BOSTON RESEARCH & MANAGEMENT INC

CIK

1259261

Location

MANCHESTER, MA

Portfolio Value

Small $373,314,123

Diversification

Diversified

Filing Date

Global Rank

#3,245 / 8,517 ▲ 2

Top Industry

Drug Manufacturers - General 8.4%

3Y Alpha vs SPY

+2.1%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+83.6%

SPY

+75.3%

Annualised alpha

+1.9%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

100 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.6%

+0.6 pts

Top 5

19.3%

+1.1 pts

Top 10

32.7%

+1.5 pts

HHI

207

Diversified+3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	16.2%	$60,470,555	14
Healthcare	14.4%	$53,625,760	15
Financial Services	12.2%	$45,524,438	11
Consumer Defensive	12.2%	$45,393,646	10
Industrials	12.1%	$45,273,737	17
Consumer Cyclical	9.4%	$35,208,141	8
Communication Services	8.8%	$32,845,615	5
Unclassified	4.2%	$15,679,259	8
Utilities	3.5%	$12,924,172	4
Energy	3.4%	$12,818,820	3
Basic Materials	2.4%	$8,987,935	3
Real Estate	1.2%	$4,562,045	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
LOW	Lowes Companies Inc	+21,765	22,745	$5,015,045
CMCSA	Comcast Corp	+2,155	125,131	$3,071,966
XYL	Xylem Inc.	+882	57,009	$6,739,033
SYY	Sysco Corp	+816	68,451	$5,721,134
MDT	Medtronic plc	+655	51,201	$4,005,454
PEP	Pepsico Inc	+396	34,145	$4,623,233
VZ	Verizon Communications Inc	+384	108,377	$4,588,682
TMO	Thermo Fisher Scientific Inc.	+160	10,974	$5,501,924
PG	PROCTER & GAMBLE Co	+111	46,908	$6,878,589
MSFT	Microsoft Corp	+93	36,953	$13,784,208
LMT	Lockheed Martin Corp	+16	11,177	$5,694,234
IAU	Ishares Gold Trust	+1	46,825	$3,535,755
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GIS	General Mills Inc	−3,722	104,150	$3,624,420
WMT	Walmart Inc.	−2,390	107,734	$12,201,952
CSCO	Cisco Systems, Inc.	−1,784	123,742	$14,534,735
FAST	Fastenal Co	−1,495	199,875	$9,599,996
USB	US Bancorp De	−1,145	93,913	$5,672,345
OMC	Omnicom Group Inc.	−1,005	46,043	$3,353,311
GOOGL	Alphabet Inc.	−840	48,318	$17,247,558
BNY	Bank of New York Mellon Corp	−755	63,884	$9,238,265
DIS	Walt Disney Co	−750	47,627	$4,584,098
MRK	Merck & Co., Inc.	−727	65,845	$8,461,082
NVDA	Nvidia Corp	−572	38,473	$7,698,062
AAPL	Apple Inc.	−551	49,123	$14,214,231
KO	Coca Cola Co	−460	73,647	$5,985,291
BRK-B	Berkshire Hathaway Inc	−306	17,366	$8,689,772
RTX	RTX Corp	−255	1,380	$261,827
XOM	ExxonMobil Holdings Corp	−240	52,945	$7,238,640
ABBV	AbbVie Inc.	−224	48,129	$12,111,181
DHI	Horton D R Inc /De/	−223	40,067	$6,526,112
SNA	Snap-on Inc	−223	17,731	$7,134,954
AMZN	Amazon Com Inc	−215	33,369	$7,953,167
TSCO	Tractor Supply Co /De/	−215	169,260	$5,350,308
CL	Colgate Palmolive Co	−205	60,464	$5,543,339
ABT	Abbott Laboratories	−202	59,474	$5,396,670
COP	Conocophillips	−193	41,367	$4,300,513
NEE	Nextera Energy Inc	−190	73,786	$6,476,197
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,700	$377,001
VXF	Vanguard Extended Market ETF	945	$232,668
A	Agilent Technologies, Inc.	1,737	$230,725
ODFL	Old Dominion Freight Line, Inc.	980	$212,268
CB	Chubb Ltd	590	$201,036
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

