Boston Research & Management
MANCHESTER, MAfiles as BOSTON RESEARCH & MANAGEMENT INC
$453m in 121 US stocks at the end of 30 June 2026. The top 10 are 29.9% of the money. It changed about 6.4% of the portfolio this quarter.
Value
$453m
Stocks
121
Top 10 share
29.9%
Turnover
6.4%
What changed this quarter
New
Bought for the first time this quarter.
- IntelINTC<0.1% of the fund
- Vanguard Index FDSVXF<0.1% of the fund
- Agilent TechnologiesA<0.1% of the fund
- Spdr Series TrustCWB<0.1% of the fund
- Old Dominion Freight LineODFL<0.1% of the fund
- ChubbCB<0.1% of the fund
Added
Bought more of a stock they already held.
- Lowe's CompaniesLOW1.1% of the fund+1060%
Cut
Sold some of their stake.
- Ishares TRIVV4.8% of the fund-50%
- AlphabetGOOGL3.4% of the fund-51%
- Cisco SystemsCSCO3.2% of the fund-51%
- AppleAAPL3.1% of the fund-51%
- MicrosoftMSFT3.0% of the fund-50%
- WalmartWMT2.7% of the fund-51%
- AbbVieABBV2.7% of the fund-50%
- Ishares TRIJR2.5% of the fund-50%
- JPMorgan ChaseJPM2.3% of the fund-50%
- FastenalFAST2.1% of the fund-50%
- Bank of New York MellonBNY2.0% of the fund-51%
- Berkshire HathawayBRK-B1.9% of the fund-51%
- MastercardMA1.9% of the fund-50%
- MerckMRK1.9% of the fund-51%
- IsharesIEMG1.8% of the fund-51%
- LindeLIN1.8% of the fund-50%
- Amazon.comAMZN1.8% of the fund-50%
- NvidiaNVDA1.7% of the fund-51%
- ExxonMobil HoldingsXOM1.6% of the fund-50%
- Snap-onSNA1.6% of the fund-51%
- Procter & GamblePG1.5% of the fund-50%
- XylemXYL1.5% of the fund-49%
- Ishares TRIEFA1.5% of the fund-51%
- Horton D RDHI1.4% of the fund-50%
- Labcorp HoldingsLH1.4% of the fund-50%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Ishares TRIVV
- Share
- 4.8%
- Value
- $22m
- Shares
- 28,863
-50%
- Ishares TRIJR
- Share
- 2.5%
- Value
- $11m
- Shares
- 75,300
-50%
- IsharesIEMG
- Share
- 1.8%
- Value
- $8m
- Shares
- 100,742
-51%
- Ishares TRIEFA
- Share
- 1.5%
- Value
- $7m
- Shares
- 68,567
-51%
- Albemarle
- Share
- 1.2%
- Value
- $6m
- Shares
- 99,820
Held
- Ishares TRIWM
- Share
- 1.2%
- Value
- $5m
- Shares
- 18,027
-51%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.2%
- Value
- $5m
- Shares
- 6,971
-50%
- Vanguard Index FDSVTI
- Share
- 1.0%
- Value
- $5m
- Shares
- 12,380
-50%
- Select Sector Spdr TRXLE
- Share
- 0.9%
- Value
- $4m
- Shares
- 74,398
-50%
- Ishares TRIJH
- Share
- 0.9%
- Value
- $4m
- Shares
- 49,967
-51%
- Ishares Gold TRIAU
- Share
- 0.8%
- Value
- $4m
- Shares
- 46,825
-50%
- Ishares TRHYG
- Share
- 0.6%
- Value
- $3m
- Shares
- 31,823
-50%
- Vanguard Index FDSVB
- Share
- 0.6%
- Value
- $3m
- Shares
- 8,343
-50%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.3%
- Value
- $1m
- Shares
- 19,498
-50%
- Vanguard Intl Equity Index FVEU
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,681
-50%
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,705
-49%
- Ishares TRPFF
- Share
- 0.2%
- Value
- $948,239
- Shares
- 31,100
-51%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.2%
- Value
- $849,929
- Shares
