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: $439.9M121 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$703K	0.2%Prev: 0.1%	4,394 SH	Increased
ABBOTT LABS	COM	$7.1M	1.6%Prev: 1.7%	56,722 SH	Decreased-6,465 SH
ABBVIE INC	COM	$11.1M	2.5%Prev: 2.2%	48,688 SH	Increased-3,708 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.9M	1.1%Prev: 1.6%	18,308 SH	Decreased-441 SH
ADOBE INC	COM	$3.6M	0.8%Prev: 0.9%	10,290 SH	Increased+2,224 SH
AFLAC INC	COM	$207K	0.0%	1,880 SH	New
AGILENT TECHNOLOGIES INC	COM	$236K	0.1%Prev: 0.1%	1,737 SH	Decreased-104 SH
ALBEMARLE CORP	7.25% DEP SHS A	$6.2M	1.4%Prev: 1.0%	104,020 SH	Increased+700 SH
ALPHABET INC	CAP STK CL A	$14.3M	3.2%Prev: 2.4%	45,649 SH	Increased-7,181 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.5%Prev: 0.5%	6,457 SH	Increased-3,648 SH
AMAZON COM INC	COM	$7.7M	1.8%Prev: 1.9%	33,539 SH	Increased-1,601 SH
AMERICAN EXPRESS CO	COM	$296K	0.1%Prev: 0.1%	800 SH	Increased
AMGEN INC	COM	$405K	0.1%Prev: 0.1%	1,237 SH	Increased
APPLE INC	COM	$14.6M	3.3%Prev: 3.5%	53,583 SH	Increased-4,082 SH
APPLIED MATLS INC	COM	$251K	0.1%	975 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$419K	0.1%Prev: 0.1%	1,630 SH	Decreased-85 SH
BANK NEW YORK MELLON CORP	COM	$7.5M	1.7%Prev: 1.7%	64,824 SH	Increased-27,286 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.1M	2.1%Prev: 2.2%	18,105 SH	Increased-1,762 SH
BOEING CO	COM	$282K	0.1%Prev: 0.1%	1,300 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$359K	0.1%Prev: 0.1%	6,660 SH	Decreased
BXP INC	COM	$327K	0.1%Prev: 0.1%	4,850 SH	Decreased
C H ROBINSON WORLDWIDE INC	COM NEW	$223K	0.1%	1,390 SH	New
CATERPILLAR INC	COM	$2.0M	0.5%Prev: 0.3%	3,502 SH	Increased-40 SH
CHEVRON CORP NEW	COM	$1.2M	0.3%Prev: 0.3%	7,920 SH	Decreased-688 SH
CINTAS CORP	COM	$3.8M	0.9%Prev: 0.9%	20,270 SH	Decreased-1,030 SH
CISCO SYS INC	COM	$9.7M	2.2%Prev: 2.1%	126,315 SH	Increased-22,859 SH
COCA COLA CO	COM	$5.2M	1.2%Prev: 1.2%	74,630 SH	Increased-4,370 SH
COLGATE PALMOLIVE CO	COM	$4.7M	1.1%Prev: 1.4%	60,074 SH	Decreased-4,517 SH
COMCAST CORP NEW	CL A	$2.9M	0.7%Prev: 1.2%	96,971 SH	Decreased-36,452 SH
CONOCOPHILLIPS	COM	$3.9M	0.9%Prev: 0.8%	41,178 SH	Increased+8,394 SH
COSTCO WHSL CORP NEW	COM	$250K	0.1%Prev: 0.1%	290 SH	Decreased
CVS HEALTH CORP	COM	$201K	0.0%Prev: 0.4%	2,539 SH	Decreased-31,369 SH
D R HORTON INC	COM	$5.9M	1.3%Prev: 1.4%	40,817 SH	Increased+144 SH
DANAHER CORPORATION	COM	$439K	0.1%Prev: 0.1%	1,918 SH	Decreased
DISNEY WALT CO	COM	$5.3M	1.2%Prev: 1.3%	46,553 SH	Increased-555 SH
DUKE ENERGY CORP NEW	COM NEW	$5.3M	1.2%Prev: 1.2%	45,407 SH	Increased-835 SH
ELI LILLY & CO	COM	$4.5M	1.0%Prev: 0.8%	4,148 SH	Increased-40 SH
EMERSON ELEC CO	COM	$677K	0.2%Prev: 0.2%	5,100 SH	Increased
EMPIRE ST RLTY OP L P	UNIT LTD PRTNSP	$68K	0.0%Prev: 0.0%	10,754 SH	Decreased
EQUINIX INC	COM	$3.0M	0.7%	3,913 SH	New
EXXON MOBIL CORP	COM	$6.9M	1.6%Prev: 1.4%	57,036 SH	Increased+4,332 SH
FASTENAL CO	COM	$8.1M	1.9%Prev: 1.9%	202,870 SH	Increased+94,500 SH
