Filed: 5/12/2025ACC: 0001259261-25-000005
📋 What this filing means
BOSTON RESEARCH & MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $402.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$402.7K
Total AUM (reported)
3.33M
Total Shares
Allocation by class
COM$402.7K100.0%
Portfolio Concentration
Top 3$45.4K11.3%
4–10$71.1K17.7%
11–25$107.0K26.6%
Rest$179.1K44.5%
Top 3 weight
11.3%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 3.33M
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
3.33M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings116
Rows:
iShares Core S&P 500 ETF
SOLEShares30.46K
TypeSH
Market value$17.1K
4.25%
Sole
0.00
Shared
0.00
None
30.46K
Microsoft Corp
SOLEShares41.96K
TypeSH
Market value$15.8K
3.91%
Sole
0.00
Shared
0.00
None
41.96K
Apple Inc.
SOLEShares56.55K
TypeSH
Market value$12.6K
3.12%
Sole
0.00
Shared
0.00
None
56.55K
Wal-Mart Stores
SOLEShares131.35K
TypeSH
Market value$11.5K
2.86%
Sole
0.00
Shared
0.00
None
131.35K
Mastercard, Inc.
SOLEShares20.82K
TypeSH
Market value$11.4K
2.83%
Sole
0.00
Shared
0.00
None
20.82K
AbbVie Inc.
SOLEShares50.86K
TypeSH
Market value$10.7K
2.65%
Sole
0.00
Shared
0.00
None
50.86K
Berkshire Hathaway Inc. Class
SOLEShares19.04K
TypeSH
Market value$10.1K
2.52%
Sole
0.00
Shared
0.00
None
19.04K
Tractor Supply Co
SOLEShares174.97K
TypeSH
Market value$9.6K
2.39%
Sole
0.00
Shared
0.00
None
174.97K
Cisco Systems, Inc.
SOLEShares145.88K
TypeSH
Market value$9.0K
2.24%
Sole
0.00
Shared
0.00
None
145.88K
J.P. Morgan Chase & Co.
SOLEShares35.63K
TypeSH
Market value$8.7K
2.17%
Sole
0.00
Shared
0.00
None
35.63K
Fastenal Co
SOLEShares106.68K
TypeSH
Market value$8.3K
2.05%
Sole
0.00
Shared
0.00
None
106.68K
Alphabet, Inc. - Class A
SOLEShares51.98K
TypeSH
Market value$8.0K
2.00%
Sole
0.00
Shared
0.00
None
51.98K
Abbott Laboratories
SOLEShares59.32K
TypeSH
Market value$7.9K
1.95%
Sole
0.00
Shared
0.00
None
59.32K
Xylem Inc.
SOLEShares64.82K
TypeSH
Market value$7.7K
1.92%
Sole
0.00
Shared
0.00
None
64.82K
iShares Core S&P SmallCap ETF
SOLEShares73.84K
TypeSH
Market value$7.7K
1.92%
Sole
0.00
Shared
0.00
None
73.84K
McDonald's Corp
SOLEShares24.68K
TypeSH
Market value$7.7K
1.91%
Sole
0.00
Shared
0.00
None
24.68K
Procter & Gamble Co
SOLEShares44.07K
TypeSH
Market value$7.5K
1.86%
Sole
0.00
Shared
0.00
None
44.07K
Bank of New York Mellon Corp.
SOLEShares88.54K
TypeSH
Market value$7.4K
1.84%
Sole
0.00
Shared
0.00
None
88.54K
Linde PLC
SOLEShares15.79K
TypeSH
Market value$7.4K
1.83%
Sole
0.00
Shared
0.00
None
15.79K
General Mills Inc Com
SOLEShares109.81K
TypeSH
Market value$6.6K
1.63%
Sole
0.00
Shared
0.00
None
109.81K
Amazon.com, Inc.
SOLEShares34.44K
TypeSH
Market value$6.6K
1.63%
Sole
0.00
Shared
0.00
None
34.44K
Exxon Mobil Corp.
SOLEShares53.41K
TypeSH
Market value$6.4K
1.58%
Sole
0.00
Shared
0.00
None
53.41K
Snap-On Inc.
