account_balance
Investment manager · 13F filer · SEC CIK 1259261
Boston Research & Management Inc
Reported value$453Mas of Sep 30, 2026
Positions121 3 new, 3 sold out
Top 10 weight30.6%IVV alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.9%
MSFTMicrosoft Corp
4.2%
AAPLApple Inc.
3.6%
GOOGLAlphabet Inc.
3.3%
CSCOCisco Systems, Inc.
2.9%Trimmed −2%
ABBVAbbVie Inc.
2.7%Trimmed −2%
WMTWalmart Inc.
2.5%
JPMJPMorgan Chase & Co
2.3%Trimmed −3%
IJRiShares Tr
2.2%
FASTFastenal Co
2.1%
MRKMerck & Co., Inc.
2.1%
MAMastercard Inc
2.0%
IVViShares Tr
4.9%
MSFTMicrosoft Corp
4.2%
AAPLApple Inc.
3.6%
GOOGLAlphabet Inc.
3.3%
CSCOCisco Systems, Inc.
2.9%−2%
ABBVAbbVie Inc.
2.7%
WMTWalmart Inc.
2.5%
JPMJPMorgan Chase & Co
2.3%
IJRiShares Tr
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 4.9% Held
MSFT Microsoft Corp 4.2% HeldAAPL Apple Inc. 3.6% HeldGOOGL Alphabet Inc. 3.3% HeldCSCO Cisco Systems, Inc. 2.9% Trimmed −2%ABBV AbbVie Inc. 2.7% Trimmed −2%WMT Walmart Inc. 2.5% HeldJPM JPMorgan Chase & Co 2.3% Trimmed −3%IJR iShares Tr 2.2% Held
FAST Fastenal Co 2.1% HeldMRK Merck & Co., Inc. 2.1% HeldMA Mastercard Inc 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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