BOSTON RESEARCH & MANAGEMENT INC
Holdings as of 2025-09-30, filed 2026-09-01
This is history, not a current position. These holdings describe 2025-09-30, and the report became public 336 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
120
Value reported by manager
$457.5M
Sum of our stored positions
$457.5M
should match the line above
Disclosure lag
336 d
quarter end to filing
Top 5 concentration
17.8%
of the positions shown
New positions
5
vs previous quarter
Exited
2
vs previous quarter
Option positions
0
puts and calls
Positions
120 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | $21.5M | 41,547 | — | 594918104 |
| ISHARES TR | CORE S&P500 ETF | $19.7M | 29,431 | — | 464287200 |
| APPLE INC | COM | $14.8M | 58,139 | — | 037833100 |
| WALMART INC | COM | $13.3M | 128,921 | — | 931142103 |
| ALPHABET INC | CAP STK CL A | $12.4M | 50,830 | — | 02079K305 |
| ABBVIE INC | COM | $11.8M | 51,138 | — | 00287Y109 |
| MASTERCARD INCORPORATED | CL A | $11.6M | 20,427 | — | 57636Q104 |
| JPMORGAN CHASE & CO. | COM | $10.9M | 34,535 | — | 46625H100 |
| FASTENAL CO | COM | $10.3M | 209,717 | — | 311900104 |
| TRACTOR SUPPLY CO | COM | $10M | 174,985 | — | 892356106 |
| CISCO SYS INC | COM | $9.9M | 144,705 | — | 17275R102 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.6M | 19,006 | — | 084670702 |
| XYLEM INC | COM | $9.5M | 64,674 | — | 98419M100 |
| BANK NEW YORK MELLON CORP | COM | $9.2M | 84,262 | — | 064058100 |
| ISHARES TR | CORE S&P SCP ETF | $9M | 76,138 | — | 464287804 |
| ABBOTT LABS | COM | $7.9M | 59,338 | — | 002824100 |
| AMAZON COM INC | COM | $7.9M | 35,772 | — | 023135106 |
| MCDONALDS CORP | COM | $7.6M | 25,020 | — | 580135101 |
| PROCTER AND GAMBLE CO | COM | $7.6M | 49,426 | — | 742718109 |
| LINDE PLC | SHS | $7.6M | 15,942 | — | G54950103 |
| NVIDIA CORPORATION | COM | $7.5M | 40,349 | — | 67066G104 |
| D R HORTON INC | COM | $7.2M | 42,392 | — | 23331A109 |
| ISHARES INC | CORE MSCI EMKT | $7.1M | 107,002 | — | 46434G103 |
| LABCORP HOLDINGS INC | COM SHS | $6.9M | 24,142 | — | 504922105 |
| SNAP ON INC | COM | $6.6M | 18,942 | — | 833034101 |
| EXXON MOBIL CORP | COM | $6.3M | 56,221 | — | 30231G102 |
| ISHARES TR | CORE MSCI EAFE | $6.2M | 70,584 | — | 46432F842 |
| LOCKHEED MARTIN CORP | COM | $5.8M | 11,692 | — | 539830109 |
| GENERAL MLS INC | COM | $5.8M | 115,358 | — | 370334104 |
| NEXTERA ENERGY INC | COM | $5.8M | 77,021 | — | 65339F101 |
| MERCK & CO INC | COM | $5.7M | 67,615 | — | 58933Y105 |
| SYSCO CORP | COM | $5.7M | 68,738 | — | 871829107 |
| DUKE ENERGY CORP NEW | COM NEW | $5.6M | 45,537 | — | 26441C204 |
| DISNEY WALT CO | COM | $5.4M | 47,361 | — | 254687106 |
| THERMO FISHER SCIENTIFIC INC | COM | $5.3M | 10,971 | — | 883556102 |
| COCA COLA CO | COM | $5.2M | 77,743 | — | 191216100 |
| COLGATE PALMOLIVE CO | COM | $5.1M | 63,926 | — | 194162103 |
| ISHARES TR | RUSSELL 2000 ETF | $5.1M | 20,975 | — | 464287655 |
| PEPSICO INC | COM | $5.1M | 35,982 | — | 713448108 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $4.9M | 19,854 | — | G1151C101 |
| MEDTRONIC PLC | SHS | $4.8M | 50,779 | — | G5960L103 |
| US BANCORP DEL | COM NEW | $4.8M | 98,833 | — | 902973304 |
| VERIZON COMMUNICATIONS INC | COM | $4.8M | 108,651 | — | 92343V104 |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 7,046 | — | 78462F103 |
| ADOBE INC | COM | $4.5M | 12,669 | — | 00724F101 |
| COMCAST CORP NEW | CL A | $4.4M | 139,867 | — | 20030N101 |
| CINTAS CORP | COM | $4.2M | 20,270 | — | 172908105 |
| ALBEMARLE CORP | 7.25% DEP SHS A | $4.1M | 108,420 | — | 012653200 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.1M | 12,380 | — | 922908769 |
| OMNICOM GROUP INC | COM | $4M | 49,661 | — | 681919106 |
| SELECT SECTOR SPDR TR | ENERGY | $3.8M | 42,696 | — | 81369Y506 |
| CONOCOPHILLIPS | COM | $3.8M | 40,173 | — | 20825C104 |
| UNITED PARCEL SERVICE INC | CL B | $3.8M | 44,936 | — | 911312106 |
| ISHARES GOLD TR | ISHARES NEW | $3.6M | 49,895 | — | 464285204 |
| HOME DEPOT INC | COM | $3.6M | 8,805 | — | 437076102 |
| ISHARES TR | CORE S&P MCP ETF | $3.3M | 51,051 | — | 464287507 |
