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 Market Cap. of $300 Millions to $2 Billions

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

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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