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CIK: 0001259261
Total reported value
$452.6M
$452.6M
115 檔
15.9%
As reported in its official Q3 2024 Form 13F filing, Boston Research & Management Inc's tracked investment portfolio stood at $452.6M with 115 total positions.
During Q3 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.40% | +0.27% | -0.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.25% | -0.19% | -1.32% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.15% | +0.15% | -0.86% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 2.59% | -0.55% | -0.45% | |
| 5 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.50% | -0.64% | +0.76% | |
| 6 | ✓ | Stock-Other | 2.49% | — | -0.05% | ||
| 7 | ✓ | Stock-Other | 2.42% | — | -0.33% | ||
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | -0.09% | -0.04% | |
| 9 | ✓ | Stock-Other | 2.08% | — | +1.91% | ||
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.05% | +0.23% | +0.91% | |
| 11 | ✓ | Stock-Other | 2.05% | — | +1.24% | ||
| 12 | GIS | General Mills Inc | Stock-Consumer Staples | 1.86% | -0.15% | +1.72% | |
| 13 | ✓ | Stock-Other | 1.86% | — | +1.48% | ||
| 14 | ✓ | Stock-Other | 1.84% | — | +0.03% | ||
| 15 | ✓ | Stock-Other | 1.83% | — | -0.87% | ||
| 16 | FAST | Fastenal Co | Stock-Industrials | 1.81% | -0.10% | +1.81% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.80% | -0.35% | +0.76% | |
| 18 | ✓ | Stock-Other | 1.80% | — | -2.52% | ||
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.79% | -0.09% | +0.51% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.67% | -0.27% | +0.75% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.66% | -0.03% | +2.58% | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.57% | +0.22% | +0.12% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.54% | -0.35% | +1.02% | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.54% | -0.01% | +0.48% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.10% | +1.76% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.53% | -0.34% | +1.40% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 1.47% | -0.20% | +1.59% | |
| 28 | ✓ | Stock-Other | 1.44% | — | +2.06% | ||
| 29 | ✓ | Stock-Other | 1.40% | — | +1.70% | ||
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.37% | -0.22% | +5.36% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.35% | -0.04% | +2.52% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.33% | -0.02% | +0.02% | |
| 33 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.32% | -0.04% | +2.13% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.29% | -0.16% | +1.94% | |
| 35 | SNA | Snap-on Inc | Stock-Industrials | 1.28% | +0.03% | +1.72% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.27% | +0.02% | +7.39% | |
| 37 | ✓ | Stock-Other | 1.25% | — | +0.65% | ||
| 38 | ✓ | Stock-Other | 1.23% | — | +1.41% | ||
| 39 | OMC | Omnicom Group | Stock-Comm Services | 1.22% | -0.10% | +1.86% | |
| 40 | SYY | Sysco CORP | Stock-Consumer Staples | 1.17% | +0.11% | +4.42% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | +0.11% | — | |
| 42 | ✓ | Stock-Other | 1.08% | — | +2.10% | ||
| 43 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | -0.16% | +5.11% | |
| 44 | CTAS | Cintas CORP | Stock-Industrials | 1.05% | -0.05% | +294.21% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.04% | -0.10% | -2.75% | |
| 46 | USB | US Bancorp | Stock-Financials | 1.00% | +0.08% | +2.74% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +0.07% | -0.21% | |
| 48 | ✓ | Stock-Other | 0.96% | — | — | ||
| 49 | QRVO | Qorvo Inc | Stock-Tech | 0.94% | — | +4.34% | |
| 50 | CVS | Cvs Health CORP | Stock-Healthcare | 0.91% | — | -8.78% |
According to official SEC Form 13F filings, Boston Research & Management Inc reported a total U.S. public equity portfolio value of $452.6M across 115 disclosed positions in Q3 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 IVV, MSFT, AAPL) accounted for 15.9% of total reported equity market value during Q3 2024.
During Q3 2024, Boston Research & Management Inc's top holdings by market value included IVV (4.4%)、MSFT (4.3%)、AAPL (3.1%). The largest single position, IVV, represented 4.4% of total portfolio value.
In Q3 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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