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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81369Y506

Shares:48.3K

Value:$4.5M

% of Portfolio:1120.0% ($4.5M/$402.7K)

ADOBE INC.

ADBE|00724F101

Shares:11.7K

Value:$4.5M

% of Portfolio:1115.2% ($4.5M/$402.7K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:39.7K

Value:$4.4M

% of Portfolio:1083.9% ($4.4M/$402.7K)

Medtronic plc

MDT|G5960L103

Shares:48.5K

Value:$4.4M

% of Portfolio:1082.2% ($4.4M/$402.7K)

NVIDIA CORP

NVDA|67066G104

Shares:39.1K

Value:$4.2M

% of Portfolio:1052.7% ($4.2M/$402.7K)

464287655

IWM|464287655

Shares:21.0K

Value:$4.2M

% of Portfolio:1040.5% ($4.2M/$402.7K)

CINTAS CORP

CTAS|172908105

Shares:20.3K

Value:$4.2M

% of Portfolio:1034.5% ($4.2M/$402.7K)

OMNICOM GROUP INC.

OMC|681919106

Shares:49.9K

Value:$4.1M

% of Portfolio:1027.8% ($4.1M/$402.7K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.1K

Value:$4.0M

% of Portfolio:985.4% ($4.0M/$402.7K)

US BANCORP \DE\

USB|902973304

Shares:93.1K

Value:$3.9M

% of Portfolio:975.9% ($3.9M/$402.7K)

CONOCOPHILLIPS

COP|20825C104

Shares:33.5K

Value:$3.5M

% of Portfolio:874.1% ($3.5M/$402.7K)

ELI LILLY & Co

LLY|532457108

Shares:4.2K

Value:$3.5M

% of Portfolio:858.7% ($3.5M/$402.7K)

922908769

VTI|922908769

Shares:12.4K

Value:$3.4M

% of Portfolio:844.8% ($3.4M/$402.7K)

HOME DEPOT, INC.

HD|437076102

Shares:8.8K

Value:$3.2M

% of Portfolio:801.1% ($3.2M/$402.7K)

464285204

Shares:50.1K

Value:$3.0M

% of Portfolio:734.1% ($3.0M/$402.7K)

464287507

IJH|464287507

Shares:48.8K

Value:$2.8M

% of Portfolio:707.0% ($2.8M/$402.7K)

464288513

Shares:32.3K

Value:$2.5M

% of Portfolio:632.0% ($2.5M/$402.7K)

922908751

VB|922908751

Shares:10.2K

Value:$2.3M

% of Portfolio:561.0% ($2.3M/$402.7K)

92189F726

Shares:11.3K

Value:$1.8M

% of Portfolio:441.8% ($1.8M/$402.7K)

