13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001259261
Total reported value
$452.6M
$452.6M
116 檔
14.6%
According to the latest 13F quarterly dataset, Boston Research & Management Inc managed an equity portfolio of $452.6M at the end of Q1 2024, spanning 116 distinct U.S. exchange-listed positions.
During Q1 2024, Boston Research & Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | -0.19% | -3.43% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.25% | +0.27% | -2.22% | |
| 3 | ✓ | Stock-Other | 2.60% | — | -0.87% | ||
| 4 | AAPL | Apple Inc | Stock-Tech | 2.49% | +0.15% | +0.62% | |
| 5 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.43% | -0.64% | -0.07% | |
| 6 | ✓ | Stock-Other | 2.39% | — | -1.33% | ||
| 7 | ✓ | Stock-Other | 2.10% | — | -0.08% | ||
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.09% | -0.55% | +199.88% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.09% | -0.09% | -0.08% | |
| 10 | FAST | Fastenal Co | Stock-Industrials | 2.03% | -0.10% | -23.75% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.01% | -0.03% | — | |
| 12 | ✓ | Stock-Other | 2.00% | — | -0.20% | ||
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.99% | +0.23% | -0.59% | |
| 14 | ✓ | Stock-Other | 1.91% | — | -0.01% | ||
| 15 | ✓ | Stock-Other | 1.87% | — | -1.03% | ||
| 16 | GIS | General Mills Inc | Stock-Consumer Staples | 1.81% | -0.15% | +1.47% | |
| 17 | ✓ | Stock-Other | 1.79% | — | +0.79% | ||
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | -0.09% | +0.80% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.74% | -0.27% | +0.10% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.70% | -0.35% | +0.45% | |
| 21 | ✓ | Stock-Other | 1.66% | — | -1.32% | ||
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.10% | -0.44% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.52% | -0.35% | -0.16% | |
| 24 | ✓ | Stock-Other | 1.44% | — | -0.49% | ||
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.42% | -0.01% | -0.48% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.38% | -0.10% | +0.66% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.37% | -0.22% | +2.16% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.36% | -0.16% | +1.19% | |
| 29 | CVS | Cvs Health CORP | Stock-Healthcare | 1.35% | — | +1.30% | |
| 30 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.35% | +0.22% | +0.33% | |
| 31 | SNA | Snap-on Inc | Stock-Industrials | 1.33% | +0.03% | +0.09% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.33% | +0.02% | +1.93% | |
| 33 | INTC | Intel CORP | Stock-Tech | 1.33% | +0.08% | NEW | |
| 34 | ✓ | Laboratory Corp. of America | Stock-Other | 1.32% | — | +1.40% | |
| 35 | ✓ | Stock-Other | 1.29% | — | -0.73% | ||
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.29% | -0.04% | +1.21% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | -0.34% | +1.71% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | -0.02% | -0.32% | |
| 39 | ✓ | Stock-Other | 1.20% | — | -2.23% | ||
| 40 | SYY | Sysco CORP | Stock-Consumer Staples | 1.20% | +0.11% | +1.49% | |
| 41 | OMC | Omnicom Group | Stock-Comm Services | 1.20% | -0.10% | -1.01% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 1.11% | -0.20% | +3.42% | |
| 43 | ✓ | Stock-Other | 1.10% | — | +0.11% | ||
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | +0.11% | -0.08% | |
| 45 | ✓ | Stock-Other | 1.08% | — | +2.51% | ||
| 46 | QRVO | Qorvo Inc | Stock-Tech | 1.04% | — | +8.42% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 1.03% | -0.16% | +1.71% | |
| 48 | ✓ | Stock-Other | 1.03% | — | +1.35% | ||
| 49 | USB | US Bancorp | Stock-Financials | 0.97% | +0.08% | +2.73% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.96% | -0.35% | +2.24% |
According to official SEC Form 13F filings, Boston Research & Management Inc reported a total U.S. public equity portfolio value of $452.6M across 116 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IVV, ) accounted for 14.6% of total reported equity market value during Q1 2024.
During Q1 2024, Boston Research & Management Inc's top holdings by market value included MSFT (4.5%)、IVV (4.3%)、 (2.6%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q1 2024, Boston Research & Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.