Boston Research & Management as of March 31, 2020
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 92 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.1 | $10M | 64k | 157.69 | |
| iShares S&P 500 Index (IVV) | 4.0 | $7.9M | 31k | 258.38 | |
| MasterCard Incorporated (MA) | 2.8 | $5.6M | 23k | 241.54 | |
| Wal-Mart Stores (WMT) | 2.7 | $5.4M | 48k | 113.62 | |
| Cisco Systems (CSCO) | 2.7 | $5.4M | 138k | 39.31 | |
| Fastenal Company (FAST) | 2.5 | $5.0M | 161k | 31.25 | |
| General Mills (GIS) | 2.5 | $5.0M | 95k | 52.76 | |
| Apple (AAPL) | 2.5 | $4.9M | 19k | 254.28 | |
| Intel Corporation (INTC) | 2.4 | $4.9M | 90k | 54.11 | |
| Abbott Laboratories (ABT) | 2.4 | $4.8M | 60k | 78.90 | |
| Procter & Gamble Company (PG) | 2.3 | $4.7M | 43k | 109.98 | |
| Abbvie (ABBV) | 2.2 | $4.4M | 58k | 76.18 | |
| Pepsi (PEP) | 2.2 | $4.4M | 37k | 120.10 | |
| Xylem (XYL) | 2.2 | $4.3M | 66k | 65.12 | |
| Accenture (ACN) | 2.2 | $4.3M | 26k | 163.25 | |
| McDonald's Corporation (MCD) | 2.1 | $4.1M | 25k | 165.32 | |
| Tractor Supply Company (TSCO) | 2.0 | $4.0M | 48k | 84.55 | |
| Medtronic (MDT) | 2.0 | $4.0M | 44k | 90.17 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.0 | $4.0M | 71k | 56.11 | |
| Berkshire Hathaway (BRK.B) | 1.9 | $3.8M | 21k | 182.82 | |
| Colgate-Palmolive Company (CL) | 1.9 | $3.8M | 58k | 66.36 | |
| Verizon Communications (VZ) | 1.9 | $3.8M | 71k | 53.72 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $3.8M | 3.2k | 1161.72 | |
| Merck & Co (MRK) | 1.9 | $3.7M | 49k | 76.92 | |
| CVS Caremark Corporation (CVS) | 1.9 | $3.7M | 63k | 59.32 | |
| Comcast Corporation (CMCSA) | 1.8 | $3.5M | 103k | 34.37 | |
| Ishares Inc core msci emkt (IEMG) | 1.7 | $3.3M | 82k | 40.46 | |
| United Parcel Service (UPS) | 1.6 | $3.3M | 35k | 93.41 | |
| Coca-Cola Company (KO) | 1.6 | $3.1M | 70k | 44.24 | |
| C.H. Robinson Worldwide (CHRW) | 1.5 | $3.1M | 46k | 66.20 | |
| Walt Disney Company (DIS) | 1.5 | $3.0M | 31k | 96.58 | |
| Linde | 1.5 | $3.0M | 17k | 172.97 | |
| Laboratory Corp. of America Holdings | 1.5 | $2.9M | 23k | 126.36 | |
| 3M Company (MMM) | 1.4 | $2.8M | 21k | 136.50 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.2 | $2.5M | 50k | 49.89 | |
| iShares Russell 2000 Index (IWM) | 1.2 | $2.5M | 22k | 114.43 | |
| Bank of New York Mellon Corporation (BK) | 1.2 | $2.4M | 72k | 33.67 | |
| Western Union Company (WU) | 1.1 | $2.3M | 125k | 18.13 | |
| Omni (OMC) | 1.1 | $2.2M | 39k | 54.89 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.9 | $1.9M | 25k | 77.06 | |
| U.S. Bancorp (USB) | 0.9 | $1.9M | 54k | 34.45 | |
| Mkt Vectors Biotech Etf etf (BBH) | 0.9 | $1.8M | 14k | 127.95 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $1.8M | 7.2k | 257.69 | |
| iShares Gold Trust | 0.9 | $1.8M | 118k | 15.07 | |
