BOSTON RESEARCH & MANAGEMENT INC
Sector Allocation
- Other18.8%$84.9M
- Technology17.2%$77.7M
- Healthcare12.0%$54.3M
- Financials11.1%$50.1M
- Industrials10.4%$47.0M
- Consumer Staples8.7%$39.3M
- Consumer Discretionary8.4%$37.9M
- Communication Services3.5%$15.6M
- Materials3.3%$14.8M
- Utilities3.0%$13.6M
AUM History
13fpro.ai/research/fund/boston-research-and-management-inc-1259261
Conviction and streaks
Concentrating · top 10 = 29.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$21.6M
GOOGL
$15.5MCSCO
$14.5MAAPL
$14.2MMSFT
$13.8MWMT
$12.2MABBV
$12.1M- ISHARES$11.2M
JPM
$10.5MFAST
$9.6MBNY
$9.2MBRK.B
$8.7MMA
$8.5MMRK
$8.5M- ISHARES$8.3M
LIN
$8.1MAMZN
$8.0MNVDA
$7.7MXOM.R34088
$7.2MSNA
$7.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/boston-research-and-management-inc-1259261
BOSTON RESEARCH & MANAGEMENT INC 13F holdings — Q2 2026
$452.6M portfolio (+7.5% QoQ) · 121 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$21.6M
4.8% of stocks
-0.7%This quarter—Since Q-end—HeldAIQuality—Est. buy— $15.5M
3.4% of stocks
-2%This quarter—Since Q-end—HeldAIQuality77.7#62Est. buy—$14.5M
3.2% of stocks
-1%This quarter—Since Q-end—HeldAIQuality70.4#207Est. buy—$14.2M
3.1% of stocks
-1%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—$13.8M
3.0% of stocks
+0.3%This quarter—Since Q-end—HeldAIQuality79.8#32Est. buy—$12.2M
2.7% of stocks
-2%This quarter—Since Q-end—Held$12.1M
2.7% of stocks
-0.5%This quarter—Since Q-end—Held- 8
ISHARES TR - CORE S&P SCP ETF
$11.2M
2.5% of stocks
-0.6%This quarter—Since Q-end—HeldAIQuality—Est. buy— $10.5M
2.3% of stocks
-0.5%This quarter—Since Q-end—Held$9.6M
2.1% of stocks
-0.7%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $21.6M | 4.8% | -0.7% | — | — | — | — | |
| 2 | $15.5M | 3.4% | -2% | — | — | 77.7#62 | — | ||
| 3 | $14.5M | 3.2% | -1% | — | — | 70.4#207 | — | ||
| 4 | $14.2M | 3.1% | -1% | — | — | 75.7#88 | — | ||
| 5 | $13.8M | 3.0% | +0.3% | — | — | 79.8#32 | — | ||
| 6 | $12.2M | 2.7% | -2% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $12.1M | 2.7% | -0.5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | ISHARES TR - CORE S&P SCP ETF | $11.2M | 2.5% | -0.6% | — | — | — | — | |
| 9 | $10.5M | 2.3% | -0.5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $9.6M | 2.1% | -0.7% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — BOSTON RESEARCH & MANAGEMENT INC (Q2 2026)
121 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Bank of New York Mellon Corp | Financials | $9.2M | 2.0% | 64K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $8.7M | 1.9% | 17K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Mastercard Inc | Financials | $8.5M | 1.9% | 17K | -0.9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Merck & Co., Inc. | Healthcare | $8.5M | 1.9% | 66K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $8.3M | 1.8% | 101K | -2% | — | — | 13F |
| 16 | LINDE PLC | Materials | $8.1M | 1.8% | 16K | -0.9% | — | — | 13F | |
| 17 | AMAZON COM INC | Consumer Discretionary | $8.0M | 1.8% | 33K | -0.6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | NVIDIA CORP | Technology | $7.7M | 1.7% | 38K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | EXXON MOBIL CORP | Energy | $7.2M | 1.6% | 53K | -0.5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Snap-on Inc | Industrials | $7.1M | 1.6% | 18K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PROCTER & GAMBLE Co | Consumer Staples | $6.9M | 1.5% | 47K | +0.2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Xylem Inc. | Industrials | $6.7M | 1.5% | 57K | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $6.6M | 1.5% | 69K | -1% | — | — | 13F |
