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: $413.9M116 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$567K	0.1%Prev: 0.1%	4,394 SH	Decreased
ABBOTT LABS	COM	$7.1M	1.7%Prev: 1.7%	63,187 SH	Decreased+3,849 SH
ABBVIE INC	COM	$9.3M	2.2%Prev: 2.6%	52,396 SH	Decreased+1,258 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$6.6M	1.6%Prev: 1.1%	18,749 SH	Increased-1,105 SH
ADOBE INC	COM	$3.6M	0.9%Prev: 1.0%	8,066 SH	Decreased-4,603 SH
AGILENT TECHNOLOGIES INC	COM	$247K	0.1%Prev: 0.0%	1,841 SH	Increased+104 SH
ALBEMARLE CORP	7.25% DEP SHS A	$4.2M	1.0%Prev: 0.9%	103,320 SH	Increased-5,100 SH
ALPHABET INC	CAP STK CL A	$10.0M	2.4%Prev: 2.7%	52,830 SH	Decreased+2,000 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.5%Prev: 0.5%	10,105 SH	Decreased+490 SH
AMAZON COM INC	COM	$7.7M	1.9%Prev: 1.7%	35,140 SH	Decreased-632 SH
AMERICAN EXPRESS CO	COM	$237K	0.1%Prev: 0.1%	800 SH	Decreased
AMGEN INC	COM	$322K	0.1%Prev: 0.1%	1,237 SH	Decreased
APPLE INC	COM	$14.4M	3.5%Prev: 3.2%	57,665 SH	Decreased-474 SH
AUTOMATIC DATA PROCESSING IN	COM	$502K	0.1%Prev: 0.1%	1,715 SH	Increased+85 SH
BANK NEW YORK MELLON CORP	COM	$7.1M	1.7%Prev: 2.0%	92,110 SH	Decreased+7,848 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.0M	2.2%Prev: 2.1%	19,867 SH	Decreased+861 SH
BOEING CO	COM	$230K	0.1%Prev: 0.1%	1,300 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$377K	0.1%Prev: 0.1%	6,660 SH	Increased
BXP INC	COM	$361K	0.1%Prev: 0.1%	4,850 SH	Increased
CATERPILLAR INC	COM	$1.3M	0.3%Prev: 0.4%	3,542 SH	Decreased
CHEVRON CORP NEW	COM	$1.2M	0.3%Prev: 0.3%	8,608 SH	Decreased+88 SH
CINTAS CORP	COM	$3.9M	0.9%Prev: 0.9%	21,300 SH	Decreased+1,030 SH
CISCO SYS INC	COM	$8.8M	2.1%Prev: 2.2%	149,174 SH	Decreased+4,469 SH
CLOROX CO DEL	COM	$223K	0.1%	1,375 SH	New
COCA COLA CO	COM	$4.9M	1.2%Prev: 1.1%	79,000 SH	Decreased+1,257 SH
COLGATE PALMOLIVE CO	COM	$5.9M	1.4%Prev: 1.1%	64,591 SH	Increased+665 SH
COMCAST CORP NEW	CL A	$5.0M	1.2%Prev: 1.0%	133,423 SH	Increased-6,444 SH
CONOCOPHILLIPS	COM	$3.3M	0.8%Prev: 0.8%	32,784 SH	Decreased-7,389 SH
COSTCO WHSL CORP NEW	COM	$266K	0.1%Prev: 0.1%	290 SH	Decreased-100 SH
CVS HEALTH CORP	COM	$1.5M	0.4%	33,908 SH	New
D R HORTON INC	COM	$5.7M	1.4%Prev: 1.6%	40,673 SH	Decreased-1,719 SH
DANAHER CORPORATION	COM	$440K	0.1%Prev: 0.1%	1,918 SH	Increased
DISNEY WALT CO	COM	$5.2M	1.3%Prev: 1.2%	47,108 SH	Decreased-253 SH
DUKE ENERGY CORP NEW	COM NEW	$5.0M	1.2%Prev: 1.2%	46,242 SH	Decreased+705 SH
ELI LILLY & CO	COM	$3.2M	0.8%Prev: 0.7%	4,188 SH	Increased
EMERSON ELEC CO	COM	$632K	0.2%Prev: 0.1%	5,100 SH	Decreased
EMPIRE ST RLTY OP L P	UNIT LTD PRTNSP	$109K	0.0%Prev: 0.0%	10,754 SH	Increased
EXXON MOBIL CORP	COM	$5.7M	1.4%Prev: 1.4%	52,704 SH	Decreased-3,517 SH
FASTENAL CO	COM	$7.8M	1.9%Prev: 2.2%	108,370 SH	Decreased-101,347 SH
GE AEROSPACE	COM NEW	$402K	0.1%Prev: 0.2%	2,413 SH	Decreased+40 SH
