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:
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
+19.67%
+7.80%
634,518.9
 
MSFT
Microsoft Corp
41,961
15,750.0
+0.21%
3.910
+0.01%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
56,546
12,560.0
-0.91%
3.120
-0.03%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
WMT
Walmart Inc
131,354
11,530.0
-1.90%
2.860
-0.06%
0.000
+2.21%
+5.75%
758,538.7
Retail - Defensive
MA
Mastercard Inc
20,817
11,410.0
-2.44%
2.830
-0.07%
0.000
+6.97%
+5.42%
501,860.7
Credit Services
ABBV
AbbVie Inc
50,858
10,660.0
-2.45%
2.650
-0.06%
0.000
+10.35%
+9.44%
334,309.4
Drug Manufacturers
BRK.B
Berkshire Hathaway Inc
19,041
10,140.0
-2.93%
2.520
-0.06%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
TSCO
Tractor Supply Co
174,970
9,640.0
-2.31%
2.390
-0.05%
0.030
+13.32%
+7.56%
29,998.9
Retail - Cyclical
CSCO
Cisco Systems Inc
145,883
9,000.0
-1.54%
2.230
-0.03%
0.000
+22.77%
+17.21%
269,477.9
Hardware
JPM
JPMorgan Chase & Co
35,630
8,740.0
-3.47%
2.170
-0.08%
0.000
+26.17%
+23.48%
800,897.6
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
$172.41
36.03%
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
$61.96
3.54%
Sold Out
0
-33,908
ADBE
Adobe Inc
2025-03-31
Add
Add
+0.36%
377.84 ($428.84) 464.11
$365.79
-14.70%
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
$630.67
6.80%
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
$88.57
16.31%
Sold Out
0
-12,555
ABT
Abbott Laboratories
2025-03-31
Reduce
Reduce
-0.08%
111.1 ($127.27) 140.22
$123.67
-2.83%
Reduce -4.89%
59,316
-3,050
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.08%
225.19 ($254.94) 279.95
$291.27
14.25%
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
$329.65
-1.08%
New holding
1,265
1,265
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-0.07%
504.67 ($544.39) 576.31
$552.66
1.52%
Reduce -2.44%
20,817
-520
ABBV
AbbVie Inc
2025-03-31
Reduce
Reduce
-0.06%
169.2 ($194.4) 216.66
$189.26
-2.64%
Reduce -2.45%
50,858
-1,278

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

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BOSTON RESEARCH & MANAGEMENT INC's Asset Allocation

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BOSTON RESEARCH & MANAGEMENT INC Past Portfolios

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

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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

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BOSTON RESEARCH & MANAGEMENT INC's Holdings Bubble Chart

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