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: $432.8M116 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$601K	0.1%Prev: 0.1%	4,394 SH	Decreased+308 SH
ABBOTT LABS	COM	$7.2M	1.7%	63,211 SH	New
ABBVIE INC	COM	$10.4M	2.4%Prev: 2.7%	52,498 SH	Decreased+4,369 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$6.6M	1.5%Prev: 0.5%	18,800 SH	Increased+1,191 SH
ADOBE INC	COM	$3.9M	0.9%Prev: 0.6%	7,609 SH	Increased-5,975 SH
AFLAC INC	COM	$210K	0.0%Prev: 0.0%	1,880 SH	Decreased
AGILENT TECHNOLOGIES INC	COM	$273K	0.1%Prev: 0.1%	1,841 SH	Increased+104 SH
ALBEMARLE CORP	7.25% DEP SHS A	$4.6M	1.1%Prev: 1.2%	103,120 SH	Decreased+3,300 SH
ALPHABET INC	CAP STK CL A	$8.8M	2.0%Prev: 3.4%	53,298 SH	Decreased+9,892 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.4%Prev: 0.4%	10,155 SH	Decreased+5,243 SH
AMAZON COM INC	COM	$6.6M	1.5%Prev: 1.8%	35,228 SH	Decreased+1,859 SH
AMERICAN EXPRESS CO	COM	$217K	0.1%Prev: 0.1%	800 SH	Decreased
AMGEN INC	COM	$399K	0.1%Prev: 0.1%	1,237 SH	Decreased
APPLE INC	COM	$13.5M	3.1%Prev: 3.1%	58,101 SH	Decreased+8,978 SH
AUTOMATIC DATA PROCESSING IN	COM	$475K	0.1%Prev: 0.1%	1,715 SH	Increased+85 SH
BANK NEW YORK MELLON CORP	COM	$6.7M	1.6%	93,776 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.2M	2.1%Prev: 1.9%	20,094 SH	Increased+2,728 SH
BRISTOL-MYERS SQUIBB CO	COM	$345K	0.1%Prev: 0.1%	6,660 SH	Decreased
BXP INC	COM	$390K	0.1%Prev: 0.1%	4,850 SH	Increased
CATERPILLAR INC	COM	$1.4M	0.3%Prev: 0.8%	3,542 SH	Decreased+160 SH
CHEVRON CORP NEW	COM	$1.3M	0.3%	8,608 SH	New
CINTAS CORP	COM	$4.5M	1.0%Prev: 0.8%	21,800 SH	Increased+1,530 SH
CISCO SYS INC	COM	$8.0M	1.8%Prev: 3.2%	149,758 SH	Decreased+26,016 SH
CLOROX CO DEL	COM	$224K	0.1%	1,375 SH	New
COCA COLA CO	COM	$5.7M	1.3%Prev: 1.3%	79,310 SH	Decreased+5,663 SH
COLGATE PALMOLIVE CO	COM	$6.6M	1.5%Prev: 1.2%	64,051 SH	Increased+3,587 SH
COMCAST CORP NEW	CL A	$5.6M	1.3%Prev: 0.7%	133,578 SH	Increased+8,447 SH
CONOCOPHILLIPS	COM	$3.4M	0.8%Prev: 1.0%	32,719 SH	Decreased-8,648 SH
COSTCO WHSL CORP NEW	COM	$257K	0.1%	290 SH	New
CVS HEALTH CORP	COM	$3.9M	0.9%	62,150 SH	New
D R HORTON INC	COM	$7.8M	1.8%Prev: 1.4%	40,998 SH	Increased+931 SH
DANAHER CORPORATION	COM	$533K	0.1%	1,918 SH	New
DISNEY WALT CO	COM	$4.4M	1.0%Prev: 1.0%	46,171 SH	Decreased-1,456 SH
DUKE ENERGY CORP NEW	COM NEW	$5.3M	1.2%Prev: 1.3%	46,400 SH	Decreased+776 SH
ELI LILLY & CO	COM	$3.7M	0.9%Prev: 1.3%	4,188 SH	Decreased-645 SH
EMERSON ELEC CO	COM	$558K	0.1%Prev: 0.2%	5,100 SH	Decreased
EXXON MOBIL CORP	COM	$6.1M	1.4%Prev: 1.6%	52,414 SH	Decreased-531 SH
FASTENAL CO	COM	$7.8M	1.8%Prev: 2.1%	108,565 SH	Decreased-91,310 SH
GE AEROSPACE	COM NEW	$455K	0.1%Prev: 0.1%	2,413 SH	Increased+1,448 SH
GENERAL DYNAMICS CORP	COM	$233K	0.1%Prev: 0.1%	770 SH	Decreased
GENERAL MLS INC	COM	$8.0M	1.8%	108,212 SH	New
GENUINE PARTS CO	COM	$334K	0.1%Prev: 0.1%	2,390 SH	Increased+390 SH
