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Disclosery

13F-HR/A filed by BOSTON RESEARCH & MANAGEMENT INC

BOSTON RESEARCH & MANAGEMENT INC filed this 13F-HR/A for the quarter ended 2026-03-31, filed 2026-08-26, with 115 holding rows worth $428,291,093.

Accession
0001259261-26-000010
Filer
CIK 1259261
Filed
2026-08-26
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, amendment of type new holdings, 115 entries on the cover page, a total value of $428,291,093 stated on the cover page (in dollars after the unit check, H1), rows summing to $428,291,093 with VALUE read as dollars as filed, 13F file number 028-10522. The quarter's positions are built on this report. 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 filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS29,067$18,986,846dollars as filed
Walmart Inc.931142103COM110,124$13,686,211dollars as filed
Microsoft Corp594918104COM36,860$13,644,486dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM44,116$12,686,067dollars as filed
Apple Inc037833100COM49,674$12,606,787dollars as filed
AbbVie,Inc.00287Y109COM48,353$10,516,294dollars as filed
Cisco Systems,Inc.17275R102COM125,527$9,739,629dollars as filed
JPMorgan Chase & Co46625H100COM32,364$9,520,058dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS75,727$9,413,685dollars as filed
FASTENAL CO COM311900104Stock201,370$9,343,568dollars as filed
EXXON MOBIL CORP30231G102COM53,185$9,023,368dollars as filed
Berkshire Hathaway Inc084670702COM17,672$8,468,423dollars as filed
MasterCard, Inc57636Q104COM16,753$8,370,782dollars as filed
Merck & Co.,Inc.58933Y105COM66,572$8,007,981dollars as filed
Linde plcG54950103COM15,768$7,817,198dollars as filed
TRACTOR SUPPLY CO COM892356106Stock169,475$7,677,218dollars as filed
BANK OF NY MELLON CORP COM064058100Stock64,639$7,668,166dollars as filed
McDonalds Corporation580135101COM24,103$7,490,816dollars as filed
ALBEMARLE CORP0126532007.25% DEP SHS A100,820$7,243,917dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS103,306$7,205,578dollars as filed
Amazon.com, Inc023135106COM33,584$6,994,556dollars as filed
NextEra Energy,Inc.65339F101COM73,976$6,870,891dollars as filed
NVIDIA Corp67066G104COM39,045$6,809,451dollars as filed
Procter & Gamble Co742718109COM46,797$6,759,382dollars as filed
Lockheed Martin Corporation539830109COM11,161$6,745,701dollars as filed
XYLEM INC COM98419M100Stock56,127$6,707,177dollars as filed
SNAP ON INC COM833034101Stock17,954$6,521,252dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS69,552$6,296,566dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock23,309$6,219,001dollars as filed
Abbott Laboratories002824100COM59,677$6,126,989dollars as filed
Duke Energy Corporation26441C204COM45,712$5,985,530dollars as filed
Coca-Cola Company191216100COM74,107$5,635,838dollars as filed
D R HORTON INC COM23331A109Stock40,290$5,528,594dollars as filed
ConocoPhillips20825C104COM41,560$5,485,952dollars as filed
Verizon Communications Inc92343V104COM107,994$5,421,288dollars as filed
Thermo Fisher Scientific Inc.883556102COM10,814$5,315,411dollars as filed
PepsiCo,Inc.713448108COM33,750$5,240,960dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock60,669$5,170,819dollars as filed
USBANCORPDEL902973304COM NEW95,058$4,943,982dollars as filed
SYSCOCORP871829107COM67,636$4,824,450dollars as filed
Walt Disney Co254687106COM48,377$4,662,605dollars as filed
iShares Russell 2000 ETF464287655SHS18,497$4,587,282dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS74,733$4,578,125dollars as filed
SPY78462F103SHS7,006$4,556,462dollars as filed
Eli Lilly and Company532457108COM4,833$4,445,249dollars as filed
Medtronic PlcG5960L103COM50,547$4,379,859dollars as filed
United Parcel Service,Inc. Class B911312106COM42,437$4,174,953dollars as filed
iShares Gold Trust464285204COM46,825$4,128,048dollars as filed
EQUINIX INC COM29444U700REIT4,106$4,024,866dollars as filed
GENERAL MILLS INC COM370334104Stock107,872$4,014,996dollars as filed
VTI922908769COM12,380$3,971,628dollars as filed
OMNICOM GROUP INC COM681919106Stock47,048$3,543,185dollars as filed
Comcast Corp20030N101COM122,976$3,530,649dollars as filed
