Boston Research & Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$421K
Q ending 2026-03-31
Prior quarter
$434K
Q ending 2025-12-31
Change
-2.9% QoQ · +4.5% YoY
Positions
114
reported holdings
Largest positions
Top 100 of 114 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core S&P 500 Etf | IVV | Shares | $19K | 29K |
| Wal-Mart Stores | WMT | Shares | $14K | 110K |
| Microsoft Corp | MSFT | Shares | $14K | 37K |
| Alphabet, Inc. - Class A | Shares | $13K | 44K | |
| Apple Inc. | AAPL | Shares | $13K | 50K |
| Abbvie Inc. | Shares | $11K | 48K | |
| Cisco Systems, Inc. | Shares | $10K | 126K | |
| J.P. Morgan Chase & Co. | Shares | $10K | 32K | |
| Ishares Core S&P Smallcap Etf | IJR | Shares | $9K | 76K |
| Fastenal Co | FAST | Shares | $9K | 201K |
| Exxon Mobil Corp. | Shares | $9K | 53K | |
| Berkshire Hathaway Inc. Class | BRK/B | Shares | $8K | 18K |
| Mastercard, Inc. | Shares | $8K | 17K | |
| Merck & Co. Inc. | MRK | Shares | $8K | 67K |
| Linde Plc | Shares | $8K | 16K | |
| Tractor Supply Co | TSCO | Shares | $8K | 169K |
| Bank Of New York Mellon Corp | BNY | Shares | $8K | 65K |
| Mcdonald'S Corp | MCD | Shares | $7K | 24K |
| Ishares Core Msci Emerging Mkt | Shares | $7K | 103K | |
| Amazon.Com Inc | AMZN | Shares | $7K | 34K |
| Nextera Energy Inc. | NEE | Shares | $7K | 74K |
| Nvidia | NVDA | Shares | $7K | 39K |
| Procter & Gamble Co | PG | Shares | $7K | 47K |
| Lockheed Martin Corp | LMT | Shares | $7K | 11K |
| Xylem Inc. | Shares | $7K | 56K | |
| Snap-On Inc. | SNA | Shares | $7K | 18K |
| Ishares Core Msci Eafe Etf | Shares | $6K | 70K | |
| Labcorp Holdings | LH | Shares | $6K | 23K |
| Abbott Laboratories | ABT | Shares | $6K | 60K |
| Duke Energy Corp. | Shares | $6K | 46K | |
| Coca-Cola Company | KO | Shares | $6K | 74K |
| D.R. Horton, Inc. | Shares | $6K | 40K | |
| Conocophillips | COP | Shares | $5K | 42K |
| Verizon Communications | Shares | $5K | 108K | |
| Thermo Fisher Scientific | TMO | Shares | $5K | 11K |
| Pepsi Co Inc | PEP | Shares | $5K | 34K |
| Colgate-Palmolive Company | CL | Shares | $5K | 61K |
| Us Bancorp | USB | Shares | $5K | 95K |
| Sysco Corp | SYY | Shares | $5K | 68K |
| Walt Disney Co | DIS | Shares | $5K | 48K |
| Ishares Russell 2000 Index Fun | IWM | Shares | $5K | 18K |
| Amex Energy Sector Spdr | Shares | $5K | 75K | |
| Spdr S&P 500 Etf | SPY | Shares | $5K | 7K |
| Eli Lilly & Co | LLY | Shares | $4K | 5K |
| Medtronic Plc | Shares | $4K | 51K | |
| United Parcel Services | UPS | Shares | $4K | 42K |
| Ishares Comex Gold Trust | IAU | Shares | $4K | 47K |
| Equinix Inc | Shares | $4K | 4K | |
| General Mills Inc Com | GIS | Shares | $4K | 108K |
| Vanguard Total Stock Market Et | VTI | Shares | $4K | 12K |
| Omnicom Group Inc Com | OMC | Shares | $4K | 47K |
| Comcast Corp Cl A Vtg | CMCSA | Shares | $4K | 123K |
| Accenture Plc | Shares | $4K | 18K | |
| Cintas Corporation | CTAS | Shares | $3K | 20K |
| Ishares Core S&P Midcap Etf | IJH | Shares | $3K | 50K |
| Adobe Inc | Shares | $3K | 14K | |
| Home Depot, Inc. | HD | Shares | $3K | 9K |
| Ishares Iboxx High Yield Corp | HYG | Shares | $3K | 32K |
| Caterpillar | CAT | Shares | $2K | 4K |
| Johnson & Johnson | JNJ | Shares | $2K | 10K |
| Vanguard Small-Cap Etf | VB | Shares | $2K | 8K |
| Chevron Corp | CVX | Shares | $2K | 8K |
| Alphabet, Inc. - Class C | Shares | $1K | 5K | |
| Oracle Corp. | ORCL | Shares | $1K | 10K |
| Stryker Corp | SYK | Shares | $1K | 4K |
| Independent Bank Corp Mass Com | INDB | Shares | $1K | 17K |
| Vanguard Developed Markets Etf | VEA | Shares | $1K | 19K |
| Vanguard Ftse All-World Ex-Us | VEU | Shares | $1K | 16K |
| Ishares Us Preferred Stock | PFF | Shares | $956 | 32K |
| Invesco S&P 500 Equal Weight | RSP | Shares | $891 | 5K |
| Intl Business Machines Corp | IBM | Shares | $790 | 3K |
| Vanguard Emerging Markets Etf | VWO | Shares | $754 | 14K |
| Spdr Djia Etf Trust | DIA | Shares | $753 | 2K |
| Waste Management, Inc. | Shares | $710 | 3K | |
| Paychex, Inc. | PAYX | Shares | $695 | 8K |
| Illinois Tool Works | ITW | Shares | $671 | 3K |
| Emerson Electric Co | EMR | Shares | $668 | 5K |
| Vaneckvectors Hy Muni Etf | Shares | $613 | 12K | |
| 3M Co | MMM | Shares | $593 | 4K |
| Invesco Qqq Trust Series 1 | Shares | $499 | 864 | |
| Ishares Core Total Us Bond Mar | AGG | Shares | $474 | 5K |
| Tesla Inc. | Shares | $470 | 1K | |
| Marsh Common Stock | MRSH | Shares | $454 | 3K |
| Southern Co | SO | Shares | $454 | 5K |
| Ishares S&P Growth Allocation | AOR | Shares | $450 | 7K |
| Amgen Inc. | AMGN | Shares | $435 | 1K |
| Bristol-Myers Squibb Company | BMY | Shares | $403 | 7K |
| Ppg Industries | PPG | Shares | $395 | 4K |
| Qualcomm, Inc. | QCOM | Shares | $388 | 3K |
| Danaher Corp. | DHR | Shares | $363 | 2K |
| Ishares S&P Global Tech Sector | IXN | Shares | $359 | 4K |
| Pfizer Inc. | PFE | Shares | $337 | 12K |
| Automatic Data Processing, Inc | ADP | Shares | $331 | 2K |
| Nucor Corporation | NUE | Shares | $327 | 2K |
| Rtx Corporation | Shares | $315 | 2K | |
| Costco Whsl Corp New Com | COST | Shares | $288 | 290 |
| Kimberly-Clark Corp | KMB | Shares | $285 | 3K |
| Ishares Russell 1000 Growth In | IWF | Shares | $274 | 643 |
| Ishares Russell 1000 Index Fun | IWB | Shares | $273 | 768 |
| Ge Aerospace | GE | Shares | $273 | 965 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.