Q3 2025 · 13F-HR
BOSTON RESEARCH & MANAGEMENT INCholdings as filed
Filed 2025-11-12 · accession 0001259261-25-000012
$453,374
Reported value
119
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | Microsoft Corp | $21,519 | 4.75% | 41,547 | Common | NONE |
| 464287200 | IVV | iShares Core S&P 500 ETF | $19,694 | 4.34% | 29,424 | Common | NONE |
| 037833100 | AAPL | Apple Inc. | $14,803 | 3.27% | 58,139 | Common | NONE |
| 931142103 | WMT | Wal-Mart Stores | $13,286 | 2.93% | 128,921 | Common | NONE |
| 02079k305 | — | Alphabet, Inc. - Class A | $12,356 | 2.73% | 50,830 | Common | NONE |
| 00287y109 | — | AbbVie Inc. | $11,840 | 2.61% | 51,138 | Common | NONE |
| 57636q104 | — | Mastercard, Inc. | $11,619 | 2.56% | 20,426 | Common | NONE |
| 46625h100 | — | J.P. Morgan Chase & Co. | $10,893 | 2.40% | 34,534 | Common | NONE |
| 311900104 | FAST | Fastenal Co | $10,284 | 2.27% | 209,717 | Common | NONE |
| 892356106 | TSCO | Tractor Supply Co | $9,951 | 2.19% | 174,985 | Common | NONE |
| 17275r102 | — | Cisco Systems, Inc. | $9,900 | 2.18% | 144,704 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. Class | $9,555 | 2.11% | 19,006 | Common | NONE |
| 98419m100 | — | Xylem Inc. | $9,539 | 2.10% | 64,674 | Common | NONE |
| 064058100 | BK | Bank of New York Mellon Corp | $9,181 | 2.03% | 84,262 | Common | NONE |
| 464287804 | IJR | iShares Core S&P SmallCap ETF | $9,046 | 2.00% | 76,126 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $7,947 | 1.75% | 59,337 | Common | NONE |
| 023135106 | AMZN | Amazon.com Inc | $7,854 | 1.73% | 35,772 | Common | NONE |
| 580135101 | MCD | McDonald's Corp | $7,603 | 1.68% | 25,019 | Common | NONE |
| 742718109 | PG | Procter & Gamble Co | $7,594 | 1.67% | 49,426 | Common | NONE |
| g54950103 | — | Linde PLC | $7,572 | 1.67% | 15,942 | Common | NONE |
| 67066G104 | NVDA | Nvidia | $7,528 | 1.66% | 40,349 | Common | NONE |
| 23331a109 | — | D.R. Horton, Inc. | $7,184 | 1.58% | 42,392 | Common | NONE |
| 46434g103 | — | iShares Core MSCI Emerging Mkt | $7,052 | 1.56% | 106,989 | Common | NONE |
| 504922105 | LH | Labcorp Holdings | $6,930 | 1.53% | 24,141 | Common | NONE |
| 833034101 | SNA | Snap-On Inc. | $6,563 | 1.45% | 18,942 | Common | NONE |
| 30231g102 | — | Exxon Mobil Corp. | $6,338 | 1.40% | 56,221 | Common | NONE |
| 46432f842 | — | iShares Core MSCI EAFE ETF | $6,162 | 1.36% | 70,577 | Common | NONE |
| 539830109 | LMT | Lockheed Martin Corp | $5,836 | 1.29% | 11,692 | Common | NONE |
| 370334104 | GIS | General Mills Inc Com | $5,816 | 1.28% | 115,357 | Common | NONE |
| 65339F101 | NEE | Nextera Energy Inc. | $5,814 | 1.28% | 77,021 | Common | NONE |
| 58933Y105 | MRK | Merck & Co. Inc. | $5,674 | 1.25% | 67,615 | Common | NONE |
| 871829107 | SYY | Sysco Corp | $5,659 | 1.25% | 68,737 | Common | NONE |
| 26441c204 | — | Duke Energy Corp. | $5,635 | 1.24% | 45,537 | Common | NONE |
| 254687106 | DIS | Walt Disney Co | $5,422 | 1.20% | 47,360 | Common | NONE |
| 883556102 | TMO | Thermo Fisher Scientific | $5,321 | 1.17% | 10,971 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $5,155 | 1.14% | 77,743 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Company | $5,110 | 1.13% | 63,926 | Common | NONE |
| 464287655 | IWM | iShares Russell 2000 Index Fun | $5,075 | 1.12% | 20,975 | Common | NONE |
