Boston-Research--Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  null,
  "GOOGL",
  "AXP",
  "CAT",
  "LOW",
  "DUK",
  null,
  "GD",
  "GIS",
  "HD",
  "HPQ",
  "MCD",
  null,
  "QCOM",
  "ITW",
  "EMR",
  "IJH",
  "ESBA",
  null,
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "GPC",
  "OMC",
  "FAST",
  "IJR",
  "ORCL",
  "PAYX",
  null,
  "IWF",
  null,
  "PEP",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MAS",
  "PPG",
  "IEFA",
  "SNA",
  "RTX",
  null,
  "IBM",
  "SYK",
  "TMO",
  "UPS",
  "VWO",
  "TSCO",
  "AFL",
  "WEC",
  "WM",
  "DHI",
  "AMZN",
  "VEU",
  "USB",
  "VEA",
  "VB",
  "WMT",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "LH",
  "SO",
  "SYY",
  "DIA",
  "NUE",
  "KMB",
  "ADP",
  "BK",
  "BRK-B",
  "BA",
  "BMY",
  "BXP",
  "CVX",
  "CTAS",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "DHR",
  "RSP",
  null,
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 116
Total Value: 402695
Accession Number: 0001259261-25-000005
Form Type: 13F-HR
CIK: boston-research--management
Manager Name: Boston-Research--Management

Data Enrichment

91% identified

106 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $402.7K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:34.4K

Value:$6.6M

% of Portfolio:1627.0% ($6.6M/$402.7K)

EXXON MOBIL CORP

XOM|30231G102

Shares:53.4K

Value:$6.4M

% of Portfolio:1577.4% ($6.4M/$402.7K)

Snap-on Inc

SNA|833034101

Shares:18.5K

Value:$6.2M

% of Portfolio:1544.8% ($6.2M/$402.7K)

COLGATE PALMOLIVE CO

CL|194162103

Shares:63.0K

Value:$5.9M

% of Portfolio:1465.4% ($5.9M/$402.7K)

Accenture plc

ACN|G1151C101

Shares:18.6K

Value:$5.8M

% of Portfolio:1437.6% ($5.8M/$402.7K)

46434G103

IEMG|46434G103

Shares:105.5K

Value:$5.7M

% of Portfolio:1413.7% ($5.7M/$402.7K)

LABCORP HOLDINGS INC.

LH|504922105

Shares:24.4K

Value:$5.7M

% of Portfolio:1408.0% ($5.7M/$402.7K)

Merck & Co., Inc.

MRK|58933Y105

Shares:62.9K

Value:$5.6M

% of Portfolio:1401.6% ($5.6M/$402.7K)

COCA COLA CO

KO|191216100

Shares:77.0K

Value:$5.5M

% of Portfolio:1369.0% ($5.5M/$402.7K)

Duke Energy CORP

DUK|26441C204

Shares:44.5K

Value:$5.4M

% of Portfolio:1348.4% ($5.4M/$402.7K)

NEXTERA ENERGY INC

NEE|65339F101

Shares:74.8K

Value:$5.3M

% of Portfolio:1316.4% ($5.3M/$402.7K)

PEPSICO INC

PEP|713448108

Shares:35.1K

Value:$5.3M

% of Portfolio:1305.7% ($5.3M/$402.7K)

46432F842

IEFA|46432F842

Shares:68.9K

Value:$5.2M

% of Portfolio:1294.5% ($5.2M/$402.7K)

HORTON D R INC /DE/

DHI|23331A109

Shares:40.0K

Value:$5.1M

% of Portfolio:1263.2% ($5.1M/$402.7K)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:11.1K

Value:$5.0M

% of Portfolio:1232.9% ($5.0M/$402.7K)

SYSCO CORP

SYY|871829107

Shares:65.7K

Value:$4.9M

% of Portfolio:1224.5% ($4.9M/$402.7K)

COMCAST CORP

CMCSA|20030N101

Shares:132.6K

Value:$4.9M

% of Portfolio:1214.6% ($4.9M/$402.7K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:103.7K

Value:$4.7M

% of Portfolio:1167.4% ($4.7M/$402.7K)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:9.3K

Value:$4.6M

% of Portfolio:1151.0% ($4.6M/$402.7K)

