Boston Research & Management Inc Portfolio Holdings

Boston Research & Management Inc

  • $403 Million
  • Q1 2025

Boston Research & Management Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $403 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $17.1M, Microsoft Corp with a value of $15.8M, Apple Inc. with a value of $12.6M, Walmart Inc. with a value of $11.5M, and Mastercard Inc with a value of $11.4M.

Examining the 13F form we can see an decrease of $4.68M in the current position value, from $407M to 403M.

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 $403 Million
ETFs: $74 Million
Technology: $54.8 Million
Consumer Defensive: $48.1 Million
Financial Services: $42.7 Million
Industrials: $42.6 Million
Healthcare: $42 Million
Consumer Cyclical: $34 Million
Communication Services: $27.9 Million
Other: $23.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.1 Million 4.25% of portfolio
30,459
Q1 2025 Reduced 5.69%
$3.8T
$15.8 Million 3.91% of portfolio
41,961
Q1 2025 Added 0.21%
$3.41T
$12.6 Million 3.12% of portfolio
56,546
Q1 2025 Reduced 0.91%
$260B
$11.5 Million 2.86% of portfolio
131,354
Q1 2025 Reduced 1.9%
$529B
$11.4 Million 2.83% of portfolio
20,817
Q1 2025 Reduced 2.44%
$327B
$10.7 Million 2.65% of portfolio
50,858
Q1 2025 Reduced 2.45%
$631B
$10.1 Million 2.52% of portfolio
19,041
Q1 2025 Reduced 2.93%
$6.37B
$9.64 Million 2.39% of portfolio
174,970
Q1 2025 Reduced 2.31%
$281B
$9 Million 2.24% of portfolio
145,883
Q1 2025 Reduced 1.54%
$853B
$8.74 Million 2.17% of portfolio
35,630
Q1 2025 Reduced 3.47%
$26.4B
$8.27 Million 2.05% of portfolio
106,677
Q1 2025 Reduced 0.91%
$1.07T
$8.04 Million 2.0% of portfolio
51,979
Q1 2025 Reduced 0.29%
$218B
$7.87 Million 1.95% of portfolio
59,316
Q1 2025 Reduced 4.89%
$0
$7.72 Million 1.92% of portfolio
73,844
Q1 2025 Added 0.11%
$23.8B
$7.74 Million 1.92% of portfolio
64,817
Q1 2025 Reduced 0.53%
$218B
$7.71 Million 1.91% of portfolio
24,684
Q1 2025 Reduced 1.45%
$79.7B
$7.43 Million 1.84% of portfolio
88,537
Q1 2025 Reduced 3.35%
Linde PLC
-
$7.35 Million 1.83% of portfolio
-
Q1 2025 Reduced 1.39%
$2.34T
$6.55 Million 1.63% of portfolio
34,439
Q1 2025 Reduced 1.5%
$29.2B
$6.57 Million 1.63% of portfolio
109,806
Q1 2025 Added 2.25%
$450B
$6.35 Million 1.58% of portfolio
53,412
Q1 2025 Added 1.34%
$17.5B
$6.22 Million 1.54% of portfolio
18,461
Q1 2025 Reduced 1.76%
$72.3B
$5.9 Million 1.47% of portfolio
62,981
Q1 2025 Reduced 1.24%
$178B
$5.79 Million 1.44% of portfolio
18,555
Q1 2025 Added 0.09%
$0
$5.69 Million 1.41% of portfolio
105,487
Q1 2025 Added 0.52%
Labcorp Holdings
-
$5.67 Million 1.41% of portfolio
-
Q1 2025 Reduced 3.84%
$201B
$5.64 Million 1.4% of portfolio
62,886
Q1 2025 Reduced 1.86%
$303B
$5.51 Million 1.37% of portfolio
76,977
Q1 2025 Reduced 1.75%
$92.3B
$5.43 Million 1.35% of portfolio
44,527
Q1 2025 Reduced 3.12%
$150B
$5.3 Million 1.32% of portfolio
74,778
Q1 2025 Added 0.07%
$195B
$5.26 Million 1.31% of portfolio
35,067
Q1 2025 Added 0.43%
$0
$5.21 Million 1.29% of portfolio
68,922
Q1 2025 Added 0.04%
$45.6B
$5.09 Million 1.26% of portfolio
40,018
Q1 2025 Reduced 1.08%
$121B
$4.97 Million 1.23% of portfolio
11,116
Q1 2025 Reduced 0.8%
$39.9B
$4.93 Million 1.22% of portfolio
65,724
Q1 2025 Reduced 1.21%
$154B
$4.89 Million 1.21% of portfolio
132,574
Q1 2025 Added 0.57%
$178B
$4.7 Million 1.17% of portfolio
103,655
Q1 2025 Reduced 2.67%
$159B
$4.64 Million 1.15% of portfolio
9,315
Q1 2025 Added 0.18%
$220B
$4.6 Million 1.14% of portfolio
46,635
Q1 2025 Reduced 1.0%
$171B
$4.49 Million 1.12% of portfolio
11,711
Q1 2025 Added 47.2%
$0
$4.51 Million 1.12% of portfolio
48,271
Q1 2025 Reduced 2.24%
$119B
$4.36 Million 1.08% of portfolio
48,501
Q1 2025 Reduced 4.65%
$72.1B
$4.37 Million 1.08% of portfolio
39,692
Q1 2025 Reduced 2.62%
$427B
$4.24 Million 1.05% of portfolio
39,120
Q1 2025 Added 254.99%
$0
$4.19 Million 1.04% of portfolio
21,008
Q1 2025 Reduced 0.16%
$14.4B
$4.14 Million 1.03% of portfolio
49,926
Q1 2025 Reduced 2.8%
$22.5B
$4.17 Million 1.03% of portfolio
20,270
Q1 2025 Reduced 4.84%
$0
$3.97 Million 0.99% of portfolio
7,094
Q1 2025 Reduced 0.31%
$68B
$3.93 Million 0.98% of portfolio
93,093
Q1 2025 Reduced 1.53%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $403 Million
  • Prior Value $407 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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