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BOSTON RESEARCH & MANAGEMENT INC13F | |
| BOSTON RESEARCH & MANAGEMENT INC | |
| Last update 2025-05-12 | 116 Stocks (3 new) |
| Value $403.00 Mil | Turnover 1 % |
BOSTON RESEARCH & MANAGEMENT I... Top Holdings of 2025-03-31
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| 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
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| 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)
BOSTON RESEARCH & MANAGEMENT INC's Asset Allocation
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
BOSTON RESEARCH & MANAGEMENT INC News
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