Filed: 2/12/2025ACC: 0001259261-25-000002
📋 What this filing means
BOSTON RESEARCH & MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $407.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$407.4K
Total AUM (reported)
3.38M
Total Shares
Allocation by class
COM$407.4K100.0%
Portfolio Concentration
Top 3$51.0K12.5%
4–10$69.7K17.1%
11–25$107.7K26.4%
Rest$179.0K43.9%
Top 3 weight
12.5%
Top 10 weight
29.6%
Voting Authority Distribution
Total shares with voting rights: 3.38M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.38M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole115
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings115
Rows:
iShares Core S&P 500 ETF
SOLEShares32.30K
TypeSH
Market value$19.0K
4.67%
Sole
0.00
Shared
0.00
None
32.30K
Microsoft Corp
SOLEShares41.87K
TypeSH
Market value$17.6K
4.33%
Sole
0.00
Shared
0.00
None
41.87K
Apple Inc.
SOLEShares57.06K
TypeSH
Market value$14.3K
3.51%
Sole
0.00
Shared
0.00
None
57.06K
Wal-Mart Stores
SOLEShares133.90K
TypeSH
Market value$12.1K
2.97%
Sole
0.00
Shared
0.00
None
133.90K
Mastercard, Inc.
SOLEShares21.34K
TypeSH
Market value$11.2K
2.76%
Sole
0.00
Shared
0.00
None
21.34K
Alphabet, Inc. - Class A
SOLEShares52.13K
TypeSH
Market value$9.9K
2.42%
Sole
0.00
Shared
0.00
None
52.13K
Tractor Supply Co
SOLEShares179.10K
TypeSH
Market value$9.5K
2.33%
Sole
0.00
Shared
0.00
None
179.10K
AbbVie Inc.
SOLEShares52.14K
TypeSH
Market value$9.3K
2.27%
Sole
0.00
Shared
0.00
None
52.14K
Berkshire Hathaway Inc. Class
SOLEShares19.62K
TypeSH
Market value$8.9K
2.18%
Sole
0.00
Shared
0.00
None
19.62K
J.P. Morgan Chase & Co.
SOLEShares36.91K
TypeSH
Market value$8.8K
2.17%
Sole
0.00
Shared
0.00
None
36.91K
Cisco Systems, Inc.
SOLEShares148.16K
TypeSH
Market value$8.8K
2.15%
Sole
0.00
Shared
0.00
None
148.16K
iShares Core S&P SmallCap ETF
SOLEShares73.77K
TypeSH
Market value$8.5K
2.09%
Sole
0.00
Shared
0.00
None
73.77K
Fastenal Co
SOLEShares107.66K
TypeSH
Market value$7.7K
1.90%
Sole
0.00
Shared
0.00
None
107.66K
Amazon.com, Inc.
SOLEShares34.96K
TypeSH
Market value$7.7K
1.88%
Sole
0.00
Shared
0.00
None
34.96K
Xylem Inc.
SOLEShares65.16K
TypeSH
Market value$7.6K
1.86%
Sole
0.00
Shared
0.00
None
65.16K
Procter & Gamble Co
SOLEShares44.51K
TypeSH
Market value$7.5K
1.83%
Sole
0.00
Shared
0.00
None
44.51K
McDonald's Corp
SOLEShares25.05K
TypeSH
Market value$7.3K
1.78%
Sole
0.00
Shared
0.00
None
25.05K
Abbott Laboratories
SOLEShares62.37K
TypeSH
Market value$7.1K
1.73%
Sole
0.00
Shared
0.00
None
62.37K
Bank of New York Mellon Corp.
SOLEShares91.61K
TypeSH
Market value$7.0K
1.73%
Sole
0.00
Shared
0.00
None
91.61K
General Mills Inc Com
SOLEShares107.39K
TypeSH
Market value$6.8K
1.68%
Sole
0.00
Shared
0.00
None
107.39K
Linde PLC
SOLEShares16.02K
TypeSH
Market value$6.7K
1.65%
Sole
0.00
Shared
0.00
None
16.02K
Accenture PLC
SOLEShares18.54K
TypeSH
Market value$6.5K
1.60%
Sole
0.00
Shared
0.00
None
18.54K
Snap-On Inc.
