Boston Omaha 13F holdings, Q1 2001
Holdings as of March 31, 2001 · filings on SEC EDGAR · latest filing →
Boston Omaha disclosed 35 US equity positions worth $32.4m in its Q1 2001 13F filing. The largest position was FEDERAL NAT MORTGAGE ASSN at 9.2% of the reported book, followed by TYCO INTL LTD NEW and AXP. Against the Q3 2000 filing, it opened 7 new positions, added to 8 and reduced 17 among the top 35 holdings.
What did Boston Omaha own in Q1 2001? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | FEDERAL NAT MORTGAGE ASSN | 9.2% | $3.0m | 37,550 | 2% | added | |
| 2 | TYCO INTL LTD NEW | 6.6% | $2.1m | 49,700 | 14% | added | |
| 3 | AXP AMERICAN EXPRESS CO | Financial Services | 6.5% | $2.1m | 50,702 | -6% | reduced |
| 4 | CSCO CISCO SYS INC | Technology | 5.2% | $1.7m | 107,060 | -10% | reduced |
| 5 | GE GENERAL ELEC CO | Industrials | 5.1% | $1.6m | 39,403 | 2% | added |
| 6 | HEWLETT PACKARD CO | 5.0% | $1.6m | 51,700 | -6% | reduced | |
| 7 | AMERICAN INTL GROUP INC | 4.9% | $1.6m | 19,925 | -28% | reduced | |
| 8 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 4.9% | $1.6m | 23,650 | – | new |
| 9 | USX MARATHON GROUP | 4.7% | $1.5m | 56,500 | – | new | |
| 10 | MOTOROLA INC | 3.8% | $1.2m | 86,604 | -17% | reduced | |
| 11 | TELLABS INC | 3.7% | $1.2m | 29,600 | 30% | added | |
| 12 | FDX FEDEX CORP | Industrials | 3.2% | $1.0m | 24,700 | -44% | reduced |
| 13 | WENDYS INTL INC | 2.7% | $859.0k | 38,500 | -50% | reduced | |
| 14 | E M C CORP MASS | 2.5% | $826.0k | 28,100 | -8% | reduced | |
| 15 | MERRILL LYNCH & CO INC | 2.5% | $820.0k | 14,800 | – | new | |
| 16 | AMGN AMGEN INC | Healthcare | 2.5% | $813.0k | 13,500 | -51% | reduced |
| 17 | STAPLES INC | 2.4% | $790.0k | 53,100 | -37% | reduced | |
| 18 | WORLDCOM INC | 2.4% | $770.0k | 41,200 | -20% | reduced | |
| 19 | IBM I B M | Technology | 2.3% | $731.0k | 7,600 | 23% | added |
| 20 | GATEWAY INC | 2.3% | $730.0k | 43,450 | 191% | added | |
| 21 | QUAKER OATS CO | 2.1% | $679.0k | 7,000 | -7% | reduced | |
| 22 | NOKIA CORP | 1.8% | $595.0k | 24,800 | – | new | |
| 23 | COMPAQ COMPUTER CORP | 1.8% | $595.0k | 32,700 | -9% | reduced | |
| 24 | JNJ JOHNSON & JOHNSON | Healthcare | 1.8% | $590.0k | 6,750 | – | new |
| 25 | DU PONT E I DE NEMOURS CO | 1.7% | $558.0k | 13,720 | -38% | reduced | |
| 26 | GUIDANT CORP | 1.5% | $495.0k | 11,000 | -29% | reduced | |
| 27 | FOXBOROUGH SVGS BK MASS | 1.4% | $468.0k | 8,660 | 0% | held | |
| 28 | MS MORGAN STANLEY DEAN WITTER | Financial Services | 1.3% | $433.0k | 8,100 | -37% | reduced |
| 29 | GIS GENERAL MLS INC | Consumer Defensive | 1.2% | $383.0k | 8,900 | – | new |
| 30 | AOL TIME WARNER | 1.0% | $315.0k | 7,850 | – | new | |
| 31 | EXMOC EXXON MOBIL CORPORATION | 0.9% | $284.0k | 3,500 | 12% | added | |
| 32 | JDS UNIPHASE CORP | 0.6% | $195.0k | 10,600 | 63% | added | |
| 33 | TRIANGLE PHARMACEUTICALS INC | 0.3% | $86.0k | 15,000 | -47% | reduced | |
| 34 | LARGO VISTA GROUP LTD | 0.0% | $5.0k | 40,000 | 0% | held | |
| 35 | 1ST MIRACLE GROUP INC | 0.0% | $2.0k | 500,000 | 0% | held |
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.