Boston Research & Management Inc Portfolio Holdings

Boston Research & Management Inc

  • $453 Million
  • Q3 2025

Boston Research & Management Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $453 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.5M, Ishares Core S&P 500 ETF with a value of $19.7M, Apple Inc. with a value of $14.8M, Walmart Inc. with a value of $13.3M, and Alphabet Inc. with a value of $12.4M.

Examining the 13F form we can see an increase of $35M in the current position value, from $418M to 453M.

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 $453 Million
ETFs: $83.4 Million
Technology: $67.5 Million
Financial Services: $48.4 Million
Consumer Defensive: $48.4 Million
Industrials: $47.8 Million
Healthcare: $44.1 Million
Consumer Cyclical: $38 Million
Communication Services: $33.3 Million
Other: $27.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.81 Million 0.84% of portfolio
42,696
Q3 2025 Reduced 2.92%
$68.7B
$3.75 Million 0.83% of portfolio
44,936
Q3 2025 Added 5.37%
$65.3B
$3.63 Million 0.8% of portfolio
49,894
Q3 2025 Added 0.06%
$367B
$3.57 Million 0.79% of portfolio
8,805
Q1 2024 Reduced 5.17%
$0
$3.33 Million 0.73% of portfolio
51,027
Q3 2025 Added 1.58%
$971B
$3.2 Million 0.7% of portfolio
4,188
Q3 2024 Reduced 5.53%
$593B
$2.76 Million 0.61% of portfolio
9,814
Q3 2025 Reduced 0.86%
$71.5B
$2.66 Million 0.59% of portfolio
3,402
Q3 2025 New
$0
$2.58 Million 0.57% of portfolio
31,776
Q3 2025 Reduced 0.02%
$0
$2.54 Million 0.56% of portfolio
9,993
Q2 2025 Reduced 1.94%
$1.74T
$2.34 Million 0.52% of portfolio
9,615
Q3 2025 Reduced 0.06%
$522B
$1.78 Million 0.39% of portfolio
9,613
Q3 2025 Reduced 0.5%
$0
$1.73 Million 0.38% of portfolio
10,446
Q3 2025 Reduced 3.39%
$291B
$1.69 Million 0.37% of portfolio
3,542
Q1 2021 Reduced 3.14%
$136B
$1.61 Million 0.35% of portfolio
4,354
Q4 2020 Reduced 0.14%
$0
$1.58 Million 0.35% of portfolio
10,978
Q3 2025 Reduced 4.25%
$0
$1.21 Million 0.27% of portfolio
20,216
Q2 2025 Reduced 3.71%
$0
$1.21 Million 0.27% of portfolio
16,981
Q3 2025 Reduced 6.02%
$3.15B
$1.18 Million 0.26% of portfolio
17,011
Q3 2025 New
$0
$1.12 Million 0.25% of portfolio
2,412
Q2 2025 Reduced 28.36%
$40.4B
$957,000 0.21% of portfolio
7,555
Q1 2025 Reduced 0.46%
$266B
$919,000 0.2% of portfolio
3,260
Q3 2025 Added 1.46%
$0
$765,000 0.17% of portfolio
14,126
Q2 2025 Reduced 6.13%
$328B
$713,000 0.16% of portfolio
2,373
Q2 2025 Reduced 1.66%
$0
$688,000 0.15% of portfolio
13,518
Q3 2025 Reduced 19.2%
$85.9B
$682,000 0.15% of portfolio
3,090
Q1 2020 Reduced 13.69%
$74.9B
$672,000 0.15% of portfolio
2,580
Q1 2023 Reduced 0.54%
$75.4B
$669,000 0.15% of portfolio
5,100
Q2 2018 Reduced 11.76%
$91.4B
$681,000 0.15% of portfolio
4,394
Q3 2023 Added 0.92%
$42.4B
$656,000 0.14% of portfolio
4,320
Q1 2023 Reduced 3.64%
$0
$604,000 0.13% of portfolio
3,185
Q3 2025 Added 3.04%
$1.29T
$562,000 0.12% of portfolio
1,265
Q1 2025 New
$89.7B
$528,000 0.12% of portfolio
2,620
Q1 2023 Reduced 0.64%
$104B
$478,000 0.11% of portfolio
1,630
Q2 2025 Reduced 4.96%
$187B
$502,000 0.11% of portfolio
3,020
Q1 2023 Added 1.27%
$0
$507,000 0.11% of portfolio
844
Q2 2025 Added 7.52%
$0
$476,000 0.1% of portfolio
4,755
Q3 2025 Added 1.06%
$98.6B
$446,000 0.1% of portfolio
4,710
Q1 2023 Reduced 1.32%
$0
$445,000 0.1% of portfolio
6,926
Q3 2025 Added 0.58%
$0
$440,000 0.1% of portfolio
13,946
Q3 2025 Reduced 7.4%
$22.8B
$388,000 0.09% of portfolio
3,700
Q1 2023 Reduced 0.56%
$160B
$380,000 0.08% of portfolio
1,918
Q3 2024 Reduced 7.7%
$35.1B
$376,000 0.08% of portfolio
3,030
Q3 2024 Reduced 1.78%
$141B
$382,000 0.08% of portfolio
15,027
Q3 2024 Reduced 10.36%
$11.1B
$360,000 0.08% of portfolio
4,850
Q3 2017 New
Ge Vernova Inc
-
$368,000 0.08% of portfolio
-
Q2 2025 New
$183B
$349,000 0.08% of portfolio
1,237
Q2 2023 Added 4.21%
$0
$371,000 0.08% of portfolio
3,600
Q2 2023 New
$404B
$360,000 0.08% of portfolio
390
Q3 2025 Added 34.48%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $453 Million
  • Prior Value $418 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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