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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
MMM icon
76
3M
MMM
$91.4B
$703K 0.16%
4,394
– –
IYK icon
77
iShares US Consumer Staples ETF
IYK
$1.41B
$702K 0.16%
+10,500
New +$713K
WM icon
78
Waste Management
WM
$90.5B
$678K 0.16%
3,090
– –
EMR icon
79
Emerson Electric
EMR
$89B
$676K 0.16%
5,100
– –
YUM icon
80
Yum! Brands
YUM
$40.6B
$653K 0.15%
4,320
– –
ITW icon
81
Illinois Tool Works
ITW
$83B
$635K 0.15%
2,580
– –
HYD icon
82
VanEck High Yield Muni ETF
HYD
$4.44B
$625K 0.14%
12,240
-1,278
-9% -$65.2K
TSLA icon
83
Tesla
TSLA
$1.29T
$568K 0.13%
1,265
– –
QQQ icon
84
Invesco QQQ Trust
QQQ
$485B
$518K 0.12%
844
– –
QCOM icon
85
Qualcomm
QCOM
$171B
$516K 0.12%
3,020
– –
MRSH
86
Marsh
MRSH
$92B
$486K 0.11%
2,620
– –
AGG icon
87
iShares Core US Aggregate Bond ETF
AGG
$138B
$471K 0.11%
4,721
-34
-0.7% -$3.41K
AOR icon
88
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.71B
$452K 0.1%
6,956
+30
+0.4% +$1.95K
DHR icon
89
Danaher
DHR
$139B
$439K 0.1%
1,918
– –
ADP icon
90
Automatic Data Processing
ADP
$107B
$419K 0.1%
1,630
– –
SO icon
91
Southern Company
SO
$107B
$410K 0.09%
4,710
– –
AMGN icon
92
Amgen
AMGN
$210B
$404K 0.09%
1,237
– –
GEV icon
93
GE Vernova
GEV
$271B
$392K 0.09%
600
– –
PPG icon
94
PPG Industries
PPG
$25.3B
$379K 0.09%
3,700
– –
IXN icon
95
iShares Global Tech ETF
IXN
$8.81B
$378K 0.09%
3,600
– –
BMY icon
96
Bristol-Myers Squibb
BMY
$135B
$359K 0.08%
6,660
– –
BXP icon
97
Boston Properties
BXP
$11.2B
$327K 0.08%
4,850
– –
PFE icon
98
Pfizer
PFE
$145B
$318K 0.07%
12,797
-2,230
-15% -$56.2K
NUE icon
99
Nucor
NUE
$59.5B
$315K 0.07%
1,936
– –
IWF icon
100
iShares Russell 1000 Growth ETF
IWF
$127B
$304K 0.07%
2,572
– –
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.