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: $428.3M115 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$593K	0.1%Prev: 0.2%	4,086 SH	Decreased-308 SH
ABBOTT LABORATORIES	COM	$6.1M	1.4%	59,677 SH	New
ABBVIE INC	COM	$10.5M	2.5%Prev: 2.6%	48,353 SH	Decreased-2,765 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.5M	0.8%Prev: 1.4%	17,696 SH	Decreased-1,069 SH
ADOBE INC	COM	$3.3M	0.8%Prev: 1.1%	13,729 SH	Decreased+1,855 SH
AFLAC INC	COM	$206K	0.0%Prev: 0.1%	1,880 SH	Decreased
ALBEMARLE CORP	7.25% DEP SHS A	$7.2M	1.7%Prev: 0.9%	100,820 SH	Increased-7,620 SH
ALPHABET INC	CAP STK CL A	$12.7M	3.0%Prev: 2.0%	44,116 SH	Increased-8,563 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.3%Prev: 0.4%	5,042 SH	Decreased-4,683 SH
AMAZON COM INC	COM	$7.0M	1.6%Prev: 1.6%	33,584 SH	Increased-1,031 SH
AMERICAN EXPRESS CO	COM	$242K	0.1%Prev: 0.1%	800 SH	Increased
AMGEN INC	COM	$435K	0.1%Prev: 0.1%	1,237 SH	Increased
APPLE INC	COM	$12.6M	2.9%Prev: 3.1%	49,674 SH	Decreased-7,472 SH
APPLIED MATLS INC	COM	$272K	0.1%	795 SH	New
ARCHER DANIELS MIDLAND CO	COM	$209K	0.0%	2,880 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$331K	0.1%Prev: 0.1%	1,630 SH	Decreased-85 SH
BANK NEW YORK MELLON CORP	COM	$7.7M	1.8%Prev: 1.8%	64,639 SH	Increased-24,398 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.5M	2.0%Prev: 2.5%	17,672 SH	Decreased-1,620 SH
BRISTOL-MYERS SQUIBB CO	COM	$404K	0.1%Prev: 0.1%	6,660 SH	Decreased
BXP INC	COM	$252K	0.1%Prev: 0.1%	4,850 SH	Decreased
CATERPILLAR INC	COM	$2.5M	0.6%Prev: 0.3%	3,502 SH	Increased-40 SH
CHEVRON CORPORATION	COM	$1.6M	0.4%	7,720 SH	New
CINTAS CORP	COM	$3.4M	0.8%Prev: 1.0%	20,270 SH	Decreased
CISCO SYS INC	COM	$9.7M	2.3%Prev: 2.2%	125,527 SH	Increased-21,367 SH
COCA COLA CO	COM	$5.6M	1.3%Prev: 1.4%	74,107 SH	Increased-3,520 SH
COLGATE PALMOLIVE CO	COM	$5.2M	1.2%Prev: 1.5%	60,669 SH	Decreased-3,132 SH
COMCAST CORP NEW	CL A	$3.5M	0.8%Prev: 1.2%	122,976 SH	Decreased-11,198 SH
CONOCOPHILLIPS	COM	$5.5M	1.3%Prev: 0.9%	41,560 SH	Increased+8,042 SH
COSTCO WHOLESALE CORPORATION	COM	$289K	0.1%	290 SH	New
D R HORTON INC	COM	$5.5M	1.3%Prev: 1.3%	40,290 SH	Increased+52 SH
DANAHER CORP DEL	COM	$364K	0.1%	1,918 SH	New
DISNEY WALT CO	COM	$4.7M	1.1%Prev: 1.1%	48,377 SH	Increased+1,742 SH
DUKE ENERGY CORP NEW	COM NEW	$6.0M	1.4%Prev: 1.3%	45,712 SH	Increased+905 SH
ELI LILLY & CO	COM	$4.4M	1.0%Prev: 0.8%	4,833 SH	Increased+645 SH
EMERSON ELEC CO	COM	$668K	0.2%Prev: 0.1%	5,100 SH	Increased
EQUINIX INC	COM	$4.0M	0.9%	4,106 SH	New
EXXON MOBIL CORP	COM	$9.0M	2.1%Prev: 1.6%	53,185 SH	Increased-227 SH
FASTENAL CO	COM	$9.3M	2.2%Prev: 2.0%	201,370 SH	Increased+93,978 SH
GE AEROSPACE	COM NEW	$274K	0.1%Prev: 0.1%	965 SH	Decreased-1,448 SH
GE VERNOVA INC	COM	$217K	0.1%	249 SH	New
GENERAL DYNAMICS CORP	COM	$264K	0.1%Prev: 0.1%	770 SH	Increased
GENERAL MILLS INC	COM	$4.0M	0.9%	107,872 SH	New
