Boston Research & Management Inc Top Holdings and 13F Report (2025) About Boston Research & Management IncInvestment ActivityBoston Research & Management Inc has $418.37 thousand in total holdings as of June 30, 2025.Boston Research & Management Inc owns shares of 116 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 2.67% of the portfolio was purchased this quarter.About 1.05% of the portfolio was sold this quarter.This quarter, Boston Research & Management Inc has purchased 116 new stocks and bought additional shares in 37 stocks.Boston Research & Management Inc sold shares of 37 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $20,593iShares Core S&P 500 ETF $18,393Walmart $12,658Apple $11,739Mastercard $11,475 Largest New Holdings this Quarter 36828a101 - GE Vernova Inc $317 Holding981811102 - Worthington Enterprises $222 Holding882508104 - Texas Instruments $220 Holding38141G104 - The Goldman Sachs Group $212 Holding Largest Purchases this Quarter Fastenal 104,588 shares (about $4.39K)Thermo Fisher Scientific 1,639 shares (about $664.49)ConocoPhillips 6,034 shares (about $541.43)Merck & Co., Inc. 4,473 shares (about $354.07)GE Vernova Inc 600 shares (about $317.00) Largest Sales this Quarter iShares Core S&P 500 ETF 836 shares (about $519.07)SPDR Dow Jones Industrial Average ETF Trust 955 shares (about $420.49)Energy Select Sector SPDR Fund 4,291 shares (about $363.83)Microsoft 560 shares (about $278.55)Mastercard 396 shares (about $222.52) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoston Research & Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$20,593$279 ▼-1.3%41,4014.9%Computer and TechnologyIVViShares Core S&P 500 ETF$18,393$519 ▼-2.7%29,6234.4%ETFWMTWalmart$12,658$185 ▼-1.4%129,4613.0%Retail/WholesaleAAPLApple$11,739$138 ▲1.2%57,2182.8%Computer and TechnologyMAMastercard$11,475$223 ▼-1.9%20,4212.7%Business ServicesJPMJPMorgan Chase & Co.$10,172$157 ▼-1.5%35,0882.4%FinanceCSCOCisco Systems$10,042$79 ▼-0.8%144,7502.4%Computer and TechnologyABBVAbbVie$9,501$61 ▲0.6%51,1882.3%MedicalTSCOTractor Supply$9,318$85 ▲0.9%176,5802.2%Retail/WholesaleBRK.BBerkshire Hathaway$9,181$68 ▼-0.7%18,9002.2%FinanceGOOGLAlphabet$9,137$23 ▼-0.2%51,8502.2%Computer and TechnologyFASTFastenal$8,873$4,393 ▲98.0%211,2652.1%Retail/WholesaleXYLXylem$8,368$17 ▼-0.2%64,6892.0%Business ServicesIJRiShares Core S&P Small-Cap ETF$8,326$256 ▲3.2%76,1842.0%ETFABTAbbott Laboratories$7,942$125 ▼-1.6%58,3951.9%MedicalBKBank of New York Mellon$7,881$185 ▼-2.3%86,5011.9%FinanceAMZNAmazon.com$7,636$81 ▲1.1%34,8081.8%Retail/WholesaleLinde PLC$7,439$30 ▲0.4%15,8561.8%COMMCDMcDonald's$7,309$97 ▲1.3%25,0171.7%Retail/WholesalePGProcter & Gamble$7,144$123 ▲1.8%44,8451.7%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$6,423$91 ▲1.4%107,0081.5%ETFLabcorp Holdings$6,342$54 ▼-0.8%24,1611.5%COMNVDANVIDIA$6,200$20 ▲0.3%39,2451.5%Computer and TechnologyXOMExxon Mobil$5,904$147 ▲2.5%54,7741.4%EnergySNASnap-On$5,902$157 ▲2.7%18,9671.4%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$5,889$136 ▲2.4%70,5461.4%ETFGISGeneral Mills$5,879$191 ▲3.4%113,4861.4%Consumer StaplesDISWalt Disney$5,763$19 ▼-0.3%46,4801.4%Consumer DiscretionaryCLColgate-Palmolive$5,721$4 ▼-0.1%62,9401.4%Consumer StaplesACNAccenture$5,695$150 ▲2.7%19,0561.4%Computer and TechnologyDHID.R. Horton$5,471$312 ▲6.0%42,4391.3%ConstructionDUKDuke Energy$5,387$133 ▲2.5%45,6551.3%UtilitiesKOCocaCola$5,358$88 ▼-1.6%75,7351.3%Consumer StaplesNEENextEra Energy$5,339$149 ▲2.9%76,9231.3%UtilitiesMRKMerck & Co., Inc.