Boston Research and Management
Latest statistics and disclosures from Boston Research & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MSFT, AAPL, WMT, TSCO, and represent 16.90% of Boston Research & Management's stock portfolio.
- Added to shares of these 10 stocks: LH (+$5.6M), ADBE, CTAS, NVDA, UPS, PEP, SYY, NEE, ACN, MDT.
- Started 7 new stock positions in TXN, WEC, ADBE, AXP, RTX, LH, AFL.
- Reduced shares in these 10 stocks: INTC (-$5.4M), , MGA, FTRE, MSFT, CVS, IBB, WMT, AAPL, LIN.
- Sold out of its positions in BA, Cambridge Heart, FTRE, INTC, Laboratory Corp. of America Holdings, MGA, ODFL, WOR.
- Boston Research & Management was a net buyer of stock by $766k.
- Boston Research & Management has $426M in assets under management (AUM), dropping by 5.22%.
- Central Index Key (CIK): 0001259261
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Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 115 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 4.4 | $19M | 33k | 576.81 |
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| Microsoft Corporation (MSFT) | 4.3 | $18M | -3% | 42k | 430.29 |
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| Apple (AAPL) | 3.1 | $13M | -2% | 58k | 232.99 |
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| Wal-Mart Stores (WMT) | 2.6 | $11M | -2% | 137k | 80.75 |
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| Tractor Supply Company (TSCO) | 2.5 | $11M | -2% | 37k | 290.91 |
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| MasterCard Incorporated (MA) | 2.5 | $11M | 22k | 493.79 |
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| Abbvie (ABBV) | 2.4 | $10M | 52k | 197.46 |
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| Berkshire Hathaway (BRK.B) | 2.1 | $9.1M | 20k | 460.26 |
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| Xylem (XYL) | 2.1 | $8.9M | 66k | 135.03 |
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| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $8.7M | +2% | 75k | 116.96 |
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| Alphabet Inc Class A cs (GOOGL) | 2.0 | $8.7M | -2% | 53k | 165.84 |
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| General Mills (GIS) | 1.9 | $7.9M | +2% | 107k | 73.85 |
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| Cisco Systems (CSCO) | 1.9 | $7.9M | +2% | 149k | 53.22 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $7.8M | 37k | 210.84 |
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| D.R. Horton (DHI) | 1.8 | $7.8M | 41k | 190.76 |
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| Fastenal Company (FAST) | 1.8 | $7.7M | 108k | 71.41 |
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| McDonald's Corporation (MCD) | 1.8 | $7.7M | +3% | 25k | 304.51 |
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| Linde (LIN) | 1.8 | $7.6M | -3% | 16k | 476.81 |
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| Procter & Gamble Company (PG) | 1.8 | $7.6M | 44k | 173.18 |
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| Abbott Laboratories (ABT) | 1.7 | $7.1M | 62k | 114.01 |
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| Merck & Co (MRK) | 1.7 | $7.1M | 62k | 113.56 |
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| Bank of New York Mellon Corporation (BK) | 1.6 | $6.7M | 93k | 71.85 |
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| Accenture (ACN) | 1.5 | $6.6M | +4% | 19k | 353.47 |
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| Colgate-Palmolive Company (CL) | 1.5 | $6.6M | 63k | 103.81 |
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| Amazon (AMZN) | 1.5 | $6.5M | 35k | 186.32 |
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| Lockheed Martin Corporation (LMT) | 1.5 | $6.5M | 11k | 584.52 |
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| Nextera Energy (NEE) | 1.5 | $6.2M | +4% | 74k | 84.52 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $6.1M | +4% | 52k | 117.20 |
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| Ishares Inc core msci emkt (IEMG) | 1.4 | $5.9M | +2% | 104k | 57.41 |
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| Pepsi (PEP) | 1.4 | $5.8M | +7% | 34k | 170.05 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $5.7M | +3% | 9.3k | 618.56 |
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| Coca-Cola Company (KO) | 1.3 | $5.7M | 79k | 71.85 |
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| Labcorp Holdings (LH) | 1.3 | $5.6M | NEW | 25k | 223.45 |
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| Comcast Corporation (CMCSA) | 1.3 | $5.5M | +4% | 132k | 41.76 |
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| Snap-on Incorporated (SNA) | 1.3 | $5.5M | +3% | 19k | 289.68 |
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| United Parcel Service (UPS) | 1.3 | $5.4M | +9% | 40k | 136.32 |
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| Duke Energy (DUK) | 1.2 | $5.3M | +2% | 46k | 115.29 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.2 | $5.3M | +2% | 67k | 78.05 |
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| Omni (OMC) | 1.2 | $5.2M | 50k | 103.37 |
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| SYSCO Corporation (SYY) | 1.2 | $5.0M | +6% | 64k | 78.06 |
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| iShares Russell 2000 Index (IWM) | 1.1 | $4.6M | 21k | 220.85 |
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| Verizon Communications (VZ) | 1.1 | $4.6M | +3% | 102k | 44.91 |
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| Medtronic (MDT) | 1.1 | $4.6M | +6% | 51k | 90.02 |
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| Cintas Corporation (CTAS) | 1.1 | $4.5M | +294% | 22k | 205.87 |
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| Walt Disney Company (DIS) | 1.0 | $4.4M | 46k | 96.19 |
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| U.S. Bancorp (USB) | 1.0 | $4.3M | +5% | 93k | 45.73 |
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| Spdr S&p 500 Etf (SPY) | 1.0 | $4.1M | 7.1k | 573.66 |
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| Energy Select Sector SPDR (XLE) | 1.0 | $4.1M | 46k | 87.79 |
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| Qorvo (QRVO) | 0.9 | $4.0M | +5% | 39k | 103.29 |
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| CVS Caremark Corporation (CVS) | 0.9 | $3.9M | -9% | 62k | 62.87 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $3.9M | NEW | 7.5k | 517.67 |
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| Eli Lilly & Co. (LLY) | 0.9 | $3.7M | -5% | 4.2k | 885.86 |
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| Home Depot (HD) | 0.8 | $3.6M | 8.8k | 405.11 |