GE AEROSPACE	COM NEW	$731K	0.2%Prev: 0.1%	2,373 SH	Increased-40 SH
GE VERNOVA INC	COM	$392K	0.1%	600 SH	New
GENERAL DYNAMICS CORP	COM	$259K	0.1%Prev: 0.0%	770 SH	Increased
GENERAL MLS INC	COM	$4.7M	1.1%Prev: 1.7%	100,079 SH	Decreased-8,148 SH
GENUINE PARTS CO	COM	$294K	0.1%Prev: 0.1%	2,390 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$264K	0.1%	300 SH	New
HOME DEPOT INC	COM	$3.0M	0.7%Prev: 0.8%	8,805 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$635K	0.1%Prev: 0.2%	2,580 SH	Decreased
INDEPENDENT BK CORP MASS	COM	$1.2M	0.3%	17,011 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$966K	0.2%Prev: 0.2%	3,260 SH	Increased+47 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	0.3%Prev: 0.1%	6,312 SH	Increased+3,630 SH
INVESCO QQQ TR	UNIT SER 1	$519K	0.1%Prev: 0.1%	845 SH	Increased+37 SH
ISHARES GOLD TR	ISHARES NEW	$3.8M	0.9%Prev: 0.6%	46,955 SH	Increased-3,328 SH
ISHARES INC	CORE MSCI EMKT	$7.0M	1.6%Prev: 1.3%	103,882 SH	Increased-1,351 SH
ISHARES TR	CORE 60/40 BALAN	$452K	0.1%	6,956 SH	New
ISHARES TR	CORE MSCI EAFE	$6.2M	1.4%Prev: 1.2%	69,782 SH	Increased+682 SH
ISHARES TR	CORE S&P MCP ETF	$3.5M	0.8%Prev: 0.7%	52,316 SH	Increased+3,132 SH
ISHARES TR	CORE S&P SCP ETF	$9.1M	2.1%Prev: 2.1%	76,018 SH	Increased+2,145 SH
ISHARES TR	CORE S&P500 ETF	$21.8M	5.0%Prev: 4.6%	31,827 SH	Increased-421 SH
ISHARES TR	CORE US AGGBD ET	$472K	0.1%Prev: 0.1%	4,722 SH	Increased+449 SH
ISHARES TR	GLOBAL TECH ETF	$378K	0.1%Prev: 0.1%	3,600 SH	Increased
ISHARES TR	IBOXX HI YD ETF	$2.6M	0.6%Prev: 0.6%	31,992 SH	Decreased-1,143 SH
ISHARES TR	PFD AND INCM SEC	$965K	0.2%Prev: 0.1%	31,159 SH	Increased+15,477 SH
ISHARES TR	RUS 1000 ETF	$287K	0.1%Prev: 0.1%	768 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$304K	0.1%Prev: 0.1%	643 SH	Decreased-129 SH
ISHARES TR	RUSSELL 2000 ETF	$4.9M	1.1%Prev: 1.1%	19,992 SH	Increased-1,049 SH
ISHARES TR	US CONSM STAPLES	$703K	0.2%	10,500 SH	New
JOHNSON & JOHNSON	COM	$2.0M	0.5%Prev: 0.3%	9,613 SH	Increased-48 SH
JPMORGAN CHASE & CO.	COM	$10.7M	2.4%Prev: 2.1%	33,056 SH	Increased-3,855 SH
KIMBERLY-CLARK CORP	COM	$298K	0.1%Prev: 0.1%	2,955 SH	Decreased-75 SH
LABCORP HOLDINGS INC	COM SHS	$5.9M	1.3%Prev: 1.4%	23,544 SH	Increased-1,953 SH
LINDE PLC	SHS	$6.5M	1.5%Prev: 1.6%	15,330 SH	Decreased-865 SH
LOCKHEED MARTIN CORP	COM	$5.5M	1.2%Prev: 1.3%	11,299 SH	Decreased+28 SH
LOWES COS INC	COM	$236K	0.1%Prev: 0.1%	980 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$486K	0.1%Prev: 0.1%	2,620 SH	Decreased
MASCO CORP	COM	$254K	0.1%Prev: 0.1%	4,000 SH	Decreased
MASTERCARD INCORPORATED	CL A	$10.9M	2.5%Prev: 2.7%	19,113 SH	Decreased-2,477 SH
MCDONALDS CORP	COM	$7.4M	1.7%Prev: 1.8%	24,173 SH	Increased-1,220 SH
MEDTRONIC PLC	SHS	$4.7M	1.1%Prev: 1.0%	49,039 SH	Increased-2,180 SH
MERCK & CO INC	COM	$6.9M	1.6%Prev: 1.6%	65,994 SH	Increased+1,208 SH
MICROSOFT CORP	COM	$19.0M	4.3%Prev: 4.3%	39,185 SH	Increased-2,950 SH
