Boston Research & Management Inc Portfolio Holdings

Boston Research & Management Inc

  • $403 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$3.52 Million 0.87% of portfolio
33,518
Q1 2025 Added 2.24%
$724B
$3.46 Million 0.86% of portfolio
4,188
Q3 2024 Reduced 5.53%
$0
$3.4 Million 0.84% of portfolio
12,380
Q2 2023 Reduced 0.63%
$373B
$3.23 Million 0.8% of portfolio
8,805
Q1 2024 Reduced 5.17%
$54.4B
$2.96 Million 0.73% of portfolio
50,143
Q1 2025 Reduced 0.28%
$0
$2.85 Million 0.71% of portfolio
48,799
Q1 2025 Reduced 0.9%
$0
$2.55 Million 0.63% of portfolio
32,269
Q1 2025 Reduced 2.61%
$0
$2.26 Million 0.56% of portfolio
10,191
Q1 2025 Reduced 0.76%
$0
$1.78 Million 0.44% of portfolio
11,311
Q1 2025 Reduced 3.17%
$430B
$1.6 Million 0.4% of portfolio
9,661
Q3 2024 Reduced 0.51%
$147B
$1.62 Million 0.4% of portfolio
4,354
Q4 2020 Reduced 0.14%
$0
$1.53 Million 0.38% of portfolio
11,927
Q1 2025 Reduced 5.02%
$1.16T
$1.51 Million 0.37% of portfolio
9,650
Q1 2025 Reduced 3.79%
$293B
$1.44 Million 0.36% of portfolio
8,608
Q2 2024 Reduced 2.27%
$0
$1.41 Million 0.35% of portfolio
3,367
Q3 2024 Added 0.21%
$657B
$1.42 Million 0.35% of portfolio
10,154
Q1 2025 Reduced 1.02%
$216B
$1.17 Million 0.29% of portfolio
3,542
Q1 2021 Reduced 3.14%
$0
$1.16 Million 0.29% of portfolio
19,063
Q1 2025 Reduced 10.47%
$0
$1.07 Million 0.26% of portfolio
20,994
Q1 2025 Reduced 4.57%
$0
$918,000 0.23% of portfolio
17,938
Q1 2025 Reduced 6.18%
$255B
$799,000 0.2% of portfolio
3,213
Q4 2024 Reduced 27.52%
$92.5B
$715,000 0.18% of portfolio
3,090
Q1 2020 Reduced 13.69%
$41.4B
$679,000 0.17% of portfolio
4,320
Q1 2023 Reduced 3.64%
$0
$681,000 0.17% of portfolio
15,048
Q1 2025 Reduced 6.81%
$84.5B
$645,000 0.16% of portfolio
4,394
Q3 2023 Added 0.92%
$104B
$639,000 0.16% of portfolio
2,620
Q1 2023 Reduced 0.64%
$78.2B
$639,000 0.16% of portfolio
2,580
Q1 2023 Reduced 0.54%
$84.5B
$559,000 0.14% of portfolio
5,100
Q2 2018 Reduced 11.76%
$125B
$523,000 0.13% of portfolio
1,715
Q3 2023 Reduced 5.51%
$0
$489,000 0.12% of portfolio
8,509
Q1 2025 Added 0.71%
$0
$481,000 0.12% of portfolio
15,665
Q1 2025 Reduced 0.11%
$287B
$482,000 0.12% of portfolio
2,413
Q2 2023 Added 5.37%
$0
$475,000 0.12% of portfolio
2,745
Q1 2025 Added 1.78%
$179B
$463,000 0.11% of portfolio
3,020
Q1 2023 Added 1.27%
$0
$432,000 0.11% of portfolio
4,368
Q1 2025 Added 0.95%
$103B
$433,000 0.11% of portfolio
4,710
Q1 2023 Reduced 1.32%
$42.8B
$430,000 0.11% of portfolio
3,030
Q3 2024 Reduced 1.78%
$137B
$393,000 0.1% of portfolio
1,918
Q3 2024 Reduced 7.7%
$26.9B
$404,000 0.1% of portfolio
3,700
Q1 2023 Reduced 0.56%
$158B
$385,000 0.1% of portfolio
1,237
Q2 2023 Added 4.21%
$264B
$387,000 0.1% of portfolio
740
Q2 2020 Reduced 9.54%
$99.3B
$406,000 0.1% of portfolio
6,660
Q4 2023 Reduced 4.99%
$0
$368,000 0.09% of portfolio
785
Q1 2025 Reduced 3.8%
$136B
$380,000 0.09% of portfolio
15,027
Q3 2024 Reduced 10.36%
$10.8B
$325,000 0.08% of portfolio
4,850
Q3 2017 New
$1.04T
$327,000 0.08% of portfolio
1,265
Q1 2025 New
$419B
$274,000 0.07% of portfolio
290
Q1 2024 New
$14.7B
$278,000 0.07% of portfolio
4,000
Q2 2023 New
$0
$272,000 0.07% of portfolio
3,600
Q2 2023 New

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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