BOSTON RESEARCH & MANAGEMENT INC
CIK: 0001259261SEC EDGAR →
Portfolio Value
$434K
Holdings
120
As of
Q4 2025
New Positions
5
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Microsoft Corp | 39,185 | $18.9M | 4369.50% |
| 2 | Apple Inc. | 53,583 | $14.6M | 3358.87% |
| 3 | — Alphabet, Inc. - Class A | 45,649 | $14.3M | 3294.53% |
| 4 | Wal-Mart Stores | 112,494 | $12.5M | 2889.63% |
| 5 | AbbVie Inc. | 48,688 | $11.1M | 2564.98% |
| 6 | — J.P. Morgan Chase & Co. | 33,055 | $10.7M | 2455.91% |
| 7 | Cisco Systems, Inc. | 126,314 | $9.7M | 2243.55% |
| 8 | iShares Core S&P SmallCap ETF | 76,018 | $9.1M | 2106.35% |
| 9 | Tractor Supply Co | 166,680 | $8.3M | 1921.89% |
| 10 | Fastenal Co | 202,870 | $8.1M | 1877.16% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 10 | $62.7M | 16.9% |
| Financial Services | 30 | $57.2M | 15.4% |
| Unknown | 10 | $50.7M | 13.7% |
| Consumer Defensive | 9 | $44.1M | 11.9% |
| Healthcare | 16 | $41.5M | 11.2% |
| Industrials | 18 | $37.6M | 10.2% |
| Consumer Cyclical | 9 | $28.5M | 7.7% |
| Communication Services | 4 | $16.4M | 4.4% |
| Energy | 3 | $11.9M | 3.2% |
| Utilities | 5 | $11.9M | 3.2% |
| Basic Materials | 3 | $7.2M | 2.0% |
| Real Estate | 3 | $397K | 0.1% |