Boston Research & Management Inc Portfolio Holdings

Boston Research & Management Inc

  • $405 Million
  • Q1 2024

Boston Research & Management Inc has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $405 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.3M, Ishares Core S&P 500 ETF with a value of $17.2M, Mastercard Inc with a value of $10.5M, Apple Inc. with a value of $10.1M, and Tractor Supply CO with a value of $9.84M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $377M to 405M.

Boston Research & Management Inc is based out at Manchester, MA

Below you can find more details about Boston Research & Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $405 Million
ETFs: $74 Million
Technology: $55.4 Million
Healthcare: $53.9 Million
Consumer Defensive: $44.7 Million
Industrials: $42.9 Million
Consumer Cyclical: $37.3 Million
Financial Services: $36.4 Million
Communication Services: $29.8 Million
Other: $21.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.33T
$18.3 Million 4.52% of portfolio
43,496
Q1 2024 Reduced 3.43%
$0
$17.2 Million 4.25% of portfolio
32,744
Q1 2024 Reduced 2.22%
$421B
$10.5 Million 2.6% of portfolio
21,820
Q1 2024 Reduced 0.87%
$3.38T
$10.1 Million 2.49% of portfolio
58,821
Q1 2024 Added 0.62%
$30B
$9.84 Million 2.43% of portfolio
37,613
Q1 2024 Reduced 0.07%
$303B
$9.66 Million 2.39% of portfolio
53,037
Q1 2024 Reduced 1.33%
$24.4B
$8.48 Million 2.1% of portfolio
65,642
Q1 2024 Reduced 0.08%
$184B
$8.46 Million 2.09% of portfolio
140,603
Q1 2024 Added 199.88%
$529B
$8.45 Million 2.09% of portfolio
20,099
Q1 2024 Reduced 0.08%
$36B
$8.2 Million 2.03% of portfolio
106,275
Q1 2024 Reduced 23.75%
$314B
$8.12 Million 2.01% of portfolio
61,525
Q4 2023 Added 2.35%
$1.09T
$8.1 Million 2.0% of portfolio
53,681
Q1 2024 Reduced 0.2%
$0
$8.06 Million 1.99% of portfolio
72,946
Q1 2024 Reduced 0.59%
Linde PLC
-
$7.74 Million 1.91% of portfolio
-
Q1 2024 Reduced 0.01%
$593B
$7.55 Million 1.87% of portfolio
37,689
Q1 2024 Reduced 1.03%
$37.5B
$7.32 Million 1.81% of portfolio
104,650
Q1 2024 Added 1.47%
$391B
$7.1 Million 1.76% of portfolio
43,771
Q1 2024 Added 0.8%
$182B
$7.02 Million 1.74% of portfolio
61,784
Q1 2024 Added 0.1%
$187B
$6.86 Million 1.7% of portfolio
24,347
Q1 2024 Added 0.45%
$49B
$6.7 Million 1.66% of portfolio
40,710
Q1 2024 Reduced 1.32%
$1.97T
$6.25 Million 1.54% of portfolio
34,637
Q1 2024 Reduced 0.44%
$191B
$6.17 Million 1.52% of portfolio
17,794
Q1 2024 Reduced 0.16%
$480B
$5.83 Million 1.44% of portfolio
50,173
Q1 2024 Reduced 0.49%
$80.9B
$5.74 Million 1.42% of portfolio
63,701
Q1 2024 Reduced 0.48%
$181B
$5.6 Million 1.38% of portfolio
45,789
Q1 2024 Added 0.66%
$227B
$5.56 Million 1.37% of portfolio
31,747
Q1 2024 Added 2.16%
$172B
$5.49 Million 1.36% of portfolio
126,688
Q1 2024 Added 1.19%
$48.4B
$5.44 Million 1.35% of portfolio
94,456
Q1 2024 Added 0.33%
$77.5B
$5.45 Million 1.35% of portfolio
68,308
Q1 2024 Added 1.3%
$127B
$5.37 Million 1.33% of portfolio
121,549
Q1 2024 Added 2.7%
$13.9B
$5.39 Million 1.33% of portfolio
18,200
Q1 2024 Added 0.09%
$99.8B
$5.37 Million 1.33% of portfolio
36,161
Q1 2024 Added 1.93%
$18.2B
$5.35 Million 1.32% of portfolio
24,467
Q1 2024 Added 1.4%
$0
$5.22 Million 1.29% of portfolio
101,150
Q1 2024 Reduced 0.73%
$217B
$5.22 Million 1.29% of portfolio
8,979
Q1 2024 Added 1.21%
$122B
$4.97 Million 1.23% of portfolio
10,935
Q1 2024 Added 1.71%
$0
$4.85 Million 1.2% of portfolio
65,369
Q1 2024 Reduced 2.23%
$18.3B
$4.84 Million 1.2% of portfolio
50,013
Q1 2024 Reduced 1.01%
$275B
$4.86 Million 1.2% of portfolio
79,445
Q1 2024 Reduced 0.32%
$36.2B
$4.85 Million 1.2% of portfolio
59,715
Q1 2024 Added 1.49%
$139B
$4.51 Million 1.11% of portfolio
70,554
Q1 2024 Added 3.42%
$0
$4.45 Million 1.1% of portfolio
47,091
Q1 2024 Added 0.11%
$0
$4.42 Million 1.09% of portfolio
21,041
Q1 2024 Reduced 0.08%
$77.2B
$4.37 Million 1.08% of portfolio
45,206
Q1 2024 Added 2.51%
$12B
$4.21 Million 1.04% of portfolio
36,700
Q1 2024 Added 8.42%
$173B
$4.15 Million 1.03% of portfolio
98,896
Q1 2024 Added 1.35%
$105B
$4.17 Million 1.03% of portfolio
47,900
Q1 2024 Added 1.71%
$59B
$3.94 Million 0.97% of portfolio
88,241
Q1 2024 Added 2.73%
$146B
$3.88 Million 0.96% of portfolio
30,506
Q1 2024 Added 2.24%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $405 Million
  • Prior Value $377 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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