Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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iShares Core MSCI Emerging Mkt iShares Core MSCI Emerging Mkt103.3K shares-0.55%2026-03-312026-04-10
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IVV
-8.68%iShares Core S&P 500 ETF
Shares29.1K
Event2026-03-31
Filed2026-04-10
WMT
-2.11%Wal-Mart Stores
Shares110.1K
Event2026-03-31
Filed2026-04-10
MSFT
-5.93%Microsoft Corp
Shares36.9K
Event2026-03-31
Filed2026-04-10
Alphabet, Inc. - Class A
-3.36%Alphabet, Inc. - Class A
Shares44.1K
Event2026-03-31
Filed2026-04-10
AAPL
-7.30%Apple Inc.
Shares49.7K
Event2026-03-31
Filed2026-04-10
AbbVie Inc.
-0.69%AbbVie Inc.
Shares48.4K
Event2026-03-31
Filed2026-04-10
Cisco Systems, Inc.
-0.62%Cisco Systems, Inc.
Shares125.5K
Event2026-03-31
Filed2026-04-10
J.P. Morgan Chase & Co.
-2.09%J.P. Morgan Chase & Co.
Shares32.4K
Event2026-03-31
Filed2026-04-10
IJR
-0.38%iShares Core S&P SmallCap ETF
Shares75.7K
Event2026-03-31
Filed2026-04-10
FAST
-0.74%Fastenal Co
Shares201.4K
Event2026-03-31
Filed2026-04-10
Exxon Mobil Corp.
-6.75%Exxon Mobil Corp.
Shares53.2K
Event2026-03-31
Filed2026-04-10
Berkshire Hathaway Inc. Class
-2.39%Berkshire Hathaway Inc. Class
Shares17.7K
Event2026-03-31
Filed2026-04-10
Mastercard, Inc.
-12.35%Mastercard, Inc.
Shares16.8K
Event2026-03-31
Filed2026-04-10
Merck & Co. Inc.
0.88%Merck & Co. Inc.
Shares66.6K
Event2026-03-31
Filed2026-04-10
Linde PLC
2.86%Linde PLC
Shares15.8K
Event2026-03-31
Filed2026-04-10
TSCO
1.68%Tractor Supply Co
Shares169.5K
Event2026-03-31
Filed2026-04-10
BK
-0.29%Bank of New York Mellon Corp
Shares64.6K
Event2026-03-31
Filed2026-04-10
MCD
-0.29%McDonald's Corp
Shares24.1K
Event2026-03-31
Filed2026-04-10
iShares Core MSCI Emerging Mkt
-0.55%iShares Core MSCI Emerging Mkt
Shares103.3K
Event2026-03-31
Filed2026-04-10
AMZN
0.13%Amazon.com Inc
Shares33.6K
Event2026-03-31
Filed2026-04-10
NEE
-0.85%Nextera Energy Inc.
Shares74.0K
Event2026-03-31
Filed2026-04-10
NVDA
-0.36%Nvidia
Shares39.0K
Event2026-03-31
Filed2026-04-10
PG
-0.79%Procter & Gamble Co
Shares46.8K
Event2026-03-31
Filed2026-04-10
LMT
-1.22%Lockheed Martin Corp
Shares11.2K
Event2026-03-31
Filed2026-04-10
Xylem Inc.
-2.63%Xylem Inc.
Shares56.1K
Event2026-03-31
Filed2026-04-10
SNA
-0.94%Snap-On Inc.
Shares18.0K
Event2026-03-31
Filed2026-04-10
iShares Core MSCI EAFE ETF
-0.33%iShares Core MSCI EAFE ETF
Shares69.6K
Event2026-03-31
Filed2026-04-10
LH
-1.00%Labcorp Holdings
Shares23.3K
Event2026-03-31
Filed2026-04-10
ABT
5.21%Abbott Laboratories
Shares59.7K
Event2026-03-31
Filed2026-04-10
Duke Energy Corp.
0.67%Duke Energy Corp.
Shares45.7K
Event2026-03-31
Filed2026-04-10
KO
-0.70%Coca-Cola Company
Shares74.1K
Event2026-03-31
Filed2026-04-10
D.R. Horton, Inc.
-1.29%D.R. Horton, Inc.
