Boston Research & Management Inc. has filed its Form 13F-HR/A report for the period ending December 31, 2024, disclosing ownership of 116 equity securities. The firm, managed by CIO Daniel F. Tortola, CFA, lists a total of 116 holdings with no disclosed voting rights or sole power over the shares.
The portfolio includes a mix of large-cap technology and healthcare giants, as well as various exchange-traded funds (ETFs). Major positions include Microsoft Corporation, with 17,759,701 shares, and Apple Inc., with 14,440,491 shares. Other significant holdings listed include Berkshire Hathaway Inc. Class B (19,867 shares), Visa Inc. Class A (21,590 shares), and Procter & Gamble Co. (44,859 shares).
The filing also details substantial exposure to the healthcare sector, with holdings in Eli Lilly & Co. (4,188 shares), Merck & Co. Inc. (64,486 shares), and Johnson & Johnson (9,661 shares). Additionally, the firm holds stakes in energy companies such as Exxon Mobil Corp. (52,704 shares) and Chevron Corp. (8,608 shares).
ETFs comprise a significant portion of the portfolio, with holdings in the iShares Core S&P 500 ETF (32,248 shares), Vanguard Total Stock Market ETF (12,380 shares), and the Invesco QQQ Trust (808 shares). The report lists the filing date as September 11, 2026, with a reporting period ending December 31, 2024.
