BOSTON RESEARCH & MANAGEMENT INC

MANCHESTER, MA · CIK 1259261 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyManchester, MA

$452.6m reported value -46.7% vs Q1 2026

121positions

29.9%in top 10

6 new 1 added 114 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	28,863	$21.6m4.78%	4.78%	Reduced -29.3k	-29,270 -50.4%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	43,406	$15.5m3.43%	3.43%	Reduced -44.8k	-44,826 -50.8%
3	CISCO SYS INC COM CSCO	CSCO	123,742	$14.5m3.21%	3.21%	Reduced -127.3k	-127,311 -50.7%
4	APPLE INC COM AAPL	AAPL	49,123	$14.2m3.14%	3.14%	Reduced -50.2k	-50,225 -50.5%
5	MICROSOFT CORP COM MSFT	MSFT	36,953	$13.8m3.05%	3.05%	Reduced -36.8k	-36,767 -49.9%
6	WALMART INC COM WMT	WMT	107,734	$12.2m2.70%	2.70%	Reduced -112.5k	-112,514 -51.1%
7	ABBVIE INC COM ABBV	ABBV	48,129	$12.1m2.68%	2.68%	Reduced -48.6k	-48,577 -50.2%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	75,300	$11.2m2.47%	2.47%	Reduced -76.2k	-76,154 -50.3%
9	JPMORGAN CHASE & CO COM JPM	JPM	32,195	$10.5m2.33%	2.33%	Reduced -32.5k	-32,532 -50.3%
10	FASTENAL CO COM FAST	FAST	199,875	$9.6m2.12%	2.12%	Reduced -202.9k	-202,865 -50.4%
11	BANK NEW YORK MELLON CORP COM BNY	BNY	63,884	$9.2m2.04%	2.04%	Reduced -65.4k	-65,394 -50.6%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	17,366	$8.7m1.92%	1.92%	Reduced -18.0k	-17,978 -50.9%
13	MASTERCARD INCORPORATED CL A MA	MA	16,607	$8.5m1.88%	1.88%	Reduced -16.9k	-16,898 -50.4%
14	MERCK & CO INC COM MRK	MRK	65,845	$8.5m1.87%	1.87%	Reduced -67.3k	-67,299 -50.5%
15	ISHARES INC CORE MSCI EMKT IEMG	IEMG	100,742	$8.3m1.84%	1.84%	Reduced -105.9k	-105,869 -51.2%
16	LINDE PLC SHS LIN	LIN	15,624	$8.1m1.79%	1.79%	Reduced -15.9k	-15,912 -50.5%
17	AMAZON COM INC COM AMZN	AMZN	33,369	$8.0m1.76%	1.76%	Reduced -33.8k	-33,799 -50.3%
18	NVIDIA CORPORATION COM NVDA	NVDA	38,473	$7.7m1.70%	1.70%	Reduced -39.6k	-39,617 -50.7%
19	EXXON MOBIL CORP COM XOM	XOM	52,945	$7.2m1.60%	1.60%	Reduced -53.4k	-53,425 -50.2%
20	SNAP ON INC COM SNA	SNA	17,731	$7.1m1.58%	1.58%	Reduced -18.2k	-18,177 -50.6%
21	PROCTER AND GAMBLE CO COM PG	PG	46,908	$6.9m1.52%	1.52%	Reduced -46.7k	-46,686 -49.9%
22	XYLEM INC COM XYL	XYL	57,009	$6.7m1.49%	1.49%	Reduced -55.2k	-55,245 -49.2%
23	ISHARES TR CORE MSCI EAFE IEFA	IEFA	68,567	$6.6m1.46%	1.46%	Reduced -70.5k	-70,537 -50.7%
24	D R HORTON INC COM DHI	DHI	40,067	$6.5m1.44%	1.44%	Reduced -40.5k	-40,513 -50.3%
25	LABCORP HOLDINGS INC COM SHS LH	LH	23,271	$6.5m1.44%	1.44%	Reduced -23.3k	-23,346 -50.1%
26	MCDONALDS CORP COM MCD	MCD	24,010	$6.5m1.43%	1.43%	Reduced -24.2k	-24,195 -50.2%
27	NEXTERA ENERGY INC COM NEE	NEE	73,786	$6.5m1.43%	1.43%	Reduced -74.2k	-74,166 -50.1%
28	COCA COLA CO COM KO	KO	73,647	$6.0m1.32%	1.32%	Reduced -74.6k	-74,567 -50.3%
29	ELI LILLY & CO COM LLY	LLY	4,833	$5.8m1.28%	1.28%	Reduced -4.8k	-4,833 -50.0%
30	DUKE ENERGY CORP NEW COM NEW DUK	DUK	45,624	$5.8m1.28%	1.28%	Reduced -45.8k	-45,800 -50.1%
31	SYSCO CORP COM SYY	SYY	68,451	$5.7m1.26%	1.26%	Reduced -66.8k	-66,820 -49.4%
32	LOCKHEED MARTIN CORP COM LMT	LMT	11,177	$5.7m1.26%	1.26%	Reduced -11.1k	-11,145 -49.9%