| 713448108 | PEP | Pepsi Co Inc | $5,053 | 1.11% | 35,981 | Common | NONE |
| G1151C101 | ACN | Accenture PLC | $4,896 | 1.08% | 19,854 | Common | NONE |
| G5960L103 | MDT | Medtronic Plc | $4,836 | 1.07% | 50,778 | Common | NONE |
| 902973304 | USB | US Bancorp | $4,776 | 1.05% | 98,833 | Common | NONE |
| 92343v104 | — | Verizon Communications | $4,775 | 1.05% | 108,650 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $4,694 | 1.04% | 7,046 | Common | NONE |
| 00724f101 | — | Adobe Inc | $4,468 | 0.99% | 12,668 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp Cl A Vtg | $4,394 | 0.97% | 139,866 | Common | NONE |
| 172908105 | CTAS | Cintas Corporation | $4,160 | 0.92% | 20,270 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ET | $4,062 | 0.90% | 12,380 | Common | NONE |
| 681919106 | OMC | Omnicom Group Inc Com | $4,048 | 0.89% | 49,661 | Common | NONE |
| 81369y506 | — | AMEX Energy Sector SPDR | $3,814 | 0.84% | 42,696 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $3,799 | 0.84% | 40,173 | Common | NONE |
| 911312106 | UPS | United Parcel Services | $3,753 | 0.83% | 44,936 | Common | NONE |
| 464285204 | IAU | iShares Comex Gold Trust | $3,630 | 0.80% | 49,894 | Common | NONE |
| 437076102 | HD | Home Depot, Inc. | $3,567 | 0.79% | 8,805 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Midcap ETF | $3,330 | 0.73% | 51,027 | Common | NONE |
| 532457108 | LLY | Eli Lilly & Co | $3,195 | 0.70% | 4,188 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp. | $2,760 | 0.61% | 9,814 | Common | NONE |
| 29444u700 | — | Equinix Inc | $2,664 | 0.59% | 3,402 | Common | NONE |
| 464288513 | HYG | iShares iBoxx High Yield Corp | $2,579 | 0.57% | 31,776 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap ETF | $2,541 | 0.56% | 9,993 | Common | NONE |
| 02079k107 | — | Alphabet, Inc. - Class C | $2,341 | 0.52% | 9,615 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $1,782 | 0.39% | 9,613 | Common | NONE |
| 92189F726 | BBH | VanEck Vectors Biotech ETF | $1,730 | 0.38% | 10,446 | Common | NONE |
| 149123101 | CAT | Caterpillar | $1,690 | 0.37% | 3,542 | Common | NONE |
| 863667101 | SYK | Stryker Corp | $1,609 | 0.35% | 4,354 | Common | NONE |
| 464287556 | IBB | iShares Nasdaq Biotechnology I | $1,584 | 0.35% | 10,978 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $1,323 | 0.29% | 8,520 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World Ex-US | $1,211 | 0.27% | 16,981 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets ETF | $1,211 | 0.27% | 20,216 | Common | NONE |
| 453836108 | INDB | Independent Bank Corp Mass Com | $1,176 | 0.26% | 17,011 | Common | NONE |
| 78467X109 | DIA | SPDR DJIA ETF Trust | $1,118 | 0.25% | 2,412 | Common | NONE |
| 704326107 | PAYX | Paychex, Inc. | $957 | 0.21% | 7,555 | Common | NONE |
| 459200101 | IBM | Intl Business Machines Corp | $919 | 0.20% | 3,260 | Common | NONE |
| 922042858 | VWO | Vanguard Emerging Markets ETF | $765 | 0.17% | 14,126 | Common | NONE |
| 369604301 | GE | GE Aerospace | $713 | 0.16% | 2,373 | Common | NONE |
| 92189h409 | — | VaneckVectors HY Muni ETF | $688 | 0.15% | 13,518 | Common | NONE |
| 94106l109 | — | Waste Management, Inc. | $682 | 0.15% | 3,090 | Common | NONE |
| 88579Y101 | MMM | 3M Co | $681 | 0.15% | 4,394 | Common | NONE |
