BOSTON RESEARCH & MANAGEMENT INC
Holdings as of 2026-03-31, filed 2026-08-26
This is history, not a current position. These holdings describe 2026-03-31, and the report became public 148 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
115
Value reported by manager
$428.3M
Sum of our stored positions
$428.3M
should match the line above
Disclosure lag
148 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
115 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | $19M | 29,067 | — | 464287200 |
| WALMART INC | COM | $13.7M | 110,124 | — | 931142103 |
| MICROSOFT CORP | COM | $13.6M | 36,860 | — | 594918104 |
| ALPHABET INC | CAP STK CL A | $12.7M | 44,116 | — | 02079K305 |
| APPLE INC | COM | $12.6M | 49,674 | — | 037833100 |
| ABBVIE INC | COM | $10.5M | 48,353 | — | 00287Y109 |
| CISCO SYS INC | COM | $9.7M | 125,527 | — | 17275R102 |
| JPMORGAN CHASE & CO | COM | $9.5M | 32,364 | — | 46625H100 |
| ISHARES TR | CORE S&P SCP ETF | $9.4M | 75,727 | — | 464287804 |
| FASTENAL CO | COM | $9.3M | 201,370 | — | 311900104 |
| EXXON MOBIL CORP | COM | $9M | 53,185 | — | 30231G102 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $8.5M | 17,672 | — | 084670702 |
| MASTERCARD INCORPORATED | CL A | $8.4M | 16,753 | — | 57636Q104 |
| MERCK & CO INC | COM | $8M | 66,572 | — | 58933Y105 |
| LINDE PLC | SHS | $7.8M | 15,768 | — | G54950103 |
| TRACTOR SUPPLY CO | COM | $7.7M | 169,475 | — | 892356106 |
| BANK NEW YORK MELLON CORP | COM | $7.7M | 64,639 | — | 064058100 |
| MCDONALDS CORP | COM | $7.5M | 24,103 | — | 580135101 |
| ALBEMARLE CORP | 7.25% DEP SHS A | $7.2M | 100,820 | — | 012653200 |
| ISHARES INC | CORE MSCI EMKT | $7.2M | 103,306 | — | 46434G103 |
| AMAZON COM INC | COM | $7M | 33,584 | — | 023135106 |
| NEXTERA ENERGY INC | COM | $6.9M | 73,976 | — | 65339F101 |
| NVIDIA CORPORATION | COM | $6.8M | 39,045 | — | 67066G104 |
| PROCTER & GAMBLE CO | COM | $6.8M | 46,797 | — | 742718109 |
| LOCKHEED MARTIN CORP | COM | $6.7M | 11,161 | — | 539830109 |
| XYLEM INC | COM | $6.7M | 56,127 | — | 98419M100 |
| SNAP ON INC | COM | $6.5M | 17,954 | — | 833034101 |
| ISHARES TR | CORE MSCI EAFE | $6.3M | 69,552 | — | 46432F842 |
| LABCORP HOLDINGS INC | COM SHS | $6.2M | 23,309 | — | 504922105 |
| ABBOTT LABORATORIES | COM | $6.1M | 59,677 | — | 002824100 |
| DUKE ENERGY CORP NEW | COM NEW | $6M | 45,712 | — | 26441C204 |
| COCA COLA CO | COM | $5.6M | 74,107 | — | 191216100 |
| D R HORTON INC | COM | $5.5M | 40,290 | — | 23331A109 |
| CONOCOPHILLIPS | COM | $5.5M | 41,560 | — | 20825C104 |
| VERIZON COMMUNICATIONS INC | COM | $5.4M | 107,994 | — | 92343V104 |
| THERMO FISHER SCIENTIFIC INC | COM | $5.3M | 10,814 | — | 883556102 |
| PEPSICO INC | COM | $5.2M | 33,750 | — | 713448108 |
| COLGATE PALMOLIVE CO | COM | $5.2M | 60,669 | — | 194162103 |
| US BANCORP | COM NEW | $4.9M | 95,058 | — | 902973304 |
| SYSCO CORP | COM | $4.8M | 67,636 | — | 871829107 |
| DISNEY WALT CO | COM | $4.7M | 48,377 | — | 254687106 |
| ISHARES TR | RUSSELL 2000 ETF | $4.6M | 18,497 | — | 464287655 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $4.6M | 74,733 | — | 81369Y506 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.6M | 7,006 | — | 78462F103 |
| ELI LILLY & CO | COM | $4.4M | 4,833 | — | 532457108 |
| MEDTRONIC PLC | SHS | $4.4M | 50,547 | — | G5960L103 |
| UNITED PARCEL SVCS INC | CL B | $4.2M | 42,437 | — | 911312106 |
| ISHARES GOLD TR | ISHARES NEW | $4.1M | 46,825 | — | 464285204 |
| EQUINIX INC | COM | $4M | 4,106 | — | 29444U700 |
| GENERAL MILLS INC | COM | $4M | 107,872 | — | 370334104 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4M | 12,380 | — | 922908769 |
| OMNICOM GROUP INC | COM | $3.5M | 47,048 | — | 681919106 |
| COMCAST CORP NEW | CL A | $3.5M | 122,976 | — | 20030N101 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $3.5M | 17,696 | — | G1151C101 |
| CINTAS CORP | COM | $3.4M | 20,270 | — | 172908105 |
