Boston Research and Management
Latest statistics and disclosures from Boston Research & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, AAPL, MA, FAST, and represent 16.62% of Boston Research & Management's stock portfolio.
- Added to shares of these 10 stocks: DIA, HYG, QRVO, NVDA, AAPL, PEP, DUK, GIS, UPS, PG.
- Started 3 new stock positions in IWB, GD, Cambridge Heart.
- Reduced shares in these 10 stocks: FAST, MDT, MSFT, HYD, VZ, YUMC, PFE, ODFL, IVV, IBB.
- Sold out of its positions in ODFL, TUP, YUMC.
- Boston Research & Management was a net buyer of stock by $5.1M.
- Boston Research & Management has $377M in assets under management (AUM), dropping by 11.33%.
- Central Index Key (CIK): 0001259261
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Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 114 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.5 | $17M | -2% | 45k | 376.04 |
|
| iShares S&P 500 Index (IVV) | 4.2 | $16M | 34k | 477.63 |
|
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| Apple (AAPL) | 3.0 | $11M | +3% | 59k | 192.52 |
|
| MasterCard Incorporated (MA) | 2.5 | $9.4M | 22k | 426.51 |
|
|
| Fastenal Company (FAST) | 2.4 | $9.0M | -5% | 139k | 64.76 |
|
| Abbvie (ABBV) | 2.2 | $8.3M | 54k | 154.95 |
|
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| Tractor Supply Company (TSCO) | 2.1 | $8.1M | +3% | 38k | 215.00 |
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| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $7.9M | 73k | 108.25 |
|
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| Alphabet Inc Class A cs (GOOGL) | 2.0 | $7.5M | 54k | 139.68 |
|
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| Xylem (XYL) | 2.0 | $7.5M | +2% | 66k | 114.35 |
|
| Wal-Mart Stores (WMT) | 2.0 | $7.4M | 47k | 157.63 |
|
|
| Cisco Systems (CSCO) | 1.9 | $7.3M | +3% | 144k | 50.52 |
|
| McDonald's Corporation (MCD) | 1.9 | $7.2M | +2% | 24k | 296.51 |
|
| Berkshire Hathaway (BRK.B) | 1.9 | $7.2M | 20k | 356.65 |
|
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| Linde (LIN) | 1.8 | $6.8M | 17k | 410.69 |
|
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| Abbott Laboratories (ABT) | 1.8 | $6.8M | +2% | 62k | 110.06 |
|
| General Mills (GIS) | 1.8 | $6.7M | +4% | 103k | 65.13 |
|
| Merck & Co (MRK) | 1.8 | $6.7M | +2% | 62k | 109.01 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $6.5M | 38k | 170.08 |
|
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| Procter & Gamble Company (PG) | 1.7 | $6.4M | +4% | 43k | 146.53 |
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| D.R. Horton (DHI) | 1.7 | $6.3M | 41k | 151.96 |
|
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| Accenture (ACN) | 1.7 | $6.3M | +2% | 18k | 350.89 |
|
| Intel Corporation (INTC) | 1.6 | $5.9M | 118k | 50.25 |
|
|
| United Parcel Service (UPS) | 1.5 | $5.6M | +5% | 36k | 157.21 |
|
| Comcast Corporation (CMCSA) | 1.5 | $5.5M | +3% | 125k | 43.85 |
|
| Laboratory Corp. of America Holdings (LH) | 1.5 | $5.5M | +5% | 24k | 227.28 |
|
| CVS Caremark Corporation (CVS) | 1.4 | $5.3M | +3% | 67k | 78.95 |
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| Amazon (AMZN) | 1.4 | $5.3M | 35k | 151.94 |
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|
| Pepsi (PEP) | 1.4 | $5.3M | +6% | 31k | 169.84 |
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| Snap-on Incorporated (SNA) | 1.4 | $5.3M | 18k | 288.79 |
|
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| Ishares Inc core msci emkt (IEMG) | 1.4 | $5.2M | +3% | 102k | 50.58 |
|
| Colgate-Palmolive Company (CL) | 1.4 | $5.1M | +3% | 64k | 79.70 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $5.0M | +2% | 50k | 99.98 |
|
| Bank of New York Mellon Corporation (BK) | 1.3 | $4.9M | +3% | 94k | 52.05 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $4.9M | +2% | 11k | 453.17 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $4.7M | +5% | 8.9k | 530.77 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.2 | $4.7M | +2% | 67k | 70.34 |
|
| Coca-Cola Company (KO) | 1.2 | $4.7M | +3% | 80k | 58.92 |
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| Omni (OMC) | 1.2 | $4.4M | 51k | 86.50 |
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| SYSCO Corporation (SYY) | 1.1 | $4.3M | 59k | 73.13 |
