BOSTON RESEARCH & MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, BOSTON RESEARCH & MANAGEMENT INC held in its portfolio 120 assets valued at $433,688 (i.e. $433.69K).
The most valuable assets in the portfolio included: iShares Core S&P 500 ETF ($21.80K), Microsoft Corp ($18.95K), and Apple Inc. ($14.57K).
The chart below shows the top 10 valuable assets, and the table below shows the top 120 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BOSTON RESEARCH & MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| iShares Core S&P 500 ETF | 31827 | 21799 | COM |
| Microsoft Corp | 39185 | 18950 | COM |
| Apple Inc. | 53583 | 14567 | COM |
| Alphabet, Inc. - Class A | 45649 | 14288 | COM |
| Wal-Mart Stores | 112494 | 12532 | COM |
| AbbVie Inc. | 48688 | 11124 | COM |
| Mastercard, Inc. | 19112 | 10911 | COM |
| J.P. Morgan Chase & Co. | 33055 | 10651 | COM |
| Cisco Systems, Inc. | 126314 | 9730 | COM |
| iShares Core S&P SmallCap ETF | 76018 | 9135 | COM |
| Berkshire Hathaway Inc. Class | 18105 | 9100 | COM |
| Tractor Supply Co | 166680 | 8335 | COM |
| Fastenal Co | 202870 | 8141 | COM |
| Xylem Inc. | 57645 | 7850 | COM |
| Amazon.com Inc | 33539 | 7741 | COM |
| Bank of New York Mellon Corp | 64824 | 7525 | COM |
| McDonald's Corp | 24172 | 7387 | COM |
| Nvidia | 39188 | 7308 | COM |
| Abbott Laboratories | 56721 | 7106 | COM |
| iShares Core MSCI Emerging Mkt | 103881 | 6982 | COM |
| Merck & Co. Inc. | 65994 | 6946 | COM |
| Exxon Mobil Corp. | 57036 | 6863 | COM |
| Procter & Gamble Co | 47170 | 6759 | COM |
| Linde PLC | 15330 | 6536 | COM |
| Snap-On Inc. | 18124 | 6245 | COM |
| iShares Core MSCI EAFE ETF | 69781 | 6242 | COM |
| Thermo Fisher Scientific | 10579 | 6130 | COM |
| Nextera Energy Inc. | 74611 | 5989 | COM |
| Labcorp Holdings | 23543 | 5906 | COM |
| D.R. Horton, Inc. | 40817 | 5878 | COM |
| Lockheed Martin Corp | 11299 | 5465 | COM |
| Duke Energy Corp. | 45407 | 5322 | COM |
| Walt Disney Co | 46552 | 5296 | COM |
| Coca-Cola Company | 74630 | 5217 | COM |
| US Bancorp | 95058 | 5072 | COM |
| Sysco Corp | 67560 | 4978 | COM |
| iShares Russell 2000 Index Fun | 19992 | 4921 | COM |
| Accenture PLC | 18308 | 4912 | COM |
| Pepsi Co Inc | 33959 | 4873 | COM |
| SPDR S&P 500 ETF | 7046 | 4804 | COM |
| Colgate-Palmolive Company | 60074 | 4747 | COM |
| Medtronic Plc | 49038 | 4710 | COM |
| General Mills Inc Com | 100079 | 4653 | COM |
| Eli Lilly & Co | 4148 | 4457 | COM |
| Verizon Communications | 108475 | 4418 | COM |
| Vanguard Total Stock Market ET | 12380 | 4150 | COM |
| United Parcel Services | 39265 | 3894 | COM |
| ConocoPhillips | 41178 | 3854 | COM |
| Cintas Corporation | 20270 | 3812 | COM |
| Omnicom Group Inc Com | 47203 | 3811 | COM |
| iShares Comex Gold Trust | 46954 | 3811 | COM |
| Adobe Inc | 10289 | 3601 | COM |
| iShares Core S&P Midcap ETF | 52316 | 3452 | COM |
| AMEX Energy Sector SPDR | 75677 | 3383 | COM |
