Q2 2025 · 13F-HR
BOSTON RESEARCH & MANAGEMENT INCholdings as filed
Filed 2025-08-12 · accession 0001259261-25-000007
$418,373
Reported value
116
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | Microsoft Corp | $20,593 | 4.92% | 41,401 | Common | NONE |
| 464287200 | IVV | iShares Core S&P 500 ETF | $18,393 | 4.40% | 29,623 | Common | NONE |
| 931142103 | WMT | Wal-Mart Stores | $12,658 | 3.03% | 129,461 | Common | NONE |
| 037833100 | AAPL | Apple Inc. | $11,739 | 2.81% | 57,218 | Common | NONE |
| 57636q104 | — | Mastercard, Inc. | $11,475 | 2.74% | 20,421 | Common | NONE |
| 46625h100 | — | J.P. Morgan Chase & Co. | $10,172 | 2.43% | 35,088 | Common | NONE |
| 17275r102 | — | Cisco Systems, Inc. | $10,042 | 2.40% | 144,750 | Common | NONE |
| 00287y109 | — | AbbVie Inc. | $9,501 | 2.27% | 51,188 | Common | NONE |
| 892356106 | TSCO | Tractor Supply Co | $9,318 | 2.23% | 176,580 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. Class | $9,181 | 2.19% | 18,900 | Common | NONE |
| 02079k305 | — | Alphabet, Inc. - Class A | $9,137 | 2.18% | 51,850 | Common | NONE |
| 311900104 | FAST | Fastenal Co | $8,873 | 2.12% | 211,265 | Common | NONE |
| 98419m100 | — | Xylem Inc. | $8,368 | 2.00% | 64,689 | Common | NONE |
| 464287804 | IJR | iShares Core S&P SmallCap ETF | $8,326 | 1.99% | 76,184 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $7,942 | 1.90% | 58,395 | Common | NONE |
| 064058100 | BK | Bank of New York Mellon Corp | $7,881 | 1.88% | 86,501 | Common | NONE |
| 023135106 | AMZN | Amazon.com Inc | $7,636 | 1.83% | 34,808 | Common | NONE |
| g54950103 | — | Linde PLC | $7,439 | 1.78% | 15,856 | Common | NONE |
| 580135101 | MCD | McDonald's Corp | $7,309 | 1.75% | 25,017 | Common | NONE |
| 742718109 | PG | Procter & Gamble Co | $7,144 | 1.71% | 44,845 | Common | NONE |
| 46434g103 | — | iShares Core MSCI Emerging Mkt | $6,423 | 1.54% | 107,008 | Common | NONE |
| 504922105 | LH | Labcorp Holdings | $6,342 | 1.52% | 24,161 | Common | NONE |
| 67066G104 | NVDA | Nvidia | $6,200 | 1.48% | 39,245 | Common | NONE |
| 30231g102 | — | Exxon Mobil Corp. | $5,904 | 1.41% | 54,774 | Common | NONE |
| 833034101 | SNA | Snap-On Inc. | $5,902 | 1.41% | 18,967 | Common | NONE |
| 46432f842 | — | iShares Core MSCI EAFE ETF | $5,889 | 1.41% | 70,546 | Common | NONE |
| 370334104 | GIS | General Mills Inc Com | $5,879 | 1.41% | 113,486 | Common | NONE |
| 254687106 | DIS | Walt Disney Co | $5,763 | 1.38% | 46,480 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Company | $5,721 | 1.37% | 62,940 | Common | NONE |
| G1151C101 | ACN | Accenture PLC | $5,695 | 1.36% | 19,056 | Common | NONE |
| 23331a109 | — | D.R. Horton, Inc. | $5,471 | 1.31% | 42,439 | Common | NONE |
| 26441c204 | — | Duke Energy Corp. | $5,387 | 1.29% | 45,655 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $5,358 | 1.28% | 75,735 | Common | NONE |
| 65339F101 | NEE | Nextera Energy Inc. | $5,339 | 1.28% | 76,923 | Common | NONE |
| 58933Y105 | MRK | Merck & Co. Inc. | $5,332 | 1.27% | 67,359 | Common | NONE |
| 539830109 | LMT | Lockheed Martin Corp | $5,328 | 1.27% | 11,504 | Common | NONE |
| 871829107 | SYY | Sysco Corp | $5,165 | 1.23% | 68,205 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp Cl A Vtg | $4,890 | 1.17% | 137,015 | Common | NONE |
