Fund Holdings — BOSTON RESEARCH & MANAGEMENT INC

Total Portfolio Value
$457.78M
Total Bought
$220.31M
Total Sold
$191.92M
Net Transaction
+$28.38M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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MICROSOFT CORP(MSFT)41,40141,547+1462121,5194.70%+21,499
ISHARES TR29,62329,431-1921819,6984.30%+19,680
APPLE INC(AAPL)57,21858,139+9211214,8043.23%+14,792
WALMART INC(WMT)129,461128,921-5401313,2872.90%+13,274
ALPHABET INC(GOOG)51,85050,830-1,020912,3572.70%+12,348
ABBVIE INC(ABBV)51,18851,138-501011,8402.59%+11,831
MASTERCARD INCORPORATED(MA)20,42120,427+61111,6192.54%+11,608
JPMORGAN CHASE & CO.(JPM)35,08834,535-5531010,8932.38%+10,883
FASTENAL CO(FAST)211,265209,717-1,548910,2852.25%+10,276
TRACTOR SUPPLY CO(TSCO)176,580174,985-1,59599,9512.17%+9,942
CISCO SYS INC(CSCO)144,750144,705-45109,9012.16%+9,891
BERKSHIRE HATHAWAY INC DEL18,90019,006+10699,5552.09%+9,546
XYLEM INC(XYL)64,68964,674-1589,5392.08%+9,531
BANK NEW YORK MELLON CORP86,50184,262-2,23989,1812.01%+9,173
ISHARES TR76,18476,138-4689,0471.98%+9,039
ABBOTT LABS58,39559,338+94387,9481.74%+7,940
AMAZON COM INC(AMZN)34,80835,772+96487,8541.72%+7,847
MCDONALDS CORP(MCD)25,01725,020+377,6031.66%+7,596
PROCTER AND GAMBLE CO(PG)44,84549,426+4,58177,5941.66%+7,587
LINDE PLC(LIN)15,85615,942+8677,5731.65%+7,565
NVIDIA CORPORATION(NVDA)39,24540,349+1,10467,5281.64%+7,522
D R HORTON INC(DHI)42,43942,392-4757,1841.57%+7,179
ISHARES INC
CORE MSCI EMKT
107,008107,002-667,0541.54%+7,047
LABCORP HOLDINGS INC(LH)24,16124,142-1966,9301.51%+6,924
SNAP ON INC(SNA)18,96718,942-2566,5641.43%+6,558
EXXON MOBIL CORP54,77456,221+1,44766,3391.38%+6,333
ISHARES TR
CORE MSCI EAFE
70,54670,584+3866,1631.35%+6,157
LOCKHEED MARTIN CORP(LMT)11,50411,692+18855,8371.28%+5,832
GENERAL MLS INC(GIS)113,486115,358+1,87265,8161.27%+5,810
NEXTERA ENERGY INC(NEE)76,92377,021+9855,8141.27%+5,809
MERCK & CO INC(MRK)67,35967,615+25655,6751.24%+5,670
SYSCO CORP(SYY)68,20568,738+53355,6601.24%+5,655
DUKE ENERGY CORP NEW(DUK)45,65545,537-11855,6351.23%+5,630
DISNEY WALT CO(DIS)46,48047,361+88165,4231.18%+5,417
THERMO FISHER SCIENTIFIC INC(TMO)10,95410,971+1745,3211.16%+5,317
COCA COLA CO(KO)75,73577,743+2,00855,1561.13%+5,151
COLGATE PALMOLIVE CO(CL)62,94063,926+98665,1101.12%+5,105
ISHARES TR20,97520,975055,0751.11%+5,071
PEPSICO INC(PEP)36,45035,982-46855,0531.10%+5,048
ACCENTURE PLC IRELAND
SHS CLASS A
19,05619,854+79864,8961.07%+4,890
MEDTRONIC PLC(MDT)50,49750,779+28244,8361.06%+4,832
US BANCORP DEL(USB)98,03998,833+79444,7771.04%+4,772
VERIZON COMMUNICATIONS INC(VZ)107,961108,651+69054,7751.04%+4,771
SPDR S&P 500 ETF TR(SPY)7,0957,046-4944,6941.03%+4,690
ADOBE INC(ADBE)11,87612,669+79354,4690.98%+4,464
COMCAST CORP NEW(CCZ)137,015139,867+2,85254,3950.96%+4,390
