The Analysis of BOSTON RESEARCH & MANAGEMENT INC's Holdings

Currently, BOSTON RESEARCH & MANAGEMENT INC holds 120 types of securities in its portfolio with a total value $433.7K. In the most recent quarter, they have increased their positions in IVV (+2.4K shares, valued at $1.6K), N/A (+33.0K shares, valued at $1.5K), IYK (+10.5K shares, valued at $701.9999999999999); decreased their positions in BK (-19.4K shares, valued at $2.3K), WMT (-16.4K shares, valued at $1.8K), N/A (-5.2K shares, valued at $1.6K); initiated new positions in IYK (+10.5K shares, valued at $702), AMAT (+975 shares, valued at $250), CHRW (+1.4K shares, valued at $223).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV iShares Core S&P 500 ETF31.8K shares8.17%2025-12-312026-02-11

MSFT Microsoft Corp39.2K shares-5.69%2025-12-312026-02-11

AAPL Apple Inc.53.6K shares-7.84%2025-12-312026-02-11

Alphabet, Inc. - Class A Alphabet, Inc. - Class A45.6K shares-10.19%2025-12-312026-02-11

WMT Wal-Mart Stores112.5K shares-12.74%2025-12-312026-02-11

AbbVie Inc. AbbVie Inc.48.7K shares-4.79%2025-12-312026-02-11

Mastercard, Inc. Mastercard, Inc.19.1K shares-6.43%2025-12-312026-02-11

J.P. Morgan Chase & Co. J.P. Morgan Chase & Co.33.1K shares-4.28%2025-12-312026-02-11

Sponsored

Cisco Systems, Inc. Cisco Systems, Inc.126.3K shares-12.71%2025-12-312026-02-11

IJR iShares Core S&P SmallCap ETF76.0K shares-0.14%2025-12-312026-02-11

Berkshire Hathaway Inc. Class Berkshire Hathaway Inc. Class18.1K shares-4.74%2025-12-312026-02-11

TSCO Tractor Supply Co166.7K shares-4.75%2025-12-312026-02-11

FAST Fastenal Co202.9K shares-3.26%2025-12-312026-02-11

Xylem Inc. Xylem Inc.57.6K shares-10.87%2025-12-312026-02-11

AMZN Amazon.com Inc33.5K shares-6.24%2025-12-312026-02-11

BK Bank of New York Mellon Corp64.8K shares-23.07%2025-12-312026-02-11

Sponsored

MCD McDonald's Corp24.2K shares-3.39%2025-12-312026-02-11

NVDA Nvidia39.2K shares-2.88%2025-12-312026-02-11

ABT Abbott Laboratories56.7K shares-4.41%2025-12-312026-02-11

iShares Core MSCI Emerging Mkt iShares Core MSCI Emerging Mkt103.9K shares-2.90%2025-12-312026-02-11

Merck & Co. Inc. Merck & Co. Inc.66.0K shares-2.40%2025-12-312026-02-11

Exxon Mobil Corp. Exxon Mobil Corp.57.0K shares1.45%2025-12-312026-02-11

PG Procter & Gamble Co47.2K shares-4.56%2025-12-312026-02-11

Linde PLC Linde PLC15.3K shares-3.84%2025-12-312026-02-11

Sponsored

SNA Snap-On Inc.18.1K shares-4.32%2025-12-312026-02-11

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF69.8K shares-1.13%2025-12-312026-02-11

