Boston Research & Management Inc Top Holdings and 13F Report (2024)

About Boston Research & Management Inc

Investment Activity

Boston Research & Management Inc has $425.68 thousand in total holdings as of September 30, 2024.
Boston Research & Management Inc owns shares of 115 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 2.93% of the portfolio was purchased this quarter.
About 2.24% of the portfolio was sold this quarter.
This quarter, Boston Research & Management Inc has purchased 114 new stocks and bought additional shares in 43 stocks.
Boston Research & Management Inc sold shares of 27 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $18,726
Microsoft: $18,110
Apple: $13,397
Walmart: $11,042
Tractor Supply: $10,658

Largest New Holdings this Quarter

Adobe: $3,882 Holding
Clorox: $224 Holding
American Express: $216 Holding
RTX: $214 Holding
Aflac: $210 Holding

Largest Purchases this Quarter

Adobe: 7,499 shares (about $3.88K)
Cintas: 16,270 shares (about $3.35K)
United Parcel Service: 2,723 shares (about $371.20)
PepsiCo: 1,740 shares (about $295.88)
Clorox: 1,375 shares (about $224.00)

Largest Sales this Quarter

CVS Health: 5,956 shares (about $374.45)
iShares Biotechnology ETF: 1,685 shares (about $245.30)
Microsoft: 564 shares (about $242.68)
Eli Lilly and Company: 245 shares (about $217.04)
Linde PLC: 415 shares (about $197.88)

