BOSTON RESEARCH & MANAGEMENT INC
CIK 1259261 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $452.6M
- Posiciones
- 121
- A fecha de
- 30 de junio de 2026
#4 043 de 9 443 por valor de 13F · top 42.8%
Valor de cartera interanual: +107417.5% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 29,89%
- Peso de las 25 principales tenencias
- 55,22%
- Posiciones superiores al 1%
- 46
- Número efectivo de posiciones
- 55,9
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 1,0% Est. compras $143 513 536 · ventas $2 273 075
Tenencia mediana: 7,0 trimestres Rastreado Q4 2024–Q2 2026 · 75,6% aún se mantiene
- Nuevas posiciones
- 31
- Aumentado
- 13
- Disminuido
- 35
- Cerrada
- 6
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Apuestas de alta convicción Las posiciones en las que este gestor está más concentrado.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
Healthcare
11,8%
Technology
9,9%
Industrials
9,2%
Retail
8,8%
Communication Services
6,2%
Consumer products
4,3%
Financials
4,1%
Financial Services
4,1%
Communications
3,2%
Consumer Staples
3,2%
Utilities
2,9%
Energy
2,8%
Materials
2,0%
Consumer Discretionary
1,6%
Telecommunication
1,0%
Logistics & Transportation
1,0%
Real Estate
1,0%
Otro/No mapeado
22,9%
Cartera completa 121 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| IVV | $21 615 280 | 4,78% | 28 863 | $21 596 294 | Bajar ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $15 512 089 | 3,43% | 43 406 | Subir ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $14 534 719 | 3,21% | 123 742 | Subir ×1 | |||
| AAPL Apple Inc. - Common Stock | $14 214 257 | 3,14% | 49 123 | $14 201 651 | Bajar ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $13 784 228 | 3,05% | 36 953 | $13 770 584 | Subir ×1 | ||
| WMT Walmart Inc. - Common Stock | $12 201 953 | 2,70% | 107 734 | $12 188 267 | Bajar ×6 | ||
| ABBV AbbVie Inc. Common Stock | $12 111 182 | 2,68% | 48 129 | Subir ×1 | |||
| IJR | $11 167 725 | 2,47% | 75 300 | $11 158 312 | Bajar ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10 538 237 | 2,33% | 32 195 | Subir ×1 | |||
| FAST Fastenal Company - Common Stock | $9 599 997 | 2,12% | 199 875 | $9 590 654 | Bajar ×4 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $9 238 316 | 2,04% | 63 884 | $9 230 648 | Bajar ×6 | ||
| BRKB | $8 689 773 | 1,92% | 17 366 | $8 681 305 | Bajar ×3 | ||
| MA Mastercard Incorporated Common Stock | $8 529 333 | 1,88% | 16 607 | Subir ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $8 461 120 | 1,87% | 65 845 | $8 453 113 | Bajar ×1 | ||
| IEMG | $8 345 480 | 1,84% | 100 742 | Subir ×1 | |||
| LIN Linde plc - Ordinary Shares | $8 107 976 | 1,79% | 15 624 | Subir ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $7 953 186 | 1,76% | 33 369 | $7 946 192 | Bajar ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7 698 066 | 1,70% | 38 473 | $7 691 257 | Bajar ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $7 238 641 | 1,60% | 52 945 | Subir ×1 | |||
| SNA Snap-On Incorporated Common Stock | $7 134 955 | 1,58% | 17 731 | $7 128 434 | Bajar ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $6 878 612 | 1,52% | 46 908 | $6 871 853 | Subir ×1 | ||
| XYL Xylem Inc. Common Stock New | $6 739 034 | 1,49% | 57 009 | Subir ×1 | |||
| IEFA | $6 622 240 | 1,46% | 68 567 | Subir ×1 | |||
| DHI D.R. Horton, Inc. Common Stock | $6 526 113 | 1,44% | 40 067 | Subir ×1 | |||
| LH Labcorp Holdings Inc. Common Stock | $6 515 803 | 1,44% | 23 271 | $6 509 584 | Bajar ×6 | ||
| MCD McDonald's Corporation Common Stock | $6 490 008 | 1,43% | 24 010 | $6 482 518 | Bajar ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $6 476 198 | 1,43% | 73 786 | $6 469 328 | Bajar ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $5 985 292 | 1,32% | 73 647 | $5 979 657 | Bajar ×3 | ||
