Boston Research and Management

Latest statistics and disclosures from BOSTON RESEARCH & MANAGEMENT's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are XOM, IWM, MSFT, GE, MMM. These five stock positions account for 12.78% of BOSTON RESEARCH & MANAGEMENT's total stock portfolio.
  • Added to shares of these 10 stocks: CSCO, IVV, INTC, QCOM, USB, ITW, VFC, KMP, WMT, LH.
  • Started 6 new stock positions in VFC, USB, KMP, QCOM, IVV, ITW.
  • Reduced shares in these 10 stocks: AA, ASGN, MMM, GE, CL, LLY, Xylem, IWM, MA, IAU.
  • Sold out of its positions in ASGN.
  • As of Dec. 31, 2013, BOSTON RESEARCH & MANAGEMENT has $130.08M in assets under management (AUM). Assets under management grew from a total value of $118.40M to $130.08M.
  • Independent of market fluctuations, BOSTON RESEARCH & MANAGEMENT was a net buyer by $851929 worth of stocks in the most recent quarter.

BOSTON RESEARCH & MANAGEMENT portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
XOM Exxon Mobil Corporation 2.80 +3.00% 35982 101.19 100.42
IWM iShares Russell 2000 Index 2.74 -3.00% 30853 115.35 112.92
MSFT Microsoft Corporation 2.54 88358 37.40 40.01
GE General Electric Company 2.36 -5.00% 109687 28.03 26.56
MMM 3M Company 2.34 -5.00% 21736 140.23 137.73
KO Coca-Cola Company 2.33 +2.00% 73331 41.31 40.72
PEP Pepsi 2.28 35732 82.92 85.55
CSCO Cisco Systems 2.21 +13.00% 128488 22.42 23.21
GOOG Google 2.16 -3.00% 2507 1120.46 536.10
WMT Wal-Mart Stores 2.04 +7.00% 33662 78.66 77.66
WFC Wells Fargo & Company 1.99 56975 45.39 48.93
INTC Intel Corporation 1.99 +13.00% 99544 25.95 27.04
AAPL Apple 1.95 4520 560.84 524.94
SPY SPDR S&P; 500 ETF 1.90 13366 184.65 186.39
MDT Medtronic 1.90 -2.00% 43166 57.38 58.55
UTX United Technologies Corporation 1.89 21618 113.79 118.57
CLX Clorox Company 1.82 25573 92.75 90.84
WM Waste Management 1.78 -3.00% 51554 44.87 42.03
WU Western Union Company 1.77 +4.00% 133454 17.25 15.25
BRK.B Berkshire Hathaway 1.77 19461 118.54 0.00
EEM iShares MSCI Emerging Markets Indx 1.75 +3.00% 54406 41.78 42.01
MCD McDonald's Corporation 1.71 +4.00% 22929 97.00 100.25
UPS United Parcel Service 1.68 20771 105.05 98.00
MA MasterCard Incorporated 1.67 -4.00% 2601 835.45 74.13
Xylem 1.66 -5.00% 62320 34.60 0.00
AA Alcoa 1.65 -17.00% 201575 10.63 13.56
Accenture 1.63 +8.00% 25731 82.20 0.00
HYG iShares iBoxx $ High Yid Corp Bond 1.63 22858 92.88 94.12
LH Laboratory Corp. of America Holdings 1.61 +9.00% 22966 91.35 101.31
ADP Automatic Data Processing 1.58 -3.00% 25487 80.79 76.31
CHRW C.H. Robinson Worldwide 1.58 +6.00% 35160 58.33 56.74
CVS CVS Caremark Corporation 1.57 -2.00% 28617 71.57 73.74
XLU Utilities SPDR 1.54 52770 37.96 42.30
CL Colgate-Palmolive Company 1.53 -6.00% 30530 65.18 66.94
BK Bank of New York Mellon Corporation 1.45 -2.00% 53908 34.93 33.76
EWC iShares MSCI Canada Index 1.41 +5.00% 62745 29.15 29.94
