BOSTON RESEARCH & MANAGEMENT INC
Holdings as of 2024-09-30, filed 2026-09-18
This is history, not a current position. These holdings describe 2024-09-30, and the report became public 718 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
116
Value reported by manager
$432.8M
Sum of our stored positions
$432.8M
should match the line above
Disclosure lag
718 d
quarter end to filing
Top 5 concentration
16.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
116 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | $18.7M | 32,415 | — | 464287200 |
| MICROSOFT CORP | COM | $18.2M | 42,351 | — | 594918104 |
| APPLE INC | COM | $13.5M | 58,101 | — | 037833100 |
| WALMART INC | COM | $11M | 136,751 | — | 931142103 |
| MASTERCARD INCORPORATED | CL A | $10.7M | 21,750 | — | 57636Q104 |
| TRACTOR SUPPLY CO | COM | $10.7M | 36,637 | — | 892356106 |
| ABBVIE INC | COM | $10.4M | 52,498 | — | 00287Y109 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.2M | 20,094 | — | 084670702 |
| XYLEM INC | COM | $9M | 66,406 | — | 98419M100 |
| ALPHABET INC | CAP STK CL A | $8.8M | 53,298 | — | 02079K305 |
| ISHARES TR | CORE S&P SCP ETF | $8.7M | 74,785 | — | 464287804 |
| GENERAL MLS INC | COM | $8M | 108,212 | — | 370334104 |
| CISCO SYS INC | COM | $8M | 149,758 | — | 17275R102 |
| JPMORGAN CHASE & CO. | COM | $7.8M | 37,133 | — | 46625H100 |
| D R HORTON INC | COM | $7.8M | 40,998 | — | 23331A109 |
| MCDONALDS CORP | COM | $7.8M | 25,476 | — | 580135101 |
| FASTENAL CO | COM | $7.8M | 108,565 | — | 311900104 |
| LINDE PLC | SHS | $7.7M | 16,222 | — | G54950103 |
| PROCTER AND GAMBLE CO | COM | $7.7M | 44,407 | — | 742718109 |
| ABBOTT LABS | COM | $7.2M | 63,211 | — | 002824100 |
| MERCK & CO INC | COM | $7.2M | 63,040 | — | 58933Y105 |
| BANK NEW YORK MELLON CORP | COM | $6.7M | 93,776 | — | 064058100 |
| COLGATE PALMOLIVE CO | COM | $6.6M | 64,051 | — | 194162103 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $6.6M | 18,800 | — | G1151C101 |
| AMAZON COM INC | COM | $6.6M | 35,228 | — | 023135106 |
| LOCKHEED MARTIN CORP | COM | $6.5M | 11,199 | — | 539830109 |
| NEXTERA ENERGY INC | COM | $6.2M | 73,899 | — | 65339F101 |
| EXXON MOBIL CORP | COM | $6.1M | 52,414 | — | 30231G102 |
| ISHARES INC | CORE MSCI EMKT | $6M | 103,914 | — | 46434G103 |
| PEPSICO INC | COM | $5.9M | 34,539 | — | 713448108 |
| THERMO FISHER SCIENTIFIC INC | COM | $5.8M | 9,361 | — | 883556102 |
| COCA COLA CO | COM | $5.7M | 79,310 | — | 191216100 |
| LABCORP HOLDINGS INC | COM SHS | $5.7M | 25,369 | — | 504922105 |
| COMCAST CORP NEW | CL A | $5.6M | 133,578 | — | 20030N101 |
| SNAP ON INC | COM | $5.5M | 18,859 | — | 833034101 |
| UNITED PARCEL SERVICE INC | CL B | $5.4M | 39,836 | — | 911312106 |
| DUKE ENERGY CORP NEW | COM NEW | $5.3M | 46,400 | — | 26441C204 |
| ISHARES TR | CORE MSCI EAFE | $5.3M | 67,485 | — | 46432F842 |
| OMNICOM GROUP INC | COM | $5.2M | 50,110 | — | 681919106 |
| SYSCO CORP | COM | $5M | 63,861 | — | 871829107 |
| ISHARES TR | RUSSELL 2000 ETF | $4.6M | 21,041 | — | 464287655 |
| ALBEMARLE CORP | 7.25% DEP SHS A | $4.6M | 103,120 | — | 012653200 |
| MEDTRONIC PLC | SHS | $4.6M | 51,315 | — | G5960L103 |
| VERIZON COMMUNICATIONS INC | COM | $4.6M | 102,346 | — | 92343V104 |
| CINTAS CORP | COM | $4.5M | 21,800 | — | 172908105 |
| DISNEY WALT CO | COM | $4.4M | 46,171 | — | 254687106 |
| US BANCORP DEL | COM NEW | $4.3M | 93,011 | — | 902973304 |
| SELECT SECTOR SPDR TR | ENERGY | $4.2M | 47,941 | — | 81369Y506 |
| SPDR S&P 500 ETF TR | TR UNIT | $4.1M | 7,114 | — | 78462F103 |
| QORVO INC | COM | $4M | 38,599 | — | 74736K101 |
| ADOBE INC | COM | $3.9M | 7,609 | — | 00724F101 |
| CVS HEALTH CORP | COM | $3.9M | 62,150 | — | 126650100 |
| ELI LILLY & CO | COM | $3.7M | 4,188 | — | 532457108 |
| HOME DEPOT INC | COM | $3.6M | 8,805 | — | 437076102 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.5M | 12,380 | — | 922908769 |
| CONOCOPHILLIPS | COM | $3.4M | 32,719 | — | 20825C104 |
