0001039807-20-000005.txt : 20200511
0001039807-20-000005.hdr.sgml : 20200511
20200511163737
ACCESSION NUMBER: 0001039807-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200511
DATE AS OF CHANGE: 20200511
EFFECTIVENESS DATE: 20200511
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: 20865460
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
03-31-2020
03-31-2020
BOSTON FAMILY OFFICE LLC
88 BROAD STREET
BOSTON
MA
02110
13F HOLDINGS REPORT
028-06344
N
George Beal
Managing Partner
6176240800
George Beal
Boston
MA
05-11-2020
0
236
846509
false
INFORMATION TABLE
2
bfo0320.xml
3M Company
COM
88579Y101
4244
31092
SH
SOLE
31092
0
0
Abbott Laboratories
COM
002824100
8228
104274
SH
SOLE
104274
0
0
Abbvie
COM
00287Y109
5599
73486
SH
SOLE
73486
0
0
Accenture Ltd.
COM
G1151C101
733
4492
SH
SOLE
4492
0
0
Adobe Inc
COM
00724F101
4982
15655
SH
SOLE
15655
0
0
Aflac Corp
COM
001055102
5466
159652
SH
SOLE
159652
0
0
Air Products & Chemicals
COM
009158106
10920
54709
SH
SOLE
54709
0
0
Alcon Inc
COM
h01301128
1562
30735
SH
SOLE
30735
0
0
Allegion Plc
COM
g0176j109
506
5499
SH
SOLE
5499
0
0
Allstate Corp
COM
020002101
552
6020
SH
SOLE
6020
0
0
Alphabet Class A (Google CL A)
COM
02079k305
2907
2502
SH
SOLE
2502
0
0
Alphabet Class C (Google C)
COM
02079k107
10828
9312
SH
SOLE
9312
0
0
Altria Group Inc Com
COM
02209S103
1889
48839
SH
SOLE
48839
0
0
Amazon.Com Inc
COM
023135106
24857
12749
SH
SOLE
12749
0
0
American Express Co
COM
025816109
1397
16318
SH
SOLE
16318
0
0
American Tower Corporation
COM
03027X100
23518
108005
SH
SOLE
108005
0
0
Amgen Inc
COM
031162100
2215
10924
SH
SOLE
10924
0
0
Analog Devices Inc
COM
032654105
1600
17850
SH
SOLE
17850
0
0
ANSYS, Inc.
COM
03662Q105
22865
98358
SH
SOLE
98358
0
0
Apple Inc.
COM
037833100
33549
131933
SH
SOLE
131933
0
0
Applied Materials Inc
COM
038222105
225
4900
SH
SOLE
4900
0
0
AptarGroup Inc
COM
038336103
13954
140183
SH
SOLE
140183
0
0
AT&T
COM
00206R102
1987
68176
SH
SOLE
68176
0
0
Automatic Data Processing
COM
053015103
12579
92036
SH
SOLE
92036
0
0
Avery Dennison Corp
COM
053611109
347
3410
SH
SOLE
3410
0
0
Bank of New York Mellon
COM
064058100
432
12820
SH
SOLE
12820
0
0
Baxter Intl
COM
071813109
679
8368
SH
SOLE
8368
0
0
Becton Dickinson
COM
075887109
4879
21236
SH
SOLE
21236
0
0
Berkshire Hathaway Inc Cl A
COM
084670108
816
3
SH
SOLE
3
0
0
Berkshire Hathaway Inc Cl B
COM
084670702
12040
65855
SH
SOLE
65855
0
0
Boeing Co
COM
097023105
931
6241
SH
SOLE
6241
0
0
Boston Properties Inc
COM
101121101
214
2315
SH
SOLE
2315
0
0
Boston Scientific
COM
101137107
988
30280
SH
SOLE
30280
0
0
Bristol-Myers Squibb
COM
110122108
2386
42804
SH
SOLE
42804
0
0
Charter Communications A
COM
16119p108
270
618
SH
SOLE
618
0
0
Chevron Corp
COM
166764100
4938
68151
SH
SOLE
68151
0
0
Chubb Ltd
COM
h1467j104
324
2897
SH
SOLE
2897
0
0
Church & Dwight Inc.
