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Showing Q3 2024 data
BOSTON MOUNTAIN MONEY MANAGEMENT INC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
BOSTON MOUNTAIN MONEY MANAGEMENT INC
•CIK: 2022846•Filing: Q3 2024
**BOSTON MOUNTAIN MONEY MANAGEMENT INC** manages $172M across a diversified portfolio of 64 holdings. The fund exhibits significant concentration in core market indices, notably allocating $23.6M to IVV and $18.8M to WMT. Further substantial positions include $16.4M in SPYG and $14.4M in ITOT, signaling a focus on broad market exposure and sector-specific growth. This structure suggests a systematic, large-cap oriented approach to capital deployment.
Total AUM
$172.2M
QoQ Performance
+13.6%
Positions
48
Top 10 Concentration
73.0%
Latest Filing
Q3 2024
Top Holdings Allocation
IVV
WMT
SPYG
ITOT
VOOV
VTI
IVV13.7%
WMT10.9%
SPYG9.5%
ITOT8.3%
VOOV8.3%
VTI5.3%
ISTB4.7%
BSV4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.4%
ETF17.7%
Consumer11.7%
Technology2.8%
Financial1.2%
Healthcare0.4%
Energy0.3%
Industrial0.2%
Changes from Q2 2024
NEW5 new positions
↑24 increased
↓23 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024