33	US BANCORP DEL COM NEW USB	USB	93,913	$5.7m1.25%	1.25%	Reduced -96.2k	-96,203 -50.6%
34	COLGATE PALMOLIVE CO COM CL	CL	60,464	$5.5m1.22%	1.22%	Reduced -60.9k	-60,874 -50.2%
35	ALBEMARLE CORP 7.25% DEP SHS A ALB 7.25 03.01.27	ALB 7.25 03.01.27	99,820	$5.5m1.22%	1.22%	Reduced -1.0k	-1,000 -1.0%
36	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	10,974	$5.5m1.22%	1.22%	Reduced -10.7k	-10,654 -49.3%
37	ISHARES TR RUSSELL 2000 ETF IWM	IWM	18,027	$5.4m1.20%	1.20%	Reduced -19.0k	-18,967 -51.3%
38	ABBOTT LABS COM ABT	ABT	59,474	$5.4m1.19%	1.19%	Reduced -59.9k	-59,879 -50.2%
39	TRACTOR SUPPLY CO COM TSCO	TSCO	169,260	$5.4m1.18%	1.18%	Reduced -169.7k	-169,690 -50.1%
40	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,971	$5.2m1.15%	1.15%	Reduced -7.0k	-7,041 -50.2%
41	LOWES COS INC COM LOW	LOW	22,745	$5.0m1.11%	1.11%	Added +20.8k	+20,785 1060.5%
42	PEPSICO INC COM PEP	PEP	34,145	$4.6m1.02%	1.02%	Reduced -33.4k	-33,354 -49.4%
43	VERIZON COMMUNICATIONS INC COM VZ	VZ	108,377	$4.6m1.01%	1.01%	Reduced -107.6k	-107,610 -49.8%
44	DISNEY WALT CO COM DIS	DIS	47,627	$4.6m1.01%	1.01%	Reduced -49.1k	-49,127 -50.8%
45	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	12,380	$4.6m1.01%	1.01%	Reduced -12.4k	-12,380 -50.0%
46	UNITED PARCEL SERVICE INC CL B UPS	UPS	42,352	$4.6m1.01%	1.01%	Reduced -42.5k	-42,522 -50.1%
47	CONOCOPHILLIPS COM COP	COP	41,367	$4.3m0.95%	0.95%	Reduced -41.8k	-41,753 -50.2%
48	EQUINIX INC COM EQIX	EQIX	4,068	$4.2m0.94%	0.94%	Reduced -4.1k	-4,144 -50.5%
49	MEDTRONIC PLC SHS MDT	MDT	51,201	$4.0m0.88%	0.88%	Reduced -49.9k	-49,892 -49.4%
50	SELECT SECTOR SPDR TR ENERGY XLE	XLE	74,398	$4.0m0.87%	0.87%	Reduced -75.1k	-75,067 -50.2%
51	ISHARES TR CORE S&P MCP ETF IJH	IJH	49,967	$3.9m0.85%	0.85%	Reduced -51.0k	-51,019 -50.5%
52	GENERAL MLS INC COM GIS	GIS	104,150	$3.6m0.80%	0.80%	Reduced -111.6k	-111,594 -51.7%
53	CATERPILLAR INC COM CAT	CAT	3,382	$3.6m0.80%	0.80%	Reduced -3.6k	-3,622 -51.7%
54	ISHARES GOLD TR ISHARES NEW IAU	IAU	46,825	$3.5m0.78%	0.78%	Reduced -46.8k	-46,824 -50.0%
55	CINTAS CORP COM CTAS	CTAS	20,270	$3.4m0.76%	0.76%	Reduced -20.3k	-20,270 -50.0%
56	OMNICOM GROUP INC COM OMC	OMC	46,043	$3.4m0.74%	0.74%	Reduced -48.1k	-48,053 -51.1%
57	HOME DEPOT INC COM HD	HD	8,805	$3.1m0.69%	0.69%	Reduced -8.8k	-8,805 -50.0%
58	COMCAST CORP NEW CL A CMCSA	CMCSA	125,131	$3.1m0.68%	0.68%	Reduced -120.8k	-120,821 -49.1%
59	ADOBE INC COM ADBE	ADBE	13,584	$2.8m0.62%	0.62%	Reduced -13.9k	-13,873 -50.5%
60	ISHARES TR IBOXX HI YD ETF HYG	HYG	31,823	$2.5m0.56%	0.56%	Reduced -32.4k	-32,428 -50.5%
61	VANGUARD INDEX FDS SMALL CP ETF VB	VB	8,343	$2.5m0.56%	0.56%	Reduced -8.4k	-8,377 -50.1%
62	JOHNSON & JOHNSON COM JNJ	JNJ	9,613	$2.4m0.54%	0.54%	Reduced -9.6k	-9,613 -50.0%
63	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	17,609	$2.2m0.48%	0.48%	Reduced -17.8k	-17,783 -50.2%
64	ALPHABET INC CAP STK CL C GOOG	GOOG	4,912	$1.7m0.38%	0.38%	Reduced -5.2k	-5,172 -51.3%
65	INDEPENDENT BK CORP MASS COM INDB	INDB	17,011	$1.4m0.31%	0.31%	Reduced -17.0k	-17,011 -50.0%
66	ORACLE CORP COM ORCL	ORCL	9,639	$1.4m0.31%	0.31%	Reduced -9.9k	-9,859 -50.6%
