Boston Research & Management Inc. has filed its Form 13F-HR/A report for the period ending March 31, 2025, disclosing equity securities held by the firm. The filing lists a total of 117 distinct positions held by the investment manager.
The portfolio is heavily weighted toward technology and healthcare giants, with Microsoft Corporation holding the largest position at 15,850,288 shares. Other top holdings include Apple Inc. with 12,693,861 shares, Berkshire Hathaway Inc. Class B with 10,274,268 shares, and Johnson & Johnson with 1,602,181 shares.
Within the technology sector, Alphabet Inc. (Class A and Class C) holds 526,79 and 9,725 shares, respectively, while Amazon.com Inc. is listed with 34,615 shares. Healthcare holdings include Eli Lilly & Co., Merck & Co. Inc., and Medtronic PLC, with share counts ranging from 4,188 to 63,596.
The filing also includes significant exposure to exchange-traded funds (ETFs). The top ETF holding is the Vanguard Total Stock Market ETF with 3,402,520 shares, followed by the iShares Core S&P 500 ETF with 17,086,722 shares. Other notable ETFs include the iShares Core MSCI Emerging Markets ETF with 5,708,850 shares and the Invesco S&P 500 Equal Weight ETF with 472,940 shares.
The report lists Daniel F. Tortola, CFA, as the Chief Investment Officer responsible for the management of these assets.
