0001039807-15-000004.txt : 20150511 0001039807-15-000004.hdr.sgml : 20150511 20150511110834 ACCESSION NUMBER: 0001039807-15-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150511 DATE AS OF CHANGE: 20150511 EFFECTIVENESS DATE: 20150511 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: 15849359 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 03-31-2015 03-31-2015 BOSTON FAMILY OFFICE LLC
88 BROAD STREET BOSTON MA 02110
13F HOLDINGS REPORT 028-06344 N
George Beal Managing Partner 617-624-0800 George Beal Boston MA 05-11-2015 0 260 805413 false
INFORMATION TABLE 2 bfo0315.xml 3M Company COM 88579Y101 6439 39038 SH SOLE 39038 0 0 Abbott Laboratories COM 002824100 4798 103570 SH SOLE 103570 0 0 Abbvie COM 00287Y109 5657 96639 SH SOLE 96639 0 0 Accenture Ltd. COM G1151C101 350 3741 SH SOLE 3741 0 0 Ace Limited COM h0023R105 200 1795 SH SOLE 1795 0 0 Actavis PLC COM g0083b108 1759 5909 SH SOLE 5909 0 0 Aflac Corp COM 001055102 7679 119967 SH SOLE 119967 0 0 Air Lease COM 00912X302 4994 132319 SH SOLE 132319 0 0 Air Products & Chemicals COM 009158106 3007 19878 SH SOLE 19878 0 0 Akamai Technologies Inc COM 00971T101 3413 48046 SH SOLE 48046 0 0 Allegion Plc COM g0176j109 406 6633 SH SOLE 6633 0 0 Allstate Corp COM 020002101 462 6485 SH SOLE 6485 0 0 Altria Group Inc Com COM 02209S103 3680 73571 SH SOLE 73571 0 0 Amazon.Com Inc COM 023135106 4081 10968 SH SOLE 10968 0 0 American Express Co COM 025816109 2356 30164 SH SOLE 30164 0 0 American Tower Corporation COM 03027X100 9754 103599 SH SOLE 103599 0 0 Amgen Inc COM 031162100 1347 8425 SH SOLE 8425 0 0 Anadarko Petroleum COM 032511107 1818 21949 SH SOLE 21949 0 0 Anheuser Busch COM 03524A108 886 7265 SH SOLE 7265 0 0 Ansys Inc. COM 03662Q105 14871 168621 SH SOLE 168621 0 0 Anthem COM 036752103 208 1349 SH SOLE 1349 0 0 Apache Corp COM 037411105 688 11405 SH SOLE 11405 0 0 Apple Inc. COM 037833100 14903 119768 SH SOLE 119768 0 0 AptarGroup Inc COM 038336103 8723 137324 SH SOLE 137324 0 0 AT&T COM 00206R102 1694 51876 SH SOLE 51876 0 0 Atwood Oceanics Inc COM 050095108 545 19375 SH SOLE 19375 0 0 Automatic Data Processing COM 053015103 4094 47810 SH SOLE 47810 0 0 Avery Dennison Corp COM 053611109 225 4250 SH SOLE 4250 0 0 Avon Prods Inc COM 054303102 592 74096 SH SOLE 74096 0 0 Bank of New York Mellon COM 064058100 559 13900 SH SOLE 13900 0 0 BankUnited, Inc. COM 06652K103 2122 64820 SH SOLE 64820 0 0 Bard COM 067383109 607 3625 SH SOLE 3625 0 0 Baxter Intl COM 071813109 354 5165 SH SOLE 5165 0 0 Becton Dickinson COM 075887109 1310 9120 SH SOLE 9120 0 0 Berkshire Hathaway Inc Cl A COM 084670108 870 4 SH SOLE 4 0 0 Berkshire Hathaway Inc Cl B COM 084670702 9905 68632 SH SOLE 68632 0 0 BHP Ltd COM 