Filed: 4/10/2026ACC: 0001259261-26-000004
📋 What this filing means
BOSTON RESEARCH & MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $421.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$421.0K
Total AUM (reported)
3.30M
Total Shares
Allocation by class
COM$421.0K100.0%
Portfolio Concentration
Top 3$46.3K11.0%
4–10$73.8K17.5%
11–25$112.6K26.7%
Rest$188.2K44.7%
Top 3 weight
11.0%
Top 10 weight
28.5%
Voting Authority Distribution
Total shares with voting rights: 3.30M
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
3.30M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings114
Rows:
iShares Core S&P 500 ETF
SOLEShares29.07K
TypeSH
Market value$19.0K
4.51%
Sole
0.00
Shared
0.00
None
29.07K
Wal-Mart Stores
SOLEShares110.12K
TypeSH
Market value$13.7K
3.25%
Sole
0.00
Shared
0.00
None
110.12K
Microsoft Corp
SOLEShares36.86K
TypeSH
Market value$13.6K
3.24%
Sole
0.00
Shared
0.00
None
36.86K
Alphabet, Inc. - Class A
SOLEShares44.12K
TypeSH
Market value$12.7K
3.01%
Sole
0.00
Shared
0.00
None
44.12K
Apple Inc.
SOLEShares49.67K
TypeSH
Market value$12.6K
2.99%
Sole
0.00
Shared
0.00
None
49.67K
AbbVie Inc.
SOLEShares48.35K
TypeSH
Market value$10.5K
2.50%
Sole
0.00
Shared
0.00
None
48.35K
Cisco Systems, Inc.
SOLEShares125.53K
TypeSH
Market value$9.7K
2.31%
Sole
0.00
Shared
0.00
None
125.53K
J.P. Morgan Chase & Co.
SOLEShares32.36K
TypeSH
Market value$9.5K
2.26%
Sole
0.00
Shared
0.00
None
32.36K
iShares Core S&P SmallCap ETF
SOLEShares75.73K
TypeSH
Market value$9.4K
2.24%
Sole
0.00
Shared
0.00
None
75.73K
Fastenal Co
SOLEShares201.37K
TypeSH
Market value$9.3K
2.22%
Sole
0.00
Shared
0.00
None
201.37K
Exxon Mobil Corp.
SOLEShares53.19K
TypeSH
Market value$9.0K
2.14%
Sole
0.00
Shared
0.00
None
53.19K
Berkshire Hathaway Inc. Class
SOLEShares17.67K
TypeSH
Market value$8.5K
2.01%
Sole
0.00
Shared
0.00
None
17.67K
Mastercard, Inc.
SOLEShares16.75K
TypeSH
Market value$8.4K
1.99%
Sole
0.00
Shared
0.00
None
16.75K
Merck & Co. Inc.
SOLEShares66.57K
TypeSH
Market value$8.0K
1.90%
Sole
0.00
Shared
0.00
None
66.57K
Linde PLC
SOLEShares15.77K
TypeSH
Market value$7.8K
1.86%
Sole
0.00
Shared
0.00
None
15.77K
Tractor Supply Co
SOLEShares169.47K
TypeSH
Market value$7.7K
1.82%
Sole
0.00
Shared
0.00
None
169.47K
Bank of New York Mellon Corp
SOLEShares64.64K
TypeSH
Market value$7.7K
1.82%
Sole
0.00
Shared
0.00
None
64.64K
McDonald's Corp
SOLEShares24.10K
TypeSH
Market value$7.5K
1.78%
Sole
0.00
Shared
0.00
None
24.10K
iShares Core MSCI Emerging Mkt
SOLEShares103.31K
TypeSH
Market value$7.2K
1.71%
Sole
0.00
Shared
0.00
None
103.31K
Amazon.com Inc
SOLEShares33.58K
TypeSH
Market value$7.0K
1.66%
Sole
0.00
Shared
0.00
None
33.58K
Nextera Energy Inc.
