BR

BOSTON RESEARCH & MANAGEMENT INC

13F
BOSTON RESEARCH & MANAGEMENT INC
Last update 2025-05-12 116 Stocks (3 new)
Value $403.00 Mil Turnover 1 %
Countries:
Top Holdings: IVV(4.25%)MSFT(3.91%)AAPL(3.12%)WMT(2.86%)MA(2.83%)
Summary Stock Picks Current Portfolio
BOSTON RESEARCH & MANAGEMENT I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
30,459
17,120.0
-5.69%
4.250
-0.27%
0.000
+18.73%
+8.82%
641,483.6
 
MSFT
Microsoft Corp
41,961
15,750.0
+0.21%
3.910
+0.01%
0.000
+35.27%
+20.39%
3,757,150.9
Software
AAPL
Apple Inc
56,546
12,560.0
-0.91%
3.120
-0.03%
0.000
+4.98%
-14.13%
3,203,884.0
Hardware
WMT
Walmart Inc
131,354
11,530.0
-1.90%
2.860
-0.06%
0.000
+0.86%
+6.30%
762,529.0
Retail - Defensive
MA
Mastercard Inc
20,817
11,410.0
-2.44%
2.830
-0.07%
0.000
+5.96%
+6.98%
509,270.6
Credit Services
ABBV
AbbVie Inc
50,858
10,660.0
-2.45%
2.650
-0.06%
0.000
+8.33%
+9.95%
335,877.1
Drug Manufacturers
BRK.B
Berkshire Hathaway Inc
19,041
10,140.0
-2.93%
2.520
-0.06%
0.000
-8.27%
+6.62%
1,041,200.7
Insurance
TSCO
Tractor Supply Co
174,970
9,640.0
-2.31%
2.390
-0.05%
0.030
+16.85%
+12.17%
31,284.6
Retail - Cyclical
CSCO
Cisco Systems Inc
145,883
9,000.0
-1.54%
2.230
-0.03%
0.000
+23.93%
+18.03%
271,378.7
Hardware
JPM
JPMorgan Chase & Co
35,630
8,740.0
-3.47%
2.170
-0.08%
0.000
+23.31%
+25.32%
812,831.2
Banks

BOSTON RESEARCH & MANAGEMENT INC's Historical Top Holdings Breakdowns

BOSTON RESEARCH & MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.75%
●
106.98 ($126.74) 149.43
$171.06
34.97%
Add 254.99%
39,120
28,100
CVS
CVS Health Corp
2025-03-31
Sold Out
Sold Out
-0.37%
●
44.22 ($59.84) 68.64
$61.95
3.53%
Sold Out
0
-33,908
ADBE
Adobe Inc
2025-03-31
Add
Add
+0.36%
●
377.84 ($428.84) 464.11
$372.94
-13.04%
Add 47.2%
11,711
3,755
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.27%
●
554.06 ($590.51) 615.85
$636.61
7.81%
Reduce -5.69%
30,459
-1,839
QRVO
Qorvo Inc
2025-03-31
Sold Out
Sold Out
-0.22%
●
69.12 ($76.15) 90.57
$88.83
16.65%
Sold Out
0
-12,555
ABT
Abbott Laboratories
2025-03-31
Reduce
Reduce
-0.08%
●
111.1 ($127.27) 140.22
$124.61
-2.09%
Reduce -4.89%
59,316
-3,050
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.08%
●
225.19 ($254.94) 279.95
$295.61
15.95%
Reduce -3.47%
35,630
-1,280
TSLA
Tesla Inc
2025-03-31
New Buy
New Buy
+0.08%
●
222.15 ($333.26) 428.22
$332.74
-0.16%
New holding
1,265
1,265
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-0.07%
●
504.67 ($544.39) 576.31
$560.82
3.02%
Reduce -2.44%
20,817
-520
ABBV
AbbVie Inc
2025-03-31
Reduce
Reduce
-0.06%
●
169.2 ($194.4) 216.66
$190.15
-2.19%
Reduce -2.45%
50,858
-1,278

BOSTON RESEARCH & MANAGEMENT INC Total Holding History ($B)

To

BOSTON RESEARCH & MANAGEMENT INC's Asset Allocation

To

BOSTON RESEARCH & MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BOSTON RESEARCH & MANAGEMENT INC's Hypothetical Growth since 2025-03-31

BOSTON RESEARCH & MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

BOSTON RESEARCH & MANAGEMENT INC's Holdings Heat Map

Size field:

BOSTON RESEARCH & MANAGEMENT INC's Holdings Bubble Chart

BOSTON RESEARCH & MANAGEMENT INC News

  • 1

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