Filed: 11/12/2025ACC: 0001259261-25-000012
📋 What this filing means
BOSTON RESEARCH & MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $453.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$453.4K
Total AUM (reported)
3.49M
Total Shares
Allocation by class
COM$453.4K100.0%
Portfolio Concentration
Top 3$56.0K12.4%
4–10$80.2K17.7%
11–25$121.0K26.7%
Rest$196.1K43.2%
Top 3 weight
12.4%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 3.49M
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
3.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole119
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings119
Rows:
Microsoft Corp
SOLEShares41.55K
TypeSH
Market value$21.5K
4.75%
Sole
0.00
Shared
0.00
None
41.55K
iShares Core S&P 500 ETF
SOLEShares29.42K
TypeSH
Market value$19.7K
4.34%
Sole
0.00
Shared
0.00
None
29.42K
Apple Inc.
SOLEShares58.14K
TypeSH
Market value$14.8K
3.27%
Sole
0.00
Shared
0.00
None
58.14K
Wal-Mart Stores
SOLEShares128.92K
TypeSH
Market value$13.3K
2.93%
Sole
0.00
Shared
0.00
None
128.92K
Alphabet, Inc. - Class A
SOLEShares50.83K
TypeSH
Market value$12.4K
2.73%
Sole
0.00
Shared
0.00
None
50.83K
AbbVie Inc.
SOLEShares51.14K
TypeSH
Market value$11.8K
2.61%
Sole
0.00
Shared
0.00
None
51.14K
Mastercard, Inc.
SOLEShares20.43K
TypeSH
Market value$11.6K
2.56%
Sole
0.00
Shared
0.00
None
20.43K
J.P. Morgan Chase & Co.
SOLEShares34.53K
TypeSH
Market value$10.9K
2.40%
Sole
0.00
Shared
0.00
None
34.53K
Fastenal Co
SOLEShares209.72K
TypeSH
Market value$10.3K
2.27%
Sole
0.00
Shared
0.00
None
209.72K
Tractor Supply Co
SOLEShares174.99K
TypeSH
Market value$10.0K
2.19%
Sole
0.00
Shared
0.00
None
174.99K
Cisco Systems, Inc.
SOLEShares144.70K
TypeSH
Market value$9.9K
2.18%
Sole
0.00
Shared
0.00
None
144.70K
Berkshire Hathaway Inc. Class
SOLEShares19.01K
TypeSH
Market value$9.6K
2.11%
Sole
0.00
Shared
0.00
None
19.01K
Xylem Inc.
SOLEShares64.67K
TypeSH
Market value$9.5K
2.10%
Sole
0.00
Shared
0.00
None
64.67K
Bank of New York Mellon Corp
SOLEShares84.26K
TypeSH
Market value$9.2K
2.03%
Sole
0.00
Shared
0.00
None
84.26K
iShares Core S&P SmallCap ETF
SOLEShares76.13K
TypeSH
Market value$9.0K
2.00%
Sole
0.00
Shared
0.00
None
76.13K
Abbott Laboratories
SOLEShares59.34K
TypeSH
Market value$7.9K
1.75%
Sole
0.00
Shared
0.00
None
59.34K
Amazon.com Inc
SOLEShares35.77K
TypeSH
Market value$7.9K
1.73%
Sole
0.00
Shared
0.00
None
35.77K
McDonald's Corp
SOLEShares25.02K
TypeSH
Market value$7.6K
1.68%
Sole
0.00
Shared
0.00
None
25.02K
Procter & Gamble Co
SOLEShares49.43K
TypeSH
Market value$7.6K
1.67%
Sole
0.00
Shared
0.00
None
49.43K
Linde PLC
SOLEShares15.94K
TypeSH
Market value$7.6K
1.67%
Sole
0.00
Shared
0.00
None
15.94K
Nvidia
SOLEShares40.35K
TypeSH
Market value$7.5K
1.66%
Sole
0.00
Shared
0.00
None
40.35K
D.R. Horton, Inc.
