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| Boston Research and Management Inc
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|---|---|
| CRD # | 107643 |
| SEC # | 801-39603 |
| CIK # | 0000910820, 0001259261 |
| AUM | $627.1 M (2025-01-23) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 978-526-9700 |
| Address | 40 Beach Street Manchester, MA 01944-1464 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 59,240.4 | ||
| Nvidia Corp | 51,459.1 | ||
| Apple Inc | 47,845.4 | ||
| Amazon Com Inc | 35,211.8 | ||
| Facebook Inc | 27,471.2 | ||
| Alphabet Inc | 23,701.2 | ||
| Broadcom Inc | 20,324.6 | ||
| J P Morgan Chase & Co | 19,419.7 | ||
| VISA Inc | 17,772.2 | ||
| Tesla Motors Inc | 13,734.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 19.6 |
| (b) Individuals (high net worth individuals) | 84 | 604.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 627.1 |
| By Discretionary | ||
| Discretionary | 501 | 627.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 501 | 627.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 627.1 | |
| Total | 501 | 627.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000910820] | |
| 13F-HR | [0001259261] |
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