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Boston Research & Management Inc

Portfolio Manager
Boston Research & Management Inc
Performance
-5.42% (2026 Q1)
AUM (13F)
$420.99M
# of Holdings
114
Performance Rank
Allocation (Top 20)
41.73%

Boston Research & Management Inc Holdings Map

Top 50 Boston Research & Management Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
iShares Core S&P 500 ETF
4.51%29.1K$19.0M
-8.68%(-2.76K)
2025-Q1: 30.5K shares2025-Q2: 29.6K shares2025-Q3: 29.4K shares2025-Q4: 31.8K shares2026-Q1: 29.1K shares
$239.67(+211.16%)
2026-03-31
WMT
Wal-Mart Stores
3.25%110.1K$13.7M
-2.11%(-2.37K)
2025-Q1: 131.4K shares2025-Q2: 129.5K shares2025-Q3: 128.9K shares2025-Q4: 112.5K shares2026-Q1: 110.1K shares
$6460.67(-97.97%)
2026-03-31
MSFT
Microsoft Corp
3.24%36.9K$13.6M
-5.93%(-2.33K)
2025-Q1: 42.0K shares2025-Q2: 41.4K shares2025-Q3: 41.5K shares2025-Q4: 39.2K shares2026-Q1: 36.9K shares
$22259.17(-98.18%)
2026-03-31
AAPL
Apple Inc.
2.99%49.7K$12.6M
-7.30%(-3.91K)
2025-Q1: 56.5K shares2025-Q2: 57.2K shares2025-Q3: 58.1K shares2025-Q4: 53.6K shares2026-Q1: 49.7K shares
$61.95(+382.47%)
2026-03-31
IJR
iShares Core S&P SmallCap ETF
2.24%75.7K$9.4M
-0.38%(-291)
2025-Q1: 73.8K shares2025-Q2: 76.2K shares2025-Q3: 76.1K shares2025-Q4: 76.0K shares2026-Q1: 75.7K shares
$11829.85(-98.86%)
2026-03-31
FAST
Fastenal Co
2.22%201.4K$9.3M
-0.74%(-1.50K)
2025-Q1: 106.7K shares2025-Q2: 211.3K shares2025-Q3: 209.7K shares2025-Q4: 202.9K shares2026-Q1: 201.4K shares
$189.56(-76.91%)
2026-03-31
BRK.B
Berkshire Hathaway Inc. Class
2.01%17.7K$8.5M
-2.39%(-433)
2025-Q1: 19.0K shares2025-Q2: 18.9K shares2025-Q3: 19.0K shares2025-Q4: 18.1K shares2026-Q1: 17.7K shares
$105407.31(-99.54%)
2026-03-31
MRK
Merck & Co. Inc.
1.9%66.6K$8.0M
+0.88%(+578)
2025-Q1: 62.9K shares2025-Q2: 67.4K shares2025-Q3: 67.6K shares2025-Q4: 66.0K shares2026-Q1: 66.6K shares
$2178.34(-94.79%)
2026-03-31
TSCO
Tractor Supply Co
1.82%169.5K$7.7M
+1.68%(+2.79K)
2025-Q1: 175.0K shares2025-Q2: 176.6K shares2025-Q3: 175.0K shares2025-Q4: 166.7K shares2026-Q1: 169.5K shares
$15.54(+92.12%)
2026-03-31
BK
Bank of New York Mellon Corp
1.82%64.6K$7.7M
-0.29%(-185)
2025-Q1: 88.5K shares2025-Q2: 86.5K shares2025-Q3: 84.3K shares2025-Q4: 64.8K shares2026-Q1: 64.6K shares
$10039.24(-98.66%)
2026-03-31

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