| Home Depot (HD) | 0.9 | $1.8M | 9.5k | 186.62 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.6M | 43k | 37.96 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $1.6M | 12k | 128.84 | |
| Vanguard Small-Cap ETF (VB) | 0.7 | $1.4M | 12k | 115.39 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.7 | $1.4M | 13k | 107.69 | |
| ConocoPhillips (COP) | 0.6 | $1.3M | 41k | 30.80 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.2M | 9.5k | 131.13 | |
| Energy Select Sector SPDR (XLE) | 0.6 | $1.2M | 40k | 29.05 | |
| At&t (T) | 0.5 | $973k | 33k | 29.14 | |
| Cintas Corporation (CTAS) | 0.5 | $957k | 5.5k | 173.06 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $922k | 793.00 | 1162.67 | |
| Nextera Energy (NEE) | 0.4 | $859k | 3.6k | 240.62 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $824k | 20k | 40.98 | |
| Chevron Corporation (CVX) | 0.4 | $784k | 11k | 72.39 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $731k | 8.1k | 89.96 | |
| Stryker Corporation (SYK) | 0.4 | $724k | 4.4k | 166.28 | |
| Pfizer (PFE) | 0.3 | $658k | 20k | 32.62 | |
| iShares S&P MidCap 400 Index (IJH) | 0.3 | $656k | 4.6k | 143.73 | |
| Duke Energy (DUK) | 0.3 | $635k | 7.9k | 80.80 | |
| Eli Lilly & Co. (LLY) | 0.3 | $620k | 4.5k | 138.61 | |
| Oracle Corporation (ORCL) | 0.3 | $565k | 12k | 48.32 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $561k | 17k | 33.30 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.3 | $535k | 13k | 41.35 | |
| Bristol Myers Squibb (BMY) | 0.3 | $499k | 9.0k | 55.63 | |
| International Business Machines (IBM) | 0.2 | $487k | 4.4k | 110.86 | |
| Paychex (PAYX) | 0.2 | $487k | 7.8k | 62.80 | |
| Boston Properties (BXP) | 0.2 | $447k | 4.9k | 92.16 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $407k | 3.2k | 127.79 | |
| Caterpillar (CAT) | 0.2 | $397k | 3.4k | 116.01 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $395k | 3.4k | 115.36 | |
| Illinois Tool Works (ITW) | 0.2 | $379k | 2.7k | 141.95 | |
| SYSCO Corporation (SYY) | 0.2 | $373k | 8.2k | 45.54 | |
| Danaher Corporation (DHR) | 0.2 | $330k | 2.4k | 138.19 | |
| Yum! Brands (YUM) | 0.2 | $317k | 4.6k | 68.35 | |
| PPG Industries (PPG) | 0.2 | $309k | 3.7k | 83.51 | |
| Waste Management (WM) | 0.1 | $286k | 3.1k | 92.56 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $268k | 8.0k | 33.44 | |
| Southern Company (SO) | 0.1 | $254k | 4.7k | 53.93 | |
| Emerson Electric (EMR) | 0.1 | $243k | 5.1k | 47.65 | |
| Amgen (AMGN) | 0.1 | $239k | 1.2k | 202.54 | |
| Clorox Company (CLX) | 0.1 | $238k | 1.4k | 173.09 | |
| Boeing Company (BA) | 0.1 | $234k | 1.6k | 148.95 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $226k | 2.6k | 86.26 | |
| United Technologies Corporation | 0.1 | $218k | 2.3k | 94.29 | |
| UnitedHealth (UNH) | 0.1 | $203k | 818.00 | 248.17 | |
| Qualcomm (QCOM) | 0.1 | $200k | 3.0k | 67.57 | |
| Fireeye | 0.1 | $199k | 19k | 10.53 | |
| General Electric Company | 0.1 | $165k | 21k | 7.92 |
