Top 50 Boston Research & Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 4.51% | 29.1K | $19.0M | -8.68%(-2.76K) | $239.67(+211.16%) | 2026-03-31 | |
| WMT | Wal-Mart Stores | 3.25% | 110.1K | $13.7M | -2.11%(-2.37K) | $6460.67(-97.97%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.24% | 36.9K | $13.6M | -5.93%(-2.33K) | $22259.17(-98.18%) | 2026-03-31 | |
| AAPL | Apple Inc. | 2.99% | 49.7K | $12.6M | -7.30%(-3.91K) | $61.95(+382.47%) | 2026-03-31 | |
| IJR | iShares Core S&P SmallCap ETF | 2.24% | 75.7K | $9.4M | -0.38%(-291) | $11829.85(-98.86%) | 2026-03-31 | |
| FAST | Fastenal Co | 2.22% | 201.4K | $9.3M | -0.74%(-1.50K) | $189.56(-76.91%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc. Class | 2.01% | 17.7K | $8.5M | -2.39%(-433) | $105407.31(-99.54%) | 2026-03-31 | |
| MRK | Merck & Co. Inc. | 1.9% | 66.6K | $8.0M | +0.88%(+578) | $2178.34(-94.79%) | 2026-03-31 | |
| TSCO | Tractor Supply Co | 1.82% | 169.5K | $7.7M | +1.68%(+2.79K) | $15.54(+92.12%) | 2026-03-31 | |
| BK | Bank of New York Mellon Corp | 1.82% | 64.6K | $7.7M | -0.29%(-185) | $10039.24(-98.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.94% | +36.54% |
| Top 20 Holdings Unweighted | +10.62% | +35.38% |
Sign up free to track Boston Research & Management Inc, compare funds side by side, and get alerts the moment positions change.