Boston Research & Management as of March 31, 2025
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 117 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $17M | 30k | 561.90 | |
| Microsoft Corporation (MSFT) | 3.9 | $16M | 42k | 375.39 | |
| Apple (AAPL) | 3.1 | $13M | 57k | 222.13 | |
| Mastercard Incorporated Cl A (MA) | 2.8 | $12M | 21k | 548.13 | |
| Wal-Mart Stores (WMT) | 2.8 | $12M | 131k | 87.79 | |
| Abbvie (ABBV) | 2.6 | $11M | 51k | 209.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $10M | 19k | 532.57 | |
| Tractor Supply Company (TSCO) | 2.4 | $9.6M | 175k | 55.10 | |
| Cisco Systems (CSCO) | 2.2 | $9.1M | 147k | 61.71 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $8.7M | 36k | 245.30 | |
| Fastenal Company (FAST) | 2.0 | $8.3M | 107k | 77.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $8.1M | 53k | 154.64 | |
| Abbott Laboratories (ABT) | 2.0 | $8.0M | 60k | 132.65 | |
| Xylem (XYL) | 1.9 | $7.8M | 66k | 119.46 | |
| McDonald's Corporation (MCD) | 1.9 | $7.8M | 25k | 312.36 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $7.7M | 74k | 104.57 | |
| Procter & Gamble Company (PG) | 1.9 | $7.6M | 44k | 170.42 | |
| Bank of New York Mellon Corporation (BNY) | 1.8 | $7.5M | 89k | 83.87 | |
| Linde SHS (LIN) | 1.8 | $7.4M | 16k | 465.64 | |
| General Mills (GIS) | 1.6 | $6.6M | 111k | 59.79 | |
| Amazon (AMZN) | 1.6 | $6.6M | 35k | 190.26 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $6.4M | 53k | 118.93 | |
| Snap-on Incorporated (SNA) | 1.5 | $6.2M | 19k | 337.01 | |
| Colgate-Palmolive Company (CL) | 1.5 | $6.0M | 64k | 93.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $5.9M | 19k | 312.04 | |
| Ishares Core Msci Emkt (IEMG) | 1.4 | $5.7M | 106k | 53.97 | |
| Merck & Co (MRK) | 1.4 | $5.7M | 64k | 89.76 | |
| Labcorp Holdings Com Shs (LH) | 1.4 | $5.7M | 25k | 232.74 | |
| Coca-Cola Company (KO) | 1.4 | $5.6M | 78k | 71.62 | |
| Duke Energy Corp Com New (DUK) | 1.3 | $5.5M | 45k | 121.97 | |
| Pepsi (PEP) | 1.3 | $5.3M | 35k | 149.94 | |
| Nextera Energy (NEE) | 1.3 | $5.3M | 75k | 70.89 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $5.2M | 69k | 75.65 | |
| D.R. Horton (DHI) | 1.3 | $5.1M | 40k | 127.13 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $5.0M | 11k | 446.72 | |
| SYSCO Corporation (SYY) | 1.2 | $5.0M | 66k | 75.04 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $5.0M | 134k | 36.90 | |
| Verizon Communications (VZ) | 1.1 | $4.7M | 104k | 45.36 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $4.7M | 9.4k | 497.60 | |
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $4.7M | 50k | 93.45 | |
| Walt Disney Company (DIS) | 1.1 | $4.6M | 47k | 98.70 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $4.6M | 12k | 383.53 | |
| United Parcel Service CL B (UPS) | 1.1 | $4.4M | 40k | 109.99 | |
| Medtronic SHS (MDT) | 1.1 | $4.4M | 49k | 89.86 | |
| NVIDIA Corporation (NVDA) | 1.0 | $4.3M | 40k | 108.38 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $4.2M | 21k | 199.49 | |
| Cintas Corporation (CTAS) | 1.0 | $4.2M | 20k | 205.53 | |
| Omni (OMC) | 1.0 | $4.1M | 50k | 82.91 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $4.0M | 7.1k | 559.41 | |
| Us Bancorp Del Com New (USB) | 1.0 | $3.9M | 93k | 42.22 | |
| Albemarle Corp 7.25% Dep Shs A (ALB.PA) | 0.9 | $3.9M | 108k | 35.65 | |
| ConocoPhillips (COP) | 0.9 | $3.5M | 34k | 105.02 | |
| Eli Lilly & Co. (LLY) | 0.8 | $3.5M | 4.2k | 825.91 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.4M | 12k | 274.84 | |
| Home Depot (HD) | 0.8 | $3.2M | 8.8k | 366.49 | |
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $3.0M | 50k | 58.96 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $2.8M | 49k | 58.35 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.5M | 32k | 78.89 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.3M | 10k | 221.75 | |
