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: $457.5M120 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$682K	0.1%Prev: 0.1%	4,394 SH	Increased
ABBOTT LABS	COM	$7.9M	1.7%Prev: 1.7%	59,338 SH	Increased-3,873 SH
ABBVIE INC	COM	$11.8M	2.6%Prev: 2.4%	51,138 SH	Increased-1,360 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.9M	1.1%Prev: 1.5%	19,854 SH	Decreased+1,054 SH
ADOBE INC	COM	$4.5M	1.0%Prev: 0.9%	12,669 SH	Increased+5,060 SH
AFLAC INC	COM	$210K	0.0%Prev: 0.0%	1,880 SH	Decreased
AGILENT TECHNOLOGIES INC	COM	$223K	0.0%Prev: 0.1%	1,737 SH	Decreased-104 SH
ALBEMARLE CORP	7.25% DEP SHS A	$4.1M	0.9%Prev: 1.1%	108,420 SH	Decreased+5,300 SH
ALPHABET INC	CAP STK CL A	$12.4M	2.7%Prev: 2.0%	50,830 SH	Increased-2,468 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.5%Prev: 0.4%	9,615 SH	Increased-540 SH
AMAZON COM INC	COM	$7.9M	1.7%Prev: 1.5%	35,772 SH	Increased+544 SH
AMERICAN EXPRESS CO	COM	$266K	0.1%Prev: 0.1%	800 SH	Increased
AMGEN INC	COM	$349K	0.1%Prev: 0.1%	1,237 SH	Decreased
APPLE INC	COM	$14.8M	3.2%Prev: 3.1%	58,139 SH	Increased+38 SH
ARISTA NETWORKS INC	COM SHS	$233K	0.1%	1,600 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$478K	0.1%Prev: 0.1%	1,630 SH	Increased-85 SH
BANK NEW YORK MELLON CORP	COM	$9.2M	2.0%Prev: 1.6%	84,262 SH	Increased-9,514 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.6M	2.1%Prev: 2.1%	19,006 SH	Increased-1,088 SH
BOEING CO	COM	$281K	0.1%	1,300 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$300K	0.1%Prev: 0.1%	6,660 SH	Decreased
BXP INC	COM	$361K	0.1%Prev: 0.1%	4,850 SH	Decreased
CATERPILLAR INC	COM	$1.7M	0.4%Prev: 0.3%	3,542 SH	Increased
CHEVRON CORP NEW	COM	$1.3M	0.3%Prev: 0.3%	8,520 SH	Increased-88 SH
CINTAS CORP	COM	$4.2M	0.9%Prev: 1.0%	20,270 SH	Decreased-1,530 SH
CISCO SYS INC	COM	$9.9M	2.2%Prev: 1.8%	144,705 SH	Increased-5,053 SH
COCA COLA CO	COM	$5.2M	1.1%Prev: 1.3%	77,743 SH	Decreased-1,567 SH
COLGATE PALMOLIVE CO	COM	$5.1M	1.1%Prev: 1.5%	63,926 SH	Decreased-125 SH
COMCAST CORP NEW	CL A	$4.4M	1.0%Prev: 1.3%	139,867 SH	Decreased+6,289 SH
CONOCOPHILLIPS	COM	$3.8M	0.8%Prev: 0.8%	40,173 SH	Increased+7,454 SH
COSTCO WHSL CORP NEW	COM	$361K	0.1%Prev: 0.1%	390 SH	Increased+100 SH
D R HORTON INC	COM	$7.2M	1.6%Prev: 1.8%	42,392 SH	Decreased+1,394 SH
DANAHER CORPORATION	COM	$380K	0.1%Prev: 0.1%	1,918 SH	Decreased
DISNEY WALT CO	COM	$5.4M	1.2%Prev: 1.0%	47,361 SH	Increased+1,190 SH
DUKE ENERGY CORP NEW	COM NEW	$5.6M	1.2%Prev: 1.2%	45,537 SH	Increased-863 SH
ELI LILLY & CO	COM	$3.2M	0.7%Prev: 0.9%	4,188 SH	Decreased
EMERSON ELEC CO	COM	$669K	0.1%Prev: 0.1%	5,100 SH	Increased
EMPIRE ST RLTY OP L P	UNIT LTD PRTNSP	$80K	0.0%	10,754 SH	New
EQUINIX INC	COM	$2.7M	0.6%	3,402 SH	New
EXXON MOBIL CORP	COM	$6.3M	1.4%Prev: 1.4%	56,221 SH	Increased+3,807 SH
FASTENAL CO	COM	$10.3M	2.2%Prev: 1.8%	209,717 SH	Increased+101,152 SH
GE AEROSPACE	COM NEW	$714K	0.2%Prev: 0.1%	2,373 SH	Increased-40 SH
