StockDriftsStockDriftsTop 50 Boston Financial Mangement Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.42% | 716.5K | $179.4M | +0.46%(+3.25K) | — | 2024-12-31 | |
| WSO | WATSCO INC | 4.9% | 342.4K | $162.3M | +0.34%(+1.15K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 4.89% | 384.5K | $162.1M | +0.53%(+2.01K) | — | 2024-12-31 | |
| FICO | FAIR ISAAC CORP | 4.27% | 71.0K | $141.4M | +0.46%(+322) | — | 2024-12-31 | |
| CPRT | COPART INC | 3.47% | 2.00M | $114.8M | +0.56%(+11.11K) | — | 2024-12-31 | |
| BR | BROADRIDGE FINL SOLUTIONS IN | 2.65% | 387.8K | $87.7M | +1.04%(+4.00K) | — | 2024-12-31 | |
| V | VISA INC | 2.47% | 259.3K | $81.9M | -0.37%(-959) | — | 2024-12-31 | |
| MA | MASTERCARD INCORPORATED | 2.13% | 134.1K | $70.6M | +0.12%(+159) | — | 2024-12-31 | |
| SHW | SHERWIN WILLIAMS CO | 2.06% | 201.1K | $68.3M | +0.08%(+167) | — | 2024-12-31 | |
| CME | CME GROUP INC | 2.01% | 287.2K | $66.7M | +1.73%(+4.88K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Boston Financial Mangement Llc reports $3.31B in US-listed equity holdings across 337 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), WSO (4.9%) and MSFT (4.9%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boston Financial Mangement Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1053055). View Boston Financial Mangement Llc’s 13F filings on SEC