Q4 2025 · 13F-HR
BOSTON RESEARCH & MANAGEMENT INCholdings as filed
Filed 2026-02-11 · accession 0001259261-26-000002
$433,688
Reported value
120
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | iShares Core S&P 500 ETF | $21,799 | 5.03% | 31,827 | Common | NONE |
| 594918104 | MSFT | Microsoft Corp | $18,950 | 4.37% | 39,185 | Common | NONE |
| 037833100 | AAPL | Apple Inc. | $14,567 | 3.36% | 53,583 | Common | NONE |
| 02079k305 | — | Alphabet, Inc. - Class A | $14,288 | 3.29% | 45,649 | Common | NONE |
| 931142103 | WMT | Wal-Mart Stores | $12,532 | 2.89% | 112,494 | Common | NONE |
| 00287y109 | — | AbbVie Inc. | $11,124 | 2.56% | 48,688 | Common | NONE |
| 57636q104 | — | Mastercard, Inc. | $10,911 | 2.52% | 19,112 | Common | NONE |
| 46625h100 | — | J.P. Morgan Chase & Co. | $10,651 | 2.46% | 33,055 | Common | NONE |
| 17275r102 | — | Cisco Systems, Inc. | $9,730 | 2.24% | 126,314 | Common | NONE |
| 464287804 | IJR | iShares Core S&P SmallCap ETF | $9,135 | 2.11% | 76,018 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. Class | $9,100 | 2.10% | 18,105 | Common | NONE |
| 892356106 | TSCO | Tractor Supply Co | $8,335 | 1.92% | 166,680 | Common | NONE |
| 311900104 | FAST | Fastenal Co | $8,141 | 1.88% | 202,870 | Common | NONE |
| 98419m100 | — | Xylem Inc. | $7,850 | 1.81% | 57,645 | Common | NONE |
| 023135106 | AMZN | Amazon.com Inc | $7,741 | 1.78% | 33,539 | Common | NONE |
| 064058100 | BK | Bank of New York Mellon Corp | $7,525 | 1.74% | 64,824 | Common | NONE |
| 580135101 | MCD | McDonald's Corp | $7,387 | 1.70% | 24,172 | Common | NONE |
| 67066G104 | NVDA | Nvidia | $7,308 | 1.69% | 39,188 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $7,106 | 1.64% | 56,721 | Common | NONE |
| 46434g103 | — | iShares Core MSCI Emerging Mkt | $6,982 | 1.61% | 103,881 | Common | NONE |
| 58933Y105 | MRK | Merck & Co. Inc. | $6,946 | 1.60% | 65,994 | Common | NONE |
| 30231g102 | — | Exxon Mobil Corp. | $6,863 | 1.58% | 57,036 | Common | NONE |
| 742718109 | PG | Procter & Gamble Co | $6,759 | 1.56% | 47,170 | Common | NONE |
| g54950103 | — | Linde PLC | $6,536 | 1.51% | 15,330 | Common | NONE |
| 833034101 | SNA | Snap-On Inc. | $6,245 | 1.44% | 18,124 | Common | NONE |
| 46432f842 | — | iShares Core MSCI EAFE ETF | $6,242 | 1.44% | 69,781 | Common | NONE |
| 883556102 | TMO | Thermo Fisher Scientific | $6,130 | 1.41% | 10,579 | Common | NONE |
| 65339F101 | NEE | Nextera Energy Inc. | $5,989 | 1.38% | 74,611 | Common | NONE |
| 504922105 | LH | Labcorp Holdings | $5,906 | 1.36% | 23,543 | Common | NONE |
| 23331a109 | — | D.R. Horton, Inc. | $5,878 | 1.36% | 40,817 | Common | NONE |
| 539830109 | LMT | Lockheed Martin Corp | $5,465 | 1.26% | 11,299 | Common | NONE |
| 26441c204 | — | Duke Energy Corp. | $5,322 | 1.23% | 45,407 | Common | NONE |
| 254687106 | DIS | Walt Disney Co | $5,296 | 1.22% | 46,552 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $5,217 | 1.20% | 74,630 | Common | NONE |
| 902973304 | USB | US Bancorp | $5,072 | 1.17% | 95,058 | Common | NONE |
| 871829107 | SYY | Sysco Corp | $4,978 | 1.15% | 67,560 | Common | NONE |
| 464287655 | IWM | iShares Russell 2000 Index Fun | $4,921 | 1.13% | 19,992 | Common | NONE |
| G1151C101 | ACN | Accenture PLC | $4,912 | 1.13% | 18,308 | Common | NONE |
