Boston Research & Management as of March 31, 2026
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 115 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $19M | 29k | 653.21 | |
| Wal-Mart Stores (WMT) | 3.2 | $14M | 110k | 124.28 | |
| Microsoft Corporation (MSFT) | 3.2 | $14M | 37k | 370.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $13M | 44k | 287.56 | |
| Apple (AAPL) | 2.9 | $13M | 50k | 253.79 | |
| Abbvie (ABBV) | 2.5 | $11M | 48k | 217.49 | |
| Cisco Systems (CSCO) | 2.3 | $9.7M | 126k | 77.59 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $9.5M | 32k | 294.16 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $9.4M | 76k | 124.31 | |
| Fastenal Company (FAST) | 2.2 | $9.3M | 201k | 46.40 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $9.0M | 53k | 169.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $8.5M | 18k | 479.20 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $8.4M | 17k | 499.66 | |
| Merck & Co (MRK) | 1.9 | $8.0M | 67k | 120.29 | |
| Linde SHS (LIN) | 1.8 | $7.8M | 16k | 495.76 | |
| Tractor Supply Company (TSCO) | 1.8 | $7.7M | 170k | 45.30 | |
| Bank of New York Mellon Corporation (BNY) | 1.8 | $7.7M | 65k | 118.63 | |
| McDonald's Corporation (MCD) | 1.7 | $7.5M | 24k | 310.78 | |
| Albemarle Corp 7.25% Dep Shs A (ALB.PA) | 1.7 | $7.2M | 101k | 71.85 | |
| Ishares Core Msci Emkt (IEMG) | 1.7 | $7.2M | 103k | 69.75 | |
| Amazon (AMZN) | 1.6 | $7.0M | 34k | 208.27 | |
| Nextera Energy (NEE) | 1.6 | $6.9M | 74k | 92.88 | |
| NVIDIA Corporation (NVDA) | 1.6 | $6.8M | 39k | 174.40 | |
| Procter & Gamble Company (PG) | 1.6 | $6.8M | 47k | 144.44 | |
| Lockheed Martin Corporation (LMT) | 1.6 | $6.7M | 11k | 604.40 | |
| Xylem (XYL) | 1.6 | $6.7M | 56k | 119.50 | |
| Snap-on Incorporated (SNA) | 1.5 | $6.5M | 18k | 363.22 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $6.3M | 70k | 90.53 | |
| Labcorp Holdings Com Shs (LH) | 1.5 | $6.2M | 23k | 266.81 | |
| Abbott Laboratories (ABT) | 1.4 | $6.1M | 60k | 102.67 | |
| Duke Energy Corp Com New (DUK) | 1.4 | $6.0M | 46k | 130.94 | |
| Coca-Cola Company (KO) | 1.3 | $5.6M | 74k | 76.05 | |
| D.R. Horton (DHI) | 1.3 | $5.5M | 40k | 137.22 | |
| ConocoPhillips (COP) | 1.3 | $5.5M | 42k | 132.00 | |
| Verizon Communications (VZ) | 1.3 | $5.4M | 108k | 50.20 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $5.3M | 11k | 491.53 | |
| Pepsi (PEP) | 1.2 | $5.2M | 34k | 155.29 | |
| Colgate-Palmolive Company (CL) | 1.2 | $5.2M | 61k | 85.23 | |
| Us Bancorp Com New (USB) | 1.2 | $4.9M | 95k | 52.01 | |
| SYSCO Corporation (SYY) | 1.1 | $4.8M | 68k | 71.33 | |
| Walt Disney Company (DIS) | 1.1 | $4.7M | 48k | 96.38 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $4.6M | 19k | 248.00 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.1 | $4.6M | 75k | 61.26 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $4.6M | 7.0k | 650.37 | |
| Eli Lilly & Co. (LLY) | 1.0 | $4.4M | 4.8k | 919.77 | |
| Medtronic SHS (MDT) | 1.0 | $4.4M | 51k | 86.65 | |
| United Parcel Svcs CL B (UPS) | 1.0 | $4.2M | 42k | 98.38 | |
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $4.1M | 47k | 88.16 | |
| Equinix (EQIX) | 0.9 | $4.0M | 4.1k | 980.24 | |
| General Mills (GIS) | 0.9 | $4.0M | 108k | 37.22 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.0M | 12k | 320.81 | |
| Omni (OMC) | 0.8 | $3.5M | 47k | 75.31 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $3.5M | 123k | 28.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $3.5M | 18k | 198.29 | |
| Cintas Corporation (CTAS) | 0.8 | $3.4M | 20k | 169.14 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $3.4M | 51k | 67.53 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $3.3M | 14k | 243.07 | |
| Home Depot (HD) | 0.7 | $2.9M | 8.8k | 328.89 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.6M | 32k | 79.56 | |
| Caterpillar (CAT) | 0.6 | $2.5M | 3.5k | 708.46 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.3M | 9.6k | 244.44 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.2M | 8.4k | 261.92 | |
| Chevron Corporation (CVX) | 0.4 | $1.6M | 7.7k | 206.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | 5.0k | 286.87 | |
| Oracle Corporation (ORCL) | 0.3 | $1.4M | 9.7k | 147.11 | |
| Stryker Corporation (SYK) | 0.3 | $1.4M | 4.4k | 328.59 | |
| Independent Bank (INDB) | 0.3 | $1.3M | 17k | 75.21 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | 20k | 64.08 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.2M | 16k | 75.10 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $956k | 32k | 30.32 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $892k | 4.6k | 191.90 | |
| International Business Machines (IBM) | 0.2 | $790k | 3.3k | 242.42 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $755k | 14k | 54.05 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $754k | 1.6k | 463.19 | |
| Waste Management (WM) | 0.2 | $710k | 3.1k | 229.79 | |
| Paychex (PAYX) | 0.2 | $696k | 7.6k | 92.12 | |
| Illinois Tool Works (ITW) | 0.2 | $672k | 2.6k | 260.29 | |
| Emerson Electric (EMR) | 0.2 | $668k | 5.1k | 131.02 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $614k | 12k | 50.14 | |
| 3M Company (MMM) | 0.1 | $593k | 4.1k | 145.23 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $499k | 865.00 | 577.01 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $475k | 4.8k | 99.27 | |
| Tesla Motors (TSLA) | 0.1 | $470k | 1.3k | 371.75 | |
| Southern Company (SO) | 0.1 | $455k | 4.7k | 96.52 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $454k | 2.6k | 173.45 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $451k | 7.0k | 64.35 | |
| Amgen (AMGN) | 0.1 | $435k | 1.2k | 351.85 | |
| Bristol Myers Squibb (BMY) | 0.1 | $404k | 6.7k | 60.65 | |
| PPG Industries (PPG) | 0.1 | $396k | 3.7k | 106.88 | |
| Qualcomm (QCOM) | 0.1 | $389k | 3.0k | 128.78 | |
| Danaher Corporation (DHR) | 0.1 | $364k | 1.9k | 189.60 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $360k | 3.6k | 99.97 | |
| Pfizer (PFE) | 0.1 | $337k | 12k | 28.08 | |
| Automatic Data Processing (ADP) | 0.1 | $331k | 1.6k | 203.18 | |
| Nucor Corporation (NUE) | 0.1 | $327k | 1.9k | 169.10 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $315k | 1.6k | 192.90 | |
| Costco Wholesale Corporation (COST) | 0.1 | $289k | 290.00 | 996.43 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $285k | 3.0k | 96.47 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $274k | 643.00 | 426.40 | |
| Ge Aerospace Com New (GE) | 0.1 | $274k | 965.00 | 283.77 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $274k | 768.00 | 356.56 | |
| Applied Materials (AMAT) | 0.1 | $272k | 795.00 | 341.79 | |
| General Dynamics Corporation (GD) | 0.1 | $264k | 770.00 | 343.22 | |
| Goldman Sachs (GS) | 0.1 | $254k | 300.00 | 845.99 | |
| Boston Properties (BXP) | 0.1 | $252k | 4.9k | 51.90 | |
| American Express Company (AXP) | 0.1 | $242k | 800.00 | 302.48 | |
| Masco Corporation (MAS) | 0.1 | $242k | 4.0k | 60.37 | |
| Lowe's Companies (LOW) | 0.1 | $232k | 980.00 | 236.28 | |
| Genuine Parts Company (GPC) | 0.1 | $227k | 2.2k | 105.75 | |
| Wec Energy Group (WEC) | 0.1 | $220k | 1.9k | 115.77 | |
| Ge Vernova (GEV) | 0.1 | $217k | 249.00 | 872.90 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $209k | 2.9k | 72.69 | |
| AFLAC Incorporated (AFL) | 0.0 | $206k | 1.9k | 109.71 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $206k | 1.1k | 194.14 | |
| UnitedHealth (UNH) | 0.0 | $200k | 740.00 | 270.59 |
