BR
Boston Research & Management Inc 13F Filing (Q2 2026) — Top Positions & Stock Picks
Boston Research & Management IncCIK: 0001259261
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$452.6M
Reporting period: 2026-06-30 · Number of holdings: 121
BOSTON RESEARCH & MANAGEMENT INC disclosed 121 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $452.6M and a quarterly turnover rate of 14.9%.
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Personality snowflake
- Concentration
- 7.15
- Portfolio Stability
- 14.94
- Momentum
- 100
- Sector conviction
- 35.57
- Diversification
- 100
- Sizing Uniformity
- 89.16
Boston Research & Management Inc's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 56 equally-sized positions, well below its 121 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.08), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy ALB 7.25 03-01-27
Add LOW
+2220.9% $4.8M
Add CSCO
-1.4% $4.8M
Trim TSCO
-0.1% -$2.3M
Trim WMT
-2.2% -$1.5M
Trim XOM
-0.5% -$1.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.78% | +0.27% | -0.70% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.43% | +0.42% | -1.61% | |
| 3 | CSCO | Cisco Systems Inc | Stock-Tech | 3.21% | +0.90% | -1.42% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.15% | -1.11% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.19% | +0.25% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.70% | -0.55% | -2.17% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.68% | +0.18% | -0.46% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.47% | +0.23% | -0.56% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | +0.07% | -0.52% | |
| 10 | FAST | Fastenal Co | Stock-Industrials | 2.12% | -0.10% | -0.74% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.04% | +0.22% | -1.17% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | -0.09% | -1.73% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.88% | -0.11% | -0.87% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.87% | -0.03% | -1.09% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.84% | +0.13% | -2.48% | |
| 16 | LIN | Linde plc | Stock-Materials | 1.79% | -0.07% | -0.91% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.10% | -0.64% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | +0.08% | -1.47% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.60% | -0.54% | -0.45% | |
| 20 | SNA | Snap-on Inc | Stock-Industrials | 1.58% | +0.03% | -1.24% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.09% | +0.24% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 1.49% | -0.10% | +1.57% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.46% | -0.04% | -1.42% | |
| 24 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.44% | +0.13% | -0.55% | |
| 25 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.44% | -0.04% | -0.16% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.43% | -0.35% | -0.39% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 1.43% | -0.20% | -0.26% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.32% | -0.02% | -0.62% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | +0.22% | — | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 1.28% | -0.14% | -0.19% | |
| 31 | SYY | Sysco CORP | Stock-Consumer Staples | 1.26% | +0.11% | +1.21% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.26% | -0.34% | +0.14% | |
| 33 | USB | US Bancorp | Stock-Financials | 1.25% | +0.08% | -1.20% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.22% | -0.01% | -0.34% | |
| 35 | ALB 7.25 03-01-27Bond | Albemarle CORP | Bond | 1.22% | +1.22% | NEW | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | -0.04% | +1.48% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.20% | +0.11% | -2.54% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | -0.27% | -0.34% | |