67	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	19,498	$1.4m0.31%	0.31%	Reduced -19.5k	-19,498 -50.0%
68	STRYKER CORPORATION COM SYK	SYK	4,354	$1.4m0.30%	0.30%	Reduced -4.4k	-4,354 -50.0%
69	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	15,681	$1.3m0.29%	0.29%	Reduced -15.7k	-15,681 -50.0%
70	CHEVRON CORP NEW COM CVX	CVX	7,720	$1.3m0.28%	0.28%	Reduced -7.7k	-7,720 -50.0%
71	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	4,705	$1.0m0.22%	0.22%	Reduced -4.6k	-4,590 -49.4%
72	ISHARES TR PFD AND INCM SEC PFF	PFF	31,100	$948.2k0.21%	0.21%	Reduced -32.0k	-31,964 -50.7%
73	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,260	$916.9k0.20%	0.20%	Reduced -3.3k	-3,260 -50.0%
74	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,627	$849.9k0.19%	0.19%	Reduced -1.6k	-1,627 -50.0%
75	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	13,964	$833.5k0.18%	0.18%	Reduced -14.0k	-13,964 -50.0%
76	PAYCHEX INC COM PAYX	PAYX	7,555	$742.9k0.16%	0.16%	Reduced -7.6k	-7,555 -50.0%
77	EMERSON ELEC CO COM EMR	EMR	5,100	$730.1k0.16%	0.16%	Reduced -5.1k	-5,100 -50.0%
78	ILLINOIS TOOL WKS INC COM ITW	ITW	2,580	$697.8k0.15%	0.15%	Reduced -2.6k	-2,580 -50.0%
79	WASTE MGMT INC DEL COM WM	WM	3,090	$688.7k0.15%	0.15%	Reduced -3.1k	-3,090 -50.0%
80	3M CO COM MMM	MMM	4,086	$661.6k0.15%	0.15%	Reduced -4.1k	-4,086 -50.0%
81	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	847	$623.5k0.14%	0.14%	Reduced -882	-882 -51.0%
82	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	11,696	$602.5k0.13%	0.13%	Reduced -12.8k	-12,784 -52.2%
83	APPLIED MATLS INC COM AMAT	AMAT	795	$574.8k0.13%	0.13%	Reduced -795	-795 -50.0%
84	QUALCOMM INC COM QCOM	QCOM	3,020	$558.1k0.12%	0.12%	Reduced -3.0k	-3,020 -50.0%
85	TESLA INC COM TSLA	TSLA	1,265	$532.1k0.12%	0.12%	Reduced -1.3k	-1,265 -50.0%
86	ISHARES TR GLOBAL TECH ETF IXN	IXN	3,600	$520.1k0.11%	0.11%	Reduced -3.6k	-3,600 -50.0%
87	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	7,061	$490.7k0.11%	0.11%	Reduced -6.9k	-6,941 -49.6%
88	ISHARES TR CORE US AGGBD ET AGG	AGG	4,628	$458.1k0.10%	0.10%	Reduced -4.9k	-4,939 -51.6%
89	SOUTHERN CO COM SO	SO	4,710	$450.8k0.10%	0.10%	Reduced -4.7k	-4,710 -50.0%
90	PPG INDS INC COM PPG	PPG	3,700	$448.8k0.10%	0.10%	Reduced -3.7k	-3,700 -50.0%
91	AMGEN INC COM AMGN	AMGN	1,237	$447.9k0.10%	0.10%	Reduced -1.2k	-1,237 -50.0%
92	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,620	$436.7k0.10%	0.10%	Reduced -2.6k	-2,620 -50.0%
93	NUCOR CORP COM NUE	NUE	1,936	$431.2k0.10%	0.10%	Reduced -1.9k	-1,936 -50.0%
94	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	6,660	$383.8k0.08%	0.08%	Reduced -6.7k	-6,660 -50.0%
95	INTEL CORP COM INTC	INTC	2,700	$377.0k0.08%	0.08%	New
96	DANAHER CORPORATION COM DHR	DHR	1,918	$365.3k0.08%	0.08%	Reduced -1.9k	-1,918 -50.0%
97	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,630	$365.0k0.08%	0.08%	Reduced -1.6k	-1,630 -50.0%
98	GE AEROSPACE COM NEW GE	GE	965	$360.6k0.08%	0.08%	Reduced -965	-965 -50.0%
99	MASCO CORP COM MAS	MAS	4,000	$325.5k0.07%	0.07%	Reduced -4.0k	-4,000 -50.0%
100	KIMBERLY-CLARK CORP COM KMB	KMB	2,955	$324.4k0.07%	0.07%	Reduced -3.0k	-2,955 -50.0%