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

About Boston Research & Management Inc

Investment Activity

  • Boston Research & Management Inc has $452.63 million in total holdings as of September 30, 2025.
  • Boston Research & Management Inc owns shares of 121 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 1.55% of the portfolio was purchased this quarter.
  • About 0.81% of the portfolio was sold this quarter.
  • This quarter, Boston Research & Management Inc has purchased 115 new stocks and bought additional shares in 14 stocks.
  • Boston Research & Management Inc sold shares of 54 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Alphabet
$15,512,089
Cisco Systems
$14,534,719
Apple
$14,214,257
Microsoft
$13,784,228

Largest New Holdings this Quarter

458140100 - Intel
$377,001 Holding
922908652 - Vanguard Extended Market ETF
$232,669 Holding
00846U101 - Agilent Technologies
$230,726 Holding
78464A359 - SPDR Bloomberg Convertible Securities ETF
$216,611 Holding
679580100 - Old Dominion Freight Line
$212,268 Holding

Largest Purchases this Quarter

Lowe's Companies
21,765 shares (about $4.80M)
Intel
2,700 shares (about $377.00K)
iShares Russell 1000 Growth ETF
1,877 shares (about $233.07K)
Vanguard Extended Market ETF
945 shares (about $232.67K)
Agilent Technologies
1,737 shares (about $230.73K)

