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 Market Cap. of Under $50 Millions

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

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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