COM
171340102
623
9709
SH
SOLE
9709
0
0
Cisco Sys Inc
COM
17275R102
3332
84761
SH
SOLE
84761
0
0
Clorox Co
COM
189054109
4586
26472
SH
SOLE
26472
0
0
Coca Cola Co
COM
191216100
3387
76543
SH
SOLE
76543
0
0
Coherent Inc
COM
192479103
288
2702
SH
SOLE
2702
0
0
Colgate Palmolive
COM
194162103
2230
33611
SH
SOLE
33611
0
0
Comcast Corp CL A
COM
20030N101
3495
101657
SH
SOLE
101657
0
0
ConocoPhillips
COM
20825C104
320
10380
SH
SOLE
10380
0
0
Constellation Brands
COM
21036P108
244
1699
SH
SOLE
1699
0
0
Corning Inc
COM
219350105
1036
50427
SH
SOLE
50427
0
0
Costco Companies Inc
COM
22160K105
1848
6480
SH
SOLE
6480
0
0
Cree
COM
225447101
656
18498
SH
SOLE
18498
0
0
Crispr Therapeutics Ag Com
COM
h17182108
437
10300
SH
SOLE
10300
0
0
CVS Health Corporation
COM
126650100
8985
151443
SH
SOLE
151443
0
0
Danaher Corp Del Com
COM
235851102
7104
51326
SH
SOLE
51326
0
0
Dentsply Sirona
COM
24906p109
1379
35523
SH
SOLE
35523
0
0
Diageo PLC ADR
COM
25243Q205
1608
12646
SH
SOLE
12646
0
0
Disney Walt Co.
COM
254687106
2568
26587
SH
SOLE
26587
0
0
Dollar Tree Stores
COM
256746108
6853
93281
SH
SOLE
93281
0
0
Dominion Energy Inc.
COM
25746U109
3244
44941
SH
SOLE
44941
0
0
Dover Corp
COM
260003108
264
3141
SH
SOLE
3141
0
0
Dow Chem Co
COM
260557103
338
11556
SH
SOLE
11556
0
0
Dupont De Nemours Inc
COM
26614n102
439
12868
SH
SOLE
12868
0
0
Ecolab Inc
COM
278865100
16162
103714
SH
SOLE
103714
0
0
Eli Lilly & Co
COM
532457108
1349
9726
SH
SOLE
9726
0
0
Emerson Electric Co
COM
291011104
451
9463
SH
SOLE
9463
0
0
Envista Holdings Corporation
COM
29415f104
526
35234
SH
SOLE
35234
0
0
EOG Res Inc
COM
26875P101
1326
36911
SH
SOLE
36911
0
0
Eversource Energy
COM
30040w108
471
6026
SH
SOLE
6026
0
0
Exxon Mobil Corp
COM
30231G102
2608
68693
SH
SOLE
68693
0
0
Facebook
COM
30303m102
556
3332
SH
SOLE
3332
0
0
Fastenal Co
COM
311900104
217
6950
SH
SOLE
6950
0
0
FedEx Corp.