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| Vanguard Total Stock Market ETF (VTI) | 0.8 | $3.5M | 12k | 283.12 |
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| ConocoPhillips (COP) | 0.8 | $3.4M | +7% | 33k | 105.26 |
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| iShares S&P MidCap 400 Index (IJH) | 0.7 | $3.1M | 50k | 62.32 |
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| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.7M | 33k | 80.28 |
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| Vanguard Small-Cap ETF (VB) | 0.6 | $2.5M | -2% | 11k | 237.12 |
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| iShares Gold Trust (IAU) | 0.6 | $2.5M | -4% | 50k | 49.70 |
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| Mkt Vectors Biotech Etf etf (BBH) | 0.5 | $2.1M | -8% | 12k | 177.38 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.4 | $1.8M | -15% | 13k | 145.58 |
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| Oracle Corporation (ORCL) | 0.4 | $1.8M | 10k | 170.37 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.7M | -5% | 10k | 167.16 |
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| Stryker Corporation (SYK) | 0.4 | $1.6M | 4.4k | 361.05 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.6M | 9.7k | 161.99 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $1.4M | 3.4k | 422.93 |
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| Caterpillar (CAT) | 0.3 | $1.4M | 3.5k | 391.02 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.4M | +3% | 22k | 62.98 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.3M | +848% | 11k | 121.35 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | -2% | 8.6k | 147.19 |
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| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.2M | 22k | 52.78 |
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| Paychex (PAYX) | 0.2 | $1.0M | 7.6k | 134.12 |
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| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.2 | $1.0M | -15% | 19k | 53.04 |
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| International Business Machines (IBM) | 0.2 | $980k | -3% | 4.4k | 221.07 |
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| Vanguard Emerging Markets ETF (VWO) | 0.2 | $772k | 16k | 47.81 |
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| Illinois Tool Works (ITW) | 0.2 | $676k | 2.6k | 262.02 |
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| Waste Management (WM) | 0.2 | $641k | 3.1k | 207.44 |
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| Yum! Brands (YUM) | 0.1 | $603k | 4.3k | 139.58 |
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| 3M Company (MMM) | 0.1 | $600k | 4.4k | 136.55 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $584k | 2.6k | 222.90 |
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| Emerson Electric (EMR) | 0.1 | $557k | 5.1k | 109.22 |
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| Danaher Corporation (DHR) | 0.1 | $533k | -7% | 1.9k | 277.89 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $528k | -6% | 16k | 33.21 |
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| Qualcomm (QCOM) | 0.1 | $513k | 3.0k | 169.87 |
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| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $511k | -2% | 8.6k | 59.16 |
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| PPG Industries (PPG) | 0.1 | $490k | 3.7k | 132.43 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $481k | +17% | 2.7k | 178.81 |
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| Automatic Data Processing (ADP) | 0.1 | $474k | 1.7k | 276.38 |
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| General Electric (GE) | 0.1 | $455k | 2.4k | 188.56 |
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| iShares Lehman Aggregate Bond (AGG) | 0.1 | $437k | +11% | 4.3k | 101.23 |
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| Pfizer (PFE) | 0.1 | $434k | -10% | 15k | 28.88 |
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| UnitedHealth (UNH) | 0.1 | $432k | 740.00 | 583.78 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $431k | 3.0k | 142.24 |
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| Southern Company (SO) | 0.1 | $424k | 4.7k | 90.02 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $402k | 825.00 | 487.27 |
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| Amgen (AMGN) | 0.1 | $398k | 1.2k | 321.75 |
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| Boston Properties (BXP) | 0.1 | $390k | 4.9k | 80.41 |
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| Bristol Myers Squibb (BMY) | 0.1 | $344k | 6.7k | 51.65 |
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| Masco Corporation (MAS) | 0.1 | $335k | 4.0k | 83.75 |
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| Genuine Parts Company (GPC) | 0.1 | $333k | 2.4k | 139.33 |
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| Hp (HPQ) | 0.1 | $311k | 8.7k | 35.83 |
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| iShares S&P Global Technology Sect. (IXN) | 0.1 | $297k | 3.6k | 82.50 |
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| Nucor Corporation (NUE) | 0.1 | $291k | 1.9k | 150.31 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $289k | 772.00 | 374.35 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $273k | 1.8k | 148.29 |
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| Lowe's Companies (LOW) | 0.1 | $265k | 980.00 | 270.41 |
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| Costco Wholesale Corporation (COST) | 0.1 | $257k | 290.00 | 886.21 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $241k | 768.00 | 313.80 |
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| General Dynamics Corporation (GD) | 0.1 | $232k | 770.00 | 301.30 |
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| Clorox Company (CLX) | 0.1 | $224k | 1.4k | 162.91 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $218k | NEW | 1.1k | 205.66 |
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| American Express Company (AXP) | 0.1 | $216k | NEW | 800.00 | 270.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $214k | NEW | 1.8k | 120.90 |
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| AFLAC Incorporated (AFL) | 0.0 | $210k | NEW | 1.9k | 111.70 |
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| Wec Energy Group (WEC) | 0.0 | $200k | NEW | 2.1k | 96.06 |
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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 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
- 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