| 24 | HORTON D R INC /DE/ | Industrials | $6.5M | 1.4% | 40K | -0.6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | LABCORP HOLDINGS INC. | Healthcare | $6.5M | 1.4% | 23K | -0.2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.5M | 1.4% | 24K | -0.4% | |||
| 27 | $NEE | NEXTERA ENERGY INC | Utilities | $6.5M | 1.4% | 74K | -0.3% | |||
| 28 | $KO | COCA COLA CO | Consumer Staples | $6.0M | 1.3% | 74K | -0.6% | |||
| 29 | $LLY | ELI LILLY & Co | Healthcare | $5.8M | 1.3% | 4,833 | — | |||
| 30 | $DUK | Duke Energy CORP | Utilities | $5.8M | 1.3% | 46K | -0.2% | |||
| 31 | $SYY | SYSCO CORP | Consumer Discretionary | $5.7M | 1.3% | 68K | +1% | |||
| 32 | $LMT | LOCKHEED MARTIN CORP | Industrials | $5.7M | 1.3% | 11K | +0.1% | |||
| 33 | $USB | US BANCORP \DE\ | Financials | $5.7M | 1.3% | 94K | -1% | |||
| 34 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $5.5M | 1.2% | 60K | -0.3% | |||
| 35 | $ALB | ALBEMARLE CORP | Materials | $5.5M | 1.2% | 100K | New | |||
| 36 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.5M | 1.2% | 11K | +1% | |||
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | — | $5.4M | 1.2% | 18K | -3% | |||
| 38 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.4M | 1.2% | 59K | -0.3% | |||
| 39 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $5.4M | 1.2% | 169K | -0.1% | |||
| 40 | $SPY | SPDR S&P 500 ETF TRUST | — | $5.2M | 1.1% | 6,971 | -0.5% | |||
| 41 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.0M | 1.1% | 23K | +2221% | |||
| 42 | $PEP | PEPSICO INC | Consumer Staples | $4.6M | 1.0% | 34K | +1% | |||
| 43 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $4.6M | 1.0% | 108K | +0.4% | |||
| 44 | $DIS | Walt Disney Co | Communication Services | $4.6M | 1.0% | 48K | -2% | |||
| 45 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $4.6M | 1.0% | 12K | — | |||
| 46 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $4.6M | 1.0% | 42K | -0.2% | |||
| 47 | $COP | CONOCOPHILLIPS | Energy | $4.3M | 0.9% | 41K | -0.5% | |||
| 48 | $EQIX | EQUINIX INC | Real Estate | $4.2M | 0.9% | 4,068 | -0.9% | |||
| 49 | $MDT | Medtronic plc | Healthcare | $4.0M | 0.9% | 51K | +1% | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $4.0M | 0.9% | 74K | -0.4% | |||
| 51 | — | ISHARES TR - CORE S&P MCP ETF | — | $3.9M | 0.8% | 50K | -1% | |||
| 52 | $GIS | GENERAL MILLS INC | Consumer Staples | $3.6M | 0.8% | 104K | -3% | |||
| 53 | $CAT | CATERPILLAR INC | Industrials | $3.6M | 0.8% | 3,382 | -3% | |||
| 54 | $IAU | ISHARES GOLD TRUST | Financials | $3.5M | 0.8% | 47K | +0.0% | |||
| 55 | $CTAS | CINTAS CORP | Consumer Discretionary | $3.4M | 0.8% | 20K | — | |||
| 56 | $OMC | OMNICOM GROUP INC. | Communication Services | $3.4M | 0.7% | 46K | -2% | |||
| 57 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.1M | 0.7% | 8,805 | — | |||
| 58 | $CCZ | COMCAST CORP | Communication Services | $3.1M | 0.7% | 125K | +2% | |||
