BOSTON RESEARCH & MANAGEMENT INC

CIK 0001259261 • 13 13F filings • May 12, 2025 – Sep 18, 2026

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Filer information

Filed by: BOSTON RESEARCH & MANAGEMENT INC, CIO
Address: 40 BEACH STREET, SUITE 200, MANCHESTER, MA, 01944
Phone: 978-526-9700
AUM: $439.9M

AUM over time

$432.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q3 2024

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $452.6M121 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$662K	0.1%Prev: 0.2%	4,086 SH	Decreased-308 SH
ABBOTT LABORATORIES	COM	$5.4M	1.2%	59,474 SH	New
ABBVIE INC	COM	$12.1M	2.7%Prev: 2.2%	48,129 SH	Increased-3,157 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.2M	0.5%Prev: 1.4%	17,609 SH	Decreased-1,526 SH
ADOBE INC	COM	$2.8M	0.6%Prev: 1.1%	13,584 SH	Decreased+1,646 SH
AFLAC INC	COM	$220K	0.0%	1,880 SH	New
AGILENT TECHNOLOGIES INC	COM	$231K	0.1%Prev: 0.0%	1,737 SH	Increased
ALBEMARLE CORP	7.25% DEP SHS A	$5.5M	1.2%Prev: 0.9%	99,820 SH	Increased-22,140 SH
ALPHABET INC	CAP STK CL A	$15.5M	3.4%Prev: 2.2%	43,406 SH	Increased-8,707 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.4%Prev: 0.4%	4,912 SH	Increased-4,738 SH
AMAZON COM INC	COM	$8.0M	1.8%Prev: 1.8%	33,369 SH	Increased-1,506 SH
AMERICAN EXPRESS CO	COM	$271K	0.1%Prev: 0.1%	800 SH	Increased
AMGEN INC	COM	$448K	0.1%Prev: 0.1%	1,237 SH	Increased
APPLE INC	COM	$14.2M	3.1%Prev: 2.8%	49,123 SH	Increased-8,320 SH
APPLIED MATLS INC	COM	$575K	0.1%	795 SH	New
ARCHER DANIELS MIDLAND CO	COM	$220K	0.0%	2,880 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$365K	0.1%Prev: 0.1%	1,630 SH	Decreased
BANK OF NY MELLON CORP	COM	$9.2M	2.0%	63,884 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.7M	1.9%Prev: 2.2%	17,366 SH	Decreased-1,629 SH
BRISTOL-MYERS SQUIBB CO	COM	$384K	0.1%Prev: 0.1%	6,660 SH	Increased
BXP INC	COM	$322K	0.1%Prev: 0.1%	4,850 SH	Decreased
CATERPILLAR INC	COM	$3.6M	0.8%Prev: 0.3%	3,382 SH	Increased-160 SH
CHEVRON CORPORATION	COM	$1.3M	0.3%	7,720 SH	New
CHUBB LIMITED	COM	$201K	0.0%	590 SH	New
CINTAS CORP	COM	$3.4M	0.8%Prev: 1.1%	20,270 SH	Decreased
CISCO SYS INC	COM	$14.5M	3.2%Prev: 2.4%	123,742 SH	Increased-21,387 SH
COCA COLA CO	COM	$6.0M	1.3%Prev: 1.3%	73,647 SH	Increased-2,332 SH
COLGATE PALMOLIVE CO	COM	$5.5M	1.2%Prev: 1.4%	60,464 SH	Decreased-2,784 SH
COMCAST CORP NEW	CL A	$3.1M	0.7%Prev: 1.2%	125,131 SH	Decreased-12,485 SH
CONOCOPHILLIPS	COM	$4.3M	1.0%Prev: 0.8%	41,367 SH	Increased+1,815 SH
COSTCO WHOLESALE CORPORATION	COM	$271K	0.1%	290 SH	New
D R HORTON INC	COM	$6.5M	1.4%Prev: 1.3%	40,067 SH	Increased-2,455 SH
DANAHER CORP DEL	COM	$365K	0.1%	1,918 SH	New
DISNEY WALT CO	COM	$4.6M	1.0%Prev: 1.4%	47,627 SH	Decreased+1,147 SH
DUKE ENERGY CORP NEW	COM NEW	$5.8M	1.3%Prev: 1.3%	45,624 SH	Increased-136 SH
ELI LILLY & CO	COM	$5.8M	1.3%Prev: 0.8%	4,833 SH	Increased+645 SH
EMERSON ELEC CO	COM	$730K	0.2%Prev: 0.2%	5,100 SH	Increased
EQUINIX INC	COM	$4.2M	0.9%	4,068 SH	New
EXXON MOBIL CORP	COM	$7.2M	1.6%Prev: 1.4%	52,945 SH	Increased-1,829 SH
FASTENAL CO	COM	$9.6M	2.1%Prev: 2.1%	199,875 SH	Increased-11,927 SH
GE AEROSPACE	COM NEW	$361K	0.1%Prev: 0.1%	965 SH	Decreased-1,408 SH
