BOSTON RESEARCH & MANAGEMENT INC

PrivateCIK: 1259261
Location

MANCHESTER, MA

114
Positions
$421.0K
Total AUM (reported)
3.30M
Total Shares

Allocation by class

TOTAL AUM$421.0K114 positions
COM$421.0K100.0%

Portfolio Concentration

Top 311.0%4–1017.5%11–2526.7%Rest44.7%TOP 1028.5%0%100%
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

SOLE
COM
Shares29.07K
TypeSH
Market value$19.0K
4.51%
Sole
0.00
Shared
0.00
None
29.07K

Wal-Mart Stores

SOLE
COM
Shares110.12K
TypeSH
Market value$13.7K
3.25%
Sole
0.00
Shared
0.00
None
110.12K

Microsoft Corp

SOLE
COM
Shares36.86K
TypeSH
Market value$13.6K
3.24%
Sole
0.00
Shared
0.00
None
36.86K

Alphabet, Inc. - Class A

SOLE
COM
Shares44.12K
TypeSH
Market value$12.7K
3.01%
Sole
0.00
Shared
0.00
None
44.12K

Apple Inc.

SOLE
COM
Shares49.67K
TypeSH
Market value$12.6K
2.99%
Sole
0.00
Shared
0.00
None
49.67K

AbbVie Inc.

SOLE
COM
Shares48.35K
TypeSH
Market value$10.5K
2.50%
Sole
0.00
Shared
0.00
None
48.35K

Cisco Systems, Inc.

SOLE
COM
Shares125.53K
TypeSH
Market value$9.7K
2.31%
Sole
0.00
Shared
0.00
None
125.53K

J.P. Morgan Chase & Co.

SOLE
COM
Shares32.36K
TypeSH
Market value$9.5K
2.26%
Sole
0.00
Shared
0.00
None
32.36K

iShares Core S&P SmallCap ETF

SOLE
COM
Shares75.73K
TypeSH
Market value$9.4K
2.24%
Sole
0.00
Shared
0.00
None
75.73K

Fastenal Co

SOLE
COM
Shares201.37K
TypeSH
Market value$9.3K
2.22%
Sole
0.00
Shared
0.00
None
201.37K

Exxon Mobil Corp.

SOLE
COM
Shares53.19K
TypeSH
Market value$9.0K
2.14%
Sole
0.00
Shared
0.00
None
53.19K

Berkshire Hathaway Inc. Class

SOLE
COM
Shares17.67K
TypeSH
Market value$8.5K
2.01%
Sole
0.00
Shared
0.00
None
17.67K

Mastercard, Inc.

SOLE
COM
Shares16.75K
TypeSH
Market value$8.4K
1.99%
Sole
0.00
Shared
0.00
None
16.75K

Merck & Co. Inc.

SOLE
COM
Shares66.57K
TypeSH
Market value$8.0K
1.90%
Sole
0.00
Shared
0.00
None
66.57K

Linde PLC

SOLE
COM
Shares15.77K
TypeSH
Market value$7.8K
1.86%
Sole
0.00
Shared
0.00
None
15.77K

Tractor Supply Co

SOLE
COM
Shares169.47K
TypeSH
Market value$7.7K
1.82%
Sole
0.00
Shared
0.00
None
169.47K

Bank of New York Mellon Corp

SOLE
COM
Shares64.64K
TypeSH
Market value$7.7K
1.82%
Sole
0.00
Shared
0.00
None
64.64K

McDonald's Corp

SOLE
COM
Shares24.10K
TypeSH
Market value$7.5K
1.78%
Sole
0.00
Shared
0.00
None
24.10K

iShares Core MSCI Emerging Mkt

SOLE
COM
Shares103.31K
TypeSH
Market value$7.2K
1.71%
Sole
0.00
Shared
0.00
None
103.31K

Amazon.com Inc

SOLE
COM
Shares33.58K
TypeSH
Market value$7.0K
1.66%
Sole
0.00
Shared
0.00
None
33.58K

Nextera Energy Inc.

SOLE
COM
Shares73.98K
TypeSH
Market value$6.9K
1.63%
Sole
0.00
Shared
0.00
None
73.98K

Nvidia

SOLE
COM
Shares39.05K
TypeSH
Market value$6.8K
1.62%
Sole
0.00
Shared
0.00
None
39.05K

Procter & Gamble Co

SOLE
COM
Shares46.80K
TypeSH
Market value$6.8K
1.61%
Sole
0.00
Shared
0.00
None
46.80K

Lockheed Martin Corp

SOLE
COM
Shares11.16K
TypeSH
Market value$6.7K
1.60%
Sole
0.00
Shared
0.00
None
11.16K

Xylem Inc.

SOLE
COM
Shares56.13K
TypeSH
Market value$6.7K
1.59%
Sole
0.00
Shared
0.00
None
56.13K
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