Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOSTON FINANCIAL MANGEMENT LLC (CIK 1053055) reported $3.31B across 333 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: AAPL ($179.4M, 5.42%), WSO ($162.3M, 4.90%), MSFT ($162.1M, 4.89%), FICO ($141.4M, 4.27%), CPRT ($114.8M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $179.4M | 5.42% | 716,496 | Added |
| 2 | WSO | WATSCO INC | $162.3M | 4.90% | 342,412 | Added |
| 3 | MSFT | MICROSOFT CORP | $162.1M | 4.89% | 384,474 | Added |
| 4 | FICO | FAIR ISAAC CORP | $141.4M | 4.27% | 71,029 | Added |
| 5 | CPRT | COPART INC | $114.8M | 3.47% | 2.0M | Added |
| 6 | BR | BROADRIDGE FINL SOLUTIONS IN | $87.7M | 2.65% | 387,849 | Added |
| 7 | V | VISA INC | $81.9M | 2.47% | 259,276 | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED | $70.6M | 2.13% | 134,136 | Added |
| 9 | SHW | SHERWIN WILLIAMS CO | $68.3M | 2.06% | 201,062 | Added |
| 10 | CME | CME GROUP INC | $66.7M | 2.01% | 287,243 | Added |
| 11 | DGRW | WISDOMTREE TR | $63.4M | 1.91% | 782,957 | Added |
| 12 | BRO | BROWN & BROWN INC | $62.7M | 1.89% | 614,980 | Added |
| 13 | WRB | BERKLEY W R CORP | $57.4M | 1.73% | 981,162 | Trimmed |
| 14 | APH | AMPHENOL CORP NEW | $53.5M | 1.61% | 769,799 | Added |
| 15 | CCOI | COGENT COMMUNICATIONS HLDGS | $46.0M | 1.39% | 596,821 | Trimmed |
| 16 | FSV | FIRSTSERVICE CORP NEW | $45.5M | 1.37% | 251,439 | Added |
| 17 | APD | AIR PRODS & CHEMS INC | $45.2M | 1.37% | 155,967 | Trimmed |
| 18 | IGSB | ISHARES TR | $44.7M | 1.35% | 863,658 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $43.1M | 1.30% | 196,359 | Trimmed |
| 20 | STE | STERIS PLC | $41.0M | 1.24% | 199,454 | Trimmed |
| 21 | FERG | FERGUSON ENTERPRISES INC | $39.1M | 1.18% | 225,420 | Added |
| 22 | COST | COSTCO WHSL CORP NEW | $38.9M | 1.17% | 42,427 | Trimmed |
| 23 | DHR | DANAHER CORPORATION | $37.9M | 1.15% | 165,168 | Added |
| 24 | VRSN | VERISIGN INC | $37.6M | 1.14% | 181,746 | Added |
| 25 | LMT | LOCKHEED MARTIN CORP | $36.0M | 1.09% | 74,173 | Added |
Source: SEC Form 13F filings · as of 2024-12-31