AI Portfolio Summary
In 2025 Q4, BOSTON RESEARCH & MANAGEMENT INC maintained a portfolio of 124 distinct positions. They heavily accumulated shares in iShares Core S&P 500, increasing their position by 8.2%. Conversely, BOSTON RESEARCH & MANAGEMENT INC completely exited their position in VanEck Vectors Biote.
Total Positions
124
Quarter
2025 Q4
Top Holding
IVV (5.0%)
Top 10 Concentration
30.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 124
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
iShares Core S&...
|
ETF | 5.03% | 4.34% |
#1
1
Prev: #2
|
6.0 | 2,403 | 8.2% |
P
S
|
31,827 | $21,799,000 |
$235.79
+192.2%
|
2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
MSFT
Microsoft Corp
|
Technology | 4.37% | 4.75% |
#2
1
Prev: #1
|
3.7 | -2,362 | -5.7% |
P
S
|
39,185 | $18,950,000 |
$21.77
+2066.7%
|
2003 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
AAPL
Apple Inc.
|
Technology | 3.36% | 3.27% |
#3
Prev: #3
|
2.8 | -4,556 | -7.8% |
P
S
|
53,583 | $14,567,000 |
$78.61
+239.7%
|
2007 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
GOOGL
Alphabet, Inc. ...
|
Communication Services | 3.29% | 2.73% |
#4
1
Prev: #5
|
2.3 | -5,181 | -10.2% |
P
S
|
45,649 | $14,288,000 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
Wal-Mart Stores
|
Consumer Defensive | 2.89% | 2.93% |
#5
1
Prev: #4
|
2.2 | -16,427 | -12.7% |
P
S
|
112,494 | $12,532,000 | 2003 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
AbbVie Inc.
|
Healthcare | 2.56% | 2.61% |
#6
Prev: #6
|
1.5 | -2,450 | -4.8% |
P
S
|
48,688 | $11,124,000 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
Mastercard, Inc...
|
Financial Services | 2.52% | 2.56% |
#7
Prev: #7
|
1.5 | -1,314 | -6.4% |
P
S
|
19,112 | $10,911,000 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
J.P. Morgan Cha...
|
Financial Services | 2.46% | 2.40% |
#8
Prev: #8
|
1.5 | -1,479 | -4.3% |
P
S
|
33,055 | $10,651,000 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
Cisco Systems, ...
|
Technology | 2.24% | 2.18% |
#9
2
Prev: #11
|
1.4 | -18,390 | -12.7% |
P
S
|
126,314 | $9,730,000 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
iShares Core S&...
|
ETF | 2.11% | 2.00% |
#10
5
Prev: #15
|
1.3 | -108 | -0.1% |
P
S
|
76,018 | $9,135,000 | 2006 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 2.10% | 2.11% |
#11
1
Prev: #12
|
1.3 | -901 | -4.7% |
P
S
|
18,105 | $9,100,000 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSCO
Tractor Supply ...
|
Consumer Cyclical | 1.92% | 2.19% |
#12
2
Prev: #10
|
1.3 | -8,305 | -4.7% |
P
S
|
166,680 | $8,335,000 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FAST
Fastenal Co
|
Industrials | 1.88% | 2.27% |
#13
4
Prev: #9
|
1.3 | -6,847 | -3.3% |
P
S
|
202,870 | $8,141,000 | 2009 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XYL
Xylem Inc.
|
Industrials | 1.81% | 2.10% |
#14
1
Prev: #13
|
1.2 | -7,029 | -10.9% |
P
S
|
57,645 | $7,850,000 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 1.78% | 1.73% |
#15
2
Prev: #17
|
1.2 | -2,233 | -6.2% |
P
S
|
33,539 | $7,741,000 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BK
Bank of New Yor...
|
Financial Services | 1.74% | 2.03% |
#16
2
Prev: #14
|
0.7 | -19,438 | -23.1% |
P
S
|
64,824 | $7,525,000 | 2011 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
McDonald's Corp
|
Consumer Cyclical | 1.70% | 1.68% |
#17
1
Prev: #18
|
1.2 | -847 | -3.4% |
P
S
|
24,172 | $7,387,000 | 2007 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
Nvidia
|
Technology | 1.69% | 1.66% |
#18
3
Prev: #21
|
1.2 | -1,161 | -2.9% |
P
S
|
39,188 | $7,308,000 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
Abbott Laborato...
|
Healthcare | 1.64% | 1.75% |
#19
3
Prev: #16
|
1.2 | -2,616 | -4.4% |
P
S
|
56,721 | $7,106,000 | 2003 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
iShares Core MS...
|
ETF | 1.61% | 1.56% |
#20
3
Prev: #23
|
1.1 | -3,108 | -2.9% |
P
S
|
103,881 | $6,982,000 | 2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
Merck & Co. Inc...
|
Healthcare | 1.60% | 1.25% |
#21
10
Prev: #31
|
1.1 | -1,621 | -2.4% |
P
S
|
65,994 | $6,946,000 | 2003 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 1.58% | 1.40% |
#22
4
Prev: #26
|
1.1 | 815 | 1.4% |
P
S
|
57,036 | $6,863,000 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 1.56% | 1.67% |
#23
4
Prev: #19
|
1.1 | -2,256 | -4.6% |
P
S
|
47,170 | $6,759,000 | 2003 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
Linde PLC
|
Basic Materials | 1.51% | 1.67% |
#24
4
Prev: #20
|
1.1 | -612 | -3.8% |
P
S
|
15,330 | $6,536,000 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNA
Snap-On Inc.
|
Industrials | 1.44% | 1.45% |
#25
Prev: #25
|
1.1 | -818 | -4.3% |
P
S
|
18,124 | $6,245,000 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BBH
VanEck Vectors ...
|
ETF | 0.00% | 0.38% |
Sold All 😨
(Was: #63) |
0.0 | -10,446 | -100.0% |
CLOSED
|
— | $— | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBB
iShares Nasdaq ...
|
ETF | 0.00% | 0.35% |
Sold All 😨
(Was: #66) |
0.0 | -10,978 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HPQ
HP Inc.
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #114) |
0.0 | -8,680 | -100.0% |
CLOSED
|
— | $— | 2003 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANET
Arista Networks...
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #115) |
0.0 | -1,600 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 124 holdings