Q2 2026 13F · SEC CIK 1259261

Boston Research & Management Inc

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $452.6M
Reported positions: 121
Top holdings a year, 3 yrs: +15.4%
Assets under management: $676.2M

Boston Research & Management Inc is a wealth manager that reported 121 positions worth $452.6M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares Tr (IVV, 4.8%), Alphabet Inc (GOOGL, 3.4%), Cisco Sys Inc (CSCO, 3.2%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Boston Research & Management Inc holdings largest 50 of 121 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boston Research & Management Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	4.8%	4.5%	28,863	-0.7%	$21.6M
GOOGLAlphabet Inc	3.4%	3.0%	43,406	-1.6%	$15.5M
CSCOCisco Sys Inc	3.2%	2.3%	123,742	-1.4%	$14.5M
AAPLApple Inc	3.1%	3.0%	49,123	-1.1%	$14.2M
MSFTMicrosoft Corp	3.0%	3.2%	36,953	+0.3%	$13.8M
WMTWalmart Inc	2.7%	3.3%	107,734	-2.2%	$12.2M
ABBVAbbvie Inc	2.7%	2.5%	48,129	-0.5%	$12.1M
IJRIshares Tr	2.5%	2.2%	75,300	-0.6%	$11.2M
JPMJpmorgan Chase & Co	2.3%	2.3%	32,195	-0.5%	$10.5M
FASTFastenal Co	2.1%	2.2%	199,875	-0.7%	$9.6M
BNYBank of Ny Mellon Corp	2.0%	1.8%	63,884	-1.2%	$9.2M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.0%	17,366	-1.7%	$8.7M
MAMastercard Incorporated	1.9%	2.0%	16,607	-0.9%	$8.5M
MRKMerck & Co Inc	1.9%	1.9%	65,845	-1.1%	$8.5M
IEMGIshares Inc	1.8%	1.7%	100,742	-2.5%	$8.3M
LINLinde PLC	1.8%	1.9%	15,624	-0.9%	$8.1M
AMZNAmazon Com Inc	1.8%	1.7%	33,369	-0.6%	$8.0M
NVDANvidia Corporation	1.7%	1.6%	38,473	-1.5%	$7.7M
XOMExxon Mobil Corp	1.6%	2.1%	52,945	-0.5%	$7.2M
SNASnap on Inc	1.6%	1.5%	17,731	-1.2%	$7.1M
PGProcter & Gamble Co	1.5%	1.6%	46,908	+0.2%	$6.9M
XYLXylem Inc	1.5%	1.6%	57,009	+1.6%	$6.7M
IEFAIshares Tr	1.5%	1.5%	68,567	-1.4%	$6.6M
DHID R Horton Inc	1.4%	1.3%	40,067	-0.6%	$6.5M
LHLabcorp Holdings Inc	1.4%	1.5%	23,271	-0.2%	$6.5M
MCDMcdonalds Corp	1.4%	1.8%	24,010	-0.4%	$6.5M
NEENextera Energy Inc	1.4%	1.6%	73,786	-0.3%	$6.5M
KOCoca Cola Co	1.3%	1.3%	73,647	-0.6%	$6.0M
LLYEli Lilly & Co	1.3%	1.1%	4,833	+0.0%	$5.8M
DUKDuke Energy Corp New	1.3%	1.4%	45,624	-0.2%	$5.8M
SYYSysco Corp	1.3%	1.1%	68,451	+1.2%	$5.7M
LMTLockheed Martin Corp	1.3%	1.6%	11,177	+0.1%	$5.7M
USBUS Bancorp	1.3%	1.2%	93,913	-1.2%	$5.7M
CLColgate Palmolive Co	1.2%	1.2%	60,464	-0.3%	$5.5M
012653200Albemarle Corp	1.2%	—	99,820	—	$5.5M
TMOThermo Fisher Scientific Inc	1.2%	1.3%	10,974	+1.5%	$5.5M
IWMIshares Tr	1.2%	1.1%	18,027	-2.5%	$5.4M
ABTAbbott Laboratories	1.2%	1.5%	59,474	-0.3%	$5.4M
TSCOTractor Supply Co	1.2%	1.8%	169,260	-0.1%	$5.4M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.1%	6,971	-0.5%	$5.2M
LOWLowes Cos Inc	1.1%	—	22,745	—	$5.0M
PEPPepsico Inc	1.0%	1.2%	34,145	+1.2%	$4.6M
VZVerizon Communications Inc	1.0%	1.3%	108,377	+0.4%	$4.6M
DISDisney Walt Co	1.0%	1.1%	47,627	-1.6%	$4.6M
VTIVanguard Index Fds	1.0%	0.9%	12,380	+0.0%	$4.6M
UPSUnited Parcel Svcs Inc	1.0%	1.0%	42,352	-0.2%	$4.6M
COPConocophillips	0.9%	1.3%	41,367	-0.5%	$4.3M
EQIXEquinix Inc	0.9%	1.0%	4,068	-0.9%	$4.2M
MDTMedtronic PLC	0.9%	1.0%	51,201	+1.3%	$4.0M
XLESelect Sector Spdr Tr	0.9%	1.1%	74,398	-0.4%	$4.0M

What Boston Research & Management Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

No position shrank by more than 5%.

Left the top 50

IAU Ishares Gold Trwas 1.0%
GIS General Mills Incwas 1.0%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$452.6M	121
Q1 2026	$421.0M	114
Q4 2025	$433.7M	120
Q3 2025	$453.4M	119
Q2 2025	$418.4M	116
Q1 2025	$402.7M	116
Q4 2024	$407.4M	115
Q3 2024	$425.7M	115
Q2 2024	$395.5M	113
Q1 2024	$404.6M	115
Q4 2023	$376.7M	113
Q3 2023	$338.3M	114

Questions about Boston Research & Management Inc's portfolio

What stocks does Boston Research & Management Inc own?

Boston Research & Management Inc's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 121 positions worth $452.6M. The largest are Ishares Tr (IVV) at 4.8%, Alphabet Inc (GOOGL) at 3.4%, Cisco Sys Inc (CSCO) at 3.2%, Apple Inc (AAPL) at 3.1% and Microsoft Corp (MSFT) at 3.0%.

What did Boston Research & Management Inc buy last quarter?

Boston Research & Management Inc opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Boston Research & Management Inc sell last quarter?

In Q2 2026, Boston Research & Management Inc cut from its top 50 Ishares Gold Tr (IAU) and cut from its top 50 General Mills Inc (GIS), compared with its Q1 2026 filing.

How has Boston Research & Management Inc's portfolio performed?

A portfolio copying Boston Research & Management Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.8% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is Boston Research & Management Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boston Research & Management Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boston Research & Management Inc manage?

Boston Research & Management Inc reported $676.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $452.6M.