COM
31428X106
1349
11125
SH
SOLE
11125
0
0
Fidelity Info Services
COM
31620M106
1000
8223
SH
SOLE
8223
0
0
First Republic Bank
COM
33616C100
12307
149576
SH
SOLE
149576
0
0
Fiserv
COM
337738108
519
5464
SH
SOLE
5464
0
0
Fortive
COM
34959j108
748
13562
SH
SOLE
13562
0
0
Freeport-McMoRan
COM
35671D857
290
42982
SH
SOLE
42982
0
0
G A T X Corp
COM
361448103
341
5450
SH
SOLE
5450
0
0
General Electric Co
COM
369604103
266
33483
SH
SOLE
33483
0
0
General Mills Inc
COM
370334104
9357
177325
SH
SOLE
177325
0
0
Genuine Parts Co
COM
372460105
543
8066
SH
SOLE
8066
0
0
Gilead Sciences Inc
COM
375558103
6131
82003
SH
SOLE
82003
0
0
GlaxoSmithKline Plc Spons ADR
COM
37733W105
370
9778
SH
SOLE
9778
0
0
Global Pmts
COM
37940X102
301
2090
SH
SOLE
2090
0
0
Globalstar Inc.
COM
378973408
3
10000
SH
SOLE
10000
0
0
Golar LNG Ltd
COM
g9456a100
1863
236448
SH
SOLE
236448
0
0
Guidewire Software Inc
COM
40171v100
343
4331
SH
SOLE
4331
0
0
Hologic, Inc.
COM
436440101
882
25120
SH
SOLE
25120
0
0
Home Depot Inc
COM
437076102
4380
23457
SH
SOLE
23457
0
0
Honeywell International Inc
COM
438516106
922
6889
SH
SOLE
6889
0
0
Hubbell Inc
COM
443510607
1504
13110
SH
SOLE
13110
0
0
Hypertension Diagnostics Inc.
COM
44914v104
1
36000
SH
SOLE
36000
0
0
ICU Medical, Inc
COM
44930G107
908
4500
SH
SOLE
4500
0
0
Idexx Labs Inc
COM
45168D104
6277
25913
SH
SOLE
25913
0
0
Illinois Tool Works
COM
452308109
1795
12632
SH
SOLE
12632
0
0
Illumina
COM
452327109
1243
4551
SH
SOLE
4551
0
0
Ingersoll Rand Inc
COM
45687v106
297
11957
SH
SOLE
11957
0
0
Intel Corp
COM
458140100
4555
84173
SH
SOLE
84173
0
0
Intelsat S.A.
COM
l5140p101
46
30000
SH
SOLE
30000
0
0
International Business Machine
COM
459200101
1616
14570
SH
SOLE
14570
0
0
International Flavors & Fragra
COM
459506101
2285
22381
SH
SOLE
22381
0
0
Intuit
COM
461202103
462
2009
SH
SOLE
2009
0
0
IQVIA Holdings Inc
COM
46266c105
13029
120798
SH
SOLE
120798
0
0
iShares Expanded Tech Sector E
COM
464287549
424
2000
SH
SOLE
2000
0
0
iShares US Technology ETF
COM
464287721
572
2800
SH
SOLE
2800
0
0
J.P. Morgan Chase & Co.
COM
46625H100
5050
56097
SH
SOLE
56097
0
0
Jacobs Engineering Group Inc
COM
469814107
327
4124
SH
SOLE
4124
0
0
Johnson & Johnson
COM
478160104
15338
116965
SH
SOLE
116965
0
0
Kellogg Co
COM
487836108
1337
22283
SH
SOLE
22283
0
0
Keweenaw Land Association Ltd
COM
493026108
708
12310
SH
SOLE
12310
0
0
Kimberly Clark Corp
COM
494368103
1406
10994
SH
SOLE
10994
0
0
Kinder Morgan
COM
49456b101
797
57291
SH
SOLE
57291
0
0
Lincoln Electric
COM
533900106
2993
43381
SH
SOLE
43381
0
0
Lincoln Natl Corp
COM
534187109
270
10276
SH
SOLE
10276
0
0
Livongo Health Inc
COM
539183103
285
10000
SH
SOLE
10000
0
0
LKQ Corp.
COM
501889208
2813
137136
SH
SOLE
137136
0
0
Lowe's Companies
COM
548661107
2909
33810
SH
SOLE
33810
0
0
Macquarie Infrastructure Corp
COM
55608b105
292
11557
SH
SOLE
11557
0
0
Marsh & McLennan
COM
571748102
27687
320227
SH
SOLE
320227
0
0
Mastercard Inc.
