Boston Research & Management Inc Top Holdings and 13F Report (2026)

About Boston Research & Management Inc

Investment Activity

Boston Research & Management Inc has $420.99 thousand in total holdings as of March 31, 2026.
Boston Research & Management Inc owns shares of 114 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 1.13% of the portfolio was purchased this quarter.
About 3.05% of the portfolio was sold this quarter.
This quarter, Boston Research & Management Inc has purchased 120 new stocks and bought additional shares in 23 stocks.
Boston Research & Management Inc sold shares of 48 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $18,986
Wal-Mart Stores: $13,686
Microsoft: $13,644
Alphabet: $12,686
Apple: $12,606

Largest New Holdings this Quarter

039483102 - Archer Daniels Midland: $209 Holding
882508104 - Texas Instruments: $205 Holding

Largest Purchases this Quarter

Adobe: 3,439 shares (about $835.95)
Comcast: 26,005 shares (about $746.47)
Eli Lilly and Company: 685 shares (about $630.01)
United Parcel Service: 3,172 shares (about $311.99)
Abbott Laboratories: 2,955 shares (about $303.34)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 2,761 shares (about $1.80K)
Mastercard: 2,360 shares (about $1.18K)
Apple: 3,909 shares (about $992.00)
Microsoft: 2,325 shares (about $860.62)
ExxonMobil: 3,851 shares (about $653.33)

