BOSTON RESEARCH & MANAGEMENT INC
Holdings as of 2025-06-30, filed 2026-09-04
This is history, not a current position. These holdings describe 2025-06-30, and the report became public 431 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
117
Value reported by manager
$423.3M
Sum of our stored positions
$423.3M
should match the line above
Disclosure lag
431 d
quarter end to filing
Top 5 concentration
17.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
117 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | $20.6M | 41,500 | — | 594918104 |
| ISHARES TR | CORE S&P500 ETF | $18.4M | 29,624 | — | 464287200 |
| WALMART INC | COM | $12.7M | 129,461 | — | 931142103 |
| APPLE INC | COM | $11.8M | 57,443 | — | 037833100 |
| MASTERCARD INCORPORATED | CL A | $11.5M | 20,516 | — | 57636Q104 |
| JPMORGAN CHASE & CO. | COM | $10.2M | 35,089 | — | 46625H100 |
| CISCO SYS INC | COM | $10.1M | 145,129 | — | 17275R102 |
| ABBVIE INC | COM | $9.5M | 51,286 | — | 00287Y109 |
| TRACTOR SUPPLY CO | COM | $9.3M | 176,580 | — | 892356106 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.2M | 18,995 | — | 084670702 |
| ALPHABET INC | CAP STK CL A | $9.2M | 52,113 | — | 02079K305 |
| FASTENAL CO | COM | $8.9M | 211,802 | — | 311900104 |
| XYLEM INC | COM | $8.4M | 64,952 | — | 98419M100 |
| ISHARES TR | CORE S&P SCP ETF | $8.3M | 76,260 | — | 464287804 |
| ABBOTT LABS | COM | $8M | 58,703 | — | 002824100 |
| BANK NEW YORK MELLON CORP | COM | $7.9M | 86,689 | — | 064058100 |
| AMAZON COM INC | COM | $7.7M | 34,875 | — | 023135106 |
| LINDE PLC | SHS | $7.5M | 15,924 | — | G54950103 |
| MCDONALDS CORP | COM | $7.3M | 25,148 | — | 580135101 |
| PROCTER AND GAMBLE CO | COM | $7.2M | 44,977 | — | 742718109 |
| ISHARES INC | CORE MSCI EMKT | $6.4M | 107,177 | — | 46434G103 |
| LABCORP HOLDINGS INC | COM SHS | $6.4M | 24,221 | — | 504922105 |
| NVIDIA CORPORATION | COM | $6.2M | 39,380 | — | 67066G104 |
| EXXON MOBIL CORP | COM | $5.9M | 54,774 | — | 30231G102 |
| SNAP ON INC | COM | $5.9M | 18,967 | — | 833034101 |
| ISHARES TR | CORE MSCI EAFE | $5.9M | 70,670 | — | 46432F842 |
| GENERAL MLS INC | COM | $5.9M | 113,802 | — | 370334104 |
| DISNEY WALT CO | COM | $5.8M | 46,480 | — | 254687106 |
| COLGATE PALMOLIVE CO | COM | $5.7M | 63,248 | — | 194162103 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $5.7M | 19,135 | — | G1151C101 |
| D R HORTON INC | COM | $5.5M | 42,522 | — | 23331A109 |
| DUKE ENERGY CORP NEW | COM NEW | $5.4M | 45,760 | — | 26441C204 |
| COCA COLA CO | COM | $5.4M | 75,979 | — | 191216100 |
| MERCK & CO INC | COM | $5.4M | 67,625 | — | 58933Y105 |
| NEXTERA ENERGY INC | COM | $5.3M | 76,923 | — | 65339F101 |
| LOCKHEED MARTIN CORP | COM | $5.3M | 11,529 | — | 539830109 |
| SYSCO CORP | COM | $5.2M | 68,311 | — | 871829107 |
| COMCAST CORP NEW | CL A | $4.9M | 137,616 | — | 20030N101 |
| PEPSICO INC | COM | $4.8M | 36,575 | — | 713448108 |
| VERIZON COMMUNICATIONS INC | COM | $4.7M | 107,962 | — | 92343V104 |
| ADOBE INC | COM | $4.6M | 11,938 | — | 00724F101 |
| ISHARES TR | RUSSELL 2000 ETF | $4.5M | 20,975 | — | 464287655 |
| CINTAS CORP | COM | $4.5M | 20,270 | — | 172908105 |
| THERMO FISHER SCIENTIFIC INC | COM | $4.5M | 10,981 | — | 883556102 |
| US BANCORP DEL | COM NEW | $4.4M | 98,040 | — | 902973304 |
| MEDTRONIC PLC | SHS | $4.4M | 50,629 | — | G5960L103 |
| SPDR S&P 500 ETF TR | TR UNIT | $4.4M | 7,095 | — | 78462F103 |
| UNITED PARCEL SERVICE INC | CL B | $4.3M | 42,743 | — | 911312106 |
| ALBEMARLE CORP | 7.25% DEP SHS A | $3.9M | 121,960 | — | 012653200 |
| SELECT SECTOR SPDR TR | ENERGY | $3.8M | 44,546 | — | 81369Y506 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.8M | 12,380 | — | 922908769 |
| OMNICOM GROUP INC | COM | $3.6M | 50,261 | — | 681919106 |
| CONOCOPHILLIPS | COM | $3.5M | 39,552 | — | 20825C104 |
| ELI LILLY & CO | COM | $3.3M | 4,188 | — | 532457108 |
| HOME DEPOT INC | COM | $3.2M | 8,805 | — | 437076102 |
| ISHARES TR | CORE S&P MCP ETF | $3.1M | 50,235 | — | 464287507 |
