Boston Research & Management Inc holds a diversified book of 121 stocks worth $439.9M as of Q3 2026 (disclosed Aug 27, 2026, a ~0-day 13F lag). This quarter they opened Ishares US Consumer Staples and trimmed Tractor Supply Company. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Boston Research & Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.3T |
| FMR LLC | 80 / 80 | $711.9B |
| MORGAN STANLEY | 80 / 80 | $586.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $541.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $421.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $183.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $173.0B |
| UBS Group AG | 80 / 80 | $159.7B |
Ranked by how many of Boston Research & Management Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $21.8M | 31.8K | 5.0% | ▲+10% Added · +3K sh | |
| 2 | Microsoft Corp COM | $19.0M | 39.2K | 4.3% | ▲+6.0% Added · +2K sh | |
| 3 | Apple Inc COM | $14.6M | 53.6K | 3.3% | ▲+9.1% Added · +4K sh | |
| 4 | Alphabet Inc CAP STK CL A | $14.3M | 45.6K | 3.2% | ▲+5.2% Added · +2K sh | |
| 5 | Walmart Inc COM | $12.5M | 112.5K | 2.8% | ▲+4.4% Added · +5K sh | |
| 6 | Abbvie Inc COM | $11.1M | 48.7K | 2.5% | ▲+1.2% Added · +559 sh | |
| 7 | Mastercard Incorporated CL A | $10.9M | 19.1K | 2.5% | ▲+15% Added · +3K sh | |
| 8 | JPMorgan Chase & Co. COM | $10.7M | 33.1K | 2.4% | ▲+2.7% Added · +861 sh | |
| 9 | Cisco Sys Inc COM | $9.7M | 126.3K | 2.2% | ▲+2.1% Added · +3K sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $9.1M | 76.0K | 2.1% | ▲+0.9% Added · +718 sh | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $9.1M | 18.1K | 2.1% | ▲+4.3% Added · +739 sh | |
| 12 | Tractor Supply Co COM | $8.3M | 166.7K | 1.9% | ▼−1.5% Reduced · −3K sh | |
| 13 | Fastenal Co COM | $8.1M | 202.9K | 1.9% | ▲+1.5% Added · +3K sh | |
| 14 | Xylem Inc COM | $7.9M | 57.6K | 1.8% | ▲+1.1% Added · +636 sh | |
| 15 | Amazon Com Inc COM | $7.7M | 33.5K | 1.8% | ▲+0.5% Added · +170 sh | |
| 16 | Bank New York Mellon Corp COM | $7.5M | 64.8K | 1.7% | ▲+1.5% Added · +940 sh | |
| 17 | McDonalds Corp COM | $7.4M | 24.2K | 1.7% | ▲+0.7% Added · +163 sh | |
| 18 | Nvidia Corporation COM | $7.3M | 39.2K | 1.7% | ▲+1.9% Added · +715 sh | |
| 19 | Abbott Labs COM | $7.1M | 56.7K | 1.6% | ▼−4.6% Reduced · −3K sh | |
| 20 | Ishares Inc CORE MSCI EMKT | $7.0M | 103.9K | 1.6% | ▲+3.1% Added · +3K sh | |
| 21 | Merck & Co Inc COM | $6.9M | 66.0K | 1.6% | ▲+0.2% Added · +149 sh | |
| 22 | Exxon Mobil Corp COM | $6.9M | 57.0K | 1.6% | ▲+7.7% Added · +4K sh | |
| 23 | Procter And Gamble Co COM | $6.8M | 47.2K | 1.5% | ▲+0.6% Added · +262 sh | |
| 24 | Linde PLC SHS | $6.5M | 15.3K | 1.5% | ▼−1.9% Reduced · −294 sh | |
| 25 | Snap On Inc COM | $6.2M | 18.1K | 1.4% | ▲+2.2% Added · +393 sh | |
| 26 | Ishares TR CORE MSCI EAFE | $6.2M | 69.8K | 1.4% | ▲+1.8% Added · +1K sh | |
| 27 | Albemarle Corp 7.25% DEP SHS A | $6.2M | 104.0K | 1.4% | ▲+4.2% Added · +4K sh | |
| 28 | Thermo Fisher Scientific Inc COM | $6.1M | 10.6K | 1.4% | ▼−3.6% Reduced · −395 sh | |
| 29 | NextEra Energy Inc COM | $6.0M | 74.6K | 1.4% | ▲+1.1% Added · +825 sh | |
| 30 | Labcorp Holdings Inc COM SHS | $5.9M | 23.5K | 1.3% | ▲+1.2% Added · +273 sh | |
| 31 | D R Horton Inc COM | $5.9M | 40.8K | 1.3% | ▲+1.9% Added · +750 sh | |
| 32 | Lockheed Martin Corp COM | $5.5M | 11.3K | 1.2% | ▲+1.1% Added · +122 sh | |
| 33 | Duke Energy Corp New COM NEW | $5.3M | 45.4K | 1.2% | ▼−0.5% Reduced · −217 sh | |
| 34 | Disney Walt Co COM | $5.3M | 46.6K | 1.2% | ▼−2.3% Reduced · −1K sh | |
| 35 | Coca Cola Co COM | $5.2M | 74.6K | 1.2% | ▲+1.3% Added · +983 sh | |
| 36 | US Bancorp Del COM NEW | $5.1M | 95.1K | 1.2% | ▲+1.2% Added · +1K sh | |
| 37 | Sysco Corp COM | $5.0M | 67.6K | 1.1% | ▼−1.3% Reduced · −890 sh | |
| 38 | Ishares TR RUSSELL 2000 ETF | $4.9M | 20.0K | 1.1% | ▲+11% Added · +2K sh | |
| 39 | Accenture PLC Ireland SHS CLASS A | $4.9M | 18.3K | 1.1% | ▲+4.0% Added · +699 sh | |
| 40 | Pepsico Inc COM | $4.9M | 34.0K | 1.1% | ▼−0.5% Reduced · −185 sh | |
| 41 | SPDR S&P 500 ETF TR TR UNIT | $4.8M | 7.0K | 1.1% | ▲+1.1% Added · +75 sh | |
| 42 | Colgate Palmolive Co COM | $4.7M | 60.1K | 1.1% | ▼−0.6% Reduced · −390 sh | |
| 43 | Medtronic PLC SHS | $4.7M | 49.0K | 1.1% | ▼−4.2% Reduced · −2K sh | |
| 44 | General MLS Inc COM | $4.7M | 100.1K | 1.1% | ▼−3.9% Reduced · −4K sh | |
| 45 | Eli Lilly & Co COM | $4.5M | 4.1K | 1.0% | ▼−14% Reduced · −685 sh | |
| 46 | Verizon Communications Inc COM | $4.4M | 108.5K | 1.0% | ▲+0.1% Added · +99 sh | |
| 47 | Vanguard Index FDS TOTAL STK MKT | $4.2M | 12.4K | 0.9% | —Held | |
| 48 | United Parcel Service Inc CL B | $3.9M | 39.3K | 0.9% | ▼−7.3% Reduced · −3K sh | |
| 49 | ConocoPhillips COM | $3.9M | 41.2K | 0.9% | ▼−0.5% Reduced · −189 sh | |
| 50 | Cintas Corp COM | $3.8M | 20.3K | 0.9% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1259261/holdings"
Use Arkolith to show BOSTON RESEARCH & MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q3 2026 | Aug 27, 2026 | Aug 27, 2026 | 121 | $439.9M | 13F-HR/A |
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 121 | $452.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 114 | $421.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 120 | $433.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 119 | $453.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 116 | $418.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 116 | $402.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 115 | $407.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 115 | $425.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.