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, WMT, GOOGL, and represent 18.01% of Boston Research & Management's stock portfolio.
- Added to shares of these 10 stocks: EQIX, INDB, PG, ADBE, AAPL, ANET, WEC, AMZN, AFL, NVDA.
- Started 5 new stock positions in INDB, ANET, EQIX, WEC, AFL.
- Reduced shares in these 10 stocks: GOOGL, BK, WOR, TXN, JPM, HYD, IVV, XLE, TSCO, VEU.
- Sold out of its positions in TXN, WOR.
- Boston Research & Management was a net buyer of stock by $5.8M.
- Boston Research & Management has $453M in assets under management (AUM), dropping by 8.37%.
- Central Index Key (CIK): 0001259261
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Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 119 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.7 | $22M | 42k | 517.94 |
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| iShares S&P 500 Index (IVV) | 4.3 | $20M | 29k | 669.32 |
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| Apple (AAPL) | 3.3 | $15M | 58k | 254.61 |
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| Wal-Mart Stores (WMT) | 2.9 | $13M | 129k | 103.06 |
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| Alphabet Inc Class A cs (GOOGL) | 2.7 | $12M | 51k | 243.08 |
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| Abbvie (ABBV) | 2.6 | $12M | 51k | 231.53 |
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| MasterCard Incorporated (MA) | 2.6 | $12M | 20k | 568.83 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $11M | 35k | 315.43 |
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| Fastenal Company (FAST) | 2.3 | $10M | 210k | 49.04 |
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| Tractor Supply Company (TSCO) | 2.2 | $10M | 175k | 56.87 |
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| Cisco Systems (CSCO) | 2.2 | $9.9M | 145k | 68.42 |
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| Berkshire Hathaway (BRK.B) | 2.1 | $9.6M | 19k | 502.74 |
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| Xylem (XYL) | 2.1 | $9.5M | 65k | 147.49 |
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| Bank of New York Mellon Corporation (BK) | 2.0 | $9.2M | -2% | 84k | 108.96 |
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| iShares S&P SmallCap 600 Index (IJR) | 2.0 | $9.0M | 76k | 118.83 |
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| Abbott Laboratories (ABT) | 1.8 | $7.9M | 59k | 133.93 |
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| Amazon (AMZN) | 1.7 | $7.9M | +2% | 36k | 219.56 |
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| McDonald's Corporation (MCD) | 1.7 | $7.6M | 25k | 303.89 |
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| Procter & Gamble Company (PG) | 1.7 | $7.6M | +10% | 49k | 153.64 |
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| Linde (LIN) | 1.7 | $7.6M | 16k | 474.97 |
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| NVIDIA Corporation (NVDA) | 1.7 | $7.5M | +2% | 40k | 186.57 |
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| D.R. Horton (DHI) | 1.6 | $7.2M | 42k | 169.47 |
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| Ishares Inc core msci emkt (IEMG) | 1.6 | $7.1M | 107k | 65.91 |
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| Labcorp Holdings (LH) | 1.5 | $6.9M | 24k | 287.06 |
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| Snap-on Incorporated (SNA) | 1.4 | $6.6M | 19k | 346.48 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $6.3M | +2% | 56k | 112.73 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.4 | $6.2M | 71k | 87.31 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $5.8M | 12k | 499.14 |
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| General Mills (GIS) | 1.3 | $5.8M | 115k | 50.42 |
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| Nextera Energy (NEE) | 1.3 | $5.8M | 77k | 75.49 |
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| Merck & Co (MRK) | 1.3 | $5.7M | 68k | 83.92 |
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| SYSCO Corporation (SYY) | 1.2 | $5.7M | 69k | 82.33 |
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| Duke Energy (DUK) | 1.2 | $5.6M | 46k | 123.75 |
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| Walt Disney Company (DIS) | 1.2 | $5.4M | 47k | 114.48 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $5.3M | 11k | 485.01 |
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| Coca-Cola Company (KO) | 1.1 | $5.2M | +2% | 78k | 66.31 |
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| Colgate-Palmolive Company (CL) | 1.1 | $5.1M | 64k | 79.94 |