Shares40.3K
Event2026-03-31
Filed2026-04-10
COP
0.93%ConocoPhillips
Shares41.6K
Event2026-03-31
Filed2026-04-10
Verizon Communications
-0.44%Verizon Communications
Shares108.0K
Event2026-03-31
Filed2026-04-10
TMO
2.22%Thermo Fisher Scientific
Shares10.8K
Event2026-03-31
Filed2026-04-10
PEP
-0.62%Pepsi Co Inc
Shares33.7K
Event2026-03-31
Filed2026-04-10
CL
0.99%Colgate-Palmolive Company
Shares60.7K
Event2026-03-31
Filed2026-04-10
USB
0.00%US Bancorp
Shares95.1K
Event2026-03-31
Filed2026-04-10
SYY
0.11%Sysco Corp
Shares67.6K
Event2026-03-31
Filed2026-04-10
DIS
3.92%Walt Disney Co
Shares48.4K
Event2026-03-31
Filed2026-04-10
IWM
-7.48%iShares Russell 2000 Index Fun
Shares18.5K
Event2026-03-31
Filed2026-04-10
AMEX Energy Sector SPDR
-1.25%AMEX Energy Sector SPDR
Shares74.7K
Event2026-03-31
Filed2026-04-10
SPY
-0.57%SPDR S&P 500 ETF
Shares7.0K
Event2026-03-31
Filed2026-04-10
LLY
16.51%Eli Lilly & Co
Shares4.8K
Event2026-03-31
Filed2026-04-10
Medtronic Plc
3.08%Medtronic Plc
Shares50.5K
Event2026-03-31
Filed2026-04-10
UPS
8.08%United Parcel Services
Shares42.4K
Event2026-03-31
Filed2026-04-10
iShares Comex Gold Trust
-0.28%iShares Comex Gold Trust
Shares46.8K
Event2026-03-31
Filed2026-04-10
Equinix Inc
4.93%Equinix Inc
Shares4.1K
Event2026-03-31
Filed2026-04-10
GIS
7.79%General Mills Inc Com
Shares107.9K
Event2026-03-31
Filed2026-04-10
VTI
0.00%Vanguard Total Stock Market ET
Shares12.4K
Event2026-03-31
Filed2026-04-10
OMC
-0.33%Omnicom Group Inc Com
Shares47.0K
Event2026-03-31
Filed2026-04-10
CMCSA
26.82%Comcast Corp Cl A Vtg
Shares123.0K
Event2026-03-31
Filed2026-04-10
Accenture PLC
-3.34%Accenture PLC
Shares17.7K
Event2026-03-31
Filed2026-04-10
CTAS
0.00%Cintas Corporation
Shares20.3K
Event2026-03-31
Filed2026-04-10
IJH
-3.48%iShares Core S&P Midcap ETF
Shares50.5K
Event2026-03-31
Filed2026-04-10
Adobe Inc
33.42%Adobe Inc
Shares13.7K
Event2026-03-31
Filed2026-04-10
HD
0.00%Home Depot, Inc.
Shares8.8K
Event2026-03-31
Filed2026-04-10
HYG
0.42%iShares iBoxx High Yield Corp
Shares32.1K
Event2026-03-31
Filed2026-04-10
CAT
0.00%Caterpillar
Shares3.5K
Event2026-03-31
Filed2026-04-10
JNJ
0.00%Johnson & Johnson
Shares9.6K
Event2026-03-31
Filed2026-04-10
VB
-0.54%Vanguard Small-Cap ETF
Shares8.4K
Event2026-03-31
Filed2026-04-10
CVX
-2.53%Chevron Corp
Shares7.7K
Event2026-03-31
Filed2026-04-10
Alphabet, Inc. - Class C
-21.91%Alphabet, Inc. - Class C
Shares5.0K
Event2026-03-31
Filed2026-04-10
ORCL
-0.66%Oracle Corp.
Shares9.7K
Event2026-03-31
Filed2026-04-10
SYK
0.00%Stryker Corp
Shares4.4K
Event2026-03-31
Filed2026-04-10
INDB
0.00%Independent Bank Corp Mass Com
Shares17.0K
Event2026-03-31
Filed2026-04-10
VEA
-2.84%Vanguard Developed Markets ETF
Shares19.5K
Event2026-03-31
Filed2026-04-10
VEU
0.00%Vanguard FTSE All-World Ex-US
Shares15.7K
Event2026-03-31
Filed2026-04-10
PFF
1.20%iShares US Preferred Stock
Shares31.5K
Event2026-03-31
Filed2026-04-10
Invesco S&P 500 Equal Weight
-26.38%Invesco S&P 500 Equal Weight
Shares4.6K
Event2026-03-31
Filed2026-04-10
IBM
0.00%Intl Business Machines Corp
Shares3.3K
Event2026-03-31
Filed2026-04-10
VWO
0.00%Vanguard Emerging Markets ETF
Shares14.0K
Event2026-03-31
Filed2026-04-10
DIA
-20.71%SPDR DJIA ETF Trust
Shares1.6K
Event2026-03-31
Filed2026-04-10
Waste Management, Inc.
0.00%Waste Management, Inc.