088606108 1037 22314 SH SOLE 22314 0 0 Borg Warner COM 099724106 429 7100 SH SOLE 7100 0 0 BP PLC COM 055622104 530 13539 SH SOLE 13539 0 0 Bristol-Myers Squibb COM 110122108 3292 51040 SH SOLE 51040 0 0 C D K Global COM 12508e101 616 13183 SH SOLE 13183 0 0 Campbell Soup Co COM 134429109 1389 29835 SH SOLE 29835 0 0 Celgene Corp COM 151020104 18158 157512 SH SOLE 157512 0 0 Cellular Dynamics Internationa COM 15117v109 227 13800 SH SOLE 13800 0 0 Chevron Corp COM 166764100 4351 41450 SH SOLE 41450 0 0 Chubb Corp COM 171232101 2232 22080 SH SOLE 22080 0 0 Church & Dwight Inc. COM 171340102 296 3465 SH SOLE 3465 0 0 Cisco Sys Inc COM 17275R102 3819 138757 SH SOLE 138757 0 0 Clorox Co COM 189054109 1495 13544 SH SOLE 13544 0 0 Coca Cola Co COM 191216100 3839 94665 SH SOLE 94665 0 0 Cognizant Corp COM 192446102 264 4230 SH SOLE 4230 0 0 Coherent Inc COM 192479103 279 4300 SH SOLE 4300 0 0 Colgate Palmolive COM 194162103 3987 57504 SH SOLE 57504 0 0 Comcast Corp CL A COM 20030N101 243 4305 SH SOLE 4305 0 0 Comcast Corp CL A Spl COM 20030N200 891 15900 SH SOLE 15900 0 0 ConocoPhillips COM 20825C104 2734 43908 SH SOLE 43908 0 0 Corning Inc COM 219350105 2107 92922 SH SOLE 92922 0 0 Costco Companies Inc COM 22160K105 495 3265 SH SOLE 3265 0 0 Cree COM 225447101 1936 54552 SH SOLE 54552 0 0 Cummins Inc COM 231021106 208 1500 SH SOLE 1500 0 0 CVS Health Corporation COM 126650100 4754 46065 SH SOLE 46065 0 0 Cyberonics Inc COM 23251P102 234 3600 SH SOLE 3600 0 0 Danaher Corp Del Com COM 235851102 5998 70652 SH SOLE 70652 0 0 Deere & Co COM 244199105 942 10745 SH SOLE 10745 0 0 Dentsply International Inc COM 249030107 4453 87509 SH SOLE 87509 0 0 Diageo PLC ADR COM 25243Q205 1967 17793 SH SOLE 17793 0 0 DirectTV COM 25490a309 280 3289 SH SOLE 3289 0 0 Disney Walt Co. COM 254687106 3832 36532 SH SOLE 36532 0 0 Dollar Tree Stores COM 256746108 8471 104392 SH SOLE 104392 0 0 Dominion Res Inc VA COM 25746U109 2698 38070 SH SOLE 38070 0 0 Dover Corp COM 260003108 341 4932 SH SOLE 4932 0 0 Du Pont E I De Nemours Co COM 263534109 4774 66795 SH SOLE 66795 0 0 Duke Energy Corp COM 26441c204 252 3283 SH SOLE 3283 0 0 E M C Corp COM 268648102 439 17160 SH SOLE 17160 0 0 Eaton Corp COM g29183103 741 10905 SH SOLE 10905 0 0 Ecolab Inc COM 278865100 8503 74338 SH SOLE 74338 0 0 Emerson Electric Co COM 291011104 1028 18157 SH SOLE 18157 0 0 Ensco Plc COM g3157s106 1373 65182 SH SOLE 65182 0 0 EOG Res Inc COM 26875P101 1391 15170 SH SOLE 15170 0 0 EQT Corp COM 26884l109 220 2650 SH SOLE 2650 0 0 Eversource Energy COM 30040w108 822 16272 SH SOLE 16272 0 0 Expeditors Intl Wash COM 302130109 404 8375 SH SOLE 8375 0 0 Express Scripts Holdings COM 30219g108 1824 21024 SH SOLE 21024 0 0 