Boston Research & Management as of Dec. 31, 2025
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 5.0 | $22M | 32k | 684.92 | |
| Microsoft Corporation (MSFT) | 4.4 | $19M | 39k | 483.60 | |
| Apple (AAPL) | 3.4 | $15M | 54k | 271.86 | |
| Alphabet Inc Class A cs (GOOGL) | 3.3 | $14M | 46k | 313.00 | |
| Wal-Mart Stores (WMT) | 2.9 | $13M | 113k | 111.40 | |
| Abbvie (ABBV) | 2.6 | $11M | 49k | 228.48 | |
| MasterCard Incorporated (MA) | 2.5 | $11M | 19k | 570.90 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $11M | 33k | 322.22 | |
| Cisco Systems (CSCO) | 2.2 | $9.7M | 126k | 77.03 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $9.1M | 76k | 120.17 | |
| Berkshire Hathaway (BRK.B) | 2.1 | $9.1M | 18k | 502.62 | |
| Tractor Supply Company (TSCO) | 1.9 | $8.3M | 167k | 50.01 | |
| Fastenal Company (FAST) | 1.9 | $8.1M | 203k | 40.13 | |
| Xylem (XYL) | 1.8 | $7.8M | 58k | 136.18 | |
| Amazon (AMZN) | 1.8 | $7.7M | 34k | 230.81 | |
| Bank of New York Mellon Corporation (BK) | 1.7 | $7.5M | 65k | 116.08 | |
| McDonald's Corporation (MCD) | 1.7 | $7.4M | 24k | 305.60 | |
| NVIDIA Corporation (NVDA) | 1.7 | $7.3M | 39k | 186.49 | |
| Abbott Laboratories (ABT) | 1.6 | $7.1M | 57k | 125.28 | |
| Ishares Inc core msci emkt (IEMG) | 1.6 | $7.0M | 104k | 67.21 | |
| Merck & Co (MRK) | 1.6 | $6.9M | 66k | 105.25 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $6.9M | 57k | 120.33 | |
| Procter & Gamble Company (PG) | 1.6 | $6.8M | 47k | 143.29 | |
| Linde (LIN) | 1.5 | $6.5M | 15k | 426.35 | |
| Snap-on Incorporated (SNA) | 1.4 | $6.2M | 18k | 344.57 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.4 | $6.2M | 70k | 89.45 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $6.1M | 11k | 579.45 | |
| Nextera Energy (NEE) | 1.4 | $6.0M | 75k | 80.27 | |
| Labcorp Holdings (LH) | 1.4 | $5.9M | 24k | 250.86 | |
| D.R. Horton (DHI) | 1.4 | $5.9M | 41k | 144.01 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $5.5M | 11k | 483.67 | |
| Duke Energy (DUK) | 1.2 | $5.3M | 45k | 117.21 | |
| Walt Disney Company (DIS) | 1.2 | $5.3M | 47k | 113.77 | |
| Coca-Cola Company (KO) | 1.2 | $5.2M | 75k | 69.90 | |
| U.S. Bancorp (USB) | 1.2 | $5.1M | 95k | 53.36 | |
| SYSCO Corporation (SYY) | 1.1 | $5.0M | 68k | 73.68 | |
| iShares Russell 2000 Index (IWM) | 1.1 | $4.9M | 20k | 246.15 | |
| Accenture (ACN) | 1.1 | $4.9M | 18k | 268.30 | |
| Pepsi (PEP) | 1.1 | $4.9M | 34k | 143.50 | |
| Spdr S&p 500 Etf (SPY) | 1.1 | $4.8M | 7.0k | 681.81 | |
| Colgate-Palmolive Company (CL) | 1.1 | $4.7M | 60k | 79.02 | |
| Medtronic (MDT) | 1.1 | $4.7M | 49k | 96.05 | |
| General Mills (GIS) | 1.1 | $4.7M | 100k | 46.49 | |
| Eli Lilly & Co. (LLY) | 1.0 | $4.5M | 4.1k | 1074.49 | |
| Verizon Communications (VZ) | 1.0 | $4.4M | 109k | 40.73 | |
| Vanguard Total Stock Market ETF (VTI) | 1.0 | $4.2M | 12k | 335.22 | |
| United Parcel Service (UPS) | 0.9 | $3.9M | 39k | 99.17 | |
| ConocoPhillips (COP) | 0.9 | $3.9M | 41k | 93.59 | |
| Cintas Corporation (CTAS) | 0.9 | $3.8M | 20k | 188.06 | |
| Omni (OMC) | 0.9 | $3.8M | 47k | 80.74 | |
| iShares Gold Trust (IAU) | 0.9 | $3.8M | 47k | 81.16 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $3.6M | 10k | 349.99 | |
| iShares S&P MidCap 400 Index (IJH) | 0.8 | $3.5M | 52k | 65.98 | |
| Energy Select Sector SPDR (XLE) | 0.8 | $3.4M | 76k | 44.70 | |
| Home Depot (HD) | 0.7 | $3.0M | 8.8k | 344.01 | |
| Equinix (EQIX) | 0.7 | $3.0M | 3.9k | 765.91 | |
| Comcast Corporation (CMCSA) | 0.7 | $2.9M | 97k | 29.89 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.6M | 32k | 80.61 | |
| Vanguard Small-Cap ETF (VB) | 0.5 | $2.2M | 8.4k | 257.94 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $2.0M | 6.5k | 313.77 | |
| Caterpillar (CAT) | 0.5 | $2.0M | 3.5k | 572.82 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.0M | 9.6k | 206.91 | |
