 18385 SH SOLE 18385 0 0 Eaton Corp COM g29183103 741 10905 SH SOLE 10905 0 0 Ecolab Inc COM 278865100 7091 67842 SH SOLE 67842 0 0 Emerson Electric Co COM 291011104 1127 18257 SH SOLE 18257 0 0 Ensco Plc COM g3157s106 1952 65182 SH SOLE 65182 0 0 EOG Res Inc COM 26875P101 1438 15620 SH SOLE 15620 0 0 EQT Corp COM 26884l109 201 2650 SH SOLE 2650 0 0 Expeditors Intl Wash COM 302130109 374 8375 SH SOLE 8375 0 0 Express Scripts Holdings COM 30219g108 1848 21823 SH SOLE 21823 0 0 Exxon Mobil Corp COM 30231G102 17224 186309 SH SOLE 186309 0 0 Fastenal Co COM 311900104 242 5090 SH SOLE 5090 0 0 FedEx Corp. COM 31428X106 2218 12774 SH SOLE 12774 0 0 First Republic Bank COM 33616C100 5591 107264 SH SOLE 107264 0 0 First Solar Inc COM 336433107 705 15800 SH SOLE 15800 0 0 Fiserv COM 337738108 240 3385 SH SOLE 3385 0 0 Franklin Resources COM 354613101 4218 76180 SH SOLE 76180 0 0 Freeport-McMoRan COM 35671D857 1996 85454 SH SOLE 85454 0 0 Garmin Ltd COM H2906T109 668 12640 SH SOLE 12640 0 0 General Electric Co COM 369604103 8797 348106 SH SOLE 348106 0 0 General Mills Inc COM 370334104 12175 228291 SH SOLE 228291 0 0 General Motors Corp COM 37045V100 349 10000 SH SOLE 10000 0 0 Genuine Parts Co COM 372460105 1206 11316 SH SOLE 11316 0 0 Gilead Sciences Inc COM 375558103 18949 201028 SH SOLE 201028 0 0 Glaxo Smithkline Plc Spons ADR COM 37733W105 650 15210 SH SOLE 15210 0 0 GNC COM 36191G107 506 10785 SH SOLE 10785 0 0 Golar LNG Ltd COM g9456a100 5412 148402 SH SOLE 148402 0 0 Google Cl C COM 38259p706 1683 3197 SH SOLE 3197 0 0 Google Inc CL A COM 38259P508 1378 2596 SH SOLE 2596 0 0 H R Block Inc COM 093671105 303 9000 SH SOLE 9000 0 0 Halliburton Co COM 406216101 423 10744 SH SOLE 10744 0 0 Home Depot Inc COM 437076102 1730 16482 SH SOLE 16482 0 0 Honeywell International Inc COM 438516106 1420 14215 SH SOLE 14215 0 0 Hubbell Inc Cl B COM 443510201 1589 14870 SH SOLE 14870 0 0 Hypertension Diagnostics Inc. COM 44914v104 1 36000 SH SOLE 36000 0 0 ICICI Bank Ltd. COM 45104G104 231 20000 SH SOLE 20000 0 0 Icu Med Inc COM 44930G107 369 4500 SH SOLE 4500 0 0 Idexx Labs Inc COM 45168D104 795 5363 SH SOLE 5363 0 0 Illinois Tool Works COM 452308109 1271 13423 SH SOLE 13423 0 0 Illumina COM 452327109 1081 5855 SH SOLE 5855 0 0 Industrial Select Sector Fund COM 81369Y704 448 7925 SH SOLE 7925 0 0 Ingersoll-Rand PLC COM G47791101 1147 18100 SH SOLE 18100 0 0 Intel Corp COM 458140100 3145 86667 SH SOLE 86667 0 0 International Business Machine COM 459200101 5236 32633 SH SOLE 32633 0 0 iShares Goldman Sachs Technolo COM 464287549 204 2000 SH SOLE 2000 0 0 iShares Tr Dow Jones Tech Sec COM 464287721 292 2800 SH SOLE 2800 0 0 J.P. Morgan Chase & Co. COM 46625H100 3044 48648 SH SOLE 48648 0 0 Jacobs Engineering Group Inc COM 469814107 2473 55339 SH SOLE 55339 