Exxon Mobil Corp COM 30231G102 15753 185335 SH SOLE 185335 0 0 FedEx Corp. COM 31428X106 2096 12671 SH SOLE 12671 0 0 First Republic Bank COM 33616C100 6341 111072 SH SOLE 111072 0 0 First Solar Inc COM 336433107 945 15800 SH SOLE 15800 0 0 Fiserv COM 337738108 269 3385 SH SOLE 3385 0 0 Franklin Resources COM 354613101 3899 75965 SH SOLE 75965 0 0 Freeport-McMoRan COM 35671D857 1532 80854 SH SOLE 80854 0 0 Garmin Ltd COM H2906T109 601 12640 SH SOLE 12640 0 0 General Electric Co COM 369604103 8625 347624 SH SOLE 347624 0 0 General Mills Inc COM 370334104 12921 228291 SH SOLE 228291 0 0 General Motors Corp COM 37045V100 375 10000 SH SOLE 10000 0 0 Genuine Parts Co COM 372460105 1055 11316 SH SOLE 11316 0 0 Gilead Sciences Inc COM 375558103 18443 187945 SH SOLE 187945 0 0 Glaxo Smithkline Plc Spons ADR COM 37733W105 674 14610 SH SOLE 14610 0 0 Golar LNG Ltd COM g9456a100 5017 150748 SH SOLE 150748 0 0 Google Cl C COM 38259p706 1761 3214 SH SOLE 3214 0 0 Google Inc CL A COM 38259P508 1424 2567 SH SOLE 2567 0 0 H R Block Inc COM 093671105 289 9000 SH SOLE 9000 0 0 Halliburton Co COM 406216101 428 9750 SH SOLE 9750 0 0 Home Depot Inc COM 437076102 1870 16457 SH SOLE 16457 0 0 Honeywell International Inc COM 438516106 1154 11065 SH SOLE 11065 0 0 Hubbell Inc Cl B COM 443510201 1630 14870 SH SOLE 14870 0 0 Hypertension Diagnostics Inc. COM 44914v104 0 36000 SH SOLE 36000 0 0 ICICI Bank Ltd. COM 45104G104 207 20000 SH SOLE 20000 0 0 Icu Med Inc COM 44930G107 419 4500 SH SOLE 4500 0 0 Idexx Labs Inc COM 45168D104 944 6113 SH SOLE 6113 0 0 Illinois Tool Works COM 452308109 1304 13423 SH SOLE 13423 0 0 Illumina COM 452327109 1101 5930 SH SOLE 5930 0 0 Industrial Select Sector Fund COM 81369Y704 440 7885 SH SOLE 7885 0 0 Ingersoll-Rand PLC COM G47791101 1232 18100 SH SOLE 18100 0 0 Intel Corp COM 458140100 2709 86632 SH SOLE 86632 0 0 International Business Machine COM 459200101 5002 31168 SH SOLE 31168 0 0 iShares Goldman Sachs Technolo COM 464287549 206 2000 SH SOLE 2000 0 0 iShares Tr Dow Jones Tech Sec COM 464287721 294 2800 SH SOLE 2800 0 0 J.P. Morgan Chase & Co. COM 46625H100 2900 47873 SH SOLE 47873 0 0 Jacobs Engineering Group Inc COM 469814107 2465 54589 SH SOLE 54589 0 0 Jarden Corporation COM 471109108 903 17070 SH SOLE 17070 0 0 Johnson & Johnson COM 478160104 18414 183039 SH SOLE 183039 0 0 Johnson Ctls. COM 478366107 402 7976 SH SOLE 7976 0 0 Kansas City Southern COM 485170302 710 6960 SH SOLE 6960 0 0 Kellogg Co COM 487836108 1985 30105 SH SOLE 30105 0 0 Keweenaw Land Association Ltd COM 493026108 1342 12310 SH SOLE 12310 0 0 Kimberly Clark Corp COM 494368103 1394 13010 SH SOLE 13010 0 0 Kinder Morgan COM 49456b101 4663 110859 SH SOLE 110859 0 0 Kraft