GE VERNOVA INC	COM	$369K	0.1%	600 SH	New
GENERAL DYNAMICS CORP	COM	$263K	0.1%Prev: 0.1%	770 SH	Increased
GENERAL MLS INC	COM	$5.8M	1.3%Prev: 1.8%	115,358 SH	Decreased+7,146 SH
GENUINE PARTS CO	COM	$331K	0.1%Prev: 0.1%	2,390 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$239K	0.1%	300 SH	New
HOME DEPOT INC	COM	$3.6M	0.8%Prev: 0.8%	8,805 SH	Decreased
HP INC	COM	$236K	0.1%Prev: 0.1%	8,680 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$673K	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	$920K	0.2%Prev: 0.2%	3,260 SH	Decreased-1,173 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$605K	0.1%Prev: 0.1%	3,189 SH	Increased+514 SH
INVESCO QQQ TR	UNIT SER 1	$507K	0.1%Prev: 0.1%	845 SH	Increased+28 SH
ISHARES GOLD TR	ISHARES NEW	$3.6M	0.8%Prev: 0.6%	49,895 SH	Increased-488 SH
ISHARES INC	CORE MSCI EMKT	$7.1M	1.5%Prev: 1.4%	107,002 SH	Increased+3,088 SH
ISHARES TR	CORE 60/40 BALAN	$446K	0.1%	6,926 SH	New
ISHARES TR	CORE MSCI EAFE	$6.2M	1.3%Prev: 1.2%	70,584 SH	Increased+3,099 SH
ISHARES TR	CORE S&P MCP ETF	$3.3M	0.7%Prev: 0.7%	51,051 SH	Increased+1,313 SH
ISHARES TR	CORE S&P SCP ETF	$9.0M	2.0%Prev: 2.0%	76,138 SH	Increased+1,353 SH
ISHARES TR	CORE S&P500 ETF	$19.7M	4.3%Prev: 4.3%	29,431 SH	Increased-2,984 SH
ISHARES TR	CORE US AGGBD ET	$477K	0.1%Prev: 0.1%	4,755 SH	Increased+492 SH
ISHARES TR	GLOBAL TECH ETF	$372K	0.1%Prev: 0.1%	3,600 SH	Increased
ISHARES TR	IBOXX HI YD ETF	$2.6M	0.6%Prev: 0.6%	31,777 SH	Decreased-1,608 SH
ISHARES TR	ISHARES BIOTECH	$1.6M	0.3%Prev: 0.4%	10,978 SH	Decreased-1,679 SH
ISHARES TR	PFD AND INCM SEC	$441K	0.1%Prev: 0.1%	13,946 SH	Decreased-1,951 SH
ISHARES TR	RUS 1000 ETF	$281K	0.1%Prev: 0.1%	768 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$301K	0.1%Prev: 0.1%	643 SH	Increased-129 SH
ISHARES TR	RUSSELL 2000 ETF	$5.1M	1.1%Prev: 1.1%	20,975 SH	Increased-66 SH
JOHNSON & JOHNSON	COM	$1.8M	0.4%Prev: 0.4%	9,613 SH	Increased-48 SH
JPMORGAN CHASE & CO.	COM	$10.9M	2.4%Prev: 1.8%	34,535 SH	Increased-2,598 SH
KIMBERLY-CLARK CORP	COM	$377K	0.1%Prev: 0.1%	3,030 SH	Decreased
LABCORP HOLDINGS INC	COM SHS	$6.9M	1.5%Prev: 1.3%	24,142 SH	Increased-1,227 SH
LINDE PLC	SHS	$7.6M	1.7%Prev: 1.8%	15,942 SH	Decreased-280 SH
LOCKHEED MARTIN CORP	COM	$5.8M	1.3%Prev: 1.5%	11,692 SH	Decreased+493 SH
LOWES COS INC	COM	$246K	0.1%Prev: 0.1%	980 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$528K	0.1%Prev: 0.1%	2,620 SH	Decreased
MASCO CORP	COM	$282K	0.1%Prev: 0.1%	4,000 SH	Decreased
MASTERCARD INCORPORATED	CL A	$11.6M	2.5%Prev: 2.5%	20,427 SH	Increased-1,323 SH
MCDONALDS CORP	COM	$7.6M	1.7%Prev: 1.8%	25,020 SH	Decreased-456 SH
MEDTRONIC PLC	SHS	$4.8M	1.1%Prev: 1.1%	50,779 SH	Increased-536 SH
MERCK & CO INC	COM	$5.7M	1.2%Prev: 1.7%	67,615 SH	Decreased+4,575 SH
MICROSOFT CORP	COM	$21.5M	4.7%Prev: 4.2%	41,547 SH	Increased-804 SH
NEXTERA ENERGY INC	COM	$5.8M	1.3%Prev: 1.4%	77,021 SH	Decreased+3,122 SH