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| iShares Russell 2000 Index (IWM) | 1.1 | $5.1M | 21k | 241.95 |
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| Pepsi (PEP) | 1.1 | $5.1M | 36k | 140.44 |
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| Accenture (ACN) | 1.1 | $4.9M | +4% | 20k | 246.60 |
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| Medtronic (MDT) | 1.1 | $4.8M | 51k | 95.24 |
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| U.S. Bancorp (USB) | 1.1 | $4.8M | 99k | 48.32 |
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| Verizon Communications (VZ) | 1.1 | $4.8M | 109k | 43.95 |
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| Spdr S&p 500 Etf (SPY) | 1.0 | $4.7M | 7.0k | 666.19 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $4.5M | +6% | 13k | 352.70 |
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| Comcast Corporation (CMCSA) | 1.0 | $4.4M | +2% | 140k | 31.42 |
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| Cintas Corporation (CTAS) | 0.9 | $4.2M | 20k | 205.23 |
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| Vanguard Total Stock Market ETF (VTI) | 0.9 | $4.1M | 12k | 328.11 |
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| Omni (OMC) | 0.9 | $4.0M | 50k | 81.51 |
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| Energy Select Sector SPDR (XLE) | 0.8 | $3.8M | -2% | 43k | 89.33 |
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| ConocoPhillips (COP) | 0.8 | $3.8M | 40k | 94.57 |
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| United Parcel Service (UPS) | 0.8 | $3.8M | +5% | 45k | 83.52 |
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| iShares Gold Trust (IAU) | 0.8 | $3.6M | 50k | 72.75 |
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| Home Depot (HD) | 0.8 | $3.6M | 8.8k | 405.11 |
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| iShares S&P MidCap 400 Index (IJH) | 0.7 | $3.3M | 51k | 65.26 |
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| Eli Lilly & Co. (LLY) | 0.7 | $3.2M | 4.2k | 762.89 |
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| Oracle Corporation (ORCL) | 0.6 | $2.8M | 9.8k | 281.23 |
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| Equinix (EQIX) | 0.6 | $2.7M | NEW | 3.4k | 783.07 |
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| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.6M | 32k | 81.16 |
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| Vanguard Small-Cap ETF (VB) | 0.6 | $2.5M | 10k | 254.28 |
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| Alphabet Inc Class C cs (GOOG) | 0.5 | $2.3M | 9.6k | 243.47 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.8M | 9.6k | 185.37 |
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| Mkt Vectors Biotech Etf etf (BBH) | 0.4 | $1.7M | -3% | 10k | 165.61 |
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| Caterpillar (CAT) | 0.4 | $1.7M | 3.5k | 477.13 |
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| Stryker Corporation (SYK) | 0.4 | $1.6M | 4.4k | 369.55 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $1.6M | -4% | 11k | 144.29 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | 8.5k | 155.28 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | -6% | 17k | 71.31 |
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| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.2M | 20k | 59.90 |
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| Independent Bank (INDB) | 0.3 | $1.2M | NEW | 17k | 69.13 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $1.1M | 2.4k | 463.52 |
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| Paychex (PAYX) | 0.2 | $957k | 7.6k | 126.67 |
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| International Business Machines (IBM) | 0.2 | $919k | 3.3k | 281.90 |
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| Vanguard Emerging Markets ETF (VWO) | 0.2 | $765k | 14k | 54.16 |
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| General Electric (GE) | 0.2 | $713k | 2.4k | 300.46 |
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| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.2 | $688k | -19% | 14k | 50.90 |
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| Waste Management (WM) | 0.2 | $682k | 3.1k | 220.71 |
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| 3M Company (MMM) | 0.2 | $681k | 4.4k | 154.98 |
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| Illinois Tool Works (ITW) | 0.1 | $672k | 2.6k | 260.47 |
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| Emerson Electric (EMR) | 0.1 | $669k | 5.1k | 131.18 |
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| Yum! Brands (YUM) | 0.1 | $656k | 4.3k | 151.85 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $604k | +3% | 3.2k | 189.64 |
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| Tesla Motors (TSLA) | 0.1 | $562k | 1.3k | 444.27 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $528k | 2.6k | 201.53 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $507k | 844.00 | 600.71 |
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| Qualcomm (QCOM) | 0.1 | $502k | 3.0k | 166.23 |
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| Automatic Data Processing (ADP) | 0.1 | $478k | 1.6k | 293.25 |
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| iShares Lehman Aggregate Bond (AGG) | 0.1 | $476k | 4.8k | 100.11 |
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| Southern Company (SO) | 0.1 | $446k | 4.7k | 94.69 |
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| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $445k | 6.9k | 64.25 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $440k | -7% | 14k | 31.55 |
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| PPG Industries (PPG) | 0.1 | $388k | 3.7k | 104.86 |
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| Pfizer (PFE) | 0.1 | $382k | 15k | 25.42 |
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| Danaher Corporation (DHR) | 0.1 | $380k | 1.9k | 198.12 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $376k | 3.0k | 124.09 |
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| iShares S&P Global Technology Sect. (IXN) | 0.1 | $371k | 3.6k | 103.06 |
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| Ge Vernova (GEV) | 0.1 | $368k | 600.00 | 613.33 |
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| Costco Wholesale Corporation (COST) | 0.1 | $360k | +34% | 390.00 | 923.08 |
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| Boston Properties (BXP) | 0.1 | $360k | 4.9k | 74.23 |
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| Amgen (AMGN) | 0.1 | $349k | 1.2k | 282.13 |
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| Genuine Parts Company (GPC) | 0.1 | $331k | 2.4k | 138.49 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $301k | 643.00 | 468.12 |
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| Bristol Myers Squibb (BMY) | 0.1 | $300k | 6.7k | 45.05 |
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| Masco Corporation (MAS) | 0.1 | $281k | 4.0k | 70.25 |
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| Boeing Company (BA) | 0.1 | $280k | 1.3k | 215.38 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $280k | 768.00 | 364.58 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $273k | 1.6k | 166.97 |
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| American Express Company (AXP) | 0.1 | $265k | 800.00 | 331.25 |
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| Nucor Corporation (NUE) | 0.1 | $262k | 1.9k | 135.33 |
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| General Dynamics Corporation (GD) | 0.1 | $262k | 770.00 | 340.26 |
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| UnitedHealth (UNH) | 0.1 | $255k | 740.00 | 344.59 |
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| Lowe's Companies (LOW) | 0.1 | $246k | 980.00 | 251.02 |
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| Goldman Sachs (GS) | 0.1 | $238k | 300.00 | 793.33 |
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| Hp (HPQ) | 0.1 | $236k | 8.7k | 27.19 |
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| Arista Networks (ANET) | 0.1 | $233k | NEW | 1.6k | 145.62 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $222k | 1.7k | 127.81 |
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| Wec Energy Group (WEC) | 0.0 | $217k | NEW | 1.9k | 114.09 |
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| AFLAC Incorporated (AFL) | 0.0 | $209k | NEW | 1.9k | 111.17 |
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| Empire St Rlty Op L P unit ltd prtnsp (ESBA) | 0.0 | $80k | 11k | 7.44 |
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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 2025 Q3 filed Nov. 12, 2025
- Boston Research & Management 2025 Q2 filed Aug. 12, 2025
- Boston Research & Management 2025 Q1 filed May 12, 2025
- Boston Research & Management 2024 Q4 filed Feb. 12, 2025
- Boston Research & Management 2024 Q3 filed Nov. 12, 2024
- Boston Research & Management 2024 Q1 filed May 14, 2024
- 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