GENERAL DYNAMICS CORP	COM	$203K	0.0%Prev: 0.1%	770 SH	Decreased
GENERAL MLS INC	COM	$6.9M	1.7%Prev: 1.3%	108,227 SH	Increased-7,131 SH
GENUINE PARTS CO	COM	$279K	0.1%Prev: 0.1%	2,390 SH	Decreased
HOME DEPOT INC	COM	$3.4M	0.8%Prev: 0.8%	8,805 SH	Decreased
HP INC	COM	$283K	0.1%Prev: 0.1%	8,680 SH	Increased
ILLINOIS TOOL WKS INC	COM	$654K	0.2%Prev: 0.1%	2,580 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$706K	0.2%Prev: 0.2%	3,213 SH	Decreased-47 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$470K	0.1%Prev: 0.1%	2,682 SH	Decreased-507 SH
INVESCO QQQ TR	UNIT SER 1	$413K	0.1%Prev: 0.1%	808 SH	Decreased-37 SH
ISHARES GOLD TR	ISHARES NEW	$2.5M	0.6%Prev: 0.8%	50,283 SH	Decreased+388 SH
ISHARES INC	CORE MSCI EMKT	$5.5M	1.3%Prev: 1.5%	105,233 SH	Decreased-1,769 SH
ISHARES TR	CORE MSCI EAFE	$4.9M	1.2%Prev: 1.3%	69,100 SH	Decreased-1,484 SH
ISHARES TR	CORE S&P MCP ETF	$3.1M	0.7%Prev: 0.7%	49,184 SH	Decreased-1,867 SH
ISHARES TR	CORE S&P SCP ETF	$8.5M	2.1%Prev: 2.0%	73,873 SH	Decreased-2,265 SH
ISHARES TR	CORE S&P500 ETF	$19.0M	4.6%Prev: 4.3%	32,248 SH	Decreased+2,817 SH
ISHARES TR	CORE US AGGBD ET	$414K	0.1%Prev: 0.1%	4,273 SH	Decreased-482 SH
ISHARES TR	GLOBAL TECH ETF	$305K	0.1%Prev: 0.1%	3,600 SH	Decreased
ISHARES TR	GRWT ALLOCAT ETF	$484K	0.1%	8,449 SH	New
ISHARES TR	IBOXX HI YD ETF	$2.6M	0.6%Prev: 0.6%	33,135 SH	Increased+1,358 SH
ISHARES TR	ISHARES BIOTECH	$1.7M	0.4%Prev: 0.3%	12,657 SH	Increased+1,679 SH
ISHARES TR	PFD AND INCM SEC	$493K	0.1%Prev: 0.1%	15,682 SH	Increased+1,736 SH
ISHARES TR	RUS 1000 ETF	$247K	0.1%Prev: 0.1%	768 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$310K	0.1%Prev: 0.1%	772 SH	Increased+129 SH
ISHARES TR	RUSSELL 2000 ETF	$4.6M	1.1%Prev: 1.1%	21,041 SH	Decreased+66 SH
JOHNSON & JOHNSON	COM	$1.4M	0.3%Prev: 0.4%	9,661 SH	Decreased+48 SH
JPMORGAN CHASE & CO.	COM	$8.8M	2.1%Prev: 2.4%	36,911 SH	Decreased+2,376 SH
KIMBERLY-CLARK CORP	COM	$397K	0.1%Prev: 0.1%	3,030 SH	Increased
LABCORP HOLDINGS INC	COM SHS	$5.8M	1.4%Prev: 1.5%	25,497 SH	Decreased+1,355 SH
LINDE PLC	SHS	$6.8M	1.6%Prev: 1.7%	16,195 SH	Decreased+253 SH
LOCKHEED MARTIN CORP	COM	$5.5M	1.3%Prev: 1.3%	11,271 SH	Decreased-421 SH
LOWES COS INC	COM	$242K	0.1%Prev: 0.1%	980 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$557K	0.1%Prev: 0.1%	2,620 SH	Increased
MASCO CORP	COM	$290K	0.1%Prev: 0.1%	4,000 SH	Increased
MASTERCARD INCORPORATED	CL A	$11.4M	2.7%Prev: 2.5%	21,590 SH	Decreased+1,163 SH
MCDONALDS CORP	COM	$7.4M	1.8%Prev: 1.7%	25,393 SH	Decreased+373 SH
MEDTRONIC PLC	SHS	$4.1M	1.0%Prev: 1.1%	51,219 SH	Decreased+440 SH
MERCK & CO INC	COM	$6.4M	1.6%Prev: 1.2%	64,786 SH	Increased-2,829 SH
MICROSOFT CORP	COM	$17.8M	4.3%Prev: 4.7%	42,135 SH	Decreased+588 SH
NEXTERA ENERGY INC	COM	$5.4M	1.3%Prev: 1.3%	74,722 SH	Decreased-2,299 SH
NUCOR CORP	COM	$226K	0.1%Prev: 0.1%	1,936 SH	Decreased
NVIDIA CORPORATION	COM	$1.5M	0.4%Prev: 1.6%	11,020 SH	Decreased-29,329 SH
