Boston Research and Management
Latest statistics and disclosures from Boston Research & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, WMT, MSFT, GOOGL, AAPL, and represent 17.01% of Boston Research & Management's stock portfolio.
- Added to shares of these 10 stocks: ADBE, CMCSA, LLY, UPS, ABT, GIS, LIN, ADM, TXN, EQIX.
- Started 2 new stock positions in TXN, ADM.
- Reduced shares in these 10 stocks: IVV, MA, AAPL, MSFT, IYK, XOM, YUM, GOOGL, GOOG, GE.
- Sold out of its positions in A, BA, CHRW, CVS, ESBA, IYK, YUM, YUMC.
- Boston Research & Management was a net seller of stock by $-8.1M.
- Boston Research & Management has $421M in assets under management (AUM), dropping by -2.93%.
- Central Index Key (CIK): 0001259261
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Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 114 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 4.5 | $19M | -8% | 29k | 653.20 |
|
| Wal-Mart Stores (WMT) | 3.3 | $14M | -2% | 110k | 124.28 |
|
| Microsoft Corporation (MSFT) | 3.2 | $14M | -5% | 37k | 370.16 |
|
| Alphabet Inc Class A cs (GOOGL) | 3.0 | $13M | -3% | 44k | 287.56 |
|
| Apple (AAPL) | 3.0 | $13M | -7% | 50k | 253.77 |
|
| Abbvie (ABBV) | 2.5 | $11M | 48k | 217.48 |
|
|
| Cisco Systems (CSCO) | 2.3 | $9.7M | 126k | 77.59 |
|
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| JPMorgan Chase & Co. (JPM) | 2.3 | $9.5M | -2% | 32k | 294.16 |
|
| iShares S&P SmallCap 600 Index (IJR) | 2.2 | $9.4M | 76k | 124.30 |
|
|
| Fastenal Company (FAST) | 2.2 | $9.3M | 201k | 46.40 |
|
|
| Exxon Mobil Corporation (XOM) | 2.1 | $9.0M | -6% | 53k | 169.65 |
|
| Berkshire Hathaway (BRK.B) | 2.0 | $8.5M | -2% | 18k | 479.18 |
|
| MasterCard Incorporated (MA) | 2.0 | $8.4M | -12% | 17k | 499.64 |
|
| Merck & Co (MRK) | 1.9 | $8.0M | 67k | 120.28 |
|
|
| Linde (LIN) | 1.9 | $7.8M | +2% | 16k | 495.75 |
|
| Tractor Supply Company (TSCO) | 1.8 | $7.7M | 170k | 45.30 |
|
|
| Bank of New York Mellon Corporation (BK) | 1.8 | $7.7M | 65k | 118.63 |
|
|
| McDonald's Corporation (MCD) | 1.8 | $7.5M | 24k | 310.76 |
|
|
| Ishares Inc core msci emkt (IEMG) | 1.7 | $7.2M | 103k | 69.74 |
|
|
| Amazon (AMZN) | 1.7 | $7.0M | 34k | 208.25 |
|
|
| Nextera Energy (NEE) | 1.6 | $6.9M | 74k | 92.87 |
|
|
| NVIDIA Corporation (NVDA) | 1.6 | $6.8M | 39k | 174.39 |
|
|
| Procter & Gamble Company (PG) | 1.6 | $6.8M | 47k | 144.43 |
|
|
| Lockheed Martin Corporation (LMT) | 1.6 | $6.7M | 11k | 604.34 |
|
|
| Xylem (XYL) | 1.6 | $6.7M | -2% | 56k | 119.50 |
|
| Snap-on Incorporated (SNA) | 1.5 | $6.5M | 18k | 363.21 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.5 | $6.3M | 70k | 90.52 |
|
|
| Labcorp Holdings (LH) | 1.5 | $6.2M | 23k | 266.82 |
|
|
| Abbott Laboratories (ABT) | 1.5 | $6.1M | +5% | 60k | 102.65 |
|
| Duke Energy (DUK) | 1.4 | $6.0M | 46k | 130.93 |
|
|
| Coca-Cola Company (KO) | 1.3 | $5.6M | 74k | 76.04 |
|
|
| D.R. Horton (DHI) | 1.3 | $5.5M | 40k | 137.21 |
|
|
| ConocoPhillips (COP) | 1.3 | $5.5M | 42k | 131.98 |
|
|
| Verizon Communications (VZ) | 1.3 | $5.4M | 108k | 50.20 |
|
|
| Thermo Fisher Scientific (TMO) | 1.3 | $5.3M | +2% | 11k | 491.49 |
|
| Pepsi (PEP) | 1.2 | $5.2M | 34k | 155.26 |
|
|
| Colgate-Palmolive Company (CL) | 1.2 | $5.2M | 61k | 85.22 |
|
|
| U.S. Bancorp (USB) | 1.2 | $4.9M | 95k | 52.00 |
|
|
| SYSCO Corporation (SYY) | 1.1 | $4.8M | 68k | 71.32 |
|
