Boston Research & Management Inc Portfolio Analysis: Top Holdings as of June 30, 2026

Boston Research & Management Inc, a prominent investment firm, has curated a diverse portfolio as of June 30, 2026, with a total value of $447,109,668. The firm's strategy involves holding a range of stocks across different sectors, with a particular emphasis on consumer cyclical, consumer defensive, and technology. This analysis delves into the top holdings by weight, revealing the core components of their investment approach during this period.

The largest position by weight in Boston Research & Management Inc's portfolio is held by shares of LOW, commonly known as Lowe's Companies Inc. This home improvement retail giant commands a portfolio allocation of 1.11%, reflecting its significant role in the firm's investment strategy. Notably, the firm has increased its stake in this company substantially, with a share change percentage of 2220.92% from the previous period, indicating a strong conviction in its potential growth.

Following closely is WMT, or Walmart Inc, which holds a portfolio percentage allocation of 2.7%. This global retail behemoth is a cornerstone of the consumer defensive sector allocation. However, the data shows a slight reduction in the firm's position, with a 2.17% decrease in shares and a corresponding -2.17% change in portfolio allocation, suggesting a more cautious stance or a rebalancing effort.

In the consumer defensive sector, the firm also holds GIS, General Mills Inc, with a 0.8% allocation. This consumer staples company experienced a decrease in the firm's holdings, with a -3.45% change in portfolio allocation. The other major consumer defensive holding is FAST, Fastenal Co, which holds a 2.12% allocation but saw a minor reduction of -0.74% in the previous period.

The technology sector allocation is substantial, comprising 13.52% of the portfolio. The top tech holding is CSCO, Cisco Systems Inc, with a 3.21% allocation. The firm slightly reduced its Cisco shares by -1.42% in the last reporting period. Other significant tech positions include MSFT (Microsoft Corp) at 3.05%, AAPL (Apple Inc) at 3.14%, and GOOGL (Alphabet Inc) at 3.43%, all showing modest reductions (-0.7%, -1.11%, -1.61%) in their respective allocations.

Additionally, Boston Research & Management Inc holds positions in healthcare (ABBV, AbbVie Inc) and financial services (JPM, JPMorgan Chase & Co). The healthcare allocation stands at 11.1%, while financial services is 10.18%. These sectors, along with industrials and communication services, contribute to the well-rounded nature of the portfolio, although the specific data provided focuses on the largest weighted holdings and their recent share changes.

For further details on Boston Research & Management Inc's investment profile, you can visit their profile at https://www.insiderset.com/institutions/boston-research-and-management-inc. Detailed information on each stock holding, including company profiles, can be found by clicking on the respective stock symbols in the links provided above.