Q1 2025 · 13F-HR
BOSTON RESEARCH & MANAGEMENT INCholdings as filed
Filed 2025-05-12 · accession 0001259261-25-000005
$402,695
Reported value
116
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | iShares Core S&P 500 ETF | $17,115 | 4.25% | 30,459 | Common | NONE |
| 594918104 | MSFT | Microsoft Corp | $15,751 | 3.91% | 41,961 | Common | NONE |
| 037833100 | AAPL | Apple Inc. | $12,560 | 3.12% | 56,546 | Common | NONE |
| 931142103 | WMT | Wal-Mart Stores | $11,531 | 2.86% | 131,354 | Common | NONE |
| 57636q104 | — | Mastercard, Inc. | $11,410 | 2.83% | 20,817 | Common | NONE |
| 00287y109 | — | AbbVie Inc. | $10,655 | 2.65% | 50,858 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. Class | $10,141 | 2.52% | 19,041 | Common | NONE |
| 892356106 | TSCO | Tractor Supply Co | $9,640 | 2.39% | 174,970 | Common | NONE |
| 17275r102 | — | Cisco Systems, Inc. | $9,002 | 2.24% | 145,883 | Common | NONE |
| 46625h100 | — | J.P. Morgan Chase & Co. | $8,740 | 2.17% | 35,630 | Common | NONE |
| 311900104 | FAST | Fastenal Co | $8,272 | 2.05% | 106,677 | Common | NONE |
| 02079k305 | — | Alphabet, Inc. - Class A | $8,038 | 2.00% | 51,979 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $7,868 | 1.95% | 59,316 | Common | NONE |
| 98419m100 | — | Xylem Inc. | $7,743 | 1.92% | 64,817 | Common | NONE |
| 464287804 | IJR | iShares Core S&P SmallCap ETF | $7,721 | 1.92% | 73,844 | Common | NONE |
| 580135101 | MCD | McDonald's Corp | $7,710 | 1.91% | 24,684 | Common | NONE |
| 742718109 | PG | Procter & Gamble Co | $7,510 | 1.86% | 44,072 | Common | NONE |
| 064058100 | BK | Bank of New York Mellon Corp. | $7,425 | 1.84% | 88,537 | Common | NONE |
| g54950103 | — | Linde PLC | $7,353 | 1.83% | 15,792 | Common | NONE |
| 370334104 | GIS | General Mills Inc Com | $6,565 | 1.63% | 109,806 | Common | NONE |
| 023135106 | AMZN | Amazon.com, Inc. | $6,552 | 1.63% | 34,439 | Common | NONE |
| 30231g102 | — | Exxon Mobil Corp. | $6,352 | 1.58% | 53,412 | Common | NONE |
| 833034101 | SNA | Snap-On Inc. | $6,221 | 1.54% | 18,461 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Company | $5,901 | 1.47% | 62,981 | Common | NONE |
| G1151C101 | ACN | Accenture PLC | $5,789 | 1.44% | 18,555 | Common | NONE |
| 46434g103 | — | iShares Core MSCI Emerging Mkt | $5,693 | 1.41% | 105,487 | Common | NONE |
| 504922105 | LH | Labcorp Holdings | $5,670 | 1.41% | 24,365 | Common | NONE |
| 58933Y105 | MRK | Merck & Co. Inc. | $5,644 | 1.40% | 62,886 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $5,513 | 1.37% | 76,977 | Common | NONE |
| 26441c204 | — | Duke Energy Corp. | $5,430 | 1.35% | 44,527 | Common | NONE |
| 65339F101 | NEE | Nextera Energy Inc. | $5,301 | 1.32% | 74,778 | Common | NONE |
| 713448108 | PEP | Pepsi Co Inc | $5,258 | 1.31% | 35,067 | Common | NONE |
| 46432f842 | — | iShares Core MSCI EAFE ETF | $5,213 | 1.29% | 68,922 | Common | NONE |
| 23331a109 | — | D.R. Horton, Inc. | $5,087 | 1.26% | 40,018 | Common | NONE |
| 539830109 | LMT | Lockheed Martin Corp | $4,965 | 1.23% | 11,116 | Common | NONE |
| 871829107 | SYY | Sysco Corp | $4,931 | 1.22% | 65,724 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp Cl A Vtg | $4,891 | 1.21% | 132,574 | Common | NONE |
