Boston Omaha 13F holdings, Q4 1999
Holdings as of December 31, 1999 · filings on SEC EDGAR · latest filing →
Boston Omaha disclosed 33 US equity positions worth $46.2m in its Q4 1999 13F filing. The largest position was CSCO at 14.2% of the reported book, followed by HEWLETT PACKARD CO and AXP. Against the Q3 1999 filing, it opened 12 new positions, added to 7 and reduced 10 among the top 33 holdings.
What did Boston Omaha own in Q4 1999? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 1999 |
|---|---|---|---|---|---|---|---|
| 1 | CSCO CISCO SYS INC | Technology | 14.2% | $6.6m | 61,300 | -10% | reduced |
| 2 | HEWLETT PACKARD CO | 6.8% | $3.1m | 27,500 | -4% | reduced | |
| 3 | AXP AMERICAN EXPRESS CO | Financial Services | 5.9% | $2.7m | 16,300 | -14% | reduced |
| 4 | MCI WORLDCOM INC | 5.5% | $2.5m | 47,700 | 581% | added | |
| 5 | FEDERAL NAT MORTGAGE ASSN | 4.9% | $2.2m | 35,900 | – | new | |
| 6 | GENERAL INSTR CORP DEL | 4.6% | $2.1m | 25,100 | -5% | reduced | |
| 7 | CARNIVAL CORP | 4.6% | $2.1m | 44,000 | -6% | reduced | |
| 8 | STAPLES INC | 4.6% | $2.1m | 101,350 | 4% | added | |
| 9 | MOTOROLA INC | 4.3% | $2.0m | 13,502 | 4% | added | |
| 10 | GE GENERAL ELEC CO | Industrials | 4.2% | $2.0m | 12,668 | 1% | added |
| 11 | QWEST COMMUNICATIONS INTL INCO | 4.2% | $1.9m | 44,800 | – | new | |
| 12 | AMERICAN INTL GROUP INC | 4.0% | $1.9m | 17,250 | 0% | held | |
| 13 | WENDYS INTL INC | 4.0% | $1.8m | 88,500 | -8% | reduced | |
| 14 | FDX CORP | 3.9% | $1.8m | 43,500 | -0% | held | |
| 15 | E M C CORP MASS | 3.1% | $1.5m | 13,300 | 49% | added | |
| 16 | COMPAQ COMPUTER CORP | 3.1% | $1.4m | 52,900 | -6% | reduced | |
| 17 | AMGN AMGEN INC | Healthcare | 3.1% | $1.4m | 23,700 | – | new |
| 18 | TELLABS INC | 3.0% | $1.4m | 21,700 | – | new | |
| 19 | GUIDANT CORP | 1.7% | $780.0k | 16,600 | 4% | added | |
| 20 | IBM I B M | Technology | 1.4% | $669.0k | 6,200 | – | new |
| 21 | BMY BRISTOL MYERS SQUIBB CO | Healthcare | 1.4% | $648.0k | 10,100 | 6% | added |
| 22 | CIGNA CORP | 1.2% | $548.0k | 6,800 | -7% | reduced | |
| 23 | DU PONT E I DE NEMOURS CO | 1.1% | $489.0k | 7,420 | 0% | held | |
| 24 | FOXBOROUGH SVGS BK MASS | 1.0% | $468.0k | 8,660 | – | new | |
| 25 | QUAKER OATS CO | 1.0% | $459.0k | 7,000 | 0% | held | |
| 26 | INFINITY BROADCASTING CORP NCL | 0.8% | $362.0k | 10,000 | – | new | |
| 27 | MERCK & CO INC | 0.8% | $349.0k | 5,200 | -17% | reduced | |
| 28 | LLY LILLY, ELI AND COMPANY | Healthcare | 0.6% | $266.0k | 4,000 | -47% | reduced |
| 29 | TYCO INTL LTD NEW | 0.5% | $211.0k | 5,400 | – | new | |
| 30 | TRIANGLE PHARMACEUTICALS INCCO | 0.4% | $192.0k | 15,000 | – | new | |
| 31 | STARBASE CORP | 0.2% | $109.0k | 10,000 | – | new | |
| 32 | 1 ST IPSWICH BANCORP | 0.1% | $25.0k | 17,361 | – | new | |
| 33 | LARGO VISTA GROUP LTD | 0.0% | $11.0k | 10,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.