Boston Research and Management
Latest statistics and disclosures from Boston Research & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GOOGL, CSCO, AAPL, MSFT, and represent 17.60% of Boston Research & Management's stock portfolio.
- Added to shares of these 10 stocks: LOW, INTC, IWF, VXF, A, CWB, ODFL, CB, XYL, TMO.
- Started 6 new stock positions in INTC, VXF, A, CB, ODFL, CWB.
- Reduced shares in these 10 stocks: WMT, GOOGL, IEMG, CSCO, AAPL, BRK.B, IVV, IWM, GIS, CAT.
- Boston Research & Management was a net buyer of stock by $3.3M.
- Boston Research & Management has $453M in assets under management (AUM), dropping by -46.70%.
- Central Index Key (CIK): 0001259261
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Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 121 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $22M | 29k | 748.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $16M | 43k | 357.37 |
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| Cisco Systems (CSCO) | 3.2 | $15M | 124k | 117.46 |
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| Apple (AAPL) | 3.1 | $14M | 49k | 289.36 |
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| Microsoft Corporation (MSFT) | 3.0 | $14M | 37k | 373.02 |
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| Wal-Mart Stores (WMT) | 2.7 | $12M | -2% | 108k | 113.26 |
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| Abbvie (ABBV) | 2.7 | $12M | 48k | 251.64 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $11M | 75k | 148.31 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $11M | 32k | 327.33 |
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| Fastenal Company (FAST) | 2.1 | $9.6M | 200k | 48.03 |
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| Bank of New York Mellon Corporation (BNY) | 2.0 | $9.2M | 64k | 144.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $8.7M | 17k | 500.39 |
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| Mastercard Incorporated Cl A (MA) | 1.9 | $8.5M | 17k | 513.60 |
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| Merck & Co (MRK) | 1.9 | $8.5M | 66k | 128.50 |
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| Ishares Core Msci Emkt (IEMG) | 1.8 | $8.3M | -2% | 101k | 82.84 |
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| Linde SHS (LIN) | 1.8 | $8.1M | 16k | 518.94 |
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| Amazon (AMZN) | 1.8 | $8.0M | 33k | 238.34 |
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| NVIDIA Corporation (NVDA) | 1.7 | $7.7M | 39k | 200.09 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $7.2M | 53k | 136.72 |
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| Snap-on Incorporated (SNA) | 1.6 | $7.1M | 18k | 402.40 |
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| Procter & Gamble Company (PG) | 1.5 | $6.9M | 47k | 146.64 |
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| Xylem (XYL) | 1.5 | $6.7M | 57k | 118.21 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $6.6M | 69k | 96.58 |
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| D.R. Horton (DHI) | 1.4 | $6.5M | 40k | 162.88 |
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| Labcorp Holdings Com Shs (LH) | 1.4 | $6.5M | 23k | 280.00 |
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| McDonald's Corporation (MCD) | 1.4 | $6.5M | 24k | 270.30 |
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| Nextera Energy (NEE) | 1.4 | $6.5M | 74k | 87.77 |
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| Coca-Cola Company (KO) | 1.3 | $6.0M | 74k | 81.27 |
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| Eli Lilly & Co. (LLY) | 1.3 | $5.8M | 4.8k | 1199.43 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $5.8M | 46k | 126.58 |
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| SYSCO Corporation (SYY) | 1.3 | $5.7M | 69k | 83.58 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $5.7M | 11k | 509.47 |
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| Us Bancorp Com New (USB) | 1.3 | $5.7M | 94k | 60.40 |
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| Colgate-Palmolive Company (CL) | 1.2 | $5.5M | 61k | 91.68 |
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| Albemarle Corp 7.25% Dep Shs A (ALB.PA) | 1.2 | $5.5M | 100k | 55.35 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $5.5M | 11k | 501.36 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $5.4M | -2% | 18k | 300.45 |
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| Abbott Laboratories (ABT) | 1.2 | $5.4M | 60k | 90.74 |
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| Tractor Supply Company (TSCO) | 1.2 | $5.4M | 169k | 31.61 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $5.2M | 7.0k | 746.80 |
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| Lowe's Companies (LOW) | 1.1 | $5.0M | +2220% | 23k | 220.49 |
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| Pepsi (PEP) | 1.0 | $4.6M | 34k | 135.40 |
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| Verizon Communications (VZ) | 1.0 | $4.6M | 108k | 42.34 |
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| Walt Disney Company (DIS) | 1.0 | $4.6M | 48k | 96.25 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $4.6M | 12k | 370.04 |
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| United Parcel Svcs CL B (UPS) | 1.0 | $4.6M | 42k | 107.50 |
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| ConocoPhillips (COP) | 1.0 | $4.3M | 41k | 103.96 |
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| Equinix (EQIX) | 0.9 | $4.2M | 4.1k | 1042.39 |
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| Medtronic SHS (MDT) | 0.9 | $4.0M | 51k | 78.23 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.9 | $4.0M | 74k | 53.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $3.9M | 50k | 77.11 |
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| General Mills (GIS) | 0.8 | $3.6M | -3% | 104k | 34.80 |
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| Caterpillar (CAT) | 0.8 | $3.6M | -3% | 3.4k | 1064.90 |
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| Ishares Gold Tr Ishares New (IAU) | 0.8 | $3.5M | 47k | 75.51 |
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| Cintas Corporation (CTAS) | 0.8 | $3.4M | 20k | 170.08 |
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| Omni (OMC) | 0.7 | $3.4M | -2% | 46k | 72.83 |
