Boston Research & Management Inc reported 94 positions worth $361.17M for the quarter ended Jun 30, 2026, up 49.0% on the prior quarter. It opened 23 new positions, added to 10, trimmed 26 and exited 0. Its largest holding is Alphabet Inc. at 4.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | +43.4K | – | $15.51M | 4.29% |
| CSCO Cisco Systems, Inc. | +123.7K | – | $14.53M | 4.02% |
| ABBV AbbVie Inc. | +48.1K | – | $12.11M | 3.35% |
| JPM Jpmorgan Chase & Co | +32.2K | – | $10.54M | 2.92% |
| MA Mastercard Inc | +16.6K | – | $8.53M | 2.36% |
| LIN Linde Plc | +15.6K | – | $8.11M | 2.24% |
| XOM ExxonMobil Holdings Corp | +52.9K | – | $7.24M | 2% |
| XYL Xylem Inc. | +57.0K | – | $6.74M | 1.87% |
| DHI Horton D R Inc | +40.1K | – | $6.53M | 1.81% |
| DUK Duke Energy CORP | +45.6K | – | $5.78M | 1.6% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WMT Walmart Inc. | -2,390 | -2.2% | $270.69K | 3.38% |
| AAPL Apple Inc. | -551 | -1.1% | $159.44K | 3.94% |
| BRK-B Berkshire Hathaway Inc | -306 | -1.7% | $153.12K | 2.41% |
| GIS General Mills Inc | -3,722 | -3.5% | $129.53K | 1% |
| CAT Caterpillar Inc | -120 | -3.4% | $127.79K | 0.997% |
| NVDA Nvidia Corp | -572 | -1.5% | $114.45K | 2.13% |
| BNY Bank of New York Mellon Corp | -755 | -1.2% | $109.18K | 2.56% |
| MRK Merck & Co., Inc. | -727 | -1.1% | $93.42K | 2.34% |
| SNA Snap-on Inc | -223 | -1.2% | $89.74K | 1.98% |
| OMC Omnicom Group Inc. | -1,005 | -2.1% | $73.19K | 0.928% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GOOGL Alphabet Inc. | +43.4K | $15.51M | 4.29% |
| CSCO Cisco Systems, Inc. | +123.7K | $14.53M | 4.02% |
| ABBV AbbVie Inc. | +48.1K | $12.11M | 3.35% |
| JPM Jpmorgan Chase & Co | +32.2K | $10.54M | 2.92% |
| MA Mastercard Inc | +16.6K | $8.53M | 2.36% |
| LIN Linde Plc | +15.6K | $8.11M | 2.24% |
| XOM ExxonMobil Holdings Corp | +52.9K | $7.24M | 2% |
| XYL Xylem Inc. | +57.0K | $6.74M | 1.87% |
| DHI Horton D R Inc | +40.1K | $6.53M | 1.81% |
| DUK Duke Energy CORP | +45.6K | $5.78M | 1.6% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 43.4K | $15.51M | 4.29% | +43.4K | – | New | 0% |
| 2 | CSCO Cisco Systems, Inc. | Technology | 123.7K | $14.53M | 4.02% | +123.7K | – | New | 0% |
| 3 | AAPL Apple Inc. | Technology | 49.1K | $14.21M | 3.94% | -551 | -1.1% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 37.0K | $13.78M | 3.82% | +93 | +0.3% | Added | 0% |
| 5 | WMT Walmart Inc. | Consumer Staples | 107.7K | $12.20M | 3.38% | -2,390 | -2.2% | Reduced | 0% |
| 6 | ABBV AbbVie Inc. | Healthcare | 48.1K | $12.11M | 3.35% | +48.1K | – | New | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 32.2K | $10.54M | 2.92% | +32.2K | – | New | 0% |
| 8 | FAST Fastenal Co | Industrials | 199.9K | $9.60M | 2.66% | -1,495 | -0.7% | Reduced | 0.02% |
| 9 | BNY Bank of New York Mellon Corp | Financial Services | 63.9K | $9.24M | 2.56% | -755 | -1.2% | Reduced | 0.01% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 17.4K | $8.69M | 2.41% | -306 | -1.7% | Reduced | 0% |
| 11 | MA Mastercard Inc | Financial Services | 16.6K | $8.53M | 2.36% | +16.6K | – | New | 0% |
| 12 | MRK Merck & Co., Inc. | Healthcare | 65.8K | $8.46M | 2.34% | -727 | -1.1% | Reduced | 0% |
| 13 | LIN Linde Plc | Basic Materials | 15.6K | $8.11M | 2.24% | +15.6K | – | New | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 33.4K | $7.95M | 2.2% | -215 | -0.6% | Reduced | 0% |
| 15 | NVDA Nvidia Corp | Technology | 38.5K | $7.70M | 2.13% | -572 | -1.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Boston Research & Management.
As of its Q2 2026 13F filing, Boston Research & Management Inc’s five largest positions were Alphabet Inc. (GOOGL) at 4.3%, Cisco Systems, Inc. (CSCO) at 4.0%, Apple Inc. (AAPL) at 3.9%, Microsoft Corp (MSFT) at 3.8%, Walmart Inc. (WMT) at 3.4% of the reported portfolio.
Boston Research & Management Inc reported a 13F portfolio worth $361.17M across 94 positions for Q2 2026. That is up 49.0% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($15.51M), Cisco Systems, Inc. ($14.53M), AbbVie Inc. ($12.11M). It opened 23 new positions.
Its largest sales by value were Walmart Inc. ($270.69K), Apple Inc. ($159.44K), Berkshire Hathaway Inc ($153.12K). It exited 0 positions entirely.
From the Form 13F-HR reports Boston Research & Management Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.