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CIK: 0001259261
Total reported value
$452.6M
$452.6M
114 檔
15.1%
At the close of Q2 2024, Boston Research & Management Inc disclosed equity holdings valued at approximately $452.6M, spread across 114 reported holdings.
During Q2 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 | 4.82% | -0.19% | -1.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.49% | +0.27% | -0.82% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.15% | -1.40% | |
| 4 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.48% | -0.64% | -3.33% | |
| 5 | ✓ | Stock-Other | 2.40% | — | -1.43% | ||
| 6 | ✓ | Stock-Other | 2.39% | — | -3.22% | ||
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.35% | -0.55% | -2.30% | |
| 8 | ✓ | Stock-Other | 2.27% | — | -1.18% | ||
| 9 | ✓ | Stock-Other | 2.21% | — | -1.78% | ||
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | -0.09% | -1.24% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.00% | +0.23% | +1.45% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.90% | -0.03% | -1.24% | |
| 13 | ✓ | Stock-Other | 1.90% | — | -1.51% | ||
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.83% | -0.09% | +0.15% | |
| 15 | ✓ | Stock-Other | 1.83% | — | -1.31% | ||
| 16 | ✓ | Stock-Other | 1.76% | — | +0.86% | ||
| 17 | GIS | General Mills Inc | Stock-Consumer Staples | 1.69% | -0.15% | +0.87% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 1.68% | -0.10% | -0.32% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.10% | -0.55% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.63% | -0.27% | +0.23% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.61% | -0.35% | +2.43% | |
| 22 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.54% | -0.01% | -1.22% | |
| 23 | ✓ | Stock-Other | 1.49% | — | +2.35% | ||
| 24 | ✓ | Stock-Other | 1.47% | — | +1.04% | ||
| 25 | ACN | Accenture plc | Stock-Tech | 1.41% | -0.35% | +3.42% | |
| 26 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.41% | +0.22% | -1.37% | |
| 27 | ✓ | Stock-Other | 1.38% | — | +0.73% | ||
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.22% | +2.27% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 1.30% | -0.20% | +3.10% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.30% | -0.34% | +0.41% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.28% | -0.16% | +2.19% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.28% | +0.02% | +1.91% | |
| 33 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.27% | -0.04% | — | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.27% | -0.04% | +0.94% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | -0.02% | -1.01% | |
| 36 | SNA | Snap-on Inc | Stock-Industrials | 1.23% | +0.03% | +1.87% | |
| 37 | ✓ | Stock-Other | 1.22% | — | +1.49% | ||
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.19% | -0.10% | +3.69% | |
| 39 | ✓ | Stock-Other | 1.16% | — | +1.36% | ||
| 40 | OMC | Omnicom Group | Stock-Comm Services | 1.12% | -0.10% | -1.64% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 1.10% | +0.11% | +1.97% | |
| 42 | QRVO | Qorvo Inc | Stock-Tech | 1.09% | — | +0.80% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.08% | +0.11% | — | |
| 44 | ✓ | Stock-Other | 1.07% | — | -1.40% | ||
| 45 | ✓ | Stock-Other | 1.05% | — | +1.36% | ||
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | +0.22% | — | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 1.01% | — | -0.68% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.98% | +0.08% | NEW | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.07% | +1.73% | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.98% | -0.05% | — |
According to official SEC Form 13F filings, Boston Research & Management Inc reported a total U.S. public equity portfolio value of $452.6M across 114 disclosed positions in Q2 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, AAPL) accounted for 15.1% of total reported equity market value during Q2 2024.
During Q2 2024, Boston Research & Management Inc's top holdings by market value included MSFT (4.8%)、IVV (4.5%)、AAPL (3.1%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q2 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.
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