BOSTON RESEARCH & MANAGEMENT INC
13F Reported Value
ⓘ$420,987
Holdings
114
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BOSTON RESEARCH & MANAGEMENT INC disclosed 114 positions worth $420,987 in its Form 13F-HR for Q1 2026, followed by $WMT and $MSFT. During the quarter the fund opened 2 new positions and exited 8 — including a new stake in $ADM. The portfolio is most concentrated in Other (19.3% of disclosed assets). All figures are sourced directly from BOSTON RESEARCH & MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1259261.
AI Fund Analysis
Diversifying
$WMT
$MSFT
$GOOG
$AAPL
$COP
$EQIXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
iShares Core S&P 500 ETF
—Quality
$19.0K29,066 sh- 63.2#694
Quality
$13.7K110,124 sh - 83.7#15
Quality
$13.6K36,860 sh - 80.2
Quality
$12.7K44,116 sh - 76.1
Quality
$12.6K49,674 sh - 59.3
Quality
$10.5K48,353 sh - 72.3
Quality
$9.7K125,526 sh - 35.6
Quality
$9.5K32,363 sh iShares Core S&P SmallCap ETF
—Quality
$9.4K75,727 sh- 73.5
Quality
$9.3K201,370 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| iShares Core S&P 500 ETF | — | $19.0K | 29,066 |
| Walmart Inc.$WMT | 63.2#694 | $13.7K | 110,124 |
| MICROSOFT CORP$MSFT | 83.7#15 | $13.6K | 36,860 |
| Alphabet Inc.$GOOG | 80.2 | $12.7K | 44,116 |
| Apple Inc.$AAPL | 76.1 | $12.6K | 49,674 |
 AbbVie Inc.$ABBV | 59.3 | $10.5K | 48,353 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $9.7K | 125,526 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $9.5K | 32,363 |
| iShares Core S&P SmallCap ETF | — | $9.4K | 75,727 |
 FASTENAL CO$FAST | 73.5 | $9.3K | 201,370 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BOSTON RESEARCH & MANAGEMENT INC's 114 positions.
Showing top 10 of 114 holdings.
Sector Allocation
Other
$81,104
Technology
$70,427
Consumer Discretionary
$57,083
Financials
$46,421
Healthcare
$45,439
Industrials
$32,887
Consumer Staples
$27,027
Communication Services
$17,156
Full Holdings — BOSTON RESEARCH & MANAGEMENT INC (Q1 2026)
All 114 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | iShares Core S&P 500 ETF | $18,986 | 4.5% | -9% | — |
| 2 | $WMT | Walmart Inc. | $13,686 | 3.3% | -2% | 63.2 |
| 3 | $MSFT | MICROSOFT CORP | $13,644 | 3.2% | -6% | 83.7 |
| 4 | $GOOG | Alphabet Inc. | $12,686 | 3.0% | -3% | 80.2 |
| 5 | $AAPL | Apple Inc. | $12,606 | 3.0% | -7% | 76.1 |
| 6 | $ABBV | AbbVie Inc. | $10,516 | 2.5% | -1% | 59.3 |
| 7 | $CSCO | CISCO SYSTEMS, INC. | $9,739 | 2.3% | -1% | 72.3 |
| 8 | $JPM | JPMORGAN CHASE & CO | $9,520 | 2.3% | -2% | 35.6 |
| 9 | — | iShares Core S&P SmallCap ETF | $9,413 | 2.2% | -0% | — |
| 10 | $FAST | FASTENAL CO | $9,343 | 2.2% | -1% | 73.5 |
| 11 |  $XOM | EXXON MOBIL CORP | $9,023 | 2.1% | -7% | 61.8 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8,468 | 2.0% | -2% | 64.5 |
| 13 |  $MA | Mastercard Inc | $8,370 | 2.0% | -12% | 81.7 |
| 14 |  $MRK | Merck & Co., Inc. | $8,007 | 1.9% | +1% | 70.9 |
| 15 |  $LIN | LINDE PLC | $7,817 | 1.9% | +3% | — |
| 16 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $7,677 | 1.8% | +2% | 60.7 |
| 17 |  $__PARK_1390777 | Bank of New York Mellon Corp | $7,668 | 1.8% | -0% | 36.7 |
