Boston Research & Management Inc
122 holdingsFiling period: 2026-06-30Current AUM: $480.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 28.9K | $21.6M | $22.3M | 4.64% | -203 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 43.4K | $15.5M | $14.8M | 3.07% | -- | 2026-06-30 |
| 3 | CSCO | Cisco Sys Inc | 123.7K | $14.5M | $13.2M | 2.75% | -- | 2026-06-30 |
| 4 | AAPL | Apple Inc | 49.1K | $14.2M | $16.7M | 3.47% | -551 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 37.0K | $13.8M | $19.7M | 4.09% | +93 | 2026-06-30 |
| 6 | WMT | Walmart Inc | 107.7K | $12.2M | $12.7M | 2.64% | -2,390 | 2026-06-30 |
| 7 | ABBV | Abbvie Inc | 48.1K | $12.1M | $13.9M | 2.89% | -- | 2026-06-30 |
| 8 | IJR | iShares TR | 75.3K | $11.2M | $10.4M | 2.16% | -427 | 2026-06-30 |
| 9 | JPM | JPMorgan Chase & Co | 32.2K | $10.5M | $10.8M | 2.25% | -- | 2026-06-30 |
| 10 | FAST | Fastenal Co | 199.9K | $9.6M | $10.3M | 2.15% | -1,495 | 2026-06-30 |
| 11 | BK | Bank of NY Mellon Corp | 63.9K | $9.2M | $9.2M | 1.92% | -755 | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc Del | 17.4K | $8.7M | $8.7M | 1.81% | -306 | 2026-06-30 |
| 13 | MA | Mastercard Incorporated | 16.6K | $8.5M | $10.3M | 2.14% | -- | 2026-06-30 |
| 14 | MRK | Merck & Co Inc | 65.8K | $8.5M | $9.8M | 2.03% | -727 | 2026-06-30 |
| 15 | IEMG | iShares Inc | 100.7K | $8.3M | $7.8M | 1.62% | -- | 2026-06-30 |
| 16 | — | Linde PLC | 15.6K | $8.1M | $8.1M | 1.69% | -- | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 33.4K | $8.0M | $8.8M | 1.82% | -215 | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 38.5K | $7.7M | $8.3M | 1.73% | -572 | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 52.9K | $7.2M | $9.4M | 1.96% | -- | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 52.9K | $7.2M | $9.4M | 1.96% | -- | 2026-06-30 |
| 21 | SNA | Snap on Inc | 17.7K | $7.1M | $6.5M | 1.35% | -223 | 2026-06-30 |
| 22 | PG | Procter & Gamble Co | 46.9K | $6.9M | $7.5M | 1.55% | +111 | 2026-06-30 |
| 23 | XYL | Xylem Inc | 57.0K | $6.7M | $6.0M | 1.25% | -- | 2026-06-30 |
| 24 | IEFA | iShares TR | 68.6K | $6.6M | $6.6M | 1.38% | -- | 2026-06-30 |
| 25 | DHI | D R Horton Inc | 40.1K | $6.5M | $5.6M | 1.17% | -- | 2026-06-30 |
← Scroll →
Page 1 of 5