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
+2.01%
+1.55%
585,405.8
 
MSFT 		Microsoft Corp
41,961
15,750.0
+0.21%
3.910
+0.01%
0.000
+16.84%
+11.38%
3,476,052.1
Software
AAPL 		Apple Inc
56,546
12,560.0
-0.91%
3.120
-0.03%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
WMT 		Walmart Inc
131,354
11,530.0
-1.90%
2.860
-0.06%
0.000
+2.59%
+8.98%
783,766.9
Retail - Defensive
MA 		Mastercard Inc
20,817
11,410.0
-2.44%
2.830
-0.07%
0.000
+5.03%
+11.52%
531,627.6
Credit Services
ABBV 		AbbVie Inc
50,858
10,660.0
-2.45%
2.650
-0.06%
0.000
-10.56%
+7.48%
331,147.6
Drug Manufacturers
BRK.B 		Berkshire Hathaway Inc
19,041
10,140.0
-2.93%
2.520
-0.06%
0.000
-1.96%
+7.82%
1,054,290.8
Insurance
TSCO 		Tractor Supply Co
174,970
9,640.0
-2.31%
2.390
-0.05%
0.030
-5.94%
-2.20%
27,278.9
Retail - Cyclical
CSCO 		Cisco Systems Inc
145,883
9,000.0
-1.54%
2.230
-0.03%
0.000
+1.71%
+10.63%
255,895.1
Hardware
JPM 		JPMorgan Chase & Co
35,630
8,740.0
-3.47%
2.170
-0.08%
0.000
+4.78%
+10.52%
727,983.8
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 Corp2025-03-31Add
+0.75%
●
106.98 ($126.74) 149.43
$139.99
10.45%
Add 254.99%
39,120
28,100
CVS 		CVS Health Corp2025-03-31Sold Out
-0.37%
●
44.22 ($59.84) 68.64
$63.08
5.41%
Sold Out
0
-33,908
ADBE 		Adobe Inc2025-03-31Add
+0.36%
●
377.84 ($428.84) 464.11
$415.20
-3.18%
Add 47.2%
11,711
3,755
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-0.27%
●
554.06 ($590.51) 615.85
$595.98
0.93%
Reduce -5.69%
30,459
-1,839
QRVO 		Qorvo Inc2025-03-31Sold Out
-0.22%
●
69.12 ($76.15) 90.57
$78.08
2.53%
Sold Out
0
-12,555
ABT 		Abbott Laboratories2025-03-31Reduce
-0.08%
●
111.1 ($127.27) 140.22
$133.94
5.24%
Reduce -4.89%
59,316
-3,050
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.08%
●
225.19 ($254.94) 279.95
$261.95
2.75%
Reduce -3.47%
35,630
-1,280
TSLA 		Tesla Inc2025-03-31New Buy
+0.08%
●
222.15 ($333.26) 428.22
$284.70
-14.57%
New holding
1,265
1,265
MA 		Mastercard Inc2025-03-31Reduce
-0.07%
●
504.67 ($544.39) 576.31
$585.44
7.54%
Reduce -2.44%
20,817
-520
ABBV 		AbbVie Inc2025-03-31Reduce
-0.06%
●
169.2 ($194.4) 216.66
$187.47
-3.56%
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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