Boston Research & Management Inc Top Holdings and 13F Report (2026) About Boston Research & Management IncInvestment ActivityBoston Research & Management Inc has $452.63 million in total holdings as of June 30, 2026.Boston Research & Management Inc owns shares of 121 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 31.71% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Boston Research & Management Inc has purchased 90 new stocks and bought additional shares in 13 stocks.Boston Research & Management Inc sold shares of 35 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $21,615,280Alphabet $15,512,089Cisco Systems $14,534,719Apple $14,214,257Microsoft $13,784,228 Largest New Holdings this Quarter 02079K305 - Alphabet $15,512,089 Holding17275R102 - Cisco Systems $14,534,719 Holding00287Y109 - AbbVie $12,111,182 Holding46625H100 - JPMorgan Chase & Co. $10,538,237 Holding57636Q104 - Mastercard $8,529,333 Holding Largest Purchases this Quarter Alphabet 43,406 shares (about $15.51M)Cisco Systems 123,742 shares (about $14.53M)AbbVie 48,129 shares (about $12.11M)JPMorgan Chase & Co. 32,195 shares (about $10.54M)Mastercard 16,607 shares (about $8.53M) Largest Sales this Quarter WALMART INC 2,390 shares (about $270.69K)Apple 551 shares (about $159.44K)Berkshire Hathaway 306 shares (about $153.12K)iShares Core S&P 500 ETF 203 shares (about $152.03K)iShares Russell 2000 ETF 470 shares (about $141.21K) 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 PortfolioSectorIVViShares Core S&P 500 ETF$21,615,280$152,025 â–¼-0.7%28,8634.8%ETFGOOGLAlphabet$15,512,089$15,512,089 â–²New Holding43,4063.4%Communication ServicesCSCOCisco Systems$14,534,719$14,534,719 â–²New Holding123,7423.2%TechnologyAAPLApple$14,214,257$159,438 â–¼-1.1%49,1233.1%TechnologyMSFTMicrosoft$13,784,228$34,691 â–²0.3%36,9533.0%TechnologyWALMART INC$12,201,953$270,691 â–¼-2.2%107,7342.7%COMABBVAbbVie$12,111,182$12,111,182 â–²New Holding48,1292.7%HealthcareIJRiShares Core S&P Small-Cap ETF$11,167,725$63,328 â–¼-0.6%75,3002.5%ETFJPMJPMorgan Chase & Co.$10,538,237$10,538,237 â–²New Holding32,1952.3%FinanceFASTFastenal$9,599,997$71,805 â–¼-0.7%199,8752.1%IndustrialsBANK OF NY MELLON CORP$9,238,316$109,181 â–¼-1.2%63,8842.0%COMBRK.BBerkshire Hathaway$8,689,773$153,119 â–¼-1.7%17,3661.9%FinanceMAMastercard$8,529,333$8,529,333 â–²New Holding16,6071.9%FinanceMRKMerck & Co., Inc.$8,461,120$93,420 â–¼-1.1%65,8451.9%HealthcareIEMGiShares Core MSCI Emerging Markets ETF$8,345,480$8,345,480 â–²New Holding100,7421.8%ETFLINDE PLC$8,107,976$8,107,976 â–²New Holding15,6241.8%SHSAMZNAmazon.com$7,953,186$51,243 â–¼-0.6%33,3691.8%Consumer DiscretionaryNVDANVIDIA$7,698,066$114,452 â–¼-1.5%38,4731.7%TechnologyXOMExxonMobil$7,238,641$7,238,641 â–²New Holding52,9451.6%EnergySNASnap-On$7,134,955$89,735 â–¼-1.2%17,7311.6%IndustrialsPGProcter & Gamble$6,878,612$16,277 â–²0.2%46,9081.5%Consumer StaplesXYLXylem$6,739,034$6,739,034 â–²New Holding57,0091.5%IndustrialsIEFAiShares Core MSCI EAFE ETF$6,622,240$6,622,240 â–²New Holding68,5671.5%ETFDHID.R. Horton$6,526,113$6,526,113 â–²New Holding40,0671.4%Consumer DiscretionaryLABCORP HOLDINGS INC$6,515,803$10,360 â–¼-0.2%23,2711.4%COM SHSMCDMcDonald's$6,490,008$24,868 â–¼-0.4%24,0101.4%Consumer DiscretionaryNEENextEra Energy$6,476,198$16,676 â–¼-0.3%73,7861.4%UtilitiesKOCocaCola$5,985,292$37,384 â–¼-0.6%73,6471.3%Consumer StaplesLLYEli Lilly and Company$5,796,8460.0%4,8331.3%HealthcareDUKDuke Energy$5,775,086$5,775,086 â–²New Holding45,6241.3%UtilitiesSYYSysco$5,721,105$68,201 â–²1.2%68,4511.3%Consumer StaplesLMTLockheed Martin$5,694,322$8,151 â–²0.1%11,1771.3%IndustrialsUSBU.S. Bancorp$5,672,363$69,158 â–¼-1.2%93,9131.3%FinanceCLColgate-Palmolive$5,543,340$18,794 â–¼-0.3%60,4641.2%Consumer StaplesALBEMARLE CORP$5,525,037$5,525,037 â–²New Holding99,8201.2%7.25% DEP SHS ATMOThermo Fisher Scientific$5,501,930$80,218 â–²1.5%10,9741.2%HealthcareIWMiShares Russell 2000 ETF$5,416,243$141,212 â–¼-2.5%18,0271.2%ETFABTAbbott Laboratories$5,396,627$18,329 â–¼-0.3%59,4741.2%HealthcareTSCOTractor Supply$5,350,309$6,796 â–¼-0.1%169,2601.