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, GOOGL, WMT, and represent 18.94% of Boston Research & Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, XLE, IYK, RSP, PFF, EQIX, AMAT, CHRW, YUMC, CVS.
- Started 5 new stock positions in CHRW, IYK, YUMC, AMAT, CVS.
- Reduced shares in these 10 stocks: BK, WMT, BBH, GOOGL, IBB, CSCO, CMCSA, AAPL, MSFT, GOOG.
- Sold out of its positions in ANET, HPQ, IBB, BBH.
- Boston Research & Management was a net seller of stock by $-22M.
- Boston Research & Management has $434M in assets under management (AUM), dropping by -4.34%.
- Central Index Key (CIK): 0001259261
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Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 5.0 | $22M | +8% | 32k | 684.92 |
|
| Microsoft Corporation (MSFT) | 4.4 | $19M | -5% | 39k | 483.60 |
|
| Apple (AAPL) | 3.4 | $15M | -7% | 54k | 271.86 |
|
| Alphabet Inc Class A cs (GOOGL) | 3.3 | $14M | -10% | 46k | 313.00 |
|
| Wal-Mart Stores (WMT) | 2.9 | $13M | -12% | 113k | 111.40 |
|
| Abbvie (ABBV) | 2.6 | $11M | -4% | 49k | 228.48 |
|
| MasterCard Incorporated (MA) | 2.5 | $11M | -6% | 19k | 570.90 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $11M | -4% | 33k | 322.22 |
|
| Cisco Systems (CSCO) | 2.2 | $9.7M | -12% | 126k | 77.03 |
|
| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $9.1M | 76k | 120.17 |
|
|
| Berkshire Hathaway (BRK.B) | 2.1 | $9.1M | -4% | 18k | 502.62 |
|
| Tractor Supply Company (TSCO) | 1.9 | $8.3M | -4% | 167k | 50.01 |
|
| Fastenal Company (FAST) | 1.9 | $8.1M | -3% | 203k | 40.13 |
|
| Xylem (XYL) | 1.8 | $7.8M | -10% | 58k | 136.18 |
|
| Amazon (AMZN) | 1.8 | $7.7M | -6% | 34k | 230.81 |
|
| Bank of New York Mellon Corporation (BK) | 1.7 | $7.5M | -23% | 65k | 116.08 |
|
| McDonald's Corporation (MCD) | 1.7 | $7.4M | -3% | 24k | 305.60 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $7.3M | -2% | 39k | 186.49 |
|
| Abbott Laboratories (ABT) | 1.6 | $7.1M | -4% | 57k | 125.28 |
|
| Ishares Inc core msci emkt (IEMG) | 1.6 | $7.0M | -2% | 104k | 67.21 |
|
| Merck & Co (MRK) | 1.6 | $6.9M | -2% | 66k | 105.25 |
|
| Exxon Mobil Corporation (XOM) | 1.6 | $6.9M | 57k | 120.33 |
|
|
| Procter & Gamble Company (PG) | 1.6 | $6.8M | -4% | 47k | 143.29 |
|
| Linde (LIN) | 1.5 | $6.5M | -3% | 15k | 426.35 |
|
| Snap-on Incorporated (SNA) | 1.4 | $6.2M | -4% | 18k | 344.57 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.4 | $6.2M | 70k | 89.45 |
|
|
| Thermo Fisher Scientific (TMO) | 1.4 | $6.1M | -3% | 11k | 579.45 |
|
| Nextera Energy (NEE) | 1.4 | $6.0M | -3% | 75k | 80.27 |
|
| Labcorp Holdings (LH) | 1.4 | $5.9M | -2% | 24k | 250.86 |
|
| D.R. Horton (DHI) | 1.4 | $5.9M | -3% | 41k | 144.01 |
|
| Lockheed Martin Corporation (LMT) | 1.3 | $5.5M | -3% | 11k | 483.67 |
|
| Duke Energy (DUK) | 1.2 | $5.3M | 45k | 117.21 |
|
|
| Walt Disney Company (DIS) | 1.2 | $5.3M | 47k | 113.77 |
|
|
| Coca-Cola Company (KO) | 1.2 | $5.2M | -4% | 75k | 69.90 |
|
| U.S. Bancorp (USB) | 1.2 | $5.1M | -3% | 95k | 53.36 |
