Boston Research & Management as of Sept. 30, 2025
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 120 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.7 | $22M | 42k | 517.95 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.3 | $20M | 29k | 669.30 | |
| Apple (AAPL) | 3.2 | $15M | 58k | 254.63 | |
| Wal-Mart Stores (WMT) | 2.9 | $13M | 129k | 103.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $12M | 51k | 243.10 | |
| Abbvie (ABBV) | 2.6 | $12M | 51k | 231.54 | |
| Mastercard Incorporated Cl A (MA) | 2.5 | $12M | 20k | 568.81 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $11M | 35k | 315.43 | |
| Fastenal Company (FAST) | 2.2 | $10M | 210k | 49.04 | |
| Tractor Supply Company (TSCO) | 2.2 | $10M | 175k | 56.87 | |
| Cisco Systems (CSCO) | 2.2 | $9.9M | 145k | 68.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $9.6M | 19k | 502.74 | |
| Xylem (XYL) | 2.1 | $9.5M | 65k | 147.50 | |
| Bank of New York Mellon Corporation (BNY) | 2.0 | $9.2M | 84k | 108.96 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $9.0M | 76k | 118.83 | |
| Abbott Laboratories (ABT) | 1.7 | $7.9M | 59k | 133.94 | |
| Amazon (AMZN) | 1.7 | $7.9M | 36k | 219.57 | |
| McDonald's Corporation (MCD) | 1.7 | $7.6M | 25k | 303.88 | |
| Procter & Gamble Company (PG) | 1.7 | $7.6M | 49k | 153.65 | |
| Linde SHS (LIN) | 1.7 | $7.6M | 16k | 475.00 | |
| NVIDIA Corporation (NVDA) | 1.6 | $7.5M | 40k | 186.58 | |
| D.R. Horton (DHI) | 1.6 | $7.2M | 42k | 169.47 | |
| Ishares Core Msci Emkt (IEMG) | 1.5 | $7.1M | 107k | 65.92 | |
| Labcorp Holdings Com Shs (LH) | 1.5 | $6.9M | 24k | 287.06 | |
| Snap-on Incorporated (SNA) | 1.4 | $6.6M | 19k | 346.53 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $6.3M | 56k | 112.75 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $6.2M | 71k | 87.31 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $5.8M | 12k | 499.22 | |
| General Mills (GIS) | 1.3 | $5.8M | 115k | 50.42 | |
| Nextera Energy (NEE) | 1.3 | $5.8M | 77k | 75.49 | |
| Merck & Co (MRK) | 1.2 | $5.7M | 68k | 83.93 | |
| SYSCO Corporation (SYY) | 1.2 | $5.7M | 69k | 82.34 | |
| Duke Energy Corp Com New (DUK) | 1.2 | $5.6M | 46k | 123.75 | |
| Walt Disney Company (DIS) | 1.2 | $5.4M | 47k | 114.50 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $5.3M | 11k | 485.02 | |
| Coca-Cola Company (KO) | 1.1 | $5.2M | 78k | 66.32 | |
| Colgate-Palmolive Company (CL) | 1.1 | $5.1M | 64k | 79.94 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $5.1M | 21k | 241.96 | |
| Pepsi (PEP) | 1.1 | $5.1M | 36k | 140.44 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $4.9M | 20k | 246.60 | |
| Medtronic SHS (MDT) | 1.1 | $4.8M | 51k | 95.24 | |
| Us Bancorp Del Com New (USB) | 1.0 | $4.8M | 99k | 48.33 | |
| Verizon Communications (VZ) | 1.0 | $4.8M | 109k | 43.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $4.7M | 7.0k | 666.21 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $4.5M | 13k | 352.74 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $4.4M | 140k | 31.42 | |
| Cintas Corporation (CTAS) | 0.9 | $4.2M | 20k | 205.26 | |
| Albemarle Corp 7.25% Dep Shs A (ALB.PA) | 0.9 | $4.1M | 108k | 37.88 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.1M | 12k | 328.17 | |
| Omni (OMC) | 0.9 | $4.0M | 50k | 81.53 | |
| Select Sector Spdr Tr Energy (XLE) | 0.8 | $3.8M | 43k | 89.34 | |
| ConocoPhillips (COP) | 0.8 | $3.8M | 40k | 94.59 | |
| United Parcel Service CL B (UPS) | 0.8 | $3.8M | 45k | 83.53 | |
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $3.6M | 50k | 72.77 | |
| Home Depot (HD) | 0.8 | $3.6M | 8.8k | 405.19 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $3.3M | 51k | 65.26 | |
| Eli Lilly & Co. (LLY) | 0.7 | $3.2M | 4.2k | 763.00 | |
| Oracle Corporation (ORCL) | 0.6 | $2.8M | 9.8k | 281.24 | |
