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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 2025-06-30, accepted by EDGAR 2026-09-04 18:18:45 UTC, with 117 holding rows worth $423,306,746.

Accession
0001259261-26-000016
Filer
CIK 1259261
Filed
2026-09-04
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q2 2025

A holdings report, amendment of type new holdings, 117 entries on the cover page, a total value of $423,306,746 stated on the cover page (in dollars after the unit check, H1), rows summing to $423,306,746 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
Microsoft Corp594918104COM41,500$20,642,277dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS29,624$18,393,514dollars as filed
Walmart Inc.931142103COM129,461$12,658,697dollars as filed
Apple Inc037833100COM57,443$11,785,598dollars as filed
MasterCard, Inc57636Q104COM20,516$11,528,892dollars as filed
JPMorgan Chase & Co46625H100COM35,089$10,172,517dollars as filed
Cisco Systems,Inc.17275R102COM145,129$10,069,041dollars as filed
AbbVie,Inc.00287Y109COM51,286$9,519,708dollars as filed
TRACTOR SUPPLY CO COM892356106Stock176,580$9,318,127dollars as filed
Berkshire Hathaway Inc084670702COM18,995$9,226,959dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM52,113$9,183,874dollars as filed
FASTENAL CO COM311900104Stock211,802$8,895,684dollars as filed
XYLEM INC COM98419M100Stock64,952$8,402,191dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS76,260$8,334,403dollars as filed
Abbott Laboratories002824100COM58,703$7,984,130dollars as filed
BANK OF NY MELLON CORP COM064058100Stock86,689$7,898,235dollars as filed
Amazon.com, Inc023135106COM34,875$7,651,134dollars as filed
Linde plcG54950103COM15,924$7,471,274dollars as filed
McDonalds Corporation580135101COM25,148$7,347,346dollars as filed
Procter & Gamble Co742718109COM44,977$7,165,736dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS107,177$6,433,852dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock24,221$6,358,255dollars as filed
NVIDIA Corp67066G104COM39,380$6,221,649dollars as filed
EXXON MOBIL CORP30231G102COM54,774$5,904,638dollars as filed
SNAP ON INC COM833034101Stock18,967$5,902,152dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS70,670$5,899,534dollars as filed
GENERAL MILLS INC COM370334104Stock113,802$5,896,061dollars as filed
Walt Disney Co254687106COM46,480$5,763,985dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock63,248$5,749,244dollars as filed
Accenture Plc Class AG1151C101COM19,135$5,719,344dollars as filed
D R HORTON INC COM23331A109Stock42,522$5,481,937dollars as filed
Duke Energy Corporation26441C204COM45,760$5,399,680dollars as filed
Coca-Cola Company191216100COM75,979$5,375,515dollars as filed
Merck & Co.,Inc.58933Y105COM67,625$5,353,219dollars as filed
NextEra Energy,Inc.65339F101COM76,923$5,339,995dollars as filed
Lockheed Martin Corporation539830109COM11,529$5,339,621dollars as filed
SYSCOCORP871829107COM68,311$5,173,848dollars as filed
Comcast Corp20030N101COM137,616$4,911,504dollars as filed
PepsiCo,Inc.713448108COM36,575$4,829,297dollars as filed
Verizon Communications Inc92343V104COM107,962$4,671,506dollars as filed
Adobe Inc00724F101COM11,938$4,618,574dollars as filed
iShares Russell 2000 ETF464287655SHS20,975$4,526,218dollars as filed
CINTAS CORP COM172908105Stock20,270$4,517,575dollars as filed
Thermo Fisher Scientific Inc.883556102COM10,981$4,452,361dollars as filed
USBANCORPDEL902973304COM NEW98,040$4,436,290dollars as filed
Medtronic PlcG5960L103COM50,629$4,413,291dollars as filed
SPY78462F103SHS7,095$4,383,817dollars as filed
United Parcel Service,Inc. Class B911312106COM42,743$4,314,479dollars as filed
ALBEMARLE CORP0126532007.25% DEP SHS A121,960$3,914,916dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS44,546$3,777,976dollars as filed
VTI922908769COM12,380$3,762,654dollars as filed
OMNICOM GROUP INC COM681919106Stock50,261$3,615,777dollars as filed
ConocoPhillips20825C104COM39,552$3,549,419dollars as filed
Eli Lilly and Company532457108COM4,188$3,264,672dollars as filed
Home Depot, Inc437076102COM8,805$3,228,266dollars as filed