Foods Group COM 50076q106 1202 13801 SH SOLE 13801 0 0 Laboratory Corp. Amer Holders COM 50540R409 818 6485 SH SOLE 6485 0 0 Lendingclub Corp COM 52603a109 196 10000 SH SOLE 10000 0 0 Lilly Eli & Co COM 532457108 774 10650 SH SOLE 10650 0 0 Lincoln Electric COM 533900106 3627 55469 SH SOLE 55469 0 0 Lincoln Natl Corp COM 534187109 590 10276 SH SOLE 10276 0 0 Linear Technology Corp. COM 535678106 204 4365 SH SOLE 4365 0 0 LKQ Corp. COM 501889208 3717 145435 SH SOLE 145435 0 0 Lowe's Companies COM 548661107 4301 57819 SH SOLE 57819 0 0 Marsh & McLennan Cos COM 571748102 10648 189843 SH SOLE 189843 0 0 Mastercard Cl A COM 57636q104 303 3505 SH SOLE 3505 0 0 McCormick & Co. Inc COM 579780206 4392 56955 SH SOLE 56955 0 0 McDonald's Corp COM 580135101 4975 51054 SH SOLE 51054 0 0 McGraw Hill COM 580645109 3205 31000 SH SOLE 31000 0 0 Medtronic PLC COM g5960l103 1537 19713 SH SOLE 19713 0 0 Merck & Co COM 58933Y105 5918 102949 SH SOLE 102949 0 0 Microsoft Corp COM 594918104 4331 106527 SH SOLE 106527 0 0 Middleby COM 596278101 12370 120511 SH SOLE 120511 0 0 Mondelez International COM 609207105 1747 48406 SH SOLE 48406 0 0 Monsanto COM 61166W101 8327 73993 SH SOLE 73993 0 0 MSA Safety COM 553498106 399 8000 SH SOLE 8000 0 0 National Oilwell Varco COM 637071101 1034 20685 SH SOLE 20685 0 0 Navios Maritime Partners COM y62267102 262 23545 SH SOLE 23545 0 0 Neogen COM 640491106 1522 32579 SH SOLE 32579 0 0 Nestle SA-spons ADR COM 641069406 10532 140010 SH SOLE 140010 0 0 Netapp COM 64110d104 621 17525 SH SOLE 17525 0 0 New York Times COM 650111107 427 31000 SH SOLE 31000 0 0 NextEra Energy Resources COM 65339F101 5668 54471 SH SOLE 54471 0 0 Nike Inc Cl B COM 654106103 8417 83889 SH SOLE 83889 0 0 Norfolk Southern Corp COM 655844108 2399 23313 SH SOLE 23313 0 0 Northern Tr Corp COM 665859104 1461 20975 SH SOLE 20975 0 0 Novartis AG ADR COM 66987V109 4455 45183 SH SOLE 45183 0 0 Novo Nordisk A/S ADR COM 670100205 2967 55580 SH SOLE 55580 0 0 Nucor Corp. COM 670346105 474 9975 SH SOLE 9975 0 0 Occidental Petroleum COM 674599105 365 5000 SH SOLE 5000 0 0 Oracle Systems Corp COM 68389X105 11708 271331 SH SOLE 271331 0 0 Pall COM 696429307 1134 11300 SH SOLE 11300 0 0 Parker Hannifin COM 701094104 6607 55624 SH SOLE 55624 0 0 Pepsico COM 713448108 8813 92169 SH SOLE 92169 0 0 Pfizer COM 717081103 4606 132383 SH SOLE 132383 0 0 Philip Morris International COM 718172109 5034 66822 SH SOLE 66822 0 0 Phillips 66 COM 718546104 1028 13084 SH SOLE 13084 0 0 Plum Creek Timber COM 729251108 6153 141604 SH SOLE 141604 0 0 PNC Financial Services COM 693475105 427 4580 SH SOLE 4580 0 0 PPG Industries COM 693506107 534 2366 SH SOLE 2366 0 0 Praxair COM 74005P104 6797 56293 SH SOLE 