Accenture Plc Class AG1151C101COM17,696$3,508,968dollars as filed
CINTAS CORP COM172908105Stock20,270$3,428,468dollars as filed
IJH464287507COM50,493$3,409,826dollars as filed
Adobe Inc00724F101COM13,729$3,337,124dollars as filed
Home Depot, Inc437076102COM8,805$2,895,877dollars as filed
ISHARES TR464288513IBOXX HI YD ETF32,126$2,555,913dollars as filed
Caterpillar Inc.149123101COM3,502$2,481,027dollars as filed
Johnson & Johnson478160104COM9,613$2,349,802dollars as filed
Vanguard Small-Cap ETF922908751SHS8,360$2,189,652dollars as filed
Chevron Corporation166764100COM7,720$1,597,268dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,042$1,446,418dollars as filed
Oracle Corporation68389X105COM9,749$1,434,176dollars as filed
Stryker Corporation863667101COM4,354$1,430,681dollars as filed
INDEPENDENT BK CORP MASS453836108COM17,011$1,279,398dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS19,498$1,249,462dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS15,681$1,177,644dollars as filed
ISHARES TR464288687COM31,532$956,051dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM4,648$891,960dollars as filed
International Business Machines Corporation459200101COM3,260$790,293dollars as filed
VWO922042858SHS13,964$754,755dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,627$753,611dollars as filed
Waste Management, Inc.94106L109COM3,090$710,052dollars as filed
PAYCHEX INC704326107COM7,555$695,967dollars as filed
ILLINOIS TOOL WKS INC452308109COM2,580$671,549dollars as filed
EMERSON ELEC CO COM291011104Stock5,100$668,202dollars as filed
VanEck High Yield Muni ETF92189H409SHS12,240$613,714dollars as filed
3M CO COM88579Y101Stock4,086$593,410dollars as filed
INVESCO QQQ TR46090E103COM865$499,112dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS4,784$474,895dollars as filed
Tesla Motors, Inc88160R101COM1,265$470,264dollars as filed
Southern Company842587107COM4,710$454,610dollars as filed
Marsh & McLennan Companies,Inc.571748102COM2,620$454,439dollars as filed
ISHARES TR464289867CORE 60 BALA ETF7,001$450,515dollars as filed
Amgen Inc.031162100COM1,237$435,239dollars as filed
Bristol-Myers Squibb Company110122108COM6,660$403,929dollars as filed
PPG INDS INC COM693506107Stock3,700$395,456dollars as filed
Qualcomm Incorporated747525103COM3,020$388,916dollars as filed
Danaher Corporation235851102COM1,918$363,653dollars as filed
iShares Global Tech ETF464287291SHS3,600$359,892dollars as filed
Pfizer Inc.717081103COM12,009$337,213dollars as filed
Automatic Data Processing,Inc.053015103COM1,630$331,184dollars as filed
NUCOR CORP COM670346105Stock1,936$327,378dollars as filed
Raytheon Technologies Corporation75513E101COM1,635$315,392dollars as filed
Costco Wholesale Corporation22160K105COM290$288,965dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,955$285,069dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK643$274,176dollars as filed
General Electric Company369604301COM965$273,839dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF768$273,839dollars as filed
Applied Materials,Inc.038222105COM795$271,724dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock770$264,280dollars as filed
Goldman Sachs Group,Inc.38141G104COM300$253,797dollars as filed
BXP INC COM101121101REIT4,850$251,715dollars as filed
American Express Company025816109COM800$241,984dollars as filed
MASCO CORP574599106COM4,000$241,480dollars as filed
Lowes Companies,Inc.548661107COM980$231,555dollars as filed
GENUINE PARTS CO COM372460105Stock2,150$227,363dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,902$220,195dollars as filed
GE Vernova Inc.36828A101COM249$217,353dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock2,880$209,348dollars as filed
AFLAC INC COM001055102Stock1,880$206,255dollars as filed
Texas Instruments Incorporated882508104COM1,060$205,789dollars as filed
UnitedHealth Group Inc91324P102COM740$200,237dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001259261-26-000004 superseded2026-04-10acceptance time not in the bulk data set
13F-HR/A 0001259261-26-000010this filing2026-08-26acceptance time not in the bulk data set