Boston Research & Management Inc Top Holdings and 13F Report (2025)

About Boston Research & Management Inc

Investment Activity

Boston Research & Management Inc has $407.37 thousand in total holdings as of December 31, 2024.
Boston Research & Management Inc owns shares of 115 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 2.49% of the portfolio was purchased this quarter.
About 1.41% of the portfolio was sold this quarter.
This quarter, Boston Research & Management Inc has purchased 115 new stocks and bought additional shares in 25 stocks.
Boston Research & Management Inc sold shares of 40 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $19,013
Microsoft: $17,649
Apple: $14,290
Walmart: $12,098
Mastercard: $11,235

Largest New Holdings this Quarter

Boeing: $230 Holding
Yum China: $208 Holding
Empire State Realty OP: $109 Holding

Largest Purchases this Quarter

Tractor Supply: 142,463 shares (about $7.56K)
Energy Select Sector SPDR Fund: 2,945 shares (about $252.24)
Boeing: 1,300 shares (about $230.00)
Sysco: 2,949 shares (about $225.44)
Yum China: 4,320 shares (about $208.00)

Largest Sales this Quarter

Qorvo: 26,044 shares (about $1.82K)
CVS Health: 27,982 shares (about $1.26K)
International Business Machines: 1,220 shares (about $268.07)
Walmart: 2,849 shares (about $257.41)
Bank of New York Mellon: 1,666 shares (about $127.99)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$19,013	$98 ▼	-0.5%	32,298	4.7%	ETF
MSFT Microsoft	$17,649	$91 ▼	-0.5%	41,872	4.3%	Computer and Technology
AAPL Apple	$14,290	$109 ▼	-0.8%	57,065	3.5%	Computer and Technology
WMT Walmart	$12,098	$257 ▼	-2.1%	133,902	3.0%	Retail/Wholesale
MA Mastercard	$11,235	$84 ▼	-0.7%	21,337	2.8%	Business Services
GOOGL Alphabet	$9,868	$89 ▼	-0.9%	52,130	2.4%	Computer and Technology
TSCO Tractor Supply	$9,503	$7,559 ▲	388.9%	179,100	2.3%	Retail/Wholesale
ABBV AbbVie	$9,264	$18 ▼	-0.2%	52,136	2.3%	Medical
BRK.B Berkshire Hathaway	$8,891	$103 ▼	-1.1%	19,616	2.2%	Finance
JPM JPMorgan Chase & Co.	$8,847	$53 ▼	-0.6%	36,910	2.2%	Finance
CSCO Cisco Systems	$8,771	$35 ▼	-0.4%	148,163	2.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$8,499	$105 ▼	-1.2%	73,765	2.1%	ETF
FAST Fastenal	$7,741	$14 ▼	-0.2%	107,655	1.9%	Retail/Wholesale
AMZN Amazon.com	$7,670	$20 ▼	-0.3%	34,964	1.9%	Retail/Wholesale
XYL Xylem	$7,560	$63 ▼	-0.8%	65,162	1.9%	Business Services
PG Procter & Gamble	$7,461	$76 ▲	1.0%	44,509	1.8%	Consumer Staples
MCD McDonald's	$7,260	$24 ▼	-0.3%	25,046	1.8%	Retail/Wholesale
ABT Abbott Laboratories	$7,054	$3 ▼	0.0%	62,366	1.7%	Medical
BK Bank of New York Mellon	$7,038	$128 ▼	-1.8%	91,610	1.7%	Finance
GIS General Mills	$6,848	$1 ▲	0.0%	107,387	1.7%	Consumer Staples
Linde PLC	$6,705	$11 ▼	-0.2%	16,015	1.6%	COM
ACN Accenture	$6,521	$18 ▼	-0.3%	18,539	1.6%	Computer and Technology
SNA Snap-on	$6,379	$23 ▼	-0.4%	18,791	1.6%	Consumer Discretionary
MRK Merck & Co., Inc.	$6,374	$174 ▲	2.8%	64,076	1.6%	Medical
Labcorp Holdings	$5,810	$29 ▲	0.5%	25,337	1.4%	COM
CL Colgate-Palmolive	$5,797	$49 ▲	0.9%	63,771	1.4%	Consumer Staples
XOM Exxon Mobil	$5,669	$31 ▲	0.6%	52,704	1.4%	Oils/Energy
DHI D.R. Horton	$5,656	$45 ▼	-0.8%	40,453	1.4%	Construction
IEMG iShares Core MSCI Emerging Markets ETF	$5,480	$69 ▲	1.3%	104,942	1.3%	ETF
LMT Lockheed Martin	$5,445	$35 ▲	0.6%	11,206	1.3%	Aerospace
NEE NextEra Energy	$5,356	$59 ▲	1.1%	74,722	1.3%	Utilities
PEP PepsiCo	$5,309	$108 ▲	2.1%	34,918	1.3%	Consumer Staples
DIS Walt Disney	$5,245	$104 ▲	2.0%	47,108	1.3%	Consumer Discretionary
UPS United Parcel Service	$5,139	$149 ▲	3.0%	40,759	1.3%	Transportation
SYY Sysco	$5,086	$225 ▲	4.6%	66,529	1.2%	Consumer Staples
DUK Duke Energy	$4,951	$17 ▼	-0.3%	45,962	1.2%	Utilities
CMCSA Comcast	$4,947	$6 ▼	-0.1%	131,823	1.2%	Consumer Discretionary
KO Coca-Cola	$4,878	$19 ▼	-0.4%	78,350	1.2%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$4,841	$113 ▲	2.4%	68,893	1.2%	ETF
TMO Thermo Fisher Scientific	$4,837	$4 ▲	0.1%	9,298	1.2%	Medical
IWM iShares Russell 2000 ETF	$4,649		0.0%	21,041	1.1%	Finance
