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Home > Institutional Investor > Boston Financial Mangement Llc > Profile

Instuitional Investor - Boston Financial Mangement Llc

Fund Profile
Filing Period:
Fund Name: Boston Financial Mangement Llc
Portfolio Value $3,311,202,516
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 716,496 $179,424,936 5.41%
2.
Watsco Inc
 WSO; WSOB 342,412 $162,265,389 4.9%
3.
Microsoft Corp
 MSFT 384,474 $162,055,798 4.89%
4.
Fair Isaac Corp
 FICO 71,029 $141,413,767 4.27%
5.
Copart Inc
 CPRT 2,001,097 $114,842,957 3.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)