BOSTON RESEARCH & MANAGEMENT INC
Holdings as of 2024-12-31, filed 2026-09-11
This is history, not a current position. These holdings describe 2024-12-31, and the report became public 619 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
116
Value reported by manager
$413.9M
Sum of our stored positions
$413.9M
should match the line above
Disclosure lag
619 d
quarter end to filing
Top 5 concentration
18.0%
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 | $19M | 32,248 | — | 464287200 |
| MICROSOFT CORP | COM | $17.8M | 42,135 | — | 594918104 |
| APPLE INC | COM | $14.4M | 57,665 | — | 037833100 |
| WALMART INC | COM | $12.1M | 133,902 | — | 931142103 |
| MASTERCARD INCORPORATED | CL A | $11.4M | 21,590 | — | 57636Q104 |
| ALPHABET INC | CAP STK CL A | $10M | 52,830 | — | 02079K305 |
| TRACTOR SUPPLY CO | COM | $9.5M | 179,100 | — | 892356106 |
| ABBVIE INC | COM | $9.3M | 52,396 | — | 00287Y109 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9M | 19,867 | — | 084670702 |
| JPMORGAN CHASE & CO. | COM | $8.8M | 36,911 | — | 46625H100 |
| CISCO SYS INC | COM | $8.8M | 149,174 | — | 17275R102 |
| ISHARES TR | CORE S&P SCP ETF | $8.5M | 73,873 | — | 464287804 |
| FASTENAL CO | COM | $7.8M | 108,370 | — | 311900104 |
| AMAZON COM INC | COM | $7.7M | 35,140 | — | 023135106 |
| XYLEM INC | COM | $7.6M | 65,862 | — | 98419M100 |
| PROCTER AND GAMBLE CO | COM | $7.5M | 44,859 | — | 742718109 |
| MCDONALDS CORP | COM | $7.4M | 25,393 | — | 580135101 |
| ABBOTT LABS | COM | $7.1M | 63,187 | — | 002824100 |
| BANK NEW YORK MELLON CORP | COM | $7.1M | 92,110 | — | 064058100 |
| GENERAL MLS INC | COM | $6.9M | 108,227 | — | 370334104 |
| LINDE PLC | SHS | $6.8M | 16,195 | — | G54950103 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $6.6M | 18,749 | — | G1151C101 |
| MERCK & CO INC | COM | $6.4M | 64,786 | — | 58933Y105 |
| SNAP ON INC | COM | $6.4M | 18,791 | — | 833034101 |
| COLGATE PALMOLIVE CO | COM | $5.9M | 64,591 | — | 194162103 |
| LABCORP HOLDINGS INC | COM SHS | $5.8M | 25,497 | — | 504922105 |
| D R HORTON INC | COM | $5.7M | 40,673 | — | 23331A109 |
| EXXON MOBIL CORP | COM | $5.7M | 52,704 | — | 30231G102 |
| ISHARES INC | CORE MSCI EMKT | $5.5M | 105,233 | — | 46434G103 |
| LOCKHEED MARTIN CORP | COM | $5.5M | 11,271 | — | 539830109 |
| PEPSICO INC | COM | $5.4M | 35,249 | — | 713448108 |
| NEXTERA ENERGY INC | COM | $5.4M | 74,722 | — | 65339F101 |
| DISNEY WALT CO | COM | $5.2M | 47,108 | — | 254687106 |
| UNITED PARCEL SERVICE INC | CL B | $5.2M | 41,019 | — | 911312106 |
| SYSCO CORP | COM | $5.1M | 66,810 | — | 871829107 |
| COMCAST CORP NEW | CL A | $5M | 133,423 | — | 20030N101 |
| DUKE ENERGY CORP NEW | COM NEW | $5M | 46,242 | — | 26441C204 |
| COCA COLA CO | COM | $4.9M | 79,000 | — | 191216100 |
| THERMO FISHER SCIENTIFIC INC | COM | $4.9M | 9,368 | — | 883556102 |
| ISHARES TR | CORE MSCI EAFE | $4.9M | 69,100 | — | 46432F842 |
| ISHARES TR | RUSSELL 2000 ETF | $4.6M | 21,041 | — | 464287655 |
| US BANCORP DEL | COM NEW | $4.5M | 94,541 | — | 902973304 |
| OMNICOM GROUP INC | COM | $4.4M | 51,365 | — | 681919106 |
| SELECT SECTOR SPDR TR | ENERGY | $4.4M | 50,886 | — | 81369Y506 |
| VERIZON COMMUNICATIONS INC | COM | $4.3M | 106,500 | — | 92343V104 |
| ALBEMARLE CORP | 7.25% DEP SHS A | $4.2M | 103,320 | — | 012653200 |
| SPDR S&P 500 ETF TR | TR UNIT | $4.2M | 7,116 | — | 78462F103 |
| MEDTRONIC PLC | SHS | $4.1M | 51,219 | — | G5960L103 |
| CINTAS CORP | COM | $3.9M | 21,300 | — | 172908105 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.6M | 12,380 | — | 922908769 |
| ADOBE INC | COM | $3.6M | 8,066 | — | 00724F101 |
| HOME DEPOT INC | COM | $3.4M | 8,805 | — | 437076102 |
| CONOCOPHILLIPS | COM | $3.3M | 32,784 | — | 20825C104 |
| ELI LILLY & CO | COM | $3.2M | 4,188 | — | 532457108 |
| ISHARES TR | CORE S&P MCP ETF | $3.1M | 49,184 | — | 464287507 |
| ISHARES TR | IBOXX HI YD ETF | $2.6M | 33,135 | — | 464288513 |