| 713448108 | PEP | Pepsi Co Inc | $4,812 | 1.15% | 36,450 | Common | NONE |
| 92343v104 | — | Verizon Communications | $4,671 | 1.12% | 107,961 | Common | NONE |
| 00724f101 | — | Adobe Inc | $4,594 | 1.10% | 11,876 | Common | NONE |
| 464287655 | IWM | iShares Russell 2000 Index Fun | $4,526 | 1.08% | 20,975 | Common | NONE |
| 172908105 | CTAS | Cintas Corporation | $4,517 | 1.08% | 20,270 | Common | NONE |
| 883556102 | TMO | Thermo Fisher Scientific | $4,441 | 1.06% | 10,954 | Common | NONE |
| 902973304 | USB | US Bancorp | $4,436 | 1.06% | 98,039 | Common | NONE |
| G5960L103 | MDT | Medtronic Plc | $4,401 | 1.05% | 50,497 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $4,383 | 1.05% | 7,095 | Common | NONE |
| 911312106 | UPS | United Parcel Services | $4,304 | 1.03% | 42,645 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ET | $3,762 | 0.90% | 12,380 | Common | NONE |
| 81369y506 | — | AMEX Energy Sector SPDR | $3,729 | 0.89% | 43,980 | Common | NONE |
| 681919106 | OMC | Omnicom Group Inc Com | $3,615 | 0.86% | 50,261 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $3,549 | 0.85% | 39,552 | Common | NONE |
| 532457108 | LLY | Eli Lilly & Co | $3,264 | 0.78% | 4,188 | Common | NONE |
| 437076102 | HD | Home Depot, Inc. | $3,228 | 0.77% | 8,805 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Midcap ETF | $3,115 | 0.74% | 50,235 | Common | NONE |
| 464285204 | IAU | iShares Comex Gold Trust | $3,109 | 0.74% | 49,863 | Common | NONE |
| 464288513 | HYG | iShares iBoxx High Yield Corp | $2,563 | 0.61% | 31,783 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap ETF | $2,368 | 0.57% | 9,993 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp. | $2,164 | 0.52% | 9,899 | Common | NONE |
| 863667101 | SYK | Stryker Corp | $1,722 | 0.41% | 4,354 | Common | NONE |
| 02079k107 | — | Alphabet, Inc. - Class C | $1,706 | 0.41% | 9,621 | Common | NONE |
| 92189F726 | BBH | VanEck Vectors Biotech ETF | $1,657 | 0.40% | 10,812 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $1,475 | 0.35% | 9,661 | Common | NONE |
| 464287556 | IBB | iShares Nasdaq Biotechnology I | $1,450 | 0.35% | 11,465 | Common | NONE |
| 149123101 | CAT | Caterpillar | $1,375 | 0.33% | 3,542 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $1,219 | 0.29% | 8,520 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World Ex-US | $1,214 | 0.29% | 18,069 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets ETF | $1,152 | 0.28% | 20,216 | Common | NONE |
| 704326107 | PAYX | Paychex, Inc. | $1,098 | 0.26% | 7,555 | Common | NONE |
| 78467X109 | DIA | SPDR DJIA ETF Trust | $1,062 | 0.25% | 2,412 | Common | NONE |
| 459200101 | IBM | Intl Business Machines Corp | $947 | 0.23% | 3,213 | Common | NONE |
| 92189h409 | — | VaneckVectors HY Muni ETF | $840 | 0.20% | 16,730 | Common | NONE |
| 94106l109 | — | Waste Management, Inc. | $707 | 0.17% | 3,090 | Common | NONE |
| 922042858 | VWO | Vanguard Emerging Markets ETF | $698 | 0.17% | 14,126 | Common | NONE |
| 291011104 | EMR | Emerson Electric Co | $679 | 0.16% | 5,100 | Common | NONE |
| 88579Y101 | MMM | 3M Co | $668 | 0.16% | 4,394 | Common | NONE |