IJH464287507COM50,235$3,115,605dollars as filed
iShares Gold Trust464285204COM49,863$3,109,457dollars as filed
ISHARES TR464288513IBOXX HI YD ETF31,784$2,563,346dollars as filed
Vanguard Small-Cap ETF922908751SHS9,993$2,368,142dollars as filed
Oracle Corporation68389X105COM9,899$2,164,219dollars as filed
Stryker Corporation863667101COM4,354$1,722,574dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM9,650$1,711,814dollars as filed
VANECK ETF TRUST92189F726BIOTECH ETF10,921$1,673,971dollars as filed
Johnson & Johnson478160104COM9,661$1,475,718dollars as filed
ISHARES TR464287556ISHARES BIOTECH11,503$1,455,245dollars as filed
Caterpillar Inc.149123101COM3,542$1,375,040dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS18,523$1,245,117dollars as filed
Chevron Corporation166764100COM8,520$1,219,979dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS20,216$1,152,541dollars as filed
PAYCHEX INC704326107COM7,555$1,098,951dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 12,412$1,062,848dollars as filed
International Business Machines Corporation459200101COM3,213$947,251dollars as filed
VanEck High Yield Muni ETF92189H409SHS17,008$853,972dollars as filed
Waste Management, Inc.94106L109COM3,090$707,054dollars as filed
VWO922042858SHS14,126$698,672dollars as filed
EMERSON ELEC CO COM291011104Stock5,100$679,983dollars as filed
3M CO COM88579Y101Stock4,394$668,943dollars as filed
YUM BRANDS INC COM988498101Stock4,320$640,138dollars as filed
ILLINOIS TOOL WKS INC452308109COM2,580$637,905dollars as filed
General Electric Company369604301COM2,373$610,787dollars as filed
Marsh & McLennan Companies,Inc.571748102COM2,620$572,837dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM3,091$561,800dollars as filed
Automatic Data Processing,Inc.053015103COM1,630$502,692dollars as filed
Qualcomm Incorporated747525103COM3,020$480,966dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS4,706$466,801dollars as filed
INVESCO QQQ TR46090E103COM845$465,975dollars as filed
ISHARES TR464288687COM15,060$462,041dollars as filed
ISHARES TR464289867CORE 60 BALA ETF7,289$448,784dollars as filed
Southern Company842587107COM4,710$432,520dollars as filed
PPG INDS INC COM693506107Stock3,700$420,875dollars as filed
Tesla Motors, Inc88160R101COM1,265$401,840dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock3,030$390,628dollars as filed
Danaher Corporation235851102COM1,918$378,882dollars as filed
Pfizer Inc.717081103COM15,027$364,255dollars as filed
Amgen Inc.031162100COM1,237$345,383dollars as filed
iShares Global Tech ETF464287291SHS3,600$332,424dollars as filed
BXP INC COM101121101REIT4,850$327,230dollars as filed
GE Vernova Inc.36828A101COM600$317,490dollars as filed
Bristol-Myers Squibb Company110122108COM6,660$308,292dollars as filed
GENUINE PARTS CO COM372460105Stock2,390$289,931dollars as filed
Costco Wholesale Corporation22160K105COM290$287,083dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK643$273,005dollars as filed
Boeing Company097023105COM1,300$272,389dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF768$260,790dollars as filed
MASCO CORP574599106COM4,000$257,440dollars as filed
American Express Company025816109COM800$255,184dollars as filed
NUCOR CORP COM670346105Stock1,936$250,790dollars as filed
Raytheon Technologies Corporation75513E101COM1,635$238,743dollars as filed
UnitedHealth Group Inc91324P102COM740$230,858dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock770$224,579dollars as filed
WORTHINGTON ENTERPRISES INC981811102COM3,500$222,740dollars as filed
Texas Instruments Incorporated882508104COM1,060$220,078dollars as filed
Lowes Companies,Inc.548661107COM980$217,433dollars as filed
Goldman Sachs Group,Inc.38141G104COM300$212,325dollars as filed
HP INC COM40434L105Stock8,680$212,313dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock1,737$204,984dollars as filed
EMPIRE ST RLTY OP L P292102100UNIT LTD PRTNSP10,754$84,636dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001259261-25-000007 superseded2025-08-12acceptance time not in the bulk data set
13F-HR/A 0001259261-26-000016this filing2026-09-04