Boston Research & Management as of June 30, 2026
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 121 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $22M | 29k | 748.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $16M | 43k | 357.37 | |
| Cisco Systems (CSCO) | 3.2 | $15M | 124k | 117.46 | |
| Apple (AAPL) | 3.1 | $14M | 49k | 289.36 | |
| Microsoft Corporation (MSFT) | 3.0 | $14M | 37k | 373.02 | |
| Wal-Mart Stores (WMT) | 2.7 | $12M | 108k | 113.26 | |
| Abbvie (ABBV) | 2.7 | $12M | 48k | 251.64 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $11M | 75k | 148.31 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $11M | 32k | 327.33 | |
| Fastenal Company (FAST) | 2.1 | $9.6M | 200k | 48.03 | |
| Bank of New York Mellon Corporation (BNY) | 2.0 | $9.2M | 64k | 144.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $8.7M | 17k | 500.39 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $8.5M | 17k | 513.60 | |
| Merck & Co (MRK) | 1.9 | $8.5M | 66k | 128.50 | |
| Ishares Core Msci Emkt (IEMG) | 1.8 | $8.3M | 101k | 82.84 | |
| Linde SHS (LIN) | 1.8 | $8.1M | 16k | 518.94 | |
| Amazon (AMZN) | 1.8 | $8.0M | 33k | 238.34 | |
| NVIDIA Corporation (NVDA) | 1.7 | $7.7M | 39k | 200.09 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $7.2M | 53k | 136.72 | |
| Snap-on Incorporated (SNA) | 1.6 | $7.1M | 18k | 402.40 | |
| Procter & Gamble Company (PG) | 1.5 | $6.9M | 47k | 146.64 | |
| Xylem (XYL) | 1.5 | $6.7M | 57k | 118.21 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $6.6M | 69k | 96.58 | |
| D.R. Horton (DHI) | 1.4 | $6.5M | 40k | 162.88 | |
| Labcorp Holdings Com Shs (LH) | 1.4 | $6.5M | 23k | 280.00 | |
| McDonald's Corporation (MCD) | 1.4 | $6.5M | 24k | 270.30 | |
| Nextera Energy (NEE) | 1.4 | $6.5M | 74k | 87.77 | |
| Coca-Cola Company (KO) | 1.3 | $6.0M | 74k | 81.27 | |
| Eli Lilly & Co. (LLY) | 1.3 | $5.8M | 4.8k | 1199.43 | |
| Duke Energy Corp Com New (DUK) | 1.3 | $5.8M | 46k | 126.58 | |
| SYSCO Corporation (SYY) | 1.3 | $5.7M | 69k | 83.58 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $5.7M | 11k | 509.47 | |
| Us Bancorp Com New (USB) | 1.3 | $5.7M | 94k | 60.40 | |
| Colgate-Palmolive Company (CL) | 1.2 | $5.5M | 61k | 91.68 | |
| Albemarle Corp 7.25% Dep Shs A (ALB.PA) | 1.2 | $5.5M | 100k | 55.35 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $5.5M | 11k | 501.36 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $5.4M | 18k | 300.45 | |
| Abbott Laboratories (ABT) | 1.2 | $5.4M | 60k | 90.74 | |
| Tractor Supply Company (TSCO) | 1.2 | $5.4M | 169k | 31.61 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $5.2M | 7.0k | 746.80 | |
| Lowe's Companies (LOW) | 1.1 | $5.0M | 23k | 220.49 | |
| Pepsi (PEP) | 1.0 | $4.6M | 34k | 135.40 | |
| Verizon Communications (VZ) | 1.0 | $4.6M | 108k | 42.34 | |
| Walt Disney Company (DIS) | 1.0 | $4.6M | 48k | 96.25 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $4.6M | 12k | 370.04 | |
| United Parcel Svcs CL B (UPS) | 1.0 | $4.6M | 42k | 107.50 | |
| ConocoPhillips (COP) | 1.0 | $4.3M | 41k | 103.96 | |
| Equinix (EQIX) | 0.9 | $4.2M | 4.1k | 1042.39 | |
| Medtronic SHS (MDT) | 0.9 | $4.0M | 51k | 78.23 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.9 | $4.0M | 74k | 53.11 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $3.9M | 50k | 77.11 | |
| General Mills (GIS) | 0.8 | $3.6M | 104k | 34.80 | |
| Caterpillar (CAT) | 0.8 | $3.6M | 3.4k | 1064.90 | |
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $3.5M | 47k | 75.51 | |
| Cintas Corporation (CTAS) | 0.8 | $3.4M | 20k | 170.08 | |
| Omni (OMC) | 0.7 | $3.4M | 46k | 72.83 | |
| Home Depot (HD) | 0.7 | $3.1M | 8.8k | 352.68 | |
| Comcast Corp Cl A (CMCSA) | 0.7 | $3.1M | 125k | 24.55 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $2.8M | 14k | 205.01 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.5M | 32k | 79.97 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.5M | 8.3k | 303.12 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.4M | 9.6k | 253.97 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.2M | 18k | 124.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | 4.9k | 353.35 | |
