BOSTON RESEARCH & MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| iShares Core S&P 500 ETF | 29,424 | 31,827 | +2,403 | 19,694 | 21,799 | +2,105 |
| Alphabet, Inc. - Class A | 50,830 | 45,649 | -5,181 | 12,356 | 14,288 | +1,932 |
| Merck & Co. Inc. | 67,615 | 65,994 | -1,621 | 5,674 | 6,946 | +1,272 |
| Eli Lilly & Co | 4,188 | 4,148 | -40 | 3,195 | 4,457 | +1,262 |
| Thermo Fisher Scientific | 10,971 | 10,579 | -392 | 5,321 | 6,130 | +809 |
| iShares US Consumer Staples ET | 0 | 10,500 | +10,500 | 0 | 702 | +702 |
| Invesco S&P 500 Equal Weight | 3,185 | 6,312 | +3,127 | 604 | 1,209 | +605 |
| Exxon Mobil Corp. | 56,221 | 57,036 | +815 | 6,338 | 6,863 | +525 |
| iShares US Preferred Stock | 13,946 | 31,159 | +17,213 | 440 | 964 | +524 |
| Equinix Inc | 3,402 | 3,913 | +511 | 2,664 | 2,997 | +333 |
| Caterpillar | 3,542 | 3,502 | -40 | 1,690 | 2,006 | +316 |
| US Bancorp | 98,833 | 95,058 | -3,775 | 4,776 | 5,072 | +296 |
| Applied Materials Inc | 0 | 975 | +975 | 0 | 250 | +250 |
| CH Robinson Worldwide Inc | 0 | 1,390 | +1,390 | 0 | 223 | +223 |
| Yum China Holding Inc. | 0 | 4,389 | +4,389 | 0 | 209 | +209 |
| Johnson & Johnson | 9,613 | 9,613 | 0 | 1,782 | 1,989 | +207 |
| CVS Health Corp | 0 | 2,539 | +2,539 | 0 | 201 | +201 |
| iShares Comex Gold Trust | 49,894 | 46,954 | -2,940 | 3,630 | 3,811 | +181 |
| Nextera Energy Inc. | 77,021 | 74,611 | -2,410 | 5,814 | 5,989 | +175 |
| United Parcel Services | 44,936 | 39,265 | -5,671 | 3,753 | 3,894 | +141 |
| iShares Core S&P Midcap ETF | 51,027 | 52,316 | +1,289 | 3,330 | 3,452 | +122 |
| SPDR S&P 500 ETF | 7,046 | 7,046 | 0 | 4,694 | 4,804 | +110 |
| iShares Core S&P SmallCap ETF | 76,126 | 76,018 | -108 | 9,046 | 9,135 | +89 |
| Vanguard Total Stock Market ET | 12,380 | 12,380 | 0 | 4,062 | 4,150 | +88 |
| iShares Core MSCI EAFE ETF | 70,577 | 69,781 | -796 | 6,162 | 6,242 | +80 |
| Independent Bank Corp Mass Com | 17,011 | 17,011 | 0 | 1,176 | 1,243 | +67 |
| Coca-Cola Company | 77,743 | 74,630 | -3,113 | 5,155 | 5,217 | +62 |
| Bristol-Myers Squibb Company | 6,660 | 6,660 | 0 | 300 | 359 | +59 |
| Danaher Corp. | 1,918 | 1,918 | 0 | 380 | 439 | +59 |
| Amgen Inc. | 1,237 | 1,237 | 0 | 349 | 404 | +55 |
| ConocoPhillips | 40,173 | 41,178 | +1,005 | 3,799 | 3,854 | +55 |
| Nucor Corporation | 1,936 | 1,936 | 0 | 262 | 315 | +53 |
| Intl Business Machines Corp | 3,260 | 3,260 | 0 | 919 | 965 | +46 |
| Vanguard Developed Markets ETF | 20,216 | 20,068 | -148 | 1,211 | 1,253 | +42 |
| American Express Co | 800 | 800 | 0 | 265 | 295 | +30 |
| RTX Corporation | 1,635 | 1,635 | 0 | 273 | 299 | +26 |
| Goldman Sachs Group Com | 300 | 300 | 0 | 238 | 263 | +25 |
| GE Vernova Inc | 600 | 600 | 0 | 368 | 392 | +24 |
| 3M Co | 4,394 | 4,394 | 0 | 681 | 703 | +22 |
| GE Aerospace | 2,373 | 2,373 | 0 | 713 | 730 | +17 |
| Accenture PLC | 19,854 | 18,308 | -1,546 | 4,896 | 4,912 | +16 |
| Agilent Technologies, Inc. | 1,737 | 1,737 | 0 | 222 | 236 | +14 |
| Qualcomm, Inc. | 3,020 | 3,020 | 0 | 502 | 516 | +14 |
