BOSTON RESEARCH & MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Exxon Mobil Corp. | 0 | 53,185 | +53,185 | 0 | 9,023 | 2.14% | +9,023 |
| ConocoPhillips(COP) | 0 | 41,560 | +41,560 | 0 | 5,485 | 1.30% | +5,485 |
| Linde PLC(LIN) | 0 | 15,768 | +15,768 | 0 | 7,817 | 1.86% | +7,817 |
| Lockheed Martin Corp(LMT) | 0 | 11,161 | +11,161 | 0 | 6,745 | 1.60% | +6,745 |
| Fastenal Co(FAST) | 0 | 201,370 | +201,370 | 0 | 9,343 | 2.22% | +9,343 |
| AMEX Energy Sector SPDR | 0 | 74,732 | +74,732 | 0 | 4,578 | 1.09% | +4,578 |
| Wal-Mart Stores(WMT) | 0 | 110,124 | +110,124 | 0 | 13,686 | 3.25% | +13,686 |
| Merck & Co. Inc.(MRK) | 0 | 66,572 | +66,572 | 0 | 8,007 | 1.90% | +8,007 |
| Equinix Inc(EQIX) | 0 | 4,106 | +4,106 | 0 | 4,024 | 0.96% | +4,024 |
| Verizon Communications | 0 | 107,993 | +107,993 | 0 | 5,421 | 1.29% | +5,421 |
| Nextera Energy Inc.(NEE) | 0 | 73,976 | +73,976 | 0 | 6,870 | 1.63% | +6,870 |
| Duke Energy Corp.(DUK) | 0 | 45,712 | +45,712 | 0 | 5,985 | 1.42% | +5,985 |
| Comcast Corp Cl A Vtg(CCZ) | 0 | 122,976 | +122,976 | 0 | 3,530 | 0.84% | +3,530 |
| Caterpillar(CAT) | 0 | 3,502 | +3,502 | 0 | 2,481 | 0.59% | +2,481 |
| Colgate-Palmolive Company(CL) | 0 | 60,669 | +60,669 | 0 | 5,170 | 1.23% | +5,170 |
| Coca-Cola Company(KO) | 0 | 74,107 | +74,107 | 0 | 5,635 | 1.34% | +5,635 |
| Chevron Corp(CVX) | 0 | 7,720 | +7,720 | 0 | 1,597 | 0.38% | +1,597 |
| Pepsi Co Inc(PEP) | 0 | 33,749 | +33,749 | 0 | 5,240 | 1.24% | +5,240 |
| Johnson & Johnson(JNJ) | 0 | 9,613 | +9,613 | 0 | 2,349 | 0.56% | +2,349 |
| iShares Comex Gold Trust(IAU) | 0 | 46,824 | +46,824 | 0 | 4,128 | 0.98% | +4,128 |
| Labcorp Holdings(LH) | 0 | 23,308 | +23,308 | 0 | 6,219 | 1.48% | +6,219 |
| United Parcel Services(UPS) | 0 | 42,437 | +42,437 | 0 | 4,174 | 0.99% | +4,174 |
| iShares Core S&P SmallCap ETF | 0 | 75,727 | +75,727 | 0 | 9,413 | 2.24% | +9,413 |
| Snap-On Inc.(SNA) | 0 | 17,954 | +17,954 | 0 | 6,521 | 1.55% | +6,521 |
| iShares Core MSCI Emerging Mkt | 0 | 103,305 | +103,305 | 0 | 7,205 | 1.71% | +7,205 |
| Archer Daniels Midland Com | 0 | 2,880 | +2,880 | 0 | 209 | 0.05% | +209 |
| Texas Instruments(TXN) | 0 | 1,060 | +1,060 | 0 | 205 | 0.05% | +205 |
| Bank of New York Mellon Corp | 0 | 64,639 | +64,639 | 0 | 7,668 | 1.82% | +7,668 |
| McDonald's Corp(MCD) | 0 | 24,102 | +24,102 | 0 | 7,490 | 1.78% | +7,490 |
| iShares Core MSCI EAFE ETF | 0 | 69,552 | +69,552 | 0 | 6,296 | 1.50% | +6,296 |
| Bristol-Myers Squibb Company(BMY) | 0 | 6,660 | +6,660 | 0 | 403 | 0.10% | +403 |
| Southern Co(SO) | 0 | 4,710 | +4,710 | 0 | 454 | 0.11% | +454 |
