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

About Boston Research & Management Inc

Investment Activity

Boston Research & Management Inc has $402.70 thousand in total holdings as of March 31, 2025.
Boston Research & Management Inc owns shares of 116 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 1.41% of the portfolio was purchased this quarter.
About 2.27% of the portfolio was sold this quarter.
This quarter, Boston Research & Management Inc has purchased 115 new stocks and bought additional shares in 17 stocks.
Boston Research & Management Inc sold shares of 54 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $17,115
Microsoft: $15,751
Apple: $12,560
Walmart: $11,531
Mastercard: $11,410

Largest New Holdings this Quarter

88160r101 - Tesla: $327 Holding
001055102 - Aflac: $209 Holding
92939u106 - WEC Energy Group: $207 Holding

Largest Purchases this Quarter

NVIDIA: 28,100 shares (about $3.04K)
Adobe: 3,755 shares (about $1.44K)
Tesla: 1,265 shares (about $327.00)
Aflac: 1,880 shares (about $209.00)
WEC Energy Group: 1,902 shares (about $207.00)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 1,839 shares (about $1.03K)
Abbott Laboratories: 3,050 shares (about $404.57)
JPMorgan Chase & Co.: 1,280 shares (about $313.98)
Berkshire Hathaway: 575 shares (about $306.24)
Mastercard: 520 shares (about $285.02)