Walt Disney Co

DIS|254687106

Shares:46.6K

Value:$4.6M

% of Portfolio:1142.8% ($4.6M/$402.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	34.4K	QoQ -1.50% (-525) YoY -0.57% (-198)	All Managers (Combined)	$6.6M	1627.0% ($6.6M/$402.7K)	QoQ -14.57% (-$1) YoY +4.88% (-$0)
EXXON MOBIL CORP(XOMcusip30231G102)	53.4K	QoQ +1.34% (+708) YoY +6.45% (+3.2K)	All Managers (Combined)	$6.4M	1577.4% ($6.4M/$402.7K)	QoQ +12.04% (+$1) YoY +8.91% (+$1)
Snap-on Inc(SNAcusip833034101)	18.5K	QoQ -1.75% (-330) YoY +1.43% (+261)	All Managers (Combined)	$6.2M	1544.8% ($6.2M/$402.7K)	QoQ -2.47% (-$0) YoY +15.39% (+$1)
COLGATE PALMOLIVE CO(CLcusip194162103)	63.0K	QoQ -1.23% (-790) YoY -1.13% (-720)	All Managers (Combined)	$5.9M	1465.4% ($5.9M/$402.7K)	QoQ +1.79% (-$0) YoY +2.87% (-$0)
Accenture plc(ACNcusipG1151C101)	18.6K	QoQ +0.08% (-16) YoY +4.27% (-761)	All Managers (Combined)	$5.8M	1437.6% ($5.8M/$402.7K)	QoQ -11.22% (-$1) YoY -6.12% (-$0)
(IEMGcusip46434G103)	105.5K	QoQ +0.51% (+545) YoY +4.28% (+4.3K)	All Managers (Combined)	$5.7M	1413.7% ($5.7M/$402.7K)	QoQ +3.88% (+$0) YoY +9.08% (+$0)
LABCORP HOLDINGS INC.(LHcusip504922105)	24.4K	QoQ -3.83% (-972) YoY NEW(+24.4K)	All Managers (Combined)	$5.7M	1408.0% ($5.7M/$402.7K)	QoQ -2.40% (-$0) YoY NEW(+$6)
Merck & Co., Inc.(MRKcusip58933Y105)	62.9K	QoQ -1.85% (-1.2K) YoY +2.21% (-1.4K)	All Managers (Combined)	$5.6M	1401.6% ($5.6M/$402.7K)	QoQ -11.45% (-$1) YoY -30.47% (-$2)
COCA COLA CO(KOcusip191216100)	77.0K	QoQ -1.75% (-1.4K) YoY -3.10% (-2.5K)	All Managers (Combined)	$5.5M	1369.0% ($5.5M/$402.7K)	QoQ +13.01% (-$1) YoY +13.43% (-$1)
Duke Energy CORP(DUKcusip26441C204)	44.5K	QoQ -3.12% (-1.4K) YoY -1.50% (-679)	All Managers (Combined)	$5.4M	1348.4% ($5.4M/$402.7K)	QoQ +9.67% (-$0) YoY +24.22% (-$1)
NEXTERA ENERGY INC(NEEcusip65339F101)	74.8K	QoQ +0.07% (-56) YoY +5.98% (+4.2K)	All Managers (Combined)	$5.3M	1316.4% ($5.3M/$402.7K)	QoQ -1.02% (-$0) YoY +17.56% (+$1)
PEPSICO INC(PEPcusip713448108)	35.1K	QoQ +0.42% (-149) YoY +10.45% (-3.3K)	All Managers (Combined)	$5.3M	1305.7% ($5.3M/$402.7K)	QoQ -0.96% (-$0) YoY -5.36% (-$0)
(IEFAcusip46432F842)	68.9K	QoQ +0.04% (+29) YoY +5.43% (+3.6K)	All Managers (Combined)	$5.2M	1294.5% ($5.2M/$402.7K)	QoQ +7.68% (+$0) YoY +7.46% (+$0)
HORTON D R INC /DE/(DHIcusip23331A109)	40.0K	QoQ -1.07% (-435) YoY -1.69% (-692)	All Managers (Combined)	$5.1M	1263.2% ($5.1M/$402.7K)	QoQ -10.06% (-$1) YoY -24.05% (-$2)
LOCKHEED MARTIN CORP(LMTcusip539830109)	11.1K	QoQ -0.80% (-90) YoY +1.65% (-181)	All Managers (Combined)	$5.0M	1232.9% ($5.0M/$402.7K)	QoQ -8.81% (-$0) YoY -0.18% (-$0)
SYSCO CORP(SYYcusip871829107)	65.7K	QoQ -1.20% (-805) YoY +10.06% (+6.0K)	All Managers (Combined)	$4.9M	1224.5% ($4.9M/$402.7K)	QoQ -3.04% (-$0) YoY +1.73% (+$0)
COMCAST CORP(CMCSAcusip20030N101)	132.6K	QoQ +0.56% (-751) YoY +4.64% (-5.9K)	All Managers (Combined)	$4.9M	1214.6% ($4.9M/$402.7K)	QoQ -1.13% (-$0) YoY -10.92% (-$1)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	103.7K	QoQ -2.67% (-2.8K) YoY +4.81% (+4.8K)	All Managers (Combined)	$4.7M	1167.4% ($4.7M/$402.7K)	QoQ +10.40% (-$0) YoY +13.30% (+$1)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	9.3K	QoQ +0.18% (-17) YoY +3.74% (-336)	All Managers (Combined)	$4.6M	1151.0% ($4.6M/$402.7K)	QoQ -4.17% (-$0) YoY -11.17% (-$1)
Walt Disney Co(DIScusip254687106)	46.6K	QoQ -1.00% (-473) YoY +1.84% (-846)	All Managers (Combined)	$4.6M	1142.8% ($4.6M/$402.7K)	QoQ -12.25% (-$1) YoY -17.85% (-$1)