0 0 Johnson & Johnson COM 478160104 19139 183029 SH SOLE 183029 0 0 Johnson Ctls. COM 478366107 386 7976 SH SOLE 7976 0 0 Kansas City Southern COM 485170302 285 2335 SH SOLE 2335 0 0 Kellogg Co COM 487836108 1970 30105 SH SOLE 30105 0 0 Keweenaw Land Association Ltd COM 493026108 1219 12310 SH SOLE 12310 0 0 Kimberly Clark Corp COM 494368103 1503 13010 SH SOLE 13010 0 0 Kinder Morgan COM 49456b101 4535 107191 SH SOLE 107191 0 0 Kraft Foods Group COM 50076q106 865 13801 SH SOLE 13801 0 0 Lilly Eli & Co COM 532457108 738 10700 SH SOLE 10700 0 0 Lincoln Electric COM 533900106 3805 55079 SH SOLE 55079 0 0 Lincoln Natl Corp COM 534187109 593 10276 SH SOLE 10276 0 0 LKQ Corp. COM 501889208 4177 148535 SH SOLE 148535 0 0 Lowe's Companies COM 548661107 3992 58019 SH SOLE 58019 0 0 Marsh & McLennan Cos COM 571748102 10564 184552 SH SOLE 184552 0 0 Mastercard Cl A COM 57636q104 302 3500 SH SOLE 3500 0 0 McCormick & Co. Inc COM 579780206 4247 57155 SH SOLE 57155 0 0 McDonald's Corp COM 580135101 5919 63165 SH SOLE 63165 0 0 McGraw Hill COM 580645109 2758 31000 SH SOLE 31000 0 0 Merck & Co COM 58933Y105 5833 102720 SH SOLE 102720 0 0 Microsoft Corp COM 594918104 4939 106322 SH SOLE 106322 0 0 Middleby COM 596278101 11783 118905 SH SOLE 118905 0 0 Mondelez International COM 609207105 1846 50831 SH SOLE 50831 0 0 Monsanto COM 61166W101 8816 73794 SH SOLE 73794 0 0 MSA Safety COM 553498106 425 8000 SH SOLE 8000 0 0 National Oilwell Varco COM 637071101 1355 20685 SH SOLE 20685 0 0 Navios Maritime Partners COM y62267102 239 23545 SH SOLE 23545 0 0 Neogen COM 640491106 1792 36139 SH SOLE 36139 0 0 Nestle SA-spons ADR COM 641069406 10225 140168 SH SOLE 140168 0 0 Netapp COM 64110d104 726 17525 SH SOLE 17525 0 0 New York Times COM 650111107 397 30000 SH SOLE 30000 0 0 NextEra Energy Resources COM 65339F101 5784 54421 SH SOLE 54421 0 0 Nike Inc Cl B COM 654106103 7958 82767 SH SOLE 82767 0 0 Norfolk Southern Corp COM 655844108 2555 23313 SH SOLE 23313 0 0 Northeast Utilities COM 664397106 960 17942 SH SOLE 17942 0 0 Northern Tr Corp COM 665859104 1409 20900 SH SOLE 20900 0 0 Novartis AG ADR COM 66987V109 4191 45230 SH SOLE 45230 0 0 Novo Nordisk A/S ADR COM 670100205 2314 54680 SH SOLE 54680 0 0 Nucor Corp. COM 670346105 655 13350 SH SOLE 13350 0 0 Occidental Petroleum COM 674599105 403 5000 SH SOLE 5000 0 0 Oracle Systems Corp COM 68389X105 12235 272081 SH SOLE 272081 0 0 Pall COM 696429307 1144 11300 SH SOLE 11300 0 0 Parker Hannifin COM 701094104 7173 55624 SH SOLE 55624 0 0 Pepsico COM 713448108 8720 92219 SH SOLE 92219 0 0 Pfizer COM 717081103 4130 132583 SH SOLE 132583 0 0 Philip Morris International COM 718172109 5532 67922 SH SOLE 67922 0 0 Phillips 66 COM 718546104 933 13009 SH SOLE 13009 0 0 Plum Creek Timber COM 729251108 6128 143210 SH SOLE 