| 713448108 | PEP | Pepsi Co Inc | $4,873 | 1.12% | 33,959 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $4,804 | 1.11% | 7,046 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Company | $4,747 | 1.09% | 60,074 | Common | NONE |
| G5960L103 | MDT | Medtronic Plc | $4,710 | 1.09% | 49,038 | Common | NONE |
| 370334104 | GIS | General Mills Inc Com | $4,653 | 1.07% | 100,079 | Common | NONE |
| 532457108 | LLY | Eli Lilly & Co | $4,457 | 1.03% | 4,148 | Common | NONE |
| 92343v104 | — | Verizon Communications | $4,418 | 1.02% | 108,475 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ET | $4,150 | 0.96% | 12,380 | Common | NONE |
| 911312106 | UPS | United Parcel Services | $3,894 | 0.90% | 39,265 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $3,854 | 0.89% | 41,178 | Common | NONE |
| 172908105 | CTAS | Cintas Corporation | $3,812 | 0.88% | 20,270 | Common | NONE |
| 464285204 | IAU | iShares Comex Gold Trust | $3,811 | 0.88% | 46,954 | Common | NONE |
| 681919106 | OMC | Omnicom Group Inc Com | $3,811 | 0.88% | 47,203 | Common | NONE |
| 00724f101 | — | Adobe Inc | $3,601 | 0.83% | 10,289 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Midcap ETF | $3,452 | 0.80% | 52,316 | Common | NONE |
| 81369y506 | — | AMEX Energy Sector SPDR | $3,383 | 0.78% | 75,677 | Common | NONE |
| 437076102 | HD | Home Depot, Inc. | $3,029 | 0.70% | 8,805 | Common | NONE |
| 29444u700 | — | Equinix Inc | $2,997 | 0.69% | 3,913 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp Cl A Vtg | $2,898 | 0.67% | 96,971 | Common | NONE |
| 464288513 | HYG | iShares iBoxx High Yield Corp | $2,579 | 0.59% | 31,992 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap ETF | $2,168 | 0.50% | 8,405 | Common | NONE |
| 02079k107 | — | Alphabet, Inc. - Class C | $2,026 | 0.47% | 6,457 | Common | NONE |
| 149123101 | CAT | Caterpillar | $2,006 | 0.46% | 3,502 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $1,989 | 0.46% | 9,613 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp. | $1,912 | 0.44% | 9,814 | Common | NONE |
| 863667101 | SYK | Stryker Corp | $1,530 | 0.35% | 4,354 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets ETF | $1,253 | 0.29% | 20,068 | Common | NONE |
| 453836108 | INDB | Independent Bank Corp Mass Com | $1,243 | 0.29% | 17,011 | Common | NONE |
| 46137V357 | RSP | Invesco S&P 500 Equal Weight | $1,209 | 0.28% | 6,312 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $1,207 | 0.28% | 7,920 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World Ex-US | $1,153 | 0.27% | 15,681 | Common | NONE |
| 78467X109 | DIA | SPDR DJIA ETF Trust | $986 | 0.23% | 2,052 | Common | NONE |
| 459200101 | IBM | Intl Business Machines Corp | $965 | 0.22% | 3,260 | Common | NONE |
| 464288687 | PFF | iShares US Preferred Stock | $964 | 0.22% | 31,159 | Common | NONE |
| 704326107 | PAYX | Paychex, Inc. | $847 | 0.20% | 7,555 | Common | NONE |
| 922042858 | VWO | Vanguard Emerging Markets ETF | $750 | 0.17% | 13,964 | Common | NONE |
| 369604301 | GE | GE Aerospace | $730 | 0.17% | 2,373 | Common | NONE |
| 88579Y101 | MMM | 3M Co | $703 | 0.16% | 4,394 | Common | NONE |
| 464287812 | IYK | iShares US Consumer Staples ET | $702 | 0.16% | 10,500 | Common | NONE |
| 94106l109 | — | Waste Management, Inc. | $678 | 0.16% | 3,090 | Common | NONE |
| 291011104 | EMR | Emerson Electric Co | $676 | 0.16% | 5,100 | Common | NONE |
