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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
GPC icon
101
Genuine Parts
GPC
$18.2B
$331K 0.07%
2,390
– –
IWF icon
102
iShares Russell 1000 Growth ETF
IWF
$128B
$301K 0.07%
2,572
– –
BMY icon
103
Bristol-Myers Squibb
BMY
$130B
$300K 0.07%
6,660
– –
MAS icon
104
Masco
MAS
$15.3B
$281K 0.06%
4,000
– –
BA icon
105
Boeing
BA
$190B
$280K 0.06%
1,300
– –
IWB icon
106
iShares Russell 1000 ETF
IWB
$49.9B
$280K 0.06%
768
– –
RTX icon
107
RTX Corp
RTX
$298B
$273K 0.06%
1,635
– –
AXP icon
108
American Express
AXP
$235B
$265K 0.06%
800
– –
GD icon
109
General Dynamics
GD
$104B
$262K 0.06%
770
– –
NUE icon
110
Nucor
NUE
$62.3B
$262K 0.06%
1,936
– –
UNH icon
111
UnitedHealth
UNH
$378B
$255K 0.06%
740
– –
LOW icon
112
Lowe's Companies
LOW
$123B
$246K 0.05%
980
– –
GS icon
113
Goldman Sachs
GS
$317B
$238K 0.05%
300
– –
HPQ icon
114
HP
HPQ
$26.7B
$236K 0.05%
8,680
– –
ANET icon
115
Arista Networks
ANET
$253B
$233K 0.05%
+1,600
New +$206K
A icon
116
Agilent Technologies
A
$39.8B
$222K 0.05%
1,737
– –
WEC icon
117
WEC Energy
WEC
$35.2B
$217K 0.05%
+1,902
New +$206K
AFL icon
118
Aflac
AFL
$63.5B
$209K 0.05%
+1,880
New +$197K
ESBA icon
119
Empire State Realty Series ES
ESBA
$1.35B
$80K 0.02%
10,754
– –
TXN icon
120
Texas Instruments
TXN
$255B
– –
-1,060
Closed -$220K
WOR icon
121
Worthington Enterprises
WOR
$2.89B
– –
-3,500
Closed -$222K
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
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
RS
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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.