143210 0 0 PNC Financial Services COM 693475105 419 4590 SH SOLE 4590 0 0 PPG Industries COM 693506107 520 2251 SH SOLE 2251 0 0 Praxair COM 74005P104 7280 56193 SH SOLE 56193 0 0 Procter & Gamble COM 742718109 14097 154754 SH SOLE 154754 0 0 Qualcomm COM 747525103 4097 55125 SH SOLE 55125 0 0 Quintiles Transnational Holdin COM 74876y101 1260 21408 SH SOLE 21408 0 0 Raytheon COM 755111507 1375 12711 SH SOLE 12711 0 0 Rockwell Automation COM 773903109 10483 94270 SH SOLE 94270 0 0 Roper Industries COM 776696106 2462 15748 SH SOLE 15748 0 0 Royal Dutch Shell PLC ADR A COM 780259206 1781 26609 SH SOLE 26609 0 0 RPM COM 749685103 2385 47025 SH SOLE 47025 0 0 Schlumberger Ltd COM 806857108 10337 121024 SH SOLE 121024 0 0 Science Applications Internati COM 808625107 227 4585 SH SOLE 4585 0 0 Seagate Technology COM g7945m107 1662 25000 SH SOLE 25000 0 0 Sherwin Williams COM 824348106 2519 9578 SH SOLE 9578 0 0 Sigma Aldrich COM 826552101 1478 10768 SH SOLE 10768 0 0 Skyworks Solutions COM 83088M102 440 6050 SH SOLE 6050 0 0 Spectra Energy COM 847560109 1414 38940 SH SOLE 38940 0 0 SS&C Technologies Holdings COM 78467J100 1801 30800 SH SOLE 30800 0 0 St. Jude Medical COM 790849103 296 4550 SH SOLE 4550 0 0 Stanley Black & Decker COM 854502101 827 8603 SH SOLE 8603 0 0 Starwood Property Trust COM 85571B105 731 31468 SH SOLE 31468 0 0 State Street COM 857477103 688 8767 SH SOLE 8767 0 0 Stericycle COM 858912108 16881 128785 SH SOLE 128785 0 0 Steris COM 859152100 259 4000 SH SOLE 4000 0 0 Stryker COM 863667101 6294 66725 SH SOLE 66725 0 0 Syntel Inc. COM 87162H103 730 16236 SH SOLE 16236 0 0 Sysco COM 871829107 236 5950 SH SOLE 5950 0 0 Target COM 87612E106 3502 46127 SH SOLE 46127 0 0 TE Connectivity COM H84989104 1271 20095 SH SOLE 20095 0 0 Teradata COM 88076W103 8289 189773 SH SOLE 189773 0 0 Teva Pharmaceutical COM 881624209 6414 111526 SH SOLE 111526 0 0 The Fresh Market Inc COM 35804H106 1265 30700 SH SOLE 30700 0 0 Thermo Fisher Scientific COM 883556102 2397 19130 SH SOLE 19130 0 0 Thor Industries COM 885160101 2827 50597 SH SOLE 50597 0 0 Time Warner Cable COM 88732J207 228 1500 SH SOLE 1500 0 0 Time Warner Inc COM 887317303 532 6225 SH SOLE 6225 0 0 Total S A Sponsored ADR COM 89151E109 438 8548 SH SOLE 8548 0 0 Travelers Companies Inc COM 89417E109 734 6933 SH SOLE 6933 0 0 UGI Corp COM 902681105 348 9150 SH SOLE 9150 0 0 Unilever PLC ADR COM 904767704 285 7045 SH SOLE 7045 0 0 Union Pacific Corp COM 907818108 13268 111371 SH SOLE 111371 0 0 United Natural Foods Co COM 911163103 1209 15630 SH SOLE 15630 0 0 United Technologies COM 913017109 8911 77489 SH SOLE 77489 0 0 Vanguard REIT ETF COM 922908553 607 7488 SH SOLE 7488 0 0 Verifone Systems COM 92342Y109 514 13825 SH SOLE 13825 0 0 Verizon Communications COM 92343V104 4835 103351 SH