Boston Research & Management as of June 30, 2025
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 117 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.9 | $21M | 42k | 497.40 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.3 | $18M | 30k | 620.90 | |
| Wal-Mart Stores (WMT) | 3.0 | $13M | 130k | 97.78 | |
| Apple (AAPL) | 2.8 | $12M | 57k | 205.17 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $12M | 21k | 561.95 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $10M | 35k | 289.91 | |
| Cisco Systems (CSCO) | 2.4 | $10M | 145k | 69.38 | |
| Abbvie (ABBV) | 2.2 | $9.5M | 51k | 185.62 | |
| Tractor Supply Company (TSCO) | 2.2 | $9.3M | 177k | 52.77 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $9.2M | 19k | 485.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $9.2M | 52k | 176.23 | |
| Fastenal Company (FAST) | 2.1 | $8.9M | 212k | 42.00 | |
| Xylem (XYL) | 2.0 | $8.4M | 65k | 129.36 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $8.3M | 76k | 109.29 | |
| Abbott Laboratories (ABT) | 1.9 | $8.0M | 59k | 136.01 | |
| Bank of New York Mellon Corporation (BNY) | 1.9 | $7.9M | 87k | 91.11 | |
| Amazon (AMZN) | 1.8 | $7.7M | 35k | 219.39 | |
| Linde SHS (LIN) | 1.8 | $7.5M | 16k | 469.18 | |
| McDonald's Corporation (MCD) | 1.7 | $7.3M | 25k | 292.16 | |
| Procter & Gamble Company (PG) | 1.7 | $7.2M | 45k | 159.32 | |
| Ishares Core Msci Emkt (IEMG) | 1.5 | $6.4M | 107k | 60.03 | |
| Labcorp Holdings Com Shs (LH) | 1.5 | $6.4M | 24k | 262.51 | |
| NVIDIA Corporation (NVDA) | 1.5 | $6.2M | 39k | 157.99 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $5.9M | 55k | 107.80 | |
| Snap-on Incorporated (SNA) | 1.4 | $5.9M | 19k | 311.18 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $5.9M | 71k | 83.48 | |
| General Mills (GIS) | 1.4 | $5.9M | 114k | 51.81 | |
| Walt Disney Company (DIS) | 1.4 | $5.8M | 47k | 124.01 | |
| Colgate-Palmolive Company (CL) | 1.4 | $5.7M | 63k | 90.90 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $5.7M | 19k | 298.89 | |
| D.R. Horton (DHI) | 1.3 | $5.5M | 43k | 128.92 | |
| Duke Energy Corp Com New (DUK) | 1.3 | $5.4M | 46k | 118.00 | |
| Coca-Cola Company (KO) | 1.3 | $5.4M | 76k | 70.75 | |
| Merck & Co (MRK) | 1.3 | $5.4M | 68k | 79.16 | |
| Nextera Energy (NEE) | 1.3 | $5.3M | 77k | 69.42 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $5.3M | 12k | 463.15 | |
| SYSCO Corporation (SYY) | 1.2 | $5.2M | 68k | 75.74 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $4.9M | 138k | 35.69 | |
| Pepsi (PEP) | 1.1 | $4.8M | 37k | 132.04 | |
| Verizon Communications (VZ) | 1.1 | $4.7M | 108k | 43.27 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $4.6M | 12k | 386.88 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $4.5M | 21k | 215.79 | |
| Cintas Corporation (CTAS) | 1.1 | $4.5M | 20k | 222.87 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $4.5M | 11k | 405.46 | |
| Us Bancorp Del Com New (USB) | 1.0 | $4.4M | 98k | 45.25 | |
| Medtronic SHS (MDT) | 1.0 | $4.4M | 51k | 87.17 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $4.4M | 7.1k | 617.87 | |
| United Parcel Service CL B (UPS) | 1.0 | $4.3M | 43k | 100.94 | |
| Albemarle Corp 7.25% Dep Shs A (ALB.PA) | 0.9 | $3.9M | 122k | 32.10 | |
| Select Sector Spdr Tr Energy (XLE) | 0.9 | $3.8M | 45k | 84.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $3.8M | 12k | 303.93 | |
| Omni (OMC) | 0.9 | $3.6M | 50k | 71.94 | |
| ConocoPhillips (COP) | 0.8 | $3.5M | 40k | 89.74 | |
| Eli Lilly & Co. (LLY) | 0.8 | $3.3M | 4.2k | 779.53 | |
| Home Depot (HD) | 0.8 | $3.2M | 8.8k | 366.64 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $3.1M | 50k | 62.02 | |
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $3.1M | 50k | 62.36 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.6M | 32k | 80.65 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.4M | 10k | 236.98 | |