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$5,205,940$26,138 â–¼-0.5%6,9711.2%ETFLOWLowe's Companies$5,015,046$4,798,966 â–²2,220.9%22,7451.1%Consumer DiscretionaryPEPPepsiCo$4,623,166$53,618 â–²1.2%34,1451.0%Consumer StaplesVZVerizon Communications$4,588,673$4,588,673 â–²New Holding108,3771.0%Communication ServicesDISWalt Disney$4,584,129$72,188 â–¼-1.6%47,6271.0%Communication ServicesVTIVanguard Total Stock Market ETF$4,581,0960.0%12,3801.0%ETFUPSUnited Parcel Service$4,552,840$9,138 â–¼-0.2%42,3521.0%IndustrialsCOPConocoPhillips$4,300,539$20,064 â–¼-0.5%41,3671.0%EnergyEQIXEquinix$4,240,443$4,240,443 â–²New Holding4,0680.9%Real EstateMDTMedtronic$4,005,420$51,240 â–²1.3%51,2010.9%HealthcareXLEEnergy Select Sector SPDR Fund$3,951,261$3,951,261 â–²New Holding74,3980.9%ETFIJHiShares Core S&P Mid-Cap ETF$3,852,993$40,560 â–¼-1.0%49,9670.9%ETFGISGeneral Mills$3,624,420$129,526 â–¼-3.5%104,1500.8%Consumer StaplesCATCaterpillar$3,601,492$127,788 â–¼-3.4%3,3820.8%IndustrialsIAUiShares Gold Trust$3,535,718$76 â–²0.0%46,8250.8%ETFCTASCintas$3,447,5220.0%20,2700.8%IndustrialsOMCOmnicom Group$3,353,312$73,194 â–¼-2.1%46,0430.7%Communication ServicesHDHome Depot$3,105,3480.0%8,8050.7%Consumer DiscretionaryCMCSAComcast$3,071,973$52,905 â–²1.8%125,1310.7%Communication ServicesADBEAdobe$2,784,890$2,784,890 â–²New Holding13,5840.6%TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,544,902$24,151 â–¼-0.9%31,8230.6%ETFVBVanguard Small-Cap ETF$2,528,931$5,153 â–¼-0.2%8,3430.6%ETFJNJJohnson & Johnson$2,441,4140.0%9,6130.5%HealthcareACNAccenture$2,191,282$10,826 â–¼-0.5%17,6090.5%TechnologyGOOGAlphabet$1,735,643$1,735,643 â–²New Holding4,9120.4%Communication ServicesINDBIndependent Bank$1,424,1610.0%17,0110.3%FinanceORCLOracle$1,412,596$16,121 â–¼-1.1%9,6390.3%TechnologyVEAVanguard FTSE Developed Markets ETF$1,389,2660.0%19,4980.3%ETFSYKStryker$1,370,8140.0%4,3540.3%HealthcareVEUVanguard FTSE All-World ex-US ETF$1,313,2840.0%15,6810.3%ETFCVXChevron$1,279,6680.0%7,7200.3%EnergyRSPInvesco S&P 500 Equal Weight ETF$1,001,011$12,340 â–²1.2%4,7050.2%ETFPFFiShares Preferred and Income Securities ETF$948,239$13,172 â–¼-1.4%31,1000.2%ETFIBMInternational Business Machines$916,8620.0%3,2600.2%TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$849,9290.0%1,6270.2%ETFVWOVanguard FTSE Emerging Markets ETF$833,5120.0%13,9640.2%ETFPAYXPaychex$742,8840.0%7,5550.2%IndustrialsEMREmerson Electric$730,0650.0%5,1000.2%IndustrialsITWIllinois Tool Works$697,8130.0%2,5800.2%IndustrialsWMWaste Management$688,700$688,700 â–²New Holding3,0900.2%IndustrialsMMM3M$661,5650.0%4,0860.1%IndustrialsQQQInvesco QQQ$623,541$623,541 â–²New Holding8470.1%ETFHYDVanEck High Yield Muni ETF$602,461$602,461 â–²New Holding11,6960.1%ETFAMATApplied Materials$574,7850.0%7950.1%TechnologyQCOMQualcomm$558,0660.0%3,0200.1%TechnologyTSLATesla$532,059$532,059 â–²New Holding1,2650.1%Consumer DiscretionaryIXNiShares Global Tech ETF$520,1280.0%3,6000.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$490,740$4,170 â–²0.9%7,0610.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$458,109$15,343 â–¼-3.2%4,6280.1%ETFSOSouthern$450,7950.0%4,7100.1%UtilitiesPPGPPG Industries$448,7730.0%3,7000.1%MaterialsAMGNAmgen$447,9430.0%1,2370.1%HealthcareMARSH & MCLENNAN COS INC$436,6760.0%2,6200.1%COMNUENucor$431,2440.0%1,9360.1%MaterialsBMYBristol Myers Squibb$383,7500.0%6,6600.1%HealthcareINTCIntel$377,001$377,001 â–²New Holding2,7000.1%TechnologyDHRDanaher$365,3410.0%1,9180.1%HealthcareADPAutomatic Data Processing$365,0390.0%1,6300.1%IndustrialsGEGE Aerospace$360,6500.0%9650.1%IndustrialsMASMasco$325,4800.0%4,0000.1%IndustrialsKIMBERLY-CLARK CORP$324,3710.0%2,9550.1%COMShowing largest 100 holdings. 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