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CIK: 0001259261
Total reported value
$452.6M
$452.6M
116 檔
16.5%
During the Q2 2025 filing period, Boston Research & Management Inc (CIK: 0001259261) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $452.6M across 116 reported positions.
During Q2 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 | MSFT | Microsoft CORP | Stock-Tech | 4.92% | -0.19% | -1.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.40% | +0.27% | -2.74% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.03% | -0.55% | -1.44% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.15% | +1.19% | |
| 5 | ✓ | Stock-Other | 2.74% | — | -1.90% | ||
| 6 | ✓ | Stock-Other | 2.43% | — | -1.52% | ||
| 7 | ✓ | Stock-Other | 2.40% | — | -0.78% | ||
| 8 | ✓ | Stock-Other | 2.27% | — | +0.65% | ||
| 9 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.23% | -0.64% | +0.92% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.19% | -0.09% | -0.74% | |
| 11 | ✓ | Stock-Other | 2.18% | — | -0.25% | ||
| 12 | FAST | Fastenal Co | Stock-Industrials | 2.12% | -0.10% | +98.04% | |
| 13 | ✓ | Stock-Other | 2.00% | — | -0.20% | ||
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.99% | +0.23% | +3.17% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.90% | -0.27% | -1.55% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.88% | +0.22% | -2.30% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.10% | +1.07% | |
| 18 | ✓ | Stock-Other | 1.78% | — | +0.41% | ||
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.75% | -0.35% | +1.35% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.09% | +1.75% | |
| 21 | ✓ | Stock-Other | 1.54% | — | +1.44% | ||
| 22 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.52% | -0.04% | -0.84% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | +0.08% | +0.32% | |
| 24 | ✓ | Stock-Other | 1.41% | — | +2.55% | ||
| 25 | SNA | Snap-on Inc | Stock-Industrials | 1.41% | +0.03% | +2.74% | |
| 26 | ✓ | Stock-Other | 1.41% | — | +2.36% | ||
| 27 | GIS | General Mills Inc | Stock-Consumer Staples | 1.41% | -0.15% | +3.35% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.38% | -0.10% | -0.33% | |
| 29 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.37% | -0.01% | -0.07% | |
| 30 | ACN | Accenture plc | Stock-Tech | 1.36% | -0.35% | +2.70% | |
| 31 | ✓ | Stock-Other | 1.31% | — | +6.05% | ||
| 32 | ✓ | Stock-Other | 1.29% | — | +2.53% | ||
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.28% | -0.02% | -1.61% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.28% | -0.20% | +2.87% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.27% | -0.03% | +7.11% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.27% | -0.34% | +3.49% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 1.23% | +0.11% | +3.77% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.17% | -0.16% | +3.35% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.15% | -0.22% | +3.94% | |
| 40 | ✓ | Stock-Other | 1.12% | — | +4.15% | ||
| 41 | ✓ | Stock-Other | 1.10% | — | +1.41% | ||
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.08% | +0.11% | -0.16% | |
| 43 | CTAS | Cintas CORP | Stock-Industrials | 1.08% | -0.05% | — | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.06% | -0.04% | +17.60% | |
| 45 | USB | US Bancorp | Stock-Financials | 1.06% | +0.08% | +5.31% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 1.05% | -0.16% | +4.12% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.07% | +0.01% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.03% | +0.02% | +7.44% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.07% | — | |
| 50 | ✓ | Stock-Other | 0.89% | — | -8.89% |
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 Q2 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 MSFT, IVV, WMT) accounted for 16.5% of total reported equity market value during Q2 2025.
During Q2 2025, Boston Research & Management Inc's top holdings by market value included MSFT (4.9%)、IVV (4.4%)、WMT (3.0%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q2 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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