| Oracle Corporation (ORCL) | 0.4 | $1.9M | 9.8k | 194.82 | |
| Stryker Corporation (SYK) | 0.4 | $1.5M | 4.4k | 351.40 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.3M | 20k | 62.44 | |
| Independent Bank (INDB) | 0.3 | $1.2M | 17k | 73.07 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.3 | $1.2M | 6.3k | 191.54 | |
| Chevron Corporation (CVX) | 0.3 | $1.2M | 7.9k | 152.40 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | 16k | 73.53 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $986k | 2.1k | 480.51 | |
| International Business Machines (IBM) | 0.2 | $965k | 3.3k | 296.01 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $964k | 31k | 30.94 | |
| Paychex (PAYX) | 0.2 | $847k | 7.6k | 112.11 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $750k | 14k | 53.71 | |
| General Electric (GE) | 0.2 | $730k | 2.4k | 307.63 | |
| 3M Company (MMM) | 0.2 | $703k | 4.4k | 159.99 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.2 | $702k | 11k | 66.86 | |
| Waste Management (WM) | 0.2 | $678k | 3.1k | 219.42 | |
| Emerson Electric (EMR) | 0.2 | $676k | 5.1k | 132.55 | |
| Yum! Brands (YUM) | 0.2 | $653k | 4.3k | 151.16 | |
| Illinois Tool Works (ITW) | 0.1 | $635k | 2.6k | 246.12 | |
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.1 | $625k | 12k | 51.06 | |
| Tesla Motors (TSLA) | 0.1 | $568k | 1.3k | 449.01 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $518k | 844.00 | 613.74 | |
| Qualcomm (QCOM) | 0.1 | $516k | 3.0k | 170.86 | |
| Marsh & McLennan Companies | 0.1 | $486k | 2.6k | 185.50 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $471k | 4.7k | 99.77 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $452k | 7.0k | 64.98 | |
| Danaher Corporation (DHR) | 0.1 | $439k | 1.9k | 228.88 | |
| Automatic Data Processing (ADP) | 0.1 | $419k | 1.6k | 257.06 | |
| Southern Company (SO) | 0.1 | $410k | 4.7k | 87.05 | |
| Amgen (AMGN) | 0.1 | $404k | 1.2k | 326.60 | |
| Ge Vernova (GEV) | 0.1 | $392k | 600.00 | 653.33 | |
| PPG Industries (PPG) | 0.1 | $379k | 3.7k | 102.43 | |
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $378k | 3.6k | 105.00 | |
| Bristol Myers Squibb (BMY) | 0.1 | $359k | 6.7k | 53.90 | |
| Boston Properties (BXP) | 0.1 | $327k | 4.9k | 67.42 | |
| Pfizer (PFE) | 0.1 | $318k | 13k | 24.85 | |
| Nucor Corporation (NUE) | 0.1 | $315k | 1.9k | 162.71 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $304k | 643.00 | 472.78 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $299k | 1.6k | 182.87 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $298k | 3.0k | 100.85 | |
| American Express Company (AXP) | 0.1 | $295k | 800.00 | 368.75 | |
| Genuine Parts Company (GPC) | 0.1 | $293k | 2.4k | 122.59 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $286k | 768.00 | 372.40 | |
| Boeing Company (BA) | 0.1 | $282k | 1.3k | 216.92 | |
| Goldman Sachs (GS) | 0.1 | $263k | 300.00 | 876.67 | |
| General Dynamics Corporation (GD) | 0.1 | $259k | 770.00 | 336.36 | |
| Masco Corporation (MAS) | 0.1 | $253k | 4.0k | 63.25 | |
| Applied Materials (AMAT) | 0.1 | $250k | 975.00 | 256.41 | |
| Costco Wholesale Corporation (COST) | 0.1 | $250k | 290.00 | 862.07 | |
| UnitedHealth (UNH) | 0.1 | $244k | 740.00 | 329.73 | |
| Lowe's Companies (LOW) | 0.1 | $236k | 980.00 | 240.82 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $236k | 1.7k | 135.87 | |
| C.H. Robinson Worldwide (CHRW) | 0.1 | $223k | 1.4k | 160.43 | |
| Yum China Holdings (YUMC) | 0.0 | $209k | 4.4k | 47.62 | |
| AFLAC Incorporated (AFL) | 0.0 | $207k | 1.9k | 110.11 | |
| CVS Caremark Corporation (CVS) | 0.0 | $201k | 2.5k | 79.17 | |
| Wec Energy Group (WEC) | 0.0 | $200k | 1.9k | 105.15 | |
| Empire St Rlty Op L P unit ltd prtnsp (ESBA) | 0.0 | $67k | 11k | 6.23 |