56293 0 0 Procter & Gamble COM 742718109 12552 153189 SH SOLE 153189 0 0 Qualcomm COM 747525103 3775 54440 SH SOLE 54440 0 0 Quintiles Transnational Holdin COM 74876y101 1486 22183 SH SOLE 22183 0 0 Raytheon COM 755111507 1479 13536 SH SOLE 13536 0 0 Rockwell Automation COM 773903109 10929 94225 SH SOLE 94225 0 0 Roper Industries COM 776696106 2710 15753 SH SOLE 15753 0 0 Royal Dutch Shell PLC ADR A COM 780259206 1587 26609 SH SOLE 26609 0 0 RPM COM 749685103 2804 58425 SH SOLE 58425 0 0 Schlumberger Ltd COM 806857108 10177 121963 SH SOLE 121963 0 0 Science Applications Internati COM 808625107 235 4585 SH SOLE 4585 0 0 Seagate Technology COM g7945m107 1301 25000 SH SOLE 25000 0 0 Sherwin Williams COM 824348106 2600 9138 SH SOLE 9138 0 0 Sigma Aldrich COM 826552101 1489 10768 SH SOLE 10768 0 0 Skyworks Solutions COM 83088M102 590 6000 SH SOLE 6000 0 0 Spectra Energy COM 847560109 1408 38940 SH SOLE 38940 0 0 SS&C Technologies Holdings COM 78467J100 1797 28850 SH SOLE 28850 0 0 St. Jude Medical COM 790849103 298 4550 SH SOLE 4550 0 0 Stanley Black & Decker COM 854502101 820 8603 SH SOLE 8603 0 0 Starwood Property Trust COM 85571B105 767 31550 SH SOLE 31550 0 0 State Street COM 857477103 645 8767 SH SOLE 8767 0 0 Stericycle COM 858912108 18025 128353 SH SOLE 128353 0 0 Steris COM 859152100 281 4000 SH SOLE 4000 0 0 Stryker COM 863667101 6093 66050 SH SOLE 66050 0 0 Syntel Inc. COM 87162H103 840 16236 SH SOLE 16236 0 0 Sysco COM 871829107 224 5950 SH SOLE 5950 0 0 Target COM 87612E106 3759 45802 SH SOLE 45802 0 0 TE Connectivity COM H84989104 1485 20730 SH SOLE 20730 0 0 Teradata COM 88076W103 8240 186679 SH SOLE 186679 0 0 Teva Pharmaceutical COM 881624209 6948 111526 SH SOLE 111526 0 0 Texas Instruments Inc COM 882508104 212 3704 SH SOLE 3704 0 0 Thermo Fisher Scientific COM 883556102 2642 19665 SH SOLE 19665 0 0 Thor Industries COM 885160101 3198 50597 SH SOLE 50597 0 0 Time Warner Cable COM 88732J207 225 1500 SH SOLE 1500 0 0 Time Warner Inc COM 887317303 531 6284 SH SOLE 6284 0 0 Total S A Sponsored ADR COM 89151E109 276 5548 SH SOLE 5548 0 0 Travelers Companies Inc COM 89417E109 696 6433 SH SOLE 6433 0 0 UGI Corp COM 902681105 298 9150 SH SOLE 9150 0 0 Unilever PLC ADR COM 904767704 294 7045 SH SOLE 7045 0 0 Union Pacific Corp COM 907818108 12218 112804 SH SOLE 112804 0 0 United Natural Foods Co COM 911163103 1221 15855 SH SOLE 15855 0 0 United Technologies COM 913017109 9089 77549 SH SOLE 77549 0 0 Vanguard REIT ETF COM 922908553 631 7488 SH SOLE 7488 0 0 Verifone Systems COM 92342Y109 482 13825 SH SOLE 13825 0 0 Verizon Communications COM 92343V104 5025 103331 SH SOLE 103331 0 0 Viaspace Inc. COM 92554W106 1 193750 SH SOLE 193750 0 0 Visa Inc Class A