| 59 | $ADBE | ADOBE INC. | Technology | $2.8M | 0.6% | 14K | -1% | |||
| 60 | — | ISHARES TR - IBOXX HI YD ETF | — | $2.5M | 0.6% | 32K | -0.9% | |||
| 61 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $2.5M | 0.6% | 8,343 | -0.2% | |||
| 62 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.4M | 0.5% | 9,613 | — | |||
| 63 | $ACN | Accenture plc | Technology | $2.2M | 0.5% | 18K | -0.5% | |||
| 64 | $GOOG | Alphabet Inc. | Technology | $1.7M | 0.4% | 4,912 | -3% | |||
| 65 | $INDB | INDEPENDENT BANK CORP | Financials | $1.4M | 0.3% | 17K | — | |||
| 66 | $ORCL | ORACLE CORP | Technology | $1.4M | 0.3% | 9,639 | -1% | |||
| 67 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.4M | 0.3% | 19K | — | |||
| 68 | $SYK | STRYKER CORP | Healthcare | $1.4M | 0.3% | 4,354 | — | |||
| 69 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.3M | 0.3% | 16K | — | |||
| 70 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.3% | 7,720 | — | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.2% | 4,705 | +1% | |||
| 72 | — | ISHARES TR - PFD AND INCM SEC | — | $948K | 0.2% | 31K | -1% | |||
| 73 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $917K | 0.2% | 3,260 | — | |||
| 74 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $850K | 0.2% | 1,627 | — | |||
| 75 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $834K | 0.2% | 14K | — | |||
| 76 | $PAYX | PAYCHEX INC | Technology | $743K | 0.2% | 7,555 | — | |||
| 77 | $EMR | EMERSON ELECTRIC CO | Industrials | $730K | 0.2% | 5,100 | — | |||
| 78 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $698K | 0.1% | 2,580 | — | |||
| 79 | $WM | WASTE MANAGEMENT INC | Utilities | $689K | 0.1% | 3,090 | — | |||
| 80 | $MMM | 3M CO | Healthcare | $662K | 0.1% | 4,086 | — | |||
| 81 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $624K | 0.1% | 847 | -2% | |||
| 82 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $602K | 0.1% | 12K | -4% | |||
| 83 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $575K | 0.1% | 795 | — | |||
| 84 | $QCOM | QUALCOMM INC/DE | Technology | $558K | 0.1% | 3,020 | — | |||
| 85 | $TSLA | Tesla, Inc. | Consumer Discretionary | $532K | 0.1% | 1,265 | — | |||
| 86 | — | ISHARES TR - GLOBAL TECH ETF | — | $520K | 0.1% | 3,600 | — | |||
| 87 | — | ISHARES TR - CORE 60 BALA ETF | — | $491K | 0.1% | 7,061 | +0.9% | |||
| 88 | — | ISHARES TR - CORE US AGGBD ET | — | $458K | 0.1% | 4,628 | -3% | |||
| 89 | $SO | SOUTHERN CO | Utilities | $451K | 0.1% | 4,710 | — | |||
| 90 | $PPG | PPG INDUSTRIES INC | Materials | $449K | 0.1% | 3,700 | — | |||
| 91 | $AMGN | AMGEN INC | Healthcare | $448K | 0.1% | 1,237 | — | |||
| 92 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $437K | 0.1% | 2,620 | — | |||
| 93 | $NUE | NUCOR CORP | Materials | $431K | 0.1% | 1,936 | — | |||
| 94 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $384K | 0.1% | 6,660 | — | |||
| 95 | $INTC | INTEL CORP | Technology | $377K | 0.1% | 2,700 | New | |||
| 96 | $DHR | DANAHER CORP /DE/ | Healthcare | $365K | 0.1% | 1,918 | — | |||
| 97 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $365K | 0.1% | 1,630 | — | |||
| 98 | $GE | GENERAL ELECTRIC CO | Industrials | $361K | 0.1% | 965 | — | |||
| 99 | $MAS | MASCO CORP /DE/ | Industrials | $325K | 0.1% | 4,000 | — | |||
