Q1 2026 · 13F-HR
BOSTON RESEARCH & MANAGEMENT INCholdings as filed
Filed 2026-04-10 · accession 0001259261-26-000004
$420,987
Reported value
114
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | iShares Core S&P 500 ETF | $18,986 | 4.51% | 29,066 | Common | NONE |
| 931142103 | WMT | Wal-Mart Stores | $13,686 | 3.25% | 110,124 | Common | NONE |
| 594918104 | MSFT | Microsoft Corp | $13,644 | 3.24% | 36,860 | Common | NONE |
| 02079k305 | — | Alphabet, Inc. - Class A | $12,686 | 3.01% | 44,116 | Common | NONE |
| 037833100 | AAPL | Apple Inc. | $12,606 | 2.99% | 49,674 | Common | NONE |
| 00287y109 | — | AbbVie Inc. | $10,516 | 2.50% | 48,353 | Common | NONE |
| 17275r102 | — | Cisco Systems, Inc. | $9,739 | 2.31% | 125,526 | Common | NONE |
| 46625h100 | — | J.P. Morgan Chase & Co. | $9,520 | 2.26% | 32,363 | Common | NONE |
| 464287804 | IJR | iShares Core S&P SmallCap ETF | $9,413 | 2.24% | 75,727 | Common | NONE |
| 311900104 | FAST | Fastenal Co | $9,343 | 2.22% | 201,370 | Common | NONE |
| 30231g102 | — | Exxon Mobil Corp. | $9,023 | 2.14% | 53,185 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. Class | $8,468 | 2.01% | 17,672 | Common | NONE |
| 57636q104 | — | Mastercard, Inc. | $8,370 | 1.99% | 16,752 | Common | NONE |
| 58933Y105 | MRK | Merck & Co. Inc. | $8,007 | 1.90% | 66,572 | Common | NONE |
| g54950103 | — | Linde PLC | $7,817 | 1.86% | 15,768 | Common | NONE |
| 892356106 | TSCO | Tractor Supply Co | $7,677 | 1.82% | 169,475 | Common | NONE |
| 064058100 | BK | Bank of New York Mellon Corp | $7,668 | 1.82% | 64,639 | Common | NONE |
| 580135101 | MCD | McDonald's Corp | $7,490 | 1.78% | 24,102 | Common | NONE |
| 46434g103 | — | iShares Core MSCI Emerging Mkt | $7,205 | 1.71% | 103,305 | Common | NONE |
| 023135106 | AMZN | Amazon.com Inc | $6,994 | 1.66% | 33,584 | Common | NONE |
| 65339F101 | NEE | Nextera Energy Inc. | $6,870 | 1.63% | 73,976 | Common | NONE |
| 67066G104 | NVDA | Nvidia | $6,809 | 1.62% | 39,045 | Common | NONE |
| 742718109 | PG | Procter & Gamble Co | $6,759 | 1.61% | 46,797 | Common | NONE |
| 539830109 | LMT | Lockheed Martin Corp | $6,745 | 1.60% | 11,161 | Common | NONE |
| 98419m100 | — | Xylem Inc. | $6,707 | 1.59% | 56,127 | Common | NONE |
| 833034101 | SNA | Snap-On Inc. | $6,521 | 1.55% | 17,954 | Common | NONE |
| 46432f842 | — | iShares Core MSCI EAFE ETF | $6,296 | 1.50% | 69,552 | Common | NONE |
| 504922105 | LH | Labcorp Holdings | $6,219 | 1.48% | 23,308 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $6,126 | 1.46% | 59,676 | Common | NONE |
| 26441c204 | — | Duke Energy Corp. | $5,985 | 1.42% | 45,712 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $5,635 | 1.34% | 74,107 | Common | NONE |
| 23331a109 | — | D.R. Horton, Inc. | $5,528 | 1.31% | 40,290 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $5,485 | 1.30% | 41,560 | Common | NONE |
| 92343v104 | — | Verizon Communications | $5,421 | 1.29% | 107,993 | Common | NONE |
| 883556102 | TMO | Thermo Fisher Scientific | $5,315 | 1.26% | 10,814 | Common | NONE |
| 713448108 | PEP | Pepsi Co Inc | $5,240 | 1.24% | 33,749 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Company | $5,170 | 1.23% | 60,669 | Common | NONE |