STRYKER CORP

SYK|863667101

Shares:4.4K

Value:$1.6M

% of Portfolio:402.3% ($1.6M/$402.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y506)✕	48.3K	QoQ -2.23% (-1.1K) YoY +2.50% (+1.2K)	All Managers (Combined)	$4.5M	1120.0% ($4.5M/$402.7K)	QoQ +6.64% (-$0) YoY +1.46% (+$0)
ADOBE INC.(ADBEcusip00724F101)	11.7K	QoQ +47.19% (+3.8K) YoY NEW(+11.7K)	All Managers (Combined)	$4.5M	1115.2% ($4.5M/$402.7K)	QoQ +26.97% (+$1) YoY NEW(+$4)
UNITED PARCEL SERVICE INC(UPScusip911312106)	39.7K	QoQ -2.61% (-1.1K) YoY +9.76% (-3.5K)	All Managers (Combined)	$4.4M	1083.9% ($4.4M/$402.7K)	QoQ -15.06% (-$1) YoY -18.77% (-$1)
Medtronic plc(MDTcusipG5960L103)	48.5K	QoQ -4.65% (-2.4K) YoY +1.25% (+601)	All Managers (Combined)	$4.4M	1082.2% ($4.4M/$402.7K)	QoQ +7.26% (-$0) YoY +4.40% (+$0)
NVIDIA CORP(NVDAcusip67066G104)	39.1K	QoQ +254.99% (+28.1K) YoY +3243.58% (+38.0K)	All Managers (Combined)	$4.2M	1052.7% ($4.2M/$402.7K)	QoQ +186.61% (+$3) YoY +301.04% (+$3)
(IWMcusip464287655)	21.0K	QoQ -0.15% (-33) YoY -0.15% (-33)	All Managers (Combined)	$4.2M	1040.5% ($4.2M/$402.7K)	QoQ -9.87% (-$0) YoY -5.28% (-$0)
CINTAS CORP(CTAScusip172908105)	20.3K	QoQ -4.83% (-1.0K) YoY +266.54% (+14.7K)	All Managers (Combined)	$4.2M	1034.5% ($4.2M/$402.7K)	QoQ +7.06% (-$0) YoY +9.66% (+$0)
OMNICOM GROUP INC.(OMCcusip681919106)	49.9K	QoQ -2.80% (-1.4K) YoY -0.17% (-87)	All Managers (Combined)	$4.1M	1027.8% ($4.1M/$402.7K)	QoQ -6.33% (-$0) YoY -14.46% (-$1)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.1K	QoQ -0.30% (-22) YoY +1.22% (+86)	All Managers (Combined)	$4.0M	985.4% ($4.0M/$402.7K)	QoQ -4.84% (-$0) YoY +8.26% (+$0)
US BANCORP \DE\(USBcusip902973304)	93.1K	QoQ -1.53% (-1.4K) YoY +5.49% (-4.9K)	All Managers (Combined)	$3.9M	975.9% ($3.9M/$402.7K)	QoQ -13.07% (-$1) YoY -0.35% (-$0)
CONOCOPHILLIPS(COPcusip20825C104)	33.5K	QoQ +2.23% (+734) YoY +9.87% (-3.0K)	All Managers (Combined)	$3.5M	874.1% ($3.5M/$402.7K)	QoQ +8.27% (+$0) YoY -9.32% (-$0)
ELI LILLY & Co(LLYcusip532457108)	4.2K	QoQ 0.00% (+0) YoY -5.52% (-245)	All Managers (Combined)	$3.5M	858.7% ($3.5M/$402.7K)	QoQ +6.95% (+$0) YoY +0.29% (-$0)
(VTIcusip922908769)	12.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.4M	844.8% ($3.4M/$402.7K)	QoQ -5.15% (-$0) YoY +5.75% (+$0)
HOME DEPOT, INC.(HDcusip437076102)	8.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.2M	801.1% ($3.2M/$402.7K)	QoQ -5.81% (-$0) YoY -4.47% (-$0)
(cusip464285204)✕	50.1K	QoQ -0.27% (-140) YoY -4.71% (-2.5K)	All Managers (Combined)	$3.0M	734.1% ($3.0M/$402.7K)	QoQ +18.76% (-$0) YoY +33.75% (-$1)
(IJHcusip464287507)	48.8K	QoQ -0.89% (-441) YoY -1.41% (-702)	All Managers (Combined)	$2.8M	707.0% ($2.8M/$402.7K)	QoQ -7.20% (-$0) YoY -5.28% (-$0)
(cusip464288513)✕	32.3K	QoQ -2.61% (-866) YoY -4.36% (-1.5K)	All Managers (Combined)	$2.5M	632.0% ($2.5M/$402.7K)	QoQ -2.34% (-$0) YoY -2.93% (-$0)
(VBcusip922908751)	10.2K	QoQ -0.75% (-78) YoY -6.38% (-695)	All Managers (Combined)	$2.3M	561.0% ($2.3M/$402.7K)	QoQ -8.43% (-$0) YoY -9.20% (-$0)
(cusip92189F726)✕	11.3K	QoQ -3.16% (-370) YoY -11.08% (-1.4K)	All Managers (Combined)	$1.8M	441.8% ($1.8M/$402.7K)	QoQ -2.94% (-$0) YoY -15.88% (-$0)
STRYKER CORP(SYKcusip863667101)	4.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	402.3% ($1.6M/$402.7K)	QoQ +3.38% (+$0) YoY +3.97% (+$0)