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

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About Boston Research & Management Inc

Investment Activity

Boston Research & Management Inc has $404.58 thousand in total holdings as of March 31, 2024.
Boston Research & Management Inc owns shares of 116 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 2.68% of the portfolio was purchased this quarter.
About 1.31% of the portfolio was sold this quarter.
This quarter, Boston Research & Management Inc has purchased 114 new stocks and bought additional shares in 30 stocks.
Boston Research & Management Inc sold shares of 39 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Microsoft: $18,299
iShares Core S&P 500 ETF: $17,214
Mastercard: $10,507
Apple: $10,086
Tractor Supply: $9,844

Largest New Holdings this Quarter

Old Dominion Freight Line: $214 Holding
Costco Wholesale: $212 Holding
Clorox: $210 Holding

Largest Purchases this Quarter

Walmart: 93,716 shares (about $5.64K)
iShares Core S&P Mid-Cap ETF: 39,409 shares (about $2.39K)
Qorvo: 2,850 shares (about $327.25)
Old Dominion Freight Line: 980 shares (about $214.00)
Costco Wholesale: 290 shares (about $212.00)

Largest Sales this Quarter

Fastenal: 33,095 shares (about $2.55K)
Microsoft: 1,545 shares (about $649.99)
iShares Core S&P 500 ETF: 742 shares (about $390.08)
Home Depot: 480 shares (about $184.10)
AbbVie: 715 shares (about $130.20)

