Boston Research & Management Inc has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $395 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.1M, Ishares Core S&P 500 ETF with a value of $17.8M, Apple Inc. with a value of $12.2M, Tractor Supply CO with a value of $9.82M, and Mastercard Inc with a value of $9.49M.

Examining the 13F form we can see an decrease of $9.11M in the current position value, from $405M to 395M.

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 $395 Million
ETFs: $74.2 Million
Technology: $56.8 Million
Healthcare: $45 Million
Consumer Defensive: $44.7 Million
Industrials: $40.2 Million
Consumer Cyclical: $35.6 Million
Financial Services: $34.8 Million
Communication Services: $29.7 Million
Other: $22 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $395 Million
  • Prior Value $405 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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