# EDGAR Filing Document

**Accession Number:** 0001324022
**File Stem:** 0001324022-23-000001
**Filing Date:** 2023-2
**Character Count:** 12445
**Document Hash:** 07f0d193b0531d1cf86ea1e931b42770
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001324022-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001324022-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230208

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** COHEN LAWRENCE B
- **CENTRAL INDEX KEY:** 0001324022

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12074
- **FILM NUMBER:** 23600545

**MAIL ADDRESS:**
- **STREET 1:** C/O NIXON PEABODY LLP
- **STREET 2:** 53 STATE STREET
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02109-2835

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** COHEN LAWRENCE B<br>**Address:** C/O NIXON PEABODY LLP<br>53 STATE STREET<br>BOSTON, MA 02109-2835

**Form 13F File Number:** 028-12074

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Dennis Kushmerek<br>**Title:** Trust Operations Senior Specialist<br>**Phone:** 617-345-6136

**Signature, Place, and Date of Signing:**

Dennis Kushmerek  Boston, MA  02-08-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 93

**Form 13F Information Table Value Total:** $191380840

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AbbVie Inc | Com | 00287Y109 |  | 355380 | 2199 | SH |  | SOLE | 0 | 2199 | 0 | 0 |
| Alnylam Pharmaceuticals Inc | Com | 02043Q107 |  | 427770 | 1800 | SH |  | SOLE | 0 | 1800 | 0 | 0 |
| Alphabet Inc Cl C | Com | 02079K107 |  | 4055671 | 45708 | SH |  | SOLE | 0 | 45708 | 0 | 0 |
| Alphabet Inc Cl A | Com | 02079K305 |  | 1517203 | 17196 | SH |  | SOLE | 0 | 17196 | 0 | 0 |
| Amazon.com Inc | Com | 023135106 |  | 5054112 | 60168 | SH |  | SOLE | 0 | 60168 | 0 | 0 |
| American Airlines Group Inc | Com | 02376R102 |  | 414672 | 32600 | SH |  | SOLE | 0 | 32600 | 0 | 0 |
| American Tower Corp | Com | 03027X100 |  | 2012458 | 9499 | SH |  | SOLE | 0 | 9499 | 0 | 0 |
| Apple Inc | Com | 037833100 |  | 15767395 | 121353 | SH |  | SOLE | 0 | 121353 | 0 | 0 |
| Automatic Data Processing Inc | Com | 053015103 |  | 214974 | 900 | SH |  | SOLE | 0 | 900 | 0 | 0 |
| Bank of America Corp | Com | 060505104 |  | 4362931 | 131731 | SH |  | SOLE | 0 | 131731 | 0 | 0 |
| Berkshire Hathaway Inc Cl B | Com | 084670702 |  | 220555 | 714 | SH |  | SOLE | 0 | 714 | 0 | 0 |
| Blackrock Inc | Com | 09247X101 |  | 2046523 | 2888 | SH |  | SOLE | 0 | 2888 | 0 | 0 |
| Boeing Co | Com | 097023105 |  | 1085793 | 5700 | SH |  | SOLE | 0 | 5700 | 0 | 0 |
