BOSTON RESEARCH & MANAGEMENT INC

Name: BOSTON RESEARCH & MANAGEMENT INC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001259261 · MANCHESTER, MA · Quarter end: 2024-09-30 · Filed on: 2026-09-18 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2024 Q3, filed 2026-09-18. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

BOSTON RESEARCH & MANAGEMENT INC reported 116 positions worth $432.8M as of September 30, 2024 (13F filed September 18, 2026). Largest holding: IVV (4.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$432.8M

2024 Q3

Positions

116

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

27.8%

Est. Net Flow (Q)

—

2024 Q3

Positions Changes Mix History BacktestPRO

10 / 116 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES TR	SH	$18.7M	4.32%	32,415	—	—
▸ 2	MSFT	MICROSOFT CORP	SH	$18.2M	4.21%	42,351	—	—
▸ 3	AAPL	APPLE INC	SH	$13.5M	3.13%	58,101	—	—
▸ 4	WMT	WALMART INC	SH	$11.0M	2.55%	136,751	—	—
▸ 5	MA	MASTERCARD INCORPORATED	SH	$10.7M	2.48%	21,750	—	—
▸ 6	TSCO	TRACTOR SUPPLY CO	SH	$10.7M	2.46%	36,637	—	—
▸ 7	ABBV	ABBVIE INC	SH	$10.4M	2.40%	52,498	—	—
▸ 8	BRK-B	BERKSHIRE HATHAWAY INC DEL	SH	$9.2M	2.14%	20,094	—	—
▸ 9	XYL	XYLEM INC	SH	$9.0M	2.07%	66,406	—	—
▸ 10	GOOGL	ALPHABET INC	SH	$8.8M	2.04%	53,298	—	—

The free plan shows the top 10 positions. The remaining 106 positions, the full portfolio and quarter changes unlock with Pro.

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BOSTON RESEARCH & MANAGEMENT INC hold as of Q3 2024?

BOSTON RESEARCH & MANAGEMENT INC reported 116 positions worth $432.8M in its Q3 2024 13F filing. Largest positions: IVV (4.3%), MSFT (4.2%), AAPL (3.1%), WMT (2.6%) and MA (2.5%).

What did BOSTON RESEARCH & MANAGEMENT INC buy in Q3 2024?

No previous quarter is available yet; the comparison appears with the next filing.

What did BOSTON RESEARCH & MANAGEMENT INC sell in Q3 2024?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.