| 100 | $KMB | KIMBERLY CLARK CORP | Materials | $324K | 0.1% | 2,955 | — | |||
| 101 | $BXP | BXP, Inc. | Real Estate | $322K | 0.1% | 4,850 | — | |||
| 102 | $TXN | TEXAS INSTRUMENTS INC | Technology | $316K | 0.1% | 1,060 | — | |||
| 103 | — | ISHARES TR - RUS 1000 ETF | — | $314K | 0.1% | 768 | — | |||
| 104 | — | ISHARES TR - RUS 1000 GRW ETF | — | $313K | 0.1% | 2,520 | +292% | |||
| 105 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $308K | 0.1% | 740 | — | |||
| 106 | $GS | GOLDMAN SACHS GROUP INC | Financials | $303K | 0.1% | 300 | — | |||
| 107 | $GEV | GE Vernova Inc. | Industrials | $293K | 0.1% | 249 | — | |||
| 108 | $PFE | PFIZER INC | Healthcare | $289K | 0.1% | 12K | — | |||
| 109 | $GD | GENERAL DYNAMICS CORP | Industrials | $273K | 0.1% | 770 | — | |||
| 110 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $271K | 0.1% | 290 | — | |||
| 111 | $AXP | AMERICAN EXPRESS CO | Financials | $271K | 0.1% | 800 | — | |||
| 112 | $RTX | RTX Corp | Industrials | $262K | 0.1% | 1,380 | -16% | |||
| 113 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $236K | 0.1% | 2,000 | -7% | |||
| 114 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $233K | 0.1% | 945 | New | |||
| 115 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $231K | 0.1% | 1,737 | New | |||
| 116 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $222K | 0.1% | 1,902 | — | |||
| 117 | $AFL | AFLAC INC | Financials | $220K | 0.1% | 1,880 | — | |||
| 118 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $220K | 0.1% | 2,880 | — | |||
| 119 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $217K | 0.1% | 2,009 | New | |||
| 120 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $212K | 0.1% | 980 | New | |||
| 121 | $CB | Chubb Ltd | Financials | $201K | 0.0% | 590 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 15 added to, 53 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$ALBALBEMARLE CORP$5.5M
first bought this quarter
$INTCINTEL CORP$377K
first bought this quarter
- VANGUARD INDEX FDS - EXTEND MKT ETF$233K
first bought this quarter
$AAGILENT TECHNOLOGIES, INC.$231K
first bought this quarter
- SPDR SERIES TRUST - ST STR CONV ETF$217K
first bought this quarter
$ODFLOLD DOMINION FREIGHT LINE, INC.$212K
first bought this quarter
+1 more in the Excel export
Added to (15)
$LOWLOWES COMPANIES INC+2221%
now $5.0M
- ISHARES TR - RUS 1000 GRW ETF+292%
now $313K
$XYLXylem Inc.+2%
now $6.7M
$TMOTHERMO FISHER SCIENTIFIC INC.+1%
now $5.5M
$SYYSYSCO CORP+1%
now $5.7M
$PEPPEPSICO INC+1%
now $4.6M
+9 more in the Excel export
Trimmed (53)
now $12.2M
now $15.5M
- ISHARES INC - CORE MSCI EMKT-2%
now $8.3M
now $14.5M
now $14.2M
now $8.7M
+47 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F BOSTON RESEARCH & MANAGEMENT INC has filed, 40 earlier quarters. Pick one to see what it held then.
Portfolio Overview
BOSTON RESEARCH & MANAGEMENT INC disclosed 121 positions worth $452.6M in its Form 13F-HR for Q2 2026, followed by $GOOGL and $CSCO. During the quarter the fund opened 7 new positions and exited 0 — including a new stake in $ALB. The portfolio is most concentrated in Other (18.8% of disclosed assets). All figures are sourced directly from BOSTON RESEARCH & MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1259261.
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