BOSTON MOUNTAIN MONEY MANAGEMENT INC current holdings: USA Stocks
BOSTON MOUNTAIN MONEY MANAGEMENT INC reported $0.03 billion in share positions in stocks (listed in the US), 28 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are WMT, AAPL, GOOG.
- WMT: Country of operation United States; Class COM; Shares 233,042; Value $18,818,111.
- AAPL: Country of operation United States; Class COM; Shares 7,349; Value $1,712,311.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 8,615; Value $1,440,342.
- MSFT: Country of operation United States; Class COM; Shares 1,907; Value $820,679.
Form 13F-HR as filed (SEC CIK 2022846): quarter ended 2024-09-30, filed 2024-10-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
WMT
WALMART INC | United States | COM | 233,042 | $18,818,111 | 57.71% | 2024-09-30 | 2024-10-11 | +32.26% |
|---|
AAPL
APPLE INC | United States | COM | 7,349 | $1,712,311 | 5.25% | 2024-09-30 | 2024-10-11 | |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 8,615 | $1,440,342 | 4.42% | 2024-09-30 | 2024-10-11 | +101.76% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,907 | $820,679 | 2.52% | 2024-09-30 | 2024-10-11 | +18.28% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,178 | $688,621 | 2.11% | 2024-09-30 | 2024-10-11 | -35.87% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 15,317 | $607,767 | 1.86% | 2024-09-30 | 2024-10-11 | +38.51% |
|---|
AMZN
AMAZON COM INC | United States | COM | 3,096 | $576,878 | 1.77% | 2024-09-30 | 2024-10-11 | +32.38% |
|---|
JBHT
HUNT J B TRANS SVCS INC | United States | COM | 3,264 | $562,547 | 1.73% | 2024-09-30 | 2024-10-11 | +33.05% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,164 | $535,743 | 1.64% | 2024-09-30 | 2024-10-11 | |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 4,533 | $531,387 | 1.63% | 2024-09-30 | 2024-10-11 | |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 106 | $446,698 | 1.37% | 2024-09-30 | 2024-10-11 | -3.64% |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 1,384 | $418,218 | 1.28% | 2024-09-30 | 2024-10-11 | +9.97% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 675 | $394,842 | 1.21% | 2024-09-30 | 2024-10-11 | -12.38% |
|---|
FISV
FISERV INC | United States | COM | 1,935 | $347,623 | 1.07% | 2024-09-30 | 2024-10-11 | — split 2025-10-29, ratio not on file |
|---|
NFLX
NETFLIX INC | United States | COM | 489 | $346,833 | 1.06% | 2024-09-30 | 2024-10-11 | -0.89% |
|---|
ADBE
ADOBE INC | United States | COM | 586 | $303,419 | 0.93% | 2024-09-30 | 2024-10-11 | -54.97% |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 5,210 | $294,317 | 0.90% | 2024-09-30 | 2024-10-11 | +42.47% |
|---|
META
META PLATFORMS INC | United States | CL A | 511 | $292,698 | 0.90% | 2024-09-30 | 2024-10-11 | +29.06% |
|---|
IQV
IQVIA HLDGS INC | United States | COM | 1,172 | $277,729 | 0.85% | 2024-09-30 | 2024-10-11 | +13.51% |
|---|
TSLA
TESLA INC | United States | COM | 1,006 | $263,200 | 0.81% | 2024-09-30 | 2024-10-11 | +34.86% |
|---|
MCK
MCKESSON CORP | United States | COM | 509 | $251,460 | 0.77% | 2024-09-30 | 2024-10-11 | +74.92% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 3,689 | $239,074 | 0.73% | 2024-09-30 | 2024-10-11 | +52.91% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 1,133 | $238,932 | 0.73% | 2024-09-30 | 2024-10-11 | +58.86% |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 1,951 | $236,814 | 0.73% | 2024-09-30 | 2024-10-11 | +59.72% |
|---|
ECL
ECOLAB INC | United States | COM | 916 | $233,764 | 0.72% | 2024-09-30 | 2024-10-11 | +8.83% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 473 | $233,733 | 0.72% | 2024-09-30 | 2024-10-11 | +14.13% |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 963 | $221,670 | 0.68% | 2024-09-30 | 2024-10-11 | +73.01% |
|---|
QCOM
QUALCOMM INC | United States | COM | 1,198 | $203,651 | 0.62% | 2024-09-30 | 2024-10-11 | +8.26% |
|---|
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