SOLEShares42.39K
TypeSH
Market value$7.2K
1.58%
Sole
0.00
Shared
0.00
None
42.39K
iShares Core MSCI Emerging Mkt
SOLEShares106.99K
TypeSH
Market value$7.1K
1.56%
Sole
0.00
Shared
0.00
None
106.99K
Labcorp Holdings
SOLEShares24.14K
TypeSH
Market value$6.9K
1.53%
Sole
0.00
Shared
0.00
None
24.14K
Snap-On Inc.
SOLEShares18.94K
TypeSH
Market value$6.6K
1.45%
Sole
0.00
Shared
0.00
None
18.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 41.55K | SH | $21.5K 4.75% | 0.00 | 0.00 | 41.55K |
iShares Core S&P 500 ETFSOLE | COM | 29.42K | SH | $19.7K 4.34% | 0.00 | 0.00 | 29.42K |
Apple Inc.SOLE | COM | 58.14K | SH | $14.8K 3.27% | 0.00 | 0.00 | 58.14K |
Wal-Mart StoresSOLE | COM | 128.92K | SH | $13.3K 2.93% | 0.00 | 0.00 | 128.92K |
Alphabet, Inc. - Class ASOLE | COM | 50.83K | SH | $12.4K 2.73% | 0.00 | 0.00 | 50.83K |
AbbVie Inc.SOLE | COM | 51.14K | SH | $11.8K 2.61% | 0.00 | 0.00 | 51.14K |
Mastercard, Inc.SOLE | COM | 20.43K | SH | $11.6K 2.56% | 0.00 | 0.00 | 20.43K |
J.P. Morgan Chase & Co.SOLE | COM | 34.53K | SH | $10.9K 2.40% | 0.00 | 0.00 | 34.53K |
Fastenal CoSOLE | COM | 209.72K | SH | $10.3K 2.27% | 0.00 | 0.00 | 209.72K |
Tractor Supply CoSOLE | COM | 174.99K | SH | $10.0K 2.19% | 0.00 | 0.00 | 174.99K |
Cisco Systems, Inc.SOLE | COM | 144.70K | SH | $9.9K 2.18% | 0.00 | 0.00 | 144.70K |
Berkshire Hathaway Inc. ClassSOLE | COM | 19.01K | SH | $9.6K 2.11% | 0.00 | 0.00 | 19.01K |
Xylem Inc.SOLE | COM | 64.67K | SH | $9.5K 2.10% | 0.00 | 0.00 | 64.67K |
Bank of New York Mellon CorpSOLE | COM | 84.26K | SH | $9.2K 2.03% | 0.00 | 0.00 | 84.26K |
iShares Core S&P SmallCap ETFSOLE | COM | 76.13K | SH | $9.0K 2.00% | 0.00 | 0.00 | 76.13K |
Abbott LaboratoriesSOLE | COM | 59.34K | SH | $7.9K 1.75% | 0.00 | 0.00 | 59.34K |
Amazon.com IncSOLE | COM | 35.77K | SH | $7.9K 1.73% | 0.00 | 0.00 | 35.77K |
McDonald's CorpSOLE | COM | 25.02K | SH | $7.6K 1.68% | 0.00 | 0.00 | 25.02K |
Procter & Gamble CoSOLE | COM | 49.43K | SH | $7.6K 1.67% | 0.00 | 0.00 | 49.43K |
Linde PLCSOLE | COM | 15.94K | SH | $7.6K 1.67% | 0.00 | 0.00 | 15.94K |
NvidiaSOLE | COM | 40.35K | SH | $7.5K 1.66% | 0.00 | 0.00 | 40.35K |
D.R. Horton, Inc.SOLE | COM | 42.39K | SH | $7.2K 1.58% | 0.00 | 0.00 | 42.39K |
iShares Core MSCI Emerging MktSOLE | COM | 106.99K | SH | $7.1K 1.56% | 0.00 | 0.00 | 106.99K |
Labcorp HoldingsSOLE | COM | 24.14K | SH | $6.9K 1.53% | 0.00 | 0.00 | 24.14K |
Snap-On Inc.SOLE | COM | 18.94K | SH | $6.6K 1.45% | 0.00 | 0.00 | 18.94K |
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