| 452308109 | ITW | Illinois Tool Works | $672 | 0.15% | 2,580 | Common | NONE |
| 291011104 | EMR | Emerson Electric Co | $669 | 0.15% | 5,100 | Common | NONE |
| 988498101 | YUM | Yum! Brands Inc. | $656 | 0.14% | 4,320 | Common | NONE |
| 46137V357 | RSP | Invesco S&P 500 Equal Weight | $604 | 0.13% | 3,185 | Common | NONE |
| 88160r101 | — | Tesla Inc. | $562 | 0.12% | 1,265 | Common | NONE |
| 571748102 | MRSH | Marsh & McLennan Companies, In | $528 | 0.12% | 2,620 | Common | NONE |
| 46090e103 | — | Invesco QQQ Trust Series 1 | $507 | 0.11% | 844 | Common | NONE |
| 747525103 | QCOM | Qualcomm, Inc. | $502 | 0.11% | 3,020 | Common | NONE |
| 053015103 | ADP | Automatic Data Processing, Inc | $478 | 0.11% | 1,630 | Common | NONE |
| 464287226 | AGG | iShares Core Total US Bond Mar | $476 | 0.10% | 4,755 | Common | NONE |
| 842587107 | SO | Southern Co | $446 | 0.10% | 4,710 | Common | NONE |
| 464289867 | AOR | iShares S&P Growth Allocation | $445 | 0.10% | 6,926 | Common | NONE |
| 464288687 | PFF | iShares US Preferred Stock | $440 | 0.10% | 13,946 | Common | NONE |
| 693506107 | PPG | PPG Industries | $388 | 0.09% | 3,700 | Common | NONE |
| 717081103 | PFE | Pfizer Inc. | $382 | 0.08% | 15,027 | Common | NONE |
| 235851102 | DHR | Danaher Corp. | $380 | 0.08% | 1,918 | Common | NONE |
| 494368103 | KMB | Kimberly-Clark Corp | $376 | 0.08% | 3,030 | Common | NONE |
| 464287291 | IXN | iShares S&P Global Tech Sector | $371 | 0.08% | 3,600 | Common | NONE |
| 36828a101 | — | GE Vernova Inc | $368 | 0.08% | 600 | Common | NONE |
| 22160K105 | COST | Costco Whsl Corp New Com | $360 | 0.08% | 390 | Common | NONE |
| 101121101 | BXP | Boston Properties, Inc. | $360 | 0.08% | 4,850 | Common | NONE |
| 031162100 | AMGN | Amgen Inc. | $349 | 0.08% | 1,237 | Common | NONE |
| 372460105 | GPC | Genuine Parts | $331 | 0.07% | 2,390 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth In | $301 | 0.07% | 643 | Common | NONE |
| 110122108 | BMY | Bristol-Myers Squibb Company | $300 | 0.07% | 6,660 | Common | NONE |
| 574599106 | MAS | Masco Corp | $281 | 0.06% | 4,000 | Common | NONE |
| 097023105 | BA | Boeing Co | $280 | 0.06% | 1,300 | Common | NONE |
| 464287622 | IWB | iShares Russell 1000 Index Fun | $280 | 0.06% | 768 | Common | NONE |
| 75513e101 | — | RTX Corporation | $273 | 0.06% | 1,635 | Common | NONE |
| 025816109 | AXP | American Express Co | $265 | 0.06% | 800 | Common | NONE |
| 369550108 | GD | General Dynamics Corporation | $262 | 0.06% | 770 | Common | NONE |
| 670346105 | NUE | Nucor Corporation | $262 | 0.06% | 1,936 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group Inc | $255 | 0.06% | 740 | Common | NONE |
| 548661107 | LOW | Lowe's Companies | $246 | 0.05% | 980 | Common | NONE |
| 38141G104 | GS | Goldman Sachs Group Com | $238 | 0.05% | 300 | Common | NONE |
| 40434l105 | — | HP Inc. | $236 | 0.05% | 8,680 | Common | NONE |
| 040413205 | ANET | Arista Networks Inc. | $233 | 0.05% | 1,600 | Common | NONE |
| 00846u101 | — | Agilent Technologies, Inc. | $222 | 0.05% | 1,737 | Common | NONE |
| 92939u106 | — | Wisconsin Energy Group Inc. | $217 | 0.05% | 1,902 | Common | NONE |
| 001055102 | AFL | Aflac, Inc. | $209 | 0.05% | 1,880 | Common | NONE |
| 292102100 | ESBA | Empire St Realty | $80 | 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.