| Costco Whsl Corp New Com(COST) | 0 | 290 | +290 | 0 | 288 | 0.07% | +288 |
| Illinois Tool Works(ITW) | 0 | 2,580 | +2,580 | 0 | 671 | 0.16% | +671 |
| Independent Bank Corp Mass Com(INDB) | 0 | 17,011 | +17,011 | 0 | 1,279 | 0.30% | +1,279 |
| Waste Management, Inc.(WM) | 0 | 3,090 | +3,090 | 0 | 710 | 0.17% | +710 |
| Amgen Inc.(AMGN) | 0 | 1,237 | +1,237 | 0 | 435 | 0.10% | +435 |
| Vanguard FTSE All-World Ex-US | 0 | 15,681 | +15,681 | 0 | 1,177 | 0.28% | +1,177 |
| Applied Materials Inc | 0 | 795 | +795 | 0 | 271 | 0.06% | +271 |
| Vanguard Small-Cap ETF | 0 | 8,360 | +8,360 | 0 | 2,189 | 0.52% | +2,189 |
| Wisconsin Energy Group Inc. | 0 | 1,902 | +1,902 | 0 | 220 | 0.05% | +220 |
| Pfizer Inc.(PFE) | 0 | 12,009 | +12,009 | 0 | 337 | 0.08% | +337 |
| PPG Industries(PPG) | 0 | 3,700 | +3,700 | 0 | 395 | 0.09% | +395 |
| RTX Corporation(RTX) | 0 | 1,635 | +1,635 | 0 | 315 | 0.07% | +315 |
| Nucor Corporation(NUE) | 0 | 1,936 | +1,936 | 0 | 327 | 0.08% | +327 |
| Cisco Systems, Inc.(CSCO) | 0 | 125,526 | +125,526 | 0 | 9,739 | 2.31% | +9,739 |
| General Dynamics Corporation(GD) | 0 | 770 | +770 | 0 | 264 | 0.06% | +264 |
| Vanguard Emerging Markets ETF | 0 | 13,964 | +13,964 | 0 | 754 | 0.18% | +754 |
| iShares Core Total US Bond Mar | 0 | 4,783 | +4,783 | 0 | 474 | 0.11% | +474 |
| Procter & Gamble Co(PG) | 0 | 46,797 | +46,797 | 0 | 6,759 | 1.61% | +6,759 |
| Aflac, Inc.(AFL) | 0 | 1,880 | +1,880 | 0 | 206 | 0.05% | +206 |
| iShares S&P Growth Allocation | 0 | 7,001 | +7,001 | 0 | 450 | 0.11% | +450 |
| Vanguard Developed Markets ETF | 0 | 19,498 | +19,498 | 0 | 1,249 | 0.30% | +1,249 |
| Lowe's Companies(LOW) | 0 | 980 | +980 | 0 | 231 | 0.05% | +231 |
| Emerson Electric Co(EMR) | 0 | 5,100 | +5,100 | 0 | 668 | 0.16% | +668 |
| iShares US Preferred Stock | 0 | 31,532 | +31,532 | 0 | 956 | 0.23% | +956 |
| Goldman Sachs Group Com(GS) | 0 | 300 | +300 | 0 | 253 | 0.06% | +253 |
| Eli Lilly & Co(LLY) | 0 | 4,833 | +4,833 | 0 | 4,445 | 1.06% | +4,445 |
| Masco Corp(MAS) | 0 | 4,000 | +4,000 | 0 | 241 | 0.06% | +241 |
| VaneckVectors HY Muni ETF | 0 | 12,240 | +12,240 | 0 | 613 | 0.15% | +613 |
| Kimberly-Clark Corp(KMB) | 0 | 2,955 | +2,955 | 0 | 285 | 0.07% | +285 |
| iShares Russell 1000 Index Fun | 0 | 768 | +768 | 0 | 273 | 0.06% | +273 |
| Invesco QQQ Trust Series 1 | 0 | 864 | +864 | 0 | 499 | 0.12% | +499 |
| iShares S&P Global Tech Sector | 0 | 3,600 | +3,600 | 0 | 359 | 0.09% | +359 |
| iShares iBoxx High Yield Corp | 0 | 32,125 | +32,125 | 0 | 2,555 | 0.61% | +2,555 |
| iShares Russell 1000 Growth In | 0 | 643 | +643 | 0 | 274 | 0.07% | +274 |