|
| SYSCO Corporation (SYY) | 1.1 | $5.0M | 68k | 73.68 |
|
|
| iShares Russell 2000 Index (IWM) | 1.1 | $4.9M | -4% | 20k | 246.15 |
|
| Accenture (ACN) | 1.1 | $4.9M | -7% | 18k | 268.30 |
|
| Pepsi (PEP) | 1.1 | $4.9M | -5% | 34k | 143.50 |
|
| Spdr S&p 500 Etf (SPY) | 1.1 | $4.8M | 7.0k | 681.81 |
|
|
| Colgate-Palmolive Company (CL) | 1.1 | $4.7M | -6% | 60k | 79.02 |
|
| Medtronic (MDT) | 1.1 | $4.7M | -3% | 49k | 96.05 |
|
| General Mills (GIS) | 1.1 | $4.7M | -13% | 100k | 46.49 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $4.5M | 4.1k | 1074.49 |
|
|
| Verizon Communications (VZ) | 1.0 | $4.4M | 109k | 40.73 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 1.0 | $4.2M | 12k | 335.22 |
|
|
| United Parcel Service (UPS) | 0.9 | $3.9M | -12% | 39k | 99.17 |
|
| ConocoPhillips (COP) | 0.9 | $3.9M | +2% | 41k | 93.59 |
|
| Cintas Corporation (CTAS) | 0.9 | $3.8M | 20k | 188.06 |
|
|
| Omni (OMC) | 0.9 | $3.8M | -4% | 47k | 80.74 |
|
| iShares Gold Trust (IAU) | 0.9 | $3.8M | -5% | 47k | 81.16 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $3.6M | -18% | 10k | 349.99 |
|
| iShares S&P MidCap 400 Index (IJH) | 0.8 | $3.5M | +2% | 52k | 65.98 |
|
| Energy Select Sector SPDR (XLE) | 0.8 | $3.4M | +77% | 76k | 44.70 |
|
| Home Depot (HD) | 0.7 | $3.0M | 8.8k | 344.01 |
|
|
| Equinix (EQIX) | 0.7 | $3.0M | +15% | 3.9k | 765.91 |
|
| Comcast Corporation (CMCSA) | 0.7 | $2.9M | -30% | 97k | 29.89 |
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.6M | 32k | 80.61 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.5 | $2.2M | -15% | 8.4k | 257.94 |
|
| Alphabet Inc Class C cs (GOOG) | 0.5 | $2.0M | -32% | 6.5k | 313.77 |
|
| Caterpillar (CAT) | 0.5 | $2.0M | 3.5k | 572.82 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $2.0M | 9.6k | 206.91 |
|
|
| Oracle Corporation (ORCL) | 0.4 | $1.9M | 9.8k | 194.82 |
|
|
| Stryker Corporation (SYK) | 0.4 | $1.5M | 4.4k | 351.40 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.3M | 20k | 62.44 |
|
|
| Independent Bank (INDB) | 0.3 | $1.2M | 17k | 73.07 |
|
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.3 | $1.2M | +98% | 6.3k | 191.54 |
|
| Chevron Corporation (CVX) | 0.3 | $1.2M | -7% | 7.9k | 152.40 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | -7% | 16k | 73.53 |
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $986k | -14% | 2.1k | 480.51 |
|
| International Business Machines (IBM) | 0.2 | $965k | 3.3k | 296.01 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $964k | +123% | 31k | 30.94 |
|
| Paychex (PAYX) | 0.2 | $847k | 7.6k | 112.11 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $750k | 14k | 53.71 |
|
|
| General Electric (GE) | 0.2 | $730k | 2.4k | 307.63 |
|
|
| 3M Company (MMM) | 0.2 | $703k | 4.4k | 159.99 |
|
|
| iShares Dow Jones US Consumer Goods (IYK) | 0.2 | $702k | NEW | 11k | 66.86 |
|
| Waste Management (WM) | 0.2 | $678k | 3.1k | 219.42 |
|
|
| Emerson Electric (EMR) | 0.2 | $676k | 5.1k | 132.55 |
|
|