CINTAS CORP(CTAS)20,27020,270054,1610.91%+4,156
ALBEMARLE CORP0108,420+108,42004,1070.90%+4,107
VANGUARD INDEX FDS12,38012,380044,0630.89%+4,059
OMNICOM GROUP INC(OMC)50,26149,661-60044,0490.88%+4,045
SELECT SECTOR SPDR TR
ST STR ENERG ETF
43,98042,696-1,28443,8140.83%+3,811
CONOCOPHILLIPS(COP)39,55240,173+62143,8000.83%+3,796
UNITED PARCEL SERVICE INC(UPS)42,64544,936+2,29143,7540.82%+3,749
ISHARES GOLD TR(IAU)49,86349,895+3233,6310.79%+3,628
HOME DEPOT INC(HD)8,8058,805033,5680.78%+3,564
ISHARES TR50,23551,051+81633,3320.73%+3,329
ELI LILLY & CO(LLY)4,1884,188033,1950.70%+3,192
ORACLE CORP(ORCL)9,8999,814-8522,7600.60%+2,758
EQUINIX INC(EQIX)03,402+3,40202,6650.58%+2,665
ISHARES TR31,78331,777-632,5800.56%+2,577
VANGUARD INDEX FDS9,9939,993022,5410.56%+2,539
ALPHABET INC(GOOG)9,6219,615-622,3420.51%+2,340
JOHNSON & JOHNSON(JNJ)9,6619,613-4811,7820.39%+1,781
VANECK ETF TRUST
BIOTECH ETF
10,81210,446-36621,7310.38%+1,729
CATERPILLAR INC(CAT)3,5423,542011,6900.37%+1,689
STRYKER CORPORATION(SYK)4,3544,354021,6100.35%+1,608
ISHARES TR11,46510,978-48711,5850.35%+1,583
CHEVRON CORP NEW(CVX)8,5208,520011,3230.29%+1,322
VANGUARD INTL EQUITY INDEX F18,06916,981-1,08811,2120.26%+1,211
VANGUARD TAX-MANAGED FDS20,21620,216011,2110.26%+1,210
INDEPENDENT BK CORP MASS017,011+17,01101,1770.26%+1,177
SPDR DOW JONES INDL AVERAGE(DIA)2,4122,412011,1190.24%+1,117
PAYCHEX INC(PAYX)7,5557,555019580.21%+957
INTERNATIONAL BUSINESS MACHS(IBM)3,2133,260+4719200.20%+919
VANGUARD INTL EQUITY INDEX F14,12614,126017650.17%+765
GE AEROSPACE(GE)2,3732,373017140.16%+713
VANECK ETF TRUST
HIGH YLD MUNIETF
16,73013,518-3,21216880.15%+687
WASTE MGMT INC DEL(WM)3,0903,090016820.15%+682
3M CO(MMM)4,3944,394016820.15%+681
ILLINOIS TOOL WKS INC(ITW)2,5802,580016730.15%+672
EMERSON ELEC CO(EMR)5,1005,100016690.15%+668
YUM BRANDS INC(YUM)4,3204,320016570.14%+656
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,0913,189+9816050.13%+604
TESLA INC(TSLA)1,2651,265005630.12%+562
MARSH & MCLENNAN COS INC(MRSH)2,6202,620015280.12%+527
INVESCO QQQ TR844845+105070.11%+507
QUALCOMM INC(QCOM)3,0203,020005020.11%+502
AUTOMATIC DATA PROCESSING IN1,6301,630014780.10%+478
ISHARES TR4,7054,755+5004770.10%+476
SOUTHERN CO(SO)4,7104,710004460.10%+446
ISHARES TR6,8866,926+4004460.10%+445
ISHARES TR15,06013,946-1,11404410.10%+441
PPG INDS INC(PPG)3,7003,700003890.08%+388
PFIZER INC(PFE)15,02715,027003830.08%+383
DANAHER CORPORATION(DHR)1,9181,918003800.08%+380
KIMBERLY-CLARK CORP(KMB)3,0303,030003770.08%+376
ISHARES TR3,6003,600003720.08%+371
GE VERNOVA INC(GEV)600600003690.08%+369
COSTCO WHSL CORP NEW(COST)290390+10003610.08%+361
BXP INC(BXP)4,8504,850003610.08%+360
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BOSTON RESEARCH & MANAGEMENT INC — 13F Holdings — Q3 2025 | TickerTrail