Boston Research & Management Inc Portfolio Holdings

Boston Research & Management Inc

  • $407 Million
  • Q4 2024

Boston Research & Management Inc has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $407 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19M, Microsoft Corp with a value of $17.6M, Apple Inc. with a value of $14.3M, Walmart Inc. with a value of $12.1M, and Mastercard Inc with a value of $11.2M.

Examining the 13F form we can see an decrease of $18.3M in the current position value, from $426M to 407M.

Boston Research & Management Inc is based out at Manchester, MA

Below you can find more details about Boston Research & Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $407 Million
ETFs: $77.1 Million
Technology: $56.3 Million
Consumer Defensive: $48.4 Million
Industrials: $42.8 Million
Healthcare: $41.5 Million
Financial Services: $41.3 Million
Consumer Cyclical: $34.8 Million
Communication Services: $30.6 Million
Other: $21.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Million 4.67% of portfolio
32,298
Q4 2024 Reduced 0.51%
$3.05T
$17.6 Million 4.33% of portfolio
41,872
Q4 2024 Reduced 0.51%
$3.81T
$14.3 Million 3.51% of portfolio
57,065
Q4 2024 Reduced 0.76%
$281B
$12.1 Million 2.97% of portfolio
133,902
Q4 2024 Reduced 2.08%
$539B
$11.2 Million 2.76% of portfolio
21,337
Q4 2024 Reduced 0.74%
$1.1T
$9.87 Million 2.42% of portfolio
52,130
Q4 2024 Reduced 0.89%
$6.2B
$9.5 Million 2.33% of portfolio
179,100
Q4 2024 Added 388.85%
$341B
$9.26 Million 2.27% of portfolio
52,136
Q4 2024 Reduced 0.2%
$614B
$8.89 Million 2.18% of portfolio
19,616
Q4 2024 Reduced 1.14%
$808B
$8.85 Million 2.17% of portfolio
36,910
Q4 2024 Reduced 0.6%
$256B
$8.77 Million 2.15% of portfolio
148,163
Q4 2024 Reduced 0.39%
$0
$8.5 Million 2.09% of portfolio
73,765
Q4 2024 Reduced 1.22%
$42.2B
$7.74 Million 1.9% of portfolio
107,655
Q4 2024 Reduced 0.18%
$2.33T
$7.67 Million 1.88% of portfolio
34,964
Q4 2024 Reduced 0.25%
$23.4B
$7.56 Million 1.86% of portfolio
65,162
Q4 2024 Reduced 0.83%
$402B
$7.46 Million 1.83% of portfolio
44,509
Q4 2024 Added 1.03%
$229B
$7.05 Million 1.73% of portfolio
62,366
Q4 2024 Reduced 0.04%
$69B
$7.04 Million 1.73% of portfolio
91,610
Q4 2024 Reduced 1.79%
$34.7B
$6.85 Million 1.68% of portfolio
107,387
Q4 2024 Added 0.01%
Linde PLC
-
$6.71 Million 1.65% of portfolio
-
Q4 2024 Reduced 0.17%
$245B
$6.52 Million 1.6% of portfolio
18,539
Q4 2024 Reduced 0.27%
$17.8B
$6.38 Million 1.57% of portfolio
18,791
Q4 2024 Reduced 0.36%
$217B
$6.37 Million 1.56% of portfolio
64,076
Q4 2024 Added 2.8%
Labcorp Holdings
-
$5.81 Million 1.43% of portfolio
-
Q4 2024 Added 0.51%
$72.3B
$5.8 Million 1.42% of portfolio
63,771
Q4 2024 Added 0.85%
$447B
$5.67 Million 1.39% of portfolio
52,704
Q4 2024 Added 0.55%
$44.4B
$5.66 Million 1.39% of portfolio
40,453
Q4 2024 Reduced 0.8%
$0
$5.48 Million 1.35% of portfolio
104,942
Q4 2024 Added 1.27%
$116B
$5.45 Million 1.34% of portfolio
11,206
Q4 2024 Added 0.65%
$136B
$5.36 Million 1.31% of portfolio
74,722
Q4 2024 Added 1.11%
$198B
$5.31 Million 1.3% of portfolio
34,918
Q4 2024 Added 2.08%
$199B
$5.25 Million 1.29% of portfolio
47,108
Q4 2024 Added 2.03%
$83.4B
$5.14 Million 1.26% of portfolio
40,759
Q4 2024 Added 2.99%
$35.6B
$5.09 Million 1.25% of portfolio
66,529
Q4 2024 Added 4.64%
$89.6B
$4.95 Million 1.22% of portfolio
45,962
Q4 2024 Reduced 0.34%
$154B
$4.95 Million 1.21% of portfolio
131,823
Q4 2024 Reduced 0.12%
$297B
$4.88 Million 1.2% of portfolio
78,350
Q4 2024 Reduced 0.39%
$0
$4.84 Million 1.19% of portfolio
68,893
Q4 2024 Added 2.4%
$211B
$4.84 Million 1.19% of portfolio
9,298
Q4 2024 Added 0.08%
$0
$4.65 Million 1.14% of portfolio
21,041
Q1 2024 Reduced 0.08%
$70.6B
$4.52 Million 1.11% of portfolio
94,541
Q4 2024 Added 1.64%
$16.6B
$4.42 Million 1.08% of portfolio
51,365
Q4 2024 Added 2.5%
$170B
$4.26 Million 1.05% of portfolio
106,500
Q4 2024 Added 4.06%
$0
$4.23 Million 1.04% of portfolio
49,376
Q4 2024 Added 6.34%
$0
$4.17 Million 1.02% of portfolio
7,116
Q4 2024 Added 0.03%
$121B
$4.06 Million 1.0% of portfolio
50,868
Q4 2024 Reduced 0.19%
$20.8B
$3.89 Million 0.96% of portfolio
21,300
Q4 2024 Reduced 2.29%
$0
$3.59 Million 0.88% of portfolio
12,380
Q2 2023 Reduced 0.63%
$215B
$3.54 Million 0.87% of portfolio
7,956
Q4 2024 Added 6.09%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $407 Million
  • Prior Value $426 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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