NEXTERA ENERGY INC	COM	$6.0M	1.4%Prev: 1.3%	74,611 SH	Increased-111 SH
NUCOR CORP	COM	$316K	0.1%Prev: 0.1%	1,936 SH	Increased
NVIDIA CORPORATION	COM	$7.3M	1.7%Prev: 0.4%	39,188 SH	Increased+28,168 SH
OMNICOM GROUP INC	COM	$3.8M	0.9%Prev: 1.1%	47,203 SH	Decreased-4,162 SH
ORACLE CORP	COM	$1.9M	0.4%Prev: 0.4%	9,814 SH	Increased-445 SH
PAYCHEX INC	COM	$848K	0.2%Prev: 0.3%	7,555 SH	Decreased-35 SH
PEPSICO INC	COM	$4.9M	1.1%Prev: 1.3%	33,960 SH	Decreased-1,289 SH
PFIZER INC	COM	$319K	0.1%Prev: 0.1%	12,797 SH	Decreased-2,230 SH
PPG INDS INC	COM	$379K	0.1%Prev: 0.1%	3,700 SH	Decreased
PROCTER AND GAMBLE CO	COM	$6.8M	1.5%Prev: 1.8%	47,170 SH	Decreased+2,311 SH
QUALCOMM INC	COM	$517K	0.1%Prev: 0.1%	3,020 SH	Increased
RTX CORPORATION	COM	$300K	0.1%Prev: 0.0%	1,635 SH	Increased-135 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$3.4M	0.8%	75,678 SH	New
SNAP ON INC	COM	$6.2M	1.4%Prev: 1.5%	18,124 SH	Decreased-667 SH
SOUTHERN CO	COM	$411K	0.1%Prev: 0.1%	4,710 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$986K	0.2%Prev: 0.3%	2,052 SH	Decreased-1,315 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.8M	1.1%Prev: 1.0%	7,046 SH	Increased-70 SH
STRYKER CORPORATION	COM	$1.5M	0.3%Prev: 0.4%	4,354 SH	Decreased
SYSCO CORP	COM	$5.0M	1.1%Prev: 1.2%	67,561 SH	Decreased+751 SH
TESLA INC	COM	$569K	0.1%	1,265 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$6.1M	1.4%Prev: 1.2%	10,579 SH	Increased+1,211 SH
TRACTOR SUPPLY CO	COM	$8.3M	1.9%Prev: 2.3%	166,680 SH	Decreased-12,420 SH
UNITED PARCEL SERVICE INC	CL B	$3.9M	0.9%Prev: 1.2%	39,265 SH	Decreased-1,754 SH
UNITEDHEALTH GROUP INC	COM	$244K	0.1%Prev: 0.1%	740 SH	Decreased
US BANCORP DEL	COM NEW	$5.1M	1.2%Prev: 1.1%	95,058 SH	Increased+517 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$626K	0.1%Prev: 0.2%	12,240 SH	Decreased-7,619 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.2M	0.5%Prev: 0.6%	8,405 SH	Decreased-1,864 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	0.9%Prev: 0.9%	12,380 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	0.3%Prev: 0.3%	15,681 SH	Decreased-6,822 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$751K	0.2%Prev: 0.2%	13,964 SH	Increased-2,183 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.3%Prev: 0.3%	20,068 SH	Increased-1,931 SH
VERIZON COMMUNICATIONS INC	COM	$4.4M	1.0%Prev: 1.0%	108,476 SH	Increased+1,976 SH
WALMART INC	COM	$12.5M	2.8%Prev: 2.9%	112,494 SH	Increased-21,408 SH
WASTE MGMT INC DEL	COM	$679K	0.2%Prev: 0.2%	3,090 SH	Increased
WEC ENERGY GROUP INC	COM	$201K	0.0%	1,902 SH	New
XYLEM INC	COM	$7.9M	1.8%Prev: 1.8%	57,645 SH	Increased-8,217 SH
YUM BRANDS INC	COM	$654K	0.1%Prev: 0.1%	4,320 SH	Increased
YUM CHINA HLDGS INC	COM	$210K	0.0%Prev: 0.1%	4,389 SH	Increased+69 SH

Sold (vs prior filing)

CLOROX CO DEL — $223K
HP INC — $283K
ISHARES TR — $484K
ISHARES TR — $1.7M
QORVO INC — $878K
SELECT SECTOR SPDR TR — $4.4M
VANECK ETF TRUST — $1.9M

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