The Analysis of BOSTON RESEARCH & MANAGEMENT INC's Holdings & P&L


Currently, BOSTON RESEARCH & MANAGEMENT INC holds 114 types of securities in its portfolio with a total value $421.0K. In the most recent quarter, they have increased their positions in N/A (+3.4K shares, valued at $835.9515588578089), CMCSA (+26.0K shares, valued at $746.468010018215), LLY (+685 shares, valued at $630.0072418787504); decreased their positions in IVV (-2.8K shares, valued at $1.8K), N/A (-2.4K shares, valued at $1.2K), AAPL (-3.9K shares, valued at $992.0049522889237); initiated new positions in ADM (+2.9K shares, valued at $209), TXN (+1.1K shares, valued at $205).


1M P&L
-480.6K-0.17%
3M P&L
-6.2M-2.16%
HY P&L
+10.6M+3.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A56.4K
20.9%
2Software - Infrastructure15.1K
5.6%
3Discount Stores14.0K
5.2%

Top Industries by Stock Count

1N/A18 stocks
22.0%
2Drug Manufacturers - General5 stocks
6.1%
3Household & Personal Products3 stocks
3.7%
Stock Holdings
IVV
iShares Core S&P 500 ETF
-8.68%
Shares29.1K
Event2026-03-31
Filed2026-04-10
WMT
Wal-Mart Stores
-2.11%
Shares110.1K
Event2026-03-31
Filed2026-04-10
MSFT
Microsoft Corp
-5.93%
Shares36.9K
Event2026-03-31
Filed2026-04-10
Alphabet, Inc. - Class A
Alphabet, Inc. - Class A
-3.36%
Shares44.1K
Event2026-03-31
Filed2026-04-10
AAPL
Apple Inc.
-7.30%
Shares49.7K
Event2026-03-31
Filed2026-04-10
AbbVie Inc.
AbbVie Inc.
-0.69%
Shares48.4K
Event2026-03-31
Filed2026-04-10
Cisco Systems, Inc.
Cisco Systems, Inc.
-0.62%
Shares125.5K
Event2026-03-31
Filed2026-04-10
J.P. Morgan Chase & Co.
J.P. Morgan Chase & Co.
-2.09%
Shares32.4K
Event2026-03-31
Filed2026-04-10
IJR
iShares Core S&P SmallCap ETF
-0.38%
Shares75.7K
Event2026-03-31
Filed2026-04-10
FAST
Fastenal Co
-0.74%
Shares201.4K
Event2026-03-31
Filed2026-04-10
Exxon Mobil Corp.
Exxon Mobil Corp.
-6.75%
Shares53.2K
Event2026-03-31
Filed2026-04-10
Berkshire Hathaway Inc. Class
Berkshire Hathaway Inc. Class
-2.39%
Shares17.7K
Event2026-03-31
Filed2026-04-10
Mastercard, Inc.
Mastercard, Inc.
-12.35%
Shares16.8K
Event2026-03-31
Filed2026-04-10
Merck & Co. Inc.
Merck & Co. Inc.
0.88%
Shares66.6K
Event2026-03-31
Filed2026-04-10
Linde PLC
Linde PLC
2.86%
Shares15.8K
Event2026-03-31
Filed2026-04-10
TSCO
Tractor Supply Co
1.68%
Shares169.5K
Event2026-03-31
Filed2026-04-10
BK
Bank of New York Mellon Corp
-0.29%
Shares64.6K
Event2026-03-31
Filed2026-04-10
MCD
McDonald's Corp
-0.29%
Shares24.1K
Event2026-03-31
Filed2026-04-10
iShares Core MSCI Emerging Mkt
iShares Core MSCI Emerging Mkt
-0.55%
Shares103.3K
Event2026-03-31
Filed2026-04-10
AMZN
Amazon.com Inc
0.13%
Shares33.6K
Event2026-03-31
Filed2026-04-10
NEE
Nextera Energy Inc.
-0.85%
Shares74.0K
Event2026-03-31
Filed2026-04-10
NVDA
Nvidia
-0.36%
Shares39.0K
Event2026-03-31
Filed2026-04-10
PG
Procter & Gamble Co
-0.79%
Shares46.8K
Event2026-03-31
Filed2026-04-10
LMT
Lockheed Martin Corp
-1.22%
Shares11.2K
Event2026-03-31
Filed2026-04-10
Xylem Inc.
Xylem Inc.
-2.63%
Shares56.1K
Event2026-03-31
Filed2026-04-10
SNA
Snap-On Inc.
-0.94%
Shares18.0K
Event2026-03-31
Filed2026-04-10
iShares Core MSCI EAFE ETF
iShares Core MSCI EAFE ETF
-0.33%
Shares69.6K
Event2026-03-31
Filed2026-04-10
LH
Labcorp Holdings
-1.00%
Shares23.3K
Event2026-03-31
Filed2026-04-10
ABT
Abbott Laboratories
5.21%
Shares59.7K
Event2026-03-31
Filed2026-04-10
Duke Energy Corp.
Duke Energy Corp.
0.67%
Shares45.7K
Event2026-03-31