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	$18,986	$1,803 ▼	-8.7%	29,066	4.5%	ETF
Wal-Mart Stores	$13,686	$295 ▼	-2.1%	110,124	3.3%	COM
MSFT Microsoft	$13,644	$861 ▼	-5.9%	36,860	3.2%	Computer and Technology
GOOGL Alphabet	$12,686	$441 ▼	-3.4%	44,116	3.0%	Computer and Technology
AAPL Apple	$12,606	$992 ▼	-7.3%	49,674	3.0%	Computer and Technology
ABBV AbbVie	$10,516	$73 ▼	-0.7%	48,353	2.5%	Medical
CSCO Cisco Systems	$9,739	$61 ▼	-0.6%	125,526	2.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$9,520	$204 ▼	-2.1%	32,363	2.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$9,413	$36 ▼	-0.4%	75,727	2.2%	ETF
FAST Fastenal	$9,343	$70 ▼	-0.7%	201,370	2.2%	Retail/Wholesale
XOM ExxonMobil	$9,023	$653 ▼	-6.8%	53,185	2.1%	Energy
BRK.B Berkshire Hathaway	$8,468	$207 ▼	-2.4%	17,672	2.0%	Finance
MA Mastercard	$8,370	$1,179 ▼	-12.3%	16,752	2.0%	Business Services
MRK Merck & Co., Inc.	$8,007	$70 ▲	0.9%	66,572	1.9%	Medical
Linde PLC	$7,817	$217 ▲	2.9%	15,768	1.9%	COM
TSCO Tractor Supply	$7,677	$127 ▲	1.7%	169,475	1.8%	Retail/Wholesale
BK BNY	$7,668	$22 ▼	-0.3%	64,639	1.8%	Finance
MCD McDonald's	$7,490	$22 ▼	-0.3%	24,102	1.8%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$7,205	$40 ▼	-0.6%	103,305	1.7%	ETF
AMZN Amazon.com	$6,994	$9 ▲	0.1%	33,584	1.7%	Retail/Wholesale
NEE NextEra Energy	$6,870	$59 ▼	-0.9%	73,976	1.6%	Utilities
NVDA NVIDIA	$6,809	$25 ▼	-0.4%	39,045	1.6%	Computer and Technology
PG Procter & Gamble	$6,759	$54 ▼	-0.8%	46,797	1.6%	Consumer Staples
LMT Lockheed Martin	$6,745	$83 ▼	-1.2%	11,161	1.6%	Aerospace
XYL Xylem	$6,707	$181 ▼	-2.6%	56,127	1.6%	Business Services
SNA Snap-On	$6,521	$62 ▼	-0.9%	17,954	1.5%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$6,296	$21 ▼	-0.3%	69,552	1.5%	ETF
Labcorp Holdings	$6,219	$63 ▼	-1.0%	23,308	1.5%	COM
ABT Abbott Laboratories	$6,126	$303 ▲	5.2%	59,676	1.5%	Medical
DUK Duke Energy	$5,985	$40 ▲	0.7%	45,712	1.4%	Utilities
KO CocaCola	$5,635	$40 ▼	-0.7%	74,107	1.3%	Consumer Staples
DHI D.R. Horton	$5,528	$72 ▼	-1.3%	40,290	1.3%	Construction
COP ConocoPhillips	$5,485	$50 ▲	0.9%	41,560	1.3%	Energy
VZ Verizon Communications	$5,421	$24 ▼	-0.4%	107,993	1.3%	Computer and Technology
TMO Thermo Fisher Scientific	$5,315	$116 ▲	2.2%	10,814	1.3%	Medical
PEP PepsiCo	$5,240	$33 ▼	-0.6%	33,749	1.2%	Consumer Staples
CL Colgate-Palmolive	$5,170	$51 ▲	1.0%	60,669	1.2%	Consumer Staples
USB U.S. Bancorp	$4,943		0.0%	95,058	1.2%	Finance
SYY Sysco	$4,824	$5 ▲	0.1%	67,635	1.1%	Consumer Staples
DIS Walt Disney	$4,662	$176 ▲	3.9%	48,377	1.1%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$4,587	$371 ▼	-7.5%	18,497	1.1%	Finance
XLE Energy Select Sector SPDR Fund	$4,578	$58 ▼	-1.2%	74,732	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$4,556	$26 ▼	-0.6%	7,006	1.1%	Finance
LLY Eli Lilly and Company	$4,445	$630 ▲	16.5%	4,833	1.1%	Medical
MDT Medtronic	$4,379	$131 ▲	3.1%	50,546	1.0%	Medical
UPS United Parcel Service	$4,174	$312 ▲	8.1%	42,437	1.0%	Transportation
IAU iShares Gold Trust	$4,128	$11 ▼	-0.3%	46,824	1.0%	Finance
EQIX Equinix	$4,024	$189 ▲	4.9%	4,106	1.0%	Finance
GIS General Mills	$4,014	$290 ▲	7.8%	107,872	1.0%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$3,971		0.0%	12,380	0.9%	ETF
OMC Omnicom Group	$3,543	$12 ▼	-0.3%	47,048	0.8%	Business Services
CMCSA Comcast	$3,530	$746 ▲	26.8%	122,976	0.8%	Consumer Discretionary
ACN Accenture	$3,508	$121 ▼	-3.3%	17,696	0.8%	Computer and Technology
CTAS Cintas	$3,428		0.0%	20,270	0.8%	Business Services
IJH iShares Core S&P Mid-Cap ETF	$3,409	$123 ▼	-3.5%	50,493	0.8%	ETF
ADBE Adobe	$3,337	$836 ▲	33.4%	13,728	0.8%	Computer and Technology
HD Home Depot	$2,895		0.0%	8,805	0.7%	Retail/Wholesale
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,555	$11 ▲	0.4%	32,125	0.6%	ETF
CAT Caterpillar	$2,481		0.0%	3,502	0.6%	Industrials
JNJ Johnson & Johnson	$2,349		0.0%	9,613	0.6%	Medical
VB Vanguard Small-Cap ETF	$2,189	$12 ▼	-0.5%	8,360	0.5%	ETF
CVX Chevron	$1,597	$41 ▼	-2.5%	7,720	0.4%	Energy
GOOG Alphabet	$1,446	$406 ▼	-21.9%	5,042	0.3%	Computer and Technology
ORCL Oracle	$1,434	$10 ▼	-0.7%	9,749	0.3%	Computer and Technology
SYK Stryker	$1,430		0.0%	4,354	0.3%	Medical
INDB Independent Bank	$1,279		0.0%	17,011	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,249	$37 ▼	-2.8%	19,498	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,177		0.0%	15,681	0.3%	ETF
PFF iShares Preferred and Income Securities ETF	$956	$11 ▲	1.2%	31,532	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$891	$319 ▼	-26.4%	4,647	0.2%	ETF
IBM International Business Machines	$790		0.0%	3,260	0.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$754		0.0%	13,964	0.2%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$753	$197 ▼	-20.7%	1,627	0.2%	Finance
WM Waste Management	$710		0.0%	3,090	0.2%	Business Services
PAYX Paychex	$695		0.0%	7,555	0.2%	Computer and Technology
ITW Illinois Tool Works	$671		0.0%	2,580	0.2%	Industrials
EMR Emerson Electric	$668		0.0%	5,100	0.2%	Industrials
HYD VanEck High Yield Muni ETF	$613		0.0%	12,240	0.1%	ETF
MMM 3M	$593	$45 ▼	-7.0%	4,086	0.1%	Multi-Sector Conglomerates
QQQ Invesco QQQ	$499	$12 ▲	2.4%	864	0.1%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$474	$6 ▲	1.3%	4,783	0.1%	Finance
TSLA Tesla	$470		0.0%	1,265	0.1%	Auto/Tires/Trucks
SO Southern	$454		0.0%	4,710	0.1%	Utilities
Marsh Common Stock	$454		0.0%	2,620	0.1%	COM
AOR iShares Core 60/40 Balanced Allocation ETF	$450	$3 ▲	0.6%	7,001	0.1%	ETF
AMGN Amgen	$435		0.0%	1,237	0.1%	Medical
BMY Bristol Myers Squibb	$403		0.0%	6,660	0.1%	Medical
PPG PPG Industries	$395		0.0%	3,700	0.1%	Basic Materials
QCOM Qualcomm	$388		0.0%	3,020	0.1%	Computer and Technology
DHR Danaher	$363		0.0%	1,918	0.1%	Medical
IXN iShares Global Tech ETF	$359		0.0%	3,600	0.1%	ETF
PFE Pfizer	$337	$22 ▼	-6.2%	12,009	0.1%	Medical
ADP Automatic Data Processing	$331		0.0%	1,630	0.1%	Computer and Technology
NUE Nucor	$327		0.0%	1,936	0.1%	Basic Materials
RTX RTX	$315		0.0%	1,635	0.1%	Aerospace
COST Costco Wholesale	$288		0.0%	290	0.1%	Retail/Wholesale
Kimberly-Clark Corp	$285		0.0%	2,955	0.1%	COM
IWF iShares Russell 1000 Growth ETF	$274		0.0%	643	0.1%	ETF
IWB iShares Russell 1000 ETF	$273		0.0%	768	0.1%	ETF
GE GE Aerospace	$273	$398 ▼	-59.3%	965	0.1%	Aerospace

Showing largest 100 holdings. View all holdings.

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Boston Research & Management Inc Top Holdings and 13F Report (2026)

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

MarketBeat Products

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Boston Research & Management Inc Top Holdings and 13F Report (2026)

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