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CIK: 0001259261
Total reported value
$452.6M
$452.6M
119 檔
18.0%
At the close of Q3 2025, Boston Research & Management Inc disclosed equity holdings valued at approximately $452.6M, spread across 119 reported holdings.
During Q3 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 | 4.75% | -0.19% | +0.35% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.34% | +0.27% | -0.67% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.27% | +0.15% | +1.61% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 2.93% | -0.55% | -0.42% | |
| 5 | ✓ | Stock-Other | 2.73% | — | -1.97% | ||
| 6 | ✓ | Stock-Other | 2.61% | — | -0.10% | ||
| 7 | ✓ | Stock-Other | 2.56% | — | +0.02% | ||
| 8 | ✓ | Stock-Other | 2.40% | — | -1.58% | ||
| 9 | FAST | Fastenal Co | Stock-Industrials | 2.27% | -0.10% | -0.73% | |
| 10 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.19% | -0.64% | -0.90% | |
| 11 | ✓ | Stock-Other | 2.18% | — | -0.03% | ||
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | -0.09% | +0.56% | |
| 13 | ✓ | Stock-Other | 2.10% | — | -0.02% | ||
| 14 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.03% | +0.22% | -2.59% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.00% | +0.23% | -0.08% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.75% | -0.27% | +1.61% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.10% | +2.77% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.68% | -0.35% | +0.01% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.67% | -0.09% | +10.22% | |
| 20 | ✓ | Stock-Other | 1.67% | — | +0.54% | ||
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.08% | +2.81% | |
| 22 | ✓ | Stock-Other | 1.58% | — | -0.11% | ||
| 23 | ✓ | Stock-Other | 1.56% | — | -0.02% | ||
| 24 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.53% | -0.04% | -0.08% | |
| 25 | SNA | Snap-on Inc | Stock-Industrials | 1.45% | +0.03% | -0.13% | |
| 26 | ✓ | Stock-Other | 1.40% | — | +2.64% | ||
| 27 | ✓ | Stock-Other | 1.36% | — | +0.04% | ||
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.29% | -0.34% | +1.63% | |
| 29 | GIS | General Mills Inc | Stock-Consumer Staples | 1.28% | -0.15% | +1.65% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.28% | -0.20% | +0.13% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | -0.03% | +0.38% | |
| 32 | SYY | Sysco CORP | Stock-Consumer Staples | 1.25% | +0.11% | +0.78% | |
| 33 | ✓ | Stock-Other | 1.24% | — | -0.26% | ||
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.20% | -0.10% | +1.89% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.17% | -0.04% | +0.16% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.14% | -0.02% | +2.65% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.13% | -0.01% | +1.57% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | +0.11% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | -0.22% | -1.29% | |
| 40 | ACN | Accenture plc | Stock-Tech | 1.08% | -0.35% | +4.19% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 1.07% | -0.16% | +0.56% | |
| 42 | USB | US Bancorp | Stock-Financials | 1.05% | +0.08% | +0.81% | |
| 43 | ✓ | Stock-Other | 1.05% | — | +0.64% | ||
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | +0.07% | -0.69% | |
| 45 | ✓ | Stock-Other | 0.99% | — | +6.67% | ||
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.97% | -0.16% | +2.08% | |
| 47 | CTAS | Cintas CORP | Stock-Industrials | 0.92% | -0.05% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.07% | — | |
| 49 | OMC | Omnicom Group | Stock-Comm Services | 0.89% | -0.10% | -1.19% | |
| 50 | ✓ | Stock-Other | 0.84% | — | -2.92% |
According to official SEC Form 13F filings, Boston Research & Management Inc reported a total U.S. public equity portfolio value of $452.6M across 119 disclosed positions in Q3 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, AAPL) accounted for 18.0% of total reported equity market value during Q3 2025.
During Q3 2025, Boston Research & Management Inc's top holdings by market value included MSFT (4.8%)、IVV (4.3%)、AAPL (3.3%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q3 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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