| 988498101 | YUM | Yum! Brands Inc. | $653 | 0.15% | 4,320 | Common | NONE |
| 452308109 | ITW | Illinois Tool Works | $635 | 0.15% | 2,580 | Common | NONE |
| 92189h409 | — | VaneckVectors HY Muni ETF | $625 | 0.14% | 12,240 | Common | NONE |
| 88160r101 | — | Tesla Inc. | $568 | 0.13% | 1,265 | Common | NONE |
| 46090e103 | — | Invesco QQQ Trust Series 1 | $518 | 0.12% | 844 | Common | NONE |
| 747525103 | QCOM | Qualcomm, Inc. | $516 | 0.12% | 3,020 | Common | NONE |
| 571748102 | MRSH | Marsh & McLennan Companies, In | $486 | 0.11% | 2,620 | Common | NONE |
| 464287226 | AGG | iShares Core Total US Bond Mar | $471 | 0.11% | 4,721 | Common | NONE |
| 464289867 | AOR | iShares S&P Growth Allocation | $452 | 0.10% | 6,956 | Common | NONE |
| 235851102 | DHR | Danaher Corp. | $439 | 0.10% | 1,918 | Common | NONE |
| 053015103 | ADP | Automatic Data Processing, Inc | $419 | 0.10% | 1,630 | Common | NONE |
| 842587107 | SO | Southern Co | $410 | 0.09% | 4,710 | Common | NONE |
| 031162100 | AMGN | Amgen Inc. | $404 | 0.09% | 1,237 | Common | NONE |
| 36828a101 | — | GE Vernova Inc | $392 | 0.09% | 600 | Common | NONE |
| 693506107 | PPG | PPG Industries | $379 | 0.09% | 3,700 | Common | NONE |
| 464287291 | IXN | iShares S&P Global Tech Sector | $378 | 0.09% | 3,600 | Common | NONE |
| 110122108 | BMY | Bristol-Myers Squibb Company | $359 | 0.08% | 6,660 | Common | NONE |
| 101121101 | BXP | Boston Properties, Inc. | $327 | 0.08% | 4,850 | Common | NONE |
| 717081103 | PFE | Pfizer Inc. | $318 | 0.07% | 12,797 | Common | NONE |
| 670346105 | NUE | Nucor Corporation | $315 | 0.07% | 1,936 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth In | $304 | 0.07% | 643 | Common | NONE |
| 75513e101 | — | RTX Corporation | $299 | 0.07% | 1,635 | Common | NONE |
| 494368103 | KMB | Kimberly-Clark Corp | $298 | 0.07% | 2,955 | Common | NONE |
| 025816109 | AXP | American Express Co | $295 | 0.07% | 800 | Common | NONE |
| 372460105 | GPC | Genuine Parts | $293 | 0.07% | 2,390 | Common | NONE |
| 464287622 | IWB | iShares Russell 1000 Index Fun | $286 | 0.07% | 768 | Common | NONE |
| 097023105 | BA | Boeing Co | $282 | 0.07% | 1,300 | Common | NONE |
| 38141G104 | GS | Goldman Sachs Group Com | $263 | 0.06% | 300 | Common | NONE |
| 369550108 | GD | General Dynamics Corporation | $259 | 0.06% | 770 | Common | NONE |
| 574599106 | MAS | Masco Corp | $253 | 0.06% | 4,000 | Common | NONE |
| 22160K105 | COST | Costco Whsl Corp New Com | $250 | 0.06% | 290 | Common | NONE |
| 038222105 | AMAT | Applied Materials Inc | $250 | 0.06% | 975 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group Inc | $244 | 0.06% | 740 | Common | NONE |
| 00846u101 | — | Agilent Technologies, Inc. | $236 | 0.05% | 1,737 | Common | NONE |
| 548661107 | LOW | Lowe's Companies | $236 | 0.05% | 980 | Common | NONE |
| 12541W209 | CHRW | CH Robinson Worldwide Inc | $223 | 0.05% | 1,390 | Common | NONE |
| 98850p109 | — | Yum China Holding Inc. | $209 | 0.05% | 4,389 | Common | NONE |
| 001055102 | AFL | Aflac, Inc. | $207 | 0.05% | 1,880 | Common | NONE |
| 126650100 | CVS | CVS Health Corp | $201 | 0.05% | 2,539 | Common | NONE |
| 92939u106 | — | Wisconsin Energy Group Inc. | $200 | 0.05% | 1,902 | Common | NONE |
| 292102100 | ESBA | Empire St Realty | $67 | 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.