GE VERNOVA INC	COM	$293K	0.1%Prev: 0.1%	249 SH	Decreased-351 SH
GENERAL DYNAMICS CORP	COM	$273K	0.1%Prev: 0.1%	770 SH	Increased
GENERAL MILLS INC	COM	$3.6M	0.8%	104,150 SH	New
GENUINE PARTS CO	COM	$236K	0.1%Prev: 0.1%	2,000 SH	Decreased-390 SH
GOLDMAN SACHS GROUP INC	COM	$303K	0.1%Prev: 0.1%	300 SH	Increased
HOME DEPOT INC	COM	$3.1M	0.7%Prev: 0.8%	8,805 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$698K	0.2%Prev: 0.2%	2,580 SH	Increased
INDEPENDENT BK CORP MASS	COM	$1.4M	0.3%	17,011 SH	New
INTEL CORP	COM	$377K	0.1%	2,700 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$917K	0.2%Prev: 0.2%	3,260 SH	Decreased+47 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.0M	0.2%Prev: 0.1%	4,705 SH	Increased+1,614 SH
INVESCO QQQ TR	UNIT SER 1	$624K	0.1%Prev: 0.1%	847 SH	Increased+2 SH
ISHARES GOLD TR	ISHARES NEW	$3.5M	0.8%Prev: 0.7%	46,825 SH	Increased-3,038 SH
ISHARES INC	CORE MSCI EMKT	$8.3M	1.8%Prev: 1.5%	100,742 SH	Increased-6,435 SH
ISHARES TR	CORE 60 BALA ETF	$491K	0.1%	7,061 SH	New
ISHARES TR	CORE MSCI EAFE	$6.6M	1.5%Prev: 1.4%	68,567 SH	Increased-2,103 SH
ISHARES TR	CORE S&P MCP ETF	$3.9M	0.9%Prev: 0.7%	49,967 SH	Increased-268 SH
ISHARES TR	CORE S&P SCP ETF	$11.2M	2.5%Prev: 2.0%	75,300 SH	Increased-960 SH
ISHARES TR	CORE S&P500 ETF	$21.6M	4.8%Prev: 4.3%	28,863 SH	Increased-761 SH
ISHARES TR	CORE US AGGBD ET	$458K	0.1%Prev: 0.1%	4,628 SH	Decreased-78 SH
ISHARES TR	GLOBAL TECH ETF	$520K	0.1%Prev: 0.1%	3,600 SH	Increased
ISHARES TR	IBOXX HI YD ETF	$2.5M	0.6%Prev: 0.6%	31,823 SH	Decreased+39 SH
ISHARES TR	PFD AND INCM SEC	$948K	0.2%Prev: 0.1%	31,100 SH	Increased+16,040 SH
ISHARES TR	RUS 1000 ETF	$314K	0.1%Prev: 0.1%	768 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$313K	0.1%Prev: 0.1%	2,520 SH	Increased+1,877 SH
ISHARES TR	RUSSELL 2000 ETF	$5.4M	1.2%Prev: 1.1%	18,027 SH	Increased-2,948 SH
JOHNSON & JOHNSON	COM	$2.4M	0.5%Prev: 0.3%	9,613 SH	Increased-48 SH
JPMORGAN CHASE & CO	COM	$10.5M	2.3%	32,195 SH	New
KIMBERLY-CLARK CORP	COM	$324K	0.1%Prev: 0.1%	2,955 SH	Decreased-75 SH
LABCORP HOLDINGS INC	COM SHS	$6.5M	1.4%Prev: 1.5%	23,271 SH	Increased-950 SH
LINDE PLC	SHS	$8.1M	1.8%Prev: 1.8%	15,624 SH	Increased-300 SH
LOCKHEED MARTIN CORP	COM	$5.7M	1.3%Prev: 1.3%	11,177 SH	Increased-352 SH
LOWES COS INC	COM	$5.0M	1.1%Prev: 0.1%	22,745 SH	Increased+21,765 SH
MARSH & MCLENNAN COS INC	COM	$437K	0.1%Prev: 0.1%	2,620 SH	Decreased
MASCO CORP	COM	$325K	0.1%Prev: 0.1%	4,000 SH	Increased
MASTERCARD INCORPORATED	CL A	$8.5M	1.9%Prev: 2.7%	16,607 SH	Decreased-3,909 SH
MCDONALDS CORP	COM	$6.5M	1.4%Prev: 1.7%	24,010 SH	Decreased-1,138 SH
MEDTRONIC PLC	SHS	$4.0M	0.9%Prev: 1.0%	51,201 SH	Decreased+572 SH
MERCK & CO INC	COM	$8.5M	1.9%Prev: 1.3%	65,845 SH	Increased-1,780 SH
MICROSOFT CORP	COM	$13.8M	3.0%Prev: 4.9%	36,953 SH	Decreased-4,547 SH
NEXTERA ENERGY INC	COM	$6.5M	1.4%Prev: 1.3%	73,786 SH	Increased-3,137 SH
NUCOR CORP	COM	$431K	0.1%Prev: 0.1%	1,936 SH	Increased
NVIDIA CORPORATION	COM	$7.7M	1.7%Prev: 1.5%	38,473 SH	Increased-907 SH
OLD DOMINION FREIGHT LINE IN	COM	$212K	0.0%	980 SH	New
OMNICOM GROUP INC	COM	$3.4M	0.7%Prev: 0.9%	46,043 SH	Decreased-4,218 SH