| 18 |  $MCD | MCDONALDS CORP | $7,490 | 1.8% | -0% | 73.9 |
| 19 | — | iShares Core MSCI Emerging Mkt | $7,205 | 1.7% | -1% | — |
| 20 |  $AMZN | AMAZON COM INC | $6,994 | 1.7% | +0% | 74.6 |
| 21 |  $NEE | NEXTERA ENERGY INC | $6,870 | 1.6% | -1% | 71.7 |
| 22 |  $NVDA | NVIDIA CORP | $6,809 | 1.6% | -0% | 90.2 |
| 23 |  $PG | PROCTER & GAMBLE Co | $6,759 | 1.6% | -1% | 72.9 |
| 24 |  $LMT | LOCKHEED MARTIN CORP | $6,745 | 1.6% | -1% | 65 |
| 25 |  $XYL | Xylem Inc. | $6,707 | 1.6% | -3% | 65.6 |
| 26 |  $SNA | Snap-on Inc | $6,521 | 1.6% | -1% | 69.3 |
| 27 | — | iShares Core MSCI EAFE ETF | $6,296 | 1.5% | -0% | — |
| 28 |  $LH | LABCORP HOLDINGS INC. | $6,219 | 1.5% | -1% | 54.8 |
| 29 |  $ABT | ABBOTT LABORATORIES | $6,126 | 1.5% | +5% | 67 |
| 30 |  $DUK | Duke Energy CORP | $5,985 | 1.4% | +1% | 64 |
| 31 |  $KO | COCA COLA CO | $5,635 | 1.3% | -1% | 74 |
| 32 | — | D.R. Horton, Inc. | $5,528 | 1.3% | -1% | — |
| 33 | $COP | CONOCOPHILLIPS | $5,485 | 1.3% | +1% | 74.8 |
| 34 |  $VZ | VERIZON COMMUNICATIONS INC | $5,421 | 1.3% | -0% | 71.6 |
| 35 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $5,315 | 1.3% | +2% | 63.7 |
| 36 |  $PEP | PEPSICO INC | $5,240 | 1.2% | -1% | 62.7 |
| 37 |  $CL | COLGATE PALMOLIVE CO | $5,170 | 1.2% | +1% | 72.4 |
| 38 |  $USB | US BANCORP DE | $4,943 | 1.2% | +0% | 71.4 |
| 39 |  $SYY | SYSCO CORP | $4,824 | 1.1% | +0% | 58.4 |
| 40 |  $DIS | Walt Disney Co | $4,662 | 1.1% | +4% | 68.9 |
| 41 | — | iShares Russell 2000 Index Fun | $4,587 | 1.1% | -7% | — |
| 42 | — | AMEX Energy Sector SPDR | $4,578 | 1.1% | -1% | — |
| 43 |  $SPY | SPDR S&P 500 ETF TRUST | $4,556 | 1.1% | -1% | — |
| 44 |  $LLY | ELI LILLY & Co | $4,445 | 1.1% | +17% | 89.3 |
| 45 |  $MDT | Medtronic plc | $4,379 | 1.0% | +3% | — |
| 46 |  $UPS | UNITED PARCEL SERVICE INC | $4,174 | 1.0% | +8% | 58.2 |
| 47 |  $IAU | ISHARES GOLD TRUST | $4,128 | 1.0% | -0% | — |
| 48 | $EQIX | EQUINIX INC | $4,024 | 1.0% | +5% | 61.4 |
| 49 |  $GIS | GENERAL MILLS INC | $4,014 | 0.9% | +8% | 64.1 |
| 50 | — | Vanguard Total Stock Market ET | $3,971 | 0.9% | +0% | — |
| 51 |  $OMC | OMNICOM GROUP INC. | $3,543 | 0.8% | -0% | 60.5 |
| 52 |  $CCZ | COMCAST CORP | $3,530 | 0.8% | +27% | 70.4 |
| 53 |  $ACN | Accenture plc | $3,508 | 0.8% | -3% | — |
| 54 |  $CTAS | CINTAS CORP | $3,428 | 0.8% | +0% | 76.3 |
| 55 | — | iShares Core S&P Midcap ETF | $3,409 | 0.8% | -3% | — |
| 56 |  $ADBE | ADOBE INC. | $3,337 | 0.8% | +33% | 80.4 |
| 57 |  $HD | HOME DEPOT, INC. | $2,895 | 0.7% | +0% | 69.2 |
| 58 | — | iShares iBoxx High Yield Corp | $2,555 | 0.6% | +0% | — |
| 59 |  $CAT | CATERPILLAR INC | $2,481 | 0.6% | +0% | 67.8 |
| 60 |  $JNJ | JOHNSON & JOHNSON | $2,349 | 0.6% | +0% | 72.8 |
| 61 | — | Vanguard Small-Cap ETF | $2,189 | 0.5% | -1% | — |
| 62 |  $CVX | CHEVRON CORP | $1,597 | 0.4% | -3% | 54.7 |
| 63 | $GOOG | Alphabet Inc. | $1,446 | 0.3% | -22% | 80.2 |
| 64 |  $ORCL | ORACLE CORP | $1,434 | 0.3% | -1% | 67.2 |
| 65 |  $SYK | STRYKER CORP | $1,430 | 0.3% | +0% | 69.8 |
| 66 |  $INDB | INDEPENDENT BANK CORP | $1,279 | 0.3% | +0% | — |