- 1,627
-50%
- Vanguard Intl Equity Index FVWO
- Share
- 0.2%
- Value
- $833,512
- Shares
- 13,964
-50%
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $623,541
- Shares
- 847
-51%
- Vaneck ETF TrustHYD
- Share
- 0.1%
- Value
- $602,461
- Shares
- 11,696
-52%
- Ishares TRIXN
- Share
- 0.1%
- Value
- $520,128
- Shares
- 3,600
-50%
- Ishares TRAOR
- Share
- 0.1%
- Value
- $490,740
- Shares
- 7,061
-50%
- Ishares TRAGG
- Share
- 0.1%
- Value
- $458,109
- Shares
- 4,628
-52%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 4.8% | $22m | 28,863 | -50% |
| AlphabetGOOGL | 3.4% | $16m | 43,406 | -51% |
| Cisco SystemsCSCO | 3.2% | $15m | 123,742 | -51% |
| AppleAAPL | 3.1% | $14m | 49,123 | -51% |
| MicrosoftMSFT | 3.0% | $14m | 36,953 | -50% |
| WalmartWMT | 2.7% | $12m | 107,734 | -51% |
| AbbVieABBV | 2.7% | $12m | 48,129 | -50% |
| Ishares TRIJR | 2.5% | $11m | 75,300 | -50% |
| JPMorgan ChaseJPM | 2.3% | $11m | 32,195 | -50% |
| FastenalFAST | 2.1% | $10m | 199,875 | -50% |
| Bank of New York MellonBNY | 2.0% | $9m | 63,884 | -51% |
| Berkshire HathawayBRK-B | 1.9% | $9m | 17,366 | -51% |
| MastercardMA | 1.9% | $9m | 16,607 | -50% |
| MerckMRK | 1.9% | $8m | 65,845 | -51% |
| IsharesIEMG | 1.8% | $8m | 100,742 | -51% |
| LindeLIN | 1.8% | $8m | 15,624 | -50% |
| Amazon.comAMZN | 1.8% | $8m | 33,369 | -50% |
| NvidiaNVDA | 1.7% | $8m | 38,473 | -51% |
| ExxonMobil HoldingsXOM | 1.6% | $7m | 52,945 | -50% |
| Snap-onSNA | 1.6% | $7m | 17,731 | -51% |
| Procter & GamblePG | 1.5% | $7m | 46,908 | -50% |
| XylemXYL | 1.5% | $7m | 57,009 | -49% |
| Ishares TRIEFA | 1.5% | $7m | 68,567 | -51% |
| Horton D RDHI | 1.4% | $7m | 40,067 | -50% |
| Labcorp HoldingsLH | 1.4% | $7m | 23,271 | -50% |
| McDonald'sMCD | 1.4% | $6m | 24,010 | -50% |
| NextEra EnergyNEE | 1.4% | $6m | 73,786 | -50% |
| Coca-ColaKO | 1.3% | $6m | 73,647 | -50% |
| Eli LillyLLY | 1.3% | $6m | 4,833 | -50% |
| Duke EnergyDUK | 1.3% | $6m | 45,624 | -50% |
| SyscoSYY | 1.3% | $6m | 68,451 | -49% |
| Lockheed MartinLMT | 1.3% | $6m | 11,177 | -50% |
| US BancorpUSB | 1.3% | $6m | 93,913 | -51% |
| Colgate-PalmoliveCL | 1.2% | $6m | 60,464 | -50% |
| Albemarle | 1.2% | $6m | 99,820 | Held |
| Thermo Fisher ScientificTMO | 1.2% | $6m | 10,974 | -49% |
| Ishares TRIWM | 1.2% | $5m | 18,027 | -51% |
| Abbott LaboratoriesABT | 1.2% | $5m | 59,474 | -50% |
| Tractor SupplyTSCO | 1.2% | $5m | 169,260 | -50% |
| State STR Spdr S&P 500 ETF TSPY | 1.2% | $5m | 6,971 | -50% |
| Lowe's CompaniesLOW | 1.1% | $5m | 22,745 | +1060% |
| PepsiCoPEP | 1.0% | $5m | 34,145 | -49% |
| Verizon CommunicationsVZ | 1.0% | $5m | 108,377 | -50% |
| Walt DisneyDIS | 1.0% | $5m | 47,627 | -51% |
| Vanguard Index FDSVTI | 1.0% | $5m | 12,380 | -50% |
| United Parcel ServiceUPS | 1.0% | $5m | 42,352 | -50% |
| ConocoPhillipsCOP | 1.0% | $4m | 41,367 | -50% |
| EquinixEQIX | 0.9% | $4m | 4,068 | -50% |
| MedtronicMDT | 0.9% | $4m | 51,201 | -49% |
| Select Sector Spdr TRXLE | 0.9% | $4m | 74,398 | -50% |
