Boston Omaha 13F holdings, Q2 2003
Holdings as of June 30, 2003 · filings on SEC EDGAR · latest filing →
Boston Omaha disclosed 76 US equity positions worth $86.3m in its Q2 2003 13F filing. The largest position was IBM at 9.5% of the reported book, followed by GE and ABT. Against the Q1 2003 filing, it opened 31 new positions, added to 16 and reduced 2 among the top 50 holdings.
What did Boston Omaha own in Q2 2003? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2003 |
|---|---|---|---|---|---|---|---|
| 1 | IBM I B M | Technology | 9.5% | $8.2m | 98,903 | – | new |
| 2 | GE GENERAL ELEC CO | Industrials | 7.1% | $6.2m | 214,693 | 564% | added |
| 3 | ABT ABBOTT LABS | Healthcare | 6.7% | $5.8m | 132,619 | – | new |
| 4 | AMERICAN INTL GROUP INC | 4.8% | $4.1m | 74,749 | 394% | added | |
| 5 | MERCK & CO INC | 4.4% | $3.8m | 62,221 | – | new | |
| 6 | EXMOC EXXON MOBIL CORPORATION | 4.1% | $3.5m | 98,044 | – | new | |
| 7 | PG PROCTER & GAMBLE COMPANY | Consumer Defensive | 3.9% | $3.4m | 38,181 | – | new |
| 8 | VANGUARD 500 INDEX FUND MUTUAL FUNDS | 3.8% | $3.3m | 36,767 | – | new | |
| 9 | PEP PEPSICO INC | Consumer Defensive | 3.0% | $2.6m | 57,962 | 230% | added |
| 10 | JNJ JOHNSON & JOHNSON | Healthcare | 2.9% | $2.5m | 47,707 | 570% | added |
| 11 | SYY SYSCO CORP | Consumer Defensive | 2.4% | $2.0m | 67,853 | – | new |
| 12 | EMR EMERSON ELEC CO | Industrials | 2.2% | $1.9m | 37,455 | 115% | added |
| 13 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 1.9% | $1.7m | 31,758 | 164% | added |
| 14 | EAT BRINKER INTL INC | Consumer Cyclical | 1.7% | $1.5m | 41,370 | – | new |
| 15 | STT STATE STR CORP | Financial Services | 1.7% | $1.5m | 37,410 | – | new |
| 16 | MBI MBIA INC | Financial Services | 1.6% | $1.4m | 28,938 | – | new |
| 17 | AMGN AMGEN INC | Healthcare | 1.5% | $1.3m | 19,845 | 24% | added |
| 18 | BAC BANK AMER CORP | Financial Services | 1.4% | $1.2m | 14,802 | – | new |
| 19 | INTC INTEL CORP | Technology | 1.4% | $1.2m | 56,125 | 238% | added |
| 20 | KO COCA COLA CO | Consumer Defensive | 1.4% | $1.2m | 25,140 | – | new |
| 21 | FEDERAL NAT MORTGAGE ASSN | 1.3% | $1.1m | 16,028 | – | new | |
| 22 | CVS CVS CORP | Healthcare | 1.2% | $1.1m | 38,440 | 145% | added |
| 23 | HEWLETT PACKARD CO | 1.2% | $1.1m | 50,550 | 19% | added | |
| 24 | MBNA CORP | 1.2% | $1.0m | 49,591 | – | new | |
| 25 | AXP AMERICAN EXPRESS CO | Financial Services | 1.2% | $1.0m | 24,675 | 11% | added |
| 26 | RAYTHEON CO | 1.2% | $1.0m | 31,235 | – | new | |
| 27 | HD HOME DEPOT INC | Consumer Cyclical | 1.2% | $1.0m | 30,904 | – | new |
| 28 | GILLETTE CO | 1.2% | $993.0k | 31,177 | – | new | |
| 29 | NOKIA CORP | 1.1% | $948.0k | 57,710 | 13% | added | |
| 30 | BP BP AMOCO P L C | Energy | 1.1% | $919.0k | 21,874 | – | new |
| 31 | WYETH | 1.0% | $865.0k | 18,981 | – | new | |
| 32 | VZ VERIZON COMMUNICATIONS | Communication Services | 1.0% | $825.0k | 20,919 | – | new |
| 33 | BANK NEW YORK INC | 0.9% | $785.0k | 27,311 | 49% | added | |
| 34 | GUIDANT CORP | 0.9% | $755.0k | 17,000 | 3% | added | |
| 35 | CSCO CISCO SYS INC | Technology | 0.8% | $702.0k | 41,795 | 63% | added |
| 36 | MRO* MARATHON OIL CORP | 0.8% | $680.0k | 25,800 | -3% | reduced | |
| 37 | DOW CHEMICAL CORP | 0.7% | $595.0k | 19,207 | -1% | reduced | |
| 38 | PALL CORP | 0.7% | $573.0k | 25,470 | – | new | |
| 39 | MMM 3M CO | Industrials | 0.6% | $542.0k | 4,200 | – | new |
| 40 | CB CHUBB CORP | Financial Services | 0.6% | $534.0k | 8,906 | – | new |
| 41 | FIRST DATA CORP | 0.6% | $513.0k | 12,372 | – | new | |
| 42 | MO ALTRIA GROUP INC | Consumer Defensive | 0.6% | $495.0k | 10,900 | – | new |
| 43 | CVX CHEVRONTEXACO CORP | Energy | 0.6% | $486.0k | 6,726 | – | new |
| 44 | FOXBOROUGH SVGS BK MASS | 0.5% | $468.0k | 8,660 | 0% | held | |
| 45 | PUBLIC SERVICE CO | 0.5% | $453.0k | 7,200 | – | new | |
| 46 | OMC OMNICOM GROUP | Communication Services | 0.5% | $430.0k | 5,995 | – | new |
| 47 | COP CONOCOPHILLIPS | Energy | 0.5% | $408.0k | 7,442 | 66% | added |
| 48 | CIGNA CORP | 0.5% | $399.0k | 8,509 | – | new | |
| 49 | ANADARKO PETE CORP | 0.5% | $398.0k | 8,939 | – | new | |
| 50 | SBC COMMUNICATIONS INC | 0.4% | $382.0k | 14,960 | – | 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.