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| Walt Disney Company (DIS) | 1.1 | $4.7M | +3% | 48k | 96.37 |
|
| iShares Russell 2000 Index (IWM) | 1.1 | $4.6M | -7% | 19k | 247.99 |
|
| Energy Select Sector SPDR (XLE) | 1.1 | $4.6M | 75k | 61.26 |
|
|
| Spdr S&p 500 Etf (SPY) | 1.1 | $4.6M | 7.0k | 650.30 |
|
|
| Eli Lilly & Co. (LLY) | 1.1 | $4.4M | +16% | 4.8k | 919.72 |
|
| Medtronic (MDT) | 1.0 | $4.4M | +3% | 51k | 86.63 |
|
| United Parcel Service (UPS) | 1.0 | $4.2M | +8% | 42k | 98.36 |
|
| iShares Gold Trust (IAU) | 1.0 | $4.1M | 47k | 88.16 |
|
|
| Equinix (EQIX) | 1.0 | $4.0M | +4% | 4.1k | 980.03 |
|
| General Mills (GIS) | 1.0 | $4.0M | +7% | 108k | 37.21 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $4.0M | 12k | 320.76 |
|
|
| Omni (OMC) | 0.8 | $3.5M | 47k | 75.31 |
|
|
| Comcast Corporation (CMCSA) | 0.8 | $3.5M | +26% | 123k | 28.70 |
|
| Accenture (ACN) | 0.8 | $3.5M | -3% | 18k | 198.24 |
|
| Cintas Corporation (CTAS) | 0.8 | $3.4M | 20k | 169.12 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 0.8 | $3.4M | -3% | 51k | 67.51 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $3.3M | +33% | 14k | 243.08 |
|
| Home Depot (HD) | 0.7 | $2.9M | 8.8k | 328.79 |
|
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.6M | 32k | 79.53 |
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|
| Caterpillar (CAT) | 0.6 | $2.5M | 3.5k | 708.45 |
|
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| Johnson & Johnson (JNJ) | 0.6 | $2.3M | 9.6k | 244.36 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.5 | $2.2M | 8.4k | 261.84 |
|
|
| Chevron Corporation (CVX) | 0.4 | $1.6M | -2% | 7.7k | 206.87 |
|
| Alphabet Inc Class C cs (GOOG) | 0.3 | $1.4M | -21% | 5.0k | 286.79 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.4M | 9.7k | 147.09 |
|
|
| Stryker Corporation (SYK) | 0.3 | $1.4M | 4.4k | 328.43 |
|
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| Independent Bank (INDB) | 0.3 | $1.3M | 17k | 75.19 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.2M | -2% | 20k | 64.06 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | 16k | 75.06 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $956k | 32k | 30.32 |
|
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.2 | $891k | -26% | 4.6k | 191.74 |
|
| International Business Machines (IBM) | 0.2 | $790k | 3.3k | 242.33 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $754k | 14k | 54.00 |
|
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $753k | -20% | 1.6k | 462.81 |
|
| Waste Management (WM) | 0.2 | $710k | 3.1k | 229.77 |
|
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| Paychex (PAYX) | 0.2 | $695k | 7.6k | 91.99 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $671k | 2.6k | 260.08 |
|
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| Emerson Electric (EMR) | 0.2 | $668k | 5.1k | 130.98 |
|
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| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.1 | $613k | 12k | 50.08 |
|
|
| 3M Company (MMM) | 0.1 | $593k | -7% | 4.1k | 145.13 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $499k | +2% | 864.00 | 577.55 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $474k | 4.8k | 99.10 |
|
|
| Tesla Motors (TSLA) | 0.1 | $470k | 1.3k | 371.54 |
|
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| Southern Company (SO) | 0.1 | $454k | 4.7k | 96.39 |
|
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| Marsh & McLennan Companies (MRSH) | 0.1 | $454k | 2.6k | 173.28 |
