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: $423.3M117 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$669K	0.2%Prev: 0.1%	4,394 SH	Increased+308 SH
ABBOTT LABS	COM	$8.0M	1.9%	58,703 SH	New
ABBVIE INC	COM	$9.5M	2.2%Prev: 2.5%	51,286 SH	Decreased+2,933 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$5.7M	1.4%Prev: 0.8%	19,135 SH	Increased+1,439 SH
ADOBE INC	COM	$4.6M	1.1%Prev: 0.8%	11,938 SH	Increased-1,791 SH
AGILENT TECHNOLOGIES INC	COM	$205K	0.0%	1,737 SH	New
ALBEMARLE CORP	7.25% DEP SHS A	$3.9M	0.9%Prev: 1.7%	121,960 SH	Decreased+21,140 SH
ALPHABET INC	CAP STK CL A	$9.2M	2.2%Prev: 3.0%	52,113 SH	Decreased+7,997 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.4%Prev: 0.3%	9,650 SH	Increased+4,608 SH
AMAZON COM INC	COM	$7.7M	1.8%Prev: 1.6%	34,875 SH	Increased+1,291 SH
AMERICAN EXPRESS CO	COM	$255K	0.1%Prev: 0.1%	800 SH	Increased
AMGEN INC	COM	$345K	0.1%Prev: 0.1%	1,237 SH	Decreased
APPLE INC	COM	$11.8M	2.8%Prev: 2.9%	57,443 SH	Decreased+7,769 SH
AUTOMATIC DATA PROCESSING IN	COM	$503K	0.1%Prev: 0.1%	1,630 SH	Increased
BANK NEW YORK MELLON CORP	COM	$7.9M	1.9%Prev: 1.8%	86,689 SH	Increased+22,050 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.2M	2.2%Prev: 2.0%	18,995 SH	Increased+1,323 SH
BOEING CO	COM	$272K	0.1%	1,300 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$308K	0.1%Prev: 0.1%	6,660 SH	Decreased
BXP INC	COM	$327K	0.1%Prev: 0.1%	4,850 SH	Increased
CATERPILLAR INC	COM	$1.4M	0.3%Prev: 0.6%	3,542 SH	Decreased+40 SH
CHEVRON CORP NEW	COM	$1.2M	0.3%	8,520 SH	New
CINTAS CORP	COM	$4.5M	1.1%Prev: 0.8%	20,270 SH	Increased
CISCO SYS INC	COM	$10.1M	2.4%Prev: 2.3%	145,129 SH	Increased+19,602 SH
COCA COLA CO	COM	$5.4M	1.3%Prev: 1.3%	75,979 SH	Decreased+1,872 SH
COLGATE PALMOLIVE CO	COM	$5.7M	1.4%Prev: 1.2%	63,248 SH	Increased+2,579 SH
COMCAST CORP NEW	CL A	$4.9M	1.2%Prev: 0.8%	137,616 SH	Increased+14,640 SH
CONOCOPHILLIPS	COM	$3.5M	0.8%Prev: 1.3%	39,552 SH	Decreased-2,008 SH
COSTCO WHSL CORP NEW	COM	$287K	0.1%	290 SH	New
D R HORTON INC	COM	$5.5M	1.3%Prev: 1.3%	42,522 SH	Decreased+2,232 SH
DANAHER CORPORATION	COM	$379K	0.1%	1,918 SH	New
DISNEY WALT CO	COM	$5.8M	1.4%Prev: 1.1%	46,480 SH	Increased-1,897 SH
DUKE ENERGY CORP NEW	COM NEW	$5.4M	1.3%Prev: 1.4%	45,760 SH	Decreased+48 SH
ELI LILLY & CO	COM	$3.3M	0.8%Prev: 1.0%	4,188 SH	Decreased-645 SH
EMERSON ELEC CO	COM	$680K	0.2%Prev: 0.2%	5,100 SH	Increased
EMPIRE ST RLTY OP L P	UNIT LTD PRTNSP	$85K	0.0%	10,754 SH	New
EXXON MOBIL CORP	COM	$5.9M	1.4%Prev: 2.1%	54,774 SH	Decreased+1,589 SH
FASTENAL CO	COM	$8.9M	2.1%Prev: 2.2%	211,802 SH	Decreased+10,432 SH
GE AEROSPACE	COM NEW	$611K	0.1%Prev: 0.1%	2,373 SH	Increased+1,408 SH
GE VERNOVA INC	COM	$317K	0.1%Prev: 0.1%	600 SH	Increased+351 SH
GENERAL DYNAMICS CORP	COM	$225K	0.1%Prev: 0.1%	770 SH	Decreased
GENERAL MLS INC	COM	$5.9M	1.4%	113,802 SH	New
GENUINE PARTS CO	COM	$290K	0.1%Prev: 0.1%	2,390 SH	Increased+240 SH
