AiSiWhale

AI & tech investing

BOSTON RESEARCH & MANAGEMENT INC

CIK 1259261

13F filing for Q2 2026・No. 4,157

Holdings
US$452.63M
Quarter change
−US$396.64M
Entries
121
Net bought (estimate)
−US$439.96M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 6
  • Sold out 0
  • Cut 113
  • Added 1
  • Corporate actions 0
  • Unchanged 1

Largest holdings

121 stocks worth US$452.63M, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFCutUS$21.62M4.78%
GOOGLAlphabetCAP STK CL ACutUS$15.51M3.43%
CSCOCISCO SYS INCCOMCutUS$14.53M3.21%
AAPLAppleCOMCutUS$14.21M3.14%
MSFTMicrosoftCOMCutUS$13.78M3.05%
WMTWALMART INCCOMCutUS$12.2M2.70%
ABBVABBVIE INCCOMCutUS$12.11M2.68%
ISHARES TRCORE S&P SCP ETFCutUS$11.17M2.47%
JPMJPMORGAN CHASE & COCOMCutUS$10.54M2.33%
FASTFASTENAL COCOMCutUS$9.6M2.12%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.