Institutions / Boston Research & Management Inc
Boston Research & Management Inc
CIK 1259261 · Institution · as of Mar 31, 2026
Portfolio value
$421.0K
Positions
114
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$421.0K-2.9%Positions
114-5.0%Top holdings
Mar 31, 2026View all 114 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 ETF | $19.0K | 4.5% |
| Walmart Inc. | $13.7K | 3.3% |
| Microsoft Corp | $13.6K | 3.2% |
| Alphabet, Inc. - Class A | $12.7K | 3.0% |
| Apple Inc. | $12.6K | 3.0% |
| AbbVie Inc. | $10.5K | 2.5% |
| Cisco Systems, Inc. | $9.7K | 2.3% |
| J.P. Morgan Chase & Co. | $9.5K | 2.3% |
| iShares Core S&P SmallCap ETF | $9.4K | 2.2% |
| Fastenal Co | $9.3K | 2.2% |
| Exxon Mobil Corp. | $9.0K | 2.1% |
| Warren E. Buffett | $8.5K | 2.0% |
| Mastercard, Inc. | $8.4K | 2.0% |
| Merck & Co., Inc. | $8.0K | 1.9% |
| Linde PLC | $7.8K | 1.9% |
| Tractor Supply Co /De | $7.7K | 1.8% |
| Bank of New York Mellon Corp/The | $7.7K | 1.8% |
| Mcdonald'S Corp | $7.5K | 1.8% |
| iShares Core MSCI Emerging Mkt | $7.2K | 1.7% |
| Amazon.com Inc | $7.0K | 1.7% |
| Nextera Energy Inc | $6.9K | 1.6% |
| NVIDIA Corp | $6.8K | 1.6% |
| PROCTER & GAMBLE Co | $6.8K | 1.6% |
| Lockheed Martin Corp | $6.7K | 1.6% |
| Xylem Inc. | $6.7K | 1.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464287200 Common stock | $-1.8K | -3K -8.68% | 29,066 4.51% of portfolio | low |
| Q1 2026 as of | Trim | 57636q104 Common stock | $-1.2K | -2K -12.35% | 16,752 1.99% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-992 | -4K -7.30% | 49,674 2.99% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-861 | -2K -5.93% | 36,860 3.24% of portfolio | low |
| Q1 2026 as of | Add | 00724f101 Common stock | $836 | +3K +33.42% | 13,728 0.79% of portfolio | low |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $746 | +26K +26.82% | 122,976 0.84% of portfolio | low |
| Q1 2026 as of | Exit | 464287812 Common stock | $-702 | -11K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 30231g102 Common stock | $-653 | -4K -6.75% | 53,185 2.14% of portfolio | low |
| Q1 2026 as of | Exit | Yum! Brands Inc Common stock | $-653 | -4K -100.00% | 0 | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $630 | +685 +16.51% | 4,833 1.06% of portfolio | low |