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	$18,726	$6 ▼	0.0%	32,465	4.4%	ETF
MSFT Microsoft	$18,110	$243 ▼	-1.3%	42,088	4.3%	Computer and Technology
AAPL Apple	$13,397	$116 ▼	-0.9%	57,501	3.1%	Computer and Technology
WMT Walmart	$11,042	$50 ▼	-0.4%	136,751	2.6%	Retail/Wholesale
TSCO Tractor Supply	$10,658	$80 ▲	0.8%	36,637	2.5%	Retail/Wholesale
MA Mastercard	$10,615	$5 ▼	0.0%	21,497	2.5%	Business Services
ABBV AbbVie	$10,315	$35 ▼	-0.3%	52,238	2.4%	Medical
BRK.B Berkshire Hathaway	$9,133	$3 ▼	0.0%	19,843	2.1%	Finance
XYL Xylem	$8,872	$166 ▲	1.9%	65,706	2.1%	Business Services
IJR iShares Core S&P Small-Cap ETF	$8,734	$78 ▲	0.9%	74,677	2.1%	ETF
GOOGL Alphabet	$8,723	$107 ▲	1.2%	52,598	2.0%	Computer and Technology
GIS General Mills	$7,929	$134 ▲	1.7%	107,372	1.9%	Consumer Staples
CSCO Cisco Systems	$7,916	$115 ▲	1.5%	148,747	1.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$7,829	$3 ▲	0.0%	37,132	1.8%	Finance
DHI D.R. Horton	$7,779	$68 ▼	-0.9%	40,778	1.8%	Construction
FAST Fastenal	$7,702	$137 ▲	1.8%	107,850	1.8%	Retail/Wholesale
MCD McDonald's	$7,652	$58 ▲	0.8%	25,129	1.8%	Retail/Wholesale
Linde PLC	$7,649	$198 ▼	-2.5%	16,042	1.8%	COM
PG Procter & Gamble	$7,630	$38 ▲	0.5%	44,057	1.8%	Consumer Staples
ABT Abbott Laboratories	$7,113	$53 ▲	0.8%	62,390	1.7%	Medical
MRK Merck & Co., Inc.	$7,078	$178 ▲	2.6%	62,330	1.7%	Medical
BK Bank of New York Mellon	$6,702	$8 ▲	0.1%	93,276	1.6%	Finance
ACN Accenture	$6,571	$66 ▲	1.0%	18,590	1.5%	Computer and Technology
CL Colgate-Palmolive	$6,564	$32 ▲	0.5%	63,231	1.5%	Consumer Staples
AMZN Amazon.com	$6,531	$113 ▲	1.8%	35,053	1.5%	Retail/Wholesale
LMT Lockheed Martin	$6,508	$90 ▲	1.4%	11,134	1.5%	Aerospace
NEE NextEra Energy	$6,246	$98 ▲	1.6%	73,899	1.5%	Utilities
XOM Exxon Mobil	$6,143	$124 ▲	2.1%	52,414	1.4%	Oils/Energy
IEMG iShares Core MSCI Emerging Markets ETF	$5,949	$100 ▲	1.7%	103,623	1.4%	ETF
PEP PepsiCo	$5,817	$296 ▲	5.4%	34,208	1.4%	Consumer Staples
TMO Thermo Fisher Scientific	$5,747	$141 ▲	2.5%	9,291	1.4%	Medical
KO Coca-Cola	$5,652	$1 ▲	0.0%	78,660	1.3%	Consumer Staples
Labcorp Holdings	$5,633	$117 ▲	2.1%	25,209	1.3%	COM
CMCSA Comcast	$5,512	$105 ▲	1.9%	131,978	1.3%	Consumer Discretionary
SNA Snap-on	$5,463	$92 ▲	1.7%	18,859	1.3%	Consumer Discretionary
UPS United Parcel Service	$5,395	$371 ▲	7.4%	39,576	1.3%	Transportation
DUK Duke Energy	$5,317	$34 ▲	0.6%	46,120	1.2%	Utilities
IEFA iShares Core MSCI EAFE ETF	$5,251	$73 ▲	1.4%	67,278	1.2%	ETF
OMC Omnicom Group	$5,180	$95 ▲	1.9%	50,110	1.2%	Business Services
SYY Sysco	$4,963	$210 ▲	4.4%	63,580	1.2%	Consumer Staples
IWM iShares Russell 2000 ETF	$4,647		0.0%	21,041	1.1%	Finance
VZ Verizon Communications	$4,596	$95 ▲	2.1%	102,346	1.1%	Computer and Technology
MDT Medtronic	$4,588	$223 ▲	5.1%	50,964	1.1%	Medical
CTAS Cintas	$4,488	$3,350 ▲	294.2%	21,800	1.1%	Industrial Products
DIS Walt Disney	$4,441	$126 ▼	-2.8%	46,171	1.0%	Consumer Discretionary
USB U.S. Bancorp	$4,253	$113 ▲	2.7%	93,011	1.0%	Finance
SPY SPDR S&P 500 ETF Trust	$4,081	$9 ▼	-0.2%	7,114	1.0%	Finance
XLE Energy Select Sector SPDR Fund	$4,076		0.0%	46,431	1.0%	ETF
QRVO Qorvo	$3,987	$166 ▲	4.3%	38,599	0.9%	Computer and Technology
CVS CVS Health	$3,891	$374 ▼	-8.8%	61,890	0.9%	Retail/Wholesale
ADBE Adobe	$3,882	$3,882 ▲	New Holding	7,499	0.9%	Computer and Technology