USB U.S. Bancorp	$4,521	$73 ▲	1.6%	94,541	1.1%	Finance
OMC Omnicom Group	$4,419	$108 ▲	2.5%	51,365	1.1%	Business Services
VZ Verizon Communications	$4,258	$166 ▲	4.1%	106,500	1.0%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$4,229	$252 ▲	6.3%	49,376	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$4,170	$1 ▲	0.0%	7,116	1.0%	Finance
MDT Medtronic	$4,063	$8 ▼	-0.2%	50,868	1.0%	Medical
CTAS Cintas	$3,891	$91 ▼	-2.3%	21,300	1.0%	Business Services
VTI Vanguard Total Stock Market ETF	$3,587		0.0%	12,380	0.9%	ETF
ADBE Adobe	$3,537	$203 ▲	6.1%	7,956	0.9%	Computer and Technology
HD Home Depot	$3,425		0.0%	8,805	0.8%	Retail/Wholesale
COP ConocoPhillips	$3,251	$6 ▲	0.2%	32,784	0.8%	Oils/Energy
LLY Eli Lilly and Company	$3,233		0.0%	4,188	0.8%	Medical
IJH iShares Core S&P Mid-Cap ETF	$3,068	$35 ▼	-1.1%	49,240	0.8%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,606	$20 ▼	-0.7%	33,135	0.6%	ETF
IAU iShares Gold Trust	$2,489	$5 ▼	-0.2%	50,283	0.6%	Finance
VB Vanguard Small-Cap ETF	$2,467	$84 ▼	-3.3%	10,269	0.6%	ETF
GOOG Alphabet	$1,910	$10 ▼	-0.5%	10,030	0.5%	Computer and Technology
BBH VanEck Biotech ETF	$1,833		0.0%	11,681	0.4%	Finance
ORCL Oracle	$1,709	$10 ▼	-0.6%	10,259	0.4%	Computer and Technology
IBB iShares Biotechnology ETF	$1,660		0.0%	12,557	0.4%	Finance
SYK Stryker	$1,567		0.0%	4,354	0.4%	Medical
CVS CVS Health	$1,522	$1,256 ▼	-45.2%	33,908	0.4%	Medical
NVDA NVIDIA	$1,479	$11 ▼	-0.7%	11,020	0.4%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,432		0.0%	3,367	0.4%	Finance
JNJ Johnson & Johnson	$1,397		0.0%	9,661	0.3%	Medical
CAT Caterpillar	$1,284		0.0%	3,542	0.3%	Industrial Products
CVX Chevron	$1,246		0.0%	8,608	0.3%	Oils/Energy
VEU Vanguard FTSE All-World ex-US ETF	$1,222	$33 ▼	-2.6%	21,293	0.3%	ETF
PAYX Paychex	$1,064		0.0%	7,590	0.3%	Business Services
VEA Vanguard FTSE Developed Markets ETF	$1,052		0.0%	21,999	0.3%	ETF
HYD VanEck High Yield Muni ETF	$992		0.0%	19,119	0.2%	ETF
QRVO Qorvo	$877	$1,819 ▼	-67.5%	12,555	0.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$711		0.0%	16,147	0.2%	ETF
IBM International Business Machines	$706	$268 ▼	-27.5%	3,213	0.2%	Computer and Technology
ITW Illinois Tool Works	$654		0.0%	2,580	0.2%	Industrial Products
EMR Emerson Electric	$632		0.0%	5,100	0.2%	Industrial Products
WM Waste Management	$623		0.0%	3,090	0.2%	Business Services
YUM Yum! Brands	$579		0.0%	4,320	0.1%	Retail/Wholesale
MMM 3M	$567		0.0%	4,394	0.1%	Multi-Sector Conglomerates
MMC Marsh & McLennan Companies	$556		0.0%	2,620	0.1%	Finance
ADP Automatic Data Processing	$502		0.0%	1,715	0.1%	Business Services
PFF iShares Preferred and Income Securities ETF	$493	$7 ▼	-1.4%	15,682	0.1%	ETF
AOR iShares Core Growth Allocation ETF	$484	$11 ▼	-2.2%	8,449	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$472	$1 ▲	0.3%	2,697	0.1%	ETF
QCOM QUALCOMM	$463		0.0%	3,020	0.1%	Computer and Technology
PPG PPG Industries	$441		0.0%	3,700	0.1%	Basic Materials
DHR Danaher	$440		0.0%	1,918	0.1%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$419	$1 ▲	0.2%	4,327	0.1%	Finance
QQQ Invesco QQQ	$417	$5 ▼	-1.1%	816	0.1%	Finance
GE General Electric	$402		0.0%	2,413	0.1%	Transportation
PFE Pfizer	$398		0.0%	15,027	0.1%	Medical
KMB Kimberly-Clark	$397		0.0%	3,030	0.1%	Consumer Staples
SO Southern	$387		0.0%	4,710	0.1%	Utilities
BMY Bristol-Myers Squibb	$376		0.0%	6,660	0.1%	Medical
UNH UnitedHealth Group	$374		0.0%	740	0.1%	Medical
BXP Boston Properties	$360		0.0%	4,850	0.1%	Finance
AMGN Amgen	$322		0.0%	1,237	0.1%	Medical
IWF iShares Russell 1000 Growth ETF	$310		0.0%	772	0.1%	ETF
IXN iShares Global Tech ETF	$305		0.0%	3,600	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Boston Research & Management Inc Top Holdings and 13F Report (2025)

About Boston Research & Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Boston Research & Management Inc Top Holdings and 13F Report (2025)

About Boston Research & Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoston Research & Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools