Boston Omaha 13F holdings, Q1 2002
Holdings as of March 31, 2002 · filings on SEC EDGAR · latest filing →
Boston Omaha disclosed 31 US equity positions worth $17.4m in its Q1 2002 13F filing. The largest position was JNJ at 7.2% of the reported book, followed by KMB and NOKIA CORP. Against the Q4 2001 filing, it opened 4 new positions, added to 15 and reduced 8 among the top 31 holdings.
What did Boston Omaha own in Q1 2002? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2001 |
|---|---|---|---|---|---|---|---|
| 1 | JNJ JOHNSON & JOHNSON | Healthcare | 7.2% | $1.3m | 19,400 | 2% | added |
| 2 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 7.1% | $1.2m | 19,050 | -1% | reduced |
| 3 | NOKIA CORP | 6.6% | $1.2m | 55,750 | 31% | added | |
| 4 | MRO* MARATHON OIL CORP | 6.2% | $1.1m | 37,500 | – | new | |
| 5 | AMERICAN INTL GROUP INC | 5.9% | $1.0m | 14,200 | 51% | added | |
| 6 | GE GENERAL ELEC CO | Industrials | 5.8% | $1.0m | 27,038 | 23% | added |
| 7 | AMGN AMGEN INC | Healthcare | 5.8% | $1.0m | 16,900 | 11% | added |
| 8 | TYCO INTL LTD NEW | 5.5% | $961.0k | 29,725 | 10% | added | |
| 9 | PEP PEPSICO INC | Consumer Defensive | 5.5% | $955.0k | 18,550 | -3% | reduced |
| 10 | AXP AMERICAN EXPRESS CO | Financial Services | 4.5% | $782.0k | 19,100 | 28% | added |
| 11 | HEWLETT PACKARD CO | 4.1% | $718.0k | 40,050 | 50% | added | |
| 12 | CSCO CISCO SYS INC | Technology | 3.7% | $645.0k | 38,109 | -5% | reduced |
| 13 | CVS CVS CORP | Healthcare | 3.2% | $556.0k | 16,200 | 12% | added |
| 14 | INTC INTEL CORP | Technology | 3.1% | $538.0k | 17,700 | 24% | added |
| 15 | EMR EMERSON ELEC CO | Industrials | 2.9% | $505.0k | 8,800 | 91% | added |
| 16 | FOXBOROUGH SVGS BK MASS | 2.7% | $468.0k | 8,660 | 0% | held | |
| 17 | HEINZ H J CO | 2.5% | $444.0k | 10,700 | 7% | added | |
| 18 | KR KROGER CO | Consumer Defensive | 2.4% | $423.0k | 19,100 | -9% | reduced |
| 19 | AOL TIME WARNER | 2.4% | $422.0k | 17,850 | 58% | added | |
| 20 | FEDERAL NAT MORTGAGE ASSN | 2.2% | $377.0k | 4,725 | 23% | added | |
| 21 | DU PONT E I DE NEMOURS CO | 2.0% | $349.0k | 7,400 | -17% | reduced | |
| 22 | CONSTELLATION ENERGY GROUP | 1.9% | $336.0k | 10,900 | – | new | |
| 23 | MERRILL LYNCH & CO INC | 1.7% | $299.0k | 5,400 | 12% | added | |
| 24 | WAT WATERS CORP | Healthcare | 1.3% | $224.0k | 8,000 | – | new |
| 25 | EXMOC EXXON MOBIL CORPORATION | 1.2% | $215.0k | 4,900 | – | new | |
| 26 | MOTOROLA INC | 0.9% | $165.0k | 11,600 | 0% | held | |
| 27 | WORLDCOM INC | 0.6% | $99.0k | 14,700 | -5% | reduced | |
| 28 | TRIANGLE PHARMACEUTICALS INC | 0.4% | $66.0k | 13,000 | 0% | held | |
| 29 | GATEWAY INC | 0.4% | $64.0k | 10,200 | -20% | reduced | |
| 30 | HYBRIDON INC | 0.2% | $37.0k | 27,000 | -5% | reduced | |
| 31 | LARGO VISTA GROUP LTD | 0.0% | $7.0k | 40,000 | 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.