SOLEShares18.79K
TypeSH
Market value$6.4K
1.57%
Sole
0.00
Shared
0.00
None
18.79K
Merck & Co. Inc.
SOLEShares64.08K
TypeSH
Market value$6.4K
1.56%
Sole
0.00
Shared
0.00
None
64.08K
Labcorp Holdings
SOLEShares25.34K
TypeSH
Market value$5.8K
1.43%
Sole
0.00
Shared
0.00
None
25.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | COM | 32.30K | SH | $19.0K 4.67% | 0.00 | 0.00 | 32.30K |
Microsoft CorpSOLE | COM | 41.87K | SH | $17.6K 4.33% | 0.00 | 0.00 | 41.87K |
Apple Inc.SOLE | COM | 57.06K | SH | $14.3K 3.51% | 0.00 | 0.00 | 57.06K |
Wal-Mart StoresSOLE | COM | 133.90K | SH | $12.1K 2.97% | 0.00 | 0.00 | 133.90K |
Mastercard, Inc.SOLE | COM | 21.34K | SH | $11.2K 2.76% | 0.00 | 0.00 | 21.34K |
Alphabet, Inc. - Class ASOLE | COM | 52.13K | SH | $9.9K 2.42% | 0.00 | 0.00 | 52.13K |
Tractor Supply CoSOLE | COM | 179.10K | SH | $9.5K 2.33% | 0.00 | 0.00 | 179.10K |
AbbVie Inc.SOLE | COM | 52.14K | SH | $9.3K 2.27% | 0.00 | 0.00 | 52.14K |
Berkshire Hathaway Inc. ClassSOLE | COM | 19.62K | SH | $8.9K 2.18% | 0.00 | 0.00 | 19.62K |
J.P. Morgan Chase & Co.SOLE | COM | 36.91K | SH | $8.8K 2.17% | 0.00 | 0.00 | 36.91K |
Cisco Systems, Inc.SOLE | COM | 148.16K | SH | $8.8K 2.15% | 0.00 | 0.00 | 148.16K |
iShares Core S&P SmallCap ETFSOLE | COM | 73.77K | SH | $8.5K 2.09% | 0.00 | 0.00 | 73.77K |
Fastenal CoSOLE | COM | 107.66K | SH | $7.7K 1.90% | 0.00 | 0.00 | 107.66K |
Amazon.com, Inc.SOLE | COM | 34.96K | SH | $7.7K 1.88% | 0.00 | 0.00 | 34.96K |
Xylem Inc.SOLE | COM | 65.16K | SH | $7.6K 1.86% | 0.00 | 0.00 | 65.16K |
Procter & Gamble CoSOLE | COM | 44.51K | SH | $7.5K 1.83% | 0.00 | 0.00 | 44.51K |
McDonald's CorpSOLE | COM | 25.05K | SH | $7.3K 1.78% | 0.00 | 0.00 | 25.05K |
Abbott LaboratoriesSOLE | COM | 62.37K | SH | $7.1K 1.73% | 0.00 | 0.00 | 62.37K |
Bank of New York Mellon Corp.SOLE | COM | 91.61K | SH | $7.0K 1.73% | 0.00 | 0.00 | 91.61K |
General Mills Inc ComSOLE | COM | 107.39K | SH | $6.8K 1.68% | 0.00 | 0.00 | 107.39K |
Linde PLCSOLE | COM | 16.02K | SH | $6.7K 1.65% | 0.00 | 0.00 | 16.02K |
Accenture PLCSOLE | COM | 18.54K | SH | $6.5K 1.60% | 0.00 | 0.00 | 18.54K |
Snap-On Inc.SOLE | COM | 18.79K | SH | $6.4K 1.57% | 0.00 | 0.00 | 18.79K |
Merck & Co. Inc.SOLE | COM | 64.08K | SH | $6.4K 1.56% | 0.00 | 0.00 | 64.08K |
Labcorp HoldingsSOLE | COM | 25.34K | SH | $5.8K 1.43% | 0.00 | 0.00 | 25.34K |
Page 1 of 5
…