COM
57636q104
356
1473
SH
SOLE
1473
0
0
McCormick & Co. Inc
COM
579780206
10361
73372
SH
SOLE
73372
0
0
McDonald's Corp
COM
580135101
6033
36487
SH
SOLE
36487
0
0
Medtronic PLC
COM
g5960l103
871
9661
SH
SOLE
9661
0
0
Merck & Co
COM
58933Y105
6966
90539
SH
SOLE
90539
0
0
Microchip Technology Incorpora
COM
595017104
294
4329
SH
SOLE
4329
0
0
Microsoft Corp
COM
594918104
23973
152010
SH
SOLE
152010
0
0
Middleby
COM
596278101
4194
73734
SH
SOLE
73734
0
0
Mondelez International
COM
609207105
2344
46800
SH
SOLE
46800
0
0
Neogen
COM
640491106
4235
63222
SH
SOLE
63222
0
0
Nestle SA-spons ADR
COM
641069406
11337
110076
SH
SOLE
110076
0
0
NextEra Energy
COM
65339F101
11150
46339
SH
SOLE
46339
0
0
Nike Inc Cl B
COM
654106103
14656
177135
SH
SOLE
177135
0
0
Norfolk Southern
COM
655844108
2646
18123
SH
SOLE
18123
0
0
Northern Tr Corp
COM
665859104
1206
15985
SH
SOLE
15985
0
0
Novartis AG ADR
COM
66987V109
1511
18325
SH
SOLE
18325
0
0
Novo Nordisk A/S ADR
COM
670100205
2806
46611
SH
SOLE
46611
0
0
NVIDIA Corp
COM
67066G104
217
823
SH
SOLE
823
0
0
Oracle Systems Corp
COM
68389X105
2031
42019
SH
SOLE
42019
0
0
Parker Hannifin
COM
701094104
2053
15827
SH
SOLE
15827
0
0
Paypal Holdings Inc
COM
70450y103
607
6345
SH
SOLE
6345
0
0
PepsiCo
COM
713448108
8896
74071
SH
SOLE
74071
0
0
Pfizer
COM
717081103
2922
89531
SH
SOLE
89531
0
0
Philip Morris International
COM
718172109
2971
40715
SH
SOLE
40715
0
0
PNC Financial Services
COM
693475105
416
4350
SH
SOLE
4350
0
0
Procter & Gamble
COM
742718109
10886
98965
SH
SOLE
98965
0
0
Qualcomm
COM
747525103
1454
21490
SH
SOLE
21490
0
0
Raytheon
COM
755111507
2106
16057
SH
SOLE
16057
0
0
Roche Holdings LTD ADR
COM
771195104
351
8657
SH
SOLE
8657
0
0
Rockwell Automation
COM
773903109
12038
79768
SH
SOLE
79768
0
0
Roper Technologies
COM
776696106
9939
31874
SH
SOLE
31874
0
0
Royal Dutch Shell PLC ADR A
COM
780259206
381
10913
SH
SOLE
10913
0
0
RPM
COM
749685103
3531
59345
SH
SOLE
59345
0
0
S & P Global
COM
78409v104
6912
28206
SH
SOLE
28206
0
0
Salesforce.com Inc
COM
79466l302
4392
30501
SH
SOLE
30501
0
0
Schlumberger Ltd
COM
806857108
223
16509
SH
SOLE
16509
0
0
Science Applications Internati
COM
808625107
204
2735
SH
SOLE
2735
0
0
Seagate Technology
COM
g7945m107
1122
23000
SH
SOLE
23000
0
0
ServiceNow Inc
COM
81762p102
2036
7103
SH
SOLE
7103
0
0
Sherwin Williams
COM
824348106
4127
8981
SH
SOLE
8981
0
0
Skyworks Solutions
COM
83088M102
442
4950
SH
SOLE
4950
0
0
SolarEdge Technologies
COM
83417m104
2084
25450
SH
SOLE
25450
0
0
Southern Nat'l Bancorp of VA
COM
843395104
225
22900
SH
SOLE
22900
0
0
SPDR S&P Biotech
COM
78464A870
4639
59909
SH
SOLE
59909
0
0
Splunk Inc
COM
848637104
866
6862
SH
SOLE
6862
0
0
Square Inc.
COM
852234103
394
7525
SH
SOLE
7525
0
0
SS&C Technologies Holdings
COM
78467J100
4875
111240
SH
SOLE
111240
0
0
Stanley Black & Decker
COM
854502101
618
6184
SH
SOLE
6184
0
0
Starbucks
COM
855244109
315
4788
SH
SOLE
4788
0
0
Starwood Property Trust
COM
85571B105
435
42425
SH
SOLE
42425
0
0
Stericycle
COM
858912108
2853
58723
SH
SOLE
58723
0
0
Steris PLC New
COM
g8473t100
745
5325
SH
SOLE
5325
0
0
Stryker
COM
863667101
9464
56847
SH
SOLE
56847
0
0
Sysco
COM
871829107
262
5750
SH
SOLE
5750
0
0
Target
COM
87612E106
1506
16195
SH
SOLE
16195
0
0
TE Connectivity
COM
H84989104
7024
111535
SH
SOLE
111535
0
0
Teck Resources Limited
COM
878742204
485
64164
SH
SOLE
64164
0
0
Teradyne
COM
880770102
901
16625
SH
SOLE
16625
0
0
Texas Instruments Inc
COM
882508104
350
3500
SH
SOLE
3500
0
0
Thermo Fisher Scientific
COM
883556102
10432
36785
SH
SOLE
36785
0
0
Thor Industries
COM
885160101
1387
32892
SH
SOLE
32892
0
0
TJX
COM
872540109
373
7810
SH
SOLE
7810
0
0
Trane Technologies
COM
g8994e103
1120
13555
SH
SOLE
13555
0
0
Travelers Companies Inc
COM
89417E109
373
3750
SH
SOLE
3750
0
0
Unilever PLC ADR
COM
904767704
335
6630
SH
SOLE
6630
0
0
Union Pacific Corp
COM
907818108
19678
139521
SH
SOLE
139521
0
0
United Parcel Service
COM
911312106
347
3710
SH
SOLE
3710
0
0
United Technologies
COM
913017109
842
8931
SH
SOLE
8931
0
0
UnitedHealth Group Inc
COM
91324P102
636
2551
SH
SOLE
2551
0
0
Valero Energy
COM
91913Y100
207
4573
SH
SOLE
4573
0
0
Vanguard Financials ETF
COM
92204A405
247
4871
SH
SOLE
4871
0
0
Vanguard Real Estate ETF
COM
922908553
989
14155
SH
SOLE
14155
0
0
Verizon Communications
COM
92343V104
8094
150650
SH
SOLE
150650
0
0
Viaspace Inc.
