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, MA, AAPL, TSCO, and represent 16.30% of Boston Research & Management's stock portfolio.
  • Added to shares of these 10 stocks: WMT (+$5.6M), IJH, QRVO, ODFL, COST, CLX, NEE, INTC, PEP, DUK.
  • Started 3 new stock positions in CLX, COST, ODFL.
  • Reduced shares in these 10 stocks: FAST, MSFT, IVV, ADM, HD, ABBV, GOOG, IEFA, NVDA, MA.
  • Sold out of its position in ADM.
  • Boston Research & Management was a net buyer of stock by $5.5M.
  • Boston Research & Management has $405M in assets under management (AUM), dropping by 7.41%.
  • Central Index Key (CIK): 0001259261

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Portfolio Holdings for Boston Research & Management

Boston Research & Management holds 116 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.5 $18M -3% 44k 420.71
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iShares S&P 500 Index (IVV) 4.3 $17M -2% 33k 525.71
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MasterCard Incorporated (MA) 2.6 $11M 22k 481.53
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Apple (AAPL) 2.5 $10M 59k 171.47
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Tractor Supply Company (TSCO) 2.4 $9.8M 38k 261.72
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Abbvie (ABBV) 2.4 $9.7M 53k 182.10
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Xylem (XYL) 2.1 $8.5M 66k 129.23
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Wal-Mart Stores (WMT) 2.1 $8.5M +199% 141k 60.17
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Berkshire Hathaway (BRK.B) 2.1 $8.5M 20k 420.52
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Fastenal Company (FAST) 2.0 $8.2M -23% 106k 77.14
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Merck & Co (MRK) 2.0 $8.1M 62k 131.95
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Alphabet Inc Class A cs (GOOGL) 2.0 $8.1M 54k 150.93
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iShares S&P SmallCap 600 Index (IJR) 2.0 $8.1M 73k 110.52
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Linde (LIN) 1.9 $7.7M 17k 464.29
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JPMorgan Chase & Co. (JPM) 1.9 $7.5M 38k 200.30
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General Mills (GIS) 1.8 $7.3M 105k 69.97
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Cisco Systems (CSCO) 1.8 $7.3M 145k 49.90
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Procter & Gamble Company (PG) 1.8 $7.1M 44k 162.23
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Abbott Laboratories (ABT) 1.7 $7.0M 62k 113.65
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McDonald's Corporation (MCD) 1.7 $6.9M 24k 281.92
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D.R. Horton (DHI) 1.7 $6.7M 41k 164.53
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Amazon (AMZN) 1.5 $6.2M 35k 180.36
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Accenture (ACN) 1.5 $6.2M 18k 346.58
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Exxon Mobil Corporation (XOM) 1.4 $5.8M 50k 116.24
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Colgate-Palmolive Company (CL) 1.4 $5.7M 64k 90.05
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Walt Disney Company (DIS) 1.4 $5.6M 46k 122.34
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Pepsi (PEP) 1.4 $5.6M +2% 32k 175.01
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Comcast Corporation (CMCSA) 1.4 $5.5M 127k 43.34
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CVS Caremark Corporation (CVS) 1.3 $5.4M 68k 79.76
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Bank of New York Mellon Corporation (BK) 1.3 $5.4M 95k 57.61
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Snap-on Incorporated (SNA) 1.3 $5.4M 18k 296.21
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United Parcel Service (UPS) 1.3 $5.4M 36k 148.61
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Intel Corporation (INTC) 1.3 $5.4M +2% 122k 44.16
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Laboratory Corp. of America Holdings 1.3 $5.3M 25k 218.46
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Ishares Inc core msci emkt (IEMG) 1.3 $5.2M 101k 51.60
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Thermo Fisher Scientific (TMO) 1.3 $5.2M 9.0k 581.13
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Lockheed Martin Corporation (LMT) 1.2 $5.0M 11k 454.87
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Coca-Cola Company (KO) 1.2 $4.9M 79k 61.17
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.2 $4.9M -2% 65k 74.21
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SYSCO Corporation (SYY) 1.2 $4.8M 60k 81.17
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Omni (OMC) 1.2 $4.8M 50k 96.75
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Nextera Energy (NEE) 1.1 $4.5M +3% 71k 63.91
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Energy Select Sector SPDR (XLE) 1.1 $4.4M 47k 94.39
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iShares Russell 2000 Index (IWM) 1.1 $4.4M 21k 210.26
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Duke Energy (DUK) 1.1 $4.4M +2% 45k 96.69
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Qorvo (QRVO) 1.0 $4.2M +8% 37k 114.82
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Medtronic (MDT) 1.0 $4.2M 48k 87.14
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Verizon Communications (VZ) 1.0 $4.1M 99k 41.95
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U.S. Bancorp (USB) 1.0 $3.9M +2% 88k 44.70
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ConocoPhillips (COP) 1.0 $3.9M +2% 31k 127.25
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Cintas Corporation (CTAS) 0.9 $3.8M 5.5k 686.98
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Spdr S&p 500 Etf (SPY) 0.9 $3.7M 7.0k 522.97
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Eli Lilly & Co. (LLY) 0.9 $3.4M 4.4k 777.80
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Home Depot (HD) 0.8 $3.4M -5% 8.8k 383.53
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Vanguard Total Stock Market ETF (VTI) 0.8 $3.2M 12k 259.85
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Magna Intl Inc cl a (MGA) 0.8 $3.1M +3% 56k 54.47