ORACLE CORP	COM	$1.4M	0.3%Prev: 0.5%	9,639 SH	Decreased-260 SH
PAYCHEX INC	COM	$743K	0.2%Prev: 0.3%	7,555 SH	Decreased
PEPSICO INC	COM	$4.6M	1.0%Prev: 1.1%	34,145 SH	Decreased-2,430 SH
PFIZER INC	COM	$289K	0.1%Prev: 0.1%	12,009 SH	Decreased-3,018 SH
PPG INDS INC	COM	$449K	0.1%Prev: 0.1%	3,700 SH	Increased
PROCTER & GAMBLE CO	COM	$6.9M	1.5%	46,908 SH	New
QUALCOMM INC	COM	$558K	0.1%Prev: 0.1%	3,020 SH	Increased
RTX CORPORATION	COM	$262K	0.1%Prev: 0.1%	1,380 SH	Increased-255 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$4.0M	0.9%	74,398 SH	New
SNAP ON INC	COM	$7.1M	1.6%Prev: 1.4%	17,731 SH	Increased-1,236 SH
SOUTHERN CO	COM	$451K	0.1%Prev: 0.1%	4,710 SH	Increased
SPDR SERIES TRUST	ST STR CONV ETF	$217K	0.0%	2,009 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$850K	0.2%	1,627 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.2M	1.2%	6,971 SH	New
STRYKER CORPORATION	COM	$1.4M	0.3%Prev: 0.4%	4,354 SH	Decreased
SYSCO CORP	COM	$5.7M	1.3%Prev: 1.2%	68,451 SH	Increased+140 SH
TESLA INC	COM	$532K	0.1%Prev: 0.1%	1,265 SH	Increased
TEXAS INSTRS INC	COM	$316K	0.1%Prev: 0.1%	1,060 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$5.5M	1.2%Prev: 1.1%	10,974 SH	Increased-7 SH
TRACTOR SUPPLY CO	COM	$5.4M	1.2%Prev: 2.2%	169,260 SH	Decreased-7,320 SH
UNITED PARCEL SVCS INC	CL B	$4.6M	1.0%	42,352 SH	New
UNITEDHEALTH GROUP INC	COM	$308K	0.1%Prev: 0.1%	740 SH	Increased
US BANCORP	COM NEW	$5.7M	1.3%	93,913 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$602K	0.1%Prev: 0.2%	11,696 SH	Decreased-5,312 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$233K	0.1%	945 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$2.5M	0.6%Prev: 0.6%	8,343 SH	Increased-1,650 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	1.0%Prev: 0.9%	12,380 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.3M	0.3%Prev: 0.3%	15,681 SH	Increased-2,842 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$834K	0.2%Prev: 0.2%	13,964 SH	Increased-162 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.3%Prev: 0.3%	19,498 SH	Increased-718 SH
VERIZON COMMUNICATIONS INC	COM	$4.6M	1.0%Prev: 1.1%	108,377 SH	Decreased+415 SH
WALMART INC	COM	$12.2M	2.7%Prev: 3.0%	107,734 SH	Decreased-21,727 SH
WASTE MGMT INC DEL	COM	$689K	0.2%Prev: 0.2%	3,090 SH	Decreased
WEC ENERGY GROUP INC	COM	$222K	0.0%	1,902 SH	New
XYLEM INC	COM	$6.7M	1.5%Prev: 2.0%	57,009 SH	Decreased-7,943 SH

Sold (vs prior filing)

ABBOTT LABS — $8.0M
BANK NEW YORK MELLON CORP — $7.9M
BOEING CO — $272K
CHEVRON CORP NEW — $1.2M
COSTCO WHSL CORP NEW — $287K
DANAHER CORPORATION — $379K
EMPIRE ST RLTY OP L P — $85K
GENERAL MLS INC — $5.9M
HP INC — $212K
ISHARES TR — $449K
ISHARES TR — $1.5M
JPMORGAN CHASE & CO. — $10.2M
PROCTER AND GAMBLE CO — $7.2M
SELECT SECTOR SPDR TR — $3.8M
SPDR DOW JONES INDL AVERAGE — $1.1M
SPDR S&P 500 ETF TR — $4.4M
UNITED PARCEL SERVICE INC — $4.3M
US BANCORP DEL — $4.4M
VANECK ETF TRUST — $1.7M
WORTHINGTON ENTERPRISES INC — $223K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Aug 27, 2026	Q4 2025	13F-HR/A	0001259261-26-000012	$439.9M	View
Sep 11, 2026	Q4 2024	13F-HR/A	0001259261-26-000020	$413.9M	View
Sep 1, 2026	Q3 2025