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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.9T
$17.6 Million 4.33% of portfolio
41,872
Q4 2024 Reduced 0.51%
$3.43T
$14.3 Million 3.51% of portfolio
57,065
Q4 2024 Reduced 0.76%
$232B
$12.1 Million 2.97% of portfolio
133,902
Q4 2024 Reduced 2.08%
$503B
$11.2 Million 2.76% of portfolio
21,337
Q4 2024 Reduced 0.74%
$974B
$9.87 Million 2.42% of portfolio
52,130
Q4 2024 Reduced 0.89%
$5.75B
$9.5 Million 2.33% of portfolio
179,100
Q4 2024 Added 388.85%
$374B
$9.26 Million 2.27% of portfolio
52,136
Q4 2024 Reduced 0.2%
$656B
$8.89 Million 2.18% of portfolio
19,616
Q4 2024 Reduced 1.14%
$682B
$8.85 Million 2.17% of portfolio
36,910
Q4 2024 Reduced 0.6%
$248B
$8.77 Million 2.15% of portfolio
148,163
Q4 2024 Reduced 0.39%
$43.1B
$7.74 Million 1.9% of portfolio
107,655
Q4 2024 Reduced 0.18%
$2.02T
$7.67 Million 1.88% of portfolio
34,964
Q4 2024 Reduced 0.25%
$22.1B
$7.56 Million 1.86% of portfolio
65,162
Q4 2024 Reduced 0.83%
$398B
$7.46 Million 1.83% of portfolio
44,509
Q4 2024 Added 1.03%
$221B
$7.26 Million 1.78% of portfolio
25,046
Q4 2024 Reduced 0.33%
$222B
$7.05 Million 1.73% of portfolio
62,366
Q4 2024 Reduced 0.04%
$35.4B
$6.85 Million 1.68% of portfolio
107,387
Q4 2024 Added 0.01%
$201B
$6.52 Million 1.6% of portfolio
18,539
Q4 2024 Reduced 0.27%
$17.6B
$6.38 Million 1.57% of portfolio
18,791
Q4 2024 Reduced 0.36%
$240B
$6.37 Million 1.56% of portfolio
64,076
Q4 2024 Added 2.8%
$74.9B
$5.8 Million 1.42% of portfolio
63,771
Q4 2024 Added 0.85%
$466B
$5.67 Million 1.39% of portfolio
52,704
Q4 2024 Added 0.55%
$44.1B
$5.66 Million 1.39% of portfolio
40,453
Q4 2024 Reduced 0.8%
$122B
$5.45 Million 1.34% of portfolio
11,206
Q4 2024 Added 0.65%
$145B
$5.36 Million 1.31% of portfolio
74,722
Q4 2024 Added 1.11%
$205B
$5.31 Million 1.3% of portfolio
34,918
Q4 2024 Added 2.08%
$180B
$5.25 Million 1.29% of portfolio
47,108
Q4 2024 Added 2.03%
$85.2B
$5.14 Million 1.26% of portfolio
40,759
Q4 2024 Added 2.99%
$37.1B
$5.09 Million 1.25% of portfolio
66,529
Q4 2024 Added 4.64%
$92.5B
$4.95 Million 1.22% of portfolio
45,962
Q4 2024 Reduced 0.34%
$156B
$4.95 Million 1.21% of portfolio
131,823
Q4 2024 Reduced 0.12%
$299B
$4.88 Million 1.2% of portfolio
78,350
Q4 2024 Reduced 0.39%
$205B
$4.84 Million 1.19% of portfolio
9,298
Q4 2024 Added 0.08%
$62.4B
$4.52 Million 1.11% of portfolio
94,541
Q4 2024 Added 1.64%
$16.5B
$4.42 Million 1.08% of portfolio
51,365
Q4 2024 Added 2.5%
$183B
$4.26 Million 1.05% of portfolio
106,500
Q4 2024 Added 4.06%
$124B
$4.06 Million 1.0% of portfolio
50,868
Q4 2024 Reduced 0.19%
$19.6B
$3.89 Million 0.96% of portfolio
21,300
Q4 2024 Reduced 2.29%
$184B
$3.54 Million 0.87% of portfolio
7,956
Q4 2024 Added 6.09%
$360B
$3.43 Million 0.84% of portfolio
8,805
Q1 2024 Reduced 5.17%
$126B
$3.25 Million 0.8% of portfolio
32,784
Q4 2024 Added 0.2%
$773B
$3.23 Million 0.79% of portfolio
4,188
Q3 2024 Reduced 5.53%
$1.02T
$1.91 Million 0.47% of portfolio
10,030
Q4 2024 Reduced 0.5%
$402B
$1.71 Million 0.42% of portfolio
10,259
Q4 2024 Reduced 0.58%
$140B
$1.57 Million 0.38% of portfolio
4,354
Q4 2020 Reduced 0.14%
$86.2B
$1.52 Million 0.37% of portfolio
33,908
Q4 2024 Reduced 45.21%
$303B
$1.48 Million 0.36% of portfolio
11,020
Q4 2024 Reduced 0.72%
$426B
$1.4 Million 0.34% of portfolio
9,661
Q3 2024 Reduced 0.51%
$179B
$1.28 Million 0.32% of portfolio
3,542
Q1 2021 Reduced 3.14%

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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