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

RankStockSharesValue% 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

Top Buys

IYKNEW
$702K
RSP↑ Increased
$605K
XOM↑ Increased
$525K
PFF↑ Increased
$524K
XLFI↑ Increased
$431K

Top Sells

MSFT↓ Decreased
$18.9M
TMO↓ Decreased
$5.3M
FAST↓ Decreased
$2.1M
Alphabet, Inc. - Class A↓ Decreased
$1.9M
BBHCLOSED
$1.7M

New Positions (5)

$702K · 11K shares
$250K · 975 shares
$223K · 1K shares
$209K · 4K shares
$201K · 3K shares

Closed Positions (4)

$1.7M · 10K shares
$1.6M · 11K shares
$236K · 9K shares
$233K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology10$62.7M16.9%
Financial Services30$57.2M15.4%
Unknown10$50.7M13.7%
Consumer Defensive9$44.1M11.9%
Healthcare16$41.5M11.2%
Industrials18$37.6M10.2%
Consumer Cyclical9$28.5M7.7%
Communication Services4$16.4M4.4%
Energy3$11.9M3.2%
Utilities5$11.9M3.2%
Basic Materials3$7.2M2.0%
Real Estate3$397K0.1%