| Yum! Brands (YUM) | 0.2 | $653k | 4.3k | 151.16 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $635k | 2.6k | 246.12 |
|
|
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.1 | $625k | -9% | 12k | 51.06 |
|
| Tesla Motors (TSLA) | 0.1 | $568k | 1.3k | 449.01 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $518k | 844.00 | 613.74 |
|
|
| Qualcomm (QCOM) | 0.1 | $516k | 3.0k | 170.86 |
|
|
| Marsh & McLennan Companies | 0.1 | $486k | 2.6k | 185.50 |
|
|
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $471k | 4.7k | 99.77 |
|
|
| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $452k | 7.0k | 64.98 |
|
|
| Danaher Corporation (DHR) | 0.1 | $439k | 1.9k | 228.88 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $419k | 1.6k | 257.06 |
|
|
| Southern Company (SO) | 0.1 | $410k | 4.7k | 87.05 |
|
|
| Amgen (AMGN) | 0.1 | $404k | 1.2k | 326.60 |
|
|
| Ge Vernova (GEV) | 0.1 | $392k | 600.00 | 653.33 |
|
|
| PPG Industries (PPG) | 0.1 | $379k | 3.7k | 102.43 |
|
|
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $378k | 3.6k | 105.00 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $359k | 6.7k | 53.90 |
|
|
| Boston Properties (BXP) | 0.1 | $327k | 4.9k | 67.42 |
|
|
| Pfizer (PFE) | 0.1 | $318k | -14% | 13k | 24.85 |
|
| Nucor Corporation (NUE) | 0.1 | $315k | 1.9k | 162.71 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $304k | 643.00 | 472.78 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $299k | 1.6k | 182.87 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $298k | -2% | 3.0k | 100.85 |
|
| American Express Company (AXP) | 0.1 | $295k | 800.00 | 368.75 |
|
|
| Genuine Parts Company (GPC) | 0.1 | $293k | 2.4k | 122.59 |
|
|
| iShares Russell 1000 Index (IWB) | 0.1 | $286k | 768.00 | 372.40 |
|
|
| Boeing Company (BA) | 0.1 | $282k | 1.3k | 216.92 |
|
|
| Goldman Sachs (GS) | 0.1 | $263k | 300.00 | 876.67 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $259k | 770.00 | 336.36 |
|
|
| Masco Corporation (MAS) | 0.1 | $253k | 4.0k | 63.25 |
|
|
| Applied Materials (AMAT) | 0.1 | $250k | NEW | 975.00 | 256.41 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $250k | -25% | 290.00 | 862.07 |
|
| UnitedHealth (UNH) | 0.1 | $244k | 740.00 | 329.73 |
|
|
| Lowe's Companies (LOW) | 0.1 | $236k | 980.00 | 240.82 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $236k | 1.7k | 135.87 |
|
|
| C.H. Robinson Worldwide (CHRW) | 0.1 | $223k | NEW | 1.4k | 160.43 |
|
| Yum China Holdings (YUMC) | 0.0 | $209k | NEW | 4.4k | 47.62 |
|
| AFLAC Incorporated (AFL) | 0.0 | $207k | 1.9k | 110.11 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $201k | NEW | 2.5k | 79.17 |
|
| Wec Energy Group (WEC) | 0.0 | $200k | 1.9k | 105.15 |
|
|
| Empire St Rlty Op L P unit ltd prtnsp (ESBA) | 0.0 | $67k | 11k | 6.23 |
|
Past Filings by Boston Research & Management
SEC 13F filings are viewable for Boston Research & Management going back to 2010
- Boston Research & Management 2025 Q4 filed Feb. 11, 2026
- 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