| Ishares TRIJH | 0.9% | $4m | 49,967 | -51% |
| General MillsGIS | 0.8% | $4m | 104,150 | -52% |
| CaterpillarCAT | 0.8% | $4m | 3,382 | -52% |
| Ishares Gold TRIAU | 0.8% | $4m | 46,825 | -50% |
| CintasCTAS | 0.8% | $3m | 20,270 | -50% |
| Omnicom GroupOMC | 0.7% | $3m | 46,043 | -51% |
| Home DepotHD | 0.7% | $3m | 8,805 | -50% |
| ComcastCMCSA | 0.7% | $3m | 125,131 | -49% |
| AdobeADBE | 0.6% | $3m | 13,584 | -51% |
| Ishares TRHYG | 0.6% | $3m | 31,823 | -50% |
| Vanguard Index FDSVB | 0.6% | $3m | 8,343 | -50% |
| Johnson & JohnsonJNJ | 0.5% | $2m | 9,613 | -50% |
| AccentureACN | 0.5% | $2m | 17,609 | -50% |
| AlphabetGOOG | 0.4% | $2m | 4,912 | -51% |
| Independent BankINDB | 0.3% | $1m | 17,011 | -50% |
| OracleORCL | 0.3% | $1m | 9,639 | -51% |
| Vanguard Tax-Managed FDSVEA | 0.3% | $1m | 19,498 | -50% |
| StrykerSYK | 0.3% | $1m | 4,354 | -50% |
| Vanguard Intl Equity Index FVEU | 0.3% | $1m | 15,681 | -50% |
| ChevronCVX | 0.3% | $1m | 7,720 | -50% |
| Invesco Exchange Traded FD TRSP | 0.2% | $1m | 4,705 | -49% |
| Ishares TRPFF | 0.2% | $948,239 | 31,100 | -51% |
| International Business MachinesIBM | 0.2% | $916,862 | 3,260 | -50% |
| State STR Spdr DOW Jones INDDIA | 0.2% | $849,929 | 1,627 | -50% |
| Vanguard Intl Equity Index FVWO | 0.2% | $833,512 | 13,964 | -50% |
| PaychexPAYX | 0.2% | $742,884 | 7,555 | -50% |
| Emerson ElectricEMR | 0.2% | $730,065 | 5,100 | -50% |
| Illinois Tool WorksITW | 0.2% | $697,813 | 2,580 | -50% |
| Waste ManagementWM | 0.2% | $688,700 | 3,090 | -50% |
| 3MMMM | 0.1% | $661,565 | 4,086 | -50% |
| Invesco QQQ TRQQQ | 0.1% | $623,541 | 847 | -51% |
| Vaneck ETF TrustHYD | 0.1% | $602,461 | 11,696 | -52% |
| Applied MaterialsAMAT | 0.1% | $574,785 | 795 | -50% |
| QualcommQCOM | 0.1% | $558,066 | 3,020 | -50% |
| TeslaTSLA | 0.1% | $532,059 | 1,265 | -50% |
| Ishares TRIXN | 0.1% | $520,128 | 3,600 | -50% |
| Ishares TRAOR | 0.1% | $490,740 | 7,061 | -50% |
| Ishares TRAGG | 0.1% | $458,109 | 4,628 | -52% |
| Southern CompanySO | <0.1% | $450,795 | 4,710 | -50% |
| PPG IndustriesPPG | <0.1% | $448,773 | 3,700 | -50% |
| AmgenAMGN | <0.1% | $447,943 | 1,237 | -50% |
| Marsh & McLennan CompaniesMRSH | <0.1% | $436,676 | 2,620 | -50% |
| NucorNUE | <0.1% | $431,244 | 1,936 | -50% |
| Bristol-Myers SquibbBMY | <0.1% | $383,750 | 6,660 | -50% |
| IntelINTC | <0.1% | $377,001 | 2,700 | New |
| DanaherDHR | <0.1% | $365,341 | 1,918 | -50% |
| Automatic Data ProcessingADP | <0.1% | $365,039 | 1,630 | -50% |
| General ElectricGE | <0.1% | $360,650 | 965 | -50% |
| MascoMAS | <0.1% | $325,480 | 4,000 | -50% |
| Kimberly-ClarkKMB | <0.1% | $324,371 | 2,955 | -50% |
Showing the largest 100 of 121.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 8.2% since 30 June 2025.
Where the money is
Technology13.1%
Health care11.8%
Industrials10.2%
Financial services10.1%
Everyday goods10.0%
Retail & consumer7.8%
Media & telecom7.3%
Utilities2.9%
Energy2.8%
Materials2.0%
Real estate1.0%
Other21.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.