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	$17,115	$1,033 ▼	-5.7%	30,459	4.3%	ETF
MSFT Microsoft	$15,751	$33 ▲	0.2%	41,961	3.9%	Computer and Technology
AAPL Apple	$12,560	$115 ▼	-0.9%	56,546	3.1%	Computer and Technology
WMT Walmart	$11,531	$224 ▼	-1.9%	131,354	2.9%	Retail/Wholesale
MA Mastercard	$11,410	$285 ▼	-2.4%	20,817	2.8%	Business Services
ABBV AbbVie	$10,655	$268 ▼	-2.5%	50,858	2.6%	Medical
BRK.B Berkshire Hathaway	$10,141	$306 ▼	-2.9%	19,041	2.5%	Finance
TSCO Tractor Supply	$9,640	$228 ▼	-2.3%	174,970	2.4%	Retail/Wholesale
CSCO Cisco Systems	$9,002	$141 ▼	-1.5%	145,883	2.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$8,740	$314 ▼	-3.5%	35,630	2.2%	Finance
FAST Fastenal	$8,272	$76 ▼	-0.9%	106,677	2.1%	Retail/Wholesale
GOOGL Alphabet	$8,038	$23 ▼	-0.3%	51,979	2.0%	Computer and Technology
ABT Abbott Laboratories	$7,868	$405 ▼	-4.9%	59,316	2.0%	Medical
XYL Xylem	$7,743	$41 ▼	-0.5%	64,817	1.9%	Business Services
IJR iShares Core S&P Small-Cap ETF	$7,721	$8 ▲	0.1%	73,844	1.9%	ETF
MCD McDonald's	$7,710	$113 ▼	-1.4%	24,684	1.9%	Retail/Wholesale
PG Procter & Gamble	$7,510	$74 ▼	-1.0%	44,072	1.9%	Consumer Staples
BK Bank of New York Mellon	$7,425	$258 ▼	-3.4%	88,537	1.8%	Finance
Linde PLC	$7,353	$104 ▼	-1.4%	15,792	1.8%	COM
GIS General Mills	$6,565	$145 ▲	2.3%	109,806	1.6%	Consumer Staples
AMZN Amazon.com	$6,552	$100 ▼	-1.5%	34,439	1.6%	Retail/Wholesale
XOM Exxon Mobil	$6,352	$84 ▲	1.3%	53,412	1.6%	Energy
SNA Snap-on	$6,221	$111 ▼	-1.8%	18,461	1.5%	Consumer Discretionary
CL Colgate-Palmolive	$5,901	$74 ▼	-1.2%	62,981	1.5%	Consumer Staples
ACN Accenture	$5,789	$5 ▲	0.1%	18,555	1.4%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$5,693	$29 ▲	0.5%	105,487	1.4%	ETF
Labcorp Holdings	$5,670	$226 ▼	-3.8%	24,365	1.4%	COM
MRK Merck & Co., Inc.	$5,644	$107 ▼	-1.9%	62,886	1.4%	Medical
KO Coca-Cola	$5,513	$98 ▼	-1.8%	76,977	1.4%	Consumer Staples
DUK Duke Energy	$5,430	$175 ▼	-3.1%	44,527	1.3%	Utilities
NEE NextEra Energy	$5,301	$4 ▲	0.1%	74,778	1.3%	Utilities
PEP PepsiCo	$5,258	$22 ▲	0.4%	35,067	1.3%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$5,213	$2 ▲	0.0%	68,922	1.3%	ETF
DHI D.R. Horton	$5,087	$55 ▼	-1.1%	40,018	1.3%	Construction
LMT Lockheed Martin	$4,965	$40 ▼	-0.8%	11,116	1.2%	Aerospace
SYY Sysco	$4,931	$60 ▼	-1.2%	65,724	1.2%	Consumer Staples
CMCSA Comcast	$4,891	$28 ▲	0.6%	132,574	1.2%	Consumer Discretionary
VZ Verizon Communications	$4,701	$129 ▼	-2.7%	103,655	1.2%	Computer and Technology
TMO Thermo Fisher Scientific	$4,635	$8 ▲	0.2%	9,315	1.2%	Medical
DIS Walt Disney	$4,602	$47 ▼	-1.0%	46,635	1.1%	Consumer Discretionary
XLE Energy Select Sector SPDR Fund	$4,510	$103 ▼	-2.2%	48,271	1.1%	ETF
ADBE Adobe	$4,491	$1,440 ▲	47.2%	11,711	1.1%	Computer and Technology
UPS United Parcel Service	$4,365	$117 ▼	-2.6%	39,692	1.1%	Transportation
MDT Medtronic	$4,358	$213 ▼	-4.7%	48,501	1.1%	Medical
NVDA NVIDIA	$4,239	$3,045 ▲	255.0%	39,120	1.1%	Computer and Technology
IWM iShares Russell 2000 ETF	$4,190	$7 ▼	-0.2%	21,008	1.0%	Finance
CTAS Cintas	$4,166	$212 ▼	-4.8%	20,270	1.0%	Business Services
OMC Omnicom Group	$4,139	$119 ▼	-2.8%	49,926	1.0%	Business Services
SPY SPDR S&P 500 ETF Trust	$3,968	$12 ▼	-0.3%	7,094	1.0%	Finance
USB U.S. Bancorp	$3,930	$61 ▼	-1.5%	93,093	1.0%	Finance
COP ConocoPhillips	$3,520	$77 ▲	2.2%	33,518	0.9%	Energy
LLY Eli Lilly and Company	$3,458		0.0%	4,188	0.9%	Medical
VTI Vanguard Total Stock Market ETF	$3,402		0.0%	12,380	0.8%	ETF
HD Home Depot	$3,226		0.0%	8,805	0.8%	Retail/Wholesale
IAU iShares Gold Trust	$2,956	$8 ▼	-0.3%	50,143	0.7%	Finance
IJH iShares Core S&P Mid-Cap ETF	$2,847	$26 ▼	-0.9%	48,799	0.7%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,545	$68 ▼	-2.6%	32,269	0.6%	ETF
VB Vanguard Small-Cap ETF	$2,259	$17 ▼	-0.8%	10,191	0.6%	ETF
BBH VanEck Biotech ETF	$1,779	$58 ▼	-3.2%	11,311	0.4%	Finance
SYK Stryker	$1,620		0.0%	4,354	0.4%	Medical
JNJ Johnson & Johnson	$1,602		0.0%	9,661	0.4%	Medical
IBB iShares Biotechnology ETF	$1,525	$81 ▼	-5.0%	11,927	0.4%	Finance
GOOG Alphabet	$1,507	$59 ▼	-3.8%	9,650	0.4%	Computer and Technology
CVX Chevron	$1,440		0.0%	8,608	0.4%	Energy
ORCL Oracle	$1,419	$15 ▼	-1.0%	10,154	0.4%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,413		0.0%	3,367	0.4%	Finance
CAT Caterpillar	$1,168		0.0%	3,542	0.3%	Industrials
PAYX Paychex	$1,165	$5 ▼	-0.5%	7,555	0.3%	Business Services
VEU Vanguard FTSE All-World ex-US ETF	$1,156	$135 ▼	-10.5%	19,063	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,067	$51 ▼	-4.6%	20,994	0.3%	ETF
HYD VanEck High Yield Muni ETF	$918	$60 ▼	-6.2%	17,938	0.2%	ETF
IBM International Business Machines	$799		0.0%	3,213	0.2%	Computer and Technology
WM Waste Management	$715		0.0%	3,090	0.2%	Business Services
VWO Vanguard FTSE Emerging Markets ETF	$681	$50 ▼	-6.8%	15,048	0.2%	ETF
YUM Yum! Brands	$679		0.0%	4,320	0.2%	Retail/Wholesale
MMM 3M	$645		0.0%	4,394	0.2%	Multi-Sector Conglomerates
ITW Illinois Tool Works	$639		0.0%	2,580	0.2%	Industrials
MMC Marsh & McLennan Companies	$639		0.0%	2,620	0.2%	Finance
EMR Emerson Electric	$559		0.0%	5,100	0.1%	Industrials
ADP Automatic Data Processing	$523		0.0%	1,715	0.1%	Business Services
AOR iShares Core 60/40 Balanced Allocation ETF	$489	$3 ▲	0.7%	8,509	0.1%	ETF
GE GE Aerospace	$482		0.0%	2,413	0.1%	Industrials
PFF iShares Preferred and Income Securities ETF	$481	$1 ▼	-0.1%	15,665	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$475	$8 ▲	1.8%	2,745	0.1%	ETF
QCOM QUALCOMM	$463		0.0%	3,020	0.1%	Computer and Technology
SO Southern	$433		0.0%	4,710	0.1%	Utilities
AGG iShares Core U.S. Aggregate Bond ETF	$432	$4 ▲	0.9%	4,368	0.1%	Finance
KMB Kimberly-Clark	$430		0.0%	3,030	0.1%	Consumer Staples
BMY Bristol-Myers Squibb	$406		0.0%	6,660	0.1%	Medical
PPG PPG Industries	$404		0.0%	3,700	0.1%	Basic Materials
DHR Danaher	$393		0.0%	1,918	0.1%	Medical
UNH UnitedHealth Group	$387		0.0%	740	0.1%	Medical
AMGN Amgen	$385		0.0%	1,237	0.1%	Medical
PFE Pfizer	$380		0.0%	15,027	0.1%	Medical
QQQ Invesco QQQ	$368	$15 ▼	-3.8%	785	0.1%	Finance
TSLA Tesla	$327	$327 ▲	New Holding	1,265	0.1%	Auto/Tires/Trucks
BXP Boston Properties	$325		0.0%	4,850	0.1%	Finance
GPC Genuine Parts	$284		0.0%	2,390	0.1%	Retail/Wholesale
MAS Masco	$278		0.0%	4,000	0.1%	Construction
COST Costco Wholesale	$274		0.0%	290	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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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

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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