SOLEShares18.46K
TypeSH
Market value$6.2K
1.54%
Sole
0.00
Shared
0.00
None
18.46K
Colgate-Palmolive Company
SOLEShares62.98K
TypeSH
Market value$5.9K
1.47%
Sole
0.00
Shared
0.00
None
62.98K
Accenture PLC
SOLEShares18.55K
TypeSH
Market value$5.8K
1.44%
Sole
0.00
Shared
0.00
None
18.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | COM | 30.46K | SH | $17.1K 4.25% | 0.00 | 0.00 | 30.46K |
Microsoft CorpSOLE | COM | 41.96K | SH | $15.8K 3.91% | 0.00 | 0.00 | 41.96K |
Apple Inc.SOLE | COM | 56.55K | SH | $12.6K 3.12% | 0.00 | 0.00 | 56.55K |
Wal-Mart StoresSOLE | COM | 131.35K | SH | $11.5K 2.86% | 0.00 | 0.00 | 131.35K |
Mastercard, Inc.SOLE | COM | 20.82K | SH | $11.4K 2.83% | 0.00 | 0.00 | 20.82K |
AbbVie Inc.SOLE | COM | 50.86K | SH | $10.7K 2.65% | 0.00 | 0.00 | 50.86K |
Berkshire Hathaway Inc. ClassSOLE | COM | 19.04K | SH | $10.1K 2.52% | 0.00 | 0.00 | 19.04K |
Tractor Supply CoSOLE | COM | 174.97K | SH | $9.6K 2.39% | 0.00 | 0.00 | 174.97K |
Cisco Systems, Inc.SOLE | COM | 145.88K | SH | $9.0K 2.24% | 0.00 | 0.00 | 145.88K |
J.P. Morgan Chase & Co.SOLE | COM | 35.63K | SH | $8.7K 2.17% | 0.00 | 0.00 | 35.63K |
Fastenal CoSOLE | COM | 106.68K | SH | $8.3K 2.05% | 0.00 | 0.00 | 106.68K |
Alphabet, Inc. - Class ASOLE | COM | 51.98K | SH | $8.0K 2.00% | 0.00 | 0.00 | 51.98K |
Abbott LaboratoriesSOLE | COM | 59.32K | SH | $7.9K 1.95% | 0.00 | 0.00 | 59.32K |
Xylem Inc.SOLE | COM | 64.82K | SH | $7.7K 1.92% | 0.00 | 0.00 | 64.82K |
iShares Core S&P SmallCap ETFSOLE | COM | 73.84K | SH | $7.7K 1.92% | 0.00 | 0.00 | 73.84K |
McDonald's CorpSOLE | COM | 24.68K | SH | $7.7K 1.91% | 0.00 | 0.00 | 24.68K |
Procter & Gamble CoSOLE | COM | 44.07K | SH | $7.5K 1.86% | 0.00 | 0.00 | 44.07K |
Bank of New York Mellon Corp.SOLE | COM | 88.54K | SH | $7.4K 1.84% | 0.00 | 0.00 | 88.54K |
Linde PLCSOLE | COM | 15.79K | SH | $7.4K 1.83% | 0.00 | 0.00 | 15.79K |
General Mills Inc ComSOLE | COM | 109.81K | SH | $6.6K 1.63% | 0.00 | 0.00 | 109.81K |
Amazon.com, Inc.SOLE | COM | 34.44K | SH | $6.6K 1.63% | 0.00 | 0.00 | 34.44K |
Exxon Mobil Corp.SOLE | COM | 53.41K | SH | $6.4K 1.58% | 0.00 | 0.00 | 53.41K |
Snap-On Inc.SOLE | COM | 18.46K | SH | $6.2K 1.54% | 0.00 | 0.00 | 18.46K |
Colgate-Palmolive CompanySOLE | COM | 62.98K | SH | $5.9K 1.47% | 0.00 | 0.00 | 62.98K |
Accenture PLCSOLE | COM | 18.55K | SH | $5.8K 1.44% | 0.00 | 0.00 | 18.55K |
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