Boston Research & Management as of June 30, 2025
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 116 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 | 41k | 497.40 | |
| iShares S&P 500 Index (IVV) | 4.4 | $18M | 30k | 620.90 | |
| Wal-Mart Stores (WMT) | 3.0 | $13M | 130k | 97.77 | |
| Apple (AAPL) | 2.8 | $12M | 57k | 205.16 | |
| MasterCard Incorporated (MA) | 2.7 | $12M | 20k | 561.92 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $10M | 35k | 289.90 | |
| Cisco Systems (CSCO) | 2.4 | $10M | 145k | 69.37 | |
| Abbvie (ABBV) | 2.3 | $9.5M | 51k | 185.61 | |
| Tractor Supply Company (TSCO) | 2.2 | $9.3M | 177k | 52.77 | |
| Berkshire Hathaway (BRK.B) | 2.2 | $9.2M | 19k | 485.77 | |
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $9.1M | 52k | 176.22 | |
| Fastenal Company (FAST) | 2.1 | $8.9M | 211k | 42.00 | |
| Xylem (XYL) | 2.0 | $8.4M | 65k | 129.36 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.0 | $8.3M | 76k | 109.29 | |
| Abbott Laboratories (ABT) | 1.9 | $7.9M | 58k | 136.00 | |
| Bank of New York Mellon Corporation (BK) | 1.9 | $7.9M | 87k | 91.11 | |
| Amazon (AMZN) | 1.8 | $7.6M | 35k | 219.37 | |
| Linde (LIN) | 1.8 | $7.4M | 16k | 469.16 | |
| McDonald's Corporation (MCD) | 1.7 | $7.3M | 25k | 292.16 | |
| Procter & Gamble Company (PG) | 1.7 | $7.1M | 45k | 159.30 | |
| Ishares Inc core msci emkt (IEMG) | 1.5 | $6.4M | 107k | 60.02 | |
| Labcorp Holdings (LH) | 1.5 | $6.3M | 24k | 262.49 | |
| NVIDIA Corporation (NVDA) | 1.5 | $6.2M | 39k | 157.98 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $5.9M | 55k | 107.79 | |
| Snap-on Incorporated (SNA) | 1.4 | $5.9M | 19k | 311.17 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.4 | $5.9M | 71k | 83.48 | |
| General Mills (GIS) | 1.4 | $5.9M | 114k | 51.80 | |
| Walt Disney Company (DIS) | 1.4 | $5.8M | 47k | 123.99 | |
| Colgate-Palmolive Company (CL) | 1.4 | $5.7M | 63k | 90.90 | |
| Accenture (ACN) | 1.4 | $5.7M | 19k | 298.86 | |
| D.R. Horton (DHI) | 1.3 | $5.5M | 42k | 128.91 | |
| Duke Energy (DUK) | 1.3 | $5.4M | 46k | 117.99 | |
| Coca-Cola Company (KO) | 1.3 | $5.4M | 76k | 70.75 | |
| Nextera Energy (NEE) | 1.3 | $5.3M | 77k | 69.41 | |
| Merck & Co (MRK) | 1.3 | $5.3M | 67k | 79.16 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $5.3M | 12k | 463.14 | |
| SYSCO Corporation (SYY) | 1.2 | $5.2M | 68k | 75.73 | |
| Comcast Corporation (CMCSA) | 1.2 | $4.9M | 137k | 35.69 | |
| Pepsi (PEP) | 1.2 | $4.8M | 37k | 132.02 | |
| Verizon Communications (VZ) | 1.1 | $4.7M | 108k | 43.27 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $4.6M | 12k | 386.83 | |
| iShares Russell 2000 Index (IWM) | 1.1 | $4.5M | 21k | 215.78 | |
| Cintas Corporation (CTAS) | 1.1 | $4.5M | 20k | 222.84 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $4.4M | 11k | 405.42 | |
| U.S. Bancorp (USB) | 1.1 | $4.4M | 98k | 45.25 | |
| Medtronic (MDT) | 1.1 | $4.4M | 51k | 87.15 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $4.4M | 7.1k | 617.76 | |
| United Parcel Service (UPS) | 1.0 | $4.3M | 43k | 100.93 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $3.8M | 12k | 303.88 | |
| Energy Select Sector SPDR (XLE) | 0.9 | $3.7M | 44k | 84.79 | |
| Omni (OMC) | 0.9 | $3.6M | 50k | 71.92 | |
| ConocoPhillips (COP) | 0.8 | $3.5M | 40k | 89.73 | |
| Eli Lilly & Co. (LLY) | 0.8 | $3.3M | 4.2k | 779.37 | |
| Home Depot (HD) | 0.8 | $3.2M | 8.8k | 366.61 | |
| iShares S&P MidCap 400 Index (IJH) | 0.7 | $3.1M | 50k | 62.01 | |
| iShares Gold Trust (IAU) | 0.7 | $3.1M | 50k | 62.35 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.6M | 32k | 80.64 | |
| Vanguard Small-Cap ETF (VB) | 0.6 | $2.4M | 10k | 236.97 | |
| Oracle Corporation (ORCL) | 0.5 | $2.2M | 9.9k | 218.61 | |