CMCSK Comcast Corporation 1.40 36393 49.87 48.54
COP ConocoPhillips 1.39 25579 70.64 74.77
VB Vanguard Small-Cap ETF 1.39 -3.00% 16438 109.93 110.58
Covidien 1.39 26483 68.08 0.00
EFA iShares MSCI EAFE Index Fund 1.33 -4.00% 25784 67.06 67.53
IJR iShares S&P; SmallCap 600 Index 1.25 14860 109.08 107.90
OMC Omni 1.23 -2.00% 21600 74.35 71.16
T AT&T; 1.22 45106 35.14 36.04
Market Vectors Oil Service Etf 1.17 +2.00% 31560 48.07 0.00
Abbvie 1.11 27403 52.80 0.00
CVX Chevron Corporation 1.05 -2.00% 10949 124.85 123.68
XLE Energy Select Sector SPDR 1.01 14862 88.48 92.79
ABT Abbott Laboratories 0.88 +13.00% 29854 38.32 38.93
VTI Vanguard Total Stock Market ETF 0.86 11680 95.89 96.73
STT State Street Corporation 0.82 14576 73.34 65.53
IAU iShares Gold Trust 0.77 -9.00% 85740 11.67 12.56
JNJ Johnson & Johnson 0.75 10640 91.54 98.96
Alerian Mlp Etf 0.73 +20.00% 53104 17.78 0.00
VEU Vanguard FTSE All-World ex-US ETF 0.67 17285 50.68 50.71
AOR iShares S&P; Growth Allocation Fund 0.67 +6.00% 22562 38.47 39.03
PG Procter & Gamble Company 0.66 -3.00% 10499 81.34 81.76
HD Home Depot 0.63 9960 82.33 77.09
Jp Morgan Alerian Mlp Index 0.59 16585 46.31 0.00
Market Vectors Etf Tr Biotech 0.57 -8.00% 8328 88.50 0.00
IBM International Business Machines 0.49 -6.00% 3395 187.33 190.01
Duke Energy 0.44 -2.00% 8247 68.99 0.00
PFE Pfizer 0.41 17482 30.60 30.25
DIS Walt Disney Company 0.40 6770 76.37 79.99
BXP Boston Properties 0.38 4885 100.31 117.43
JPM JPMorgan Chase & Co. 0.33 -7.00% 7266 58.35 55.22
KMB Kimberly-Clark Corporation 0.31 3900 104.36 112.54
CTAS Cintas Corporation 0.30 6479 59.58 57.63
PAYX Paychex 0.28 7875 45.46 40.93
MRK Merck & Co 0.28 7343 49.98 56.47
PPG PPG Industries 0.27 1850 189.19 199.46
SYK Stryker Corporation 0.27 4724 74.94 78.78
BMY Bristol Myers Squibb 0.26 -2.00% 6260 53.04 49.46
IVV iShares S&P; 500 Index 0.26 NEW 1790 185.47 187.54
YUM Yum! Brands 0.25 4320 75.46 76.34
Nextera Energy 0.24 3640 85.44 0.00
SYY SYSCO Corporation 0.22 -23.00% 8025 36.01 36.03
OXY Occidental Petroleum Corporation 0.22 3050 95.08 96.60
CAT Caterpillar 0.21 +13.00% 2952 90.79 102.83
HPQ Hewlett-Packard Company 0.21 9680 27.89 31.93
ORCL Oracle Corporation 0.20 6938 38.20 40.08
LLY Eli Lilly & Co. 0.19 -34.00% 4875 50.87 60.43
FAST Fastenal Company 0.19 5260 47.34 50.12
DD E.I. du Pont de Nemours & Company 0.18 -7.00% 3530 64.87 66.98
DHR Danaher Corporation 0.18 3000 77.00 72.85
USB U.S. Ban 0.17 NEW 5390 40.26 40.25
AGL AGL Resources 0.17 4634 47.04 0.00
VFC V.F. Corporation 0.17 NEW 3460 62.14 59.85
QCOM QUALCOMM 0.17 NEW 2960 73.99 81.32
ITW Illinois Tool Works 0.17 NEW 2580 83.72 84.21
GPC Genuine Parts Company 0.16 2540 83.07 87.32
KMP Kinder Morgan Energy Partners 0.16 NEW 2649 80.41 77.49
VZ Verizon Communications 0.15 -27.00% 4102 49.00 47.60
Eurosite Power 0.03 47000 0.74 0.00