HOME DEPOT INC	COM	$3.6M	0.8%Prev: 0.7%	8,805 SH	Increased
HP INC	COM	$311K	0.1%	8,680 SH	New
ILLINOIS TOOL WKS INC	COM	$676K	0.2%Prev: 0.2%	2,580 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$980K	0.2%Prev: 0.2%	4,433 SH	Increased+1,173 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$479K	0.1%Prev: 0.2%	2,675 SH	Decreased-2,030 SH
INVESCO QQQ TR	UNIT SER 1	$399K	0.1%Prev: 0.1%	817 SH	Decreased-30 SH
ISHARES GOLD TR	ISHARES NEW	$2.5M	0.6%Prev: 0.8%	50,383 SH	Decreased+3,558 SH
ISHARES INC	CORE MSCI EMKT	$6.0M	1.4%Prev: 1.8%	103,914 SH	Decreased+3,172 SH
ISHARES TR	CORE MSCI EAFE	$5.3M	1.2%Prev: 1.5%	67,485 SH	Decreased-1,082 SH
ISHARES TR	CORE S&P MCP ETF	$3.1M	0.7%Prev: 0.9%	49,738 SH	Decreased-229 SH
ISHARES TR	CORE S&P SCP ETF	$8.7M	2.0%Prev: 2.5%	74,785 SH	Decreased-515 SH
ISHARES TR	CORE S&P500 ETF	$18.7M	4.3%Prev: 4.8%	32,415 SH	Decreased+3,552 SH
ISHARES TR	CORE US AGGBD ET	$432K	0.1%Prev: 0.1%	4,263 SH	Decreased-365 SH
ISHARES TR	GLOBAL TECH ETF	$297K	0.1%Prev: 0.1%	3,600 SH	Decreased
ISHARES TR	GRWT ALLOCAT ETF	$512K	0.1%	8,637 SH	New
ISHARES TR	IBOXX HI YD ETF	$2.7M	0.6%Prev: 0.6%	33,385 SH	Increased+1,562 SH
ISHARES TR	ISHARES BIOTECH	$1.8M	0.4%	12,657 SH	New
ISHARES TR	PFD AND INCM SEC	$528K	0.1%Prev: 0.2%	15,897 SH	Decreased-15,203 SH
ISHARES TR	RUS 1000 ETF	$241K	0.1%Prev: 0.1%	768 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$290K	0.1%Prev: 0.1%	772 SH	Decreased-1,748 SH
ISHARES TR	RUSSELL 2000 ETF	$4.6M	1.1%Prev: 1.2%	21,041 SH	Decreased+3,014 SH
JOHNSON & JOHNSON	COM	$1.6M	0.4%Prev: 0.5%	9,661 SH	Decreased+48 SH
JPMORGAN CHASE & CO.	COM	$7.8M	1.8%	37,133 SH	New
KIMBERLY-CLARK CORP	COM	$431K	0.1%Prev: 0.1%	3,030 SH	Increased+75 SH
LABCORP HOLDINGS INC	COM SHS	$5.7M	1.3%Prev: 1.4%	25,369 SH	Decreased+2,098 SH
LINDE PLC	SHS	$7.7M	1.8%Prev: 1.8%	16,222 SH	Decreased+598 SH
LOCKHEED MARTIN CORP	COM	$6.5M	1.5%Prev: 1.3%	11,199 SH	Increased+22 SH
LOWES COS INC	COM	$265K	0.1%Prev: 1.1%	980 SH	Decreased-21,765 SH
MARSH & MCLENNAN COS INC	COM	$584K	0.1%Prev: 0.1%	2,620 SH	Increased
MASCO CORP	COM	$336K	0.1%Prev: 0.1%	4,000 SH	Increased
MASTERCARD INCORPORATED	CL A	$10.7M	2.5%Prev: 1.9%	21,750 SH	Increased+5,143 SH
MCDONALDS CORP	COM	$7.8M	1.8%Prev: 1.4%	25,476 SH	Increased+1,466 SH
MEDTRONIC PLC	SHS	$4.6M	1.1%Prev: 0.9%	51,315 SH	Increased+114 SH
MERCK & CO INC	COM	$7.2M	1.7%Prev: 1.9%	63,040 SH	Decreased-2,805 SH
MICROSOFT CORP	COM	$18.2M	4.2%Prev: 3.0%	42,351 SH	Increased+5,398 SH
NEXTERA ENERGY INC	COM	$6.2M	1.4%Prev: 1.4%	73,899 SH	Decreased+113 SH
NUCOR CORP	COM	$291K	0.1%Prev: 0.1%	1,936 SH	Decreased
NVIDIA CORPORATION	COM	$1.3M	0.3%Prev: 1.7%	11,100 SH	Decreased-27,373 SH
OMNICOM GROUP INC	COM	$5.2M	1.2%Prev: 0.7%	50,110 SH	Increased+4,067 SH
ORACLE CORP	COM	$1.8M	0.4%Prev: 0.3%	10,319 SH	Increased+680 SH
PAYCHEX INC	COM	$1.0M	0.2%Prev: 0.2%	7,590 SH	Increased+35 SH
