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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
+1.91%
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
$434M
AUM Growth
-$19.7M
Cap. Flow
-$23.7M
Cap. Flow %
-5.45%
Top 10 Hldgs %
30.83%
Holding
124
New
5
Increased
9
Reduced
61
Closed
4

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.63M
2
IYK icon
iShares US Consumer Staples ETF
IYK
+$713K
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$594K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$536K
5
EQIX icon
Equinix
EQIX
+$401K

Top Sells

Rank Stock Value
1
BNY
Bank of New York Mellon
BNY
+$2.15M
2
WMT icon
Walmart Inc
WMT
+$1.76M
3
BBH icon
VanEck Biotech ETF
BBH
+$1.73M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 14.75%
2 Healthcare 12.01%
3 Financials 10.55%
4 Consumer Staples 10.22%
5 Industrials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
51
Omnicom Group
OMC
$22.4B
$3.81M 0.88%
47,203
-2,458
-5% -$188K
ADBE icon
52
Adobe
ADBE
$102B
$3.6M 0.83%
10,289
-2,379
-19% -$809K
IJH icon
53
iShares Core S&P Mid-Cap ETF
IJH
$126B
$3.45M 0.8%
52,316
+1,289
+3% +$84.4K
XLE icon
54
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$3.38M 0.78%
75,677
-9,715
-11% -$433K
HD icon
55
Home Depot
HD
$348B
$3.03M 0.7%
8,805
– –
EQIX icon
56
Equinix
EQIX
$104B
$3M 0.69%
3,913
+511
+15% +$401K
CMCSA icon
57
Comcast
CMCSA
$88B
$2.9M 0.67%
96,971
-42,895
-31% -$1.22M
HYG icon
58
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$2.58M 0.59%
31,992
+216
+0.7% +$17.4K
VB icon
59
Vanguard Morningstar Small-Cap ETF
VB
$82.2B
$2.17M 0.5%
8,405
-1,588
-16% -$407K
GOOG icon
60
Alphabet (Google) Class C
GOOG
$4.6T
$2.03M 0.47%
6,457
-3,158
-33% -$905K
CAT icon
61
Caterpillar
CAT
$408B
$2.01M 0.46%
3,502
-40
-1% -$22.2K
JNJ icon
62
Johnson & Johnson
JNJ
$612B
$1.99M 0.46%
9,613
– –
ORCL icon
63
Oracle
ORCL
$421B
$1.91M 0.44%
9,814
– –
SYK icon
64
Stryker
SYK
$129B
$1.53M 0.35%
4,354
– –
VEA icon
65
Vanguard FTSE Developed Markets ETF
VEA
$234B
$1.25M 0.29%
20,068
-148
-0.7% -$9.07K
INDB icon
66
Independent Bank
INDB
$4.1B
$1.24M 0.29%
17,011
– –
RSP icon
67
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$1.21M 0.28%
6,312
+3,127
+98% +$594K
CVX icon
68
Chevron
CVX
$379B
$1.21M 0.28%
7,920
-600
-7% -$91.4K
VEU icon
69
Vanguard FTSE All-World ex-US ETF
VEU
$68.1B
$1.15M 0.27%
15,681
-1,300
-8% -$94.5K
DIA icon
70
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.6B
$986K 0.23%
2,052
-360
-15% -$170K
IBM icon
71
IBM
IBM
$220B
$965K 0.22%
3,260
– –
PFF icon
72
iShares Preferred and Income Securities ETF
PFF
$13.3B
$964K 0.22%
31,159
+17,213
+123% +$536K
PAYX icon
73
Paychex
PAYX
$42.1B
$847K 0.2%
7,555
– –
VWO icon
74
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$750K 0.17%
13,964
-162
-1% -$8.8K
GE icon
75
GE Aerospace
GE
$392B
$730K 0.17%
2,373
– –
1 2
3
4 5

Similar funds

SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
TFP
Triune Financial Partners Overland Park, Kansas $421M AUM 22.09% 1-Year Est. Return
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
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Boston Research & Management's Q4 2025 Portfolio in Review

As of Q4 2025, Boston Research & Management held 124 positions worth $434M, down 4.3% from $453M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Boston Research & Management withdrew a net $23.7M in Q4 2025, closing 4 positions and reducing 61 holdings. Its most notable exit was VanEck Biotech ETF, an estimated $1.73M position sold in full.

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

Against the trend, Boston Research & Management opened a new position in iShares US Consumer Staples ETF worth $702K.

  • Boston Research & Management's largest Q4 2025 buy was iShares US Consumer Staples ETF: 10,500 shares worth $702K.
  • Boston Research & Management added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $1.63M increase.
  • Boston Research & Management's biggest Q4 2025 reduction was Bank of New York Mellon, cutting an estimated $2.15M.
  • Boston Research & Management fully exited VanEck Biotech ETF in Q4 2025, selling an estimated $1.73M.
  • Boston Research & Management's ten largest holdings make up 31% of its $434M portfolio in Q4 2025.
  • Boston Research & Management opened 5 new positions and closed 4 in Q4 2025.
  • Boston Research & Management's portfolio value fell 4.3% quarter-over-quarter to $434M.

Based on Boston Research & Management's 13F filing for Q4 2025, filed 11 Feb 2026.