| 92343v104 | — | Verizon Communications | $4,701 | 1.17% | 103,655 | Common | NONE |
| 883556102 | TMO | Thermo Fisher Scientific | $4,635 | 1.15% | 9,315 | Common | NONE |
| 254687106 | DIS | Walt Disney Co. | $4,602 | 1.14% | 46,635 | Common | NONE |
| 81369y506 | — | AMEX Energy Sector SPDR | $4,510 | 1.12% | 48,271 | Common | NONE |
| 00724f101 | — | Adobe Systems, Inc. | $4,491 | 1.12% | 11,711 | Common | NONE |
| 911312106 | UPS | United Parcel Services | $4,365 | 1.08% | 39,692 | Common | NONE |
| G5960L103 | MDT | Medtronic Plc | $4,358 | 1.08% | 48,501 | Common | NONE |
| 67066G104 | NVDA | Nvidia | $4,239 | 1.05% | 39,120 | Common | NONE |
| 464287655 | IWM | iShares Russell 2000 Index Fun | $4,190 | 1.04% | 21,008 | Common | NONE |
| 172908105 | CTAS | Cintas Corporation | $4,166 | 1.03% | 20,270 | Common | NONE |
| 681919106 | OMC | Omnicom Group Inc Com | $4,139 | 1.03% | 49,926 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $3,968 | 0.99% | 7,094 | Common | NONE |
| 902973304 | USB | US Bancorp | $3,930 | 0.98% | 93,093 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $3,520 | 0.87% | 33,518 | Common | NONE |
| 532457108 | LLY | Eli Lilly & Co | $3,458 | 0.86% | 4,188 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ET | $3,402 | 0.84% | 12,380 | Common | NONE |
| 437076102 | HD | Home Depot, Inc. | $3,226 | 0.80% | 8,805 | Common | NONE |
| 464285204 | IAU | iShares Comex Gold Trust | $2,956 | 0.73% | 50,143 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Midcap ETF | $2,847 | 0.71% | 48,799 | Common | NONE |
| 464288513 | HYG | iShares iBoxx High Yield Corp | $2,545 | 0.63% | 32,269 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap ETF | $2,259 | 0.56% | 10,191 | Common | NONE |
| 92189F726 | BBH | VanEck Vectors Biotech ETF | $1,779 | 0.44% | 11,311 | Common | NONE |
| 863667101 | SYK | Stryker Corp | $1,620 | 0.40% | 4,354 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $1,602 | 0.40% | 9,661 | Common | NONE |
| 464287556 | IBB | iShares Nasdaq Biotechnology I | $1,525 | 0.38% | 11,927 | Common | NONE |
| 02079k107 | — | Alphabet, Inc. - Class C | $1,507 | 0.37% | 9,650 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $1,440 | 0.36% | 8,608 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp. | $1,419 | 0.35% | 10,154 | Common | NONE |
| 78467X109 | DIA | SPDR DJIA ETF Trust | $1,413 | 0.35% | 3,367 | Common | NONE |
| 149123101 | CAT | Caterpillar | $1,168 | 0.29% | 3,542 | Common | NONE |
| 704326107 | PAYX | Paychex, Inc. | $1,165 | 0.29% | 7,555 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World Ex-US | $1,156 | 0.29% | 19,063 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets ETF | $1,067 | 0.26% | 20,994 | Common | NONE |
| 92189h409 | — | VaneckVectors HY Muni ETF | $918 | 0.23% | 17,938 | Common | NONE |
| 459200101 | IBM | Intl Business Machines Corp | $799 | 0.20% | 3,213 | Common | NONE |
| 94106l109 | — | Waste Management, Inc. | $715 | 0.18% | 3,090 | Common | NONE |
| 922042858 | VWO | Vanguard Emerging Markets ETF | $681 | 0.17% | 15,048 | Common | NONE |
| 988498101 | YUM | Yum! Brands Inc. | $679 | 0.17% | 4,320 | Common | NONE |
| 88579Y101 | MMM | 3M Co | $645 | 0.16% | 4,394 | Common | NONE |
