BOSTON RESEARCH & MANAGEMENT INC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$426M
Signature - Title
Daniel F. Tortola, CFA - CIO
Location
Manchester, MA
Summary
This page shows a list of all the recent 13F filings made by BOSTON RESEARCH & MANAGEMENT INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BOSTON RESEARCH & MANAGEMENT INC reported 115 stock holdings with total value $426M as of Q3 2024. Top holdings included IVV, MSFT, AAPL, WMT, and TSCO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 115 $426M +$12.5M -$9.55M +$2.92M IVV, MSFT, AAPL, WMT, TSCO 13F-HR 11/12/2024, 02:29 PM
Q2 2024 113 $395M +$9.4M -$9.4M -$359 MSFT, IVV, AAPL, TSCO, MA 13F-HR 8/13/2024, 10:35 AM
Q1 2024 115 $405M +$10.8M -$5.32M +$5.53M MSFT, IVV, MA, AAPL, TSCO 13F-HR 5/14/2024, 11:46 AM
Q4 2023 113 $377M +$9.18M -$4.05M +$5.12M MSFT, IVV, AAPL, MA, FAST 13F-HR 2/12/2024, 02:50 PM
Q3 2023 114 $338M +$3.82M -$1.49M +$2.33M MSFT, IVV, AAPL, MA, FAST 13F-HR 11/13/2023, 10:23 AM
Q2 2023 113 $353M +$7.16M -$2.29M +$4.87M MSFT, IVV, AAPL, FAST, MA 13F-HR 8/1/2023, 04:13 PM
Q1 2023 110 $335M +$13.6M -$12.7M +$912K MSFT, IVV, AAPL, TSCO, ABBV 13F-HR 5/10/2023, 01:40 PM
Q4 2022 106 $323M +$4.47M -$7.34M -$2.87M IVV, MSFT, ABBV, TSCO, GIS 13F-HR 2/13/2023, 03:44 PM
Q3 2022 102 $294M +$12.7M -$2.57M +$10.1M MSFT, IVV, AAPL, GIS, ABBV 13F-HR 11/14/2022, 09:51 AM
Q2 2022 106 $309M +$10.3M -$2.65M +$7.63M MSFT, IVV, ABBV, AAPL, GIS 13F-HR 8/11/2022, 12:20 PM
Q1 2022 111 $344M +$6.96M -$13.8M -$6.81M MSFT, IVV, AAPL, TSCO, ABBV 13F-HR 5/12/2022, 12:10 PM
Q4 2021 112 $366M +$2.74M -$4.86M -$2.12M MSFT, IVV, AAPL, TSCO, FAST 13F-HR 2/10/2022, 11:19 AM
Q3 2021 108 $336M +$9M -$3.23M +$5.77M MSFT, IVV, AAPL, TSCO, IJR Restatement 11/10/2021, 01:18 PM
Q2 2021 108 $330M +$10M -$7.49M +$2.55M MSFT, IVV, AAPL, IJR, FAST 13F-HR 8/11/2021, 11:47 AM
Q1 2021 105 $311M +$7.27M -$2.45M +$4.82M MSFT, IVV, AAPL, FAST, MA 13F-HR 5/11/2021, 04:24 PM
Q4 2020 104 $287M +$9.41M -$2.57M +$6.85M MSFT, IVV, AAPL, MA, FAST 13F-HR 2/9/2021, 02:04 PM
Q3 2020 101 $256M +$9.86M -$6.13M +$3.73M MSFT, IVV, AAPL, MA, FAST 13F-HR 11/9/2020, 03:25 PM
Q2 2020 97 $241M +$9.35M -$3.29M +$6.07M MSFT, IVV, FAST, MA, AAPL 13F-HR 8/10/2020, 03:01 PM
Q1 2020 92 $199M +$3.71M -$19.9M -$16.2M MSFT, IVV, MA, WMT, CSCO 13F-HR 5/8/2020, 01:54 PM