| Home Depot, Inc. | 8805 | 3029 | COM |
| Equinix Inc | 3913 | 2997 | COM |
| Comcast Corp Cl A Vtg | 96971 | 2898 | COM |
| iShares iBoxx High Yield Corp | 31992 | 2579 | COM |
| Vanguard Small-Cap ETF | 8405 | 2168 | COM |
| Alphabet, Inc. - Class C | 6457 | 2026 | COM |
| Caterpillar | 3502 | 2006 | COM |
| Johnson & Johnson | 9613 | 1989 | COM |
| Oracle Corp. | 9814 | 1912 | COM |
| Stryker Corp | 4354 | 1530 | COM |
| Vanguard Developed Markets ETF | 20068 | 1253 | COM |
| Independent Bank Corp Mass Com | 17011 | 1243 | COM |
| Invesco S&P 500 Equal Weight | 6312 | 1209 | COM |
| Chevron Corp | 7920 | 1207 | COM |
| Vanguard FTSE All-World Ex-US | 15681 | 1153 | COM |
| SPDR DJIA ETF Trust | 2052 | 986 | COM |
| Intl Business Machines Corp | 3260 | 965 | COM |
| iShares US Preferred Stock | 31159 | 964 | COM |
| Paychex, Inc. | 7555 | 847 | COM |
| Vanguard Emerging Markets ETF | 13964 | 750 | COM |
| GE Aerospace | 2373 | 730 | COM |
| 3M Co | 4394 | 703 | COM |
| iShares US Consumer Staples ET | 10500 | 702 | COM |
| Waste Management, Inc. | 3090 | 678 | COM |
| Emerson Electric Co | 5100 | 676 | COM |
| Yum! Brands Inc. | 4320 | 653 | COM |
| Illinois Tool Works | 2580 | 635 | COM |
| VaneckVectors HY Muni ETF | 12240 | 625 | COM |
| Tesla Inc. | 1265 | 568 | COM |
| Invesco QQQ Trust Series 1 | 844 | 518 | COM |
| Qualcomm, Inc. | 3020 | 516 | COM |
| Marsh & McLennan Companies, In | 2620 | 486 | COM |
| iShares Core Total US Bond Mar | 4721 | 471 | COM |
| iShares S&P Growth Allocation | 6956 | 452 | COM |
| Danaher Corp. | 1918 | 439 | COM |
| Automatic Data Processing, Inc | 1630 | 419 | COM |
| Southern Co | 4710 | 410 | COM |
| Amgen Inc. | 1237 | 404 | COM |
| GE Vernova Inc | 600 | 392 | COM |
| PPG Industries | 3700 | 379 | COM |
| iShares S&P Global Tech Sector | 3600 | 378 | COM |
| Bristol-Myers Squibb Company | 6660 | 359 | COM |
| Boston Properties, Inc. | 4850 | 327 | COM |
| Pfizer Inc. | 12797 | 318 | COM |
| Nucor Corporation | 1936 | 315 | COM |
| iShares Russell 1000 Growth In | 643 | 304 | COM |
| RTX Corporation | 1635 | 299 | COM |
| Kimberly-Clark Corp | 2955 | 298 | COM |
| American Express Co | 800 | 295 | COM |
| Genuine Parts | 2390 | 293 | COM |
| iShares Russell 1000 Index Fun | 768 | 286 | COM |
| Boeing Co | 1300 | 282 | COM |
| Goldman Sachs Group Com | 300 | 263 | COM |
| General Dynamics Corporation | 770 | 259 | COM |
| Masco Corp | 4000 | 253 | COM |
| Applied Materials Inc | 975 | 250 | COM |
| Costco Whsl Corp New Com | 290 | 250 | COM |
| UnitedHealth Group Inc | 740 | 244 | COM |
| Agilent Technologies, Inc. | 1737 | 236 | COM |
| Lowe's Companies | 980 | 236 | COM |
| CH Robinson Worldwide Inc | 1390 | 223 | COM |
| Yum China Holding Inc. | 4389 | 209 | COM |
| Aflac, Inc. | 1880 | 207 | COM |
| CVS Health Corp | 2539 | 201 | COM |
| Wisconsin Energy Group Inc. | 1902 | 200 | COM |
| Empire St Realty | 10754 | 67 | COM |