| ISHARES TR | CORE S&P MCP ETF | $3.4M | 50,493 | — | 464287507 |
| ADOBE INC | COM | $3.3M | 13,729 | — | 00724F101 |
| HOME DEPOT INC | COM | $2.9M | 8,805 | — | 437076102 |
| ISHARES TR | IBOXX HI YD ETF | $2.6M | 32,126 | — | 464288513 |
| CATERPILLAR INC | COM | $2.5M | 3,502 | — | 149123101 |
| JOHNSON & JOHNSON | COM | $2.3M | 9,613 | — | 478160104 |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.2M | 8,360 | — | 922908751 |
| CHEVRON CORPORATION | COM | $1.6M | 7,720 | — | 166764100 |
| ALPHABET INC | CAP STK CL C | $1.4M | 5,042 | — | 02079K107 |
| ORACLE CORP | COM | $1.4M | 9,749 | — | 68389X105 |
| STRYKER CORPORATION | COM | $1.4M | 4,354 | — | 863667101 |
| INDEPENDENT BK CORP MASS | COM | $1.3M | 17,011 | — | 453836108 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 19,498 | — | 921943858 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.2M | 15,681 | — | 922042775 |
| ISHARES TR | PFD AND INCM SEC | $956.1K | 31,532 | — | 464288687 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $892K | 4,648 | — | 46137V357 |
| INTERNATIONAL BUSINESS MACHS | COM | $790.3K | 3,260 | — | 459200101 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $754.8K | 13,964 | — | 922042858 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $753.6K | 1,627 | — | 78467X109 |
| WASTE MGMT INC DEL | COM | $710.1K | 3,090 | — | 94106L109 |
| PAYCHEX INC | COM | $696K | 7,555 | — | 704326107 |
| ILLINOIS TOOL WKS INC | COM | $671.5K | 2,580 | — | 452308109 |
| EMERSON ELEC CO | COM | $668.2K | 5,100 | — | 291011104 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $613.7K | 12,240 | — | 92189H409 |
| 3M CO | COM | $593.4K | 4,086 | — | 88579Y101 |
| INVESCO QQQ TR | UNIT SER 1 | $499.1K | 865 | — | 46090E103 |
| ISHARES TR | CORE US AGGBD ET | $474.9K | 4,784 | — | 464287226 |
| TESLA INC | COM | $470.3K | 1,265 | — | 88160R101 |
| SOUTHERN CO | COM | $454.6K | 4,710 | — | 842587107 |
| MARSH & MCLENNAN COS INC | COM | $454.4K | 2,620 | — | 571748102 |
| ISHARES TR | CORE 60/40 BALAN | $450.5K | 7,001 | — | 464289867 |
| AMGEN INC | COM | $435.2K | 1,237 | — | 031162100 |
| BRISTOL-MYERS SQUIBB CO | COM | $403.9K | 6,660 | — | 110122108 |
| PPG INDS INC | COM | $395.5K | 3,700 | — | 693506107 |
| QUALCOMM INC | COM | $388.9K | 3,020 | — | 747525103 |
| DANAHER CORP DEL | COM | $363.7K | 1,918 | — | 235851102 |
| ISHARES TR | GLOBAL TECH ETF | $359.9K | 3,600 | — | 464287291 |
| PFIZER INC | COM | $337.2K | 12,009 | — | 717081103 |
| AUTOMATIC DATA PROCESSING IN | COM | $331.2K | 1,630 | — | 053015103 |
| NUCOR CORP | COM | $327.4K | 1,936 | — | 670346105 |
| RTX CORPORATION | COM | $315.4K | 1,635 | — | 75513E101 |
| COSTCO WHOLESALE CORPORATION | COM | $289K | 290 | — | 22160K105 |
| KIMBERLY-CLARK CORP | COM | $285.1K | 2,955 | — | 494368103 |
| ISHARES TR | RUS 1000 GRW ETF | $274.2K | 643 | — | 464287614 |
| GE AEROSPACE | COM NEW | $273.8K | 965 | — | 369604301 |
| ISHARES TR | RUS 1000 ETF | $273.8K | 768 | — | 464287622 |
| APPLIED MATLS INC | COM | $271.7K | 795 | — | 038222105 |
| GENERAL DYNAMICS CORP | COM | $264.3K | 770 | — | 369550108 |
| GOLDMAN SACHS GROUP INC | COM | $253.8K | 300 | — | 38141G104 |
| BXP INC | COM | $251.7K | 4,850 | — | 101121101 |
| AMERICAN EXPRESS CO | COM | $242K | 800 | — | 025816109 |
| MASCO CORP | COM | $241.5K | 4,000 | — | 574599106 |
| LOWES COS INC | COM | $231.6K | 980 | — | 548661107 |
| GENUINE PARTS CO | COM | $227.4K | 2,150 | — | 372460105 |
| WEC ENERGY GROUP INC | COM | $220.2K | 1,902 | — | 92939U106 |
| GE VERNOVA INC | COM | $217.4K | 249 | — | 36828A101 |
| ARCHER DANIELS MIDLAND CO | COM | $209.3K | 2,880 | — | 039483102 |
| AFLAC INC | COM | $206.3K | 1,880 | — | 001055102 |
| TEXAS INSTRS INC | COM | $205.8K | 1,060 | — | 882508104 |
| UNITEDHEALTH GROUP INC | COM | $200.2K | 740 | — | 91324P102 |
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 2026-08-26