Boston Research & Management Inc. filed a Form 13F-HR/A with the Securities and Exchange Commission on November 25, 2024, disclosing its equity holdings as of the close of business on September 30, 2024. The filing reports that the firm held a total of 116 distinct positions in U.S. equities and exchange-traded funds (ETFs) at the end of the third quarter.
The filing lists the firm's contact information, including its address at 40 Beach Street, Suite 200, in Manchester, Massachusetts, and identifies Daniel F. Tortola, CFA, as the Chief Investment Officer responsible for the portfolio. The report indicates that the firm did not report any new positions initiated during the reporting period.
The portfolio is diversified across various sectors, with the largest individual equity positions including Walmart Inc., Cisco Systems Inc., and Microsoft Corporation. The filing also lists significant holdings in exchange-traded funds, such as the iShares Core S&P 500 ETF, the Vanguard Total Stock Market ETF, and the iShares Core MSCI Emerging Markets ETF.
