Boston Research and Management as of Sept. 30, 2011
Portfolio Holdings for Boston Research and Management
Boston Research and Management holds 71 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 3.4 | $2.8M | 38k | 72.63 | |
Johnson & Johnson (JNJ) | 3.1 | $2.6M | 40k | 63.69 | |
Procter & Gamble Company (PG) | 3.1 | $2.6M | 40k | 63.18 | |
Coca-Cola Company (KO) | 3.0 | $2.5M | 37k | 67.56 | |
Wal-Mart Stores (WMT) | 3.0 | $2.4M | 47k | 51.90 | |
Microsoft Corporation (MSFT) | 2.7 | $2.2M | 89k | 24.89 | |
iShares Russell 2000 Index (IWM) | 2.6 | $2.1M | 33k | 64.30 | |
Colgate-Palmolive Company (CL) | 2.4 | $2.0M | 22k | 88.68 | |
McDonald's Corporation (MCD) | 2.4 | $2.0M | 22k | 87.82 | |
Pepsi (PEP) | 2.4 | $1.9M | 32k | 61.90 | |
General Electric Company | 2.3 | $1.9M | 124k | 15.22 | |
Clorox Company (CLX) | 2.3 | $1.9M | 28k | 66.33 | |
3M Company (MMM) | 2.2 | $1.8M | 25k | 71.79 | |
Cisco Systems (CSCO) | 2.2 | $1.8M | 115k | 15.50 | |
CVS Caremark Corporation (CVS) | 2.1 | $1.7M | 52k | 33.59 | |
iShares Gold Trust | 2.1 | $1.7M | 108k | 15.83 | |
United Technologies Corporation | 2.1 | $1.7M | 24k | 70.36 | |
Medtronic | 1.9 | $1.5M | 46k | 33.24 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.9 | $1.5M | 43k | 35.09 | |
Utilities SPDR (XLU) | 1.8 | $1.5M | 45k | 33.62 | |
Spdr S&p 500 Etf (SPY) | 1.8 | $1.5M | 13k | 113.15 | |
Berkshire Hathaway (BRK.B) | 1.8 | $1.5M | 21k | 71.04 | |
Automatic Data Processing (ADP) | 1.8 | $1.5M | 31k | 47.15 | |
Pfizer (PFE) | 1.8 | $1.5M | 83k | 17.68 | |
Waste Management (WM) | 1.8 | $1.4M | 44k | 32.56 | |
Wells Fargo & Company (WFC) | 1.7 | $1.4M | 59k | 24.12 | |
iShares MSCI EAFE Index Fund (EFA) | 1.7 | $1.4M | 29k | 47.78 | |
Comcast Corporation | 1.7 | $1.4M | 67k | 20.72 | |
1.6 | $1.3M | 2.5k | 515.04 | ||
Laboratory Corp. of America Holdings | 1.6 | $1.3M | 16k | 79.05 | |
Abbott Laboratories (ABT) | 1.5 | $1.2M | 24k | 51.14 | |
At&t (T) | 1.5 | $1.2M | 43k | 28.52 | |
Hsbc Usa Inc s^p cti etn 23 | 1.5 | $1.2M | 160k | 7.50 | |
Itt | 1.5 | $1.2M | 29k | 42.00 | |
Chevron Corporation (CVX) | 1.4 | $1.2M | 13k | 92.59 | |
Covidien | 1.4 | $1.1M | 26k | 44.10 | |
iShares MSCI Canada Index (EWC) | 1.4 | $1.1M | 45k | 25.49 | |
Bank of New York Mellon Corporation (BK) | 1.4 | $1.1M | 61k | 18.59 | |
Vanguard Small-Cap ETF (VB) | 1.3 | $1.1M | 18k | 61.37 | |
MasterCard Incorporated (MA) | 1.3 | $1.1M | 3.4k | 317.16 | |
Omni (OMC) | 1.2 | $956k | 26k | 36.84 | |
Genuine Parts Company (GPC) | 1.1 | $925k | 18k | 50.80 | |
United Parcel Service (UPS) | 1.1 | $916k | 15k | 63.15 | |
Accenture (ACN) | 1.1 | $912k | 17k | 52.68 | |
iShares S&P SmallCap 600 Index (IJR) | 1.1 | $896k | 15k | 58.54 | |
Fastenal Company (FAST) | 0.9 | $769k | 23k | 33.28 | |
Western Union Company (WU) | 0.9 | $766k | 50k | 15.29 | |
Oil Service HOLDRs | 0.9 | $753k | 7.3k | 103.11 | |
Energy Select Sector SPDR (XLE) | 0.9 | $744k | 13k | 58.51 | |
ConocoPhillips (COP) | 0.9 | $740k | 12k | 63.32 | |
Vanguard Total Stock Market ETF (VTI) | 0.8 | $674k | 12k | 57.72 | |
iShares S&P Growth Allocation Fund (AOR) | 0.8 | $624k | 21k | 29.41 | |
International Business Machines (IBM) | 0.7 | $581k | 3.3k | 174.89 | |
Jp Morgan Alerian Mlp Index | 0.6 | $512k | 15k | 34.05 | |
Progress Energy | 0.6 | $485k | 9.4k | 51.72 | |
Intel Corporation (INTC) | 0.6 | $478k | 22k | 21.34 | |
Broadridge Financial Solutions (BR) | 0.6 | $449k | 22k | 20.14 | |
Boston Properties (BXP) | 0.5 | $435k | 4.9k | 89.10 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.5 | $429k | 11k | 38.72 | |
Biotech HOLDRs | 0.5 | $380k | 3.9k | 97.35 | |
Home Depot (HD) | 0.4 | $337k | 10k | 32.87 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $312k | 4.4k | 71.01 | |
Merck & Co (MRK) | 0.4 | $305k | 9.3k | 32.70 | |
Hewlett-Packard Company | 0.4 | $296k | 13k | 22.45 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $273k | 9.1k | 30.12 | |
Walt Disney Company (DIS) | 0.3 | $265k | 8.8k | 30.16 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $231k | 3.2k | 71.50 | |
H.J. Heinz Company | 0.3 | $234k | 4.6k | 50.48 | |
Stryker Corporation (SYK) | 0.3 | $223k | 4.7k | 47.13 | |
Yum! Brands (YUM) | 0.3 | $213k | 4.3k | 49.39 | |
Paychex (PAYX) | 0.2 | $208k | 7.9k | 26.37 |