IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Boston Family Office LLC

Q4 2023 Holdings

Filed 2024-02-12 | 260 holdings | $135.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Northern Trust Corporation(NTRS)COM665859104$4174,9470.0%
Flextronics Int'l LTD(FLEX)ORDY2573F102$41813,7170.0%
Sysco Corporation(SYY)COM871829107$4255,8120.0%
Vanguard Long-Term Bond ETF(BLV)LONG TERM BOND921937793$4275,7270.0%
Spdr S&P Dividend ETF(SDY)S&P DIVID ETF78464A763$4313,4480.0%
H&R Block, Inc.COM936711050$4359,0000.0%
WEC Energy Group Inc(WEC)COM92939U106$4425,2510.0%
Fastenal Company(FAST)COM311900104$4446,8500.0%
Nextnav Inc(NN)COMMON STOCK65345N106$445100,0000.0%
Splunk Inc.(SPLKCHF)COM848637104$4743,1100.0%
iShares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ISHS 1-5YR INVS464288646$4799,3340.0%
Estee Lauder Companies Inc. Class A(EL)CL A518439104$4813,2920.0%
Veralto Corp-W/I(VLTO)COM SHS92338C103$4825,8640.0%
Dover Corporation(DOV)COM260003108$4833,1410.0%
Kinder Morgan Inc Class P(KMI)COM49456B101$48527,4960.0%
ABB Ltd ADR(ABJA)SPONSORED ADR000375204$49211,0980.0%
International Business Machines Corporation(IBM)COM459200101$4973,0400.0%
Church & Dwight Co., Inc.(CHD)COM171340102$5025,3070.0%
Colgate-Palmolive Company(CL)COM194162103$5246,5750.0%
Middleby Corporation(MIDD)COM596278101$5283,5850.0%
JPMorgan Ultra-Short Municipal Income ETF(JMST)ULTRA SHT MUNCPL46641Q654$53210,4770.0%
Texas Instruments Incorporated(TXN)COM882508104$5393,1610.0%
Vanguard High Dividend Yield Index ETF(VYM)HIGH DIV YLD921946406$5394,8300.0%
PNC Financial Services Group, Inc.(PNC)COM693475105$5423,5000.0%
iShares S&P Small-Cap 600 Value ETF(IJS)SP SMCP600VL ETF464287879$5425,2570.0%
Allegion PLC(ALLE)ORD SHSG0176J109$5514,3460.0%
Skyworks Solutions, Inc.(SWKS)COM83088M102$5544,9300.0%
Shell PLC ADR(SHEL)SPON ADS780259305$5598,5020.0%
Fiserv, Inc.(FISV)COM337738108$5614,2250.0%
Lennar Corporation Class A(LEN)CL A526057104$5783,8780.0%
Cambridge BancorpCOM132152109$5908,4980.0%
Meta Platforms(META)CL A30303M102$5931,6760.0%
Crispr Therapeutics AG(CRSP)NAMEN AKTH17182108$5989,5500.0%
Avery Dennison Corporation(AVY)COM053611109$6063,0000.0%
Altria Group Inc(MO)COM02209S103$62915,5840.0%
Illumina, Inc.(ILMN)COM452327109$6664,7800.0%
American Water Works Co Inc(AWK)COM030420103$6675,0540.0%
Cheniere Energy(LNG)COM NEW16411R208$6703,9250.0%
RTX Corporation(RTX)COM75513E101$6968,2730.0%
Mastercard Incorporated Class A(MA)CL A57636Q104$7041,6500.0%
United Parcel Service, Inc. Class B(UPS)CL B911312106$7064,4930.0%
Vanguard Intermediate-Term Treasury ETF(VGIT)INTER TERM TREAS92206C706$71812,1080.0%
Bank of New York Mellon Corporation(BK)COM064058100$72013,8300.0%
Gatx Corporation(GATX)COM361448103$7215,9970.0%
Applied Materials, Inc.(AMAT)COM038222105$7454,5960.0%
Microchip Technology Incorporated(MCHP)COM595017104$7858,7010.0%
Wolfspeed Inc(WOLF*)COM977852102$78918,1290.0%
Starbucks Corporation(SBUX)COM855244109$8238,5740.0%
Generac Holdings Inc.(GNRC)COM368736104$8376,4790.0%
Ingersoll Rand Inc.(IR)COM45687V106$87811,3560.0%
PreviousPage 2 of 6Next