Boston Research & Management Inc Portfolio Holdings

Boston Research & Management Inc

  • $453 Million
  • Q3 2025

Boston Research & Management Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $453 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.5M, Ishares Core S&P 500 ETF with a value of $19.7M, Apple Inc. with a value of $14.8M, Walmart Inc. with a value of $13.3M, and Alphabet Inc. with a value of $12.4M.

Examining the 13F form we can see an increase of $35M in the current position value, from $418M to 453M.

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 $453 Million
ETFs: $83.4 Million
Technology: $67.5 Million
Financial Services: $48.4 Million
Consumer Defensive: $48.4 Million
Industrials: $47.8 Million
Healthcare: $44.1 Million
Consumer Cyclical: $38 Million
Communication Services: $33.3 Million
Other: $27.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $453 Million
  • Prior Value $418 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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