TMO Thermo Fisher Scientific10.6K shares-3.57%2025-12-312026-02-11

NEE Nextera Energy Inc.74.6K shares-3.13%2025-12-312026-02-11

LH Labcorp Holdings23.5K shares-2.48%2025-12-312026-02-11

D.R. Horton, Inc. D.R. Horton, Inc.40.8K shares-3.72%2025-12-312026-02-11

LMT Lockheed Martin Corp11.3K shares-3.36%2025-12-312026-02-11

Duke Energy Corp. Duke Energy Corp.45.4K shares-0.29%2025-12-312026-02-11

Sponsored

DIS Walt Disney Co46.6K shares-1.71%2025-12-312026-02-11

KO Coca-Cola Company74.6K shares-4.00%2025-12-312026-02-11

USB US Bancorp95.1K shares-3.82%2025-12-312026-02-11

SYY Sysco Corp67.6K shares-1.71%2025-12-312026-02-11

IWM iShares Russell 2000 Index Fun20.0K shares-4.69%2025-12-312026-02-11

Accenture PLC Accenture PLC18.3K shares-7.79%2025-12-312026-02-11

PEP Pepsi Co Inc34.0K shares-5.62%2025-12-312026-02-11

SPY SPDR S&P 500 ETF7.0K shares0.00%2025-12-312026-02-11

Sponsored

CL Colgate-Palmolive Company60.1K shares-6.03%2025-12-312026-02-11

Medtronic Plc Medtronic Plc49.0K shares-3.43%2025-12-312026-02-11

GIS General Mills Inc Com100.1K shares-13.24%2025-12-312026-02-11

LLY Eli Lilly & Co4.1K shares-0.96%2025-12-312026-02-11

Verizon Communications Verizon Communications108.5K shares-0.16%2025-12-312026-02-11

VTI Vanguard Total Stock Market ET12.4K shares0.00%2025-12-312026-02-11

UPS United Parcel Services39.3K shares-12.62%2025-12-312026-02-11

COP ConocoPhillips41.2K shares2.50%2025-12-312026-02-11

Sponsored

CTAS Cintas Corporation20.3K shares0.00%2025-12-312026-02-11

OMC Omnicom Group Inc Com47.2K shares-4.95%2025-12-312026-02-11

iShares Comex Gold Trust iShares Comex Gold Trust47.0K shares-5.89%2025-12-312026-02-11

Adobe Inc Adobe Inc10.3K shares-18.78%2025-12-312026-02-11

IJH iShares Core S&P Midcap ETF52.3K shares2.53%2025-12-312026-02-11

AMEX Energy Sector SPDR AMEX Energy Sector SPDR75.7K shares77.25%2025-12-312026-02-11

HD Home Depot, Inc.8.8K shares0.00%2025-12-312026-02-11

Equinix Inc Equinix Inc3.9K shares15.02%2025-12-312026-02-11

Sponsored

CMCSA Comcast Corp Cl A Vtg97.0K shares-30.67%2025-12-312026-02-11

HYG iShares iBoxx High Yield Corp32.0K shares0.68%2025-12-312026-02-11

VB Vanguard Small-Cap ETF8.4K shares-15.89%2025-12-312026-02-11

Alphabet, Inc. - Class C Alphabet, Inc. - Class C6.5K shares-32.84%2025-12-312026-02-11

CAT Caterpillar3.5K shares-1.13%2025-12-312026-02-11

JNJ Johnson & Johnson9.6K shares0.00%2025-12-312026-02-11

ORCL Oracle Corp.9.8K shares0.00%2025-12-312026-02-11

SYK Stryker Corp4.4K shares0.00%2025-12-312026-02-11

Sponsored

VEA Vanguard Developed Markets ETF20.1K shares-0.73%2025-12-312026-02-11

INDB Independent Bank Corp Mass Com17.0K shares0.00%2025-12-312026-02-11

Invesco S&P 500 Equal Weight Invesco S&P 500 Equal Weight6.3K shares98.18%2025-12-312026-02-11

CVX Chevron Corp7.9K shares-7.04%2025-12-312026-02-11

VEU Vanguard FTSE All-World Ex-US15.7K shares-7.66%2025-12-312026-02-11

DIA SPDR DJIA ETF Trust2.1K shares-14.93%2025-12-312026-02-11

IBM Intl Business Machines Corp3.3K shares0.00%2025-12-312026-02-11

PFF iShares US Preferred Stock31.2K shares123.43%2025-12-312026-02-11

Sponsored

PAYX Paychex, Inc.7.6K shares0.00%2025-12-312026-02-11

VWO Vanguard Emerging Markets ETF14.0K shares-1.15%2025-12-312026-02-11

GE Aerospace GE Aerospace2.4K shares0.00%2025-12-312026-02-11

MMM 3M Co4.4K shares0.00%2025-12-312026-02-11

IYK iShares US Consumer Staples ET10.5K sharesnew addition2025-12-312026-02-11

Waste Management, Inc. Waste Management, Inc.3.1K shares0.00%2025-12-312026-02-11

