Boston Research & Management Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 116Value: $402.7MLatest: 2025Q1

BOSTON RESEARCH & MANAGEMENT INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 116 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 6

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464287200

IVV|464287200

Shares:30.5K

Value:$17.1M

% of Portfolio:4250.1% ($17.1M/$402.7K)

MICROSOFT CORP

MSFT|594918104

Shares:42.0K

Value:$15.8M

% of Portfolio:3911.4% ($15.8M/$402.7K)

Apple Inc.

AAPL|037833100

Shares:56.5K

Value:$12.6M

% of Portfolio:3119.0% ($12.6M/$402.7K)

Walmart Inc.

WMT|931142103

Shares:131.4K

Value:$11.5M

% of Portfolio:2863.5% ($11.5M/$402.7K)

Mastercard Inc

MA|57636Q104

Shares:20.8K

Value:$11.4M

% of Portfolio:2833.4% ($11.4M/$402.7K)

AbbVie Inc.

ABBV|00287Y109

Shares:50.9K

Value:$10.7M

% of Portfolio:2645.9% ($10.7M/$402.7K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:19.0K

Value:$10.1M

% of Portfolio:2518.3% ($10.1M/$402.7K)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:175.0K

Value:$9.6M

% of Portfolio:2393.9% ($9.6M/$402.7K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:145.9K

Value:$9.0M

% of Portfolio:2235.4% ($9.0M/$402.7K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:35.6K

Value:$8.7M

% of Portfolio:2170.4% ($8.7M/$402.7K)

FASTENAL CO

FAST|311900104

Shares:106.7K

Value:$8.3M

% of Portfolio:2054.2% ($8.3M/$402.7K)

Alphabet Inc.

GOOGL|02079K305

Shares:52.0K

Value:$8.0M

% of Portfolio:1996.1% ($8.0M/$402.7K)

ABBOTT LABORATORIES

ABT|002824100

Shares:59.3K

Value:$7.9M

% of Portfolio:1953.8% ($7.9M/$402.7K)

Xylem Inc.

XYL|98419M100

Shares:64.8K

Value:$7.7M

% of Portfolio:1922.8% ($7.7M/$402.7K)

464287804

IJR|464287804

Shares:73.8K

Value:$7.7M

% of Portfolio:1917.3% ($7.7M/$402.7K)

MCDONALDS CORP

MCD|580135101

Shares:24.7K

Value:$7.7M

% of Portfolio:1914.6% ($7.7M/$402.7K)

PROCTER & GAMBLE Co

PG|742718109

Shares:44.1K

Value:$7.5M

% of Portfolio:1864.9% ($7.5M/$402.7K)

Bank of New York Mellon Corp

BK|064058100

Shares:88.5K

Value:$7.4M

% of Portfolio:1843.8% ($7.4M/$402.7K)

LINDE PLC

LIN|G54950103

Shares:15.8K

Value:$7.4M

% of Portfolio:1825.9% ($7.4M/$402.7K)