GENUINE PARTS CO	COM	$227K	0.1%Prev: 0.1%	2,150 SH	Decreased-240 SH
GOLDMAN SACHS GROUP INC	COM	$254K	0.1%	300 SH	New
HOME DEPOT INC	COM	$2.9M	0.7%Prev: 0.8%	8,805 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$672K	0.2%Prev: 0.2%	2,580 SH	Increased
INDEPENDENT BK CORP MASS	COM	$1.3M	0.3%	17,011 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$790K	0.2%Prev: 0.2%	3,260 SH	Decreased+47 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$892K	0.2%Prev: 0.1%	4,648 SH	Increased+1,918 SH
INVESCO QQQ TR	UNIT SER 1	$499K	0.1%Prev: 0.1%	865 SH	Increased+88 SH
ISHARES GOLD TR	ISHARES NEW	$4.1M	1.0%Prev: 0.7%	46,825 SH	Increased-3,318 SH
ISHARES INC	CORE MSCI EMKT	$7.2M	1.7%Prev: 1.4%	103,306 SH	Increased-2,472 SH
ISHARES TR	CORE 60/40 BALAN	$451K	0.1%Prev: 0.1%	7,001 SH	Decreased-1,508 SH
ISHARES TR	CORE MSCI EAFE	$6.3M	1.5%Prev: 1.3%	69,552 SH	Increased+423 SH
ISHARES TR	CORE S&P MCP ETF	$3.4M	0.8%Prev: 0.7%	50,493 SH	Increased+1,750 SH
ISHARES TR	CORE S&P SCP ETF	$9.4M	2.2%Prev: 1.9%	75,727 SH	Increased+1,776 SH
ISHARES TR	CORE S&P500 ETF	$19.0M	4.4%Prev: 4.2%	29,067 SH	Increased-1,342 SH
ISHARES TR	CORE US AGGBD ET	$475K	0.1%Prev: 0.1%	4,784 SH	Increased+470 SH
ISHARES TR	GLOBAL TECH ETF	$360K	0.1%Prev: 0.1%	3,600 SH	Increased
ISHARES TR	IBOXX HI YD ETF	$2.6M	0.6%Prev: 0.6%	32,126 SH	Increased-143 SH
ISHARES TR	PFD AND INCM SEC	$956K	0.2%Prev: 0.1%	31,532 SH	Increased+15,867 SH
ISHARES TR	RUS 1000 ETF	$274K	0.1%Prev: 0.1%	768 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$274K	0.1%Prev: 0.1%	643 SH	Increased-79 SH
ISHARES TR	RUSSELL 2000 ETF	$4.6M	1.1%Prev: 1.0%	18,497 SH	Increased-2,511 SH
JOHNSON & JOHNSON	COM	$2.3M	0.5%Prev: 0.4%	9,613 SH	Increased-48 SH
JPMORGAN CHASE & CO	COM	$9.5M	2.2%	32,364 SH	New
KIMBERLY-CLARK CORP	COM	$285K	0.1%Prev: 0.1%	2,955 SH	Decreased-75 SH
LABCORP HOLDINGS INC	COM SHS	$6.2M	1.5%Prev: 1.4%	23,309 SH	Increased-1,216 SH
LINDE PLC	SHS	$7.8M	1.8%Prev: 1.8%	15,768 SH	Increased-204 SH
LOCKHEED MARTIN CORP	COM	$6.7M	1.6%Prev: 1.2%	11,161 SH	Increased-20 SH
LOWES COS INC	COM	$232K	0.1%Prev: 0.1%	980 SH	Increased
MARSH & MCLENNAN COS INC	COM	$454K	0.1%Prev: 0.2%	2,620 SH	Decreased
MASCO CORP	COM	$241K	0.1%Prev: 0.1%	4,000 SH	Decreased
MASTERCARD INCORPORATED	CL A	$8.4M	2.0%Prev: 2.8%	16,753 SH	Decreased-4,317 SH
MCDONALDS CORP	COM	$7.5M	1.7%Prev: 1.9%	24,103 SH	Decreased-928 SH
MEDTRONIC PLC	SHS	$4.4M	1.0%Prev: 1.1%	50,547 SH	Decreased+1,695 SH
MERCK & CO INC	COM	$8.0M	1.9%Prev: 1.4%	66,572 SH	Increased+2,976 SH
MICROSOFT CORP	COM	$13.6M	3.2%Prev: 3.9%	36,860 SH	Decreased-5,364 SH
NEXTERA ENERGY INC	COM	$6.9M	1.6%Prev: 1.3%	73,976 SH	Increased-802 SH
NUCOR CORP	COM	$327K	0.1%Prev: 0.1%	1,936 SH	Increased
NVIDIA CORPORATION	COM	$6.8M	1.6%Prev: 1.0%	39,045 SH	Increased-435 SH
OMNICOM GROUP INC	COM	$3.5M	0.8%Prev: 1.0%	47,048 SH	Decreased-2,878 SH