OMNICOM GROUP INC	COM	$4.4M	1.1%Prev: 0.9%	51,365 SH	Increased+1,704 SH
ORACLE CORP	COM	$1.7M	0.4%Prev: 0.6%	10,259 SH	Decreased+445 SH
PAYCHEX INC	COM	$1.1M	0.3%Prev: 0.2%	7,590 SH	Increased+35 SH
PEPSICO INC	COM	$5.4M	1.3%Prev: 1.1%	35,249 SH	Increased-733 SH
PFIZER INC	COM	$399K	0.1%Prev: 0.1%	15,027 SH	Increased
PPG INDS INC	COM	$442K	0.1%Prev: 0.1%	3,700 SH	Increased
PROCTER AND GAMBLE CO	COM	$7.5M	1.8%Prev: 1.7%	44,859 SH	Decreased-4,567 SH
QORVO INC	COM	$878K	0.2%	12,555 SH	New
QUALCOMM INC	COM	$464K	0.1%Prev: 0.1%	3,020 SH	Decreased
RTX CORPORATION	COM	$205K	0.0%Prev: 0.1%	1,770 SH	Decreased+135 SH
SELECT SECTOR SPDR TR	ENERGY	$4.4M	1.1%Prev: 0.8%	50,886 SH	Increased+8,190 SH
SNAP ON INC	COM	$6.4M	1.5%Prev: 1.4%	18,791 SH	Decreased-151 SH
SOUTHERN CO	COM	$388K	0.1%Prev: 0.1%	4,710 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.4M	0.3%Prev: 0.2%	3,367 SH	Increased+955 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.2M	1.0%Prev: 1.0%	7,116 SH	Decreased+70 SH
STRYKER CORPORATION	COM	$1.6M	0.4%Prev: 0.4%	4,354 SH	Decreased
SYSCO CORP	COM	$5.1M	1.2%Prev: 1.2%	66,810 SH	Decreased-1,928 SH
THERMO FISHER SCIENTIFIC INC	COM	$4.9M	1.2%Prev: 1.2%	9,368 SH	Decreased-1,603 SH
TRACTOR SUPPLY CO	COM	$9.5M	2.3%Prev: 2.2%	179,100 SH	Decreased+4,115 SH
UNITED PARCEL SERVICE INC	CL B	$5.2M	1.2%Prev: 0.8%	41,019 SH	Increased-3,917 SH
UNITEDHEALTH GROUP INC	COM	$374K	0.1%Prev: 0.1%	740 SH	Increased
US BANCORP DEL	COM NEW	$4.5M	1.1%Prev: 1.0%	94,541 SH	Decreased-4,292 SH
VANECK ETF TRUST	BIOTECH ETF	$1.9M	0.5%Prev: 0.4%	11,971 SH	Increased+1,525 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$1.0M	0.2%Prev: 0.2%	19,859 SH	Increased+6,341 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.5M	0.6%Prev: 0.6%	10,269 SH	Decreased+276 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	0.9%Prev: 0.9%	12,380 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.3M	0.3%Prev: 0.3%	22,503 SH	Increased+5,522 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$711K	0.2%Prev: 0.2%	16,147 SH	Decreased+2,021 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.3%Prev: 0.3%	21,999 SH	Decreased+1,783 SH
VERIZON COMMUNICATIONS INC	COM	$4.3M	1.0%Prev: 1.0%	106,500 SH	Decreased-2,151 SH
WALMART INC	COM	$12.1M	2.9%Prev: 2.9%	133,902 SH	Decreased+4,981 SH
WASTE MGMT INC DEL	COM	$624K	0.2%Prev: 0.1%	3,090 SH	Decreased
XYLEM INC	COM	$7.6M	1.8%Prev: 2.1%	65,862 SH	Decreased+1,188 SH
YUM BRANDS INC	COM	$580K	0.1%Prev: 0.1%	4,320 SH	Decreased
YUM CHINA HLDGS INC	COM	$208K	0.1%	4,320 SH	New

Sold (vs prior filing)

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EQUINIX INC — $2.7M
GE VERNOVA INC — $369K
GOLDMAN SACHS GROUP INC — $239K
INDEPENDENT BK CORP MASS — $1.2M
ISHARES TR — $446K
TESLA INC — $563K
WEC ENERGY GROUP INC — $218K

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