BR

BOSTON RESEARCH & MANAGEMENT INC

13F
BOSTON RESEARCH & MANAGEMENT INC
Last update 2024-08-13 114 Stocks (1 new)
Value $396.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(4.82%)IVV(4.49%)AAPL(3.09%)TSCO(2.48%)MA(2.40%)
Portfolio Report
Summary Stock Picks Current Portfolio
BOSTON RESEARCH & MANAGEMENT I... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
42,652
19060.000
-1.94%
4.820
-0.09%
0.000
+4.32%
+10.02%
3059156.044
Software
IVV 		iShares Core S&P 500 ETF
32,475
17770.000
-0.82%
4.490
-0.03%
-
+11.39%
+21.32%
545905.122
 
AAPL 		Apple Inc
57,999
12220.000
-1.40%
3.090
-0.03%
0.000
+6.90%
+16.50%
3377630.649
Hardware
TSCO 		Tractor Supply Co
36,362
9820.000
-3.33%
2.480
-0.08%
0.030
+8.27%
+30.08%
29794.462
Retail - Cyclical
MA 		Mastercard Inc
21,507
9490.000
-1.43%
2.400
-0.04%
0.000
+14.53%
+19.22%
464018.655
Credit Services
GOOGL 		Alphabet Inc
51,952
9460.000
-3.22%
2.390
-0.06%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
WMT 		Walmart Inc
137,368
9300.000
-2.30%
2.350
-0.05%
0.000
+24.16%
+60.79%
672640.858
Retail - Defensive
ABBV 		AbbVie Inc
52,413
8990.000
-1.18%
2.270
-0.03%
0.000
+10.27%
+34.90%
356396.860
Drug Manufacturers
XYL 		Xylem Inc
64,476
8740.000
-1.78%
2.210
-0.04%
0.030
-2.82%
+7.79%
29702.419
Industrial Products
BRK.B 		Berkshire Hathaway Inc
19,850
8080.000
-1.24%
2.040
-0.03%
0.000
+7.58%
+24.79%
959232.641
Insurance

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
MGA 		Magna International Inc2024-06-30Add
+0.11%
●
41.55 ($46.75) 53.33
$42.58
-8.92%
Add 18.47%
66,360
10,345
MSFT 		Microsoft Corp2024-06-30Reduce
-0.09%
●
389.33 ($422.32) 452.85
$411.46
-2.57%
Reduce -1.94%
42,652
-844
TSCO 		Tractor Supply Co2024-06-30Reduce
-0.08%
●
241.97 ($268.75) 289.98
$276.21
2.78%
Reduce -3.33%
36,362
-1,251
GOOGL 		Alphabet Inc2024-06-30Reduce
-0.06%
●
150.53 ($168.57) 185.41
$169.74
0.69%
Reduce -3.22%
51,952
-1,729
ACN 		Accenture PLC2024-06-30Add
+0.05%
●
281.76 ($306.33) 339.17
$345.49
12.78%
Add 3.42%
18,402
608
TXN 		Texas Instruments Inc2024-06-30New Buy
+0.05%
●
159.68 ($184.76) 202.54
$202.46
9.58%
New holding
1,060
1,060
WMT 		Walmart Inc2024-06-30Reduce
-0.05%
●
58.85 ($62.97) 68.9
$83.68
32.89%
Reduce -2.3%
137,368
-3,235
ODFL 		Old Dominion Freight Line Inc2024-06-30Sold Out
-0.05%
●
168.53 ($188.59) 224.69
$207.01
9.77%
Sold Out
0
-980
CLX 		Clorox Co2024-06-30Sold Out
-0.05%
●
128.21 ($138.87) 151.65
$162.42
16.96%
Sold Out
0
-1,375
WOR 		Worthington Enterprises Inc2024-06-30Sold Out
-0.05%
●
47 ($56.48) 61.59
$39.31
-30.40%
Sold Out
0
-3,500

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

To

BOSTON RESEARCH & MANAGEMENT INC's Asset Allocation

To

BOSTON RESEARCH & MANAGEMENT INC Past Portfolios

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

Top Ranked Articles

  • 1

BOSTON RESEARCH & MANAGEMENT INC's Hypothetical Growth since 2024-06-30

BOSTON RESEARCH & MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

BOSTON RESEARCH & MANAGEMENT INC's Holdings Heat Map

Size field:

BOSTON RESEARCH & MANAGEMENT INC's Holdings Bubble Chart

BOSTON RESEARCH & MANAGEMENT INC News

  • 1

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