$5,332$354 ▲7.1%67,3591.3%MedicalLMTLockheed Martin$5,328$180 ▲3.5%11,5041.3%AerospaceSYYSysco$5,165$188 ▲3.8%68,2051.2%Consumer StaplesCMCSAComcast$4,890$158 ▲3.3%137,0151.2%Consumer DiscretionaryPEPPepsiCo$4,812$183 ▲3.9%36,4501.2%Consumer StaplesVZVerizon Communications$4,671$186 ▲4.2%107,9611.1%Computer and TechnologyADBEAdobe$4,594$64 ▲1.4%11,8761.1%Computer and TechnologyIWMiShares Russell 2000 ETF$4,526$7 ▼-0.2%20,9751.1%FinanceCTASCintas$4,5170.0%20,2701.1%Business ServicesTMOThermo Fisher Scientific$4,441$664 ▲17.6%10,9541.1%MedicalUSBU.S. Bancorp$4,436$224 ▲5.3%98,0391.1%FinanceMDTMedtronic$4,401$174 ▲4.1%50,4971.1%MedicalSPYSPDR S&P 500 ETF Trust$4,383$1 ▲0.0%7,0951.0%FinanceUPSUnited Parcel Service$4,304$298 ▲7.4%42,6451.0%TransportationVTIVanguard Total Stock Market ETF$3,7620.0%12,3800.9%ETFXLEEnergy Select Sector SPDR Fund$3,729$364 ▼-8.9%43,9800.9%ETFOMCOmnicom Group$3,615$24 ▲0.7%50,2610.9%Business ServicesCOPConocoPhillips$3,549$541 ▲18.0%39,5520.8%EnergyLLYEli Lilly and Company$3,2640.0%4,1880.8%MedicalHDHome Depot$3,2280.0%8,8050.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$3,115$89 ▲2.9%50,2350.7%ETFIAUiShares Gold Trust$3,109$17 ▼-0.6%49,8630.7%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,563$39 ▼-1.5%31,7830.6%ETFVBVanguard Small-Cap ETF$2,368$47 ▼-1.9%9,9930.6%ETFORCLOracle$2,164$56 ▼-2.5%9,8990.5%Computer and TechnologySYKStryker$1,7220.0%4,3540.4%MedicalGOOGAlphabet$1,706$5 ▼-0.3%9,6210.4%Computer and TechnologyBBHVanEck Biotech ETF$1,657$76 ▼-4.4%10,8120.4%FinanceJNJJohnson & Johnson$1,4750.0%9,6610.4%MedicalIBBiShares Biotechnology ETF$1,450$58 ▼-3.9%11,4650.3%FinanceCATCaterpillar$1,3750.0%3,5420.3%IndustrialsCVXChevron$1,219$13 ▼-1.0%8,5200.3%EnergyVEUVanguard FTSE All-World ex-US ETF$1,214$67 ▼-5.2%18,0690.3%ETFVEAVanguard FTSE Developed Markets ETF$1,152$44 ▼-3.7%20,2160.3%ETFPAYXPaychex$1,0980.0%7,5550.3%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,062$420 ▼-28.4%2,4120.3%FinanceIBMInternational Business Machines$9470.0%3,2130.2%Computer and TechnologyHYDVanEck High Yield Muni ETF$840$61 ▼-6.7%16,7300.2%ETFWMWaste Management$7070.0%3,0900.2%Business ServicesVWOVanguard FTSE Emerging Markets ETF$698$46 ▼-6.1%14,1260.2%ETFEMREmerson Electric$6790.0%5,1000.2%IndustrialsMMM3M$6680.0%4,3940.2%Multi-Sector ConglomeratesYUMYum! Brands$6400.0%4,3200.2%Retail/WholesaleITWIllinois Tool Works$6370.0%2,5800.2%IndustrialsGEGE Aerospace$610$10 ▼-1.7%2,3730.1%AerospaceMMCMarsh & McLennan Companies$5720.0%2,6200.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$561$63 ▲12.6%3,0910.1%ETFADPAutomatic Data Processing$502$26 ▼-5.0%1,6300.1%Computer and TechnologyQCOMQUALCOMM$4800.0%3,0200.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$466$33 ▲7.7%4,7050.1%FinanceQQQInvesco QQQ$465$33 ▲7.5%8440.1%FinancePFFiShares Preferred and Income Securities ETF$462$19 ▼-3.9%15,0600.1%ETFSOSouthern$4320.0%4,7100.1%UtilitiesAORiShares Core 60/40 Balanced Allocation ETF$423$100 ▼-19.1%6,8860.1%ETFPPGPPG Industries$4200.0%3,7000.1%Basic MaterialsTSLATesla$4010.0%1,2650.1%Auto/Tires/TrucksKMBKimberly-Clark$3900.0%3,0300.1%Consumer StaplesDHRDanaher$3780.0%1,9180.1%MedicalPFEPfizer$3640.0%15,0270.1%MedicalAMGNAmgen$3450.0%1,2370.1%MedicalIXNiShares Global Tech ETF$3320.0%3,6000.1%ETFBXPBXP$3270.0%4,8500.1%FinanceGE Vernova Inc$317$317 ▲New Holding6000.1%COMBMYBristol Myers Squibb$3080.0%6,6600.1%MedicalGPCGenuine Parts$2890.0%2,3900.1%Retail/WholesaleCOSTCostco Wholesale$2870.0%2900.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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