| Oracle Corporation (ORCL) | 0.5 | $2.2M | 9.9k | 218.63 | |
| Stryker Corporation (SYK) | 0.4 | $1.7M | 4.4k | 395.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | 9.7k | 177.39 | |
| Vaneck Etf Trust Biotech Etf (BBH) | 0.4 | $1.7M | 11k | 153.28 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.5M | 9.7k | 152.75 | |
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $1.5M | 12k | 126.51 | |
| Caterpillar (CAT) | 0.3 | $1.4M | 3.5k | 388.21 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.2M | 19k | 67.22 | |
| Chevron Corporation (CVX) | 0.3 | $1.2M | 8.5k | 143.19 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | 20k | 57.01 | |
| Paychex (PAYX) | 0.3 | $1.1M | 7.6k | 145.46 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $1.1M | 2.4k | 440.65 | |
| International Business Machines (IBM) | 0.2 | $947k | 3.2k | 294.82 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $854k | 17k | 50.21 | |
| Waste Management (WM) | 0.2 | $707k | 3.1k | 228.82 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $699k | 14k | 49.46 | |
| Emerson Electric (EMR) | 0.2 | $680k | 5.1k | 133.33 | |
| 3M Company (MMM) | 0.2 | $669k | 4.4k | 152.24 | |
| Yum! Brands (YUM) | 0.2 | $640k | 4.3k | 148.18 | |
| Illinois Tool Works (ITW) | 0.2 | $638k | 2.6k | 247.25 | |
| Ge Aerospace Com New (GE) | 0.1 | $611k | 2.4k | 257.39 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $573k | 2.6k | 218.64 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $562k | 3.1k | 181.75 | |
| Automatic Data Processing (ADP) | 0.1 | $503k | 1.6k | 308.40 | |
| Qualcomm (QCOM) | 0.1 | $481k | 3.0k | 159.26 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $467k | 4.7k | 99.19 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $466k | 845.00 | 551.45 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $462k | 15k | 30.68 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $449k | 7.3k | 61.57 | |
| Southern Company (SO) | 0.1 | $433k | 4.7k | 91.83 | |
| PPG Industries (PPG) | 0.1 | $421k | 3.7k | 113.75 | |
| Tesla Motors (TSLA) | 0.1 | $402k | 1.3k | 317.66 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $391k | 3.0k | 128.92 | |
| Danaher Corporation (DHR) | 0.1 | $379k | 1.9k | 197.54 | |
| Pfizer (PFE) | 0.1 | $364k | 15k | 24.24 | |
| Amgen (AMGN) | 0.1 | $345k | 1.2k | 279.21 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $332k | 3.6k | 92.34 | |
| Boston Properties (BXP) | 0.1 | $327k | 4.9k | 67.47 | |
| Ge Vernova (GEV) | 0.1 | $318k | 600.00 | 529.15 | |
| Bristol Myers Squibb (BMY) | 0.1 | $308k | 6.7k | 46.29 | |
| Genuine Parts Company (GPC) | 0.1 | $290k | 2.4k | 121.31 | |
| Costco Wholesale Corporation (COST) | 0.1 | $287k | 290.00 | 989.94 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $273k | 643.00 | 424.58 | |
| Boeing Company (BA) | 0.1 | $272k | 1.3k | 209.53 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $261k | 768.00 | 339.57 | |
| Masco Corporation (MAS) | 0.1 | $257k | 4.0k | 64.36 | |
| American Express Company (AXP) | 0.1 | $255k | 800.00 | 318.98 | |
| Nucor Corporation (NUE) | 0.1 | $251k | 1.9k | 129.54 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $239k | 1.6k | 146.02 | |
| UnitedHealth (UNH) | 0.1 | $231k | 740.00 | 311.97 | |
| General Dynamics Corporation (GD) | 0.1 | $225k | 770.00 | 291.66 | |
| Worthington Industries (WOR) | 0.1 | $223k | 3.5k | 63.64 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $220k | 1.1k | 207.62 | |
| Lowe's Companies (LOW) | 0.1 | $217k | 980.00 | 221.87 | |
| Goldman Sachs (GS) | 0.1 | $212k | 300.00 | 707.75 | |
| Hp (HPQ) | 0.1 | $212k | 8.7k | 24.46 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $205k | 1.7k | 118.01 | |
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $85k | 11k | 7.87 |