| 571748102 | MRSH | Marsh & McLennan Companies, In | $639 | 0.16% | 2,620 | Common | NONE |
| 452308109 | ITW | Illinois Tool Works | $639 | 0.16% | 2,580 | Common | NONE |
| 291011104 | EMR | Emerson Electric Co | $559 | 0.14% | 5,100 | Common | NONE |
| 053015103 | ADP | Automatic Data Processing, Inc | $523 | 0.13% | 1,715 | Common | NONE |
| 464289867 | AOR | iShares S&P Growth Allocation | $489 | 0.12% | 8,509 | Common | NONE |
| 369604301 | GE | GE Aerospace | $482 | 0.12% | 2,413 | Common | NONE |
| 464288687 | PFF | iShares US Preferred Stock | $481 | 0.12% | 15,665 | Common | NONE |
| 46137V357 | RSP | Invesco S&P 500 Equal Weight | $475 | 0.12% | 2,745 | Common | NONE |
| 747525103 | QCOM | Qualcomm, Inc. | $463 | 0.11% | 3,020 | Common | NONE |
| 842587107 | SO | Southern Co | $433 | 0.11% | 4,710 | Common | NONE |
| 464287226 | AGG | iShares Core Total US Bond Mar | $432 | 0.11% | 4,368 | Common | NONE |
| 494368103 | KMB | Kimberly-Clark Corp | $430 | 0.11% | 3,030 | Common | NONE |
| 110122108 | BMY | Bristol-Myers Squibb Company | $406 | 0.10% | 6,660 | Common | NONE |
| 693506107 | PPG | PPG Industries | $404 | 0.10% | 3,700 | Common | NONE |
| 235851102 | DHR | Danaher Corp. | $393 | 0.10% | 1,918 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group Inc | $387 | 0.10% | 740 | Common | NONE |
| 031162100 | AMGN | Amgen Inc. | $385 | 0.10% | 1,237 | Common | NONE |
| 717081103 | PFE | Pfizer Inc. | $380 | 0.09% | 15,027 | Common | NONE |
| 46090e103 | — | Invesco QQQ Trust Series 1 | $368 | 0.09% | 785 | Common | NONE |
| 88160r101 | — | Tesla Inc. | $327 | 0.08% | 1,265 | Common | NONE |
| 101121101 | BXP | Boston Properties, Inc. | $325 | 0.08% | 4,850 | Common | NONE |
| 372460105 | GPC | Genuine Parts | $284 | 0.07% | 2,390 | Common | NONE |
| 574599106 | MAS | Masco Corp | $278 | 0.07% | 4,000 | Common | NONE |
| 22160K105 | COST | Costco Whsl Corp New Com | $274 | 0.07% | 290 | Common | NONE |
| 464287291 | IXN | iShares S&P Global Tech Sector | $272 | 0.07% | 3,600 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth In | $260 | 0.06% | 722 | Common | NONE |
| 40434l105 | — | HP Inc. | $240 | 0.06% | 8,680 | Common | NONE |
| 464287622 | IWB | iShares Russell 1000 Index Fun | $235 | 0.06% | 768 | Common | NONE |
| 670346105 | NUE | Nucor Corporation | $232 | 0.06% | 1,936 | Common | NONE |
| 548661107 | LOW | Lowe's Companies | $228 | 0.06% | 980 | Common | NONE |
| 98850p109 | — | Yum China Holding Inc. | $224 | 0.06% | 4,320 | Common | NONE |
| 097023105 | BA | Boeing Co | $221 | 0.05% | 1,300 | Common | NONE |
| 75513e101 | — | Raytheon Technologies Corp | $221 | 0.05% | 1,670 | Common | NONE |
| 025816109 | AXP | American Express Co | $215 | 0.05% | 800 | Common | NONE |
| 00846u101 | — | Agilent Technologies, Inc. | $215 | 0.05% | 1,841 | Common | NONE |
| 001055102 | AFL | Aflac, Inc. | $209 | 0.05% | 1,880 | Common | NONE |
| 369550108 | GD | General Dynamics Corporation | $209 | 0.05% | 770 | Common | NONE |
| 92939u106 | — | Wisconsin Energy Group Inc. | $207 | 0.05% | 1,902 | Common | NONE |
| 189054109 | CLX | Clorox Company | $202 | 0.05% | 1,375 | Common | NONE |
| 292102100 | ESBA | Empire St Realty | $83 | 0.02% | 10,754 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.