Boston Research & Management Inc 13F Holdings · Q2 2026
Boston Research & Management Inc reported 121 securities worth $452.63M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (4.78%), GOOGL (3.43%), CSCO (3.21%). Among its top 25 positions this quarter: 3 added, 22 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $21.6M | 4.78% | 28,863 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $15.5M | 3.43% | 43,406 | Trimmed |
| 3 | CSCO | CISCO SYS INC | $14.5M | 3.21% | 123,742 | Trimmed |
| 4 | AAPL | APPLE INC | $14.2M | 3.14% | 49,123 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $13.8M | 3.05% | 36,953 | Added |
| 6 | WMT | WALMART INC | $12.2M | 2.70% | 107,734 | Trimmed |
| 7 | ABBV | ABBVIE INC | $12.1M | 2.68% | 48,129 | Trimmed |
| 8 | IJR | ISHARES TR | $11.2M | 2.47% | 75,300 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $10.5M | 2.33% | 32,195 | Trimmed |
| 10 | FAST | FASTENAL CO | $9.6M | 2.12% | 199,875 | Trimmed |
| 11 | BNY | BANK OF NY MELLON CORP | $9.2M | 2.04% | 63,884 | Trimmed |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.7M | 1.92% | 17,366 | Trimmed |
| 13 | MA | MASTERCARD INCORPORATED | $8.5M | 1.88% | 16,607 | Trimmed |
| 14 | MRK | MERCK & CO INC | $8.5M | 1.87% | 65,845 | Trimmed |
| 15 | IEMG | ISHARES INC | $8.3M | 1.84% | 100,742 | Trimmed |
| 16 | LIN | LINDE PLC | $8.1M | 1.79% | 15,624 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $8.0M | 1.76% | 33,369 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $7.7M | 1.70% | 38,473 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $7.2M | 1.60% | 52,945 | Trimmed |
| 20 | SNA | SNAP ON INC | $7.1M | 1.58% | 17,731 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $6.9M | 1.52% | 46,908 | Added |
| 22 | XYL | XYLEM INC | $6.7M | 1.49% | 57,009 | Added |
| 23 | IEFA | ISHARES TR | $6.6M | 1.46% | 68,567 | Trimmed |
| 24 | DHI | D R HORTON INC | $6.5M | 1.44% | 40,067 | Trimmed |
| 25 | LH | LABCORP HOLDINGS INC | $6.5M | 1.44% | 23,271 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR