Filed: 2/11/2026ACC: 0001259261-26-000002
📋 What this filing means
BOSTON RESEARCH & MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $433.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$433.7K
Total AUM (reported)
3.32M
Total Shares
Allocation by class
COM$433.7K100.0%
Portfolio Concentration
Top 3$55.3K12.8%
4–10$78.4K18.1%
11–25$110.8K25.6%
Rest$189.2K43.6%
Top 3 weight
12.8%
Top 10 weight
30.8%
Voting Authority Distribution
Total shares with voting rights: 3.32M
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
3.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:
iShares Core S&P 500 ETF
SOLEShares31.83K
TypeSH
Market value$21.8K
5.03%
Sole
0.00
Shared
0.00
None
31.83K
Microsoft Corp
SOLEShares39.19K
TypeSH
Market value$18.9K
4.37%
Sole
0.00
Shared
0.00
None
39.19K
Apple Inc.
SOLEShares53.58K
TypeSH
Market value$14.6K
3.36%
Sole
0.00
Shared
0.00
None
53.58K
Alphabet, Inc. - Class A
SOLEShares45.65K
TypeSH
Market value$14.3K
3.29%
Sole
0.00
Shared
0.00
None
45.65K
Wal-Mart Stores
SOLEShares112.49K
TypeSH
Market value$12.5K
2.89%
Sole
0.00
Shared
0.00
None
112.49K
AbbVie Inc.
SOLEShares48.69K
TypeSH
Market value$11.1K
2.56%
Sole
0.00
Shared
0.00
None
48.69K
Mastercard, Inc.
SOLEShares19.11K
TypeSH
Market value$10.9K
2.52%
Sole
0.00
Shared
0.00
None
19.11K
J.P. Morgan Chase & Co.
SOLEShares33.05K
TypeSH
Market value$10.7K
2.46%
Sole
0.00
Shared
0.00
None
33.05K
Cisco Systems, Inc.
SOLEShares126.31K
TypeSH
Market value$9.7K
2.24%
Sole
0.00
Shared
0.00
None
126.31K
iShares Core S&P SmallCap ETF
SOLEShares76.02K
TypeSH
Market value$9.1K
2.11%
Sole
0.00
Shared
0.00
None
76.02K
Berkshire Hathaway Inc. Class
SOLEShares18.11K
TypeSH
Market value$9.1K
2.10%
Sole
0.00
Shared
0.00
None
18.11K
Tractor Supply Co
SOLEShares166.68K
TypeSH
Market value$8.3K
1.92%
Sole
0.00
Shared
0.00
None
166.68K
Fastenal Co
SOLEShares202.87K
TypeSH
Market value$8.1K
1.88%
Sole
0.00
Shared
0.00
None
202.87K
Xylem Inc.
SOLEShares57.65K
TypeSH
Market value$7.8K
1.81%
Sole
0.00
Shared
0.00
None
57.65K
Amazon.com Inc
SOLEShares33.54K
TypeSH
Market value$7.7K
1.78%
Sole
0.00
Shared
0.00
None
33.54K
Bank of New York Mellon Corp
SOLEShares64.82K
TypeSH
Market value$7.5K
1.74%
Sole
0.00
Shared
0.00
None
64.82K
McDonald's Corp
SOLEShares24.17K
TypeSH
Market value$7.4K
1.70%
Sole
0.00
Shared
0.00
None
24.17K
Nvidia
SOLEShares39.19K
TypeSH
Market value$7.3K
1.69%
Sole
0.00
Shared
0.00
None
39.19K
Abbott Laboratories
SOLEShares56.72K
TypeSH
Market value$7.1K
1.64%
Sole
0.00
Shared
0.00
None
56.72K
iShares Core MSCI Emerging Mkt
SOLEShares103.88K
TypeSH
Market value$7.0K
1.61%
Sole
0.00
Shared
0.00
None
103.88K
Merck & Co. Inc.
SOLEShares65.99K
TypeSH
Market value$6.9K
1.60%
Sole
0.00
Shared
0.00
None
65.99K
Exxon Mobil Corp.
