Boston Research & Management as of March 31, 2025
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 116 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 S&P 500 Index (IVV) | 4.3 | $17M | 31k | 561.90 | |
| Microsoft Corporation (MSFT) | 3.9 | $16M | 42k | 375.37 | |
| Apple (AAPL) | 3.1 | $13M | 57k | 222.12 | |
| Wal-Mart Stores (WMT) | 2.9 | $12M | 131k | 87.79 | |
| MasterCard Incorporated (MA) | 2.8 | $11M | 21k | 548.11 | |
| Abbvie (ABBV) | 2.6 | $11M | 51k | 209.50 | |
| Berkshire Hathaway (BRK.B) | 2.5 | $10M | 19k | 532.59 | |
| Tractor Supply Company (TSCO) | 2.4 | $9.6M | 175k | 55.10 | |
| Cisco Systems (CSCO) | 2.2 | $9.0M | 146k | 61.71 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $8.7M | 36k | 245.30 | |
| Fastenal Company (FAST) | 2.1 | $8.3M | 107k | 77.54 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $8.0M | 52k | 154.64 | |
| Abbott Laboratories (ABT) | 2.0 | $7.9M | 59k | 132.65 | |
| Xylem (XYL) | 1.9 | $7.7M | 65k | 119.46 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.9 | $7.7M | 74k | 104.56 | |
| McDonald's Corporation (MCD) | 1.9 | $7.7M | 25k | 312.35 | |
| Procter & Gamble Company (PG) | 1.9 | $7.5M | 44k | 170.40 | |
| Bank of New York Mellon Corporation (BK) | 1.8 | $7.4M | 89k | 83.86 | |
| Linde (LIN) | 1.8 | $7.4M | 16k | 465.62 | |
| General Mills (GIS) | 1.6 | $6.6M | 110k | 59.79 | |
| Amazon (AMZN) | 1.6 | $6.6M | 34k | 190.25 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $6.4M | 53k | 118.92 | |
| Snap-on Incorporated (SNA) | 1.5 | $6.2M | 19k | 336.98 | |
| Colgate-Palmolive Company (CL) | 1.5 | $5.9M | 63k | 93.69 | |
| Accenture (ACN) | 1.4 | $5.8M | 19k | 311.99 | |
| Ishares Inc core msci emkt (IEMG) | 1.4 | $5.7M | 106k | 53.97 | |
| Labcorp Holdings (LH) | 1.4 | $5.7M | 24k | 232.71 | |
| Merck & Co (MRK) | 1.4 | $5.6M | 63k | 89.75 | |
| Coca-Cola Company (KO) | 1.4 | $5.5M | 77k | 71.62 | |
| Duke Energy (DUK) | 1.3 | $5.4M | 45k | 121.95 | |
| Nextera Energy (NEE) | 1.3 | $5.3M | 75k | 70.89 | |
| Pepsi (PEP) | 1.3 | $5.3M | 35k | 149.94 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.3 | $5.2M | 69k | 75.64 | |
| D.R. Horton (DHI) | 1.3 | $5.1M | 40k | 127.12 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $5.0M | 11k | 446.65 | |
| SYSCO Corporation (SYY) | 1.2 | $4.9M | 66k | 75.03 | |
| Comcast Corporation (CMCSA) | 1.2 | $4.9M | 133k | 36.89 | |
| Verizon Communications (VZ) | 1.2 | $4.7M | 104k | 45.35 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $4.6M | 9.3k | 497.58 | |
| Walt Disney Company (DIS) | 1.1 | $4.6M | 47k | 98.68 | |
| Energy Select Sector SPDR (XLE) | 1.1 | $4.5M | 48k | 93.43 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $4.5M | 12k | 383.49 | |
| United Parcel Service (UPS) | 1.1 | $4.4M | 40k | 109.97 | |
| Medtronic (MDT) | 1.1 | $4.4M | 49k | 89.85 | |
| NVIDIA Corporation (NVDA) | 1.1 | $4.2M | 39k | 108.36 | |
| iShares Russell 2000 Index (IWM) | 1.0 | $4.2M | 21k | 199.45 | |
| Cintas Corporation (CTAS) | 1.0 | $4.2M | 20k | 205.53 | |
| Omni (OMC) | 1.0 | $4.1M | 50k | 82.90 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $4.0M | 7.1k | 559.35 | |
| U.S. Bancorp (USB) | 1.0 | $3.9M | 93k | 42.22 | |
| ConocoPhillips (COP) | 0.9 | $3.5M | 34k | 105.02 | |
| Eli Lilly & Co. (LLY) | 0.9 | $3.5M | 4.2k | 825.69 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $3.4M | 12k | 274.80 | |
| Home Depot (HD) | 0.8 | $3.2M | 8.8k | 366.38 | |
| iShares Gold Trust (IAU) | 0.7 | $3.0M | 50k | 58.95 | |
| iShares S&P MidCap 400 Index (IJH) | 0.7 | $2.8M | 49k | 58.34 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.5M | 32k | 78.87 | |
| Vanguard Small-Cap ETF (VB) | 0.6 | $2.3M | 10k | 221.67 | |
| Mkt Vectors Biotech Etf etf (BBH) | 0.4 | $1.8M | 11k | 157.28 | |
