BOSTON RESEARCH & MANAGEMENT INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 64.8%; sector active share 18.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
120 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 20.0% | $89,474,557 |
| Technology | 13.5% | $60,470,555 |
| Healthcare | 12.0% | $53,625,760 |
| Financial Services | 10.2% | $45,524,438 |
| Consumer Defensive | 10.2% | $45,393,646 |
| Industrials | 10.1% | $45,273,737 |
| Consumer Cyclical | 7.9% | $35,208,141 |
| Communication Services | 7.3% | $32,845,615 |
| Utilities | 2.9% | $12,924,172 |
| Energy | 2.9% | $12,818,820 |
| Basic Materials | 2.0% | $8,987,935 |
| Real Estate | 1.0% | $4,562,045 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LOW | Lowes Companies Inc | +21,765 | 22,745 | $5,015,045 | |
| CMCSA | Comcast Corp | +2,155 | 125,131 | $3,071,966 | |
| IWF | iShares Russell 1000 Growth ETF | +1,877 | 2,520 | $312,908 | |
| XYL | Xylem Inc. | +882 | 57,009 | $6,739,033 | |
| SYY | Sysco Corp | +815 | 68,451 | $5,721,134 | |
| MDT | Medtronic plc | +654 | 51,201 | $4,005,454 | |
| PEP | Pepsico Inc | +395 | 34,145 | $4,623,233 | |
| VZ | Verizon Communications Inc | +383 | 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 | |
| — | +60 | 7,061 | $490,739 | ||
| RSP | Victory Portfolios II | +57 | 4,705 | $1,001,082 | |
| LMT | Lockheed Martin Corp | +16 | 11,177 | $5,694,234 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GIS | General Mills Inc | −3,722 | 104,150 | $3,624,420 | |
| IEMG | iShares Trust | −2,564 | 100,742 | $8,345,467 | |
| WMT | Walmart Inc. | −2,390 | 107,734 | $12,201,952 | |
| CSCO | Cisco Systems, Inc. | −1,785 | 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 | |
| IEFA | iShares Core MSCI EAFE ETF | −985 | 68,567 | $6,622,200 | |
| 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 | |
| GOOGL | Alphabet Inc. | −710 | 43,406 | $15,512,002 | |
| NVDA | Nvidia Corp | −572 | 38,473 | $7,698,062 | |
| AAPL | Apple Inc. | −551 | 49,123 | $14,214,231 | |
| HYD | VanEck High Yield Muni ETF | −544 | 11,696 | $602,460 | |
| IJH | iShares Core S&P Mid-Cap ETF | −526 | 49,967 | $3,852,955 | |
| IWM | iShares Russell 2000 ETF | −470 | 18,027 | $5,416,212 | |
| KO | Coca Cola Co | −460 | 73,647 | $5,985,291 | |
| PFF | iShares Preferred and Income Securities ETF | −432 | 31,100 | $948,239 | |
| IJR | iShares Core S&P Small-Cap ETF | −427 | 75,300 | $11,167,743 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | −335 | 74,398 | $3,951,277 | |
| BRK-B | Berkshire Hathaway Inc | −306 | 17,366 | $8,689,772 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | −303 | 31,823 | $2,544,885 | |
| RTX | RTX Corp | −255 | 1,380 | $261,827 | |
| XOM | ExxonMobil Holdings Corp | −240 | 52,945 | $7,238,640 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 2,700 | $377,001 | |
| — | 945 | $232,668 | ||
| A | Agilent Technologies, Inc. | 1,737 | $230,725 | |
| CWB | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF | 2,009 | $216,610 | |
| 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| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 28,863 | $21,615,212 | 4.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 43,406 | $15,512,002 | 3.47% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 123,742 | $14,534,735 | 3.25% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 49,123 | $14,214,231 | 3.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 36,953 | $13,784,208 | 3.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 107,734 | $12,201,952 | 2.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 48,129 | $12,111,181 | 2.71% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 75,300 | $11,167,743 | 2.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 32,195 | $10,538,389 | 2.36% | |
| FAST |
Fastenal Co
Industrials
|
Reduced | 199,875 | $9,599,996 | 2.15% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 63,884 | $9,238,265 | 2.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 17,366 | $8,689,772 | 1.94% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 16,607 | $8,529,355 | 1.91% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 65,845 | $8,461,082 | 1.89% | |
| IEMG |
iShares Trust
|
Reduced | 100,742 | $8,345,467 | 1.87% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 15,624 | $8,107,918 | 1.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 33,369 | $7,953,167 | 1.78% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 38,473 | $7,698,062 | 1.72% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 52,945 | $7,238,640 | 1.62% | |
| SNA |
Snap-on Inc
Industrials
|
Reduced | 17,731 | $7,134,954 | 1.60% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 46,908 | $6,878,589 | 1.54% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 57,009 | $6,739,033 | 1.51% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 68,567 | $6,622,200 | 1.48% | |
| DHI |
Horton D R Inc
Consumer Cyclical
|
Reduced | 40,067 | $6,526,112 | 1.46% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Reduced | 23,271 | $6,515,880 | 1.46% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 24,010 | $6,490,143 | 1.45% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 73,786 | $6,476,197 | 1.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 73,647 | $5,985,291 | 1.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 4,833 | $5,796,845 | 1.30% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 45,624 | $5,775,085 | 1.29% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 68,451 | $5,721,134 | 1.28% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 11,177 | $5,694,234 | 1.27% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 93,913 | $5,672,345 | 1.27% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 60,464 | $5,543,339 | 1.24% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 10,974 | $5,501,924 | 1.23% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 18,027 | $5,416,212 | 1.21% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 59,474 | $5,396,670 | 1.21% | |
| TSCO |
Tractor Supply Co
Consumer Cyclical
|
Reduced | 169,260 | $5,350,308 | 1.20% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,971 | $5,205,733 | 1.16% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 22,745 | $5,015,045 | 1.12% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 34,145 | $4,623,233 | 1.03% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 108,377 | $4,588,682 | 1.03% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 47,627 | $4,584,098 | 1.03% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 12,380 | $4,581,095 | 1.02% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 42,352 | $4,552,840 | 1.02% | |
| COP |
Conocophillips
Energy
|
Reduced | 41,367 | $4,300,513 | 0.96% | |
| EQIX |
Equinix Inc
Real Estate
|
Reduced | 4,068 | $4,240,442 | 0.95% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 51,201 | $4,005,454 | 0.90% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Reduced | 74,398 | $3,951,277 | 0.88% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 49,967 | $3,852,955 | 0.86% |
Showing the top 50 of 120 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.