Boston Omaha 13F holdings, Q2 2002
Holdings as of June 30, 2002 · filings on SEC EDGAR · latest filing →
Boston Omaha disclosed 32 US equity positions worth $15.2m in its Q2 2002 13F filing. The largest position was AMERICAN INTL GROUP INC at 7.1% of the reported book, followed by KMB and MRO*. Against the Q1 2002 filing, it opened 3 new positions, added to 9 and reduced 16 among the top 32 holdings.
What did Boston Omaha own in Q2 2002? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2002 |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN INTL GROUP INC | 7.1% | $1.1m | 15,800 | 11% | added | |
| 2 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 7.0% | $1.1m | 17,050 | -10% | reduced |
| 3 | MRO* MARATHON OIL CORP | 6.3% | $960.0k | 35,400 | -6% | reduced | |
| 4 | GE GENERAL ELEC CO | Industrials | 6.0% | $907.0k | 31,238 | 16% | added |
| 5 | EMR EMERSON ELEC CO | Industrials | 5.9% | $888.0k | 16,600 | 89% | added |
| 6 | PEP PEPSICO INC | Consumer Defensive | 5.6% | $851.0k | 17,650 | -5% | reduced |
| 7 | NOKIA CORP | 5.4% | $822.0k | 56,800 | 2% | added | |
| 8 | DOW CHEMICAL CORP | 4.5% | $684.0k | 19,900 | – | new | |
| 9 | AMGN AMGEN INC | Healthcare | 4.5% | $681.0k | 16,250 | -4% | reduced |
| 10 | HEWLETT PACKARD CO | 4.4% | $668.0k | 43,694 | 9% | added | |
| 11 | BANK NEW YORK INC | 4.2% | $633.0k | 18,750 | – | new | |
| 12 | AXP AMERICAN EXPRESS CO | Financial Services | 3.9% | $596.0k | 16,400 | -14% | reduced |
| 13 | GUIDANT CORP | 3.4% | $517.0k | 17,100 | – | new | |
| 14 | CVS CVS CORP | Healthcare | 3.1% | $468.0k | 15,300 | -6% | reduced |
| 15 | FOXBOROUGH SVGS BK MASS | 3.1% | $468.0k | 8,660 | 0% | held | |
| 16 | CSCO CISCO SYS INC | Technology | 3.0% | $460.0k | 33,000 | -13% | reduced |
| 17 | TYCO INTL LTD NEW | 2.5% | $385.0k | 28,525 | -4% | reduced | |
| 18 | KR KROGER CO | Consumer Defensive | 2.5% | $380.0k | 19,100 | 0% | held |
| 19 | CONSTELLATION ENERGY GROUP | 2.3% | $346.0k | 11,800 | 8% | added | |
| 20 | INTC INTEL CORP | Technology | 2.1% | $312.0k | 17,100 | -3% | reduced |
| 21 | JNJ JOHNSON & JOHNSON | Healthcare | 2.0% | $308.0k | 5,900 | -70% | reduced |
| 22 | WAT WATERS CORP | Healthcare | 1.9% | $288.0k | 10,800 | 35% | added |
| 23 | AOL TIME WARNER | 1.7% | $254.0k | 17,250 | -3% | reduced | |
| 24 | DU PONT E I DE NEMOURS CO | 1.6% | $249.0k | 5,600 | -24% | reduced | |
| 25 | MERRILL LYNCH & CO INC | 1.5% | $227.0k | 5,600 | 4% | added | |
| 26 | FEDERAL NAT MORTGAGE ASSN | 1.4% | $212.0k | 2,875 | -39% | reduced | |
| 27 | EXMOC EXXON MOBIL CORPORATION | 1.4% | $209.0k | 5,100 | 4% | added | |
| 28 | MOTOROLA INC | 1.1% | $163.0k | 11,200 | -3% | reduced | |
| 29 | GATEWAY INC | 0.3% | $45.0k | 10,200 | 0% | held | |
| 30 | TRIANGLE PHARMACEUTICALS INC | 0.2% | $27.0k | 10,000 | -23% | reduced | |
| 31 | HYBRIDON INC | 0.1% | $20.0k | 17,000 | -37% | reduced | |
| 32 | LARGO VISTA GROUP LTD | 0.0% | $3.0k | 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.