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| Duke Energy (DUK) | 1.1 | $4.3M | +7% | 44k | 97.04 |
|
| iShares Russell 2000 Index (IWM) | 1.1 | $4.2M | 21k | 200.68 |
|
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| Nextera Energy (NEE) | 1.1 | $4.1M | +4% | 68k | 60.73 |
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| Walt Disney Company (DIS) | 1.1 | $4.1M | +5% | 46k | 90.29 |
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| Energy Select Sector SPDR (XLE) | 1.0 | $3.9M | 47k | 83.82 |
|
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| Medtronic (MDT) | 1.0 | $3.9M | -11% | 47k | 82.36 |
|
| Qorvo (QRVO) | 1.0 | $3.8M | +11% | 34k | 112.58 |
|
| U.S. Bancorp (USB) | 1.0 | $3.7M | +6% | 86k | 43.27 |
|
| Verizon Communications (VZ) | 1.0 | $3.7M | -8% | 98k | 37.69 |
|
| ConocoPhillips (COP) | 0.9 | $3.5M | +2% | 30k | 116.06 |
|
| Spdr S&p 500 Etf (SPY) | 0.9 | $3.4M | 7.1k | 475.18 |
|
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| Cintas Corporation (CTAS) | 0.9 | $3.3M | 5.5k | 602.53 |
|
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| Home Depot (HD) | 0.9 | $3.2M | 9.3k | 346.47 |
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| Magna Intl Inc cl a (MGA) | 0.8 | $3.2M | 54k | 59.08 |
|
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| Vanguard Total Stock Market ETF (VTI) | 0.8 | $2.9M | 12k | 237.16 |
|
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| iShares S&P MidCap 400 Index (IJH) | 0.7 | $2.8M | 10k | 277.15 |
|
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.7 | $2.7M | +22% | 34k | 77.38 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $2.6M | 4.4k | 582.90 |
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| Vanguard Small-Cap ETF (VB) | 0.6 | $2.3M | -2% | 11k | 213.27 |
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| Mkt Vectors Biotech Etf etf (BBH) | 0.6 | $2.1M | 13k | 165.24 |
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| iShares Gold Trust (IAU) | 0.5 | $2.1M | 53k | 39.01 |
|
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| iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $2.0M | -7% | 15k | 135.83 |
|
| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.6M | -2% | 12k | 140.91 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.5M | 9.7k | 156.73 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | 8.8k | 149.07 |
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| Stryker Corporation (SYK) | 0.3 | $1.3M | 4.4k | 299.26 |
|
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $1.3M | +373% | 3.4k | 376.79 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | -3% | 21k | 56.11 |
|
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.3 | $1.2M | -28% | 23k | 51.61 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.1M | 10k | 105.34 |
|
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| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.1M | 22k | 47.87 |
|
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| Caterpillar (CAT) | 0.3 | $1.0M | 3.5k | 295.60 |
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| Paychex (PAYX) | 0.2 | $907k | 7.6k | 119.11 |
|
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| Fortrea Hldgs (FTRE) | 0.2 | $755k | -3% | 22k | 34.86 |
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| International Business Machines (IBM) | 0.2 | $752k | 4.6k | 163.37 |
|
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| Vanguard Emerging Markets ETF (VWO) | 0.2 | $686k | -4% | 17k | 41.10 |
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| Illinois Tool Works (ITW) | 0.2 | $675k | 2.6k | 261.63 |
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| NVIDIA Corporation (NVDA) | 0.2 | $638k | +138% | 1.3k | 494.57 |
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| Yum! Brands (YUM) | 0.1 | $564k | 4.3k | 130.56 |
|
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| PPG Industries (PPG) | 0.1 | $553k | 3.7k | 149.46 |
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| Waste Management (WM) | 0.1 | $553k | 3.1k | 178.96 |
|
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $545k | -21% | 18k | 31.16 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $496k | 2.6k | 189.31 |
|
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| Emerson Electric (EMR) | 0.1 | $496k | 5.1k | 97.25 |
