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13F holdings · Q2 2026

Boston Research & Management

Manchester, MA · files as Boston Research & Management Inc
Holdings as of Jun 30, 2026Filed Aug 11, 2026Next filing due Nov 16, 2026CIK 1259261

Boston Research & Management reported 121 stocks worth $453M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (4.8%), GOOGL (3.4%) and CSCO (3.2%). Compared with Q1 2026, the fund opened new positions in INTC, added to LOW and trimmed IVV, GOOGL and CSCO.

Reported value$453M+5.6% vs last quarter
Stocks held1216 new · 0 sold out
Top 5 weight17.6%spread out
Turnover100%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IVV
Ishares TR
$21.6M4.8%29K−29K (−50%)8 of 8
2
GOOGL
Alphabet Inc
$15.5M3.4%43K−45K (−51%)8 of 8
3
CSCO
Cisco Sys Inc
$14.5M3.2%124K−127K (−51%)8 of 8
4
AAPL
Apple Inc
$14.2M3.1%49K−50K (−51%)8 of 8
5
MSFT
Microsoft Corp
$13.8M3.0%37K−37K (−50%)8 of 8
6
WMT
Walmart Inc
$12.2M2.7%108K−113K (−51%)8 of 8
7
ABBV
Abbvie Inc
$12.1M2.7%48K−49K (−50%)8 of 8
8
IJR
Ishares TR
$11.2M2.5%75K−76K (−50%)8 of 8
9
JPM
Jpmorgan Chase & Co.
$10.5M2.3%32K−33K (−50%)8 of 8
10
FAST
Fastenal Co
$9.6M2.1%200K−203K (−50%)8 of 8
🔒 111 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$426KQ3 '24
$407KQ4 '24
$403KQ1 '25
$418KQ2 '25
$453KQ3 '25
$440MQ4 '25
$429MQ1 '26
$453MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 11, 202613F-HRQ2 2026SEC filing ↗

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Boston Research & Management 13F FAQ

What does Boston Research & Management own?

Boston Research & Management reported 121 stocks worth $453M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (4.8%), GOOGL (3.4%) and CSCO (3.2%). The table above lists every position in the filing (the top 10 without an account).

What did Boston Research & Management buy and sell in Q2 2026?

Compared with Q1 2026: 6 new positions, 2 added to, 113 trimmed and 0 sold out. New positions include INTC.

When will Boston Research & Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Boston Research & Management's portfolio worth?

The Q2 2026 filing reports $453M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.