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iShares S&P MidCap 400 Index (IJH) 0.7 $3.0M +390% 50k 60.73
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iShares iBoxx $ High Yid Corp Bond (HYG) 0.6 $2.6M 34k 77.71
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Vanguard Small-Cap ETF (VB) 0.6 $2.5M 11k 228.55
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iShares Gold Trust (IAU) 0.5 $2.2M 53k 42.00
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Mkt Vectors Biotech Etf etf (BBH) 0.5 $2.1M 13k 166.26
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iShares NASDAQ Biotechnology Index (IBB) 0.5 $2.0M 15k 137.22
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Alphabet Inc Class C cs (GOOG) 0.4 $1.6M -6% 11k 152.24
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Stryker Corporation (SYK) 0.4 $1.6M 4.4k 357.83
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Johnson & Johnson (JNJ) 0.4 $1.5M 9.7k 158.17
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Chevron Corporation (CVX) 0.3 $1.4M 8.8k 157.70
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SPDR Dow Jones Industrial Average ETF (DIA) 0.3 $1.3M 3.4k 397.62
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Caterpillar (CAT) 0.3 $1.3M 3.5k 366.18
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Oracle Corporation (ORCL) 0.3 $1.3M 10k 125.59
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Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $1.2M 21k 58.63
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Market Vectors Etf High Yield Muni Index etf (HYD) 0.3 $1.2M 23k 52.24
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Vanguard Europe Pacific ETF (VEA) 0.3 $1.1M 22k 50.14
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NVIDIA Corporation (NVDA) 0.3 $1.1M -9% 1.2k 903.42
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Paychex (PAYX) 0.2 $935k 7.6k 122.78
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International Business Machines (IBM) 0.2 $879k 4.6k 190.96
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Fortrea Hldgs (FTRE) 0.2 $865k 22k 40.13
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Illinois Tool Works (ITW) 0.2 $692k 2.6k 268.22
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Vanguard Emerging Markets ETF (VWO) 0.2 $674k -3% 16k 41.74
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Waste Management (WM) 0.2 $658k 3.1k 212.94
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Yum! Brands (YUM) 0.1 $598k 4.3k 138.43
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Emerson Electric (EMR) 0.1 $578k 5.1k 113.33
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iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $545k -3% 17k 32.17
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Marsh & McLennan Companies (MMC) 0.1 $539k 2.6k 205.73
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PPG Industries (PPG) 0.1 $536k 3.7k 144.86
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Danaher Corporation (DHR) 0.1 $518k 2.1k 249.28
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Qualcomm (QCOM) 0.1 $511k 3.0k 169.21
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iShares S&P Growth Allocation Fund (AOR) 0.1 $491k 8.8k 55.62
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3M Company (MMM) 0.1 $466k 4.4k 106.05
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Pfizer (PFE) 0.1 $465k 17k 27.74
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Automatic Data Processing (ADP) 0.1 $428k 1.7k 249.56
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General Electric (GE) 0.1 $423k 2.4k 175.30
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Kimberly-Clark Corporation (KMB) 0.1 $399k 3.1k 129.34
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Invesco S&p 500 Equal Weight Etf (RSP) 0.1 $387k -7% 2.3k 169.37
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Nucor Corporation (NUE) 0.1 $383k 1.9k 197.83
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iShares Lehman Aggregate Bond (AGG) 0.1 $377k +3% 3.9k 97.74
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Genuine Parts Company (GPC) 0.1 $370k 2.4k 154.81
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UnitedHealth (UNH) 0.1 $366k 740.00 494.59
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Invesco Qqq Trust Series 1 (QQQ) 0.1 $362k -5% 817.00 443.08
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Bristol Myers Squibb (BMY) 0.1 $361k 6.7k 54.20
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Amgen (AMGN) 0.1 $351k 1.2k 283.75
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Southern Company (SO) 0.1 $337k 4.7k 71.55
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Boston Properties (BXP) 0.1 $316k 4.9k 65.15
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Masco Corporation (MAS) 0.1 $315k 4.0k 78.75
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iShares S&P Global Technology Sect. (IXN) 0.1 $269k 3.6k 74.72
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Agilent Technologies Inc C ommon (A) 0.1 $267k 1.8k 145.03
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Hp (HPQ) 0.1 $262k 8.7k 30.18
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iShares Russell 1000 Growth Index (IWF) 0.1 $260k -4% 772.00 336.79
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Boeing Company (BA) 0.1 $250k 1.3k 192.31
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Lowe's Companies (LOW) 0.1 $249k 980.00 254.08
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iShares Russell 1000 Index (IWB) 0.1 $221k 768.00 287.76
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General Dynamics Corporation (GD) 0.1 $217k -8% 770.00 281.82
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Worthington Industries (WOR) 0.1 $217k 3.5k 62.00
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Old Dominion Freight Line (ODFL) 0.1 $214k NEW 980.00 218.37
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Costco Wholesale Corporation (COST) 0.1 $212k NEW 290.00 731.03
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Clorox Company (CLX) 0.1 $210k NEW 1.4k 152.73
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Cambridge Heart 0.0 $0 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

View all past filings