Filed2026-04-10
KO
Coca-Cola Company
-0.70%
Shares74.1K
Event2026-03-31
Filed2026-04-10
D.R. Horton, Inc.
D.R. Horton, Inc.
-1.29%
Shares40.3K
Event2026-03-31
Filed2026-04-10
COP
ConocoPhillips
0.93%
Shares41.6K
Event2026-03-31
Filed2026-04-10
Verizon Communications
Verizon Communications
-0.44%
Shares108.0K
Event2026-03-31
Filed2026-04-10
TMO
Thermo Fisher Scientific
2.22%
Shares10.8K
Event2026-03-31
Filed2026-04-10
PEP
Pepsi Co Inc
-0.62%
Shares33.7K
Event2026-03-31
Filed2026-04-10
CL
Colgate-Palmolive Company
0.99%
Shares60.7K
Event2026-03-31
Filed2026-04-10
USB
US Bancorp
0.00%
Shares95.1K
Event2026-03-31
Filed2026-04-10
SYY
Sysco Corp
0.11%
Shares67.6K
Event2026-03-31
Filed2026-04-10
DIS
Walt Disney Co
3.92%
Shares48.4K
Event2026-03-31
Filed2026-04-10
IWM
iShares Russell 2000 Index Fun
-7.48%
Shares18.5K
Event2026-03-31
Filed2026-04-10
AMEX Energy Sector SPDR
AMEX Energy Sector SPDR
-1.25%
Shares74.7K
Event2026-03-31
Filed2026-04-10
SPY
SPDR S&P 500 ETF
-0.57%
Shares7.0K
Event2026-03-31
Filed2026-04-10
LLY
Eli Lilly & Co
16.51%
Shares4.8K
Event2026-03-31
Filed2026-04-10
Medtronic Plc
Medtronic Plc
3.08%
Shares50.5K
Event2026-03-31
Filed2026-04-10
UPS
United Parcel Services
8.08%
Shares42.4K
Event2026-03-31
Filed2026-04-10
iShares Comex Gold Trust
iShares Comex Gold Trust
-0.28%
Shares46.8K
Event2026-03-31
Filed2026-04-10
Equinix Inc
Equinix Inc
4.93%
Shares4.1K
Event2026-03-31
Filed2026-04-10
GIS
General Mills Inc Com
7.79%
Shares107.9K
Event2026-03-31
Filed2026-04-10
VTI
Vanguard Total Stock Market ET
0.00%
Shares12.4K
Event2026-03-31
Filed2026-04-10
OMC
Omnicom Group Inc Com
-0.33%
Shares47.0K
Event2026-03-31
Filed2026-04-10
CMCSA
Comcast Corp Cl A Vtg
26.82%
Shares123.0K
Event2026-03-31
Filed2026-04-10
Accenture PLC
Accenture PLC
-3.34%
Shares17.7K
Event2026-03-31
Filed2026-04-10
CTAS
Cintas Corporation
0.00%
Shares20.3K
Event2026-03-31
Filed2026-04-10
IJH
iShares Core S&P Midcap ETF
-3.48%
Shares50.5K
Event2026-03-31
Filed2026-04-10
Adobe Inc
Adobe Inc
33.42%
Shares13.7K
Event2026-03-31
Filed2026-04-10
HD
Home Depot, Inc.
0.00%
Shares8.8K
Event2026-03-31
Filed2026-04-10
HYG
iShares iBoxx High Yield Corp
0.42%
Shares32.1K
Event2026-03-31
Filed2026-04-10
CAT
Caterpillar
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-10
JNJ
Johnson & Johnson
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-10
VB
Vanguard Small-Cap ETF
-0.54%
Shares8.4K
Event2026-03-31
Filed2026-04-10
CVX
Chevron Corp
-2.53%
Shares7.7K
Event2026-03-31
Filed2026-04-10
Alphabet, Inc. - Class C
Alphabet, Inc. - Class C
-21.91%
Shares5.0K
Event2026-03-31
Filed2026-04-10
ORCL
Oracle Corp.
-0.66%
Shares9.7K
Event2026-03-31
Filed2026-04-10
SYK
Stryker Corp
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-10
INDB
Independent Bank Corp Mass Com
0.00%
Shares17.0K
Event2026-03-31
Filed2026-04-10
VEA
Vanguard Developed Markets ETF
-2.84%
Shares19.5K
Event2026-03-31
Filed2026-04-10
VEU
Vanguard FTSE All-World Ex-US
0.00%
Shares15.7K
Event2026-03-31
Filed2026-04-10
PFF
iShares US Preferred Stock
1.20%
Shares31.5K
Event2026-03-31
Filed2026-04-10
Invesco S&P 500 Equal Weight
Invesco S&P 500 Equal Weight
-26.38%
Shares4.6K
Event2026-03-31
Filed2026-04-10
IBM
Intl Business Machines Corp
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-10
VWO
Vanguard Emerging Markets ETF
0.00%
Shares14.0K
Event2026-03-31
Filed2026-04-10
DIA
SPDR DJIA ETF Trust
-20.71%
Shares1.6K
Event2026-03-31
