← Back to Discover
BOSTON RESEARCH & MANAGEMENT INC
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $452,634,705
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $21,615,280
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $15,512,089
- CISCO SYS INC · COM · 17275R102 · shares: $14,534,719
- APPLE INC · COM · 037833100 · shares: $14,214,257
- MICROSOFT CORP · COM · 594918104 · shares: $13,784,228
- WALMART INC · COM · 931142103 · shares: $12,201,953
- ABBVIE INC · COM · 00287Y109 · shares: $12,111,182
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $11,167,725
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $10,538,237
- FASTENAL CO · COM · 311900104 · shares: $9,599,997
Reported holdings
121 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 28,863 shares | $21,615,280 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 43,406 shares | $15,512,089 |
| CISCO SYS INC | COM | 17275R102 | — | 123,742 shares | $14,534,719 |
| APPLE INC | COM | 037833100 | — | 49,123 shares | $14,214,257 |
| MICROSOFT CORP | COM | 594918104 | — | 36,953 shares | $13,784,228 |
| WALMART INC | COM | 931142103 | — | 107,734 shares | $12,201,953 |
| ABBVIE INC | COM | 00287Y109 | — | 48,129 shares | $12,111,182 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 75,300 shares | $11,167,725 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 32,195 shares | $10,538,237 |
| FASTENAL CO | COM | 311900104 | — | 199,875 shares | $9,599,997 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 63,884 shares | $9,238,316 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 17,366 shares | $8,689,773 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 16,607 shares | $8,529,333 |
| MERCK & CO INC | COM | 58933Y105 | — | 65,845 shares | $8,461,120 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 100,742 shares | $8,345,480 |
| LINDE PLC | SHS | G54950103 | — | 15,624 shares | $8,107,976 |
| AMAZON COM INC | COM | 023135106 | — | 33,369 shares | $7,953,186 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 38,473 shares | $7,698,066 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 52,945 shares | $7,238,641 |
| SNAP ON INC | COM | 833034101 | — | 17,731 shares | $7,134,955 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 46,908 shares | $6,878,612 |
| XYLEM INC | COM | 98419M100 | — | 57,009 shares | $6,739,034 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 68,567 shares | $6,622,240 |
| D R HORTON INC | COM | 23331A109 | — | 40,067 shares | $6,526,113 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 23,271 shares | $6,515,803 |
| MCDONALDS CORP | COM | 580135101 | — | 24,010 shares | $6,490,008 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 73,786 shares | $6,476,198 |
| COCA COLA CO | COM | 191216100 | — | 73,647 shares | $5,985,292 |
| ELI LILLY & CO | COM | 532457108 | — | 4,833 shares | $5,796,846 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 45,624 shares | $5,775,086 |
| SYSCO CORP | COM | 871829107 | — | 68,451 shares | $5,721,105 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 11,177 shares | $5,694,322 |
| US BANCORP | COM NEW | 902973304 | — | 93,913 shares | $5,672,363 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 60,464 shares | $5,543,340 |
| ALBEMARLE CORP | 7.25% DEP SHS A | 012653200 | — | 99,820 shares | $5,525,037 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 10,974 shares | $5,501,930 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 18,027 shares | $5,416,243 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 59,474 shares | $5,396,627 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 169,260 shares | $5,350,309 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 6,971 shares | $5,205,940 |
| LOWES COS INC | COM | 548661107 | — | 22,745 shares | $5,015,046 |
| PEPSICO INC | COM | 713448108 | — | 34,145 shares | $4,623,166 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 108,377 shares | $4,588,673 |
| DISNEY WALT CO | COM | 254687106 | — | 47,627 shares | $4,584,129 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 12,380 shares | $4,581,096 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 42,352 shares | $4,552,840 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 41,367 shares | $4,300,539 |
| EQUINIX INC | COM | 29444U700 | — | 4,068 shares | $4,240,443 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 51,201 shares | $4,005,420 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 74,398 shares | $3,951,261 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 49,967 shares | $3,852,993 |
| GENERAL MILLS INC | COM | 370334104 | — | 104,150 shares | $3,624,420 |
| CATERPILLAR INC | COM | 149123101 | — | 3,382 shares | $3,601,492 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 46,825 shares | $3,535,718 |
| CINTAS CORP | COM | 172908105 | — | 20,270 shares | $3,447,522 |
| OMNICOM GROUP INC | COM | 681919106 | — | 46,043 shares | $3,353,312 |
| HOME DEPOT INC | COM | 437076102 | — | 8,805 shares | $3,105,348 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 125,131 shares | $3,071,973 |
| ADOBE INC | COM | 00724F101 | — | 13,584 shares | $2,784,890 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 31,823 shares | $2,544,902 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 8,343 shares | $2,528,931 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 9,613 shares | $2,441,414 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 17,609 shares | $2,191,282 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 4,912 shares | $1,735,643 |
| INDEPENDENT BK CORP MASS | COM | 453836108 | — | 17,011 shares | $1,424,161 |
| ORACLE CORP | COM | 68389X105 | — | 9,639 shares | $1,412,596 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 19,498 shares | $1,389,266 |
| STRYKER CORPORATION | COM | 863667101 | — | 4,354 shares | $1,370,814 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 15,681 shares | $1,313,284 |
| CHEVRON CORPORATION | COM | 166764100 | — | 7,720 shares | $1,279,668 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 4,705 shares | $1,001,011 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 31,100 shares | $948,239 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 3,260 shares | $916,862 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 1,627 shares | $849,929 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 13,964 shares | $833,512 |
| PAYCHEX INC | COM | 704326107 | — | 7,555 shares | $742,884 |
| EMERSON ELEC CO | COM | 291011104 | — | 5,100 shares | $730,065 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 2,580 shares | $697,813 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 3,090 shares | $688,700 |
| 3M CO | COM | 88579Y101 | — | 4,086 shares | $661,565 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 847 shares | $623,541 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | — | 11,696 shares | $602,461 |
| APPLIED MATLS INC | COM | 038222105 | — | 795 shares | $574,785 |
| QUALCOMM INC | COM | 747525103 | — | 3,020 shares | $558,066 |
| TESLA INC | COM | 88160R101 | — | 1,265 shares | $532,059 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | — | 3,600 shares | $520,128 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 7,061 shares | $490,740 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 4,628 shares | $458,109 |
| SOUTHERN CO | COM | 842587107 | — | 4,710 shares | $450,795 |
| PPG INDS INC | COM | 693506107 | — | 3,700 shares | $448,773 |
| AMGEN INC | COM | 031162100 | — | 1,237 shares | $447,943 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 2,620 shares | $436,676 |
| NUCOR CORP | COM | 670346105 | — | 1,936 shares | $431,244 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 6,660 shares | $383,750 |
| INTEL CORP | COM | 458140100 | — | 2,700 shares | $377,001 |
| DANAHER CORP DEL | COM | 235851102 | — | 1,918 shares | $365,341 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,630 shares | $365,039 |
| GE AEROSPACE | COM NEW | 369604301 | — | 965 shares | $360,650 |
| MASCO CORP | COM | 574599106 | — | 4,000 shares | $325,480 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 2,955 shares | $324,371 |