| ELI LILLY & CO | COM | $3.2M | 4,188 | — | 532457108 |
| ORACLE CORP | COM | $2.8M | 9,814 | — | 68389X105 |
| EQUINIX INC | COM | $2.7M | 3,402 | — | 29444U700 |
| ISHARES TR | IBOXX HI YD ETF | $2.6M | 31,777 | — | 464288513 |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.5M | 9,993 | — | 922908751 |
| ALPHABET INC | CAP STK CL C | $2.3M | 9,615 | — | 02079K107 |
| JOHNSON & JOHNSON | COM | $1.8M | 9,613 | — | 478160104 |
| VANECK ETF TRUST | BIOTECH ETF | $1.7M | 10,446 | — | 92189F726 |
| CATERPILLAR INC | COM | $1.7M | 3,542 | — | 149123101 |
| STRYKER CORPORATION | COM | $1.6M | 4,354 | — | 863667101 |
| ISHARES TR | ISHARES BIOTECH | $1.6M | 10,978 | — | 464287556 |
| CHEVRON CORP NEW | COM | $1.3M | 8,520 | — | 166764100 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.2M | 16,981 | — | 922042775 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 20,216 | — | 921943858 |
| INDEPENDENT BK CORP MASS | COM | $1.2M | 17,011 | — | 453836108 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.1M | 2,412 | — | 78467X109 |
| PAYCHEX INC | COM | $957.7K | 7,555 | — | 704326107 |
| INTERNATIONAL BUSINESS MACHS | COM | $920K | 3,260 | — | 459200101 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $765.3K | 14,126 | — | 922042858 |
| GE AEROSPACE | COM NEW | $713.8K | 2,373 | — | 369604301 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $688.1K | 13,518 | — | 92189H409 |
| WASTE MGMT INC DEL | COM | $682.4K | 3,090 | — | 94106L109 |
| 3M CO | COM | $681.9K | 4,394 | — | 88579Y101 |
| ILLINOIS TOOL WKS INC | COM | $672.8K | 2,580 | — | 452308109 |
| EMERSON ELEC CO | COM | $669K | 5,100 | — | 291011104 |
| YUM BRANDS INC | COM | $656.6K | 4,320 | — | 988498101 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $605K | 3,189 | — | 46137V357 |
| TESLA INC | COM | $562.6K | 1,265 | — | 88160R101 |
| MARSH & MCLENNAN COS INC | COM | $528K | 2,620 | — | 571748102 |
| INVESCO QQQ TR | UNIT SER 1 | $507.1K | 845 | — | 46090E103 |
| QUALCOMM INC | COM | $502.4K | 3,020 | — | 747525103 |
| AUTOMATIC DATA PROCESSING IN | COM | $478.4K | 1,630 | — | 053015103 |
| ISHARES TR | CORE US AGGBD ET | $476.7K | 4,755 | — | 464287226 |
| SOUTHERN CO | COM | $446.4K | 4,710 | — | 842587107 |
| ISHARES TR | CORE 60/40 BALAN | $445.9K | 6,926 | — | 464289867 |
| ISHARES TR | PFD AND INCM SEC | $441K | 13,946 | — | 464288687 |
| PPG INDS INC | COM | $388.9K | 3,700 | — | 693506107 |
| PFIZER INC | COM | $382.9K | 15,027 | — | 717081103 |
| DANAHER CORPORATION | COM | $380.3K | 1,918 | — | 235851102 |
| KIMBERLY-CLARK CORP | COM | $376.8K | 3,030 | — | 494368103 |
| ISHARES TR | GLOBAL TECH ETF | $371.6K | 3,600 | — | 464287291 |
| GE VERNOVA INC | COM | $368.9K | 600 | — | 36828A101 |
| COSTCO WHSL CORP NEW | COM | $361K | 390 | — | 22160K105 |
| BXP INC | COM | $360.5K | 4,850 | — | 101121101 |
| AMGEN INC | COM | $349.1K | 1,237 | — | 031162100 |
| GENUINE PARTS CO | COM | $331.3K | 2,390 | — | 372460105 |
| ISHARES TR | RUS 1000 GRW ETF | $301.2K | 643 | — | 464287614 |
| BRISTOL-MYERS SQUIBB CO | COM | $300.4K | 6,660 | — | 110122108 |
| MASCO CORP | COM | $281.6K | 4,000 | — | 574599106 |
| ISHARES TR | RUS 1000 ETF | $280.7K | 768 | — | 464287622 |
| BOEING CO | COM | $280.6K | 1,300 | — | 097023105 |
| RTX CORPORATION | COM | $273.6K | 1,635 | — | 75513E101 |
| AMERICAN EXPRESS CO | COM | $265.7K | 800 | — | 025816109 |
| GENERAL DYNAMICS CORP | COM | $262.6K | 770 | — | 369550108 |
| NUCOR CORP | COM | $262.2K | 1,936 | — | 670346105 |
| UNITEDHEALTH GROUP INC | COM | $255.5K | 740 | — | 91324P102 |
| LOWES COS INC | COM | $246.3K | 980 | — | 548661107 |
| GOLDMAN SACHS GROUP INC | COM | $238.9K | 300 | — | 38141G104 |
| HP INC | COM | $236.4K | 8,680 | — | 40434L105 |
| ARISTA NETWORKS INC | COM SHS | $233.1K | 1,600 | — | 040413205 |
| AGILENT TECHNOLOGIES INC | COM | $222.9K | 1,737 | — | 00846U101 |
| WEC ENERGY GROUP INC | COM | $218K | 1,902 | — | 92939U106 |
| AFLAC INC | COM | $210K | 1,880 | — | 001055102 |
| EMPIRE ST RLTY OP L P | UNIT LTD PRTNSP | $80K | 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 2026-09-01