|
|
| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $450k | 7.0k | 64.28 |
|
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| Amgen (AMGN) | 0.1 | $435k | 1.2k | 351.66 |
|
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| Bristol Myers Squibb (BMY) | 0.1 | $403k | 6.7k | 60.51 |
|
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| PPG Industries (PPG) | 0.1 | $395k | 3.7k | 106.76 |
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| Qualcomm (QCOM) | 0.1 | $388k | 3.0k | 128.48 |
|
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| Danaher Corporation (DHR) | 0.1 | $363k | 1.9k | 189.26 |
|
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| iShares S&P Global Technology Sect. (IXN) | 0.1 | $359k | 3.6k | 99.72 |
|
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| Pfizer (PFE) | 0.1 | $337k | -6% | 12k | 28.06 |
|
| Automatic Data Processing (ADP) | 0.1 | $331k | 1.6k | 203.07 |
|
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| Nucor Corporation (NUE) | 0.1 | $327k | 1.9k | 168.91 |
|
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| Raytheon Technologies Corp (RTX) | 0.1 | $315k | 1.6k | 192.66 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $288k | 290.00 | 993.10 |
|
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| Kimberly-Clark Corporation (KMB) | 0.1 | $285k | 3.0k | 96.45 |
|
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $274k | 643.00 | 426.13 |
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| General Electric (GE) | 0.1 | $273k | -59% | 965.00 | 282.90 |
|
| iShares Russell 1000 Index (IWB) | 0.1 | $273k | 768.00 | 355.47 |
|
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| Applied Materials (AMAT) | 0.1 | $271k | -18% | 795.00 | 340.88 |
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| General Dynamics Corporation (GD) | 0.1 | $264k | 770.00 | 342.86 |
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| Goldman Sachs (GS) | 0.1 | $253k | 300.00 | 843.33 |
|
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| Boston Properties (BXP) | 0.1 | $251k | 4.9k | 51.75 |
|
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| American Express Company (AXP) | 0.1 | $241k | 800.00 | 301.25 |
|
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| Masco Corporation (MAS) | 0.1 | $241k | 4.0k | 60.25 |
|
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| Lowe's Companies (LOW) | 0.1 | $231k | 980.00 | 235.71 |
|
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| Genuine Parts Company (GPC) | 0.1 | $227k | -10% | 2.2k | 105.58 |
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| Wec Energy Group (WEC) | 0.1 | $220k | 1.9k | 115.67 |
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| Ge Vernova (GEV) | 0.1 | $217k | -58% | 249.00 | 871.49 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $209k | NEW | 2.9k | 72.57 |
|
| AFLAC Incorporated (AFL) | 0.0 | $206k | 1.9k | 109.57 |
|
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| Texas Instruments Incorporated (TXN) | 0.0 | $205k | NEW | 1.1k | 193.40 |
|
| UnitedHealth (UNH) | 0.0 | $200k | 740.00 | 270.27 |
|
Past Filings by Boston Research & Management
SEC 13F filings are viewable for Boston Research & Management going back to 2010
- 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
- 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