EMR Emerson Electric Co5.1K shares0.00%2025-12-312026-02-11

YUM Yum! Brands Inc.4.3K shares0.00%2025-12-312026-02-11

Sponsored

ITW Illinois Tool Works2.6K shares0.00%2025-12-312026-02-11

VaneckVectors HY Muni ETF VaneckVectors HY Muni ETF12.2K shares-9.45%2025-12-312026-02-11

Tesla Inc. Tesla Inc.1.3K shares0.00%2025-12-312026-02-11

Invesco QQQ Trust Series 1 Invesco QQQ Trust Series 1844 shares0.00%2025-12-312026-02-11

QCOM Qualcomm, Inc.3.0K shares0.00%2025-12-312026-02-11

MMC Marsh & McLennan Companies, In2.6K shares0.00%2025-12-312026-02-11

AGG iShares Core Total US Bond Mar4.7K shares-0.72%2025-12-312026-02-11

AOR iShares S&P Growth Allocation7.0K shares0.43%2025-12-312026-02-11

Sponsored

DHR Danaher Corp.1.9K shares0.00%2025-12-312026-02-11

ADP Automatic Data Processing, Inc1.6K shares0.00%2025-12-312026-02-11

SO Southern Co4.7K shares0.00%2025-12-312026-02-11

AMGN Amgen Inc.1.2K shares0.00%2025-12-312026-02-11

GE Vernova Inc GE Vernova Inc600 shares0.00%2025-12-312026-02-11

PPG PPG Industries3.7K shares0.00%2025-12-312026-02-11

IXN iShares S&P Global Tech Sector3.6K shares0.00%2025-12-312026-02-11

BMY Bristol-Myers Squibb Company6.7K shares0.00%2025-12-312026-02-11

Sponsored

BXP Boston Properties, Inc.4.8K shares0.00%2025-12-312026-02-11

PFE Pfizer Inc.12.8K shares-14.84%2025-12-312026-02-11

NUE Nucor Corporation1.9K shares0.00%2025-12-312026-02-11

IWF iShares Russell 1000 Growth In643 shares0.00%2025-12-312026-02-11

RTX Corporation RTX Corporation1.6K shares0.00%2025-12-312026-02-11

KMB Kimberly-Clark Corp3.0K shares-2.48%2025-12-312026-02-11

AXP American Express Co800 shares0.00%2025-12-312026-02-11

GPC Genuine Parts2.4K shares0.00%2025-12-312026-02-11

Sponsored

IWB iShares Russell 1000 Index Fun768 shares0.00%2025-12-312026-02-11

BA Boeing Co1.3K shares0.00%2025-12-312026-02-11

GS Goldman Sachs Group Com300 shares0.00%2025-12-312026-02-11

General Dynamics Corporation General Dynamics Corporation770 shares0.00%2025-12-312026-02-11

MAS Masco Corp4.0K shares0.00%2025-12-312026-02-11

AMAT Applied Materials Inc975 sharesnew addition2025-12-312026-02-11

COST Costco Whsl Corp New Com290 shares-25.64%2025-12-312026-02-11

UNH UnitedHealth Group Inc740 shares0.00%2025-12-312026-02-11

Sponsored

Agilent Technologies, Inc. Agilent Technologies, Inc.1.7K shares0.00%2025-12-312026-02-11

LOW Lowe's Companies980 shares0.00%2025-12-312026-02-11

CHRW CH Robinson Worldwide Inc1.4K sharesnew addition2025-12-312026-02-11

Yum China Holding Inc. Yum China Holding Inc.4.4K sharesnew addition2025-12-312026-02-11

AFL Aflac, Inc.1.9K shares0.00%2025-12-312026-02-11

CVS CVS Health Corp2.5K sharesnew addition2025-12-312026-02-11

Wisconsin Energy Group Inc. Wisconsin Energy Group Inc.1.9K shares0.00%2025-12-312026-02-11

ESBA Empire St Realty10.8K shares0.00%2025-12-312026-02-11

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available