Boston Financial Mangement LLC
Investment Portfolio & 13F Holdings Analysis
About
BOSTON FINANCIAL MANGEMENT LLC is an institutional investment manager that filed its latest Form 13F for 2024Q4, reporting 335 holdings worth $3.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-02-03
- Total Holdings
- 335
- Total Value
- 3308161216
- Accession Number
- 0001053055-25-000001
- Form Type
- 13F-HR
- CIK
- 0001053055
- Manager Name
- Boston Financial Mangement LLC
Data Enrichment
89% identified298 identified37 unidentified
Holdings
335 positions
Manager:
Search and click to pin securities to the top
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97717X669
Shares:
0
Value:
$63.4B(-0.9%)
464288646
Shares:
0
Value:
$44.7B(-1.9%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | — | QoQ - YoY- | All Managers (Combined) | $179.4M | YoY- |
Watsco Inc(WSOcusip942622200) | — | QoQ - YoY- | All Managers (Combined) | $162.3M | YoY- |
Microsoft Corp(MSFTcusip594918104) | — | QoQ - YoY- | All Managers (Combined) | $162.1M | YoY- |
Fair Isaac Corp(FICOcusip303250104) | — | QoQ - YoY- | All Managers (Combined) | $141.4M | YoY- |
Copart Inc(CPRTcusip217204106) | — | QoQ - YoY- | All Managers (Combined) | $114.8M | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $87.7M | YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $81.9M | YoY- | |
Mastercard Inc(MAcusip57636Q104) | — | QoQ - YoY- | All Managers (Combined) | $70.6M | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $68.3M | YoY- | |
Cme Group Inc.(CMEcusip12572Q105) | — | QoQ - YoY- | All Managers (Combined) | $66.7M | YoY- |
(cusip97717X669)✕ | — | QoQ - YoY- | All Managers (Combined) | $63.4M | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $62.7M | YoY- | |
Berkley W R Corp(WRBcusip084423102) | — | QoQ - YoY- | All Managers (Combined) | $57.4M | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $53.5M | YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $46.0M | YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $45.5M | YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $45.2M | YoY- | |
(cusip464288646)✕ | — | QoQ - YoY- | All Managers (Combined) | $44.7M | YoY- |
Amazon Com Inc(AMZNcusip023135106) | — | QoQ - YoY- | All Managers (Combined) | $43.1M | YoY- |
Steris Plc(STEcusipG8473T100) | — | QoQ - YoY- | All Managers (Combined) | $41.0M | YoY- |