ORACLE CORP	COM	$1.4M	0.3%Prev: 0.3%	9,749 SH	Increased-405 SH
PAYCHEX INC	COM	$696K	0.2%Prev: 0.3%	7,555 SH	Decreased
PEPSICO INC	COM	$5.2M	1.2%Prev: 1.3%	33,750 SH	Decreased-1,648 SH
PFIZER INC	COM	$337K	0.1%Prev: 0.1%	12,009 SH	Decreased-3,018 SH
PPG INDS INC	COM	$395K	0.1%Prev: 0.1%	3,700 SH	Decreased
PROCTER & GAMBLE CO	COM	$6.8M	1.6%	46,797 SH	New
QUALCOMM INC	COM	$389K	0.1%Prev: 0.1%	3,020 SH	Decreased
RTX CORPORATION	COM	$315K	0.1%Prev: 0.1%	1,635 SH	Increased-35 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$4.6M	1.1%	74,733 SH	New
SNAP ON INC	COM	$6.5M	1.5%Prev: 1.5%	17,954 SH	Increased-507 SH
SOUTHERN CO	COM	$455K	0.1%Prev: 0.1%	4,710 SH	Increased
STATE STR SPDR DOW JONES IND	UT SER 1	$754K	0.2%	1,627 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.6M	1.1%	7,006 SH	New
STRYKER CORPORATION	COM	$1.4M	0.3%Prev: 0.4%	4,354 SH	Decreased
SYSCO CORP	COM	$4.8M	1.1%Prev: 1.2%	67,636 SH	Decreased+1,631 SH
TESLA INC	COM	$470K	0.1%Prev: 0.1%	1,265 SH	Increased
TEXAS INSTRS INC	COM	$206K	0.0%	1,060 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$5.3M	1.2%Prev: 1.1%	10,814 SH	Increased+1,429 SH
TRACTOR SUPPLY CO	COM	$7.7M	1.8%Prev: 2.4%	169,475 SH	Decreased-5,495 SH
UNITED PARCEL SVCS INC	CL B	$4.2M	1.0%	42,437 SH	New
UNITEDHEALTH GROUP INC	COM	$200K	0.0%Prev: 0.1%	740 SH	Decreased
US BANCORP	COM NEW	$4.9M	1.2%	95,058 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$614K	0.1%Prev: 0.2%	12,240 SH	Decreased-6,438 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.2M	0.5%Prev: 0.6%	8,360 SH	Decreased-1,831 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.0M	0.9%Prev: 0.8%	12,380 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	0.3%Prev: 0.3%	15,681 SH	Decreased-4,592 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$755K	0.2%Prev: 0.2%	13,964 SH	Increased-1,084 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.3%Prev: 0.3%	19,498 SH	Increased-1,496 SH
VERIZON COMMUNICATIONS INC	COM	$5.4M	1.3%Prev: 1.1%	107,994 SH	Increased+4,339 SH
WALMART INC	COM	$13.7M	3.2%Prev: 2.8%	110,124 SH	Increased-21,230 SH
WASTE MGMT INC DEL	COM	$710K	0.2%Prev: 0.2%	3,090 SH	Decreased
WEC ENERGY GROUP INC	COM	$220K	0.1%Prev: 0.1%	1,902 SH	Increased
XYLEM INC	COM	$6.7M	1.6%Prev: 1.9%	56,127 SH	Decreased-9,390 SH

Sold (vs prior filing)

ABBOTT LABS — $8.0M
AGILENT TECHNOLOGIES INC — $215K
BOEING CO — $222K
CHEVRON CORP NEW — $1.4M
CLOROX CO DEL — $202K
COSTCO WHSL CORP NEW — $274K
DANAHER CORPORATION — $393K
EMPIRE ST RLTY OP L P — $83K
GENERAL MLS INC — $6.6M
HP INC — $240K
ISHARES TR — $1.5M
JPMORGAN CHASE & CO. — $8.7M
PROCTER AND GAMBLE CO — $7.6M
SELECT SECTOR SPDR TR — $4.7M
SPDR DOW JONES INDL AVERAGE — $1.4M
SPDR S&P 500 ETF TR — $4.0M
UNITED PARCEL SERVICE INC — $4.4M
US BANCORP DEL — $3.9M
VANECK ETF TRUST — $1.8M
YUM BRANDS INC — $680K
… 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