| Marsh Common Stock(MRSH) | 0 | 2,620 | +2,620 | 0 | 454 | 0.11% | +454 |
| iShares Core S&P Midcap ETF | 0 | 50,493 | +50,493 | 0 | 3,409 | 0.81% | +3,409 |
| UnitedHealth Group Inc(UNH) | 0 | 740 | +740 | 0 | 200 | 0.05% | +200 |
| American Express Co(AXP) | 0 | 800 | +800 | 0 | 241 | 0.06% | +241 |
| Genuine Parts(GPC) | 0 | 2,150 | +2,150 | 0 | 227 | 0.05% | +227 |
| Empire St Realty(ESBA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Boston Properties, Inc.(BXP) | 0 | 4,850 | +4,850 | 0 | 251 | 0.06% | +251 |
| Danaher Corp.(DHR) | 0 | 1,918 | +1,918 | 0 | 363 | 0.09% | +363 |
| Automatic Data Processing, Inc | 0 | 1,630 | +1,630 | 0 | 331 | 0.08% | +331 |
| Tesla Inc. | 0 | 1,265 | +1,265 | 0 | 470 | 0.11% | +470 |
| Stryker Corp(SYK) | 0 | 4,354 | +4,354 | 0 | 1,430 | 0.34% | +1,430 |
| 3M Co(MMM) | 0 | 4,086 | +4,086 | 0 | 593 | 0.14% | +593 |
| Qualcomm, Inc.(QCOM) | 0 | 3,020 | +3,020 | 0 | 388 | 0.09% | +388 |
| US Bancorp(USB) | 0 | 95,058 | +95,058 | 0 | 4,943 | 1.17% | +4,943 |
| Home Depot, Inc.(HD) | 0 | 8,805 | +8,805 | 0 | 2,895 | 0.69% | +2,895 |
| Paychex, Inc.(PAYX) | 0 | 7,555 | +7,555 | 0 | 695 | 0.17% | +695 |
| Sysco Corp(SYY) | 0 | 67,635 | +67,635 | 0 | 4,824 | 1.15% | +4,824 |
| GE Vernova Inc(GEV) | 0 | 249 | +249 | 0 | 217 | 0.05% | +217 |
| Intl Business Machines Corp(IBM) | 0 | 3,260 | +3,260 | 0 | 790 | 0.19% | +790 |
| Vanguard Total Stock Market ET | 0 | 12,380 | +12,380 | 0 | 3,971 | 0.94% | +3,971 |
| CVS Health Corp(CVS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Yum China Holding Inc.(YUMC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CH Robinson Worldwide Inc(CHRW) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SPDR DJIA ETF Trust(DIA) | 0 | 1,627 | +1,627 | 0 | 753 | 0.18% | +753 |
| Agilent Technologies, Inc.(A) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SPDR S&P 500 ETF(SPY) | 0 | 7,006 | +7,006 | 0 | 4,556 | 1.08% | +4,556 |
| Adobe Inc | 0 | 13,728 | +13,728 | 0 | 3,337 | 0.79% | +3,337 |
| Omnicom Group Inc Com(OMC) | 0 | 47,048 | +47,048 | 0 | 3,543 | 0.84% | +3,543 |
| Boeing Co(BA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Invesco S&P 500 Equal Weight | 0 | 4,647 | +4,647 | 0 | 891 | 0.21% | +891 |
| Medtronic Plc(MDT) | 0 | 50,546 | +50,546 | 0 | 4,379 | 1.04% | +4,379 |
| iShares Russell 2000 Index Fun | 0 | 18,497 | +18,497 | 0 | 4,587 | 1.09% | +4,587 |
| D.R. Horton, Inc. | 0 | 40,290 | +40,290 | 0 | 5,528 | 1.31% | +5,528 |
| Cintas Corporation(CTAS) | 0 | 20,270 | +20,270 | 0 | 3,428 | 0.81% | +3,428 |