Boston Research & Management Inc Portfolio Holdings

Boston Research & Management Inc

  • $426 Million
  • Q3 2024

Boston Research & Management Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $426 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 $18.7M, Microsoft Corp with a value of $18.1M, Apple Inc. with a value of $13.4M, Walmart Inc. with a value of $11M, and Tractor Supply CO with a value of $10.7M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $395M to 426M.

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 $426 Million
ETFs: $78.6 Million
Technology: $59 Million
Consumer Defensive: $50.5 Million
Healthcare: $48 Million
Industrials: $45 Million
Financial Services: $39.5 Million
Consumer Cyclical: $37.4 Million
Communication Services: $30.1 Million
Other: $24.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $426 Million
  • Prior Value $395 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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