Boston Mountain Money Management Inc 13F annual report

Boston Mountain Money Management Inc is an investment fund managing more than $152 billion ran by Scott Alaniz. There are currently 47 companies in Mr. Alaniz’s portfolio. The largest investments include Ishares Tr and Spdr Ser Tr, together worth $76.1 billion.

Limited to 30 biggest holdings

$152 billion Assets Under Management (AUM)

As of 12th July 2024, Boston Mountain Money Management Inc’s top holding is 572,418 shares of Ishares Tr currently worth over $59.6 billion and making up 39.3% of the portfolio value. In addition, the fund holds 212,410 shares of Spdr Ser Tr worth $16.5 billion. The third-largest holding is Walmart Inc worth $15.2 billion and the next is Vanguard Admiral Fds Inc worth $11.6 billion, with 66,029 shares owned.

Currently, Boston Mountain Money Management Inc's portfolio is worth at least $152 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Boston Mountain Money Management Inc

The Boston Mountain Money Management Inc office and employees reside in Bentonville, Arkansas. According to the last 13-F report filed with the SEC, Scott Alaniz serves as the President at Boston Mountain Money Management Inc.

Recent trades

In the most recent 13F filing, Boston Mountain Money Management Inc revealed that it had opened a new position in Vanguard Bd Index Fds and bought 19,621 shares worth $1.5 billion.

The investment fund also strengthened its position in Vanguard Admiral Fds Inc by buying 1,209 additional shares. This makes their stake in Vanguard Admiral Fds Inc total 66,029 shares worth $11.6 billion.

On the other hand, there are companies that Boston Mountain Money Management Inc is getting rid of from its portfolio. Boston Mountain Money Management Inc closed its position in Ishares Tr on 19th July 2024. It sold the previously owned 24,019 shares for $1.2 billion. Scott Alaniz also disclosed a decreased stake in Ishares Tr by approximately 0.1%. This leaves the value of the investment at $59.6 billion and 572,418 shares.

One of the smallest hedge funds

The two most similar investment funds to Boston Mountain Money Management Inc are Black Diamond Capital Management, L.L.C and Connolly Sarah T. They manage $152 billion and $152 billion respectively.

Scott Alaniz investment strategy

Boston Mountain Money Management Inc’s portfolio is diversified across 11 sectors. Currently, their heaviest sector is Consumer Staples — making up 10.2% of the total portfolio value. The fund focuses on investments in the United States as 46.8% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 51% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $366 billion.

The complete list of Boston Mountain Money Management Inc trades based on 13F SEC filings

These positions were updated on July 19th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Ishares Tr	0.36% 572,418	$59,605,876,000	39.32%
Spdr Ser Tr	0.67% 212,410	$16,465,496,000	10.86%
Walmart Inc	8.06% 224,588	$15,206,870,000	10.03%
Vanguard Admiral Fds Inc	1.87% 66,029	$11,606,644,000	7.66%
Vanguard Index Fds	2.12% 39,878	$10,082,044,000	6.65%
Spdr S&p 500 Etf Tr	No change 11,984	$6,522,032,000	4.30%
Invesco Exchange Traded Fd T	5.16% 66,667	$5,368,050,000	3.54%
Spdr Index Shs Fds	3.23% 78,906	$2,972,402,000	1.96%
Schwab Strategic Tr	3.55% 29,029	$2,259,306,000	1.49%
Vanguard Scottsdale Fds	38.99% 28,226	$2,181,201,000	1.44%
Alphabet Inc	1.29% 8,958	$1,643,076,000	1.08%
Apple Inc	0.92% 7,454	$1,570,034,000	1.04%
Vanguard Bd Index Fds	Opened 19,621	$1,504,965,000	0.99%
John Hancock Exchange Traded	1.94% 26,315	$1,448,378,000	0.96%
Ishares Tr	Closed 24,019	$1,199,725,000
Microsoft Corporation	No change 1,967	$879,085,000	0.58%
Vanguard Whitehall Fds	1.15% 16,283	$1,452,988,000	0.96%
Unitedhealth Group Inc	1.68% 1,231	$626,847,000	0.41%
Vanguard Star Fds	2.77% 10,158	$612,506,000	0.40%
Bank America Corp	0.50% 15,317	$609,146,000	0.40%
J P Morgan Exchange Traded F	No change 13,866	$604,558,000	0.40%
Amazon.com Inc.	No change 3,036	$586,707,000	0.39%
Vanguard Specialized Funds	0.85% 2,815	$513,962,000	0.34%
Exxon Mobil Corp.	No change 4,336	$499,189,000	0.33%
Berkshire Hathaway Inc.	2.15% 1,139	$463,345,000	0.31%
Booking Holdings Inc	0.92% 108	$428,042,000	0.28%
Hunt J B Trans Svcs Inc	No change 2,502	$400,267,000	0.26%
General Dynamics Corp.	0.25% 1,180	$342,340,000	0.23%
Netflix Inc.	No change 495	$334,066,000	0.22%
Adobe Inc	No change 595	$330,546,000	0.22%
Wells Fargo Co New	No change 5,210	$309,426,000	0.20%
Fiserv, Inc.	2.49% 1,956	$291,522,000	0.19%
Mckesson Corporation	0.20% 499	$291,200,000	0.19%
Lockheed Martin Corp.	0.16% 621	$290,280,000	0.19%
Cencora Inc.	Closed 1,186	$288,152,000
Taiwan Semiconductor Mfg Ltd	4.46% 1,606	$279,139,000	0.18%
Schwab Charles Corp	No change 3,708	$273,271,000	0.18%
Cencora Inc.	Opened 1,186	$267,174,000	0.18%
Meta Platforms Inc	0.57% 521	$262,858,000	0.17%
IQVIA Holdings Inc	1.09% 1,178	$249,076,000	0.16%
Qualcomm, Inc.	No change 1,198	$238,536,000	0.16%
Analog Devices Inc.	No change 1,013	$231,244,000	0.15%
Unilever plc	13.71% 4,029	$221,530,000	0.15%
Boeing Co.	No change 1,186	$215,864,000	0.14%
Ecolab, Inc.	4.64% 905	$215,287,000	0.14%
Mastercard Incorporated	47.25% 480	$211,555,000	0.14%
Conocophillips	Closed 1,649	$209,833,000
Sanofi	No change 4,321	$209,655,000	0.14%
Novartis AG	13.83% 1,944	$206,958,000	0.14%
Disney Walt Co	4.25% 2,052	$203,777,000	0.13%
No transactions found
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