Shares3.1K
Event2026-03-31
Filed2026-04-10
PAYX
0.00%Paychex, Inc.
Shares7.6K
Event2026-03-31
Filed2026-04-10
ITW
0.00%Illinois Tool Works
Shares2.6K
Event2026-03-31
Filed2026-04-10
EMR
0.00%Emerson Electric Co
Shares5.1K
Event2026-03-31
Filed2026-04-10
VaneckVectors HY Muni ETF
0.00%VaneckVectors HY Muni ETF
Shares12.2K
Event2026-03-31
Filed2026-04-10
MMM
-7.01%3M Co
Shares4.1K
Event2026-03-31
Filed2026-04-10
Invesco QQQ Trust Series 1
2.37%Invesco QQQ Trust Series 1
Shares864
Event2026-03-31
Filed2026-04-10
AGG
1.31%iShares Core Total US Bond Mar
Shares4.8K
Event2026-03-31
Filed2026-04-10
Tesla Inc.
0.00%Tesla Inc.
Shares1.3K
Event2026-03-31
Filed2026-04-10
MMC
0.00%Marsh Common Stock
Shares2.6K
Event2026-03-31
Filed2026-04-10
SO
0.00%Southern Co
Shares4.7K
Event2026-03-31
Filed2026-04-10
AOR
0.65%iShares S&P Growth Allocation
Shares7.0K
Event2026-03-31
Filed2026-04-10
AMGN
0.00%Amgen Inc.
Shares1.2K
Event2026-03-31
Filed2026-04-10
BMY
0.00%Bristol-Myers Squibb Company
Shares6.7K
Event2026-03-31
Filed2026-04-10
PPG
0.00%PPG Industries
Shares3.7K
Event2026-03-31
Filed2026-04-10
QCOM
0.00%Qualcomm, Inc.
Shares3.0K
Event2026-03-31
Filed2026-04-10
DHR
0.00%Danaher Corp.
Shares1.9K
Event2026-03-31
Filed2026-04-10
IXN
0.00%iShares S&P Global Tech Sector
Shares3.6K
Event2026-03-31
Filed2026-04-10
PFE
-6.16%Pfizer Inc.
Shares12.0K
Event2026-03-31
Filed2026-04-10
ADP
0.00%Automatic Data Processing, Inc
Shares1.6K
Event2026-03-31
Filed2026-04-10
NUE
0.00%Nucor Corporation
Shares1.9K
Event2026-03-31
Filed2026-04-10
RTX Corporation
0.00%RTX Corporation
Shares1.6K
Event2026-03-31
Filed2026-04-10
COST
0.00%Costco Whsl Corp New Com
Shares290
Event2026-03-31
Filed2026-04-10
KMB
0.00%Kimberly-Clark Corp
Shares3.0K
Event2026-03-31
Filed2026-04-10
IWF
0.00%iShares Russell 1000 Growth In
Shares643
Event2026-03-31
Filed2026-04-10
GE Aerospace
-59.33%GE Aerospace
Shares965
Event2026-03-31
Filed2026-04-10
IWB
0.00%iShares Russell 1000 Index Fun
Shares768
Event2026-03-31
Filed2026-04-10
AMAT
-18.46%Applied Materials Inc
Shares795
Event2026-03-31
Filed2026-04-10
General Dynamics Corporation
0.00%General Dynamics Corporation
Shares770
Event2026-03-31
Filed2026-04-10
GS
0.00%Goldman Sachs Group Com
Shares300
Event2026-03-31
Filed2026-04-10
BXP
0.00%Boston Properties, Inc.
Shares4.8K
Event2026-03-31
Filed2026-04-10
AXP
0.00%American Express Co
Shares800
Event2026-03-31
Filed2026-04-10
MAS
0.00%Masco Corp
Shares4.0K
Event2026-03-31
Filed2026-04-10
LOW
0.00%Lowe's Companies
Shares980
Event2026-03-31
Filed2026-04-10
GPC
-10.04%Genuine Parts
Shares2.1K
Event2026-03-31
Filed2026-04-10
Wisconsin Energy Group Inc.
0.00%Wisconsin Energy Group Inc.
Shares1.9K
Event2026-03-31
Filed2026-04-10
GE Vernova Inc
-58.50%GE Vernova Inc
Shares249
Event2026-03-31
Filed2026-04-10
ADM
NewArcher Daniels Midland Com
Shares2.9K
Event2026-03-31
Filed2026-04-10
AFL
0.00%Aflac, Inc.
Shares1.9K
Event2026-03-31
Filed2026-04-10
TXN
NewTexas Instruments
Shares1.1K
Event2026-03-31
Filed2026-04-10
UNH
0.00%UnitedHealth Group Inc
Shares740
Event2026-03-31
Filed2026-04-10
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available