BOSTON RESEARCH & MANAGEMENT INC
CIK 1259261 · SEC EDGAR'da Görüntüle ↗
- Portföy Değeri
- $452.6M
- Pozisyonlar
- 121
- Tarih itibarıyla
- 30 Haziran 2026
13F değerine göre 9.443 içinde 4.043. · en iyi 42.8%
Portföy değeri ÇÇ: +107417.5% 13F nakit açıklamaz
- En iyi 10 pozisyon ağırlığı
- 29,89%
- En iyi 25 pozisyon ağırlığı
- 55,22%
- %1'in üzerindeki pozisyonlar
- 46
- Etkin pozisyon sayısı
- 55,9
Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)
Ciro Q2 2026: 1,0% Tahmini alışlar $143.513.536 · satışlar $2.273.075
Medyan elde tutma süresi: 7,0 çeyrek Takip edilen Q4 2024–Q2 2026 · 75,6% hala tutuluyor
- Yeni pozisyonlar
- 31
- Artırıldı
- 13
- Azaldı
- 35
- Kapalı
- 6
Bu sayfada
- Sektör dağılımı Portföyün sektörlere göre dağılımı.
- Portföy Bu kurumun en son 13F'sinden bildirdiği her hisse senedi.
- Yüksek inançlı bahisler Bu yöneticinin en yoğunlaştığı varlıklar.
- En büyük yeni yatırımlar Son çeyrekte açılan yepyeni pozisyonlar.
- Çıkan pozisyonlar Yöneticinin geçen çeyrekte tamamen sattığı pozisyonlar.
Sektör dağılımı
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%
Diğer/Eşleştirilemeyen
22,9%
Tam portföy 121 pozisyonlar
| Tür | Seri | 8 Çeyrek Trendi | |||||
|---|---|---|---|---|---|---|---|
| IVV | $21.615.280 | 4,78% | 28.863 | $21.596.294 | Aşağı ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $15.512.089 | 3,43% | 43.406 | Yukarı ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $14.534.719 | 3,21% | 123.742 | Yukarı ×1 | |||
| AAPL Apple Inc. - Common Stock | $14.214.257 | 3,14% | 49.123 | $14.201.651 | Aşağı ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $13.784.228 | 3,05% | 36.953 | $13.770.584 | Yukarı ×1 | ||
| WMT Walmart Inc. - Common Stock | $12.201.953 | 2,70% | 107.734 | $12.188.267 | Aşağı ×6 | ||
| ABBV AbbVie Inc. Common Stock | $12.111.182 | 2,68% | 48.129 | Yukarı ×1 | |||
| IJR | $11.167.725 | 2,47% | 75.300 | $11.158.312 | Aşağı ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10.538.237 | 2,33% | 32.195 | Yukarı ×1 | |||
| FAST Fastenal Company - Common Stock | $9.599.997 | 2,12% | 199.875 | $9.590.654 | Aşağı ×4 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $9.238.316 | 2,04% | 63.884 | $9.230.648 | Aşağı ×6 | ||
| BRKB | $8.689.773 | 1,92% | 17.366 | $8.681.305 | Aşağı ×3 | ||
| MA Mastercard Incorporated Common Stock | $8.529.333 | 1,88% | 16.607 | Yukarı ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $8.461.120 | 1,87% | 65.845 | $8.453.113 | Aşağı ×1 | ||
| IEMG | $8.345.480 | 1,84% | 100.742 | Yukarı ×1 | |||
| LIN Linde plc - Ordinary Shares | $8.107.976 | 1,79% | 15.624 | Yukarı ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $7.953.186 | 1,76% | 33.369 | $7.946.192 | Aşağı ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7.698.066 | 1,70% | 38.473 | $7.691.257 | Aşağı ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $7.238.641 | 1,60% | 52.945 | Yukarı ×1 | |||
| SNA Snap-On Incorporated Common Stock | $7.134.955 | 1,58% | 17.731 | $7.128.434 | Aşağı ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $6.878.612 | 1,52% | 46.908 | $6.871.853 | Yukarı ×1 | ||
| XYL Xylem Inc. Common Stock New | $6.739.034 | 1,49% | 57.009 | Yukarı ×1 | |||
| IEFA | $6.622.240 | 1,46% | 68.567 | Yukarı ×1 | |||
| DHI D.R. Horton, Inc. Common Stock | $6.526.113 | 1,44% | 40.067 | Yukarı ×1 | |||
| LH Labcorp Holdings Inc. Common Stock | $6.515.803 | 1,44% | 23.271 | $6.509.584 | Aşağı ×6 | ||
| MCD McDonald's Corporation Common Stock | $6.490.008 | 1,43% | 24.010 | $6.482.518 | Aşağı ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $6.476.198 | 1,43% | 73.786 | $6.469.328 | Aşağı ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $5.985.292 | 1,32% | 73.647 | $5.979.657 | Aşağı ×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 | Yukarı ×1 | |||
| SYY Sysco Corporation Common Stock | $5.721.105 | 1,26% | 68.451 | $5.716.281 | Yukarı ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $5.694.322 | 1,26% | 11.177 | $5.687.577 | Yukarı ×1 | ||
| USB U.S. Bancorp Common Stock | $5.672.363 | 1,25% | 93.913 | $5.667.420 | Aşağı ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $5.543.340 | 1,22% | 60.464 | $5.538.170 | Aşağı ×1 | ||
| ALBPRA | $5.525.037 | 1,22% | 99.820 | Yukarı ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $5.501.930 | 1,22% | 10.974 | $5.496.615 | Yukarı ×2 | ||
