Institutional Fund
Boston Research & Management Inc
Manchester, MACIK 12592615 filings on record
Portfolio Value
$421.0K
Q1 2026
Holdings
114
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.9%
from $433.7K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.5%
- Walmart Inc3.3%
- Microsoft Corp3.2%
- Alphabet Inc3.0%
- Apple Inc3.0%
- Abbvie Inc2.5%
- Other80.5%
Portfolio Holdings
114 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 29.1K | $19.0K | 4.5% | −2.8K | Reduced |
| 2 | Walmart Inc | 110.1K | $13.7K | 3.3% | −2.4K | Reduced |
| 3 | Microsoft Corp | 36.9K | $13.6K | 3.2% | −2.3K | Reduced |
| 4 | Alphabet Inc | 44.1K | $12.7K | 3.0% | −1.5K | Reduced |
| 5 | Apple Inc | 49.7K | $12.6K | 3.0% | −3.9K | Reduced |
| 6 | Abbvie Inc | 48.4K | $10.5K | 2.5% | −335 | Reduced |
| 7 | Cisco Sys Inc | 125.5K | $9.7K | 2.3% | −788 | Reduced |
| 8 | Jpmorgan Chase & Co. | 32.4K | $9.5K | 2.3% | −692 | Reduced |
| 9 | Ishares Tr | 75.7K | $9.4K | 2.2% | −291 | Reduced |
| 10 | Fastenal Co | 201.4K | $9.3K | 2.2% | −1.5K | Reduced |
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