StockDriftsStockDriftsTop 50 Boston Research & Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.78% | 28.9K | $21.6M | -0.70%(-203) | $239.67(+225.01%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.43% | 43.4K | $15.5M | -1.61%(-710) | $45.34(+660.37%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.21% | 123.7K | $14.5M | -1.42%(-1.78K) | $28.75(+294.89%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.14% | 49.1K | $14.2M | -1.11%(-551) | $61.95(+392.98%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.05% | 37.0K | $13.8M | +0.25%(+93) | $0.00 | 2026-06-30 | |
| WMT | WALMART INC | 2.7% | 107.7K | $12.2M | -2.17%(-2.39K) | $20.25(+467.59%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.68% | 48.1K | $12.1M | -0.46%(-224) | $56.97(+337.81%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.47% | 75.3K | $11.2M | -0.56%(-427) | $73.43(+104.23%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.33% | 32.2K | $10.5M | -0.52%(-168) | $139.13(+162.14%) | 2026-06-30 | |
| FAST | FASTENAL CO | 2.12% | 199.9K | $9.6M | -0.74%(-1.50K) | $12.15(+320.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.61% | +42.80% | +8.53% | +50.55% |
| Top 20 Holdings Unweighted | +12.11% | +40.92% | +8.23% | +48.49% |
Boston Research & Management INC reports $452.63M in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.8%), GOOGL (3.4%) and CSCO (3.2%). The top 20 holdings account for 47.89% of reported assets. Its disclosed equity book has returned +42.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boston Research & Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1259261). View Boston Research & Management INC’s 13F filings on SEC