100 tracked positions · $373,314,123 total · filing declares 121 positions · $452,634,705 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 100 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	48,318	-840	$17,247,558	+22.0%	4.62%
CSCO	Cisco Systems, Inc. Technology	Reduced	123,742	-1,784	$14,534,735	+49.2%	3.89%
AAPL	Apple Inc. Technology	Reduced	49,123	-551	$14,214,231	+12.8%	3.81%
MSFT	Microsoft Corp Technology	Added	36,953	+93	$13,784,208	+1.0%	3.69%
WMT	Walmart Inc. Consumer Defensive	Reduced	107,734	-2,390	$12,201,952	−10.8%	3.27%
ABBV	AbbVie Inc. Healthcare	Reduced	48,129	-224	$12,111,181	+15.2%	3.24%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	32,195	-168	$10,538,389	+10.7%	2.82%
FAST	Fastenal Co Industrials	Reduced	199,875	-1,495	$9,599,996	+2.7%	2.57%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	63,884	-755	$9,238,265	+20.5%	2.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,366	-306	$8,689,772	+2.6%	2.33%
MA	Mastercard Inc Financial Services	Reduced	16,607	-145	$8,529,355	+1.9%	2.28%
MRK	Merck & Co., Inc. Healthcare	Reduced	65,845	-727	$8,461,082	+5.7%	2.27%
LIN	Linde PLC Basic Materials	Reduced	15,624	-144	$8,107,918	+3.7%	2.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	33,369	-215	$7,953,167	+13.7%	2.13%
NVDA	Nvidia Corp Technology	Reduced	38,473	-572	$7,698,062	+13.0%	2.06%
XOM	ExxonMobil Holdings Corp Energy	Reduced	52,945	-240	$7,238,640	−19.8%	1.94%
SNA	Snap-on Inc Industrials	Reduced	17,731	-223	$7,134,954	+9.4%	1.91%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	46,908	+111	$6,878,589	+1.8%	1.84%
XYL	Xylem Inc. Industrials	Added	57,009	+882	$6,739,033	+0.5%	1.81%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	40,067	-223	$6,526,112	+18.0%	1.75%
LH	Labcorp Holdings Inc. Healthcare	Reduced	23,271	-37	$6,515,880	+4.8%	1.75%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	24,010	-92	$6,490,143	−13.4%	1.74%
NEE	Nextera Energy Inc Utilities	Reduced	73,786	-190	$6,476,197	−5.7%	1.73%
KO	Coca Cola Co Consumer Defensive	Reduced	73,647	-460	$5,985,291	+6.2%	1.60%
LLY	ELI LILLY & Co Healthcare	Held	4,833	0	$5,796,845	+30.4%	1.55%
DUK	Duke Energy CORP Utilities	Reduced	45,624	-88	$5,775,085	−3.5%	1.55%
SYY	Sysco Corp Consumer Defensive	Added	68,451	+816	$5,721,134	+18.6%	1.53%
LMT	Lockheed Martin Corp Industrials	Added	11,177	+16	$5,694,234	−15.6%	1.53%
USB	US Bancorp De Financial Services	Reduced	93,913	-1,145	$5,672,345	+14.7%	1.52%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	60,464	-205	$5,543,339	+7.2%	1.48%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	10,974	+160	$5,501,924	+3.5%	1.47%
ABT	Abbott Laboratories Healthcare	Reduced	59,474	-202	$5,396,670	−11.9%	1.45%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	169,260	-215	$5,350,308	−30.3%	1.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,971	-35	$5,205,733	+14.3%	1.39%
LOW	Lowes Companies Inc Consumer Cyclical	Added	22,745	+21,765	$5,015,045	+2065.8%	1.34%
PEP	Pepsico Inc Consumer Defensive	Added	34,145	+396	$4,623,233	−11.8%	1.24%
VZ	Verizon Communications Inc Communication Services	Added	108,377	+384	$4,588,682	−15.4%	1.23%
DIS	Walt Disney Co Communication Services	Reduced	47,627	-750	$4,584,098	−1.7%	1.23%
UPS	United Parcel Service Inc Industrials	Reduced	42,352	-85	$4,552,840	+9.1%	1.22%
COP	Conocophillips Energy	Reduced	41,367	-193	$4,300,513	−21.6%	1.15%
EQIX	Equinix Inc Real Estate	Reduced	4,068	-38	$4,240,442	+5.4%	1.14%
MDT	Medtronic plc Healthcare	Added	51,201	+655	$4,005,454	−8.5%	1.07%
GIS	General Mills Inc Consumer Defensive	Reduced	104,150	-3,722	$3,624,420	−9.7%	0.97%
CAT	Caterpillar Inc Industrials	Reduced	3,382	-120	$3,601,491	+45.2%	0.96%
IAU	Ishares Gold Trust	Added	46,825	+1	$3,535,755	−14.3%	0.95%
CTAS	Cintas Corp Industrials	Held	20,270	0	$3,447,521	+0.6%	0.92%
OMC	Omnicom Group Inc. Communication Services	Reduced	46,043	-1,005	$3,353,311	−5.4%	0.90%
HD	Home Depot, Inc. Consumer Cyclical	Held	8,805	0	$3,105,347	+7.2%	0.83%
CMCSA	Comcast Corp Communication Services	Added	125,131	+2,155	$3,071,966	−13.0%	0.82%
ADBE	Adobe Inc. Technology	Reduced	13,584	-144	$2,784,991	−16.5%	0.75%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.