Boston Research & Management as of Dec. 31, 2024
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 115 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 4.7 | $19M | 32k | 588.67 | |
| Microsoft Corporation (MSFT) | 4.3 | $18M | 42k | 421.50 | |
| Apple (AAPL) | 3.5 | $14M | 57k | 250.42 | |
| Wal-Mart Stores (WMT) | 3.0 | $12M | 134k | 90.35 | |
| MasterCard Incorporated (MA) | 2.8 | $11M | 21k | 526.55 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $9.9M | 52k | 189.30 | |
| Tractor Supply Company (TSCO) | 2.3 | $9.5M | 179k | 53.06 | |
| Abbvie (ABBV) | 2.3 | $9.3M | 52k | 177.69 | |
| Berkshire Hathaway (BRK.B) | 2.2 | $8.9M | 20k | 453.25 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $8.8M | 37k | 239.69 | |
| Cisco Systems (CSCO) | 2.2 | $8.8M | 148k | 59.20 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $8.5M | 74k | 115.22 | |
| Fastenal Company (FAST) | 1.9 | $7.7M | 108k | 71.91 | |
| Amazon (AMZN) | 1.9 | $7.7M | 35k | 219.37 | |
| Xylem (XYL) | 1.9 | $7.6M | 65k | 116.02 | |
| Procter & Gamble Company (PG) | 1.8 | $7.5M | 45k | 167.63 | |
| McDonald's Corporation (MCD) | 1.8 | $7.3M | 25k | 289.87 | |
| Abbott Laboratories (ABT) | 1.7 | $7.1M | 62k | 113.11 | |
| Bank of New York Mellon Corporation (BK) | 1.7 | $7.0M | 92k | 76.83 | |
| General Mills (GIS) | 1.7 | $6.8M | 107k | 63.77 | |
| Linde (LIN) | 1.6 | $6.7M | 16k | 418.67 | |
| Accenture (ACN) | 1.6 | $6.5M | 19k | 351.75 | |
| Snap-on Incorporated (SNA) | 1.6 | $6.4M | 19k | 339.47 | |
| Merck & Co (MRK) | 1.6 | $6.4M | 64k | 99.48 | |
| Labcorp Holdings (LH) | 1.4 | $5.8M | 25k | 229.31 | |
| Colgate-Palmolive Company (CL) | 1.4 | $5.8M | 64k | 90.90 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $5.7M | 53k | 107.56 | |
| D.R. Horton (DHI) | 1.4 | $5.7M | 41k | 139.82 | |
| Ishares Inc core msci emkt (IEMG) | 1.3 | $5.5M | 105k | 52.22 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $5.4M | 11k | 485.90 | |
| Nextera Energy (NEE) | 1.3 | $5.4M | 75k | 71.68 | |
| Pepsi (PEP) | 1.3 | $5.3M | 35k | 152.04 | |
| Walt Disney Company (DIS) | 1.3 | $5.2M | 47k | 111.34 | |
| United Parcel Service (UPS) | 1.3 | $5.1M | 41k | 126.08 | |
| SYSCO Corporation (SYY) | 1.2 | $5.1M | 67k | 76.45 | |
| Duke Energy (DUK) | 1.2 | $5.0M | 46k | 107.72 | |
| Comcast Corporation (CMCSA) | 1.2 | $4.9M | 132k | 37.53 | |
| Coca-Cola Company (KO) | 1.2 | $4.9M | 78k | 62.26 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.2 | $4.8M | 69k | 70.27 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $4.8M | 9.3k | 520.22 | |
| iShares Russell 2000 Index (IWM) | 1.1 | $4.6M | 21k | 220.95 | |
| U.S. Bancorp (USB) | 1.1 | $4.5M | 95k | 47.82 | |
| Omni (OMC) | 1.1 | $4.4M | 51k | 86.03 | |
| Verizon Communications (VZ) | 1.0 | $4.3M | 107k | 39.98 | |
| Energy Select Sector SPDR (XLE) | 1.0 | $4.2M | 49k | 85.65 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $4.2M | 7.1k | 586.00 | |
| Medtronic (MDT) | 1.0 | $4.1M | 51k | 79.87 | |
| Cintas Corporation (CTAS) | 1.0 | $3.9M | 21k | 182.68 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $3.6M | 12k | 289.74 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $3.5M | 8.0k | 444.57 | |
| Home Depot (HD) | 0.8 | $3.4M | 8.8k | 388.98 | |
| ConocoPhillips (COP) | 0.8 | $3.3M | 33k | 99.16 | |
| Eli Lilly & Co. (LLY) | 0.8 | $3.2M | 4.2k | 771.97 | |
| iShares S&P MidCap 400 Index (IJH) | 0.8 | $3.1M | 49k | 62.31 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.6M | 33k | 78.65 | |
| iShares Gold Trust (IAU) | 0.6 | $2.5M | 50k | 49.50 | |
| Vanguard Small-Cap ETF (VB) | 0.6 | $2.5M | 10k | 240.24 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $1.9M | 10k | 190.43 | |
