BOSTON RESEARCH & MANAGEMENT INC
CIK: 0001259261SEC EDGAR →
Portfolio Value
$433.7M
Holdings
120
As of
Q4 2025
New Positions
5
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Core S&P 500 ETF | 31,827 | $21.8M | 5.03% |
| 2 | Microsoft Corp | 39,185 | $18.9M | 4.37% |
| 3 | Apple Inc. | 53,583 | $14.6M | 3.36% |
| 4 | — Alphabet, Inc. - Class A | 45,649 | $14.3M | 3.29% |
| 5 | Wal-Mart Stores | 112,494 | $12.5M | 2.89% |
| 6 | AbbVie Inc. | 48,688 | $11.1M | 2.56% |
| 7 | Mastercard, Inc. | 19,112 | $10.9M | 2.52% |
| 8 | — J.P. Morgan Chase & Co. | 33,055 | $10.7M | 2.46% |
| 9 | — Cisco Systems, Inc. | 126,314 | $9.7M | 2.24% |
| 10 | iShares Core S&P SmallCap ETF | 76,018 | $9.1M | 2.11% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $95.4M | 22.0% |
| Unknown | 13 | $73.8M | 17.0% |
| Healthcare | 16 | $52.1M | 12.0% |
| Technology | 8 | $49.4M | 11.4% |
| Consumer Defensive | 9 | $44.3M | 10.2% |
| Industrials | 17 | $38.9M | 9.0% |
| Consumer Cyclical | 9 | $28.5M | 6.6% |
| Communication Services | 4 | $16.4M | 3.8% |
| Utilities | 5 | $12.3M | 2.8% |
| Energy | 3 | $11.9M | 2.7% |
| Basic Materials | 3 | $7.2M | 1.7% |
| Real Estate | 3 | $3.4M | 0.8% |