Boston Omaha 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · this is the latest filing on record
Boston Omaha disclosed 335 US equity positions worth $3.3bn in its Q4 2024 13F filing. The largest position was AAPL at 5.4% of the reported book, followed by WSO and MSFT. Against the Q3 2024 filing, it opened 0 new positions, added to 25 and reduced 16 among the top 50 holdings.
What did Boston Omaha own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL APPLE INC | Technology | 5.4% | $179.4m | 716,496 | 0% | held |
| 2 | WSO WATSCO INC | Industrials | 4.9% | $162.3m | 342,412 | 0% | held |
| 3 | MSFT MICROSOFT CORP | Technology | 4.9% | $162.1m | 384,474 | 1% | added |
| 4 | FICO FAIR ISAAC CORP | Technology | 4.3% | $141.4m | 71,029 | 0% | held |
| 5 | CPRT COPART INC | Industrials | 3.5% | $114.8m | 2,001,097 | 1% | added |
| 6 | BR BROADRIDGE FINL SOLUTIONS IN | Technology | 2.7% | $87.7m | 387,849 | 1% | added |
| 7 | V VISA INC | Financial Services | 2.5% | $81.9m | 259,276 | -0% | held |
| 8 | MA MASTERCARD INCORPORATED | Financial Services | 2.1% | $70.6m | 134,136 | 0% | held |
| 9 | SHW SHERWIN WILLIAMS CO | Basic Materials | 2.1% | $68.3m | 201,062 | 0% | held |
| 10 | CME CME GROUP INC | Financial Services | 2.0% | $66.7m | 287,243 | 2% | added |
| 11 | WISDOMTREE TR | 1.9% | $63.4m | 782,957 | 2% | added | |
| 12 | BRO BROWN & BROWN INC | Financial Services | 1.9% | $62.7m | 614,980 | 0% | held |
| 13 | WRB BERKLEY W R CORP | Financial Services | 1.7% | $57.4m | 981,162 | -1% | reduced |
| 14 | APH AMPHENOL CORP NEW | Technology | 1.6% | $53.5m | 769,799 | 1% | added |
| 15 | CCOI COGENT COMMUNICATIONS HLDGS | Communication Services | 1.4% | $46.0m | 596,821 | -2% | reduced |
| 16 | FSV FIRSTSERVICE CORP NEW | Real Estate | 1.4% | $45.5m | 251,439 | 2% | added |
| 17 | APD AIR PRODS & CHEMS INC | Basic Materials | 1.4% | $45.2m | 155,967 | -1% | reduced |
| 18 | IGSB ISHARES TR | 1.3% | $44.7m | 863,658 | -0% | held | |
| 19 | AMZN AMAZON COM INC | Consumer Cyclical | 1.3% | $43.1m | 196,359 | -1% | reduced |
| 20 | STE STERIS PLC | Healthcare | 1.2% | $41.0m | 199,454 | -2% | reduced |
| 21 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.2% | $39.1m | 225,420 | 1% | added |
| 22 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 1.2% | $38.9m | 42,427 | -1% | reduced |
| 23 | DHR DANAHER CORPORATION | Healthcare | 1.1% | $37.9m | 165,168 | 0% | held |
| 24 | VRSN VERISIGN INC | Technology | 1.1% | $37.6m | 181,746 | 7% | added |
| 25 | LMT LOCKHEED MARTIN CORP | Industrials | 1.1% | $36.0m | 74,173 | 1% | added |
| 26 | ISHARES TR | 1.0% | $34.1m | 547,686 | -1% | reduced | |
| 27 | NXST NEXSTAR MEDIA GROUP INC | Communication Services | 1.0% | $34.1m | 216,026 | -5% | reduced |
| 28 | CSL CARLISLE COS INC | Industrials | 1.0% | $33.2m | 89,962 | 3% | added |
| 29 | AOS SMITH A O CORP | Industrials | 1.0% | $32.8m | 481,513 | -7% | reduced |
| 30 | HEI/A HEICO CORP NEW | 1.0% | $32.7m | 175,698 | 1% | added | |
| 31 | WAT WATERS CORP | Healthcare | 0.9% | $31.1m | 83,707 | -1% | reduced |
| 32 | RYAN RYAN SPECIALTY HOLDINGS INC | Financial Services | 0.9% | $30.4m | 473,916 | 5% | added |
| 33 | GOOG ALPHABET INC | Communication Services | 0.9% | $29.8m | 156,489 | -1% | reduced |
| 34 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 0.9% | $29.7m | 25,058 | 1% | added |
| 35 | ORI OLD REP INTL CORP | Financial Services | 0.9% | $28.4m | 785,190 | 1% | added |
| 36 | PFE PFIZER INC | Healthcare | 0.8% | $28.0m | 1,054,464 | 33% | added |
| 37 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 0.8% | $27.9m | 98,118 | 1% | added |
| 38 | GOOGL ALPHABET INC | Communication Services | 0.8% | $26.8m | 141,507 | 1% | added |
| 39 | IVV ISHARES TR | 0.8% | $26.1m | 44,362 | -1% | reduced | |
| 40 | ISHARES TR | 0.8% | $25.4m | 505,032 | 3% | added | |
| 41 | EFX EQUIFAX INC | Industrials | 0.8% | $25.1m | 98,623 | -8% | reduced |
| 42 | CRH CRH PLC | Basic Materials | 0.8% | $25.1m | 270,768 | 1% | added |
| 43 | MCO MOODYS CORP | Financial Services | 0.7% | $23.2m | 48,996 | -5% | reduced |
| 44 | SPY SPDR S&P 500 ETF TR | 0.7% | $22.9m | 39,132 | 29% | added | |
| 45 | VGIT VANGUARD SCOTTSDALE FDS | 0.7% | $22.9m | 395,290 | 2% | added | |
| 46 | MORN MORNINGSTAR INC | Financial Services | 0.7% | $22.2m | 65,924 | 7% | added |
| 47 | VANGUARD WHITEHALL FDS | 0.7% | $22.2m | 276,929 | 1% | added | |
| 48 | ROP ROPER TECHNOLOGIES INC | Technology | 0.7% | $22.1m | 42,465 | 1% | added |
| 49 | AMT AMERICAN TOWER CORP NEW | Real Estate | 0.7% | $21.7m | 118,546 | -19% | reduced |
| 50 | TYL TYLER TECHNOLOGIES INC | Technology | 0.6% | $20.9m | 36,160 | -17% | reduced |
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.