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
MSFT Microsoft	$18,299	$650 ▼	-3.4%	43,496	4.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$17,214	$390 ▼	-2.2%	32,744	4.3%	ETF
MA Mastercard	$10,507	$92 ▼	-0.9%	21,820	2.6%	Business Services
AAPL Apple	$10,086	$62 ▲	0.6%	58,821	2.5%	Computer and Technology
TSCO Tractor Supply	$9,844	$7 ▼	-0.1%	37,613	2.4%	Retail/Wholesale
ABBV AbbVie	$9,658	$130 ▼	-1.3%	53,037	2.4%	Medical
XYL Xylem	$8,483	$6 ▼	-0.1%	65,642	2.1%	Industrial Products
WMT Walmart	$8,460	$5,639 ▲	199.9%	140,603	2.1%	Retail/Wholesale
BRK.B Berkshire Hathaway	$8,452	$7 ▼	-0.1%	20,099	2.1%	Finance
FAST Fastenal	$8,198	$2,553 ▼	-23.7%	106,275	2.0%	Retail/Wholesale
MRK Merck & Co., Inc.	$8,118		0.0%	61,525	2.0%	Medical
GOOGL Alphabet	$8,102	$16 ▼	-0.2%	53,681	2.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$8,062	$48 ▼	-0.6%	72,946	2.0%	ETF
Linde PLC	$7,742	$1 ▼	0.0%	16,675	1.9%	COM
JPM JPMorgan Chase & Co.	$7,549	$79 ▼	-1.0%	37,689	1.9%	Finance
GIS General Mills	$7,322	$106 ▲	1.5%	104,650	1.8%	Consumer Staples
CSCO Cisco Systems	$7,253	$57 ▲	0.8%	145,339	1.8%	Computer and Technology
PG Procter & Gamble	$7,101	$56 ▲	0.8%	43,771	1.8%	Consumer Staples
ABT Abbott Laboratories	$7,022	$7 ▲	0.1%	61,784	1.7%	Medical
MCD McDonald's	$6,864	$30 ▲	0.4%	24,347	1.7%	Retail/Wholesale
DHI D.R. Horton	$6,698	$90 ▼	-1.3%	40,710	1.7%	Construction
AMZN Amazon.com	$6,247	$28 ▼	-0.4%	34,637	1.5%	Retail/Wholesale
ACN Accenture	$6,167	$10 ▼	-0.2%	17,794	1.5%	Business Services
XOM Exxon Mobil	$5,832	$29 ▼	-0.5%	50,173	1.4%	Oils/Energy
CL Colgate-Palmolive	$5,736	$27 ▼	-0.5%	63,701	1.4%	Consumer Staples
DIS Walt Disney	$5,602	$37 ▲	0.7%	45,789	1.4%	Consumer Discretionary
PEP PepsiCo	$5,556	$117 ▲	2.2%	31,747	1.4%	Consumer Staples
CMCSA Comcast	$5,491	$64 ▲	1.2%	126,688	1.4%	Consumer Discretionary
CVS CVS Health	$5,448	$70 ▲	1.3%	68,308	1.3%	Retail/Wholesale
BK Bank of New York Mellon	$5,442	$18 ▲	0.3%	94,456	1.3%	Finance
SNA Snap-on	$5,391	$5 ▲	0.1%	18,200	1.3%	Consumer Discretionary
UPS United Parcel Service	$5,374	$102 ▲	1.9%	36,161	1.3%	Transportation
INTC Intel	$5,368	$141 ▲	2.7%	121,549	1.3%	Computer and Technology
LH Laboratory Co. of America	$5,345	$74 ▲	1.4%	24,467	1.3%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$5,219	$39 ▼	-0.7%	101,150	1.3%	ETF
TMO Thermo Fisher Scientific	$5,218	$62 ▲	1.2%	8,979	1.3%	Medical
LMT Lockheed Martin	$4,974	$84 ▲	1.7%	10,935	1.2%	Aerospace
KO Coca-Cola	$4,860	$16 ▼	-0.3%	79,445	1.2%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$4,851	$110 ▼	-2.2%	65,369	1.2%	ETF
SYY Sysco	$4,847	$71 ▲	1.5%	59,715	1.2%	Consumer Staples
OMC Omnicom Group	$4,839	$49 ▼	-1.0%	50,013	1.2%	Business Services
NEE NextEra Energy	$4,509	$149 ▲	3.4%	70,554	1.1%	Utilities
XLE Energy Select Sector SPDR Fund	$4,445	$5 ▲	0.1%	47,091	1.1%	ETF
IWM iShares Russell 2000 ETF	$4,424	$4 ▼	-0.1%	21,041	1.1%	Finance
DUK Duke Energy	$4,371	$107 ▲	2.5%	45,206	1.1%	Utilities
QRVO Qorvo	$4,214	$327 ▲	8.4%	36,700	1.0%	Computer and Technology
MDT Medtronic	$4,174	$70 ▲	1.7%	47,900	1.0%	Medical
VZ Verizon Communications	$4,149	$55 ▲	1.4%	98,896	1.0%	Computer and Technology
USB U.S. Bancorp	$3,944	$105 ▲	2.7%	88,241	1.0%	Finance
COP ConocoPhillips	$3,882	$85 ▲	2.2%	30,506	1.0%	Oils/Energy
CTAS Cintas	$3,799		0.0%	5,530	0.9%	Industrial Products
SPY SPDR S&P 500 ETF Trust	$3,665	$64 ▼	-1.7%	7,008	0.9%	Finance
LLY Eli Lilly and Company	$3,448		0.0%	4,433	0.9%	Medical
HD Home Depot	$3,377	$184 ▼	-5.2%	8,805	0.8%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$3,217		0.0%	12,380	0.8%	ETF
MGA Magna International	$3,051	$100 ▲	3.4%	56,015	0.8%	Auto/Tires/Trucks
IJH iShares Core S&P Mid-Cap ETF	$3,006	$2,393 ▲	390.5%	49,501	0.7%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,622	$50 ▼	-1.9%	33,741	0.6%	ETF
VB Vanguard Small-Cap ETF	$2,488	$12 ▼	-0.5%	10,886	0.6%	ETF
IAU iShares Gold Trust	$2,210	$5 ▼	-0.2%	52,623	0.5%	Finance
BBH VanEck Biotech ETF	$2,115		0.0%	12,721	0.5%	Finance
IBB iShares Biotechnology ETF	$2,029	$37 ▼	-1.8%	14,787	0.5%	Finance
GOOG Alphabet	$1,632	$115 ▼	-6.6%	10,720	0.4%	Computer and Technology
SYK Stryker	$1,558		0.0%	4,354	0.4%	Medical
JNJ Johnson & Johnson	$1,536		0.0%	9,711	0.4%	Medical
CVX Chevron	$1,389		0.0%	8,808	0.3%	Oils/Energy
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,336		0.0%	3,360	0.3%	Finance
CAT Caterpillar	$1,297		0.0%	3,542	0.3%	Industrial Products
ORCL Oracle	$1,296		0.0%	10,319	0.3%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$1,243	$12 ▼	-1.0%	21,199	0.3%	ETF
HYD VanEck High Yield Muni ETF	$1,176	$13 ▼	-1.1%	22,512	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,103		0.0%	21,999	0.3%	ETF
NVDA NVIDIA	$1,057	$108 ▼	-9.3%	1,170	0.3%	Computer and Technology
PAYX Paychex	$935		0.0%	7,615	0.2%	Business Services
IBM International Business Machines	$879		0.0%	4,603	0.2%	Computer and Technology
FTRE Fortrea	$865	$4 ▼	-0.5%	21,554	0.2%	Medical
ITW Illinois Tool Works	$692		0.0%	2,580	0.2%	Industrial Products
VWO Vanguard FTSE Emerging Markets ETF	$674	$23 ▼	-3.3%	16,147	0.2%	ETF
WM Waste Management	$658		0.0%	3,090	0.2%	Business Services
YUM Yum! Brands	$598		0.0%	4,320	0.1%	Retail/Wholesale
EMR Emerson Electric	$578		0.0%	5,100	0.1%	Industrial Products
PFF iShares Preferred and Income Securities ETF	$545	$18 ▼	-3.2%	16,939	0.1%	ETF
MMC Marsh & McLennan Companies	$539		0.0%	2,620	0.1%	Finance
PPG PPG Industries	$536		0.0%	3,700	0.1%	Basic Materials
DHR Danaher	$518		0.0%	2,078	0.1%	Multi-Sector Conglomerates
QCOM QUALCOMM	$511		0.0%	3,020	0.1%	Computer and Technology
AOR iShares Core Growth Allocation ETF	$491		0.0%	8,827	0.1%	ETF
MMM 3M	$466		0.0%	4,394	0.1%	Multi-Sector Conglomerates
PFE Pfizer	$465		0.0%	16,763	0.1%	Medical
ADP Automatic Data Processing	$428		0.0%	1,715	0.1%	Business Services
GE General Electric	$423		0.0%	2,413	0.1%	Transportation
KMB Kimberly-Clark	$399		0.0%	3,085	0.1%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$387	$33 ▼	-7.8%	2,285	0.1%	ETF
NUE Nucor	$383		0.0%	1,936	0.1%	Basic Materials
AGG iShares Core U.S. Aggregate Bond ETF	$377	$14 ▲	3.8%	3,857	0.1%	Finance
GPC Genuine Parts	$370		0.0%	2,390	0.1%	Auto/Tires/Trucks
UNH UnitedHealth Group	$366		0.0%	740	0.1%	Medical
QQQ Invesco QQQ	$362	$20 ▼	-5.3%	817	0.1%	Finance
BMY Bristol-Myers Squibb	$361		0.0%	6,660	0.1%	Medical
AMGN Amgen	$351		0.0%	1,237	0.1%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

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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