Boston Research & Management Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Boston Research & Management Inc disclosed 121 stock positions valued at approximately $452.63M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ALPHABET INC, and CISCO SYS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 121
- Portfolio Value
- $452.63M
Holdings by Sector
Boston Research & Management Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 4.78% | 28,863 | -203 | -0.70% | $21,615,280 |
| ALPHABET INC | GOOGL | Communication Services | 3.43% | 43,406 | -710 | -1.61% | $15,512,089 |
| CISCO SYS INC | CSCO | Technology | 3.21% | 123,742 | -1,785 | -1.42% | $14,534,719 |
| APPLE INC | AAPL | Technology | 3.14% | 49,123 | -551 | -1.11% | $14,214,257 |
| MICROSOFT CORP | MSFT | Technology | 3.05% | 36,953 | +93 | +0.25% | $13,784,228 |
| WALMART INC | WMT | Consumer Defensive | 2.70% | 107,734 | -2,390 | -2.17% | $12,201,953 |
| ABBVIE INC | ABBV | Healthcare | 2.68% | 48,129 | -224 | -0.46% | $12,111,182 |
| ISHARES TR | IJR | Other | 2.47% | 75,300 | -427 | -0.56% | $11,167,725 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.33% | 32,195 | -169 | -0.52% | $10,538,237 |
| FASTENAL CO | FAST | Industrials | 2.12% | 199,875 | -1,495 | -0.74% | $9,599,997 |
| BANK OF NY MELLON CORP | BK | Financial Services | 2.04% | 63,884 | -755 | -1.17% | $9,238,316 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.92% | 17,366 | -306 | -1.73% | $8,689,773 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.88% | 16,607 | -146 | -0.87% | $8,529,333 |
| MERCK & CO INC | MRK | Healthcare | 1.87% | 65,845 | -727 | -1.09% | $8,461,120 |
| ISHARES INC | IEMG | Other | 1.84% | 100,742 | -2,564 | -2.48% | $8,345,480 |
| LINDE PLC | LIN | Other | 1.79% | 15,624 | -144 | -0.91% | $8,107,976 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.76% | 33,369 | -215 | -0.64% | $7,953,186 |
| NVIDIA CORPORATION | NVDA | Technology | 1.70% | 38,473 | -572 | -1.46% | $7,698,066 |
| EXXON MOBIL CORP | XOM | Energy | 1.60% | 52,945 | -240 | -0.45% | $7,238,641 |
| SNAP ON INC | SNA | Industrials | 1.58% | 17,731 | -223 | -1.24% | $7,134,955 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.52% | 46,908 | +111 | +0.24% | $6,878,612 |
| XYLEM INC | XYL | Industrials | 1.49% | 57,009 | +882 | +1.57% | $6,739,034 |
| ISHARES TR | IEFA | Other | 1.46% | 68,567 | -985 | -1.42% | $6,622,240 |
| D R HORTON INC | DHI | Consumer Cyclical | 1.44% | 40,067 | -223 | -0.55% | $6,526,113 |
| LABCORP HOLDINGS INC | LH | Healthcare | 1.44% | 23,271 | -38 | -0.16% | $6,515,803 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.43% | 24,010 | -92 | -0.38% | $6,490,008 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.43% | 73,786 | -190 | -0.26% | $6,476,198 |
| COCA COLA CO | KO | Consumer Defensive | 1.32% | 73,647 | -460 | -0.62% | $5,985,292 |
| ELI LILLY & CO | LLY | Healthcare | 1.28% | 4,833 | - | - | $5,796,846 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.28% | 45,624 | -88 | -0.19% | $5,775,086 |
Showing 30 of 120 holdings in the latest reporting period.