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BRM

Boston Research & Management Portfolio holdings

AUM $421M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
+7.93%
1 Year Est. Return
+16.18%
3 Year Est. Return
+48.21%
5 Year Est. Return
+65.09%
10 Year Est. Return
+242.1%
AUM
$453M
AUM Growth
+$35M
Cap. Flow
+$5.79M
Cap. Flow %
1.28%
Top 10 Hldgs %
30.05%
Holding
121
New
5
Increased
36
Reduced
29
Closed
2

Top Buys

Rank Stock Value
1
EQIX icon
Equinix
EQIX
+$2.66M
2
INDB icon
Independent Bank
INDB
+$1.16M
3
PG icon
Procter & Gamble
PG
+$715K
4
ADBE icon
Adobe
ADBE
+$284K
5
AMZN icon
Amazon
AMZN
+$218K

Top Sells

Rank Stock Value
1
BNY
Bank of New York Mellon
BNY
+$228K
2
WOR icon
Worthington Enterprises
WOR
+$222K
3
TXN icon
Texas Instruments
TXN
+$220K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$214K
5
JPM icon
JPMorgan Chase
JPM
+$165K

Sector Composition

Rank Sector Weight
1 Technology 15.26%
2 Healthcare 11.25%
3 Financials 10.68%
4 Consumer Staples 10.68%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
51
ConocoPhillips
COP
$141B
$3.8M 0.84%
40,173
+621
+2% +$58.7K
UPS icon
52
United Parcel Service
UPS
$91.2B
$3.75M 0.83%
44,936
+2,291
+5% +$208K
IAU icon
53
iShares Gold Trust
IAU
$65.7B
$3.63M 0.8%
49,894
+31
+0.1% +$2.02K
HD icon
54
Home Depot
HD
$352B
$3.57M 0.79%
8,805
– –
IJH icon
55
iShares Core S&P Mid-Cap ETF
IJH
$126B
$3.33M 0.73%
51,027
+792
+2% +$50.9K
LLY icon
56
Eli Lilly
LLY
$1.04T
$3.19M 0.7%
4,188
– –
ORCL icon
57
Oracle
ORCL
$416B
$2.76M 0.61%
9,814
-85
-0.9% -$21.6K
EQIX icon
58
Equinix
EQIX
$103B
$2.66M 0.59%
+3,402
New +$2.66M
HYG icon
59
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$2.58M 0.57%
31,776
-7
-0% -$564
VB icon
60
Vanguard Morningstar Small-Cap ETF
VB
$82.1B
$2.54M 0.56%
9,993
– –
GOOG icon
61
Alphabet (Google) Class C
GOOG
$4.63T
$2.34M 0.52%
9,615
-6
-0.1% -$1.26K
JNJ icon
62
Johnson & Johnson
JNJ
$620B
$1.78M 0.39%
9,613
-48
-0.5% -$8.22K
BBH icon
63
VanEck Biotech ETF
BBH
$413M
$1.73M 0.38%
10,446
-366
-3% -$59.7K
CAT icon
64
Caterpillar
CAT
$410B
$1.69M 0.37%
3,542
– –
SYK icon
65
Stryker
SYK
$129B
$1.61M 0.35%
4,354
– –
IBB icon
66
iShares Biotechnology ETF
IBB
$9.51B
$1.58M 0.35%
10,978
-487
-4% -$66.5K
CVX icon
67
Chevron
CVX
$373B
$1.32M 0.29%
8,520
– –
VEA icon
68
Vanguard FTSE Developed Markets ETF
VEA
$235B
$1.21M 0.27%
20,216
– –
VEU icon
69
Vanguard FTSE All-World ex-US ETF
VEU
$68.2B
$1.21M 0.27%
16,981
-1,088
-6% -$75.1K
INDB icon
70
Independent Bank
INDB
$4.09B
$1.18M 0.26%
+17,011
New +$1.16M
DIA icon
71
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$47B
$1.12M 0.25%
2,412
– –
PAYX icon
72
Paychex
PAYX
$42B
$957K 0.21%
7,555
– –
IBM icon
73
IBM
IBM
$221B
$919K 0.2%
3,260
+47
+1% +$12.3K
VWO icon
74
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$765K 0.17%
14,126
– –
GE icon
75
GE Aerospace
GE
$397B
$713K 0.16%
2,373
– –
1 2
3
4 5

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TFP
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HWMG
Hurlow Wealth Management Group Bloomington, Indiana $420M AUM 16.85% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
CMHI
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DS
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CWAF
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Boston Research & Management's Q3 2025 Portfolio in Review

As of Q3 2025, Boston Research & Management held 121 positions worth $453M, up 8.4% from $418M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Boston Research & Management's Q3 2025 filing shows 5 new, 36 increased, 29 reduced and 2 closed positions. Its largest new stake was Equinix: 3,402 shares worth $2.66M. The largest sale was Bank of New York Mellon, an estimated $228K.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Healthcare and Financials.

  • Boston Research & Management's largest Q3 2025 buy was Equinix: 3,402 shares worth $2.66M.
  • Boston Research & Management added most to Procter & Gamble in Q3 2025, an estimated $715K increase.
  • Boston Research & Management's biggest Q3 2025 reduction was Bank of New York Mellon, cutting an estimated $228K.
  • Boston Research & Management fully exited Worthington Enterprises in Q3 2025, selling an estimated $222K.
  • Boston Research & Management's ten largest holdings make up 30% of its $453M portfolio in Q3 2025.
  • Boston Research & Management opened 5 new positions and closed 2 in Q3 2025.
  • Boston Research & Management's portfolio value rose 8.4% quarter-over-quarter to $453M.

Based on Boston Research & Management's 13F filing for Q3 2025, filed 12 Nov 2025.