| Mkt Vectors Biotech Etf etf (BBH) | 0.4 | $1.8M | 12k | 156.92 | |
| Oracle Corporation (ORCL) | 0.4 | $1.7M | 10k | 166.59 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.4 | $1.7M | 13k | 132.20 | |
| Stryker Corporation (SYK) | 0.4 | $1.6M | 4.4k | 359.90 | |
| CVS Caremark Corporation (CVS) | 0.4 | $1.5M | 34k | 44.89 | |
| NVIDIA Corporation (NVDA) | 0.4 | $1.5M | 11k | 134.21 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.4 | $1.4M | 3.4k | 425.30 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 9.7k | 144.60 | |
| Caterpillar (CAT) | 0.3 | $1.3M | 3.5k | 362.51 | |
| Chevron Corporation (CVX) | 0.3 | $1.2M | 8.6k | 144.75 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | 21k | 57.39 | |
| Paychex (PAYX) | 0.3 | $1.1M | 7.6k | 140.18 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.1M | 22k | 47.82 | |
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.2 | $992k | 19k | 51.89 | |
| Qorvo (QRVO) | 0.2 | $877k | 13k | 69.85 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $711k | 16k | 44.03 | |
| International Business Machines (IBM) | 0.2 | $706k | 3.2k | 219.73 | |
| Illinois Tool Works (ITW) | 0.2 | $654k | 2.6k | 253.49 | |
| Emerson Electric (EMR) | 0.2 | $632k | 5.1k | 123.92 | |
| Waste Management (WM) | 0.2 | $623k | 3.1k | 201.62 | |
| Yum! Brands (YUM) | 0.1 | $579k | 4.3k | 134.03 | |
| 3M Company (MMM) | 0.1 | $567k | 4.4k | 129.04 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $556k | 2.6k | 212.21 | |
| Automatic Data Processing (ADP) | 0.1 | $502k | 1.7k | 292.71 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $493k | 16k | 31.44 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $484k | 8.4k | 57.28 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $472k | 2.7k | 175.01 | |
| Qualcomm (QCOM) | 0.1 | $463k | 3.0k | 153.31 | |
| PPG Industries (PPG) | 0.1 | $441k | 3.7k | 119.19 | |
| Danaher Corporation (DHR) | 0.1 | $440k | 1.9k | 229.41 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $419k | 4.3k | 96.83 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $417k | 816.00 | 511.03 | |
| General Electric (GE) | 0.1 | $402k | 2.4k | 166.60 | |
| Pfizer (PFE) | 0.1 | $398k | 15k | 26.49 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $397k | 3.0k | 131.02 | |
| Southern Company (SO) | 0.1 | $387k | 4.7k | 82.17 | |
| Bristol Myers Squibb (BMY) | 0.1 | $376k | 6.7k | 56.46 | |
| UnitedHealth (UNH) | 0.1 | $374k | 740.00 | 505.41 | |
| Boston Properties (BXP) | 0.1 | $360k | 4.9k | 74.23 | |
| Amgen (AMGN) | 0.1 | $322k | 1.2k | 260.31 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $310k | 772.00 | 401.55 | |
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $305k | 3.6k | 84.72 | |
| Masco Corporation (MAS) | 0.1 | $290k | 4.0k | 72.50 | |
| Hp (HPQ) | 0.1 | $283k | 8.7k | 32.60 | |
| Genuine Parts Company (GPC) | 0.1 | $279k | 2.4k | 116.74 | |
| Costco Wholesale Corporation (COST) | 0.1 | $265k | 290.00 | 913.79 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $247k | 768.00 | 321.61 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $247k | 1.8k | 134.17 | |
| Lowe's Companies (LOW) | 0.1 | $241k | 980.00 | 245.92 | |
| American Express Company (AXP) | 0.1 | $237k | 800.00 | 296.25 | |
| Boeing Company (BA) | 0.1 | $230k | 1.3k | 176.92 | |
| Nucor Corporation (NUE) | 0.1 | $225k | 1.9k | 116.22 | |
| Clorox Company (CLX) | 0.1 | $223k | 1.4k | 162.18 | |
| Yum China Holdings (YUMC) | 0.1 | $208k | 4.3k | 48.15 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $204k | 1.8k | 115.25 | |
| General Dynamics Corporation (GD) | 0.0 | $202k | 770.00 | 262.34 | |
| Empire St Rlty Op L P unit ltd prtnsp (ESBA) | 0.0 | $109k | 11k | 10.14 |
