BOSTON RESEARCH & MANAGEMENT INC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
40 BEACH STREET MANCHESTER, MA 01944
As of the latest 13F report, the guru’s equity portfolio contained 111 stocks valued at a total of $344,000,000. The top holdings were MSFT(4.48%), IVV(4.02%), and AAPL(2.90%).
According to GuruFocus data, these were BOSTON RESEARCH & MANAGEMENT INC’s top five trades of the quarter.
Accenture PLC
BOSTON RESEARCH & MANAGEMENT INC reduced their investment in NYSE:ACN by 6,823 shares. The trade had a 0.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $337.27.
On 05/12/2022, Accenture PLC traded for a price of $278.58 per share and a market cap of $173,269,978,000. The stock has returned -1.12% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Accenture PLC has a price-earnings ratio of 27.58, a price-book ratio of 8.44, a price-earnings-to-growth (PEG) ratio of 2.42, a EV-to-Ebitda ratio of 16.29 and a price-sales ratio of 3.12.
The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.
PepsiCo Inc
BOSTON RESEARCH & MANAGEMENT INC reduced their investment in NAS:PEP by 8,914 shares. The trade had a 0.42% impact on the equity portfolio. During the quarter, the stock traded for an average price of $168.01.
On 05/12/2022, PepsiCo Inc traded for a price of $169.99 per share and a market cap of $226,943,512,000. The stock has returned 20.12% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, PepsiCo Inc has a price-earnings ratio of 22.46, a price-book ratio of 12.46, a price-earnings-to-growth (PEG) ratio of 5.76, a EV-to-Ebitda ratio of 14.54 and a price-sales ratio of 2.81.
The price-to-GF Value ratio is 1.01, earning the stock a GF Value rank of 6.
Procter & Gamble Co
BOSTON RESEARCH & MANAGEMENT INC reduced their investment in NYSE:PG by 9,476 shares. The trade had a 0.42% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.55.
On 05/12/2022, Procter & Gamble Co traded for a price of $150.99 per share and a market cap of $352,677,118,000. The stock has returned 13.97% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Procter & Gamble Co has a price-earnings ratio of 25.65, a price-book ratio of 7.89, a price-earnings-to-growth (PEG) ratio of 5.70, a EV-to-Ebitda ratio of 17.91 and a price-sales ratio of 4.71.
The price-to-GF Value ratio is 1.01, earning the stock a GF Value rank of 6.
Amazon.com Inc
During the quarter, BOSTON RESEARCH & MANAGEMENT INC bought 336 shares of NAS:AMZN for a total holding of 1,249. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $3092.09.
On 05/12/2022, Amazon.com Inc traded for a price of $2124.8617 per share and a market cap of $1,148,707,253,000. The stock has returned -34.63% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Amazon.com Inc has a price-earnings ratio of 54.53, a price-book ratio of 8.59, a price-earnings-to-growth (PEG) ratio of 1.30, a EV-to-Ebitda ratio of 19.83 and a price-sales ratio of 2.44.
The price-to-GF Value ratio is 0.56, earning the stock a GF Value rank of 4.
JPMorgan Chase & Co
During the quarter, BOSTON RESEARCH & MANAGEMENT INC bought 8,085 shares of NYSE:JPM for a total holding of 32,943. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $147.84.
On 05/12/2022, JPMorgan Chase & Co traded for a price of $117.01 per share and a market cap of $330,763,687,000. The stock has returned -23.02% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, JPMorgan Chase & Co has a price-earnings ratio of 8.35, a price-book ratio of 1.31, a price-earnings-to-growth (PEG) ratio of 1.25 and a price-sales ratio of 2.81.
The price-to-GF Value ratio is 0.80, earning the stock a GF Value rank of 9.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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