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
$363B
$3.43 Million 0.84% of portfolio
8,805
Q1 2024 Reduced 5.17%
$113B
$3.25 Million 0.8% of portfolio
32,784
Q4 2024 Added 0.2%
$798B
$3.23 Million 0.79% of portfolio
4,188
Q3 2024 Reduced 5.53%
$0
$3.07 Million 0.75% of portfolio
49,240
Q4 2024 Reduced 1.11%
$0
$2.61 Million 0.64% of portfolio
33,135
Q4 2024 Reduced 0.75%
$0
$2.47 Million 0.61% of portfolio
10,269
Q4 2024 Reduced 3.3%
$53.1B
$2.49 Million 0.61% of portfolio
50,283
Q4 2024 Reduced 0.2%
$933B
$1.91 Million 0.47% of portfolio
10,030
Q4 2024 Reduced 0.5%
$0
$1.83 Million 0.45% of portfolio
11,681
Q3 2024 Reduced 5.42%
$347B
$1.71 Million 0.42% of portfolio
10,259
Q4 2024 Reduced 0.58%
$0
$1.66 Million 0.41% of portfolio
12,557
Q3 2024 Reduced 11.83%
$131B
$1.57 Million 0.38% of portfolio
4,354
Q4 2020 Reduced 0.14%
$88.3B
$1.52 Million 0.37% of portfolio
33,908
Q4 2024 Reduced 45.21%
$253B
$1.48 Million 0.36% of portfolio
11,020
Q4 2024 Reduced 0.72%
$0
$1.43 Million 0.35% of portfolio
3,367
Q3 2024 Added 0.21%
$412B
$1.4 Million 0.34% of portfolio
9,661
Q3 2024 Reduced 0.51%
$270B
$1.25 Million 0.31% of portfolio
8,608
Q2 2024 Reduced 2.27%
$0
$1.22 Million 0.3% of portfolio
21,293
Q4 2024 Reduced 2.61%
$0
$1.05 Million 0.26% of portfolio
21,999
Q3 2023 Reduced 4.83%
$52.2B
$1.06 Million 0.26% of portfolio
7,590
Q3 2024 Reduced 0.33%
$0
$992,000 0.24% of portfolio
19,119
Q3 2024 Reduced 7.59%
$5.95B
$877,000 0.22% of portfolio
12,555
Q4 2024 Reduced 67.47%
$214B
$706,000 0.17% of portfolio
3,213
Q4 2024 Reduced 27.52%
$0
$711,000 0.17% of portfolio
16,147
Q1 2024 Reduced 3.27%
$70.9B
$654,000 0.16% of portfolio
2,580
Q1 2023 Reduced 0.54%
$58.9B
$632,000 0.16% of portfolio
5,100
Q2 2018 Reduced 11.76%
$94.8B
$623,000 0.15% of portfolio
3,090
Q1 2020 Reduced 13.69%
$40.8B
$579,000 0.14% of portfolio
4,320
Q1 2023 Reduced 3.64%
$109B
$556,000 0.14% of portfolio
2,620
Q1 2023 Reduced 0.64%
$72B
$567,000 0.14% of portfolio
4,394
Q3 2023 Added 0.92%
$0
$484,000 0.12% of portfolio
8,449
Q4 2024 Reduced 2.18%
$0
$493,000 0.12% of portfolio
15,682
Q4 2024 Reduced 1.35%
$0
$472,000 0.12% of portfolio
2,697
Q4 2024 Added 0.26%
$122B
$502,000 0.12% of portfolio
1,715
Q3 2023 Reduced 5.51%
$153B
$463,000 0.11% of portfolio
3,020
Q1 2023 Added 1.27%
$23.5B
$441,000 0.11% of portfolio
3,700
Q1 2023 Reduced 0.56%
$136B
$440,000 0.11% of portfolio
1,918
Q3 2024 Reduced 7.7%
$0
$419,000 0.1% of portfolio
4,327
Q4 2024 Added 0.23%
$48.2B
$397,000 0.1% of portfolio
3,030
Q3 2024 Reduced 1.78%
$124B
$398,000 0.1% of portfolio
15,027
Q3 2024 Reduced 10.36%
$199B
$402,000 0.1% of portfolio
2,413
Q2 2023 Added 5.37%
$0
$417,000 0.1% of portfolio
816
Q4 2024 Reduced 1.09%
$100B
$387,000 0.09% of portfolio
4,710
Q1 2023 Reduced 1.32%
$10B
$360,000 0.09% of portfolio
4,850
Q3 2017 New
$105B
$376,000 0.09% of portfolio
6,660
Q4 2023 Reduced 4.99%
$425B
$374,000 0.09% of portfolio
740
Q2 2020 Reduced 9.54%
$0
$310,000 0.08% of portfolio
772
Q1 2024 Reduced 4.81%
$148B
$322,000 0.08% of portfolio
1,237
Q2 2023 Added 4.21%
$0
$305,000 0.07% of portfolio
3,600
Q2 2023 New

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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