| ISHARES TR | CORE S&P MCP ETF | $3.1M | 49,738 | — | 464287507 |
| ISHARES TR | IBOXX HI YD ETF | $2.7M | 33,385 | — | 464288513 |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.5M | 10,619 | — | 922908751 |
| ISHARES GOLD TR | ISHARES NEW | $2.5M | 50,383 | — | 464285204 |
| VANECK ETF TRUST | BIOTECH ETF | $2.1M | 11,971 | — | 92189F726 |
| ISHARES TR | ISHARES BIOTECH | $1.8M | 12,657 | — | 464287556 |
| ORACLE CORP | COM | $1.8M | 10,319 | — | 68389X105 |
| ALPHABET INC | CAP STK CL C | $1.7M | 10,155 | — | 02079K107 |
| STRYKER CORPORATION | COM | $1.6M | 4,354 | — | 863667101 |
| JOHNSON & JOHNSON | COM | $1.6M | 9,661 | — | 478160104 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.5M | 23,073 | — | 922042775 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.4M | 3,367 | — | 78467X109 |
| CATERPILLAR INC | COM | $1.4M | 3,542 | — | 149123101 |
| NVIDIA CORPORATION | COM | $1.3M | 11,100 | — | 67066G104 |
| CHEVRON CORP NEW | COM | $1.3M | 8,608 | — | 166764100 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 21,999 | — | 921943858 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $1.1M | 19,859 | — | 92189H409 |
| PAYCHEX INC | COM | $1M | 7,590 | — | 704326107 |
| INTERNATIONAL BUSINESS MACHS | COM | $980.1K | 4,433 | — | 459200101 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $772.6K | 16,147 | — | 922042858 |
| ILLINOIS TOOL WKS INC | COM | $676.1K | 2,580 | — | 452308109 |
| WASTE MGMT INC DEL | COM | $641.5K | 3,090 | — | 94106L109 |
| YUM BRANDS INC | COM | $603.5K | 4,320 | — | 988498101 |
| 3M CO | COM | $600.7K | 4,394 | — | 88579Y101 |
| MARSH & MCLENNAN COS INC | COM | $584.5K | 2,620 | — | 571748102 |
| EMERSON ELEC CO | COM | $557.8K | 5,100 | — | 291011104 |
| DANAHER CORPORATION | COM | $533.2K | 1,918 | — | 235851102 |
| ISHARES TR | PFD AND INCM SEC | $528.3K | 15,897 | — | 464288687 |
| QUALCOMM INC | COM | $513.6K | 3,020 | — | 747525103 |
| ISHARES TR | GRWT ALLOCAT ETF | $511.7K | 8,637 | — | 464289867 |
| PPG INDS INC | COM | $490.1K | 3,700 | — | 693506107 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $479.3K | 2,675 | — | 46137V357 |
| AUTOMATIC DATA PROCESSING IN | COM | $474.6K | 1,715 | — | 053015103 |
| GE AEROSPACE | COM NEW | $455K | 2,413 | — | 369604301 |
| PFIZER INC | COM | $434.9K | 15,027 | — | 717081103 |
| UNITEDHEALTH GROUP INC | COM | $432.7K | 740 | — | 91324P102 |
| ISHARES TR | CORE US AGGBD ET | $431.7K | 4,263 | — | 464287226 |
| KIMBERLY-CLARK CORP | COM | $431.1K | 3,030 | — | 494368103 |
| SOUTHERN CO | COM | $424.7K | 4,710 | — | 842587107 |
| INVESCO QQQ TR | UNIT SER 1 | $398.9K | 817 | — | 46090E103 |
| AMGEN INC | COM | $398.6K | 1,237 | — | 031162100 |
| BXP INC | COM | $390.2K | 4,850 | — | 101121101 |
| BRISTOL-MYERS SQUIBB CO | COM | $344.6K | 6,660 | — | 110122108 |
| MASCO CORP | COM | $335.8K | 4,000 | — | 574599106 |
| GENUINE PARTS CO | COM | $333.8K | 2,390 | — | 372460105 |
| HP INC | COM | $311.4K | 8,680 | — | 40434L105 |
| ISHARES TR | GLOBAL TECH ETF | $297.1K | 3,600 | — | 464287291 |
| NUCOR CORP | COM | $291.1K | 1,936 | — | 670346105 |
| ISHARES TR | RUS 1000 GRW ETF | $289.8K | 772 | — | 464287614 |
| AGILENT TECHNOLOGIES INC | COM | $273.4K | 1,841 | — | 00846U101 |
| LOWES COS INC | COM | $265.4K | 980 | — | 548661107 |
| COSTCO WHSL CORP NEW | COM | $257.1K | 290 | — | 22160K105 |
| ISHARES TR | RUS 1000 ETF | $241.5K | 768 | — | 464287622 |
| GENERAL DYNAMICS CORP | COM | $232.7K | 770 | — | 369550108 |
| CLOROX CO DEL | COM | $224K | 1,375 | — | 189054109 |
| TEXAS INSTRS INC | COM | $219K | 1,060 | — | 882508104 |
| AMERICAN EXPRESS CO | COM | $217K | 800 | — | 025816109 |
| RTX CORPORATION | COM | $214.5K | 1,770 | — | 75513E101 |
| AFLAC INC | COM | $210.2K | 1,880 | — | 001055102 |
| WEC ENERGY GROUP INC | COM | $200.2K | 2,082 | — | 92939U106 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-09-18