Boston Research and Management
Latest statistics and disclosures from Boston Research & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, MA, AAPL, TSCO, and represent 16.30% of Boston Research & Management's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$5.6M), IJH, QRVO, ODFL, COST, CLX, NEE, INTC, PEP, DUK.
- Started 3 new stock positions in COST, ODFL, CLX.
- Reduced shares in these 10 stocks: FAST, MSFT, IVV, ADM, HD, ABBV, GOOG, IEFA, NVDA, MA.
- Sold out of its position in ADM.
- Boston Research & Management was a net buyer of stock by $5.5M.
- Boston Research & Management has $405M in assets under management (AUM), dropping by 7.41%.
- Central Index Key (CIK): 0001259261
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Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 116 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.5 | $18M | -3% | 44k | 420.71 |
|
| iShares S&P 500 Index (IVV) | 4.3 | $17M | -2% | 33k | 525.71 |
|
| MasterCard Incorporated (MA) | 2.6 | $11M | 22k | 481.53 |
|
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| Apple (AAPL) | 2.5 | $10M | 59k | 171.47 |
|
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| Tractor Supply Company (TSCO) | 2.4 | $9.8M | 38k | 261.72 |
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| Abbvie (ABBV) | 2.4 | $9.7M | 53k | 182.10 |
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| Xylem (XYL) | 2.1 | $8.5M | 66k | 129.23 |
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| Wal-Mart Stores (WMT) | 2.1 | $8.5M | +199% | 141k | 60.17 |
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| Berkshire Hathaway (BRK.B) | 2.1 | $8.5M | 20k | 420.52 |
|
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| Fastenal Company (FAST) | 2.0 | $8.2M | -23% | 106k | 77.14 |
|
| Merck & Co (MRK) | 2.0 | $8.1M | 62k | 131.95 |
|
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| Alphabet Inc Class A cs (GOOGL) | 2.0 | $8.1M | 54k | 150.93 |
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| iShares S&P SmallCap 600 Index (IJR) | 2.0 | $8.1M | 73k | 110.52 |
|
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| Linde (LIN) | 1.9 | $7.7M | 17k | 464.29 |
|
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| JPMorgan Chase & Co. (JPM) | 1.9 | $7.5M | 38k | 200.30 |
|
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| General Mills (GIS) | 1.8 | $7.3M | 105k | 69.97 |
|
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| Cisco Systems (CSCO) | 1.8 | $7.3M | 145k | 49.90 |
|
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| Procter & Gamble Company (PG) | 1.8 | $7.1M | 44k | 162.23 |
|
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| Abbott Laboratories (ABT) | 1.7 | $7.0M | 62k | 113.65 |
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| McDonald's Corporation (MCD) | 1.7 | $6.9M | 24k | 281.92 |
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| D.R. Horton (DHI) | 1.7 | $6.7M | 41k | 164.53 |
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| Amazon (AMZN) | 1.5 | $6.2M | 35k | 180.36 |
|
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| Accenture (ACN) | 1.5 | $6.2M | 18k | 346.58 |
|
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| Exxon Mobil Corporation (XOM) | 1.4 | $5.8M | 50k | 116.24 |
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| Colgate-Palmolive Company (CL) | 1.4 | $5.7M | 64k | 90.05 |
|
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| Walt Disney Company (DIS) | 1.4 | $5.6M | 46k | 122.34 |
|
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| Pepsi (PEP) | 1.4 | $5.6M | +2% | 32k | 175.01 |
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| Comcast Corporation (CMCSA) | 1.4 | $5.5M | 127k | 43.34 |
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| CVS Caremark Corporation (CVS) | 1.3 | $5.4M | 68k | 79.76 |
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| Bank of New York Mellon Corporation (BK) | 1.3 | $5.4M | 95k | 57.61 |
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| Snap-on Incorporated (SNA) | 1.3 | $5.4M | 18k | 296.21 |
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| United Parcel Service (UPS) | 1.3 | $5.4M | 36k | 148.61 |
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| Intel Corporation (INTC) | 1.3 | $5.4M | +2% | 122k | 44.16 |
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| Laboratory Corp. of America Holdings (LH) | 1.3 | $5.3M | 25k | 218.46 |
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| Ishares Inc core msci emkt (IEMG) | 1.3 | $5.2M | 101k | 51.60 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $5.2M | 9.0k | 581.13 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $5.0M | 11k | 454.87 |