PEPSICO INC	COM	$5.9M	1.4%Prev: 1.0%	34,539 SH	Increased+394 SH
PFIZER INC	COM	$435K	0.1%Prev: 0.1%	15,027 SH	Increased+3,018 SH
PPG INDS INC	COM	$490K	0.1%Prev: 0.1%	3,700 SH	Increased
PROCTER AND GAMBLE CO	COM	$7.7M	1.8%	44,407 SH	New
QORVO INC	COM	$4.0M	0.9%	38,599 SH	New
QUALCOMM INC	COM	$514K	0.1%Prev: 0.1%	3,020 SH	Decreased
RTX CORPORATION	COM	$214K	0.0%Prev: 0.1%	1,770 SH	Decreased+390 SH
SELECT SECTOR SPDR TR	ENERGY	$4.2M	1.0%	47,941 SH	New
SNAP ON INC	COM	$5.5M	1.3%Prev: 1.6%	18,859 SH	Decreased+1,128 SH
SOUTHERN CO	COM	$425K	0.1%Prev: 0.1%	4,710 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.4M	0.3%	3,367 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.1M	0.9%	7,114 SH	New
STRYKER CORPORATION	COM	$1.6M	0.4%Prev: 0.3%	4,354 SH	Increased
SYSCO CORP	COM	$5.0M	1.2%Prev: 1.3%	63,861 SH	Decreased-4,590 SH
TEXAS INSTRS INC	COM	$219K	0.1%Prev: 0.1%	1,060 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$5.8M	1.3%Prev: 1.2%	9,361 SH	Increased-1,613 SH
TRACTOR SUPPLY CO	COM	$10.7M	2.5%Prev: 1.2%	36,637 SH	Increased-132,623 SH
UNITED PARCEL SERVICE INC	CL B	$5.4M	1.3%	39,836 SH	New
UNITEDHEALTH GROUP INC	COM	$433K	0.1%Prev: 0.1%	740 SH	Increased
US BANCORP DEL	COM NEW	$4.3M	1.0%	93,011 SH	New
VANECK ETF TRUST	BIOTECH ETF	$2.1M	0.5%	11,971 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$1.1M	0.2%Prev: 0.1%	19,859 SH	Increased+8,163 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.5M	0.6%Prev: 0.6%	10,619 SH	Decreased+2,276 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.5M	0.8%Prev: 1.0%	12,380 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.5M	0.3%Prev: 0.3%	23,073 SH	Increased+7,392 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$773K	0.2%Prev: 0.2%	16,147 SH	Decreased+2,183 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.3%Prev: 0.3%	21,999 SH	Decreased+2,501 SH
VERIZON COMMUNICATIONS INC	COM	$4.6M	1.1%Prev: 1.0%	102,346 SH	Increased-6,031 SH
WALMART INC	COM	$11.0M	2.6%Prev: 2.7%	136,751 SH	Decreased+29,017 SH
WASTE MGMT INC DEL	COM	$641K	0.1%Prev: 0.2%	3,090 SH	Decreased
WEC ENERGY GROUP INC	COM	$200K	0.0%Prev: 0.0%	2,082 SH	Decreased+180 SH
XYLEM INC	COM	$9.0M	2.1%Prev: 1.5%	66,406 SH	Increased+9,397 SH
YUM BRANDS INC	COM	$604K	0.1%	4,320 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $5.4M
APPLIED MATLS INC — $575K
ARCHER DANIELS MIDLAND CO — $220K
BANK OF NY MELLON CORP — $9.2M
CHEVRON CORPORATION — $1.3M
CHUBB LIMITED — $201K
COSTCO WHOLESALE CORPORATION — $271K
DANAHER CORP DEL — $365K
EQUINIX INC — $4.2M
GE VERNOVA INC — $293K
GENERAL MILLS INC — $3.6M
GOLDMAN SACHS GROUP INC — $303K
INDEPENDENT BK CORP MASS — $1.4M
INTEL CORP — $377K
ISHARES TR — $491K
JPMORGAN CHASE & CO — $10.5M
OLD DOMINION FREIGHT LINE IN — $212K
PROCTER & GAMBLE CO — $6.9M
SELECT SECTOR SPDR TR — $4.0M
SPDR SERIES TRUST — $217K
… and 6 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