Boston Omaha 13F holdings, Q1 2003
Holdings as of March 31, 2003 · filings on SEC EDGAR · latest filing →
Boston Omaha disclosed 25 US equity positions worth $12.3m in its Q1 2003 13F filing. The largest position was AMGN at 7.4% of the reported book, followed by GE and EMR. Against the Q4 2002 filing, it opened 1 new position, added to 6 and reduced 8 among the top 25 holdings.
What did Boston Omaha own in Q1 2003? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2002 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN AMGEN INC | Healthcare | 7.4% | $918.0k | 15,950 | -1% | reduced |
| 2 | GE GENERAL ELEC CO | Industrials | 6.7% | $825.0k | 32,338 | 0% | held |
| 3 | EMR EMERSON ELEC CO | Industrials | 6.4% | $789.0k | 17,400 | 1% | added |
| 4 | AMERICAN INTL GROUP INC | 6.1% | $748.0k | 15,125 | 1% | added | |
| 5 | AXP AMERICAN EXPRESS CO | Financial Services | 6.0% | $739.0k | 22,250 | 2% | added |
| 6 | NOKIA CORP | 5.8% | $717.0k | 51,200 | -0% | held | |
| 7 | PEP PEPSICO INC | Consumer Defensive | 5.7% | $702.0k | 17,550 | -1% | reduced |
| 8 | HEWLETT PACKARD CO | 5.3% | $658.0k | 42,345 | 0% | held | |
| 9 | MRO* MARATHON OIL CORP | 5.2% | $640.0k | 26,700 | -1% | reduced | |
| 10 | GUIDANT CORP | 4.8% | $597.0k | 16,500 | 0% | held | |
| 11 | CONSTELLATION ENERGY GROUP | 4.5% | $552.0k | 19,900 | 165% | added | |
| 12 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 4.4% | $548.0k | 12,050 | -1% | reduced |
| 13 | DOW CHEMICAL CORP | 4.3% | $536.0k | 19,400 | 0% | held | |
| 14 | FOXBOROUGH SVGS BK MASS | 3.8% | $468.0k | 8,660 | – | new | |
| 15 | JNJ JOHNSON & JOHNSON | Healthcare | 3.3% | $412.0k | 7,125 | 4% | added |
| 16 | BANK NEW YORK INC | 3.0% | $376.0k | 18,350 | 0% | held | |
| 17 | CVS CVS CORP | Healthcare | 3.0% | $374.0k | 15,700 | 2% | added |
| 18 | CSCO CISCO SYS INC | Technology | 2.7% | $334.0k | 25,700 | -2% | reduced |
| 19 | TYCO INTL LTD NEW | 2.3% | $290.0k | 22,550 | -1% | reduced | |
| 20 | INTC INTEL CORP | Technology | 2.2% | $270.0k | 16,600 | 0% | held |
| 21 | COP CONOCOPHILLIPS | Energy | 1.9% | $240.0k | 4,480 | -1% | reduced |
| 22 | DU PONT E I DE NEMOURS CO | 1.7% | $210.0k | 5,400 | 0% | held | |
| 23 | HEALTH CARE PPTY INVS INC | 1.6% | $203.0k | 6,100 | 0% | held | |
| 24 | AOL TIME WARNER | 0.9% | $109.0k | 10,050 | -1% | reduced | |
| 25 | MOTOROLA INC | 0.7% | $92.0k | 11,100 | 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.