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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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