| Independent Bank (INDB) | 0.3 | $1.4M | 17k | 83.72 | |
| Oracle Corporation (ORCL) | 0.3 | $1.4M | 9.6k | 146.55 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.4M | 20k | 71.25 | |
| Stryker Corporation (SYK) | 0.3 | $1.4M | 4.4k | 314.84 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.3M | 16k | 83.75 | |
| Chevron Corporation (CVX) | 0.3 | $1.3M | 7.7k | 165.76 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.0M | 4.7k | 212.75 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $948k | 31k | 30.49 | |
| International Business Machines (IBM) | 0.2 | $917k | 3.3k | 281.25 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $850k | 1.6k | 522.39 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $834k | 14k | 59.69 | |
| Paychex (PAYX) | 0.2 | $743k | 7.6k | 98.33 | |
| Emerson Electric (EMR) | 0.2 | $730k | 5.1k | 143.15 | |
| Illinois Tool Works (ITW) | 0.2 | $698k | 2.6k | 270.47 | |
| Waste Management (WM) | 0.2 | $689k | 3.1k | 222.88 | |
| 3M Company (MMM) | 0.1 | $662k | 4.1k | 161.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $624k | 847.00 | 736.18 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $603k | 12k | 51.51 | |
| Applied Materials (AMAT) | 0.1 | $575k | 795.00 | 723.00 | |
| Qualcomm (QCOM) | 0.1 | $558k | 3.0k | 184.79 | |
| Tesla Motors (TSLA) | 0.1 | $532k | 1.3k | 420.60 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $520k | 3.6k | 144.48 | |
| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $491k | 7.1k | 69.50 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $458k | 4.6k | 98.99 | |
| Southern Company (SO) | 0.1 | $451k | 4.7k | 95.71 | |
| PPG Industries (PPG) | 0.1 | $449k | 3.7k | 121.29 | |
| Amgen (AMGN) | 0.1 | $448k | 1.2k | 362.12 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $437k | 2.6k | 166.67 | |
| Nucor Corporation (NUE) | 0.1 | $431k | 1.9k | 222.75 | |
| Bristol Myers Squibb (BMY) | 0.1 | $384k | 6.7k | 57.62 | |
| Intel Corporation (INTC) | 0.1 | $377k | 2.7k | 139.63 | |
| Danaher Corporation (DHR) | 0.1 | $365k | 1.9k | 190.48 | |
| Automatic Data Processing (ADP) | 0.1 | $365k | 1.6k | 223.95 | |
| Ge Aerospace Com New (GE) | 0.1 | $361k | 965.00 | 373.73 | |
| Masco Corporation (MAS) | 0.1 | $326k | 4.0k | 81.37 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $324k | 3.0k | 109.77 | |
| Boston Properties (BXP) | 0.1 | $322k | 4.9k | 66.31 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $316k | 1.1k | 298.07 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $315k | 768.00 | 409.50 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $313k | 2.5k | 124.17 | |
| UnitedHealth (UNH) | 0.1 | $308k | 740.00 | 415.63 | |
| Goldman Sachs (GS) | 0.1 | $303k | 300.00 | 1011.37 | |
| Ge Vernova (GEV) | 0.1 | $293k | 249.00 | 1174.86 | |
| Pfizer (PFE) | 0.1 | $289k | 12k | 24.08 | |
| General Dynamics Corporation (GD) | 0.1 | $273k | 770.00 | 354.24 | |
| Costco Wholesale Corporation (COST) | 0.1 | $271k | 290.00 | 935.47 | |
| American Express Company (AXP) | 0.1 | $271k | 800.00 | 338.25 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $262k | 1.4k | 189.73 | |
| Genuine Parts Company (GPC) | 0.1 | $236k | 2.0k | 117.98 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $233k | 945.00 | 246.21 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $231k | 1.7k | 132.83 | |
| Wec Energy Group (WEC) | 0.0 | $222k | 1.9k | 116.77 | |
| AFLAC Incorporated (AFL) | 0.0 | $220k | 1.9k | 117.25 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $220k | 2.9k | 76.40 | |
| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $217k | 2.0k | 107.82 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $212k | 980.00 | 216.60 | |
| Chubb (CB) | 0.0 | $201k | 590.00 | 340.74 |