NUCOR CORP	COM	$262K	0.1%Prev: 0.1%	1,936 SH	Decreased
NVIDIA CORPORATION	COM	$7.5M	1.6%Prev: 0.3%	40,349 SH	Increased+29,249 SH
OMNICOM GROUP INC	COM	$4.0M	0.9%Prev: 1.2%	49,661 SH	Decreased-449 SH
ORACLE CORP	COM	$2.8M	0.6%Prev: 0.4%	9,814 SH	Increased-505 SH
PAYCHEX INC	COM	$958K	0.2%Prev: 0.2%	7,555 SH	Decreased-35 SH
PEPSICO INC	COM	$5.1M	1.1%Prev: 1.4%	35,982 SH	Decreased+1,443 SH
PFIZER INC	COM	$383K	0.1%Prev: 0.1%	15,027 SH	Decreased
PPG INDS INC	COM	$389K	0.1%Prev: 0.1%	3,700 SH	Decreased
PROCTER AND GAMBLE CO	COM	$7.6M	1.7%Prev: 1.8%	49,426 SH	Decreased+5,019 SH
QUALCOMM INC	COM	$502K	0.1%Prev: 0.1%	3,020 SH	Decreased
RTX CORPORATION	COM	$274K	0.1%Prev: 0.0%	1,635 SH	Increased-135 SH
SELECT SECTOR SPDR TR	ENERGY	$3.8M	0.8%Prev: 1.0%	42,696 SH	Decreased-5,245 SH
SNAP ON INC	COM	$6.6M	1.4%Prev: 1.3%	18,942 SH	Increased+83 SH
SOUTHERN CO	COM	$446K	0.1%Prev: 0.1%	4,710 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.1M	0.2%Prev: 0.3%	2,412 SH	Decreased-955 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.7M	1.0%Prev: 0.9%	7,046 SH	Increased-68 SH
STRYKER CORPORATION	COM	$1.6M	0.4%Prev: 0.4%	4,354 SH	Increased
SYSCO CORP	COM	$5.7M	1.2%Prev: 1.2%	68,738 SH	Increased+4,877 SH
TESLA INC	COM	$563K	0.1%	1,265 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$5.3M	1.2%Prev: 1.3%	10,971 SH	Decreased+1,610 SH
TRACTOR SUPPLY CO	COM	$10.0M	2.2%Prev: 2.5%	174,985 SH	Decreased+138,348 SH
UNITED PARCEL SERVICE INC	CL B	$3.8M	0.8%Prev: 1.3%	44,936 SH	Decreased+5,100 SH
UNITEDHEALTH GROUP INC	COM	$256K	0.1%Prev: 0.1%	740 SH	Decreased
US BANCORP DEL	COM NEW	$4.8M	1.0%Prev: 1.0%	98,833 SH	Increased+5,822 SH
VANECK ETF TRUST	BIOTECH ETF	$1.7M	0.4%Prev: 0.5%	10,446 SH	Decreased-1,525 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$688K	0.2%Prev: 0.2%	13,518 SH	Decreased-6,341 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.5M	0.6%Prev: 0.6%	9,993 SH	Increased-626 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.1M	0.9%Prev: 0.8%	12,380 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	0.3%Prev: 0.3%	16,981 SH	Decreased-6,092 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$765K	0.2%Prev: 0.2%	14,126 SH	Decreased-2,021 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.3%Prev: 0.3%	20,216 SH	Increased-1,783 SH
VERIZON COMMUNICATIONS INC	COM	$4.8M	1.0%Prev: 1.1%	108,651 SH	Increased+6,305 SH
WALMART INC	COM	$13.3M	2.9%Prev: 2.6%	128,921 SH	Increased-7,830 SH
WASTE MGMT INC DEL	COM	$682K	0.1%Prev: 0.1%	3,090 SH	Increased
WEC ENERGY GROUP INC	COM	$218K	0.0%Prev: 0.0%	1,902 SH	Increased-180 SH
XYLEM INC	COM	$9.5M	2.1%Prev: 2.1%	64,674 SH	Increased-1,732 SH
YUM BRANDS INC	COM	$657K	0.1%Prev: 0.1%	4,320 SH	Increased

Sold (vs prior filing)

CLOROX CO DEL — $224K
CVS HEALTH CORP — $3.9M
ISHARES TR — $512K
QORVO INC — $4.0M
TEXAS INSTRS INC — $219K

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