Q4 2019 101 $267M +$2.42M -$4.87M -$2.44M MSFT, AAPL, MA, IVV, INTC 13F-HR 2/7/2020, 02:18 PM
Q3 2019 99 $253M +$5.56M -$4.16M +$1.4M MSFT, MA, CSCO, IVV, AAPL 13F-HR 11/12/2019, 12:35 PM
Q2 2019 99 $247M +$7.04M -$3.39M +$3.65M MSFT, CSCO, MA, IVV, INTC 13F-HR 8/7/2019, 03:49 PM
Q1 2019 104 $240M +$9.45M -$2.96M +$6.49M MSFT, CSCO, MA, INTC, IVV 13F-HR 5/7/2019, 02:05 PM
Q4 2018 100 $210M +$22.1M -$7.21M +$14.9M MSFT, CSCO, INTC, MA, WMT 13F-HR 2/6/2019, 02:45 PM
Q3 2018 101 $219M +$2.98M -$1.75M +$1.23M MSFT, CSCO, AAPL, MA, INTC 13F-HR 11/13/2018, 01:53 PM
Q2 2018 97 $203M +$7.13M -$3.67M +$3.46M MSFT, CSCO, INTC, MA, AAPL 13F-HR 7/30/2018, 11:32 AM
Q1 2018 95 $196M +$6.24M -$5.52M +$725K MSFT, INTC, CSCO, MA, AAPL 13F-HR 5/9/2018, 02:26 PM
Q4 2017 97 $199M +$1.49M -$10.5M -$9.03M MSFT, INTC, CSCO, ABBV, MMM 13F-HR 2/9/2018, 01:35 PM
Q3 2017 96 $196M +$7.55M -$4.37M +$3.18M MSFT, CSCO, ABBV, MA, INTC 13F-HR 11/9/2017, 01:38 PM
Q2 2017 95 $185M +$1.13M -$3.15M -$2.02M MSFT, MMM, CSCO, AAPL, MA 13F-HR 8/8/2017, 04:40 PM
Q1 2017 96 $184M +$6.67M -$3.27M +$3.4M MSFT, CSCO, AAPL, INTC, MMM 13F-HR 5/5/2017, 02:12 PM
Q4 2016 95 $176M +$3.27M -$4.1M -$829K MSFT, CSCO, INTC, XOM, GE 13F-HR 2/9/2017, 03:03 PM
Q3 2016 93 $173M +$6.36M -$3.69M +$2.66M MSFT, CSCO, INTC, PEP, XOM 13F-HR 11/7/2016, 11:41 AM
Q2 2016 95 $165M +$3.69M -$1.86M +$1.84M MSFT, CSCO, XOM, INTC, MMM 13F-HR 8/10/2016, 12:23 PM
Q1 2016 94 $161M +$11.4M -$16.3M -$4.94M MSFT, CSCO, GE, KO, INTC 13F-HR 5/13/2016, 11:25 AM
Q4 2015 98 $161M +$9.9M -$10.4M -$466K IVV, MSFT, INTC, CSCO, GE 13F-HR 2/11/2016, 02:54 PM
Q3 2015 98 $152M +$13.1M -$6.47M +$6.63M MSFT, CSCO, PEP, INTC, XOM 13F-HR 11/9/2015, 12:09 PM
Q2 2015 98 $158M +$4.91M -$2.72M +$2.19M CSCO, MSFT, XOM, IWM, AAPL 13F-HR 7/31/2015, 02:13 PM
Q1 2015 100 $158M +$8.28M -$9.06M -$784K CSCO, XOM, IWM, MSFT, AAPL 13F-HR 5/11/2015, 01:20 PM
Q4 2014 104 $160M +$11.7M -$7.37M +$4.28M CSCO, XOM, INTC, MSFT, IWM 13F-HR 2/11/2015, 02:26 PM
Q3 2014 102 $149M +$9.42M -$4.59M +$4.83M MSFT, XOM, INTC, CSCO, KO 13F-HR 11/4/2014, 02:43 PM
Q2 2014 100 $145M +$9.8M -$4.3M +$5.5M XOM, IWM, MSFT, CSCO, INTC 13F-HR 8/12/2014, 12:32 PM
Q1 2014 99 $136M +$7.68M -$662K +$7.02M MSFT, IWM, XOM, PEP, CSCO 13F-HR 5/13/2014, 02:55 PM
Q4 2013 94 $130M $0 $0 XOM, IWM, MSFT, GE, MMM 13F-HR 2/7/2014, 03:46 PM