| ISHARES GOLD TR | ISHARES NEW | $2.5M | 50,283 | — | 464285204 |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.5M | 10,269 | — | 922908751 |
| ALPHABET INC | CAP STK CL C | $1.9M | 10,105 | — | 02079K107 |
| VANECK ETF TRUST | BIOTECH ETF | $1.9M | 11,971 | — | 92189F726 |
| ORACLE CORP | COM | $1.7M | 10,259 | — | 68389X105 |
| ISHARES TR | ISHARES BIOTECH | $1.7M | 12,657 | — | 464287556 |
| STRYKER CORPORATION | COM | $1.6M | 4,354 | — | 863667101 |
| CVS HEALTH CORP | COM | $1.5M | 33,908 | — | 126650100 |
| NVIDIA CORPORATION | COM | $1.5M | 11,020 | — | 67066G104 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.4M | 3,367 | — | 78467X109 |
| JOHNSON & JOHNSON | COM | $1.4M | 9,661 | — | 478160104 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.3M | 22,503 | — | 922042775 |
| CATERPILLAR INC | COM | $1.3M | 3,542 | — | 149123101 |
| CHEVRON CORP NEW | COM | $1.2M | 8,608 | — | 166764100 |
| PAYCHEX INC | COM | $1.1M | 7,590 | — | 704326107 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 21,999 | — | 921943858 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $1M | 19,859 | — | 92189H409 |
| QORVO INC | COM | $878K | 12,555 | — | 74736K101 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $711.1K | 16,147 | — | 922042858 |
| INTERNATIONAL BUSINESS MACHS | COM | $706.4K | 3,213 | — | 459200101 |
| ILLINOIS TOOL WKS INC | COM | $654.2K | 2,580 | — | 452308109 |
| EMERSON ELEC CO | COM | $632K | 5,100 | — | 291011104 |
| WASTE MGMT INC DEL | COM | $623.5K | 3,090 | — | 94106L109 |
| YUM BRANDS INC | COM | $579.6K | 4,320 | — | 988498101 |
| 3M CO | COM | $567.2K | 4,394 | — | 88579Y101 |
| MARSH & MCLENNAN COS INC | COM | $556.5K | 2,620 | — | 571748102 |
| AUTOMATIC DATA PROCESSING IN | COM | $502K | 1,715 | — | 053015103 |
| ISHARES TR | PFD AND INCM SEC | $493K | 15,682 | — | 464288687 |
| ISHARES TR | GRWT ALLOCAT ETF | $484.3K | 8,449 | — | 464289867 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $470K | 2,682 | — | 46137V357 |
| QUALCOMM INC | COM | $463.9K | 3,020 | — | 747525103 |
| PPG INDS INC | COM | $442K | 3,700 | — | 693506107 |
| DANAHER CORPORATION | COM | $440.3K | 1,918 | — | 235851102 |
| ISHARES TR | CORE US AGGBD ET | $414.1K | 4,273 | — | 464287226 |
| INVESCO QQQ TR | UNIT SER 1 | $413.3K | 808 | — | 46090E103 |
| GE AEROSPACE | COM NEW | $402.5K | 2,413 | — | 369604301 |
| PFIZER INC | COM | $398.7K | 15,027 | — | 717081103 |
| KIMBERLY-CLARK CORP | COM | $397.1K | 3,030 | — | 494368103 |
| SOUTHERN CO | COM | $387.7K | 4,710 | — | 842587107 |
| BRISTOL-MYERS SQUIBB CO | COM | $376.7K | 6,660 | — | 110122108 |
| UNITEDHEALTH GROUP INC | COM | $374.3K | 740 | — | 91324P102 |
| BXP INC | COM | $360.6K | 4,850 | — | 101121101 |
| AMGEN INC | COM | $322.4K | 1,237 | — | 031162100 |
| ISHARES TR | RUS 1000 GRW ETF | $310K | 772 | — | 464287614 |
| ISHARES TR | GLOBAL TECH ETF | $305.1K | 3,600 | — | 464287291 |
| MASCO CORP | COM | $290.3K | 4,000 | — | 574599106 |
| HP INC | COM | $283.2K | 8,680 | — | 40434L105 |
| GENUINE PARTS CO | COM | $279.1K | 2,390 | — | 372460105 |
| COSTCO WHSL CORP NEW | COM | $265.7K | 290 | — | 22160K105 |
| ISHARES TR | RUS 1000 ETF | $247.4K | 768 | — | 464287622 |
| AGILENT TECHNOLOGIES INC | COM | $247.3K | 1,841 | — | 00846U101 |
| LOWES COS INC | COM | $241.9K | 980 | — | 548661107 |
| AMERICAN EXPRESS CO | COM | $237.4K | 800 | — | 025816109 |
| BOEING CO | COM | $230.1K | 1,300 | — | 097023105 |
| NUCOR CORP | COM | $226K | 1,936 | — | 670346105 |
| CLOROX CO DEL | COM | $223.3K | 1,375 | — | 189054109 |
| YUM CHINA HLDGS INC | COM | $208.1K | 4,320 | — | 98850P109 |
| RTX CORPORATION | COM | $204.8K | 1,770 | — | 75513E101 |
| GENERAL DYNAMICS CORP | COM | $202.9K | 770 | — | 369550108 |
| EMPIRE ST RLTY OP L P | UNIT LTD PRTNSP | $109.5K | 10,754 | — | 292102100 |
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 2026-09-11