| 988498101 | YUM | Yum! Brands Inc. | $640 | 0.15% | 4,320 | Common | NONE |
| 452308109 | ITW | Illinois Tool Works | $637 | 0.15% | 2,580 | Common | NONE |
| 369604301 | GE | GE Aerospace | $610 | 0.15% | 2,373 | Common | NONE |
| 571748102 | MRSH | Marsh & McLennan Companies, In | $572 | 0.14% | 2,620 | Common | NONE |
| 46137V357 | RSP | Invesco S&P 500 Equal Weight | $561 | 0.13% | 3,091 | Common | NONE |
| 053015103 | ADP | Automatic Data Processing, Inc | $502 | 0.12% | 1,630 | Common | NONE |
| 747525103 | QCOM | Qualcomm, Inc. | $480 | 0.11% | 3,020 | Common | NONE |
| 464287226 | AGG | iShares Core Total US Bond Mar | $466 | 0.11% | 4,705 | Common | NONE |
| 46090e103 | — | Invesco QQQ Trust Series 1 | $465 | 0.11% | 844 | Common | NONE |
| 464288687 | PFF | iShares US Preferred Stock | $462 | 0.11% | 15,060 | Common | NONE |
| 842587107 | SO | Southern Co | $432 | 0.10% | 4,710 | Common | NONE |
| 464289867 | AOR | iShares S&P Growth Allocation | $423 | 0.10% | 6,886 | Common | NONE |
| 693506107 | PPG | PPG Industries | $420 | 0.10% | 3,700 | Common | NONE |
| 88160r101 | — | Tesla Inc. | $401 | 0.10% | 1,265 | Common | NONE |
| 494368103 | KMB | Kimberly-Clark Corp | $390 | 0.09% | 3,030 | Common | NONE |
| 235851102 | DHR | Danaher Corp. | $378 | 0.09% | 1,918 | Common | NONE |
| 717081103 | PFE | Pfizer Inc. | $364 | 0.09% | 15,027 | Common | NONE |
| 031162100 | AMGN | Amgen Inc. | $345 | 0.08% | 1,237 | Common | NONE |
| 464287291 | IXN | iShares S&P Global Tech Sector | $332 | 0.08% | 3,600 | Common | NONE |
| 101121101 | BXP | Boston Properties, Inc. | $327 | 0.08% | 4,850 | Common | NONE |
| 36828a101 | — | GE Vernova Inc | $317 | 0.08% | 600 | Common | NONE |
| 110122108 | BMY | Bristol-Myers Squibb Company | $308 | 0.07% | 6,660 | Common | NONE |
| 372460105 | GPC | Genuine Parts | $289 | 0.07% | 2,390 | Common | NONE |
| 22160K105 | COST | Costco Whsl Corp New Com | $287 | 0.07% | 290 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth In | $273 | 0.07% | 643 | Common | NONE |
| 097023105 | BA | Boeing Co | $272 | 0.07% | 1,300 | Common | NONE |
| 464287622 | IWB | iShares Russell 1000 Index Fun | $260 | 0.06% | 768 | Common | NONE |
| 574599106 | MAS | Masco Corp | $257 | 0.06% | 4,000 | Common | NONE |
| 025816109 | AXP | American Express Co | $255 | 0.06% | 800 | Common | NONE |
| 670346105 | NUE | Nucor Corporation | $250 | 0.06% | 1,936 | Common | NONE |
| 75513e101 | — | RTX Corporation | $238 | 0.06% | 1,635 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group Inc | $230 | 0.05% | 740 | Common | NONE |
| 369550108 | GD | General Dynamics Corporation | $224 | 0.05% | 770 | Common | NONE |
| 981811102 | WOR | Worthington Enterprises, Inc. | $222 | 0.05% | 3,500 | Common | NONE |
| 882508104 | TXN | Texas Instruments | $220 | 0.05% | 1,060 | Common | NONE |
| 548661107 | LOW | Lowe's Companies | $217 | 0.05% | 980 | Common | NONE |
| 38141G104 | GS | Goldman Sachs Group Com | $212 | 0.05% | 300 | Common | NONE |
| 40434l105 | — | HP Inc. | $212 | 0.05% | 8,680 | Common | NONE |
| 00846u101 | — | Agilent Technologies, Inc. | $204 | 0.05% | 1,737 | Common | NONE |
| 292102100 | ESBA | Empire St Realty | $84 | 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.