SOLEShares73.98K
TypeSH
Market value$6.9K
1.63%
Sole
0.00
Shared
0.00
None
73.98K
Nvidia
SOLEShares39.05K
TypeSH
Market value$6.8K
1.62%
Sole
0.00
Shared
0.00
None
39.05K
Procter & Gamble Co
SOLEShares46.80K
TypeSH
Market value$6.8K
1.61%
Sole
0.00
Shared
0.00
None
46.80K
Lockheed Martin Corp
SOLEShares11.16K
TypeSH
Market value$6.7K
1.60%
Sole
0.00
Shared
0.00
None
11.16K
Xylem Inc.
SOLEShares56.13K
TypeSH
Market value$6.7K
1.59%
Sole
0.00
Shared
0.00
None
56.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | COM | 29.07K | SH | $19.0K 4.51% | 0.00 | 0.00 | 29.07K |
Wal-Mart StoresSOLE | COM | 110.12K | SH | $13.7K 3.25% | 0.00 | 0.00 | 110.12K |
Microsoft CorpSOLE | COM | 36.86K | SH | $13.6K 3.24% | 0.00 | 0.00 | 36.86K |
Alphabet, Inc. - Class ASOLE | COM | 44.12K | SH | $12.7K 3.01% | 0.00 | 0.00 | 44.12K |
Apple Inc.SOLE | COM | 49.67K | SH | $12.6K 2.99% | 0.00 | 0.00 | 49.67K |
AbbVie Inc.SOLE | COM | 48.35K | SH | $10.5K 2.50% | 0.00 | 0.00 | 48.35K |
Cisco Systems, Inc.SOLE | COM | 125.53K | SH | $9.7K 2.31% | 0.00 | 0.00 | 125.53K |
J.P. Morgan Chase & Co.SOLE | COM | 32.36K | SH | $9.5K 2.26% | 0.00 | 0.00 | 32.36K |
iShares Core S&P SmallCap ETFSOLE | COM | 75.73K | SH | $9.4K 2.24% | 0.00 | 0.00 | 75.73K |
Fastenal CoSOLE | COM | 201.37K | SH | $9.3K 2.22% | 0.00 | 0.00 | 201.37K |
Exxon Mobil Corp.SOLE | COM | 53.19K | SH | $9.0K 2.14% | 0.00 | 0.00 | 53.19K |
Berkshire Hathaway Inc. ClassSOLE | COM | 17.67K | SH | $8.5K 2.01% | 0.00 | 0.00 | 17.67K |
Mastercard, Inc.SOLE | COM | 16.75K | SH | $8.4K 1.99% | 0.00 | 0.00 | 16.75K |
Merck & Co. Inc.SOLE | COM | 66.57K | SH | $8.0K 1.90% | 0.00 | 0.00 | 66.57K |
Linde PLCSOLE | COM | 15.77K | SH | $7.8K 1.86% | 0.00 | 0.00 | 15.77K |
Tractor Supply CoSOLE | COM | 169.47K | SH | $7.7K 1.82% | 0.00 | 0.00 | 169.47K |
Bank of New York Mellon CorpSOLE | COM | 64.64K | SH | $7.7K 1.82% | 0.00 | 0.00 | 64.64K |
McDonald's CorpSOLE | COM | 24.10K | SH | $7.5K 1.78% | 0.00 | 0.00 | 24.10K |
iShares Core MSCI Emerging MktSOLE | COM | 103.31K | SH | $7.2K 1.71% | 0.00 | 0.00 | 103.31K |
Amazon.com IncSOLE | COM | 33.58K | SH | $7.0K 1.66% | 0.00 | 0.00 | 33.58K |
Nextera Energy Inc.SOLE | COM | 73.98K | SH | $6.9K 1.63% | 0.00 | 0.00 | 73.98K |
NvidiaSOLE | COM | 39.05K | SH | $6.8K 1.62% | 0.00 | 0.00 | 39.05K |
Procter & Gamble CoSOLE | COM | 46.80K | SH | $6.8K 1.61% | 0.00 | 0.00 | 46.80K |
Lockheed Martin CorpSOLE | COM | 11.16K | SH | $6.7K 1.60% | 0.00 | 0.00 | 11.16K |
Xylem Inc.SOLE | COM | 56.13K | SH | $6.7K 1.59% | 0.00 | 0.00 | 56.13K |
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