LLY Eli Lilly and Company	$3,710	$217 ▼	-5.5%	4,188	0.9%	Medical
HD Home Depot	$3,567		0.0%	8,805	0.8%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$3,505		0.0%	12,380	0.8%	ETF
COP ConocoPhillips	$3,444	$199 ▲	6.1%	32,719	0.8%	Oils/Energy
IJH iShares Core S&P Mid-Cap ETF	$3,103	$13 ▲	0.4%	49,794	0.7%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,680	$1 ▼	0.0%	33,385	0.6%	ETF
VB Vanguard Small-Cap ETF	$2,518	$8 ▼	-0.3%	10,619	0.6%	ETF
IAU iShares Gold Trust	$2,504	$56 ▼	-2.2%	50,383	0.6%	Finance
BBH VanEck Biotech ETF	$2,072	$119 ▼	-5.4%	11,681	0.5%	Finance
IBB iShares Biotechnology ETF	$1,828	$245 ▼	-11.8%	12,557	0.4%	Finance
ORCL Oracle	$1,758		0.0%	10,319	0.4%	Computer and Technology
GOOG Alphabet	$1,685	$11 ▼	-0.6%	10,080	0.4%	Computer and Technology
SYK Stryker	$1,572		0.0%	4,354	0.4%	Medical
JNJ Johnson & Johnson	$1,565	$8 ▼	-0.5%	9,661	0.4%	Medical
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,424	$3 ▲	0.2%	3,367	0.3%	Finance
CAT Caterpillar	$1,385		0.0%	3,542	0.3%	Industrial Products
VEU Vanguard FTSE All-World ex-US ETF	$1,377		0.0%	21,863	0.3%	ETF
NVDA NVIDIA	$1,347	$73 ▼	-5.1%	11,100	0.3%	Computer and Technology
CVX Chevron	$1,267		0.0%	8,608	0.3%	Oils/Energy
VEA Vanguard FTSE Developed Markets ETF	$1,161		0.0%	21,999	0.3%	ETF
PAYX Paychex	$1,018	$3 ▼	-0.3%	7,590	0.2%	Business Services
HYD VanEck High Yield Muni ETF	$1,014	$83 ▼	-7.6%	19,119	0.2%	ETF
IBM International Business Machines	$980		0.0%	4,433	0.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$772		0.0%	16,147	0.2%	ETF
ITW Illinois Tool Works	$676		0.0%	2,580	0.2%	Industrial Products
WM Waste Management	$641		0.0%	3,090	0.2%	Business Services
YUM Yum! Brands	$603		0.0%	4,320	0.1%	Retail/Wholesale
MMM 3M	$600		0.0%	4,394	0.1%	Multi-Sector Conglomerates
MMC Marsh & McLennan Companies	$584		0.0%	2,620	0.1%	Finance
EMR Emerson Electric	$557		0.0%	5,100	0.1%	Industrial Products
DHR Danaher	$533	$44 ▼	-7.7%	1,918	0.1%	Multi-Sector Conglomerates
PFF iShares Preferred and Income Securities ETF	$528	$2 ▼	-0.4%	15,897	0.1%	ETF
QCOM QUALCOMM	$513		0.0%	3,020	0.1%	Computer and Technology
AOR iShares Core Growth Allocation ETF	$511	$5 ▲	1.1%	8,637	0.1%	ETF
PPG PPG Industries	$490		0.0%	3,700	0.1%	Basic Materials
RSP Invesco S&P 500 Equal Weight ETF	$481	$19 ▲	4.2%	2,690	0.1%	ETF
ADP Automatic Data Processing	$474		0.0%	1,715	0.1%	Business Services
GE General Electric	$455		0.0%	2,413	0.1%	Transportation
AGG iShares Core U.S. Aggregate Bond ETF	$437	$4 ▲	0.9%	4,317	0.1%	Finance
PFE Pfizer	$434	$50 ▼	-10.4%	15,027	0.1%	Medical
UNH UnitedHealth Group	$432		0.0%	740	0.1%	Medical
KMB Kimberly-Clark	$431	$8 ▼	-1.8%	3,030	0.1%	Consumer Staples
SO Southern	$424		0.0%	4,710	0.1%	Utilities
QQQ Invesco QQQ	$402	$20 ▲	5.4%	825	0.1%	Finance
AMGN Amgen	$398		0.0%	1,237	0.1%	Medical
BXP Boston Properties	$390		0.0%	4,850	0.1%	Finance
BMY Bristol-Myers Squibb	$344		0.0%	6,660	0.1%	Medical
MAS Masco	$335		0.0%	4,000	0.1%	Construction
GPC Genuine Parts	$333		0.0%	2,390	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Boston Research & Management Inc Top Holdings and 13F Report (2024)

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

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Boston Research & Management Inc Top Holdings and 13F Report (2024)

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