| IWM | $5.416.243 | 1,20% | 18.027 | $5.411.656 | Aşağı ×3 | ||
| ABT Abbott Laboratories Common Stock | $5.396.627 | 1,19% | 59.474 | $5.390.501 | Aşağı ×1 | ||
| TSCO Tractor Supply Company - Common Stock | $5.350.309 | 1,18% | 169.260 | $5.342.632 | Aşağı ×1 | ||
| SPY SPY | $5.205.940 | 1,15% | 6.971 | $5.201.384 | Aşağı ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $5.015.046 | 1,11% | 22.745 | $5.014.815 | Yukarı ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $4.623.166 | 1,02% | 34.145 | $4.617.926 | Yukarı ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $4.588.673 | 1,01% | 108.377 | Yukarı ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $4.584.129 | 1,01% | 47.627 | $4.579.467 | Aşağı ×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 | Aşağı ×1 | ||
| COP ConocoPhillips Common Stock | $4.300.539 | 0,95% | 41.367 | $4.295.054 | Aşağı ×1 | ||
| EQIX Equinix, Inc. - Common Stock | $4.240.443 | 0,94% | 4.068 | Yukarı ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $4.005.420 | 0,88% | 51.201 | $4.001.041 | Yukarı ×2 | ||
| XLE XLE | $3.951.261 | 0,87% | 74.398 | Yukarı ×1 | |||
| IJH | $3.852.993 | 0,85% | 49.967 | $3.849.584 | Aşağı ×2 | ||
| GIS General Mills, Inc. Common Stock | $3.624.420 | 0,80% | 104.150 | $3.620.406 | Aşağı ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3.601.492 | 0,80% | 3.382 | $3.599.011 | Aşağı ×1 | ||
| IAU | $3.535.718 | 0,78% | 46.825 | $3.531.590 | Yukarı ×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 | Aşağı ×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 | Yukarı ×2 | ||
| ADBE Adobe Inc. - Common Stock | $2.784.890 | 0,62% | 13.584 | Yukarı ×1 | |||
| HYG | $2.544.902 | 0,56% | 31.823 | $2.542.347 | Aşağı ×1 | ||
| VB | $2.528.931 | 0,56% | 8.343 | $2.526.742 | Aşağı ×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 | Aşağı ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.735.643 | 0,38% | 4.912 | Yukarı ×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 | Aşağı ×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 | Yukarı ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $948.239 | 0,21% | 31.100 | $947.283 | Aşağı ×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 | Yukarı ×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 | Yukarı ×1 | |||
| HYD | $602.461 | 0,13% | 11.696 | Yukarı ×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 | Yukarı ×1 | |||
| IXN | $520.128 | 0,11% | 3.600 | $519.769 | |||
| AOR | $490.740 | 0,11% | 7.061 | $490.290 | Yukarı ×4 | ||
| AGG | $458.109 | 0,10% | 4.628 | $457.635 | Aşağı ×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 | Yukarı ×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 | |||
| Eşleşme bulunamadı | |||||||
Yüksek inançlı pozisyonlar
Pozisyonlar art arda 3+ çeyrek boyunca artırıldı.
Hisse sayıları 13F başvurularında bildirildiği gibidir (split'e göre ayarlanmamış)
| Menkul Kıymet | Değer | % portföyün | Seri |
|---|---|---|---|
| AOR | $490.740 | 0,11% | ×4 arttı |
En büyük yeni yatırımlar
Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.
| Menkul Kıymet | Değer | Hisse senetleri | % portföyün |
|---|---|---|---|
| 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% |
Çıkan pozisyonlar
Kurumsal olayları (birleşmeler, borsadan çıkarma) içerir — tüm çıkışlar satış değildir
Kapatılan pozisyonlar 13F raporlama değişikliklerini yansıtır; endeks yöneticileri için bunlar genellikle mekaniktir (listeden çıkarma, Birleşme ve Devralma, endeks yeniden dengeleme), aktif kararlar değil.
| Menkul Kıymet | Çeyrek | Önceki Hisseler | Önceki Değer | Çıkıştan bu yana fiyat |
|---|---|---|---|---|
| BBH | 31 Aralık 2025 | 10.446 | $1.730 | 26,4% |
| IBB | 31 Aralık 2025 | 10.978 | $1.584 | 26,4% |
| CVS | 31 Mart 2025 | 33.908 | $1.522 | 38,8% |
| QRVO | 31 Mart 2025 | 12.555 | $877 | 35,3% |
| IYK | 31 Mart 2026 | 10.500 | $702 | Artık takip edilmiyor |
| YUM | 31 Mart 2026 | 4.320 | $653 | -5,3% |
| BA | 31 Mart 2026 | 1.300 | $282 | 10,2% |
| ANET | 31 Aralık 2025 | 1.600 | $233 | 40,3% |
| CHRW | 31 Mart 2026 | 1.390 | $223 | -13,5% |
| WOR | 30 Eylül 2025 | 3.500 | $222 | 2,4% |
| TXN | 30 Eylül 2025 | 1.060 | $220 | 44,8% |
| AFL | 30 Haziran 2025 | 1.880 | $209 | 9,9% |
| CLX | 30 Haziran 2025 | 1.375 | $202 | -9,8% |
| CVS | 31 Mart 2026 | 2.539 | $201 | 30,9% |
| ESBA | 31 Mart 2026 | 10.754 | $67 | Artık takip edilmiyor |