Boston Research and Management

Latest statistics and disclosures from Boston Research and Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWM, XOM, PEP, KO, GE. These five stock positions account for 13.23% of Boston Research and Management's total stock portfolio.
  • Added to shares of Abbvie, AA, VZ, Alerian Mlp Etf, WMT, GDX, COP, CHRW, WU, LH.
  • Started new stock positions in VZ, Abbvie.
  • Reduced shares in these stocks: JNJ, PG, PFE, SPY, CTL, CMCSK, CL, CLX, BRK.B, CVS.
  • Sold out of its positions in CTL.
  • As of March 31, 2013, Boston Research and Management has $107.51M in assets under management (AUM). Assets under management grew from a total value of $100.99M to $107.51M.
  • Independent of market fluctuations, Boston Research and Management was a net seller by $2.73M worth of stocks in the most recent quarter.

Boston Research and Management portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
IWM iShares Russell 2000 Index 2.84 32355 94.43 99.05
XOM Exxon Mobil Corporation 2.80 33452 90.11 91.76
PEP Pepsi 2.66 36204 79.11 83.80
KO Coca-Cola Company 2.53 +2.00% 67382 40.44 42.97
GE General Electric Company 2.38 +2.00% 110742 23.12 23.46
MMM 3M Company 2.37 24010 106.31 111.39
MSFT Microsoft Corporation 2.30 +5.00% 86464 28.61 34.87
CLX Clorox Company 2.15 -3.00% 26150 88.53 87.37
CSCO Cisco Systems 2.13 109338 20.89 24.24
WMT Wal-Mart Stores 2.09 +8.00% 30056 74.83 77.87
SPY SPDR S&P; 500 ETF 2.01 -15.00% 13811 156.67 166.94
UTX United Technologies Corporation 1.99 -2.00% 22901 93.43 97.35
MDT Medtronic 1.95 44730 46.96 49.84
WFC Wells Fargo & Company 1.93 +3.00% 56226 36.99 39.88
GOOG Google 1.93 2608 794.19 909.18
BRK.B Berkshire Hathaway 1.91 -3.00% 19716 104.20 0.00
XLU Utilities SPDR 1.88 51617 39.10 40.32
MCD McDonald's Corporation 1.87 +7.00% 20127 99.69 101.54
WM Waste Management 1.85 +2.00% 50725 39.21 42.39
CL Colgate-Palmolive Company 1.82 -4.00% 16547 118.03 62.04
LH Laboratory Corp. of America Holdings 1.79 +8.00% 21365 90.20 98.97
HYG iShares iBoxx $ High Yid Corp Bond 1.77 +8.00% 20220 94.35 95.46
EEM iShares MSCI Emerging Markets Indx 1.75 +7.00% 43951 42.77 43.42
WU Western Union Company 1.75 +8.00% 124773 15.04 16.65
ADP Automatic Data Processing 1.68 27739 65.03 71.99
CHRW C.H. Robinson Worldwide 1.67 +9.00% 30110 59.46 58.32
Covidien 1.65 26216 67.84 0.00
UPS United Parcel Service 1.58 +4.00% 19799 85.90 88.70
AA Alcoa 1.58 +25.00% 198884 8.52 8.61
CVS CVS Caremark Corporation 1.54 -3.00% 30191 54.99 59.44
Accenture 1.54 21804 75.97 0.00
T AT&T; 1.52 +3.00% 44606 36.69 37.44
VB Vanguard Small-Cap ETF 1.49 17545 91.15 96.29
EWC iShares MSCI Canada Index 1.42 53505 28.51 27.93
BK Bank of New York Mellon Corporation 1.41 54171 27.99 30.44
EFA iShares MSCI EAFE Index Fund 1.40 25537 58.98 63.05
Xylem 1.40 +6.00% 54591 27.56 0.00
MA MasterCard Incorporated 1.39 2765 541.13 584.78
IAU iShares Gold Trust 1.38 95280 15.52 13.17
CMCSK Comcast Corporation 1.32 -6.00% 35715 39.61 41.02
CVX Chevron Corporation 1.27 -2.00% 11497 118.82 123.42
OMC Omni 1.26 23025 58.90 63.31
IJR iShares S&P; SmallCap 600 Index 1.23 15210 87.06 92.05
Market Vectors Oil Service Etf 1.22 +9.00% 30550 42.91 0.00
COP ConocoPhillips 1.17 +15.00% 20950 60.10 63.31
XLE Energy Select Sector SPDR 1.09 14797 79.31 82.12
PG Procter & Gamble Company 0.96 -65.00% 13339 77.06 80.02
GDX Market Vectors Gold Miners ETF 0.93 +21.00% 26498 37.85 26.38
STT State Street Corporation 0.88 16040 59.09 65.16
JNJ Johnson & Johnson 0.88 -69.00% 11650 81.53 88.09
VTI Vanguard Total Stock Market ETF 0.88 11680 80.96 86.08
Abbvie 0.87 NEW 22896 40.78 0.00
VEU Vanguard FTSE All-World ex-US ETF 0.76 17635 46.36 48.76
ABT Abbott Laboratories 0.75 22894 35.32 36.59
IBM International Business Machines 0.72 +9.00% 3605 213.32 208.44
Jp Morgan Alerian Mlp Index 0.71 16735 45.48 0.00
HD Home Depot 0.65 9960 69.78 76.86
Alerian Mlp Etf 0.62 +42.00% 37900 17.72 0.00
Market Vectors Etf Tr Biotech 0.60 +13.00% 9880 65.00 0.00
AOR iShares S&P; Growth Allocation Fund 0.59 +2.00% 17797 35.73 36.91
Duke Energy 0.56 8247 72.59 0.00
PFE Pfizer 0.47 -73.00% 17482 28.86 28.96
BXP Boston Properties 0.46 4885 101.06 112.43
INTC Intel Corporation 0.45 +3.00% 22092 21.84 24.04
DIS Walt Disney Company 0.36 6770 56.80 66.58
KMB Kimberly-Clark Corporation 0.36 3900 97.98 104.35
JPM JPMorgan Chase & Co. 0.35 7866 47.46 52.30
HNZ H.J. Heinz Company 0.31 4630 72.27 72.42
MRK Merck & Co 0.30 -2.00% 7343 44.20 45.99
GPC Genuine Parts Company 0.29 -4.00% 3950 78.00 81.25
YUM Yum! Brands 0.29 4320 71.94 70.16
SYK Stryker Corporation 0.29 4724 65.24 68.90
LLY Eli Lilly & Co. 0.27 5075 56.79 55.90
CTAS Cintas Corporation 0.27 6479 44.13 45.89
PAYX Paychex 0.26 7875 35.06 38.52
Nextera Energy 0.26 3640 77.68 0.00
FAST Fastenal Company 0.25 5260 51.33 51.11
BMY Bristol Myers Squibb 0.24 6260 41.19 43.30
PPG PPG Industries 0.23 1850 133.94 158.84
SYY SYSCO Corporation 0.22 6765 35.17 35.14
OXY Occidental Petroleum Corporation 0.22 3050 78.37 92.84
VZ Verizon Communications 0.21 NEW 4502 49.15 53.35
HPQ Hewlett-Packard Company 0.21 -14.00% 9680 23.84 21.27
ORCL Oracle Corporation 0.21 6938 32.33 35.03
CAT Caterpillar 0.20 2512 86.97 87.67

Past 13F-HR SEC Filings for Boston Research and Management

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