| ISHARES GOLD TR | ISHARES NEW | $3.1M | 49,863 | — | 464285204 |
| ISHARES TR | IBOXX HI YD ETF | $2.6M | 31,784 | — | 464288513 |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.4M | 9,993 | — | 922908751 |
| ORACLE CORP | COM | $2.2M | 9,899 | — | 68389X105 |
| STRYKER CORPORATION | COM | $1.7M | 4,354 | — | 863667101 |
| ALPHABET INC | CAP STK CL C | $1.7M | 9,650 | — | 02079K107 |
| VANECK ETF TRUST | BIOTECH ETF | $1.7M | 10,921 | — | 92189F726 |
| JOHNSON & JOHNSON | COM | $1.5M | 9,661 | — | 478160104 |
| ISHARES TR | ISHARES BIOTECH | $1.5M | 11,503 | — | 464287556 |
| CATERPILLAR INC | COM | $1.4M | 3,542 | — | 149123101 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.2M | 18,523 | — | 922042775 |
| CHEVRON CORP NEW | COM | $1.2M | 8,520 | — | 166764100 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 20,216 | — | 921943858 |
| PAYCHEX INC | COM | $1.1M | 7,555 | — | 704326107 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.1M | 2,412 | — | 78467X109 |
| INTERNATIONAL BUSINESS MACHS | COM | $947.3K | 3,213 | — | 459200101 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $854K | 17,008 | — | 92189H409 |
| WASTE MGMT INC DEL | COM | $707.1K | 3,090 | — | 94106L109 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $698.7K | 14,126 | — | 922042858 |
| EMERSON ELEC CO | COM | $680K | 5,100 | — | 291011104 |
| 3M CO | COM | $668.9K | 4,394 | — | 88579Y101 |
| YUM BRANDS INC | COM | $640.1K | 4,320 | — | 988498101 |
| ILLINOIS TOOL WKS INC | COM | $637.9K | 2,580 | — | 452308109 |
| GE AEROSPACE | COM NEW | $610.8K | 2,373 | — | 369604301 |
| MARSH & MCLENNAN COS INC | COM | $572.8K | 2,620 | — | 571748102 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $561.8K | 3,091 | — | 46137V357 |
| AUTOMATIC DATA PROCESSING IN | COM | $502.7K | 1,630 | — | 053015103 |
| QUALCOMM INC | COM | $481K | 3,020 | — | 747525103 |
| ISHARES TR | CORE US AGGBD ET | $466.8K | 4,706 | — | 464287226 |
| INVESCO QQQ TR | UNIT SER 1 | $466K | 845 | — | 46090E103 |
| ISHARES TR | PFD AND INCM SEC | $462K | 15,060 | — | 464288687 |
| ISHARES TR | CORE 60/40 BALAN | $448.8K | 7,289 | — | 464289867 |
| SOUTHERN CO | COM | $432.5K | 4,710 | — | 842587107 |
| PPG INDS INC | COM | $420.9K | 3,700 | — | 693506107 |
| TESLA INC | COM | $401.8K | 1,265 | — | 88160R101 |
| KIMBERLY-CLARK CORP | COM | $390.6K | 3,030 | — | 494368103 |
| DANAHER CORPORATION | COM | $378.9K | 1,918 | — | 235851102 |
| PFIZER INC | COM | $364.3K | 15,027 | — | 717081103 |
| AMGEN INC | COM | $345.4K | 1,237 | — | 031162100 |
| ISHARES TR | GLOBAL TECH ETF | $332.4K | 3,600 | — | 464287291 |
| BXP INC | COM | $327.2K | 4,850 | — | 101121101 |
| GE VERNOVA INC | COM | $317.5K | 600 | — | 36828A101 |
| BRISTOL-MYERS SQUIBB CO | COM | $308.3K | 6,660 | — | 110122108 |
| GENUINE PARTS CO | COM | $289.9K | 2,390 | — | 372460105 |
| COSTCO WHSL CORP NEW | COM | $287.1K | 290 | — | 22160K105 |
| ISHARES TR | RUS 1000 GRW ETF | $273K | 643 | — | 464287614 |
| BOEING CO | COM | $272.4K | 1,300 | — | 097023105 |
| ISHARES TR | RUS 1000 ETF | $260.8K | 768 | — | 464287622 |
| MASCO CORP | COM | $257.4K | 4,000 | — | 574599106 |
| AMERICAN EXPRESS CO | COM | $255.2K | 800 | — | 025816109 |
| NUCOR CORP | COM | $250.8K | 1,936 | — | 670346105 |
| RTX CORPORATION | COM | $238.7K | 1,635 | — | 75513E101 |
| UNITEDHEALTH GROUP INC | COM | $230.9K | 740 | — | 91324P102 |
| GENERAL DYNAMICS CORP | COM | $224.6K | 770 | — | 369550108 |
| WORTHINGTON ENTERPRISES INC | COM | $222.7K | 3,500 | — | 981811102 |
| TEXAS INSTRS INC | COM | $220.1K | 1,060 | — | 882508104 |
| LOWES COS INC | COM | $217.4K | 980 | — | 548661107 |
| GOLDMAN SACHS GROUP INC | COM | $212.3K | 300 | — | 38141G104 |
| HP INC | COM | $212.3K | 8,680 | — | 40434L105 |
| AGILENT TECHNOLOGIES INC | COM | $205K | 1,737 | — | 00846U101 |
| EMPIRE ST RLTY OP L P | UNIT LTD PRTNSP | $84.6K | 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 2026-09-04