$287 Million is the total value of BOSTON RESEARCH & MANAGEMENT INC's 104 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HYD | New | VaneckVectors HY Muni ETF | $1,922,000 | – | 31,235 | +100.0% | 0.67% | – |
A | New | Agilent Technologies, Inc. | $222,000 | – | 1,879 | +100.0% | 0.08% | – |
HPQ | New | HP Inc. | $218,000 | – | 8,880 | +100.0% | 0.08% | – |
TROW | New | Price T Rowe & Assoc Com | $214,000 | – | 1,418 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Microsoft Corp | 42 | Q3 2023 | 5.2% |
Cisco Systems, Inc. | 42 | Q3 2023 | 3.1% |
Apple Inc. | 42 | Q3 2023 | 3.1% |
Mastercard, Inc. | 42 | Q3 2023 | 2.9% |
Wal-Mart Stores | 42 | Q3 2023 | 2.7% |
Intel Corp | 42 | Q3 2023 | 2.9% |
Pepsi Co Inc | 42 | Q3 2023 | 2.6% |
AbbVie Inc. | 42 | Q3 2023 | 2.7% |
Fastenal Co | 42 | Q3 2023 | 2.9% |
McDonald's Corp | 42 | Q3 2023 | 2.2% |
View BOSTON RESEARCH & MANAGEMENT INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-12 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-10 |
13F-HR/A | 2021-11-10 |
View BOSTON RESEARCH & MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.