Largest Sales this Quarter

WALMART INC
2,390 shares (about $270.69K)
Alphabet
710 shares (about $253.73K)
iShares Core MSCI Emerging Markets ETF
2,564 shares (about $212.40K)
Cisco Systems
1,785 shares (about $209.67K)
Apple
551 shares (about $159.44K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoston Research & Management Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$21,615,280$152,774 -0.7%28,8634.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,512,089$253,734 -1.6%43,4063.4%Communication Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$14,534,719$209,666 -1.4%123,7423.2%Technology
Apple Inc. stock logo
AAPL
Apple
$14,214,257$159,438 -1.1%49,1233.1%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$13,784,228$34,691 0.3%36,9533.0%Technology
WALMART INC
$12,201,953$270,691 -2.2%107,7342.7%COM
AbbVie Inc. stock logo
ABBV
AbbVie
$12,111,182$56,367 -0.5%48,1292.7%Healthcare
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,167,725$63,328 -0.6%75,3002.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,538,237$55,318 -0.5%32,1952.3%Finance
Fastenal Company stock logo
FAST
Fastenal
$9,599,997$71,805 -0.7%199,8752.1%Industrials
BANK OF NY MELLON CORP
$9,238,316$109,181 -1.2%63,8842.0%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,689,773$153,119 -1.7%17,3661.9%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$8,529,333$74,985 -0.9%16,6071.9%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$8,461,120$93,420 -1.1%65,8451.9%Healthcare
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$8,345,480$212,402 -2.5%100,7421.8%ETF
LINDE PLC
$8,107,976$74,728 -0.9%15,6241.8%SHS
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,953,186$51,243 -0.6%33,3691.8%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,698,066$114,452 -1.5%38,4731.7%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$7,238,641$32,813 -0.5%52,9451.6%Energy
Snap-On Incorporated stock logo
SNA
Snap-On
$7,134,955$89,735 -1.2%17,7311.6%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$6,878,612$16,277 0.2%46,9081.5%Consumer Staples
Xylem Inc. stock logo
XYL
Xylem
$6,739,034$104,261 1.6%57,0091.5%Industrials
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$6,622,240$95,132 -1.4%68,5671.5%ETF
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$6,526,113$36,322 -0.6%40,0671.4%Consumer Discretionary
LABCORP HOLDINGS INC
$6,515,803$10,640 -0.2%23,2711.4%COM SHS
McDonald's Corporation stock logo
MCD
McDonald's
$6,490,008$25,138 -0.4%24,0101.4%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$6,476,198$16,676 -0.3%73,7861.4%Utilities
CocaCola Company (The) stock logo
KO
CocaCola
$5,985,292$37,384 -0.6%73,6471.3%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,796,8460.0%4,8331.3%Healthcare
Duke Energy Corporation stock logo
DUK
Duke Energy
$5,775,086$11,139 -0.2%45,6241.3%Utilities
Sysco Corporation stock logo
SYY
Sysco
$5,721,105$68,117 1.2%68,4511.3%Consumer Staples
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$5,694,322$8,151 0.1%11,1771.3%Industrials
U.S. Bancorp stock logo
USB
U.S. Bancorp
$5,672,363$69,158 -1.2%93,9131.3%Finance
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$5,543,340$18,794 -0.3%60,4641.2%Consumer Staples
ALBEMARLE CORP
$5,525,037$55,350 -1.0%99,8201.2%7.25% DEP SHS A
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,501,930$80,218 1.5%10,9741.2%Healthcare
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$5,416,243$141,212 -2.5%18,0271.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,396,627$18,420 -0.3%59,4741.2%Healthcare
Tractor Supply Company stock logo
TSCO
Tractor Supply
$5,350,309$6,796 -0.1%169,2601.2%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,205,940$26,138 -0.5%6,9711.2%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$5,015,046$4,798,966 2,220.9%22,7451.1%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,623,166$53,482 1.2%34,1451.0%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,588,673$16,216 0.4%108,3771.0%Communication Services
The Walt Disney Company stock logo
DIS
Walt Disney
$4,584,129$72,188 -1.6%47,6271.0%Communication Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,581,0960.0%12,3801.0%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$4,552,840$9,138 -0.2%42,3521.0%Industrials
ConocoPhillips stock logo
COP
ConocoPhillips
$4,300,539$20,064 -0.5%41,3671.0%Energy
Equinix, Inc. stock logo
EQIX
Equinix
$4,240,443$39,611 -0.9%4,0680.9%Real Estate
Medtronic PLC stock logo
MDT
Medtronic
$4,005,420$51,162 1.3%51,2010.9%Healthcare
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,951,261$17,792 -0.4%74,3980.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,852,993$40,560 -1.0%49,9670.9%ETF
General Mills, Inc. stock logo
GIS
General Mills
$3,624,420$129,526 -3.5%104,1500.8%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,601,492$127,788 -3.4%3,3820.8%Industrials
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3,535,7180.0%46,8250.8%ETF
Cintas Corporation stock logo
CTAS
Cintas
$3,447,5220.0%20,2700.8%Industrials
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$3,353,312$73,194 -2.1%46,0430.7%Communication Services
The Home Depot, Inc. stock logo
HD
Home Depot
$3,105,3480.0%8,8050.7%Consumer Discretionary
Comcast Corporation stock logo
CMCSA
Comcast
$3,071,973$52,905 1.8%125,1310.7%Communication Services
Adobe Inc. stock logo
ADBE
Adobe
$2,784,890$29,727 -1.1%13,5840.6%Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$2,544,902$24,231 -0.9%31,8230.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,528,931$5,153 -0.2%8,3430.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,441,4140.0%9,6130.5%Healthcare
Accenture PLC stock logo
ACN
Accenture
$2,191,282$10,826 -0.5%17,6090.5%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,735,643$45,935 -2.6%4,9120.4%Communication Services
Independent Bank Corp. stock logo
INDB
Independent Bank
$1,424,1610.0%17,0110.3%Finance
Oracle Corporation stock logo
ORCL
Oracle
$1,412,596$16,121 -1.1%9,6390.3%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,389,2660.0%19,4980.3%ETF
Stryker Corporation stock logo
SYK
Stryker
$1,370,8140.0%4,3540.3%Healthcare
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,313,2840.0%15,6810.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,279,6680.0%7,7200.3%Energy
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,001,011$12,127 1.2%4,7050.2%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$948,239$13,172 -1.4%31,1000.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$916,8620.0%3,2600.2%Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$849,9290.0%1,6270.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$833,5120.0%13,9640.2%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$742,8840.0%7,5550.2%Industrials
Emerson Electric Co. stock logo
EMR
Emerson Electric
$730,0650.0%5,1000.2%Industrials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$697,8130.0%2,5800.2%Industrials
Waste Management, Inc. stock logo
WM
Waste Management
$688,7000.0%3,0900.2%Industrials
3M Company stock logo
MMM
3M
$661,5650.0%4,0860.1%Industrials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$623,541$13,251 -2.1%8470.1%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$602,461$28,021 -4.4%11,6960.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$574,7850.0%7950.1%Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$558,0660.0%3,0200.1%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$532,0590.0%1,2650.1%Consumer Discretionary
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$520,1280.0%3,6000.1%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$490,740$4,170 0.9%7,0610.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$458,109$15,442 -3.3%4,6280.1%ETF
Southern Company (The) stock logo
SO
Southern
$450,7950.0%4,7100.1%Utilities
PPG Industries, Inc. stock logo
PPG
PPG Industries
$448,7730.0%3,7000.1%Materials
Amgen Inc. stock logo
AMGN
Amgen
$447,9430.0%1,2370.1%Healthcare
MARSH & MCLENNAN COS INC
$436,6760.0%2,6200.1%COM
Nucor Corporation stock logo
NUE
Nucor
$431,2440.0%1,9360.1%Materials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$383,7500.0%6,6600.1%Healthcare
Intel Corporation stock logo
INTC
Intel
$377,001$377,001 New Holding2,7000.1%Technology
Danaher Corporation stock logo
DHR
Danaher
$365,3410.0%1,9180.1%Healthcare
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$365,0390.0%1,6300.1%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$360,6500.0%9650.1%Industrials
Masco Corporation stock logo
MAS
Masco
$325,4800.0%4,0000.1%Industrials
KIMBERLY-CLARK CORP
$324,3710.0%2,9550.1%COM

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