BOSTON RESEARCH & MANAGEMENT INC

CIK

1259261

Location

MANCHESTER, MA

Portfolio Value

Micro $46,115,883

Diversification

Diversified

Filing Date

Global Rank

#3,170 / 8,588 ▲ 28

Top Industry

Drug Manufacturers - General 7.8%

3Y Alpha vs SPY

-9.6%

Period ended 3 months ago

Filed Apr 10, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+37.9%

SPY

+76.8%

Annualised alpha

-9.6%

Max drawdown

−13.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

92 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.9%

−1.4 pts

Top 5

18.1%

−1.9 pts

Top 10

31.3%

−2.3 pts

HHI

208

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	15.4%	$53,764,122	13
Healthcare	14.5%	$50,531,190	14
Consumer Defensive	13.2%	$46,115,883	10
Industrials	12.4%	$43,357,586	16
Financial Services	11.9%	$41,406,587	10
Consumer Cyclical	9.0%	$31,516,064	8
Communication Services	8.6%	$29,843,643	5
Energy	4.6%	$16,106,555	3
Utilities	3.9%	$13,531,222	4
Unclassified	2.8%	$9,936,578	4
Basic Materials	2.4%	$8,539,976	3
Real Estate	1.2%	$4,276,580	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+26,005	122,976	$3,530,640
GIS	General Mills Inc	+7,793	107,872	$4,014,995
ADBE	Adobe Inc.	+3,439	13,728	$3,337,002
UPS	United Parcel Service Inc	+3,172	42,437	$4,174,952
ABT	Abbott Laboratories	+2,955	59,676	$6,126,934
TSCO	Tractor Supply Co /De/	+2,795	169,475	$7,677,217
DIS	Walt Disney Co	+1,825	48,377	$4,662,575
MDT	Medtronic plc	+1,508	50,546	$4,379,810
LLY	ELI LILLY & Co	+685	4,833	$4,445,248
CL	Colgate Palmolive Co	+595	60,669	$5,170,818
MRK	Merck & Co., Inc.	+578	66,572	$8,007,945
LIN	Linde PLC	+438	15,768	$7,817,143
COP	Conocophillips	+382	41,560	$5,485,920
DUK	Duke Energy CORP	+305	45,712	$5,985,529
TMO	Thermo Fisher Scientific Inc.	+235	10,814	$5,315,405
EQIX	Equinix Inc	+193	4,106	$4,024,865
SYY	Sysco Corp	+75	67,635	$4,824,404
AMZN	Amazon Com Inc	+45	33,584	$6,994,539
QQQ	Invesco Qqq Trust, Series 1	+20	864	$498,683
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−3,909	49,674	$12,606,764
XOM	Exxon Mobil Corp	−3,851	53,185	$9,023,367
WMT	Walmart Inc.	−2,370	110,124	$13,686,210
MA	Mastercard Inc	−2,360	16,752	$8,370,304
MSFT	Microsoft Corp	−2,325	36,860	$13,644,466
GOOGL	Alphabet Inc.	−1,533	44,116	$12,685,996
XYL	Xylem Inc.	−1,518	56,127	$6,707,176
FAST	Fastenal Co	−1,500	201,370	$9,343,568
GE	General Electric Co	−1,408	965	$273,838
PFE	Pfizer Inc	−788	12,009	$337,212
CSCO	Cisco Systems, Inc.	−788	125,526	$9,739,562
JPM	Jpmorgan Chase & Co	−692	32,363	$9,519,900
NEE	Nextera Energy Inc	−635	73,976	$6,870,890
ACN	Accenture plc	−612	17,696	$3,508,939
DHI	Horton D R Inc /De/	−527	40,290	$5,528,593
KO	Coca Cola Co	−523	74,107	$5,635,837
VZ	Verizon Communications Inc	−482	107,993	$5,421,248
BRK-B	Berkshire Hathaway Inc	−433	17,672	$8,468,422
DIA	Spdr Dow Jones Industrial Average ETF Trust	−425	1,627	$753,610
PG	PROCTER & GAMBLE Co	−373	46,797	$6,759,358
GEV	GE Vernova Inc.	−351	249	$217,352
ABBV	AbbVie Inc.	−335	48,353	$10,516,293
MMM	3M Co	−308	4,086	$593,409
GPC	Genuine Parts Co	−240	2,150	$227,362
LH	Labcorp Holdings Inc.	−235	23,308	$6,218,807
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ADM	Archer-Daniels-Midland Co	2,880	$209,347
TXN	Texas Instruments Inc	1,060	$205,788
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
YUM	Yum Brands Inc	4,320	$653,529
BA	Boeing Co	1,300	$282,256
A	Agilent Technologies, Inc.	1,737	$236,353
CHRW	C. H. Robinson Worldwide, Inc.	1,390	$223,456
YUMC	Yum China Holdings, Inc.	4,389	$209,530
CVS	CVS HEALTH Corp	2,539	$201,495
ESBA	Empire State Realty OP, L.P.	10,754	$67,750
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $46,115,883 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	110,124	-2,370	$13,686,210	+9.2%	29.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	46,797	-373	$6,759,358	−0.0%	14.66%
KO	Coca Cola Co Consumer Defensive	Reduced	74,107	-523	$5,635,837	+8.0%	12.22%
PEP	Pepsico Inc Consumer Defensive	Reduced	33,749	-210	$5,240,882	+7.5%	11.36%
CL	Colgate Palmolive Co Consumer Defensive	Added	60,669	+595	$5,170,818	+8.9%	11.21%
SYY	Sysco Corp Consumer Defensive	Added	67,635	+75	$4,824,404	−3.1%	10.46%
GIS	General Mills Inc Consumer Defensive	Added	107,872	+7,793	$4,014,995	−13.7%	8.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	290	0	$288,964	+15.5%	0.63%
KMB	Kimberly Clark Corp Consumer Defensive	Held	2,955	0	$285,068	−4.4%	0.62%
ADM	Archer-Daniels-Midland Co Consumer Defensive	NEW	2,880	NEW	$209,347	NEW	0.45%