| 902973304 | USB | US Bancorp | $4,943 | 1.17% | 95,058 | Common | NONE |
| 871829107 | SYY | Sysco Corp | $4,824 | 1.15% | 67,635 | Common | NONE |
| 254687106 | DIS | Walt Disney Co | $4,662 | 1.11% | 48,377 | Common | NONE |
| 464287655 | IWM | iShares Russell 2000 Index Fun | $4,587 | 1.09% | 18,497 | Common | NONE |
| 81369y506 | — | AMEX Energy Sector SPDR | $4,578 | 1.09% | 74,732 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $4,556 | 1.08% | 7,006 | Common | NONE |
| 532457108 | LLY | Eli Lilly & Co | $4,445 | 1.06% | 4,833 | Common | NONE |
| G5960L103 | MDT | Medtronic Plc | $4,379 | 1.04% | 50,546 | Common | NONE |
| 911312106 | UPS | United Parcel Services | $4,174 | 0.99% | 42,437 | Common | NONE |
| 464285204 | IAU | iShares Comex Gold Trust | $4,128 | 0.98% | 46,824 | Common | NONE |
| 29444u700 | — | Equinix Inc | $4,024 | 0.96% | 4,106 | Common | NONE |
| 370334104 | GIS | General Mills Inc Com | $4,014 | 0.95% | 107,872 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ET | $3,971 | 0.94% | 12,380 | Common | NONE |
| 681919106 | OMC | Omnicom Group Inc Com | $3,543 | 0.84% | 47,048 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp Cl A Vtg | $3,530 | 0.84% | 122,976 | Common | NONE |
| G1151C101 | ACN | Accenture PLC | $3,508 | 0.83% | 17,696 | Common | NONE |
| 172908105 | CTAS | Cintas Corporation | $3,428 | 0.81% | 20,270 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Midcap ETF | $3,409 | 0.81% | 50,493 | Common | NONE |
| 00724f101 | — | Adobe Inc | $3,337 | 0.79% | 13,728 | Common | NONE |
| 437076102 | HD | Home Depot, Inc. | $2,895 | 0.69% | 8,805 | Common | NONE |
| 464288513 | HYG | iShares iBoxx High Yield Corp | $2,555 | 0.61% | 32,125 | Common | NONE |
| 149123101 | CAT | Caterpillar | $2,481 | 0.59% | 3,502 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $2,349 | 0.56% | 9,613 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap ETF | $2,189 | 0.52% | 8,360 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $1,597 | 0.38% | 7,720 | Common | NONE |
| 02079k107 | — | Alphabet, Inc. - Class C | $1,446 | 0.34% | 5,042 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp. | $1,434 | 0.34% | 9,749 | Common | NONE |
| 863667101 | SYK | Stryker Corp | $1,430 | 0.34% | 4,354 | Common | NONE |
| 453836108 | INDB | Independent Bank Corp Mass Com | $1,279 | 0.30% | 17,011 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets ETF | $1,249 | 0.30% | 19,498 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World Ex-US | $1,177 | 0.28% | 15,681 | Common | NONE |
| 464288687 | PFF | iShares US Preferred Stock | $956 | 0.23% | 31,532 | Common | NONE |
| 46137V357 | RSP | Invesco S&P 500 Equal Weight | $891 | 0.21% | 4,647 | Common | NONE |
| 459200101 | IBM | Intl Business Machines Corp | $790 | 0.19% | 3,260 | Common | NONE |
| 922042858 | VWO | Vanguard Emerging Markets ETF | $754 | 0.18% | 13,964 | Common | NONE |
| 78467X109 | DIA | SPDR DJIA ETF Trust | $753 | 0.18% | 1,627 | Common | NONE |
| 94106l109 | — | Waste Management, Inc. | $710 | 0.17% | 3,090 | Common | NONE |
| 704326107 | PAYX | Paychex, Inc. | $695 | 0.17% | 7,555 | Common | NONE |