SOLE 103351 0 0 Viaspace Inc. COM 92554W106 2 193750 SH SOLE 193750 0 0 Visa Inc Class A COM 92826C839 1234 4705 SH SOLE 4705 0 0 W.P. Carey COM 92936u109 219 3125 SH SOLE 3125 0 0 Wabtec Corp COM 929740108 4860 55935 SH SOLE 55935 0 0 Wal Mart Stores Inc COM 931142103 553 6439 SH SOLE 6439 0 0 Walgreen Boots Alliance COM 931427108 1476 19375 SH SOLE 19375 0 0 Waste Management COM 94106L109 710 13834 SH SOLE 13834 0 0 Wells Fargo Company COM 949746101 2530 46157 SH SOLE 46157 0 0 Weyerhaeuser Co COM 962166104 349 9735 SH SOLE 9735 0 0 Whole Foods Mkt Inc COM 966837106 782 15500 SH SOLE 15500 0 0 Wisconsin Energy Corp. COM 976657106 316 6000 SH SOLE 6000 0 0 WPP Plc COM 92937a102 878 8430 SH SOLE 8430 0 0 Yum Brands Inc COM 988498101 1062 14576 SH SOLE 14576 0 0 Zebra Tech Corp Cl A COM 989207105 6592 85155 SH SOLE 85155 0 0 iShares Core S&P Mid-Cap EFT 464287507 618 4266 SH SOLE 4266 0 0 iShares FTSE China Large Cap E EFT 464287184 286 6875 SH SOLE 6875 0 0 iShares MSCI ACWI EFT 464288257 292 5000 SH SOLE 5000 0 0 iShares MSCI Australia Index EFT 464286103 912 41116 SH SOLE 41116 0 0 iShares MSCI Emerging Markets EFT 464287234 1470 37417 SH SOLE 37417 0 0 iShares MSCI Germany Index Fun EFT 464286806 235 8563 SH SOLE 8563 0 0 iShares MSCI Thailand Capped I EFT 464286624 1793 23150 SH SOLE 23150 0 0 iShares Russell 2000 Grow EFT 464287648 705 4950 SH SOLE 4950 0 0 iShares Russell 2000 Index Fun EFT 464287655 754 6301 SH SOLE 6301 0 0 iShares Russell Microcap Index EFT 464288869 2568 33365 SH SOLE 33365 0 0 iShares Russell Midcap Index EFT 464287499 425 2544 SH SOLE 2544 0 0 iShares S&P 500 Index Fund EFT 464287200 244 1180 SH SOLE 1180 0 0 iShares S&P 500 Value Index Fu EFT 464287408 900 9600 SH SOLE 9600 0 0 iShares S&P SmallCap 600 Index EFT 464287804 10811 94780 SH SOLE 94780 0 0 Powershares QQQ EFT 73935A104 4324 41878 SH SOLE 41878 0 0 SPDR S&P 500 EFT 78462F103 18609 90536 SH SOLE 90536 0 0 SPDR S&P China ETF EFT 78463x400 2350 29510 SH SOLE 29510 0 0 SPDR S&P Dividend EFT 78464A763 846 10733 SH SOLE 10733 0 0 SPDR S&P Midcap 400 EFT 78467Y107 12880 48793 SH SOLE 48793 0 0 Vanguard Dividend Appreciation EFT 921908844 546 6725 SH SOLE 6725 0 0 Vanguard Extended Market EFT 922908652 992 11295 SH SOLE 11295 0 0 Vanguard FTSE All-World Ex-US EFT 922042775 5402 115283 SH SOLE 115283 0 0 Vanguard FTSE Developed Market EFT 921943858 4407 116334 SH SOLE 116334 0 0 Vanguard FTSE Emerging Mkts EFT 922042858 22235 555599 SH SOLE 555599 0 0 Vanguard Intl Equity Index Fds EFT 922042742 271 4500 SH SOLE 4500 0 0 Vanguard Large Cap EFT 922908637 1084 11483 SH SOLE 11483 0 0 Vanguard Mid-Cap EFT 922908629 563 4557 SH SOLE 4557 0 0 Vanguard Small Cap EFT 922908751 502 4306 SH SOLE 4306 0 0 Vanguard Total Stock EFT 922908769 521 4918 SH SOLE 4918 0 0