| Vaneck Etf Trust Biotech Etf (BBH) | 0.4 | $1.8M | 12k | 157.33 | |
| Stryker Corporation (SYK) | 0.4 | $1.6M | 4.4k | 372.25 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.6M | 9.7k | 165.84 | |
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.5M | 12k | 127.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.5M | 9.7k | 156.23 | |
| Chevron Corporation (CVX) | 0.4 | $1.4M | 8.6k | 167.29 | |
| Oracle Corporation (ORCL) | 0.3 | $1.4M | 10k | 139.81 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $1.4M | 3.4k | 419.88 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.2M | 20k | 60.66 | |
| Caterpillar (CAT) | 0.3 | $1.2M | 3.5k | 329.80 | |
| Paychex (PAYX) | 0.3 | $1.2M | 7.6k | 154.28 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.1M | 21k | 50.83 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $956k | 19k | 51.18 | |
| International Business Machines (IBM) | 0.2 | $799k | 3.2k | 248.69 | |
| Waste Management (WM) | 0.2 | $715k | 3.1k | 231.51 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $681k | 15k | 45.26 | |
| Yum! Brands (YUM) | 0.2 | $680k | 4.3k | 157.36 | |
| 3M Company (MMM) | 0.2 | $645k | 4.4k | 146.86 | |
| Illinois Tool Works (ITW) | 0.2 | $640k | 2.6k | 248.01 | |
| Marsh & McLennan Companies (MRSH) | 0.2 | $639k | 2.6k | 244.03 | |
| Emerson Electric (EMR) | 0.1 | $559k | 5.1k | 109.64 | |
| Automatic Data Processing (ADP) | 0.1 | $524k | 1.7k | 305.53 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $490k | 8.5k | 57.57 | |
| Ge Aerospace Com New (GE) | 0.1 | $483k | 2.4k | 200.15 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $481k | 16k | 30.73 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $473k | 2.7k | 173.24 | |
| Qualcomm (QCOM) | 0.1 | $464k | 3.0k | 153.61 | |
| Southern Company (SO) | 0.1 | $433k | 4.7k | 91.95 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $431k | 3.0k | 142.22 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $427k | 4.3k | 98.93 | |
| Bristol Myers Squibb (BMY) | 0.1 | $406k | 6.7k | 60.99 | |
| PPG Industries (PPG) | 0.1 | $405k | 3.7k | 109.35 | |
| Danaher Corporation (DHR) | 0.1 | $393k | 1.9k | 205.00 | |
| UnitedHealth (UNH) | 0.1 | $388k | 740.00 | 523.75 | |
| Amgen (AMGN) | 0.1 | $385k | 1.2k | 311.55 | |
| Pfizer (PFE) | 0.1 | $381k | 15k | 25.34 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $365k | 777.00 | 469.14 | |
| Tesla Motors (TSLA) | 0.1 | $328k | 1.3k | 259.16 | |
| Boston Properties (BXP) | 0.1 | $326k | 4.9k | 67.19 | |
| Genuine Parts Company (GPC) | 0.1 | $285k | 2.4k | 119.14 | |
| Masco Corporation (MAS) | 0.1 | $278k | 4.0k | 69.54 | |
| Costco Wholesale Corporation (COST) | 0.1 | $274k | 290.00 | 945.78 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $273k | 3.6k | 75.74 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $261k | 722.00 | 361.09 | |
| Hp (HPQ) | 0.1 | $240k | 8.7k | 27.69 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $236k | 768.00 | 306.74 | |
| Nucor Corporation (NUE) | 0.1 | $233k | 1.9k | 120.34 | |
| Lowe's Companies (LOW) | 0.1 | $229k | 980.00 | 233.23 | |
| Yum China Holdings (YUMC) | 0.1 | $225k | 4.3k | 52.06 | |
| Boeing Company (BA) | 0.1 | $222k | 1.3k | 170.55 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $221k | 1.7k | 132.46 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $215k | 1.8k | 116.98 | |
| American Express Company (AXP) | 0.1 | $215k | 800.00 | 269.05 | |
| General Dynamics Corporation (GD) | 0.1 | $210k | 770.00 | 272.58 | |
| AFLAC Incorporated (AFL) | 0.1 | $209k | 1.9k | 111.19 | |
| Wec Energy Group (WEC) | 0.1 | $207k | 1.9k | 108.98 | |
| Clorox Company (CLX) | 0.0 | $203k | 1.4k | 147.25 | |
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $84k | 11k | 7.76 |