| Stryker Corporation (SYK) | 0.4 | $1.7M | 4.4k | 395.50 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.7M | 9.6k | 177.32 | |
| Mkt Vectors Biotech Etf etf (BBH) | 0.4 | $1.7M | 11k | 153.26 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.5M | 9.7k | 152.68 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $1.5M | 12k | 126.47 | |
| Caterpillar (CAT) | 0.3 | $1.4M | 3.5k | 388.20 | |
| Chevron Corporation (CVX) | 0.3 | $1.2M | 8.5k | 143.08 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | 18k | 67.19 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.2M | 20k | 56.98 | |
| Paychex (PAYX) | 0.3 | $1.1M | 7.6k | 145.33 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $1.1M | 2.4k | 440.30 | |
| International Business Machines (IBM) | 0.2 | $947k | 3.2k | 294.74 | |
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.2 | $840k | 17k | 50.21 | |
| Waste Management (WM) | 0.2 | $707k | 3.1k | 228.80 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $698k | 14k | 49.41 | |
| Emerson Electric (EMR) | 0.2 | $679k | 5.1k | 133.14 | |
| 3M Company (MMM) | 0.2 | $668k | 4.4k | 152.03 | |
| Yum! Brands (YUM) | 0.2 | $640k | 4.3k | 148.15 | |
| Illinois Tool Works (ITW) | 0.2 | $637k | 2.6k | 246.90 | |
| General Electric (GE) | 0.1 | $610k | 2.4k | 257.06 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $572k | 2.6k | 218.32 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $561k | 3.1k | 181.49 | |
| Automatic Data Processing (ADP) | 0.1 | $502k | 1.6k | 307.98 | |
| Qualcomm (QCOM) | 0.1 | $480k | 3.0k | 158.94 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $466k | 4.7k | 99.04 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $465k | 844.00 | 550.95 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $462k | 15k | 30.68 | |
| Southern Company (SO) | 0.1 | $432k | 4.7k | 91.72 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $423k | 6.9k | 61.43 | |
| PPG Industries (PPG) | 0.1 | $420k | 3.7k | 113.51 | |
| Tesla Motors (TSLA) | 0.1 | $401k | 1.3k | 317.00 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $390k | 3.0k | 128.71 | |
| Danaher Corporation (DHR) | 0.1 | $378k | 1.9k | 197.08 | |
| Pfizer (PFE) | 0.1 | $364k | 15k | 24.22 | |
| Amgen (AMGN) | 0.1 | $345k | 1.2k | 278.90 | |
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $332k | 3.6k | 92.22 | |
| Boston Properties (BXP) | 0.1 | $327k | 4.9k | 67.42 | |
| Ge Vernova (GEV) | 0.1 | $317k | 600.00 | 528.33 | |
| Bristol Myers Squibb (BMY) | 0.1 | $308k | 6.7k | 46.25 | |
| Genuine Parts Company (GPC) | 0.1 | $289k | 2.4k | 120.92 | |
| Costco Wholesale Corporation (COST) | 0.1 | $287k | 290.00 | 989.66 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $273k | 643.00 | 424.57 | |
| Boeing Company (BA) | 0.1 | $272k | 1.3k | 209.23 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $260k | 768.00 | 338.54 | |
| Masco Corporation (MAS) | 0.1 | $257k | 4.0k | 64.25 | |
| American Express Company (AXP) | 0.1 | $255k | 800.00 | 318.75 | |
| Nucor Corporation (NUE) | 0.1 | $250k | 1.9k | 129.13 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $238k | 1.6k | 145.57 | |
| UnitedHealth (UNH) | 0.1 | $230k | 740.00 | 310.81 | |
| General Dynamics Corporation (GD) | 0.1 | $224k | 770.00 | 290.91 | |
| Worthington Industries (WOR) | 0.1 | $222k | 3.5k | 63.43 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $220k | 1.1k | 207.55 | |
| Lowe's Companies (LOW) | 0.1 | $217k | 980.00 | 221.43 | |
| Hp (HPQ) | 0.1 | $212k | 8.7k | 24.42 | |
| Goldman Sachs (GS) | 0.1 | $212k | 300.00 | 706.67 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $204k | 1.7k | 117.44 | |
| Empire St Rlty Op L P unit ltd prtnsp (ESBA) | 0.0 | $84k | 11k | 7.81 |