| Booking Holdings Inc | Com | 09857L108 |  | 2720628 | 1350 | SH |  | SOLE | 0 | 1350 | 0 | 0 |
| Bristol-Myers Squibb Co | Com | 110122108 |  | 2301609 | 31989 | SH |  | SOLE | 0 | 31989 | 0 | 0 |
| Brunswick Corp | Com | 117043109 |  | 1613511 | 22385 | SH |  | SOLE | 0 | 22385 | 0 | 0 |
| CVS Health Corp | Com | 126650100 |  | 2442417 | 26209 | SH |  | SOLE | 0 | 26209 | 0 | 0 |
| Chevron Corp New Com | Com | 166764100 |  | 2586271 | 14409 | SH |  | SOLE | 0 | 14409 | 0 | 0 |
| Coca-Cola Co | Com | 191216100 |  | 2820595 | 44342 | SH |  | SOLE | 0 | 44342 | 0 | 0 |
| Comcast Corp New Cl A | Com | 20030N101 |  | 1802634 | 51548 | SH |  | SOLE | 0 | 51548 | 0 | 0 |
| Quince Therapeutics Inc | Com | 22053A107 |  | 7092 | 11126 | SH |  | SOLE | 0 | 11126 | 0 | 0 |
| D R Horton Inc | Com | 23331A109 |  | 2319869 | 26025 | SH |  | SOLE | 0 | 26025 | 0 | 0 |
| Danaher Corp | Com | 235851102 |  | 2566877 | 9671 | SH |  | SOLE | 0 | 9671 | 0 | 0 |
| Deere  Co | Com | 244199105 |  | 2693899 | 6283 | SH |  | SOLE | 0 | 6283 | 0 | 0 |
| Walt Disney Co (The) | Com | 254687106 |  | 1679043 | 19326 | SH |  | SOLE | 0 | 19326 | 0 | 0 |
| Edwards Lifesciences Corp | Com | 28176E108 |  | 767065 | 10281 | SH |  | SOLE | 0 | 10281 | 0 | 0 |
| Exxon Mobil Corp | Com | 30231G102 |  | 3183148 | 28859 | SH |  | SOLE | 0 | 28859 | 0 | 0 |
| Meta Platforms Inc | Com | 30303M102 |  | 1111942 | 9240 | SH |  | SOLE | 0 | 9240 | 0 | 0 |
| Ford Motor Co | Com | 345370860 |  | 290750 | 25000 | SH |  | SOLE | 0 | 25000 | 0 | 0 |
| General Dynamics Corp | Com | 369550108 |  | 2129032 | 8581 | SH |  | SOLE | 0 | 8581 | 0 | 0 |
| Gilead Sciences Inc | Com | 375558103 |  | 1798558 | 20950 | SH |  | SOLE | 0 | 20950 | 0 | 0 |
| Heliogen Inc | Com | 42329E105 |  | 18287 | 26192 | SH |  | SOLE | 0 | 26192 | 0 | 0 |
| Home Depot Inc | Com | 437076102 |  | 1028756 | 3257 | SH |  | SOLE | 0 | 3257 | 0 | 0 |
| Hubbell Inc | Com | 443510607 |  | 2050634 | 8738 | SH |  | SOLE | 0 | 8738 | 0 | 0 |
| Intel Corp | Com | 458140100 |  | 1448840 | 54818 | SH |  | SOLE | 0 | 54818 | 0 | 0 |
| Intercontinental Exchange Inc | Com | 45866F104 |  | 2340180 | 22811 | SH |  | SOLE | 0 | 22811 | 0 | 0 |
| Invesco QQQ Trust Series 1 | Com | 46090E103 |  | 1358028 | 5100 | SH |  | SOLE | 0 | 5100 | 0 | 0 |
| iShares MSCI EAFE ETF | Com | 464287465 |  | 2444171 | 37236 | SH |  | SOLE | 0 | 37236 | 0 | 0 |
| iShares Core S Mid-Cap ETF | Com | 464287507 |  | 481361 | 1990 | SH |  | SOLE | 0 | 1990 | 0 | 0 |
| iShares Core MSCI Emerging Markets ETF | Com | 46434G103 |  | 412128 | 8825 | SH |  | SOLE | 0 | 8825 | 0 | 0 |