GOLDMAN SACHS GROUP INC	COM	$212K	0.1%Prev: 0.1%	300 SH	Decreased
HOME DEPOT INC	COM	$3.2M	0.8%Prev: 0.7%	8,805 SH	Increased
HP INC	COM	$212K	0.1%	8,680 SH	New
ILLINOIS TOOL WKS INC	COM	$638K	0.2%Prev: 0.2%	2,580 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$947K	0.2%Prev: 0.2%	3,213 SH	Increased-47 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$562K	0.1%Prev: 0.2%	3,091 SH	Decreased-1,557 SH
INVESCO QQQ TR	UNIT SER 1	$466K	0.1%Prev: 0.1%	845 SH	Decreased-20 SH
ISHARES GOLD TR	ISHARES NEW	$3.1M	0.7%Prev: 1.0%	49,863 SH	Decreased+3,038 SH
ISHARES INC	CORE MSCI EMKT	$6.4M	1.5%Prev: 1.7%	107,177 SH	Decreased+3,871 SH
ISHARES TR	CORE 60/40 BALAN	$449K	0.1%Prev: 0.1%	7,289 SH	Decreased+288 SH
ISHARES TR	CORE MSCI EAFE	$5.9M	1.4%Prev: 1.5%	70,670 SH	Decreased+1,118 SH
ISHARES TR	CORE S&P MCP ETF	$3.1M	0.7%Prev: 0.8%	50,235 SH	Decreased-258 SH
ISHARES TR	CORE S&P SCP ETF	$8.3M	2.0%Prev: 2.2%	76,260 SH	Decreased+533 SH
ISHARES TR	CORE S&P500 ETF	$18.4M	4.3%Prev: 4.4%	29,624 SH	Decreased+557 SH
ISHARES TR	CORE US AGGBD ET	$467K	0.1%Prev: 0.1%	4,706 SH	Decreased-78 SH
ISHARES TR	GLOBAL TECH ETF	$332K	0.1%Prev: 0.1%	3,600 SH	Decreased
ISHARES TR	IBOXX HI YD ETF	$2.6M	0.6%Prev: 0.6%	31,784 SH	Increased-342 SH
ISHARES TR	ISHARES BIOTECH	$1.5M	0.3%	11,503 SH	New
ISHARES TR	PFD AND INCM SEC	$462K	0.1%Prev: 0.2%	15,060 SH	Decreased-16,472 SH
ISHARES TR	RUS 1000 ETF	$261K	0.1%Prev: 0.1%	768 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$273K	0.1%Prev: 0.1%	643 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$4.5M	1.1%Prev: 1.1%	20,975 SH	Decreased+2,478 SH
JOHNSON & JOHNSON	COM	$1.5M	0.3%Prev: 0.5%	9,661 SH	Decreased+48 SH
JPMORGAN CHASE & CO.	COM	$10.2M	2.4%	35,089 SH	New
KIMBERLY-CLARK CORP	COM	$391K	0.1%Prev: 0.1%	3,030 SH	Increased+75 SH
LABCORP HOLDINGS INC	COM SHS	$6.4M	1.5%Prev: 1.5%	24,221 SH	Increased+912 SH
LINDE PLC	SHS	$7.5M	1.8%Prev: 1.8%	15,924 SH	Decreased+156 SH
LOCKHEED MARTIN CORP	COM	$5.3M	1.3%Prev: 1.6%	11,529 SH	Decreased+368 SH
LOWES COS INC	COM	$217K	0.1%Prev: 0.1%	980 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$573K	0.1%Prev: 0.1%	2,620 SH	Increased
MASCO CORP	COM	$257K	0.1%Prev: 0.1%	4,000 SH	Increased
MASTERCARD INCORPORATED	CL A	$11.5M	2.7%Prev: 2.0%	20,516 SH	Increased+3,763 SH
MCDONALDS CORP	COM	$7.3M	1.7%Prev: 1.7%	25,148 SH	Decreased+1,045 SH
MEDTRONIC PLC	SHS	$4.4M	1.0%Prev: 1.0%	50,629 SH	Increased+82 SH
MERCK & CO INC	COM	$5.4M	1.3%Prev: 1.9%	67,625 SH	Decreased+1,053 SH
MICROSOFT CORP	COM	$20.6M	4.9%Prev: 3.2%	41,500 SH	Increased+4,640 SH
NEXTERA ENERGY INC	COM	$5.3M	1.3%Prev: 1.6%	76,923 SH	Decreased+2,947 SH
NUCOR CORP	COM	$251K	0.1%Prev: 0.1%	1,936 SH	Decreased
NVIDIA CORPORATION	COM	$6.2M	1.5%Prev: 1.6%	39,380 SH	Decreased+335 SH
OMNICOM GROUP INC	COM	$3.6M	0.9%Prev: 0.8%	50,261 SH	Increased+3,213 SH
ORACLE CORP	COM	$2.2M	0.5%Prev: 0.3%	9,899 SH	Increased+150 SH