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| Pfizer (PFE) | 0.1 | $482k | -30% | 17k | 28.75 |
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| 3M Company (MMM) | 0.1 | $480k | 4.4k | 109.24 |
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| Danaher Corporation (DHR) | 0.1 | $480k | 2.1k | 230.99 |
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| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $469k | 8.8k | 53.13 |
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| Qualcomm (QCOM) | 0.1 | $436k | 3.0k | 144.37 |
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| Automatic Data Processing (ADP) | 0.1 | $399k | 1.7k | 232.65 |
|
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $390k | +27% | 2.5k | 157.45 |
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| UnitedHealth (UNH) | 0.1 | $389k | 740.00 | 525.68 |
|
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| Kimberly-Clark Corporation (KMB) | 0.1 | $374k | 3.1k | 121.23 |
|
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| iShares Lehman Aggregate Bond (AGG) | 0.1 | $368k | -6% | 3.7k | 99.00 |
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| Amgen (AMGN) | 0.1 | $356k | 1.2k | 287.79 |
|
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| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $353k | 863.00 | 409.04 |
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| Bristol Myers Squibb (BMY) | 0.1 | $341k | -4% | 6.7k | 51.20 |
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| Boston Properties (BXP) | 0.1 | $340k | 4.9k | 70.10 |
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| Boeing Company (BA) | 0.1 | $338k | 1.3k | 260.00 |
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| Nucor Corporation (NUE) | 0.1 | $336k | 1.9k | 173.55 |
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| Genuine Parts Company (GPC) | 0.1 | $331k | 2.4k | 138.49 |
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| Southern Company (SO) | 0.1 | $330k | 4.7k | 70.06 |
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| General Electric (GE) | 0.1 | $307k | 2.4k | 127.23 |
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| Masco Corporation (MAS) | 0.1 | $267k | 4.0k | 66.75 |
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| Hp (HPQ) | 0.1 | $261k | -2% | 8.7k | 30.07 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $255k | -2% | 1.8k | 138.51 |
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| iShares S&P Global Technology Sect. (IXN) | 0.1 | $245k | 3.6k | 68.06 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $245k | 811.00 | 302.10 |
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| Lowe's Companies (LOW) | 0.1 | $218k | 980.00 | 222.45 |
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| General Dynamics Corporation (GD) | 0.1 | $218k | NEW | 840.00 | 259.52 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $207k | 2.9k | 71.88 |
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| Worthington Industries (WOR) | 0.1 | $201k | 3.5k | 57.43 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $201k | NEW | 768.00 | 261.72 |
|
| Cambridge Heart | 0.0 | $0 | NEW | 10k | 0.00 |
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Past Filings by Boston Research & Management
SEC 13F filings are viewable for Boston Research & Management going back to 2010
- Boston Research & Management 2023 Q4 filed Feb. 12, 2024
- Boston Research & Management 2023 Q3 filed Nov. 13, 2023
- Boston Research & Management 2023 Q2 filed Aug. 1, 2023
- Boston Research & Management 2023 Q1 filed May 10, 2023
- Boston Research & Management 2022 Q4 filed Feb. 13, 2023
- Boston Research & Management 2022 Q3 filed Nov. 14, 2022
- Boston Research & Management 2022 Q2 filed Aug. 11, 2022
- Boston Research & Management 2022 Q1 filed May 12, 2022
- Boston Research & Management 2021 Q4 filed Feb. 10, 2022
- Boston Research & Management 2021 Q3 filed Nov. 10, 2021
- Boston Research & Management 2021 Q3 restated filed Nov. 10, 2021
- Boston Research & Management 2021 Q2 filed Aug. 11, 2021
- Boston Research & Management 2021 Q1 filed May 11, 2021
- Boston Research & Management 2020 Q4 filed Feb. 9, 2021
- Boston Research & Management 2020 Q3 filed Nov. 9, 2020
- Boston Research & Management 2020 Q2 filed Aug. 10, 2020