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| Coca-Cola Company (KO) | 1.2 | $4.9M | 79k | 61.17 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.2 | $4.9M | -2% | 65k | 74.21 |
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| SYSCO Corporation (SYY) | 1.2 | $4.8M | 60k | 81.17 |
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| Omni (OMC) | 1.2 | $4.8M | 50k | 96.75 |
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| Nextera Energy (NEE) | 1.1 | $4.5M | +3% | 71k | 63.91 |
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| Energy Select Sector SPDR (XLE) | 1.1 | $4.4M | 47k | 94.39 |
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| iShares Russell 2000 Index (IWM) | 1.1 | $4.4M | 21k | 210.26 |
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| Duke Energy (DUK) | 1.1 | $4.4M | +2% | 45k | 96.69 |
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| Qorvo (QRVO) | 1.0 | $4.2M | +8% | 37k | 114.82 |
|
| Medtronic (MDT) | 1.0 | $4.2M | 48k | 87.14 |
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| Verizon Communications (VZ) | 1.0 | $4.1M | 99k | 41.95 |
|
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| U.S. Bancorp (USB) | 1.0 | $3.9M | +2% | 88k | 44.70 |
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| ConocoPhillips (COP) | 1.0 | $3.9M | +2% | 31k | 127.25 |
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| Cintas Corporation (CTAS) | 0.9 | $3.8M | 5.5k | 686.98 |
|
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| Spdr S&p 500 Etf (SPY) | 0.9 | $3.7M | 7.0k | 522.97 |
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| Eli Lilly & Co. (LLY) | 0.9 | $3.4M | 4.4k | 777.80 |
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| Home Depot (HD) | 0.8 | $3.4M | -5% | 8.8k | 383.53 |
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| Vanguard Total Stock Market ETF (VTI) | 0.8 | $3.2M | 12k | 259.85 |
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| Magna Intl Inc cl a (MGA) | 0.8 | $3.1M | +3% | 56k | 54.47 |
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| iShares S&P MidCap 400 Index (IJH) | 0.7 | $3.0M | +390% | 50k | 60.73 |
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| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $2.6M | 34k | 77.71 |
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| Vanguard Small-Cap ETF (VB) | 0.6 | $2.5M | 11k | 228.55 |
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| iShares Gold Trust (IAU) | 0.5 | $2.2M | 53k | 42.00 |
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| Mkt Vectors Biotech Etf etf (BBH) | 0.5 | $2.1M | 13k | 166.26 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $2.0M | 15k | 137.22 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.6M | -6% | 11k | 152.24 |
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| Stryker Corporation (SYK) | 0.4 | $1.6M | 4.4k | 357.83 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.5M | 9.7k | 158.17 |
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| Chevron Corporation (CVX) | 0.3 | $1.4M | 8.8k | 157.70 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $1.3M | 3.4k | 397.62 |
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| Caterpillar (CAT) | 0.3 | $1.3M | 3.5k | 366.18 |
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| Oracle Corporation (ORCL) | 0.3 | $1.3M | 10k | 125.59 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.2M | 21k | 58.63 |
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| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.3 | $1.2M | 23k | 52.24 |
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| Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.1M | 22k | 50.14 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.1M | -9% | 1.2k | 903.42 |
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| Paychex (PAYX) | 0.2 | $935k | 7.6k | 122.78 |
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| International Business Machines (IBM) | 0.2 | $879k | 4.6k | 190.96 |
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| Fortrea Hldgs (FTRE) | 0.2 | $865k | 22k | 40.13 |
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| Illinois Tool Works (ITW) | 0.2 | $692k | 2.6k | 268.22 |
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| Vanguard Emerging Markets ETF (VWO) | 0.2 | $674k | -3% | 16k | 41.74 |
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| Waste Management (WM) | 0.2 | $658k | 3.1k | 212.94 |
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| Yum! Brands (YUM) | 0.1 | $598k | 4.3k | 138.43 |
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| Emerson Electric (EMR) | 0.1 | $578k | 5.1k | 113.33 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $545k | -3% | 17k | 32.17 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $539k | 2.6k | 205.73 |