| 67 | — | Vanguard Developed Markets ETF | $1,249 | 0.3% | -3% | — |
| 68 | — | Vanguard FTSE All-World Ex-US | $1,177 | 0.3% | +0% | — |
| 69 | — | iShares US Preferred Stock | $956 | 0.2% | +1% | — |
| 70 |  $IVZ | Invesco Ltd. | $891 | 0.2% | -26% | — |
| 71 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $790 | 0.2% | +0% | 66.7 |
| 72 | — | Vanguard Emerging Markets ETF | $754 | 0.2% | +0% | — |
| 73 | — | SPDR DJIA ETF Trust | $753 | 0.2% | -21% | — |
| 74 |  $WM | WASTE MANAGEMENT INC | $710 | 0.2% | +0% | 70.7 |
| 75 |  $PAYX | PAYCHEX INC | $695 | 0.2% | +0% | 75.1 |
| 76 |  $ITW | ILLINOIS TOOL WORKS INC | $671 | 0.2% | +0% | 71.2 |
| 77 |  $EMR | EMERSON ELECTRIC CO | $668 | 0.2% | +0% | 65.9 |
| 78 | — | VaneckVectors HY Muni ETF | $613 | 0.1% | +0% | — |
| 79 |  $MMM | 3M CO | $593 | 0.1% | -7% | 60.7 |
| 80 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $499 | 0.1% | +2% | — |
| 81 | — | iShares Core Total US Bond Mar | $474 | 0.1% | +1% | — |
| 82 |  $TSLA | Tesla, Inc. | $470 | 0.1% | +0% | 50.1 |
| 83 |  $SO | SOUTHERN CO | $454 | 0.1% | +0% | 65.1 |
| 84 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $454 | 0.1% | +0% | 71.5 |
| 85 | — | iShares S&P Growth Allocation | $450 | 0.1% | +1% | — |
| 86 |  $AMGN | AMGEN INC | $435 | 0.1% | +0% | 79.5 |
| 87 |  $BMY | BRISTOL MYERS SQUIBB CO | $403 | 0.1% | +0% | 70.1 |
| 88 |  $PPG | PPG INDUSTRIES INC | $395 | 0.1% | +0% | 57.1 |
| 89 |  $QCOM | QUALCOMM INC/DE | $388 | 0.1% | +0% | 81.9 |
| 90 |  $DHR | DANAHER CORP /DE/ | $363 | 0.1% | +0% | 63.9 |
| 91 | — | iShares S&P Global Tech Sector | $359 | 0.1% | +0% | — |
| 92 |  $PFE | PFIZER INC | $337 | 0.1% | -6% | 69 |
| 93 |  $ADP | AUTOMATIC DATA PROCESSING INC | $331 | 0.1% | +0% | 77.9 |
| 94 |  $NUE | NUCOR CORP | $327 | 0.1% | +0% | 58.9 |
| 95 |  $RTX | RTX Corp | $315 | 0.1% | +0% | 70 |
| 96 |  $COST | COSTCO WHOLESALE CORP /NEW | $288 | 0.1% | +0% | 67 |
| 97 |  $KMB | KIMBERLY CLARK CORP | $285 | 0.1% | +0% | 61.7 |
| 98 | — | iShares Russell 1000 Growth In | $274 | 0.1% | +0% | — |
| 99 | — | iShares Russell 1000 Index Fun | $273 | 0.1% | +0% | — |
| 100 |  $GE | GENERAL ELECTRIC CO | $273 | 0.1% | -59% | 74.8 |
| 101 |  $AMAT | APPLIED MATERIALS INC /DE | $271 | 0.1% | -18% | 74.8 |
| 102 |  $GD | GENERAL DYNAMICS CORP | $264 | 0.1% | +0% | 73 |
| 103 |  $GS | GOLDMAN SACHS GROUP INC | $253 | 0.1% | +0% | — |
| 104 |  $BXP | BXP, Inc. | $251 | 0.1% | +0% | 50.9 |
| 105 |  $AXP | AMERICAN EXPRESS CO | $241 | 0.1% | +0% | 73.2 |
| 106 |  $MAS | MASCO CORP /DE/ | $241 | 0.1% | +0% | 59.9 |
| 107 |  $LOW | LOWES COMPANIES INC | $231 | 0.1% | +0% | 63.5 |
| 108 |  $GPC | GENUINE PARTS CO | $227 | 0.1% | -10% | 54.2 |
| 109 |  $WEC | WEC ENERGY GROUP, INC. | $220 | 0.1% | +0% | 67 |
| 110 |  $GEV | GE Vernova Inc. | $217 | 0.1% | -59% | 70.1 |
| 111 |  $ADM | Archer-Daniels-Midland Co | $209 | 0.1% | NEW | 49.4 |
| 112 |  $AFL | AFLAC INC | $206 | 0.1% | +0% | 60.3 |
| 113 |  $TXN | TEXAS INSTRUMENTS INC | $205 | 0.1% | NEW | 70.4 |
| 114 |  $UNH | UNITEDHEALTH GROUP INC | $200 | 0.1% | +0% | 66.8 |
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