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CIK: 0001259261
Total reported value
$452.6M
$452.6M
116 檔
15.1%
In Q1 2025, Boston Research & Management Inc's U.S. equity holdings reached a combined market value of $452.6M, distributed across 116 disclosed stock positions.
During Q1 2025, 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 | 4.25% | +0.27% | -5.69% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -0.19% | +0.21% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.12% | +0.15% | -0.91% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 2.86% | -0.55% | -1.90% | |
| 5 | ✓ | Stock-Other | 2.83% | — | -2.44% | ||
| 6 | ✓ | Stock-Other | 2.65% | — | -2.45% | ||
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.52% | -0.09% | -2.93% | |
| 8 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.39% | -0.64% | -2.31% | |
| 9 | ✓ | Stock-Other | 2.24% | — | -1.54% | ||
| 10 | ✓ | Stock-Other | 2.17% | — | -3.47% | ||
| 11 | FAST | Fastenal Co | Stock-Industrials | 2.05% | -0.10% | -0.91% | |
| 12 | ✓ | Stock-Other | 2.00% | — | -0.29% | ||
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.95% | -0.27% | -4.89% | |
| 14 | ✓ | Stock-Other | 1.92% | — | -0.53% | ||
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.92% | +0.23% | +0.11% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.91% | -0.35% | -1.45% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.86% | -0.09% | -0.98% | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.84% | +0.22% | -3.35% | |
| 19 | ✓ | Stock-Other | 1.83% | — | -1.39% | ||
| 20 | GIS | General Mills Inc | Stock-Consumer Staples | 1.63% | -0.15% | +2.25% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.10% | -1.50% | |
| 22 | ✓ | Stock-Other | 1.58% | — | +1.34% | ||
| 23 | SNA | Snap-on Inc | Stock-Industrials | 1.54% | +0.03% | -1.76% | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.47% | -0.01% | -1.24% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.44% | -0.35% | +0.09% | |
| 26 | ✓ | Stock-Other | 1.41% | — | +0.52% | ||
| 27 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.41% | -0.04% | -3.84% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.40% | -0.03% | -1.86% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.37% | -0.02% | -1.75% | |
| 30 | ✓ | Stock-Other | 1.35% | — | -3.12% | ||
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.32% | -0.20% | +0.07% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.31% | -0.22% | +0.43% | |
| 33 | ✓ | Stock-Other | 1.29% | — | +0.04% | ||
| 34 | ✓ | Stock-Other | 1.26% | — | -1.08% | ||
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | -0.34% | -0.80% | |
| 36 | SYY | Sysco CORP | Stock-Consumer Staples | 1.22% | +0.11% | -1.21% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.21% | -0.16% | +0.57% | |
| 38 | ✓ | Stock-Other | 1.17% | — | -2.67% | ||
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.15% | -0.04% | +0.18% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.14% | -0.10% | -1.00% | |
| 41 | ✓ | Stock-Other | 1.12% | — | -2.24% | ||
| 42 | ✓ | Stock-Other | 1.12% | — | +47.20% | ||
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.08% | +0.02% | -2.62% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | -0.16% | -4.65% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.08% | +254.99% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.04% | +0.11% | -0.16% | |
| 47 | CTAS | Cintas CORP | Stock-Industrials | 1.03% | -0.05% | -4.84% | |
| 48 | OMC | Omnicom Group | Stock-Comm Services | 1.03% | -0.10% | -2.80% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.07% | -0.31% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.98% | +0.08% | -1.53% |
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 2025.
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 15.1% of total reported equity market value during Q1 2025.
During Q1 2025, Boston Research & Management Inc's top holdings by market value included IVV (4.3%)、MSFT (3.9%)、AAPL (3.1%). The largest single position, IVV, represented 4.3% of total portfolio value.
In Q1 2025, 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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