PAYCHEX INC	COM	$1.1M	0.3%Prev: 0.2%	7,555 SH	Increased
PEPSICO INC	COM	$4.8M	1.1%Prev: 1.2%	36,575 SH	Decreased+2,825 SH
PFIZER INC	COM	$364K	0.1%Prev: 0.1%	15,027 SH	Increased+3,018 SH
PPG INDS INC	COM	$421K	0.1%Prev: 0.1%	3,700 SH	Increased
PROCTER AND GAMBLE CO	COM	$7.2M	1.7%	44,977 SH	New
QUALCOMM INC	COM	$481K	0.1%Prev: 0.1%	3,020 SH	Increased
RTX CORPORATION	COM	$239K	0.1%Prev: 0.1%	1,635 SH	Decreased
SELECT SECTOR SPDR TR	ENERGY	$3.8M	0.9%	44,546 SH	New
SNAP ON INC	COM	$5.9M	1.4%Prev: 1.5%	18,967 SH	Decreased+1,013 SH
SOUTHERN CO	COM	$433K	0.1%Prev: 0.1%	4,710 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.1M	0.3%	2,412 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.4M	1.0%	7,095 SH	New
STRYKER CORPORATION	COM	$1.7M	0.4%Prev: 0.3%	4,354 SH	Increased
SYSCO CORP	COM	$5.2M	1.2%Prev: 1.1%	68,311 SH	Increased+675 SH
TESLA INC	COM	$402K	0.1%Prev: 0.1%	1,265 SH	Decreased
TEXAS INSTRS INC	COM	$220K	0.1%Prev: 0.0%	1,060 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$4.5M	1.1%Prev: 1.2%	10,981 SH	Decreased+167 SH
TRACTOR SUPPLY CO	COM	$9.3M	2.2%Prev: 1.8%	176,580 SH	Increased+7,105 SH
UNITED PARCEL SERVICE INC	CL B	$4.3M	1.0%	42,743 SH	New
UNITEDHEALTH GROUP INC	COM	$231K	0.1%Prev: 0.0%	740 SH	Increased
US BANCORP DEL	COM NEW	$4.4M	1.0%	98,040 SH	New
VANECK ETF TRUST	BIOTECH ETF	$1.7M	0.4%	10,921 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$854K	0.2%Prev: 0.1%	17,008 SH	Increased+4,768 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.4M	0.6%Prev: 0.5%	9,993 SH	Increased+1,633 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.8M	0.9%Prev: 0.9%	12,380 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	0.3%Prev: 0.3%	18,523 SH	Increased+2,842 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$699K	0.2%Prev: 0.2%	14,126 SH	Decreased+162 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.3%Prev: 0.3%	20,216 SH	Decreased+718 SH
VERIZON COMMUNICATIONS INC	COM	$4.7M	1.1%Prev: 1.3%	107,962 SH	Decreased-32 SH
WALMART INC	COM	$12.7M	3.0%Prev: 3.2%	129,461 SH	Decreased+19,337 SH
WASTE MGMT INC DEL	COM	$707K	0.2%Prev: 0.2%	3,090 SH	Decreased
WORTHINGTON ENTERPRISES INC	COM	$223K	0.1%	3,500 SH	New
XYLEM INC	COM	$8.4M	2.0%Prev: 1.6%	64,952 SH	Increased+8,825 SH
YUM BRANDS INC	COM	$640K	0.2%	4,320 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $6.1M
AFLAC INC — $206K
APPLIED MATLS INC — $272K
ARCHER DANIELS MIDLAND CO — $209K
CHEVRON CORPORATION — $1.6M
COSTCO WHOLESALE CORPORATION — $289K
DANAHER CORP DEL — $364K
EQUINIX INC — $4.0M
GENERAL MILLS INC — $4.0M
INDEPENDENT BK CORP MASS — $1.3M
JPMORGAN CHASE & CO — $9.5M
PROCTER & GAMBLE CO — $6.8M
SELECT SECTOR SPDR TR — $4.6M
STATE STR SPDR DOW JONES IND — $754K
STATE STR SPDR S&P 500 ETF T — $4.6M
UNITED PARCEL SVCS INC — $4.2M
US BANCORP — $4.9M
WEC ENERGY GROUP INC — $220K

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