| 39 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.18% | -0.64% | -0.13% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.07% | -0.50% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.11% | +1.06% | +2220.92% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.02% | -0.22% | +1.17% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.01% | -0.28% | +0.35% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | -0.10% | -1.55% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | +0.07% | — | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.01% | +0.02% | -0.20% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.95% | -0.35% | -0.46% | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.94% | -0.02% | -0.93% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.88% | -0.16% | +1.29% | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.87% | -0.22% | -0.45% |
1–50 of 121
Portfolio Performance
Performance for Q3 2026
+5.3%
Performance Last 4 Quarters
+12.8%
- Stdev
- +9.9%
- Beta
- +0.67
- Alpha
- +0.6%
- Max Drawdown
- -6.6%
- Annualized Perf
- +15.8%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.7
- Stutzer
- +0.43
- Treynor
- +0.23
- Sterling
- +1.02
- Calmar
- +2.39
- Information Ratio
- -0.96
- Tracking Error
- +6.8%
- Stdev Down
- +5.7%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +27%
- Worst 12 Months
- +2.9%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.54
- Stdev Sectors
- +5%
- Skewness
- -0.63
- Kurtosis
- +0.14
- Upside Potential
- +4.13
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 121 | $452.6M | 15 | ||
| 2026 Q1 | 115 | $428.3M | 14 | ||
| 2025 Q4 | 121 | $439.9M | 0 | ||
| 2025 Q3 | 120 | $457.5M | 0 | ||
| 2025 Q2 | 117 | $423.3M | 0 | ||
| 2025 Q1 | 116 | $402.7M | 100 | ||
| 2024 Q4 | 115 | $407.4M | 0 | ||
| 2024 Q3 | 115 | $425.7M | 0 | ||
| 2024 Q2 | 114 | $395.5M | 0 | ||
| 2024 Q1 | 116 | $404.6M | 0 | ||
| 2023 Q4 | 114 | $376.7M | 0 | ||
| 2023 Q3 | 114 | $338.3M | 0 | ||
| 2023 Q2 | 113 | $353.2M | 0 | ||
| 2023 Q1 | 110 | $334.8M | 0 | ||
| 2022 Q4 | 106 | $323.2M | 0 | ||
| 2022 Q3 | 102 | $293.5M | 0 | ||
| 2022 Q2 | 106 | $308.7M | 0 | ||
| 2022 Q1 | 111 | $344.5M | 0 | ||
| 2021 Q4 | 112 | $366.3M | 0 | ||
| 2021 Q3 | 108 | $335.8M | 0 | ||
| 2021 Q2 | 108 | $329.7M | 100 | ||
| 2021 Q1 | 105 | $310.7M | 9 | ||
| 2020 Q4 | 104 | $287.4M | 13 | ||
| 2020 Q3 | 101 | $255.7M | 11 | ||
| 2020 Q2 | 97 | $240.7M | 19 | ||
| 2020 Q1 | 92 | $199.2M | 30 | ||
| 2019 Q4 | 101 | $266.6M | 8 | ||
| 2019 Q3 | 99 | $252.9M | 8 | ||
| 2019 Q2 | 99 | $247.2M | 7 | ||
| 2019 Q1 | 104 | $240.0M | 14 | ||
| 2018 Q4 | 100 | $210.0M | 17 | ||
| 2018 Q3 | 101 | $218.9M | 9 | ||
| 2018 Q2 | 97 | $203.2M | 9 | ||
| 2018 Q1 | 95 | $196.3M | 9 | ||
| 2017 Q4 | 97 | $199.4M | 8 | ||
| 2017 Q3 | 96 | $195.7M | 11 | ||
| 2017 Q2 | 95 | $184.8M | 7 | ||
| 2017 Q1 | 96 | $183.6M | 8 | ||
| 2016 Q4 | 95 | $175.8M | 10 | ||
| 2016 Q3 | 93 | $173.1M | 10 | ||
| 2016 Q2 | 95 | $164.9M | 7 | ||
| 2016 Q1 | 94 | $160.6M | 21 | ||
| 2015 Q4 | 98 | $160.8M | 18 | ||
| 2015 Q3 | 98 | $151.9M | 19 | ||
| 2015 Q2 | 98 | $158.0M | 8 | ||
| 2015 Q1 | 100 | $157.7M | 11 | ||
| 2014 Q4 | 104 | $159.6M | 18 | ||
| 2014 Q3 | 102 | $148.7M | 11 | ||
| 2014 Q2 | 100 | $144.7M | 12 | ||
| 2014 Q1 | 99 | $136.0M | 7 | ||
| 2013 Q4 | 94 | $130.1M | 11 | ||
| 2013 Q3 | 89 | $118.4M | 7 | ||
| 2013 Q2 | 83 | $112.5M | — |
Holding changes this quarter
Boston Research & Management Inc's most significant position changes for 2026-06-30: New buy: Albemarle CORP (ALB 7.25 03-01-27); New buy: Intel CORP (INTC); New buy: Vanguard Extended Market ETF (VXF); New buy: Agilent Technologies Inc (A); New buy: Ss Spdr Bb Conv Sec ETF (CWB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALB 7.25 03-01-27Bond | Albemarle CORP | +1.2% | NEW | New buy |
| 2 | LOW | Lowe's Cos Inc | +1.1% | +2220.92% | Add |
| 3 | CSCO | Cisco Systems Inc | +0.9% | -1.42% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.61% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | -0.70% | Trim |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | -0.56% | Trim |
| 7 | BNY | Bank Of New York Mellon CORP | +0.2% | -1.17% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.2% | — | Unchanged |
| 9 | CAT | Caterpillar Inc | +0.2% | -3.43% | Trim |
| 10 | ABBV | Abbvie Inc | +0.2% | -0.46% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | -1.11% | Trim |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | -2.48% | Trim |