| JPMorgan Chase  Co | Com | 46625H100 |  | 5907507 | 44053 | SH |  | SOLE | 0 | 44053 | 0 | 0 |
| Johnson  Johnson | Com | 478160104 |  | 883427 | 5001 | SH |  | SOLE | 0 | 5001 | 0 | 0 |
| Estee Lauder Companies Inc Cl A | Com | 518439104 |  | 1898290 | 7651 | SH |  | SOLE | 0 | 7651 | 0 | 0 |
| Lennox International Inc | Com | 526107107 |  | 2192543 | 9165 | SH |  | SOLE | 0 | 9165 | 0 | 0 |
| Lilly Eli  Co | Com | 532457108 |  | 224992 | 615 | SH |  | SOLE | 0 | 615 | 0 | 0 |
| Lockheed Martin Corp | Com | 539830109 |  | 389192 | 800 | SH |  | SOLE | 0 | 800 | 0 | 0 |
| Lowe's Cos Inc | Com | 548661107 |  | 1988216 | 9979 | SH |  | SOLE | 0 | 9979 | 0 | 0 |
| Mastercard Inc Cl A | Com | 57636Q104 |  | 3778434 | 10866 | SH |  | SOLE | 0 | 10866 | 0 | 0 |
| McDonald's Corp | Com | 580135101 |  | 420067 | 1594 | SH |  | SOLE | 0 | 1594 | 0 | 0 |
| Merck  Co Inc | Com | 58933Y105 |  | 412512 | 3718 | SH |  | SOLE | 0 | 3718 | 0 | 0 |
| Microsoft Corporation | Com | 594918104 |  | 9622058 | 40122 | SH |  | SOLE | 0 | 40122 | 0 | 0 |
| Moderna Inc | Com | 60770K107 |  | 234404 | 1305 | SH |  | SOLE | 0 | 1305 | 0 | 0 |
| Netflix Inc | Com | 64110L106 |  | 1767806 | 5995 | SH |  | SOLE | 0 | 5995 | 0 | 0 |
| NextEra Energy Inc | Com | 65339F101 |  | 2071274 | 24776 | SH |  | SOLE | 0 | 24776 | 0 | 0 |
| Nike Inc Cl B | Com | 654106103 |  | 1775861 | 15177 | SH |  | SOLE | 0 | 15177 | 0 | 0 |
| Novartis AG Sponsored ADR | Com | 66987V109 |  | 2180818 | 24039 | SH |  | SOLE | 0 | 24039 | 0 | 0 |
| NVIDIA Corp | Com | 67066G104 |  | 4424827 | 30278 | SH |  | SOLE | 0 | 30278 | 0 | 0 |
| Packaging Corp of America | Com | 695156109 |  | 1494628 | 11685 | SH |  | SOLE | 0 | 11685 | 0 | 0 |
| Palo Alto Networks Inc | Com | 697435105 |  | 1839137 | 13180 | SH |  | SOLE | 0 | 13180 | 0 | 0 |
| PepsiCo Inc | Com | 713448108 |  | 3562796 | 19721 | SH |  | SOLE | 0 | 19721 | 0 | 0 |
| Pfizer Inc | Com | 717081103 |  | 351814 | 6866 | SH |  | SOLE | 0 | 6866 | 0 | 0 |
| Procter  Gamble Co | Com | 742718109 |  | 3354326 | 22132 | SH |  | SOLE | 0 | 22132 | 0 | 0 |
| RenovoRx Inc | Com | 75989R107 |  | 228338 | 97165 | SH |  | SOLE | 0 | 97165 | 0 | 0 |
| Rockwell Automation Inc | Com | 773903109 |  | 2279752 | 8851 | SH |  | SOLE | 0 | 8851 | 0 | 0 |
| Roper Technologies Inc | Com | 776696106 |  | 2034280 | 4708 | SH |  | SOLE | 0 | 4708 | 0 | 0 |
| SPDR S 500 ETF | Com | 78462F103 |  | 2379479 | 6222 | SH |  | SOLE | 0 | 6222 | 0 | 0 |
| SPDR S 500 Value ETF | Com | 78464A508 |  | 2837026 | 72950 | SH |  | SOLE | 0 | 72950 | 0 | 0 |
| Salesforce Inc | Com | 79466L302 |  | 2418707 | 18242 | SH |  | SOLE | 0 | 18242 | 0 | 0 |
