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BOSTON RESEARCH & MANAGEMENT INC

13F
BOSTON RESEARCH & MANAGEMENT INC
Last update 2024-11-13 115 Stocks (6 new)
Value $426.00 Mil Turnover 2 %
Countries:
Portfolio Report
BOSTON RESEARCH & MANAGEMENT I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
32,465
18730.000
-0.03%
4.400
0%
0.000
+0.31%
-0.76%
581431.011
 
MSFT
Microsoft Corp
42,088
18110.000
-1.32%
4.250
-0.06%
0.000
+0.48%
-0.95%
3101757.911
Software
AAPL
Apple Inc
57,501
13400.000
-0.86%
3.150
-0.03%
0.000
+3.08%
-6.44%
3524877.666
Hardware
WMT
Walmart Inc
136,751
11040.000
-0.45%
2.590
-0.01%
0.000
+14.44%
+1.23%
735295.840
Retail - Defensive
TSCO
Tractor Supply Co
183,185
10660.000
+0.76%
2.500
+0.02%
0.030
-9.63%
+2.93%
29151.021
Retail - Cyclical
MA
Mastercard Inc
21,497
10620.000
-0.05%
2.490
0%
0.000
+0.68%
-3.97%
463422.064
Credit Services
ABBV
AbbVie Inc
52,238
10320.000
-0.33%
2.420
-0.01%
0.000
-8.13%
-0.41%
312324.381
Drug Manufacturers
BRK.B
Berkshire Hathaway Inc
19,843
9130.000
-0.04%
2.140
0%
0.000
-3.39%
-1.91%
957481.928
Insurance
XYL
Xylem Inc
65,706
8870.000
+1.91%
2.080
+0.04%
0.030
-15.43%
-0.52%
28094.125
Industrial Products
IJR
iShares Core S&P Small-Cap ETF
74,677
8730.000
+0.91%
2.050
+0.02%
0.010
-2.29%
-1.46%
86231.592
 

BOSTON RESEARCH & MANAGEMENT INC's Historical Top Holdings Breakdowns

BOSTON RESEARCH & MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CHRW
C.H. Robinson Worldwide Inc2023-03-31Reduce
-1.23%
90.01 ($98.45) 105.22
$103.57
5.20%
Reduce -89.18%
5,280
-43,509
SYY
Sysco Corp2023-06-30Add
+1.01%
69.52 ($74) 78.32
$73.71
-0.39%
Add 584.19%
56,035
47,845
INTC
Intel Corp2024-09-30Sold Out
-0.98%
18.89 ($24.97) 34.87
$19.20
-23.11%
Sold Out
0
-125,754
ADBE
Adobe Inc2024-09-30New Buy
+0.91%
508.13 ($548.46) 586.55
$408.50
-25.52%
New holding
7,499
7,499
MGA
Magna International Inc2024-09-30Sold Out
-0.70%
38.03 ($41.78) 45.82
$40.43
-3.23%
Sold Out
0
-66,360
IJH
iShares Core S&P Mid-Cap ETF2024-03-31Add
+0.59%
53.67 ($56.61) 60.74
$62.38
10.20%
Add 390.5%
49,501
39,409
FAST
Fastenal Co2024-03-31Reduce
-0.57%
61.98 ($70.71) 78.42
$72.89
3.08%
Reduce -23.75%
106,275
-33,095
DIA
SPDR Dow Jones Industrial Average ETF2023-12-31Add
+0.27%
324.19 ($349.44) 377.03
$423.00
21.05%
Add 373.24%
3,360
2,650
IVV
iShares Core S&P 500 ETF2023-03-31Reduce
-0.26%
379.54 ($399.43) 416.92
$584.27
46.28%
Reduce -5.98%
34,242
-2,176
AMZN
Amazon.com Inc2023-03-31Add
+0.21%
83.12 ($96.61) 112.91
$218.46
126.13%
Add 24.93%
33,571
6,700

BOSTON RESEARCH & MANAGEMENT INC Total Holding History ($B)

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BOSTON RESEARCH & MANAGEMENT INC's Asset Allocation

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BOSTON RESEARCH & MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BOSTON RESEARCH & MANAGEMENT INC's Hypothetical Growth since 2024-09-30

BOSTON RESEARCH & MANAGEMENT INC's Yearly Returns

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