Filed: 8/12/2025ACC: 0001259261-25-000007
📋 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 $418.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$418.4K
Total AUM (reported)
3.46M
Total Shares
Allocation by class
COM$418.4K100.0%
Portfolio Concentration
Top 3$51.6K12.3%
4–10$71.4K17.1%
11–25$110.8K26.5%
Rest$184.5K44.1%
Top 3 weight
12.3%
Top 10 weight
29.4%
Voting Authority Distribution
Total shares with voting rights: 3.46M
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
3.46M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings116
Rows:
Microsoft Corp
SOLEShares41.40K
TypeSH
Market value$20.6K
4.92%
Sole
0.00
Shared
0.00
None
41.40K
iShares Core S&P 500 ETF
SOLEShares29.62K
TypeSH
Market value$18.4K
4.40%
Sole
0.00
Shared
0.00
None
29.62K
Wal-Mart Stores
SOLEShares129.46K
TypeSH
Market value$12.7K
3.03%
Sole
0.00
Shared
0.00
None
129.46K
Apple Inc.
SOLEShares57.22K
TypeSH
Market value$11.7K
2.81%
Sole
0.00
Shared
0.00
None
57.22K
Mastercard, Inc.
SOLEShares20.42K
TypeSH
Market value$11.5K
2.74%
Sole
0.00
Shared
0.00
None
20.42K
J.P. Morgan Chase & Co.
SOLEShares35.09K
TypeSH
Market value$10.2K
2.43%
Sole
0.00
Shared
0.00
None
35.09K
Cisco Systems, Inc.
SOLEShares144.75K
TypeSH
Market value$10.0K
2.40%
Sole
0.00
Shared
0.00
None
144.75K
AbbVie Inc.
SOLEShares51.19K
TypeSH
Market value$9.5K
2.27%
Sole
0.00
Shared
0.00
None
51.19K
Tractor Supply Co
SOLEShares176.58K
TypeSH
Market value$9.3K
2.23%
Sole
0.00
Shared
0.00
None
176.58K
Berkshire Hathaway Inc. Class
SOLEShares18.90K
TypeSH
Market value$9.2K
2.19%
Sole
0.00
Shared
0.00
None
18.90K
Alphabet, Inc. - Class A
SOLEShares51.85K
TypeSH
Market value$9.1K
2.18%
Sole
0.00
Shared
0.00
None
51.85K
Fastenal Co
SOLEShares211.26K
TypeSH
Market value$8.9K
2.12%
Sole
0.00
Shared
0.00
None
211.26K
Xylem Inc.
SOLEShares64.69K
TypeSH
Market value$8.4K
2.00%
Sole
0.00
Shared
0.00
None
64.69K
iShares Core S&P SmallCap ETF
SOLEShares76.18K
TypeSH
Market value$8.3K
1.99%
Sole
0.00
Shared
0.00
None
76.18K
Abbott Laboratories
SOLEShares58.40K
TypeSH
Market value$7.9K
1.90%
Sole
0.00
Shared
0.00
None
58.40K
Bank of New York Mellon Corp
SOLEShares86.50K
TypeSH
Market value$7.9K
1.88%
Sole
0.00
Shared
0.00
None
86.50K
Amazon.com Inc
SOLEShares34.81K
TypeSH
Market value$7.6K
1.83%
Sole
0.00
Shared
0.00
None
34.81K
Linde PLC
SOLEShares15.86K
TypeSH
Market value$7.4K
1.78%
Sole
0.00
Shared
0.00
None
15.86K
McDonald's Corp
SOLEShares25.02K
TypeSH
Market value$7.3K
1.75%
Sole
0.00
Shared
0.00
None
25.02K
Procter & Gamble Co
SOLEShares44.84K
TypeSH
Market value$7.1K
1.71%
Sole
0.00
Shared
0.00
None
44.84K
iShares Core MSCI Emerging Mkt
SOLEShares107.01K
TypeSH
Market value$6.4K
1.54%
Sole
0.00
Shared
0.00
None
107.01K
Labcorp Holdings
SOLEShares24.16K
TypeSH
Market value$6.3K
1.52%
Sole
0.00
Shared
0.00
None
24.16K
Nvidia
SOLEShares39.24K
TypeSH
Market value$6.2K
1.48%
Sole
0.00
Shared
0.00
None
39.24K
Exxon Mobil Corp.