GENERAL MILLS INC

GIS|370334104

Shares:109.8K

Value:$6.6M

% of Portfolio:1630.3% ($6.6M/$402.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	30.5K	QoQ -5.69% (-1.8K) YoY -6.97% (-2.3K)	All Managers (Combined)	$17.1M	4250.1% ($17.1M/$402.7K)	QoQ -9.98% (-$2) YoY -0.57% (-$0)
MICROSOFT CORP(MSFTcusip594918104)	42.0K	QoQ +0.21% (-89) YoY -3.52% (-1.5K)	All Managers (Combined)	$15.8M	3911.4% ($15.8M/$402.7K)	QoQ -10.75% (-$2) YoY -13.92% (-$3)
Apple Inc.(AAPLcusip037833100)	56.5K	QoQ -0.90% (-519) YoY -3.86% (-2.3K)	All Managers (Combined)	$12.6M	3119.0% ($12.6M/$402.7K)	QoQ -12.10% (-$2) YoY +24.52% (-$2)
Walmart Inc.(WMTcusip931142103)	131.4K	QoQ -1.90% (-2.5K) YoY -6.57% (-9.2K)	All Managers (Combined)	$11.5M	2863.5% ($11.5M/$402.7K)	QoQ -4.68% (-$1) YoY +36.30% (-$3)
Mastercard Inc(MAcusip57636Q104)	20.8K	QoQ -2.43% (-520) YoY -4.59% (-1.0K)	All Managers (Combined)	$11.4M	2833.4% ($11.4M/$402.7K)	QoQ +1.55% (-$0) YoY +8.59% (-$1)
AbbVie Inc.(ABBVcusip00287Y109)	50.9K	QoQ -2.45% (-1.3K) YoY -4.10% (-2.2K)	All Managers (Combined)	$10.7M	2645.9% ($10.7M/$402.7K)	QoQ +15.01% (-$1) YoY +10.32% (-$1)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	19.0K	QoQ -2.93% (-575) YoY -5.26% (-1.1K)	All Managers (Combined)	$10.1M	2518.3% ($10.1M/$402.7K)	QoQ +14.05% (-$1) YoY +19.98% (-$2)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	175.0K	QoQ -2.30% (-4.1K) YoY +365.18% (-137.4K)	All Managers (Combined)	$9.6M	2393.9% ($9.6M/$402.7K)	QoQ +1.44% (-$0) YoY -2.07% (-$0)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	145.9K	QoQ -1.53% (-2.3K) YoY +0.37% (+544)	All Managers (Combined)	$9.0M	2235.4% ($9.0M/$402.7K)	QoQ +2.63% (-$0) YoY +24.11% (+$2)
JPMORGAN CHASE & CO(JPMcusip46625H100)	35.6K	QoQ -3.46% (-1.3K) YoY -5.46% (-2.1K)	All Managers (Combined)	$8.7M	2170.4% ($8.7M/$402.7K)	QoQ -1.20% (-$0) YoY +15.77% (-$1)
FASTENAL CO(FASTcusip311900104)	106.7K	QoQ -0.90% (-978) YoY +0.37% (+402)	All Managers (Combined)	$8.3M	2054.2% ($8.3M/$402.7K)	QoQ +6.85% (-$1) YoY +0.90% (+$0)
Alphabet Inc.(GOOGLcusip02079K305)	52.0K	QoQ -0.28% (-151) YoY -3.17% (-1.7K)	All Managers (Combined)	$8.0M	1996.1% ($8.0M/$402.7K)	QoQ -18.54% (-$2) YoY -0.78% (-$0)
ABBOTT LABORATORIES(ABTcusip002824100)	59.3K	QoQ -4.89% (-3.0K) YoY -3.99% (-2.5K)	All Managers (Combined)	$7.9M	1953.8% ($7.9M/$402.7K)	QoQ +11.53% (-$1) YoY +12.04% (-$1)
Xylem Inc.(XYLcusip98419M100)	64.8K	QoQ -0.52% (-345) YoY -1.25% (-825)	All Managers (Combined)	$7.7M	1922.8% ($7.7M/$402.7K)	QoQ +2.42% (-$0) YoY -8.72% (-$1)
(IJRcusip464287804)	73.8K	QoQ +0.10% (-79) YoY +1.23% (-898)	All Managers (Combined)	$7.7M	1917.3% ($7.7M/$402.7K)	QoQ -9.15% (-$1) YoY -4.22% (-$0)
MCDONALDS CORP(MCDcusip580135101)	24.7K	QoQ -1.44% (-362) YoY +1.38% (+337)	All Managers (Combined)	$7.7M	1914.6% ($7.7M/$402.7K)	QoQ +6.19% (-$0) YoY +12.32% (+$1)
PROCTER & GAMBLE Co(PGcusip742718109)	44.1K	QoQ -0.98% (-437) YoY +0.68% (+301)	All Managers (Combined)	$7.5M	1864.9% ($7.5M/$402.7K)	QoQ +0.65% (-$0) YoY +5.75% (+$0)
Bank of New York Mellon Corp(BKcusip064058100)	88.5K	QoQ -3.35% (-3.1K) YoY -6.26% (-5.9K)	All Managers (Combined)	$7.4M	1843.8% ($7.4M/$402.7K)	QoQ +5.49% (-$0) YoY +36.43% (-$2)
LINDE PLC(LINcusipG54950103)	15.8K	QoQ -1.39% (-223) YoY -5.29% (-883)	All Managers (Combined)	$7.4M	1825.9% ($7.4M/$402.7K)	QoQ +9.66% (-$1) YoY -5.02% (-$0)
GENERAL MILLS INC(GIScusip370334104)	109.8K	QoQ +2.25% (-2.4K) YoY +4.92% (-5.2K)	All Managers (Combined)	$6.6M	1630.3% ($6.6M/$402.7K)	QoQ -4.13% (-$0) YoY -10.33% (-$1)