| Stryker Corporation (SYK) | 0.4 | $1.6M | 4.4k | 372.07 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.6M | 9.7k | 165.82 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.4 | $1.5M | 12k | 127.86 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.5M | 9.7k | 156.17 | |
| Chevron Corporation (CVX) | 0.4 | $1.4M | 8.6k | 167.29 | |
| Oracle Corporation (ORCL) | 0.4 | $1.4M | 10k | 139.75 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.4 | $1.4M | 3.4k | 419.66 | |
| Caterpillar (CAT) | 0.3 | $1.2M | 3.5k | 329.76 | |
| Paychex (PAYX) | 0.3 | $1.2M | 7.6k | 154.20 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | 19k | 60.64 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.1M | 21k | 50.82 | |
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.2 | $918k | 18k | 51.18 | |
| International Business Machines (IBM) | 0.2 | $799k | 3.2k | 248.68 | |
| Waste Management (WM) | 0.2 | $715k | 3.1k | 231.39 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $681k | 15k | 45.26 | |
| Yum! Brands (YUM) | 0.2 | $679k | 4.3k | 157.18 | |
| 3M Company (MMM) | 0.2 | $645k | 4.4k | 146.79 | |
| Illinois Tool Works (ITW) | 0.2 | $639k | 2.6k | 247.67 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $639k | 2.6k | 243.89 | |
| Emerson Electric (EMR) | 0.1 | $559k | 5.1k | 109.61 | |
| Automatic Data Processing (ADP) | 0.1 | $523k | 1.7k | 304.96 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $489k | 8.5k | 57.47 | |
| General Electric (GE) | 0.1 | $482k | 2.4k | 199.75 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $481k | 16k | 30.71 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $475k | 2.7k | 173.04 | |
| Qualcomm (QCOM) | 0.1 | $463k | 3.0k | 153.31 | |
| Southern Company (SO) | 0.1 | $433k | 4.7k | 91.93 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $432k | 4.4k | 98.90 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $430k | 3.0k | 141.91 | |
| Bristol Myers Squibb (BMY) | 0.1 | $406k | 6.7k | 60.96 | |
| PPG Industries (PPG) | 0.1 | $404k | 3.7k | 109.19 | |
| Danaher Corporation (DHR) | 0.1 | $393k | 1.9k | 204.90 | |
| UnitedHealth (UNH) | 0.1 | $387k | 740.00 | 522.97 | |
| Amgen (AMGN) | 0.1 | $385k | 1.2k | 311.24 | |
| Pfizer (PFE) | 0.1 | $380k | 15k | 25.29 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $368k | 785.00 | 468.79 | |
| Tesla Motors (TSLA) | 0.1 | $327k | 1.3k | 258.50 | |
| Boston Properties (BXP) | 0.1 | $325k | 4.9k | 67.01 | |
| Genuine Parts Company (GPC) | 0.1 | $284k | 2.4k | 118.83 | |
| Masco Corporation (MAS) | 0.1 | $278k | 4.0k | 69.50 | |
| Costco Wholesale Corporation (COST) | 0.1 | $274k | 290.00 | 944.83 | |
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $272k | 3.6k | 75.56 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $260k | 722.00 | 360.11 | |
| Hp (HPQ) | 0.1 | $240k | 8.7k | 27.65 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $235k | 768.00 | 305.99 | |
| Nucor Corporation (NUE) | 0.1 | $232k | 1.9k | 119.83 | |
| Lowe's Companies (LOW) | 0.1 | $228k | 980.00 | 232.65 | |
| Yum China Holdings (YUMC) | 0.1 | $224k | 4.3k | 51.85 | |
| Boeing Company (BA) | 0.1 | $221k | 1.3k | 170.00 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $221k | 1.7k | 132.34 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $215k | 1.8k | 116.78 | |
| American Express Company (AXP) | 0.1 | $215k | 800.00 | 268.75 | |
| General Dynamics Corporation (GD) | 0.1 | $209k | 770.00 | 271.43 | |
| AFLAC Incorporated (AFL) | 0.1 | $209k | 1.9k | 111.17 | |
| Wec Energy Group (WEC) | 0.1 | $207k | 1.9k | 108.83 | |
| Clorox Company (CLX) | 0.1 | $202k | 1.4k | 146.91 | |
| Empire St Rlty Op L P unit ltd prtnsp (ESBA) | 0.0 | $83k | 11k | 7.72 |