SOLEShares57.04K
TypeSH
Market value$6.9K
1.58%
Sole
0.00
Shared
0.00
None
57.04K
Procter & Gamble Co
SOLEShares47.17K
TypeSH
Market value$6.8K
1.56%
Sole
0.00
Shared
0.00
None
47.17K
Linde PLC
SOLEShares15.33K
TypeSH
Market value$6.5K
1.51%
Sole
0.00
Shared
0.00
None
15.33K
Snap-On Inc.
SOLEShares18.12K
TypeSH
Market value$6.2K
1.44%
Sole
0.00
Shared
0.00
None
18.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | COM | 31.83K | SH | $21.8K 5.03% | 0.00 | 0.00 | 31.83K |
Microsoft CorpSOLE | COM | 39.19K | SH | $18.9K 4.37% | 0.00 | 0.00 | 39.19K |
Apple Inc.SOLE | COM | 53.58K | SH | $14.6K 3.36% | 0.00 | 0.00 | 53.58K |
Alphabet, Inc. - Class ASOLE | COM | 45.65K | SH | $14.3K 3.29% | 0.00 | 0.00 | 45.65K |
Wal-Mart StoresSOLE | COM | 112.49K | SH | $12.5K 2.89% | 0.00 | 0.00 | 112.49K |
AbbVie Inc.SOLE | COM | 48.69K | SH | $11.1K 2.56% | 0.00 | 0.00 | 48.69K |
Mastercard, Inc.SOLE | COM | 19.11K | SH | $10.9K 2.52% | 0.00 | 0.00 | 19.11K |
J.P. Morgan Chase & Co.SOLE | COM | 33.05K | SH | $10.7K 2.46% | 0.00 | 0.00 | 33.05K |
Cisco Systems, Inc.SOLE | COM | 126.31K | SH | $9.7K 2.24% | 0.00 | 0.00 | 126.31K |
iShares Core S&P SmallCap ETFSOLE | COM | 76.02K | SH | $9.1K 2.11% | 0.00 | 0.00 | 76.02K |
Berkshire Hathaway Inc. ClassSOLE | COM | 18.11K | SH | $9.1K 2.10% | 0.00 | 0.00 | 18.11K |
Tractor Supply CoSOLE | COM | 166.68K | SH | $8.3K 1.92% | 0.00 | 0.00 | 166.68K |
Fastenal CoSOLE | COM | 202.87K | SH | $8.1K 1.88% | 0.00 | 0.00 | 202.87K |
Xylem Inc.SOLE | COM | 57.65K | SH | $7.8K 1.81% | 0.00 | 0.00 | 57.65K |
Amazon.com IncSOLE | COM | 33.54K | SH | $7.7K 1.78% | 0.00 | 0.00 | 33.54K |
Bank of New York Mellon CorpSOLE | COM | 64.82K | SH | $7.5K 1.74% | 0.00 | 0.00 | 64.82K |
McDonald's CorpSOLE | COM | 24.17K | SH | $7.4K 1.70% | 0.00 | 0.00 | 24.17K |
NvidiaSOLE | COM | 39.19K | SH | $7.3K 1.69% | 0.00 | 0.00 | 39.19K |
Abbott LaboratoriesSOLE | COM | 56.72K | SH | $7.1K 1.64% | 0.00 | 0.00 | 56.72K |
iShares Core MSCI Emerging MktSOLE | COM | 103.88K | SH | $7.0K 1.61% | 0.00 | 0.00 | 103.88K |
Merck & Co. Inc.SOLE | COM | 65.99K | SH | $6.9K 1.60% | 0.00 | 0.00 | 65.99K |
Exxon Mobil Corp.SOLE | COM | 57.04K | SH | $6.9K 1.58% | 0.00 | 0.00 | 57.04K |
Procter & Gamble CoSOLE | COM | 47.17K | SH | $6.8K 1.56% | 0.00 | 0.00 | 47.17K |
Linde PLCSOLE | COM | 15.33K | SH | $6.5K 1.51% | 0.00 | 0.00 | 15.33K |
Snap-On Inc.SOLE | COM | 18.12K | SH | $6.2K 1.44% | 0.00 | 0.00 | 18.12K |
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