BOSTON FINANCIAL MANGEMENT LLC 13F Holdings

CIK 0001053055 · BOSTON, MA

As of Dec 31, 2024, BOSTON FINANCIAL MANGEMENT LLC reported 337 positions worth $3.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology716,496 79.4M5.52%
WATSCO INCWSOIndustrials342,412 62.3M4.99%
MICROSOFT CORPMSFTTechnology384,474 62.1M4.98%
FAIR ISAAC CORPFICOTechnology71,029 41.4M4.35%
COPART INCCPRTIndustrials2,001,097 14.8M3.53%
BROADRIDGE FINANCIAL SOLUTIONS INCBRTechnology387,849$87.7M2.70%
VISA INC-CLASS A SHARESVFinancial Services259,276$81.9M2.52%
MASTERCARD INCMAFinancial Services134,136$70.6M2.17%
SHERWIN WILLIAMS COSHWBasic Materials201,062$68.3M2.10%
CME GROUP INCCMEFinancial Services287,243$66.7M2.05%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDDGRW—782,957$63.4M1.95%
BROWN & BROWN INCBROFinancial Services614,980$62.7M1.93%
BERKLEY W R CORPWRBFinancial Services981,162$57.4M1.76%
AMPHENOL CORP-CL AAPHTechnology769,799$53.5M1.64%
COGENT COMMUNICATIONS HOLDINGS INCCCOICommunication Services596,821$46.0M1.41%
FIRSTSERVICE CORPFSVReal Estate251,439$45.5M1.40%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials155,967$45.2M1.39%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB—863,658$44.7M1.37%
AMAZON.COM INCAMZNEquity196,359$43.1M1.32%
STERIS PLCSTEHealthcare199,454$41.0M1.26%
FERGUSON ENTERPRISES INCFERGIndustrials225,420$39.1M1.20%
COSTCO WHOLESALE CORPCOSTConsumer Defensive42,427$38.9M1.19%
DANAHER CORPDHRHealthcare165,168$37.9M1.17%
VERISIGN INCVRSNTechnology181,746$37.6M1.16%
LOCKHEED MARTIN CORPLMTIndustrials74,173$36.0M1.11%