| Materials Select Sector SPDR Fund | Com | 81369Y100 |  | 1969809 | 25358 | SH |  | SOLE | 0 | 25358 | 0 | 0 |
| Utilities Select Sector SPDR ETF | Com | 81369Y886 |  | 1280492 | 18163 | SH |  | SOLE | 0 | 18163 | 0 | 0 |
| Stryker Corp | Com | 863667101 |  | 2944638 | 12044 | SH |  | SOLE | 0 | 12044 | 0 | 0 |
| TJX Companies Inc | Com | 872540109 |  | 3295838 | 41405 | SH |  | SOLE | 0 | 41405 | 0 | 0 |
| Tesla Inc | Com | 88160R101 |  | 2419378 | 19641 | SH |  | SOLE | 0 | 19641 | 0 | 0 |
| Thermo Fisher Scientific Inc | Com | 883556102 |  | 3026592 | 5496 | SH |  | SOLE | 0 | 5496 | 0 | 0 |
| 3M Co | Com | 88579Y101 |  | 463491 | 3865 | SH |  | SOLE | 0 | 3865 | 0 | 0 |
| Travelers Companies Inc | Com | 89417E109 |  | 1903211 | 10151 | SH |  | SOLE | 0 | 10151 | 0 | 0 |
| US Bancorp | Com | 902973304 |  | 1609863 | 36915 | SH |  | SOLE | 0 | 36915 | 0 | 0 |
| United Rentals Inc | Com | 911363109 |  | 3323177 | 9350 | SH |  | SOLE | 0 | 9350 | 0 | 0 |
| Vanguard Total International Stock ETF | Com | 921909768 |  | 302562 | 5850 | SH |  | SOLE | 0 | 5850 | 0 | 0 |
| Vanguard Short-Term Bond Index Fund ETF | Com | 921937827 |  | 2756302 | 36614 | SH |  | SOLE | 0 | 36614 | 0 | 0 |
| Vanguard FTSE All-World Ex-US ETF | Com | 922042775 |  | 2005600 | 40000 | SH |  | SOLE | 0 | 40000 | 0 | 0 |
| Vanguard Growth ETF | Com | 922908736 |  | 5488648 | 25755 | SH |  | SOLE | 0 | 25755 | 0 | 0 |
| Vanguard Value ETF | Com | 922908744 |  | 1457041 | 10380 | SH |  | SOLE | 0 | 10380 | 0 | 0 |
| Vanguard Small-Cap Index Fund ETF | Com | 922908751 |  | 633580 | 3452 | SH |  | SOLE | 0 | 3452 | 0 | 0 |
| Visa Inc Cl A | Com | 92826C839 |  | 230821 | 1111 | SH |  | SOLE | 0 | 1111 | 0 | 0 |
| Walmart Inc | Com | 931142103 |  | 1978538 | 13954 | SH |  | SOLE | 0 | 13954 | 0 | 0 |
| Waste Management Inc | Com | 94106L109 |  | 2507256 | 15982 | SH |  | SOLE | 0 | 15982 | 0 | 0 |
| WisdomTree Floating Rate Treasury ETF | Com | 97717Y527 |  | 1647800 | 32779 | SH |  | SOLE | 0 | 32779 | 0 | 0 |
| Zimmer Biomet Holdings Inc | Com | 98956P102 |  | 529125 | 4150 | SH |  | SOLE | 0 | 4150 | 0 | 0 |
| ZoomInfo Technologies Inc Cl A | Com | 98980F104 |  | 537524 | 17852 | SH |  | SOLE | 0 | 17852 | 0 | 0 |
| Medtronic PLC | Com | G5960L103 |  | 2005875 | 25809 | SH |  | SOLE | 0 | 25809 | 0 | 0 |
| Norwegian Cruise Line Holdings Ltd | Com | G66721104 |  | 132192 | 10800 | SH |  | SOLE | 0 | 10800 | 0 | 0 |
| AC Immune SA | Com | H00263105 |  | 26214 | 12850 | SH |  | SOLE | 0 | 12850 | 0 | 0 |

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