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| Home Depot (HD) | 0.7 | $3.1M | 8.8k | 352.68 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $3.1M | 125k | 24.55 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $2.8M | 14k | 205.01 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.5M | 32k | 79.97 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.5M | 8.3k | 303.12 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.4M | 9.6k | 253.97 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.2M | 18k | 124.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | -2% | 4.9k | 353.35 |
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| Independent Bank (INDB) | 0.3 | $1.4M | 17k | 83.72 |
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| Oracle Corporation (ORCL) | 0.3 | $1.4M | 9.6k | 146.55 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.4M | 20k | 71.25 |
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| Stryker Corporation (SYK) | 0.3 | $1.4M | 4.4k | 314.84 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.3M | 16k | 83.75 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | 7.7k | 165.76 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.0M | 4.7k | 212.75 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $948k | 31k | 30.49 |
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| International Business Machines (IBM) | 0.2 | $917k | 3.3k | 281.25 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $850k | 1.6k | 522.39 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $834k | 14k | 59.69 |
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| Paychex (PAYX) | 0.2 | $743k | 7.6k | 98.33 |
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| Emerson Electric (EMR) | 0.2 | $730k | 5.1k | 143.15 |
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| Illinois Tool Works (ITW) | 0.2 | $698k | 2.6k | 270.47 |
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| Waste Management (WM) | 0.2 | $689k | 3.1k | 222.88 |
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| 3M Company (MMM) | 0.1 | $662k | 4.1k | 161.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $624k | 847.00 | 736.18 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $603k | -4% | 12k | 51.51 |
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| Applied Materials (AMAT) | 0.1 | $575k | 795.00 | 723.00 |
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| Qualcomm (QCOM) | 0.1 | $558k | 3.0k | 184.79 |
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| Tesla Motors (TSLA) | 0.1 | $532k | 1.3k | 420.60 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $520k | 3.6k | 144.48 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $491k | 7.1k | 69.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $458k | -3% | 4.6k | 98.99 |
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| Southern Company (SO) | 0.1 | $451k | 4.7k | 95.71 |
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| PPG Industries (PPG) | 0.1 | $449k | 3.7k | 121.29 |
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| Amgen (AMGN) | 0.1 | $448k | 1.2k | 362.12 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $437k | 2.6k | 166.67 |
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| Nucor Corporation (NUE) | 0.1 | $431k | 1.9k | 222.75 |
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| Bristol Myers Squibb (BMY) | 0.1 | $384k | 6.7k | 57.62 |
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| Intel Corporation (INTC) | 0.1 | $377k | NEW | 2.7k | 139.63 |
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| Danaher Corporation (DHR) | 0.1 | $365k | 1.9k | 190.48 |
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| Automatic Data Processing (ADP) | 0.1 | $365k | 1.6k | 223.95 |
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| Ge Aerospace Com New (GE) | 0.1 | $361k | 965.00 | 373.73 |
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| Masco Corporation (MAS) | 0.1 | $326k | 4.0k | 81.37 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $324k | 3.0k | 109.77 |
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| Boston Properties (BXP) | 0.1 | $322k | 4.9k | 66.31 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $316k | 1.1k | 298.07 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $315k | 768.00 | 409.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $313k | +291% | 2.5k | 124.17 |
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| UnitedHealth (UNH) | 0.1 | $308k | 740.00 | 415.63 |
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| Goldman Sachs (GS) | 0.1 | $303k | 300.00 | 1011.37 |
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| Ge Vernova (GEV) | 0.1 | $293k | 249.00 | 1174.86 |
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| Pfizer (PFE) | 0.1 | $289k | 12k | 24.08 |
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| General Dynamics Corporation (GD) | 0.1 | $273k | 770.00 | 354.24 |
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| Costco Wholesale Corporation (COST) | 0.1 | $271k | 290.00 | 935.47 |
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| American Express Company (AXP) | 0.1 | $271k | 800.00 | 338.25 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $262k | -15% | 1.4k | 189.73 |
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| Genuine Parts Company (GPC) | 0.1 | $236k | -6% | 2.0k | 117.98 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $233k | NEW | 945.00 | 246.21 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $231k | NEW | 1.7k | 132.83 |
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| Wec Energy Group (WEC) | 0.0 | $222k | 1.9k | 116.77 |
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| AFLAC Incorporated (AFL) | 0.0 | $220k | 1.9k | 117.25 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $220k | 2.9k | 76.40 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $217k | NEW | 2.0k | 107.82 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $212k | NEW | 980.00 | 216.60 |
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| Chubb (CB) | 0.0 | $201k | NEW | 590.00 | 340.74 |
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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 Q4 amended filed Sept. 11, 2026
- Boston Research & Management 2025 Q1 amended filed Sept. 9, 2026
- Boston Research & Management 2025 Q2 amended filed Sept. 4, 2026
- Boston Research & Management 2025 Q3 amended filed Sept. 1, 2026
- Boston Research & Management 2025 Q4 amended filed Aug. 27, 2026
- Boston Research & Management 2026 Q1 amended filed Aug. 26, 2026
- Boston Research & Management 2026 Q2 filed Aug. 11, 2026
- Boston Research & Management 2026 Q1 filed April 10, 2026
- 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