13F-HR/A filed by BOSTON RESEARCH & MANAGEMENT INC
BOSTON RESEARCH & MANAGEMENT INC filed this 13F-HR/A for the quarter ended 2025-03-31, accepted by EDGAR 2026-09-09 19:40:49 UTC, with 117 holding rows worth $409,002,789.
- Accession
- 0001259261-26-000018
- Filer
- CIK 1259261
- Filed
- 2026-09-09
- Accepted by EDGAR
- Ingested
- Source
- EDGAR daily index
13F report for Q1 2025
A holdings report, amendment of type new holdings, 117 entries on the cover page, a total value of $409,002,789 stated on the cover page (in dollars after the unit check, H1), rows summing to $409,002,789 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 30,409 | $17,086,722 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 42,224 | $15,850,288 | dollars as filed | |
| Apple Inc | 037833100 | COM | 57,146 | $12,693,861 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 21,070 | $11,549,010 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 131,354 | $11,531,568 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 51,118 | $10,710,244 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 19,292 | $10,274,268 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 174,970 | $9,640,847 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 146,894 | $9,064,820 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 35,631 | $8,740,170 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 107,392 | $8,328,250 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 52,679 | $8,146,281 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 60,137 | $7,977,109 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 65,517 | $7,826,661 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 25,031 | $7,818,778 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 73,951 | $7,733,063 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 44,422 | $7,570,398 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 89,037 | $7,467,534 | dollars as filed | |
| Linde plc | G54950103 | COM | 15,972 | $7,437,253 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 110,646 | $6,615,525 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 34,615 | $6,585,770 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 53,412 | $6,352,290 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 18,461 | $6,221,542 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 63,801 | $5,978,154 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 18,765 | $5,855,474 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 105,778 | $5,708,850 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 63,596 | $5,708,404 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 24,525 | $5,707,949 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 77,627 | $5,559,646 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 44,807 | $5,465,110 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 35,398 | $5,307,502 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 74,778 | $5,301,013 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 69,129 | $5,229,633 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 40,238 | $5,115,457 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 11,181 | $4,994,741 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 66,005 | $4,953,000 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 134,174 | $4,951,029 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 103,655 | $4,701,808 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 9,385 | $4,669,981 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 49,781 | $4,652,067 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 46,635 | $4,602,875 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 11,874 | $4,554,036 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 39,952 | $4,394,321 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 48,852 | $4,389,801 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 39,480 | $4,278,843 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 21,008 | $4,190,907 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 20,270 | $4,166,094 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 49,926 | $4,139,365 | dollars as filed | |
| SPY | 78462F103 | SHS | 7,094 | $3,968,468 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 93,093 | $3,930,400 | dollars as filed | |
| ALBEMARLE CORP | 012653200 | 7.25% DEP SHS A | 108,440 | $3,865,886 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 33,518 | $3,520,086 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,188 | $3,458,912 | dollars as filed | |
| VTI | 922908769 | COM | 12,380 | $3,402,520 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 8,805 | $3,226,945 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 50,143 | $2,956,432 | dollars as filed | |
| IJH | 464287507 | COM | 48,743 | $2,844,183 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 32,269 | $2,545,736 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 10,191 | $2,259,855 | dollars as filed | |
| VANECK ETF TRUST | 92189F726 | BIOTECH ETF | 11,601 | $1,825,186 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 4,354 | $1,620,777 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 9,661 | $1,602,181 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 12,027 | $1,538,254 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,725 | $1,519,337 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 8,608 | $1,440,033 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 10,154 | $1,419,631 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 3,367 | $1,413,736 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 20,273 | $1,229,761 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 3,542 | $1,168,152 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 7,555 | $1,165,586 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 20,994 | $1,067,149 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 18,678 | $955,941 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 3,213 | $799,049 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 3,090 | $715,366 | dollars as filed | |
| VWO | 922042858 | SHS | 15,048 | $681,073 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 4,320 | $679,796 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 4,394 | $645,303 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,580 | $639,866 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 2,620 | $639,359 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,100 | $559,164 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,715 | $523,984 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 8,509 | $489,864 | dollars as filed | |
| General Electric Company | 369604301 | COM | 2,413 | $482,962 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 15,665 | $481,386 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,730 | $472,940 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 3,020 | $463,903 | dollars as filed | |
| Southern Company | 842587107 | COM | 4,710 | $433,085 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,030 | $430,927 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 4,314 | $426,767 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 6,660 | $406,194 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 3,700 | $404,595 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,918 | $393,190 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 740 | $387,575 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,237 | $385,388 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 15,027 | $380,785 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 777 | $364,523 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,265 | $327,838 | dollars as filed | |
| BXP INC COM | 101121101 | REIT | 4,850 | $325,872 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,390 | $284,745 | dollars as filed | |
| MASCO CORP | 574599106 | COM | 4,000 | $278,160 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 290 | $274,277 | dollars as filed | |
| iShares Global Tech ETF | 464287291 | SHS | 3,600 | $272,664 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 722 | $260,707 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 8,680 | $240,350 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 768 | $235,577 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 1,936 | $232,979 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 980 | $228,566 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 4,320 | $224,900 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,300 | $221,715 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,670 | $221,209 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,841 | $215,361 | dollars as filed | |
| American Express Company | 025816109 | COM | 800 | $215,240 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 770 | $209,887 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 1,880 | $209,038 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 1,902 | $207,280 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 1,375 | $202,469 | dollars as filed | |
| EMPIRE ST RLTY OP L P | 292102100 | UNIT LTD PRTNSP | 10,754 | $83,452 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001259261-25-000005 | superseded | 2025-05-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001259261-26-000018 | this filing | 2026-09-09 |