13F-HR filed by BOSTON RESEARCH & MANAGEMENT INC
BOSTON RESEARCH & MANAGEMENT INC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-10, with 114 holding rows worth $420,987,000.
- Accession
- 0001259261-26-000004
- Filer
- CIK 1259261
- Filed
- 2026-04-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 114 entries on the cover page, a total value of $420,987,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $420,987,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-10522. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 29,066 | $18,986,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 110,124 | $13,686,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 36,860 | $13,644,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 44,116 | $12,686,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 49,674 | $12,606,000 | thousands, detected and multiplied | |
| AbbVie,Inc. | 00287Y109 | COM | 48,353 | $10,516,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 125,526 | $9,739,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 32,363 | $9,520,000 | thousands, detected and multiplied | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 75,727 | $9,413,000 | thousands, detected and multiplied | |
| FASTENAL CO COM | 311900104 | Stock | 201,370 | $9,343,000 | thousands, detected and multiplied | |
| EXXON MOBIL CORP | 30231G102 | COM | 53,185 | $9,023,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 17,672 | $8,468,000 | thousands, detected and multiplied | |
| MasterCard, Inc | 57636Q104 | COM | 16,752 | $8,370,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 66,572 | $8,007,000 | thousands, detected and multiplied | |
| Linde plc | G54950103 | COM | 15,768 | $7,817,000 | thousands, detected and multiplied | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 169,475 | $7,677,000 | thousands, detected and multiplied | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 64,639 | $7,668,000 | thousands, detected and multiplied | |
| McDonalds Corporation | 580135101 | COM | 24,102 | $7,490,000 | thousands, detected and multiplied | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 103,305 | $7,205,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 33,584 | $6,994,000 | thousands, detected and multiplied | |
| NextEra Energy,Inc. | 65339F101 | COM | 73,976 | $6,870,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 39,045 | $6,809,000 | thousands, detected and multiplied | |
| Procter & Gamble Co | 742718109 | COM | 46,797 | $6,759,000 | thousands, detected and multiplied | |
| Lockheed Martin Corporation | 539830109 | COM | 11,161 | $6,745,000 | thousands, detected and multiplied | |
| XYLEM INC COM | 98419M100 | Stock | 56,127 | $6,707,000 | thousands, detected and multiplied | |
| SNAP ON INC COM | 833034101 | Stock | 17,954 | $6,521,000 | thousands, detected and multiplied | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 69,552 | $6,296,000 | thousands, detected and multiplied | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 23,308 | $6,219,000 | thousands, detected and multiplied | |
| Abbott Laboratories | 002824100 | COM | 59,676 | $6,126,000 | thousands, detected and multiplied | |
| Duke Energy Corporation | 26441C204 | COM | 45,712 | $5,985,000 | thousands, detected and multiplied | |
| Coca-Cola Company | 191216100 | COM | 74,107 | $5,635,000 | thousands, detected and multiplied | |
| D R HORTON INC COM | 23331A109 | Stock | 40,290 | $5,528,000 | thousands, detected and multiplied | |
| ConocoPhillips | 20825C104 | COM | 41,560 | $5,485,000 | thousands, detected and multiplied | |
| Verizon Communications Inc | 92343V104 | COM | 107,993 | $5,421,000 | thousands, detected and multiplied | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 10,814 | $5,315,000 | thousands, detected and multiplied | |
| PepsiCo,Inc. | 713448108 | COM | 33,749 | $5,240,000 | thousands, detected and multiplied | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 60,669 | $5,170,000 | thousands, detected and multiplied | |
| USBANCORPDEL | 902973304 | COM NEW | 95,058 | $4,943,000 | thousands, detected and multiplied | |
| SYSCOCORP | 871829107 | COM | 67,635 | $4,824,000 | thousands, detected and multiplied | |
| Walt Disney Co | 254687106 | COM | 48,377 | $4,662,000 | thousands, detected and multiplied | |
| iShares Russell 2000 ETF | 464287655 | SHS | 18,497 | $4,587,000 | thousands, detected and multiplied | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 74,732 | $4,578,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 7,006 | $4,556,000 | thousands, detected and multiplied | |
| Eli Lilly and Company | 532457108 | COM | 4,833 | $4,445,000 | thousands, detected and multiplied | |
| Medtronic Plc | G5960L103 | COM | 50,546 | $4,379,000 | thousands, detected and multiplied | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 42,437 | $4,174,000 | thousands, detected and multiplied | |
| iShares Gold Trust | 464285204 | COM | 46,824 | $4,128,000 | thousands, detected and multiplied | |
| EQUINIX INC COM | 29444U700 | REIT | 4,106 | $4,024,000 | thousands, detected and multiplied | |
| GENERAL MILLS INC COM | 370334104 | Stock | 107,872 | $4,014,000 | thousands, detected and multiplied | |
| VTI | 922908769 | COM | 12,380 | $3,971,000 | thousands, detected and multiplied | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 47,048 | $3,543,000 | thousands, detected and multiplied | |
| Comcast Corp | 20030N101 | COM | 122,976 | $3,530,000 | thousands, detected and multiplied | |
| Accenture Plc Class A | G1151C101 | COM | 17,696 | $3,508,000 | thousands, detected and multiplied | |
| CINTAS CORP COM | 172908105 | Stock | 20,270 | $3,428,000 | thousands, detected and multiplied | |
| IJH | 464287507 | COM | 50,493 | $3,409,000 | thousands, detected and multiplied | |
