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Showing Q4 2024 data
BOSTON FINANCIAL MANGEMENT LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
BOSTON FINANCIAL MANGEMENT LLC
•CIK: 1053055•Filing: Q4 2024
BOSTON FINANCIAL MANGEMENT LLC manages $3.3B across a diversified portfolio of 335 positions. The fund exhibits significant concentration in mega-cap technology and financial services names, notably holding AAPL at $179.4M and WSO at $162.3M. Further top allocations include MSFT ($162.1M), FICO ($141.4M), and CPRT ($114.8M). This structure suggests a conviction-driven, large-cap growth mandate with deep exposure to established market leaders.
Total AUM
$3.3B
QoQ Performance
-1.4%
Positions
276
Top 10 Concentration
34.9%
Latest Filing
Q4 2024
Top Holdings Allocation
AAPL
AAPL5.4%
WSO4.9%
MSFT4.9%
FICO4.3%
CPRT3.5%
BR2.7%
V2.5%
MA2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.0%
Technology14.4%
Financial6.2%
Materials4.5%
Healthcare3.8%
Consumer3.5%
ETF1.5%
Industrial1.4%
🚪 Exited Positionssold since Q3 2024
+124 more exited positions
Changes from Q3 2024
NEW3 new positions
↑115 increased
↓68 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023