BOSTON RESEARCH & MANAGEMENT INC
114 holdingsFiling period: 2026-03-31Current AUM: $441.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 29.1K | $19.0M | $21.8M | 4.94% | -2,761 | 2026-03-31 |
| 2 | WMT | Wal-Mart Stores | 110.1K | $13.7M | $12.2M | 2.77% | -2,370 | 2026-03-31 |
| 3 | MSFT | Microsoft Corp | 36.9K | $13.6M | $17.1M | 3.88% | -2,325 | 2026-03-31 |
| 4 | — | Alphabet, Inc. - Class A | 44.1K | $12.7M | $12.7M | 2.87% | -1,533 | 2026-03-31 |
| 5 | AAPL | Apple Inc. | 49.7K | $12.6M | $15.3M | 3.47% | -3,909 | 2026-03-31 |
| 6 | — | AbbVie Inc. | 48.4K | $10.5M | $10.5M | 2.38% | -335 | 2026-03-31 |
| 7 | — | Cisco Systems, Inc. | 125.5K | $9.7M | $9.7M | 2.21% | -788 | 2026-03-31 |
| 8 | — | J.P. Morgan Chase & Co. | 32.4K | $9.5M | $9.5M | 2.16% | -692 | 2026-03-31 |
| 9 | IJR | iShares Core S&P SmallCap ETF | 75.7K | $9.4M | $11.0M | 2.49% | -291 | 2026-03-31 |
| 10 | FAST | Fastenal Co | 201.4K | $9.3M | $9.6M | 2.18% | -1,500 | 2026-03-31 |
| 11 | — | Exxon Mobil Corp. | 53.2K | $9.0M | $9.0M | 2.04% | -3,851 | 2026-03-31 |
| 12 | BRK-B | Berkshire Hathaway Inc. Class | 17.7K | $8.5M | $8.5M | 1.92% | -433 | 2026-03-31 |
| 13 | — | Mastercard, Inc. | 16.8K | $8.4M | $8.4M | 1.90% | -2,360 | 2026-03-31 |
| 14 | MRK | Merck & Co. Inc. | 66.6K | $8.0M | $8.7M | 1.96% | +578 | 2026-03-31 |
| 15 | — | Linde PLC | 15.8K | $7.8M | $7.8M | 1.77% | +438 | 2026-03-31 |
| 16 | TSCO | Tractor Supply Co | 169.5K | $7.7M | $5.2M | 1.18% | +2.8K | 2026-03-31 |
| 17 | BK | Bank of New York Mellon Corp | 64.6K | $7.7M | $7.7M | 1.74% | -185 | 2026-03-31 |
| 18 | MCD | McDonald's Corp | 24.1K | $7.5M | $6.5M | 1.48% | -70 | 2026-03-31 |
| 19 | — | iShares Core MSCI Emerging Mkt | 103.3K | $7.2M | $7.2M | 1.63% | -576 | 2026-03-31 |
| 20 | AMZN | Amazon.com Inc | 33.6K | $7.0M | $9.1M | 2.07% | +45 | 2026-03-31 |
| 21 | NEE | Nextera Energy Inc. | 74.0K | $6.9M | $6.4M | 1.46% | -635 | 2026-03-31 |
| 22 | NVDA | Nvidia | 39.0K | $6.8M | $7.8M | 1.77% | -143 | 2026-03-31 |
| 23 | PG | Procter & Gamble Co | 46.8K | $6.8M | $6.8M | 1.53% | -373 | 2026-03-31 |
| 24 | LMT | Lockheed Martin Corp | 11.2K | $6.7M | $6.5M | 1.47% | -138 | 2026-03-31 |
| 25 | — | Xylem Inc. | 56.1K | $6.7M | $6.7M | 1.52% | -1,518 | 2026-03-31 |
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