Filed2026-04-10
Waste Management, Inc.
Waste Management, Inc.
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-10
PAYX
Paychex, Inc.
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-10
ITW
Illinois Tool Works
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-10
EMR
Emerson Electric Co
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-10
VaneckVectors HY Muni ETF
VaneckVectors HY Muni ETF
0.00%
Shares12.2K
Event2026-03-31
Filed2026-04-10
MMM
3M Co
-7.01%
Shares4.1K
Event2026-03-31
Filed2026-04-10
Invesco QQQ Trust Series 1
Invesco QQQ Trust Series 1
2.37%
Shares864
Event2026-03-31
Filed2026-04-10
AGG
iShares Core Total US Bond Mar
1.31%
Shares4.8K
Event2026-03-31
Filed2026-04-10
Tesla Inc.
Tesla Inc.
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-10
MMC
Marsh Common Stock
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-10
SO
Southern Co
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-10
AOR
iShares S&P Growth Allocation
0.65%
Shares7.0K
Event2026-03-31
Filed2026-04-10
AMGN
Amgen Inc.
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-10
BMY
Bristol-Myers Squibb Company
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-10
PPG
PPG Industries
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-10
QCOM
Qualcomm, Inc.
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-10
DHR
Danaher Corp.
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-10
IXN
iShares S&P Global Tech Sector
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-10
PFE
Pfizer Inc.
-6.16%
Shares12.0K
Event2026-03-31
Filed2026-04-10
ADP
Automatic Data Processing, Inc
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-10
NUE
Nucor Corporation
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-10
RTX Corporation
RTX Corporation
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-10
COST
Costco Whsl Corp New Com
0.00%
Shares290
Event2026-03-31
Filed2026-04-10
KMB
Kimberly-Clark Corp
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-10
IWF
iShares Russell 1000 Growth In
0.00%
Shares643
Event2026-03-31
Filed2026-04-10
GE Aerospace
GE Aerospace
-59.33%
Shares965
Event2026-03-31
Filed2026-04-10
IWB
iShares Russell 1000 Index Fun
0.00%
Shares768
Event2026-03-31
Filed2026-04-10
AMAT
Applied Materials Inc
-18.46%
Shares795
Event2026-03-31
Filed2026-04-10
General Dynamics Corporation
General Dynamics Corporation
0.00%
Shares770
Event2026-03-31
Filed2026-04-10
GS
Goldman Sachs Group Com
0.00%
Shares300
Event2026-03-31
Filed2026-04-10
BXP
Boston Properties, Inc.
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-10
AXP
American Express Co
0.00%
Shares800
Event2026-03-31
Filed2026-04-10
MAS
Masco Corp
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-10
LOW
Lowe's Companies
0.00%
Shares980
Event2026-03-31
Filed2026-04-10
GPC
Genuine Parts
-10.04%
Shares2.1K
Event2026-03-31
Filed2026-04-10
Wisconsin Energy Group Inc.
Wisconsin Energy Group Inc.
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-10
GE Vernova Inc
GE Vernova Inc
-58.50%
Shares249
Event2026-03-31
Filed2026-04-10
ADM
Archer Daniels Midland Com
New
Shares2.9K
Event2026-03-31
Filed2026-04-10
AFL
Aflac, Inc.
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-10
TXN
Texas Instruments
New
Shares1.1K
Event2026-03-31
Filed2026-04-10
UNH
UnitedHealth Group Inc
0.00%
Shares740
Event2026-03-31
Filed2026-04-10

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available