Universe · entity
BOSTON RESEARCH & MANAGEMENT INC
Institutional manager (13F) · CIK 1259261
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $359k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | iShares Core S&P 500 ETF | $19k | 29,066 |
| 2 | Wal-Mart Stores | $14k | 110,124 |
| 3 | Microsoft Corp | $14k | 36,860 |
| 4 | Alphabet, Inc. - Class A | $13k | 44,116 |
| 5 | Apple Inc. | $13k | 49,674 |
| 6 | AbbVie Inc. | $11k | 48,353 |
| 7 | Cisco Systems, Inc. | $10k | 125,526 |
| 8 | J.P. Morgan Chase & Co. | $10k | 32,363 |
| 9 | iShares Core S&P SmallCap ETF | $9k | 75,727 |
| 10 | Fastenal Co | $9k | 201,370 |
| 11 | Exxon Mobil Corp. | $9k | 53,185 |
| 12 | Berkshire Hathaway Inc. Class | $8k | 17,672 |
| 13 | Mastercard, Inc. | $8k | 16,752 |
| 14 | Merck & Co. Inc. | $8k | 66,572 |
| 15 | Linde PLC | $8k | 15,768 |
| 16 | Tractor Supply Co | $8k | 169,475 |
| 17 | Bank of New York Mellon Corp | $8k | 64,639 |
| 18 | McDonald's Corp | $7k | 24,102 |
| 19 | iShares Core MSCI Emerging Mkt | $7k | 103,305 |
| 20 | Amazon.com Inc | $7k | 33,584 |
| 21 | Nextera Energy Inc. | $7k | 73,976 |
| 22 | Nvidia | $7k | 39,045 |
| 23 | Procter & Gamble Co | $7k | 46,797 |
| 24 | Lockheed Martin Corp | $7k | 11,161 |
| 25 | Xylem Inc. | $7k | 56,127 |
| 26 | Snap-On Inc. | $7k | 17,954 |
| 27 | iShares Core MSCI EAFE ETF | $6k | 69,552 |
| 28 | Labcorp Holdings | $6k | 23,308 |
| 29 | Abbott Laboratories | $6k | 59,676 |
| 30 | Duke Energy Corp. | $6k | 45,712 |
| 31 | Coca-Cola Company | $6k | 74,107 |
| 32 | D.R. Horton, Inc. | $6k | 40,290 |
| 33 | ConocoPhillips | $5k | 41,560 |
| 34 | Verizon Communications | $5k | 107,993 |
| 35 | Thermo Fisher Scientific | $5k | 10,814 |
| 36 | Pepsi Co Inc | $5k | 33,749 |
| 37 | Colgate-Palmolive Company | $5k | 60,669 |
| 38 | US Bancorp | $5k | 95,058 |
| 39 | Sysco Corp | $5k | 67,635 |
| 40 | Walt Disney Co | $5k | 48,377 |
| 41 | iShares Russell 2000 Index Fun | $5k | 18,497 |
| 42 | AMEX Energy Sector SPDR | $5k | 74,732 |
| 43 | SPDR S&P 500 ETF | $5k | 7,006 |
| 44 | Eli Lilly & Co | $4k | 4,833 |
| 45 | Medtronic Plc | $4k | 50,546 |
| 46 | United Parcel Services | $4k | 42,437 |
| 47 | iShares Comex Gold Trust | $4k | 46,824 |
| 48 | Equinix Inc | $4k | 4,106 |
| 49 | General Mills Inc Com | $4k | 107,872 |
| 50 | Vanguard Total Stock Market ET | $4k | 12,380 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.