$338 Thousand is the total value of BOSTON RESEARCH & MANAGEMENT INC's 114 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Fortrea Holdings Inc | $639 | – | 22,375 | +100.0% | 0.19% | – | |
| ODFL | New | Old Dominion Freight Line | $200 | – | 490 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 45 | Q2 2024 | 5.2% |
| Apple Inc. | 45 | Q2 2024 | 3.1% |
| Cisco Systems, Inc. | 45 | Q2 2024 | 3.1% |
| Mastercard, Inc. | 45 | Q2 2024 | 2.9% |
| Wal-Mart Stores | 45 | Q2 2024 | 2.7% |
| AbbVie Inc. | 45 | Q2 2024 | 2.7% |
| Intel Corp | 45 | Q2 2024 | 2.9% |
| Pepsi Co Inc | 45 | Q2 2024 | 2.6% |
| Fastenal Co | 45 | Q2 2024 | 2.9% |
| Xylem Inc. | 45 | Q2 2024 | 2.3% |
View BOSTON RESEARCH & MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 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 |
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.