| 452308109 | ITW | Illinois Tool Works | $671 | 0.16% | 2,580 | Common | NONE |
| 291011104 | EMR | Emerson Electric Co | $668 | 0.16% | 5,100 | Common | NONE |
| 92189h409 | — | VaneckVectors HY Muni ETF | $613 | 0.15% | 12,240 | Common | NONE |
| 88579Y101 | MMM | 3M Co | $593 | 0.14% | 4,086 | Common | NONE |
| 46090e103 | — | Invesco QQQ Trust Series 1 | $499 | 0.12% | 864 | Common | NONE |
| 464287226 | AGG | iShares Core Total US Bond Mar | $474 | 0.11% | 4,783 | Common | NONE |
| 88160r101 | — | Tesla Inc. | $470 | 0.11% | 1,265 | Common | NONE |
| 842587107 | SO | Southern Co | $454 | 0.11% | 4,710 | Common | NONE |
| 571748102 | MRSH | Marsh Common Stock | $454 | 0.11% | 2,620 | Common | NONE |
| 464289867 | AOR | iShares S&P Growth Allocation | $450 | 0.11% | 7,001 | Common | NONE |
| 031162100 | AMGN | Amgen Inc. | $435 | 0.10% | 1,237 | Common | NONE |
| 110122108 | BMY | Bristol-Myers Squibb Company | $403 | 0.10% | 6,660 | Common | NONE |
| 693506107 | PPG | PPG Industries | $395 | 0.09% | 3,700 | Common | NONE |
| 747525103 | QCOM | Qualcomm, Inc. | $388 | 0.09% | 3,020 | Common | NONE |
| 235851102 | DHR | Danaher Corp. | $363 | 0.09% | 1,918 | Common | NONE |
| 464287291 | IXN | iShares S&P Global Tech Sector | $359 | 0.09% | 3,600 | Common | NONE |
| 717081103 | PFE | Pfizer Inc. | $337 | 0.08% | 12,009 | Common | NONE |
| 053015103 | ADP | Automatic Data Processing, Inc | $331 | 0.08% | 1,630 | Common | NONE |
| 670346105 | NUE | Nucor Corporation | $327 | 0.08% | 1,936 | Common | NONE |
| 75513e101 | — | RTX Corporation | $315 | 0.07% | 1,635 | Common | NONE |
| 22160K105 | COST | Costco Whsl Corp New Com | $288 | 0.07% | 290 | Common | NONE |
| 494368103 | KMB | Kimberly-Clark Corp | $285 | 0.07% | 2,955 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth In | $274 | 0.07% | 643 | Common | NONE |
| 369604301 | GE | GE Aerospace | $273 | 0.06% | 965 | Common | NONE |
| 464287622 | IWB | iShares Russell 1000 Index Fun | $273 | 0.06% | 768 | Common | NONE |
| 038222105 | AMAT | Applied Materials Inc | $271 | 0.06% | 795 | Common | NONE |
| 369550108 | GD | General Dynamics Corporation | $264 | 0.06% | 770 | Common | NONE |
| 38141G104 | GS | Goldman Sachs Group Com | $253 | 0.06% | 300 | Common | NONE |
| 101121101 | BXP | Boston Properties, Inc. | $251 | 0.06% | 4,850 | Common | NONE |
| 025816109 | AXP | American Express Co | $241 | 0.06% | 800 | Common | NONE |
| 574599106 | MAS | Masco Corp | $241 | 0.06% | 4,000 | Common | NONE |
| 548661107 | LOW | Lowe's Companies | $231 | 0.05% | 980 | Common | NONE |
| 372460105 | GPC | Genuine Parts | $227 | 0.05% | 2,150 | Common | NONE |
| 92939u106 | — | Wisconsin Energy Group Inc. | $220 | 0.05% | 1,902 | Common | NONE |
| 36828a101 | — | GE Vernova Inc | $217 | 0.05% | 249 | Common | NONE |
| 039483102 | ADM | Archer Daniels Midland Com | $209 | 0.05% | 2,880 | Common | NONE |
| 001055102 | AFL | Aflac, Inc. | $206 | 0.05% | 1,880 | Common | NONE |
| 882508104 | TXN | Texas Instruments | $205 | 0.05% | 1,060 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group Inc | $200 | 0.05% | 740 | 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.