| Adobe Inc | 00724F101 | COM | 13,728 | $3,337,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 8,805 | $2,895,000 | thousands, detected and multiplied | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 32,125 | $2,555,000 | thousands, detected and multiplied | |
| Caterpillar Inc. | 149123101 | COM | 3,502 | $2,481,000 | thousands, detected and multiplied | |
| Johnson & Johnson | 478160104 | COM | 9,613 | $2,349,000 | thousands, detected and multiplied | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 8,360 | $2,189,000 | thousands, detected and multiplied | |
| Chevron Corporation | 166764100 | COM | 7,720 | $1,597,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,042 | $1,446,000 | thousands, detected and multiplied | |
| Oracle Corporation | 68389X105 | COM | 9,749 | $1,434,000 | thousands, detected and multiplied | |
| Stryker Corporation | 863667101 | COM | 4,354 | $1,430,000 | thousands, detected and multiplied | |
| INDEPENDENT BK CORP MASS | 453836108 | COM | 17,011 | $1,279,000 | thousands, detected and multiplied | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 19,498 | $1,249,000 | thousands, detected and multiplied | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 15,681 | $1,177,000 | thousands, detected and multiplied | |
| ISHARES TR | 464288687 | COM | 31,532 | $956,000 | thousands, detected and multiplied | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 4,647 | $891,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 3,260 | $790,000 | thousands, detected and multiplied | |
| VWO | 922042858 | SHS | 13,964 | $754,000 | thousands, detected and multiplied | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 1,627 | $753,000 | thousands, detected and multiplied | |
| Waste Management, Inc. | 94106L109 | COM | 3,090 | $710,000 | thousands, detected and multiplied | |
| PAYCHEX INC | 704326107 | COM | 7,555 | $695,000 | thousands, detected and multiplied | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,580 | $671,000 | thousands, detected and multiplied | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,100 | $668,000 | thousands, detected and multiplied | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 12,240 | $613,000 | thousands, detected and multiplied | |
| 3M CO COM | 88579Y101 | Stock | 4,086 | $593,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 864 | $499,000 | thousands, detected and multiplied | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 4,783 | $474,000 | thousands, detected and multiplied | |
| Tesla Motors, Inc | 88160R101 | COM | 1,265 | $470,000 | thousands, detected and multiplied | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 2,620 | $454,000 | thousands, detected and multiplied | |
| Southern Company | 842587107 | COM | 4,710 | $454,000 | thousands, detected and multiplied | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 7,001 | $450,000 | thousands, detected and multiplied | |
| Amgen Inc. | 031162100 | COM | 1,237 | $435,000 | thousands, detected and multiplied | |
| Bristol-Myers Squibb Company | 110122108 | COM | 6,660 | $403,000 | thousands, detected and multiplied | |
| PPG INDS INC COM | 693506107 | Stock | 3,700 | $395,000 | thousands, detected and multiplied | |
| Qualcomm Incorporated | 747525103 | COM | 3,020 | $388,000 | thousands, detected and multiplied | |
| Danaher Corporation | 235851102 | COM | 1,918 | $363,000 | thousands, detected and multiplied | |
| iShares Global Tech ETF | 464287291 | SHS | 3,600 | $359,000 | thousands, detected and multiplied | |
| Pfizer Inc. | 717081103 | COM | 12,009 | $337,000 | thousands, detected and multiplied | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,630 | $331,000 | thousands, detected and multiplied | |
| NUCOR CORP COM | 670346105 | Stock | 1,936 | $327,000 | thousands, detected and multiplied | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,635 | $315,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 290 | $288,000 | thousands, detected and multiplied | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,955 | $285,000 | thousands, detected and multiplied | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 643 | $274,000 | thousands, detected and multiplied | |
| General Electric Company | 369604301 | COM | 965 | $273,000 | thousands, detected and multiplied | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 768 | $273,000 | thousands, detected and multiplied | |
| Applied Materials,Inc. | 038222105 | COM | 795 | $271,000 | thousands, detected and multiplied | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 770 | $264,000 | thousands, detected and multiplied | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 300 | $253,000 | thousands, detected and multiplied | |
| BXP INC COM | 101121101 | REIT | 4,850 | $251,000 | thousands, detected and multiplied | |
| American Express Company | 025816109 | COM | 800 | $241,000 | thousands, detected and multiplied | |
| MASCO CORP | 574599106 | COM | 4,000 | $241,000 | thousands, detected and multiplied | |
| Lowes Companies,Inc. | 548661107 | COM | 980 | $231,000 | thousands, detected and multiplied | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,150 | $227,000 | thousands, detected and multiplied | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 1,902 | $220,000 | thousands, detected and multiplied | |
| GE Vernova Inc. | 36828A101 | COM | 249 | $217,000 | thousands, detected and multiplied | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 2,880 | $209,000 | thousands, detected and multiplied | |
| AFLAC INC COM | 001055102 | Stock | 1,880 | $206,000 | thousands, detected and multiplied | |
| Texas Instruments Incorporated | 882508104 | COM | 1,060 | $205,000 | thousands, detected and multiplied | |
| UnitedHealth Group Inc | 91324P102 | COM | 740 | $200,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001259261-26-000004 | this filing | 2026-04-10 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001259261-26-000010 | base | 2026-08-26 | acceptance time not in the bulk data set |