COM
92554W106
0
207550
SH
SOLE
207550
0
0
Visa Inc Class A
COM
92826C839
18194
112924
SH
SOLE
112924
0
0
W.P. Carey
COM
92936u109
285
4910
SH
SOLE
4910
0
0
Wabtec Corp
COM
929740108
930
19327
SH
SOLE
19327
0
0
Wal-Mart Stores Inc
COM
931142103
736
6476
SH
SOLE
6476
0
0
Walgreen Boots Alliance
COM
931427108
345
7550
SH
SOLE
7550
0
0
Waste Management
COM
94106L109
3676
39720
SH
SOLE
39720
0
0
WEC Energy Group
COM
92939u106
501
5686
SH
SOLE
5686
0
0
Wells Fargo Company
COM
949746101
254
8839
SH
SOLE
8839
0
0
Welltower
COM
95040q104
1251
27316
SH
SOLE
27316
0
0
Weyerhaeuser Co
COM
962166104
1741
102737
SH
SOLE
102737
0
0
Xylem
COM
98419m100
3950
60649
SH
SOLE
60649
0
0
Yum Brands Inc
COM
988498101
227
3306
SH
SOLE
3306
0
0
Yum China Holdings
COM
98850p109
300
7040
SH
SOLE
7040
0
0
Zebra Tech Corp Cl A
COM
989207105
13637
74274
SH
SOLE
74274
0
0
Invesco QQQ Trust
EFT
46090E103
7564
39728
SH
SOLE
39728
0
0
iShares 500 Growth Index Fund
EFT
464287309
869
5264
SH
SOLE
5264
0
0
iShares Core MSCI EAFE
EFT
46432f842
340
6805
SH
SOLE
6805
0
0
iShares Core S&P Mid-Cap
EFT
464287507
1602
11135
SH
SOLE
11135
0
0
iShares MSCI Emerging Markets
EFT
464287234
3576
104768
SH
SOLE
104768
0
0
iShares Russell 2000 Growth
EFT
464287648
761
4810
SH
SOLE
4810
0
0
iShares Russell 2000 Index Fun
EFT
464287655
853
7451
SH
SOLE
7451
0
0
iShares Russell Micro-cap Inde
EFT
464288869
222
3308
SH
SOLE
3308
0
0
iShares Russell Mid-Cap Index
EFT
464287499
600
13892
SH
SOLE
13892
0
0
iShares S&P 500 Index Fund
EFT
464287200
1491
5770
SH
SOLE
5770
0
0
iShares S&P 500 Value Index Fu
EFT
464287408
597
6205
SH
SOLE
6205
0
0
iShares S&P SmallCap 600 Index
EFT
464287804
8922
159001
SH
SOLE
159001
0
0
SPDR S&P 500
EFT
78462F103
19951
77405
SH
SOLE
77405
0
0
SPDR S&P Dividend
EFT
78464A763
528
6616
SH
SOLE
6616
0
0
SPDR S&P MidCap 400
EFT
78467Y107
9662
36755
SH
SOLE
36755
0
0
VanEck Vectors Morningstar Int
EFT
92189f593
635
25818
SH
SOLE
25818
0
0
VanEck Vectors Morningstar Wid
EFT
92189f643
1053
24072
SH
SOLE
24072
0
0
Vanguard Dividend Appreciation
EFT
921908844
2386
23082
SH
SOLE
23082
0
0
Vanguard Extended Market
EFT
922908652
1529
16884
SH
SOLE
16884
0
0
Vanguard FTSE All-World Ex-US
EFT
922042775
2592
63192
SH
SOLE
63192
0
0
Vanguard FTSE Developed Market
EFT
921943858
1361
40808
SH
SOLE
40808
0
0
Vanguard FTSE Emerging Mkts
EFT
922042858
9817
292616
SH
SOLE
292616
0
0
Vanguard High Dividend Yield
EFT
921946406
342
4830
SH
SOLE
4830
0
0
Vanguard Large-Cap
EFT
922908637
1071
9041
SH
SOLE
9041
0
0
Vanguard Mid-Cap
EFT
922908629
972
7380
SH
SOLE
7380
0
0
Vanguard S&P 500
EFT
922908363
462
1949
SH
SOLE
1949
0
0
Vanguard Small-Cap
EFT
922908751
305
2640
SH
SOLE
2640
0
0
Vanguard Total Intl Stock ETF
EFT
921909768
2913
69419
SH
SOLE
69419
0
0
Vanguard Total Stock
EFT
922908769
3541
27471
SH
SOLE
27471
0
0
Wisdomtree Emerging Mkts Sm Ca
EFT
97717W281
965
29228
SH
SOLE
29228
0
0
IShares UK Property UCITS ETF
COM
IE00B1TXL
221
37400
SH
SOLE
37400
0
0