Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FINANCIAL MANGEMENT LLC | 05-10-2024 | 03-31-2024 | 332 | 3,143,238,216 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $159,110,965 | 378,187 | 0.01 | 0.00 | -8,153 | -2.11 | 03-31-2024 |
| WATSCO INC | COM | 2 | $150,988,325 | 349,534 | 0.00 | 0.00 | -4,209 | -1.19 | 03-31-2024 |
| APPLE INC | COM | 3 | $127,327,054 | 742,518 | 0.00 | 0.00 | -16,551 | -2.18 | 03-31-2024 |
| COPART INC | COM | 4 | $115,747,328 | 1,998,400 | 0.00 | 0.00 | -7,589 | -0.38 | 03-31-2024 |