SOLEShares54.77K
TypeSH
Market value$5.9K
1.41%
Sole
0.00
Shared
0.00
None
54.77K
Snap-On Inc.
SOLEShares18.97K
TypeSH
Market value$5.9K
1.41%
Sole
0.00
Shared
0.00
None
18.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 41.40K | SH | $20.6K 4.92% | 0.00 | 0.00 | 41.40K |
iShares Core S&P 500 ETFSOLE | COM | 29.62K | SH | $18.4K 4.40% | 0.00 | 0.00 | 29.62K |
Wal-Mart StoresSOLE | COM | 129.46K | SH | $12.7K 3.03% | 0.00 | 0.00 | 129.46K |
Apple Inc.SOLE | COM | 57.22K | SH | $11.7K 2.81% | 0.00 | 0.00 | 57.22K |
Mastercard, Inc.SOLE | COM | 20.42K | SH | $11.5K 2.74% | 0.00 | 0.00 | 20.42K |
J.P. Morgan Chase & Co.SOLE | COM | 35.09K | SH | $10.2K 2.43% | 0.00 | 0.00 | 35.09K |
Cisco Systems, Inc.SOLE | COM | 144.75K | SH | $10.0K 2.40% | 0.00 | 0.00 | 144.75K |
AbbVie Inc.SOLE | COM | 51.19K | SH | $9.5K 2.27% | 0.00 | 0.00 | 51.19K |
Tractor Supply CoSOLE | COM | 176.58K | SH | $9.3K 2.23% | 0.00 | 0.00 | 176.58K |
Berkshire Hathaway Inc. ClassSOLE | COM | 18.90K | SH | $9.2K 2.19% | 0.00 | 0.00 | 18.90K |
Alphabet, Inc. - Class ASOLE | COM | 51.85K | SH | $9.1K 2.18% | 0.00 | 0.00 | 51.85K |
Fastenal CoSOLE | COM | 211.26K | SH | $8.9K 2.12% | 0.00 | 0.00 | 211.26K |
Xylem Inc.SOLE | COM | 64.69K | SH | $8.4K 2.00% | 0.00 | 0.00 | 64.69K |
iShares Core S&P SmallCap ETFSOLE | COM | 76.18K | SH | $8.3K 1.99% | 0.00 | 0.00 | 76.18K |
Abbott LaboratoriesSOLE | COM | 58.40K | SH | $7.9K 1.90% | 0.00 | 0.00 | 58.40K |
Bank of New York Mellon CorpSOLE | COM | 86.50K | SH | $7.9K 1.88% | 0.00 | 0.00 | 86.50K |
Amazon.com IncSOLE | COM | 34.81K | SH | $7.6K 1.83% | 0.00 | 0.00 | 34.81K |
Linde PLCSOLE | COM | 15.86K | SH | $7.4K 1.78% | 0.00 | 0.00 | 15.86K |
McDonald's CorpSOLE | COM | 25.02K | SH | $7.3K 1.75% | 0.00 | 0.00 | 25.02K |
Procter & Gamble CoSOLE | COM | 44.84K | SH | $7.1K 1.71% | 0.00 | 0.00 | 44.84K |
iShares Core MSCI Emerging MktSOLE | COM | 107.01K | SH | $6.4K 1.54% | 0.00 | 0.00 | 107.01K |
Labcorp HoldingsSOLE | COM | 24.16K | SH | $6.3K 1.52% | 0.00 | 0.00 | 24.16K |
NvidiaSOLE | COM | 39.24K | SH | $6.2K 1.48% | 0.00 | 0.00 | 39.24K |
Exxon Mobil Corp.SOLE | COM | 54.77K | SH | $5.9K 1.41% | 0.00 | 0.00 | 54.77K |
Snap-On Inc.SOLE | COM | 18.97K | SH | $5.9K 1.41% | 0.00 | 0.00 | 18.97K |
Page 1 of 5
…