COM 92826C839 1479 22616 SH SOLE 22616 0 0 W.P. Carey COM 92936u109 214 3150 SH SOLE 3150 0 0 Wabtec Corp COM 929740108 5516 58060 SH SOLE 58060 0 0 Wal Mart Stores Inc COM 931142103 530 6439 SH SOLE 6439 0 0 Walgreen Boots Alliance COM 931427108 1641 19375 SH SOLE 19375 0 0 Waste Management COM 94106L109 750 13834 SH SOLE 13834 0 0 Wells Fargo Company COM 949746101 2513 46201 SH SOLE 46201 0 0 Weyerhaeuser Co COM 962166104 338 10210 SH SOLE 10210 0 0 Whole Foods Mkt Inc COM 966837106 807 15500 SH SOLE 15500 0 0 Wisconsin Energy Corp. COM 976657106 297 6000 SH SOLE 6000 0 0 WPP Plc COM 92937a102 965 8480 SH SOLE 8480 0 0 Yum Brands Inc COM 988498101 1147 14576 SH SOLE 14576 0 0 Zebra Tech Corp Cl A COM 989207105 7843 86455 SH SOLE 86455 0 0 iShares Core S&P Mid-Cap EFT 464287507 661 4348 SH SOLE 4348 0 0 iShares FTSE China Large Cap E EFT 464287184 303 6815 SH SOLE 6815 0 0 iShares MSCI ACWI EFT 464288257 300 5000 SH SOLE 5000 0 0 iShares MSCI Australia Index EFT 464286103 883 38616 SH SOLE 38616 0 0 iShares MSCI Emerging Markets EFT 464287234 1502 37417 SH SOLE 37417 0 0 iShares MSCI Germany Index Fun EFT 464286806 256 8563 SH SOLE 8563 0 0 iShares MSCI Thailand Capped I EFT 464286624 1837 23150 SH SOLE 23150 0 0 iShares Russell 2000 Grow EFT 464287648 750 4950 SH SOLE 4950 0 0 iShares Russell 2000 Index Fun EFT 464287655 839 6743 SH SOLE 6743 0 0 iShares Russell Microcap Index EFT 464288869 2735 34580 SH SOLE 34580 0 0 iShares Russell Midcap Index EFT 464287499 627 3623 SH SOLE 3623 0 0 iShares S&P 500 Index Fund EFT 464287200 245 1180 SH SOLE 1180 0 0 iShares S&P 500 Value Index Fu EFT 464287408 796 8600 SH SOLE 8600 0 0 iShares S&P SmallCap 600 Index EFT 464287804 11153 94495 SH SOLE 94495 0 0 Powershares QQQ EFT 73935A104 4468 42313 SH SOLE 42313 0 0 SPDR S&P 500 EFT 78462F103 18905 91579 SH SOLE 91579 0 0 SPDR S&P China ETF EFT 78463x400 2067 24425 SH SOLE 24425 0 0 SPDR S&P Dividend EFT 78464A763 800 10233 SH SOLE 10233 0 0 SPDR S&P Midcap 400 EFT 78467Y107 13380 48263 SH SOLE 48263 0 0 Vanguard Dividend Appreciation EFT 921908844 581 7225 SH SOLE 7225 0 0 Vanguard Extended Market EFT 922908652 1226 13260 SH SOLE 13260 0 0 Vanguard FTSE All-World Ex-US EFT 922042775 5809 119214 SH SOLE 119214 0 0 Vanguard FTSE Developed Market EFT 921943858 4602 115544 SH SOLE 115544 0 0 Vanguard FTSE Emerging Mkts EFT 922042858 22132 541519 SH SOLE 541519 0 0 Vanguard Intl Equity Index Fds EFT 922042742 277 4500 SH SOLE 4500 0 0 Vanguard Large Cap EFT 922908637 1085 11396 SH SOLE 11396 0 0 Vanguard Mid-Cap EFT 922908629 598 4507 SH SOLE 4507 0 0 Vanguard Small Cap EFT 922908751 528 4306 SH SOLE 4306 0 0 Vanguard Total Stock EFT 922908769 527 4918 SH SOLE 4918 0 0