Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOSTON RESEARCH & MANAGEMENT INC (CIK 1259261) reported $421.0M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($19.0M, 4.51%), WMT ($13.7M, 3.25%), MSFT ($13.6M, 3.24%), GOOGL ($12.7M, 3.01%), AAPL ($12.6M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $19.0M | 4.51% | 29,066 | Trimmed |
| 2 | WMT | Wal-Mart Stores | $13.7M | 3.25% | 110,124 | Trimmed |
| 3 | MSFT | Microsoft Corp | $13.6M | 3.24% | 36,860 | Trimmed |
| 4 | GOOGL | Alphabet, Inc. - Class A | $12.7M | 3.01% | 44,116 | Trimmed |
| 5 | AAPL | Apple Inc. | $12.6M | 2.99% | 49,674 | Trimmed |
| 6 | ABBV | AbbVie Inc. | $10.5M | 2.50% | 48,353 | Trimmed |
| 7 | CSCO | Cisco Systems, Inc. | $9.7M | 2.31% | 125,526 | Trimmed |
| 8 | JPM | J.P. Morgan Chase & Co. | $9.5M | 2.26% | 32,363 | Trimmed |
| 9 | IJR | iShares Core S&P SmallCap ETF | $9.4M | 2.24% | 75,727 | Trimmed |
| 10 | FAST | Fastenal Co | $9.3M | 2.22% | 201,370 | Trimmed |
| 11 | XOM | Exxon Mobil Corp. | $9.0M | 2.14% | 53,185 | Trimmed |
| 12 | BRK/B | Berkshire Hathaway Inc. Class | $8.5M | 2.01% | 17,672 | Trimmed |
| 13 | MA | Mastercard, Inc. | $8.4M | 1.99% | 16,752 | Trimmed |
| 14 | MRK | Merck & Co. Inc. | $8.0M | 1.90% | 66,572 | Added |
| 15 | LIN | Linde PLC | $7.8M | 1.86% | 15,768 | Added |
| 16 | BK | Bank of New York Mellon Corp | $7.7M | 1.82% | 64,639 | Trimmed |
| 17 | TSCO | Tractor Supply Co | $7.7M | 1.82% | 169,475 | Added |
| 18 | MCD | McDonald's Corp | $7.5M | 1.78% | 24,102 | Trimmed |
| 19 | IEMG | iShares Core MSCI Emerging Mkt | $7.2M | 1.71% | 103,305 | Trimmed |
| 20 | AMZN | Amazon.com Inc | $7.0M | 1.66% | 33,584 | Added |
| 21 | NEE | Nextera Energy Inc. | $6.9M | 1.63% | 73,976 | Trimmed |
| 22 | NVDA | Nvidia | $6.8M | 1.62% | 39,045 | Trimmed |
| 23 | PG | Procter & Gamble Co | $6.8M | 1.61% | 46,797 | Trimmed |
| 24 | LMT | Lockheed Martin Corp | $6.7M | 1.60% | 11,161 | Trimmed |
| 25 | XYL | Xylem Inc. | $6.7M | 1.59% | 56,127 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31