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| PPG Industries (PPG) | 0.1 | $536k | 3.7k | 144.86 |
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| Danaher Corporation (DHR) | 0.1 | $518k | 2.1k | 249.28 |
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| Qualcomm (QCOM) | 0.1 | $511k | 3.0k | 169.21 |
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| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $491k | 8.8k | 55.62 |
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| 3M Company (MMM) | 0.1 | $466k | 4.4k | 106.05 |
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| Pfizer (PFE) | 0.1 | $465k | 17k | 27.74 |
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| Automatic Data Processing (ADP) | 0.1 | $428k | 1.7k | 249.56 |
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| General Electric (GE) | 0.1 | $423k | 2.4k | 175.30 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $399k | 3.1k | 129.34 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $387k | -7% | 2.3k | 169.37 |
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| Nucor Corporation (NUE) | 0.1 | $383k | 1.9k | 197.83 |
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| iShares Lehman Aggregate Bond (AGG) | 0.1 | $377k | +3% | 3.9k | 97.74 |
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| Genuine Parts Company (GPC) | 0.1 | $370k | 2.4k | 154.81 |
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| UnitedHealth (UNH) | 0.1 | $366k | 740.00 | 494.59 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $362k | -5% | 817.00 | 443.08 |
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| Bristol Myers Squibb (BMY) | 0.1 | $361k | 6.7k | 54.20 |
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| Amgen (AMGN) | 0.1 | $351k | 1.2k | 283.75 |
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| Southern Company (SO) | 0.1 | $337k | 4.7k | 71.55 |
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| Boston Properties (BXP) | 0.1 | $316k | 4.9k | 65.15 |
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| Masco Corporation (MAS) | 0.1 | $315k | 4.0k | 78.75 |
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| iShares S&P Global Technology Sect. (IXN) | 0.1 | $269k | 3.6k | 74.72 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $267k | 1.8k | 145.03 |
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| Hp (HPQ) | 0.1 | $262k | 8.7k | 30.18 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $260k | -4% | 772.00 | 336.79 |
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| Boeing Company (BA) | 0.1 | $250k | 1.3k | 192.31 |
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| Lowe's Companies (LOW) | 0.1 | $249k | 980.00 | 254.08 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $221k | 768.00 | 287.76 |
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| General Dynamics Corporation (GD) | 0.1 | $217k | -8% | 770.00 | 281.82 |
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| Worthington Industries (WOR) | 0.1 | $217k | 3.5k | 62.00 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $214k | NEW | 980.00 | 218.37 |
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| Costco Wholesale Corporation (COST) | 0.1 | $212k | NEW | 290.00 | 731.03 |
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| Clorox Company (CLX) | 0.1 | $210k | NEW | 1.4k | 152.73 |
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| Cambridge Heart | 0.0 | $0 | 10k | 0.00 |
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Past Filings by Boston Research & Management
SEC 13F filings are viewable for Boston Research & Management going back to 2010
- Boston Research & Management 2024 Q1 filed May 14, 2024
- Boston Research & Management 2023 Q4 filed Feb. 12, 2024
- Boston Research & Management 2023 Q3 filed Nov. 13, 2023
- Boston Research & Management 2023 Q2 filed Aug. 1, 2023
- Boston Research & Management 2023 Q1 filed May 10, 2023
- Boston Research & Management 2022 Q4 filed Feb. 13, 2023
- Boston Research & Management 2022 Q3 filed Nov. 14, 2022
- Boston Research & Management 2022 Q2 filed Aug. 11, 2022
- Boston Research & Management 2022 Q1 filed May 12, 2022
- Boston Research & Management 2021 Q4 filed Feb. 10, 2022
- Boston Research & Management 2021 Q3 filed Nov. 10, 2021
- Boston Research & Management 2021 Q3 restated filed Nov. 10, 2021
- Boston Research & Management 2021 Q2 filed Aug. 11, 2021
- Boston Research & Management 2021 Q1 filed May 11, 2021
- Boston Research & Management 2020 Q4 filed Feb. 9, 2021
- Boston Research & Management 2020 Q3 filed Nov. 9, 2020