| Equinix (EQIX) | 0.6 | $2.7M | 3.4k | 783.24 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.6M | 32k | 81.19 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.5M | 10k | 254.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.3M | 9.6k | 243.56 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.8M | 9.6k | 185.42 | |
| Vaneck Etf Trust Biotech Etf (BBH) | 0.4 | $1.7M | 10k | 165.68 | |
| Caterpillar (CAT) | 0.4 | $1.7M | 3.5k | 477.15 | |
| Stryker Corporation (SYK) | 0.4 | $1.6M | 4.4k | 369.67 | |
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $1.6M | 11k | 144.37 | |
| Chevron Corporation (CVX) | 0.3 | $1.3M | 8.5k | 155.29 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.2M | 17k | 71.37 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | 20k | 59.92 | |
| Independent Bank (INDB) | 0.3 | $1.2M | 17k | 69.17 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.1M | 2.4k | 463.74 | |
| Paychex (PAYX) | 0.2 | $958k | 7.6k | 126.76 | |
| International Business Machines (IBM) | 0.2 | $920k | 3.3k | 282.20 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $765k | 14k | 54.18 | |
| Ge Aerospace Com New (GE) | 0.2 | $714k | 2.4k | 300.82 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $688k | 14k | 50.90 | |
| Waste Management (WM) | 0.1 | $682k | 3.1k | 220.83 | |
| 3M Company (MMM) | 0.1 | $682k | 4.4k | 155.18 | |
| Illinois Tool Works (ITW) | 0.1 | $673k | 2.6k | 260.76 | |
| Emerson Electric (EMR) | 0.1 | $669k | 5.1k | 131.18 | |
| Yum! Brands (YUM) | 0.1 | $657k | 4.3k | 152.00 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $605k | 3.2k | 189.72 | |
| Tesla Motors (TSLA) | 0.1 | $563k | 1.3k | 444.72 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $528k | 2.6k | 201.53 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $507k | 845.00 | 600.17 | |
| Qualcomm (QCOM) | 0.1 | $502k | 3.0k | 166.36 | |
| Automatic Data Processing (ADP) | 0.1 | $478k | 1.6k | 293.50 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $477k | 4.8k | 100.25 | |
| Southern Company (SO) | 0.1 | $446k | 4.7k | 94.77 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $446k | 6.9k | 64.38 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $441k | 14k | 31.62 | |
| PPG Industries (PPG) | 0.1 | $389k | 3.7k | 105.11 | |
| Pfizer (PFE) | 0.1 | $383k | 15k | 25.48 | |
| Danaher Corporation (DHR) | 0.1 | $380k | 1.9k | 198.26 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $377k | 3.0k | 124.34 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $372k | 3.6k | 103.21 | |
| Ge Vernova (GEV) | 0.1 | $369k | 600.00 | 614.90 | |
| Costco Wholesale Corporation (COST) | 0.1 | $361k | 390.00 | 925.63 | |
| Boston Properties (BXP) | 0.1 | $361k | 4.9k | 74.34 | |
| Amgen (AMGN) | 0.1 | $349k | 1.2k | 282.20 | |
| Genuine Parts Company (GPC) | 0.1 | $331k | 2.4k | 138.60 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $301k | 643.00 | 468.41 | |
| Bristol Myers Squibb (BMY) | 0.1 | $300k | 6.7k | 45.10 | |
| Masco Corporation (MAS) | 0.1 | $282k | 4.0k | 70.39 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $281k | 768.00 | 365.48 | |
| Boeing Company (BA) | 0.1 | $281k | 1.3k | 215.83 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $274k | 1.6k | 167.33 | |
| American Express Company (AXP) | 0.1 | $266k | 800.00 | 332.16 | |
| General Dynamics Corporation (GD) | 0.1 | $263k | 770.00 | 341.00 | |
| Nucor Corporation (NUE) | 0.1 | $262k | 1.9k | 135.43 | |
| UnitedHealth (UNH) | 0.1 | $256k | 740.00 | 345.30 | |
| Lowe's Companies (LOW) | 0.1 | $246k | 980.00 | 251.31 | |
| Goldman Sachs (GS) | 0.1 | $239k | 300.00 | 796.35 | |
| Hp (HPQ) | 0.1 | $236k | 8.7k | 27.23 | |
| Arista Networks Com Shs (ANET) | 0.1 | $233k | 1.6k | 145.71 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $223k | 1.7k | 128.35 | |
| Wec Energy Group (WEC) | 0.0 | $218k | 1.9k | 114.59 | |
| AFLAC Incorporated (AFL) | 0.0 | $210k | 1.9k | 111.70 | |
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $80k | 11k | 7.44 |
