Boston Research & Management Inc Portfolio Holdings

Boston Research & Management Inc

  • $418 Million
  • Q2 2025

Boston Research & Management Inc has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $418 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 $20.6M, Ishares Core S&P 500 ETF with a value of $18.4M, Walmart Inc. with a value of $12.7M, Apple Inc. with a value of $11.7M, and Mastercard Inc with a value of $11.5M.

Examining the 13F form we can see an increase of $15.7M in the current position value, from $403M to 418M.

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 $418 Million
ETFs: $77.9 Million
Technology: $62.9 Million
Consumer Defensive: $47.4 Million
Industrials: $44.8 Million
Financial Services: $44.2 Million
Healthcare: $39.9 Million
Consumer Cyclical: $34.5 Million
Communication Services: $29.8 Million
Other: $22.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$20.6 Million 4.92% of portfolio
41,401
Q2 2025 Reduced 1.33%
$281B
$12.7 Million 3.03% of portfolio
129,461
Q2 2025 Reduced 1.44%
$3.69T
$11.7 Million 2.81% of portfolio
57,218
Q2 2025 Added 1.19%
$548B
$11.5 Million 2.74% of portfolio
20,421
Q2 2025 Reduced 1.9%
$859B
$10.2 Million 2.43% of portfolio
35,088
Q2 2025 Reduced 1.52%
$293B
$10 Million 2.4% of portfolio
144,750
Q2 2025 Reduced 0.78%
$351B
$9.5 Million 2.27% of portfolio
51,188
Q2 2025 Added 0.65%
$6.58B
$9.32 Million 2.23% of portfolio
176,580
Q2 2025 Added 0.92%
$621B
$9.18 Million 2.19% of portfolio
18,900
Q2 2025 Reduced 0.74%
$1.21T
$9.14 Million 2.18% of portfolio
51,850
Q2 2025 Reduced 0.25%
$27.8B
$8.87 Million 2.12% of portfolio
211,265
Q2 2025 Added 98.04%
$25.8B
$8.37 Million 2.0% of portfolio
64,689
Q2 2025 Reduced 0.2%
$229B
$7.94 Million 1.9% of portfolio
58,395
Q2 2025 Reduced 1.55%
$83.7B
$7.88 Million 1.88% of portfolio
86,501
Q2 2025 Reduced 2.3%
$2.26T
$7.64 Million 1.83% of portfolio
34,808
Q2 2025 Added 1.07%
$222B
$7.31 Million 1.75% of portfolio
25,017
Q2 2025 Added 1.35%
$456B
$6.2 Million 1.48% of portfolio
39,245
Q2 2025 Added 0.32%
$17.3B
$5.9 Million 1.41% of portfolio
18,967
Q2 2025 Added 2.74%
$29.2B
$5.88 Million 1.41% of portfolio
113,486
Q2 2025 Added 3.35%
$442B
$5.9 Million 1.41% of portfolio
54,774
Q2 2025 Added 2.55%
$207B
$5.76 Million 1.38% of portfolio
46,480
Q2 2025 Reduced 0.33%
$70.9B
$5.72 Million 1.37% of portfolio
62,940
Q2 2025 Reduced 0.07%
$150B
$5.7 Million 1.36% of portfolio
19,056
Q2 2025 Added 2.7%
$55B
$5.47 Million 1.31% of portfolio
42,439
Q2 2025 Added 6.05%
$95.8B
$5.39 Million 1.29% of portfolio
45,655
Q2 2025 Added 2.53%
$306B
$5.36 Million 1.28% of portfolio
75,735
Q2 2025 Reduced 1.61%
$141B
$5.34 Million 1.28% of portfolio
76,923
Q2 2025 Added 2.87%
$203B
$5.33 Million 1.27% of portfolio
67,359
Q2 2025 Added 7.11%
$113B
$5.33 Million 1.27% of portfolio
11,504
Q2 2025 Added 3.49%
$40.9B
$5.17 Million 1.23% of portfolio
68,205
Q2 2025 Added 3.77%
$141B
$4.89 Million 1.17% of portfolio
137,015
Q2 2025 Added 3.35%
$202B
$4.81 Million 1.15% of portfolio
36,450
Q2 2025 Added 3.94%
$182B
$4.67 Million 1.12% of portfolio
107,961
Q2 2025 Added 4.15%
$157B
$4.59 Million 1.1% of portfolio
11,876
Q2 2025 Added 1.41%
$22.7B
$4.52 Million 1.08% of portfolio
20,270
Q1 2025 Reduced 4.84%
$187B
$4.44 Million 1.06% of portfolio
10,954
Q2 2025 Added 17.6%
$68B
$4.44 Million 1.06% of portfolio
98,039
Q2 2025 Added 5.31%
$122B
$4.4 Million 1.05% of portfolio
50,497
Q2 2025 Added 4.12%
$63.8B
$4.3 Million 1.03% of portfolio
42,645
Q2 2025 Added 7.44%
$15B
$3.62 Million 0.86% of portfolio
50,261
Q2 2025 Added 0.67%
$120B
$3.55 Million 0.85% of portfolio
39,552
Q2 2025 Added 18.0%
$608B
$3.26 Million 0.78% of portfolio
4,188
Q3 2024 Reduced 5.53%
$405B
$3.23 Million 0.77% of portfolio
8,805
Q1 2024 Reduced 5.17%
$684B
$2.16 Million 0.52% of portfolio
9,899
Q2 2025 Reduced 2.51%
$1.24T
$1.71 Million 0.41% of portfolio
9,621
Q2 2025 Reduced 0.3%
$142B
$1.72 Million 0.41% of portfolio
4,354
Q4 2020 Reduced 0.14%
$452B
$1.48 Million 0.35% of portfolio
9,661
Q3 2024 Reduced 0.51%
$218B
$1.38 Million 0.33% of portfolio
3,542
Q1 2021 Reduced 3.14%
$302B
$1.22 Million 0.29% of portfolio
8,520
Q2 2025 Reduced 1.02%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $418 Million
  • Prior Value $403 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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