| LLY Eli Lilly and Company Common Stock | $5 796 846 | 1,28% | 4 833 | $5 792 401 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $5 775 086 | 1,28% | 45 624 | Subir ×1 | |||
| SYY Sysco Corporation Common Stock | $5 721 105 | 1,26% | 68 451 | $5 716 281 | Subir ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $5 694 322 | 1,26% | 11 177 | $5 687 577 | Subir ×1 | ||
| USB U.S. Bancorp Common Stock | $5 672 363 | 1,25% | 93 913 | $5 667 420 | Bajar ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $5 543 340 | 1,22% | 60 464 | $5 538 170 | Bajar ×1 | ||
| ALBPRA | $5 525 037 | 1,22% | 99 820 | Subir ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $5 501 930 | 1,22% | 10 974 | $5 496 615 | Subir ×2 | ||
| IWM | $5 416 243 | 1,20% | 18 027 | $5 411 656 | Bajar ×3 | ||
| ABT Abbott Laboratories Common Stock | $5 396 627 | 1,19% | 59 474 | $5 390 501 | Bajar ×1 | ||
| TSCO Tractor Supply Company - Common Stock | $5 350 309 | 1,18% | 169 260 | $5 342 632 | Bajar ×1 | ||
| SPY SPY | $5 205 940 | 1,15% | 6 971 | $5 201 384 | Bajar ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $5 015 046 | 1,11% | 22 745 | $5 014 815 | Subir ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $4 623 166 | 1,02% | 34 145 | $4 617 926 | Subir ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $4 588 673 | 1,01% | 108 377 | Subir ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $4 584 129 | 1,01% | 47 627 | $4 579 467 | Bajar ×1 | ||
| VTI | $4 581 096 | 1,01% | 12 380 | $4 577 125 | |||
| UPS United Parcel Service, Inc. Common Stock | $4 552 840 | 1,01% | 42 352 | $4 548 666 | Bajar ×1 | ||
| COP ConocoPhillips Common Stock | $4 300 539 | 0,95% | 41 367 | $4 295 054 | Bajar ×1 | ||
| EQIX Equinix, Inc. - Common Stock | $4 240 443 | 0,94% | 4 068 | Subir ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $4 005 420 | 0,88% | 51 201 | $4 001 041 | Subir ×2 | ||
| XLE XLE | $3 951 261 | 0,87% | 74 398 | Subir ×1 | |||
| IJH | $3 852 993 | 0,85% | 49 967 | $3 849 584 | Bajar ×2 | ||
| GIS General Mills, Inc. Common Stock | $3 624 420 | 0,80% | 104 150 | $3 620 406 | Bajar ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3 601 492 | 0,80% | 3 382 | $3 599 011 | Bajar ×1 | ||
| IAU | $3 535 718 | 0,78% | 46 825 | $3 531 590 | Subir ×1 | ||
| CTAS Cintas Corporation - Common Stock | $3 447 522 | 0,76% | 20 270 | $3 444 094 | |||
| OMC Omnicom Group Inc. Common Stock | $3 353 312 | 0,74% | 46 043 | $3 349 769 | Bajar ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $3 105 348 | 0,69% | 8 805 | $3 102 453 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $3 071 973 | 0,68% | 125 131 | $3 068 443 | Subir ×2 | ||
| ADBE Adobe Inc. - Common Stock | $2 784 890 | 0,62% | 13 584 | Subir ×1 | |||
| HYG | $2 544 902 | 0,56% | 31 823 | $2 542 347 | Bajar ×1 | ||
| VB | $2 528 931 | 0,56% | 8 343 | $2 526 742 | Bajar ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2 441 414 | 0,54% | 9 613 | $2 439 065 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2 191 282 | 0,48% | 17 609 | $2 187 774 | Bajar ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1 735 643 | 0,38% | 4 912 | Subir ×1 | |||
| INDB Independent Bank Corp. - Common Stock | $1 424 161 | 0,31% | 17 011 | $1 422 882 | |||
| ORCL Oracle Corporation Common Stock | $1 412 596 | 0,31% | 9 639 | $1 411 162 | Bajar ×2 | ||
| VEA | $1 389 266 | 0,31% | 19 498 | $1 388 017 | |||
| SYK Stryker Corporation Common Stock | $1 370 814 | 0,30% | 4 354 | $1 369 384 | |||
| VEU | $1 313 284 | 0,29% | 15 681 | $1 312 107 | |||
| CVX Chevron Corporation Common Stock | $1 279 668 | 0,28% | 7 720 | $1 278 071 | |||
| RSP | $1 001 011 | 0,22% | 4 705 | $1 000 120 | Subir ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $948 239 | 0,21% | 31 100 | $947 283 | Bajar ×1 | ||
| IBM International Business Machines Corporation Common Stock | $916 862 | 0,20% | 3 260 | $916 072 | |||
| DIA | $849 929 | 0,19% | 1 627 | $849 176 | |||
| VWO | $833 512 | 0,18% | 13 964 | $832 758 | |||
| PAYX Paychex, Inc. - Common Stock | $742 884 | 0,16% | 7 555 | $742 189 | |||
| EMR Emerson Electric Company Common Stock | $730 065 | 0,16% | 5 100 | $729 397 | |||
| ITW Illinois Tool Works Inc. Common Stock | $697 813 | 0,15% | 2 580 | $697 142 | |||
| WM Waste Management, Inc. Common Stock | $688 700 | 0,15% | 3 090 | Subir ×1 | |||
| MMM 3M Company Common Stock | $661 565 | 0,15% | 4 086 | $660 972 | |||
| QQQ Invesco QQQ Trust, Series 1 | $623 541 | 0,14% | 847 | Subir ×1 | |||
| HYD | $602 461 | 0,13% | 11 696 | Subir ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $574 785 | 0,13% | 795 | $574 514 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $558 066 | 0,12% | 3 020 | $557 678 | |||
| TSLA Tesla, Inc. - Common Stock | $532 059 | 0,12% | 1 265 | Subir ×1 | |||
| IXN | $520 128 | 0,11% | 3 600 | $519 769 | |||
| AOR | $490 740 | 0,11% | 7 061 | $490 290 | Subir ×4 | ||
| AGG | $458 109 | 0,10% | 4 628 | $457 635 | Bajar ×1 | ||
| SO Southern Company (The) Common Stock | $450 795 | 0,10% | 4 710 | $450 341 | |||
| PPG PPG Industries, Inc. Common Stock | $448 773 | 0,10% | 3 700 | $448 378 | |||
| AMGN Amgen Inc. - Common Stock | $447 943 | 0,10% | 1 237 | $447 508 | |||
| MRSH Marsh Common Stock | $436 676 | 0,10% | 2 620 | $436 222 | |||
| NUE Nucor Corporation Common Stock | $431 244 | 0,10% | 1 936 | $430 917 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $383 750 | 0,08% | 6 660 | $383 347 | |||
| INTC Intel Corporation - Common Stock | $377 001 | 0,08% | 2 700 | Subir ×1 | |||
| DHR Danaher Corporation Common Stock | $365 341 | 0,08% | 1 918 | $364 978 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $365 039 | 0,08% | 1 630 | $364 708 | |||
| GE GE Aerospace Common Stock | $360 650 | 0,08% | 965 | $360 377 | |||
| MAS Masco Corporation Common Stock | $325 480 | 0,07% | 4 000 | $325 239 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $324 371 | 0,07% | 2 955 | $324 086 | |||
| Sin coincidencias | |||||||
Tenencias de convicción
Posiciones aumentadas durante 3 o más trimestres consecutivos.
Los recuentos de acciones se informan en las presentaciones 13F (no ajustados por división)
| Valor | Valor | % de la cartera | Racha |
|---|---|---|---|
| AOR | $490 740 | 0,11% | aumentado ×4 |
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| GOOGL | $15 512 089 | 43 406 | 3,43% |
| CSCO | $14 534 719 | 123 742 | 3,21% |
| ABBV | $12 111 182 | 48 129 | 2,68% |
| JPM | $10 538 237 | 32 195 | 2,33% |
| MA | $8 529 333 | 16 607 | 1,88% |
| IEMG | $8 345 480 | 100 742 | 1,84% |
| LIN | $8 107 976 | 15 624 | 1,79% |
| XOM | $7 238 641 | 52 945 | 1,60% |
| XYL | $6 739 034 | 57 009 | 1,49% |
| IEFA | $6 622 240 | 68 567 | 1,46% |
| DHI | $6 526 113 | 40 067 | 1,44% |
| DUK | $5 775 086 | 45 624 | 1,28% |
| ALBPRA | $5 525 037 | 99 820 | 1,22% |
| VZ | $4 588 673 | 108 377 | 1,01% |
| EQIX | $4 240 443 | 4 068 | 0,94% |
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| BBH | 31 de diciembre de 2025 | 10 446 | $1 730 | 26,4% |
| IBB | 31 de diciembre de 2025 | 10 978 | $1 584 | 26,6% |
| CVS | 31 de marzo de 2025 | 33 908 | $1 522 | 38,1% |
| QRVO | 31 de marzo de 2025 | 12 555 | $877 | 33,0% |
| IYK | 31 de marzo de 2026 | 10 500 | $702 | Ya no se rastrea |
| YUM | 31 de marzo de 2026 | 4 320 | $653 | -3,3% |
| BA | 31 de marzo de 2026 | 1 300 | $282 | 7,8% |
| ANET | 31 de diciembre de 2025 | 1 600 | $233 | 43,8% |
| CHRW | 31 de marzo de 2026 | 1 390 | $223 | -12,8% |
| WOR | 30 de septiembre de 2025 | 3 500 | $222 | 3,5% |
| TXN | 30 de septiembre de 2025 | 1 060 | $220 | 44,3% |
| AFL | 30 de junio de 2025 | 1 880 | $209 | 10,9% |
| CLX | 30 de junio de 2025 | 1 375 | $202 | -12,1% |
| CVS | 31 de marzo de 2026 | 2 539 | $201 | 30,3% |
| ESBA | 31 de marzo de 2026 | 10 754 | $67 | Ya no se rastrea |