| 13 | DHI | Dr Horton Inc | +0.1% | -0.55% | Trim |
| 14 | SYY | Sysco CORP | +0.1% | +1.21% | Add |
| 15 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.54% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.64% | Trim |
| 17 | NVDA | Nvidia CORP | +0.1% | -1.47% | Trim |
| 18 | USB | US Bancorp | +0.1% | -1.20% | Trim |
| 19 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.52% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.50% | Trim |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Unchanged |
| 23 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 24 | VXF | Vanguard Extended Market ETF | +0.1% | NEW | New buy |
| 25 | A | Agilent Technologies Inc | +0.1% | NEW | New buy |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | NEW | New buy |
| 27 | ODFL | Old Dominion Freight Line | +0.1% | NEW | New buy |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.04% | Trim |
| 29 | VB | Vanguard Small-cap ETF | 0% | -0.20% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | 0% | -2.58% | Trim |
| 31 | CB | Chubb Limited | 0% | NEW | New buy |
| 32 | SNA | Snap-on Inc | 0% | -1.24% | Trim |
| 33 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 34 | UPS | United Parcel Service-cl B | 0% | -0.20% | Trim |
| 35 | IXN | Ishares Global Tech ETF | 0% | — | Unchanged |
| 36 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.08% | Trim |
| 37 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 38 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 39 | NUE | Nucor CORP | 0% | — | Unchanged |
| 40 | GE | General Electric | 0% | — | Unchanged |
| 41 | INDB | Independent Bank Corp/ma | 0% | — | Unchanged |
| 42 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 43 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 44 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 45 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.23% | Add |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 47 | MAS | Masco CORP | 0% | — | Unchanged |
| 48 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 49 | BXP | Bxp Inc | 0% | — | Unchanged |
| 50 | MMM | 3m Co | 0% | — | Unchanged |
1–50 of 121
Filing History
FAQ
What is Boston Research & Management Inc and what type of investor is it?
Boston Research & Management Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $452.6M, spread across 121 disclosed positions.
What are Boston Research & Management Inc's largest equity positions?
Based on the latest 13F filing, Boston Research & Management Inc's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $21.6M (4.8%)
2. Alphabet Inc-cl A (GOOGL) — $15.5M (3.4%)
3. Cisco Systems Inc (CSCO) — $14.5M (3.2%)
4. Apple Inc (AAPL) — $14.2M (3.1%)
5. Microsoft CORP (MSFT) — $13.8M (3.0%)
What changes did Boston Research & Management Inc make in its most recent portfolio filing?
In the latest reported quarter, Boston Research & Management Inc made 75 notable position adjustments: 7 new positions were initiated, 15 existing holdings were added to, 53 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Albemarle CORP (ALB 7.25 03-01-27); New buy: Intel CORP (INTC); New buy: Vanguard Extended Market ETF (VXF); New buy: Agilent Technologies Inc (A); New buy: Ss Spdr Bb Conv Sec ETF (CWB)
What sectors does Boston Research & Management Inc focus on?
Boston Research & Management Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 17.1%
• Health Care: 15.2%
• Consumer Staples: 12.9%
• Industrials: 12.8%
• Financials: 10.0%
• Consumer Discretionary: 10.0%
Investment Profile
Boston Research & Management Inc returned an annualized 15.8% over the trailing 36 months — outperforming the S&P 500 by 0.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.67 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its IJR position over the past two quarters (+$2.0M, now $11.2M), while trimming TSCO over the same stretch (-$3.0M, still holding $5.4M).
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Developer Access
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