| Invesco QQQ Trust Series 1 | 844 | 844 | 0 | 507 | 518 | +11 |
| Emerson Electric Co | 5,100 | 5,100 | 0 | 669 | 676 | +7 |
| iShares S&P Global Tech Sector | 3,600 | 3,600 | 0 | 371 | 378 | +7 |
| iShares S&P Growth Allocation | 6,926 | 6,956 | +30 | 445 | 452 | +7 |
| Tesla Inc. | 1,265 | 1,265 | 0 | 562 | 568 | +6 |
| iShares Russell 1000 Index Fun | 768 | 768 | 0 | 280 | 286 | +6 |
| iShares Russell 1000 Growth In | 643 | 643 | 0 | 301 | 304 | +3 |
| Boeing Co | 1,300 | 1,300 | 0 | 280 | 282 | +2 |
| iShares iBoxx High Yield Corp | 31,776 | 31,992 | +216 | 2,579 | 2,579 | 0 |
| Aflac, Inc. | 1,880 | 1,880 | 0 | 209 | 207 | -2 |
| General Dynamics Corporation | 770 | 770 | 0 | 262 | 259 | -3 |
| Yum! Brands Inc. | 4,320 | 4,320 | 0 | 656 | 653 | -3 |
| Waste Management, Inc. | 3,090 | 3,090 | 0 | 682 | 678 | -4 |
| iShares Core Total US Bond Mar | 4,755 | 4,721 | -34 | 476 | 471 | -5 |
| PPG Industries | 3,700 | 3,700 | 0 | 388 | 379 | -9 |
| Lowe's Companies | 980 | 980 | 0 | 246 | 236 | -10 |
| UnitedHealth Group Inc | 740 | 740 | 0 | 255 | 244 | -11 |
| Empire St Realty | 10,754 | 10,754 | 0 | 80 | 67 | -13 |
| Vanguard Emerging Markets ETF | 14,126 | 13,964 | -162 | 765 | 750 | -15 |
| Wisconsin Energy Group Inc. | 1,902 | 1,902 | 0 | 217 | 200 | -17 |
| Masco Corp | 4,000 | 4,000 | 0 | 281 | 253 | -28 |
| Boston Properties, Inc. | 4,850 | 4,850 | 0 | 360 | 327 | -33 |
| Southern Co | 4,710 | 4,710 | 0 | 446 | 410 | -36 |
| Illinois Tool Works | 2,580 | 2,580 | 0 | 672 | 635 | -37 |
| Genuine Parts | 2,390 | 2,390 | 0 | 331 | 293 | -38 |
| Marsh & McLennan Companies, In | 2,620 | 2,620 | 0 | 528 | 486 | -42 |
| Vanguard FTSE All-World Ex-US | 16,981 | 15,681 | -1,300 | 1,211 | 1,153 | -58 |
| Automatic Data Processing, Inc | 1,630 | 1,630 | 0 | 478 | 419 | -59 |
| VaneckVectors HY Muni ETF | 13,518 | 12,240 | -1,278 | 688 | 625 | -63 |
| Pfizer Inc. | 15,027 | 12,797 | -2,230 | 382 | 318 | -64 |
| iShares Core MSCI Emerging Mkt | 106,989 | 103,881 | -3,108 | 7,052 | 6,982 | -70 |
| Kimberly-Clark Corp | 3,030 | 2,955 | -75 | 376 | 298 | -78 |
| Stryker Corp | 4,354 | 4,354 | 0 | 1,609 | 1,530 | -79 |
| Costco Whsl Corp New Com | 390 | 290 | -100 | 360 | 250 | -110 |
| Paychex, Inc. | 7,555 | 7,555 | 0 | 957 | 847 | -110 |
| Amazon.com Inc | 35,772 | 33,539 | -2,233 | 7,854 | 7,741 | -113 |
| Chevron Corp | 8,520 | 7,920 | -600 | 1,323 | 1,207 | -116 |
| Medtronic Plc | 50,778 | 49,038 | -1,740 | 4,836 | 4,710 | -126 |
| Walt Disney Co | 47,360 | 46,552 | -808 | 5,422 | 5,296 | -126 |
| SPDR DJIA ETF Trust | 2,412 | 2,052 | -360 | 1,118 | 986 | -132 |
| iShares Russell 2000 Index Fun | 20,975 | 19,992 | -983 | 5,075 | 4,921 | -154 |
| Cisco Systems, Inc. | 144,704 | 126,314 | -18,390 | 9,900 | 9,730 | -170 |
| Pepsi Co Inc | 35,981 | 33,959 | -2,022 | 5,053 | 4,873 | -180 |
| McDonald's Corp | 25,019 | 24,172 | -847 | 7,603 | 7,387 | -216 |
| Nvidia | 40,349 | 39,188 | -1,161 | 7,528 | 7,308 | -220 |
| Apple Inc. | 58,139 | 53,583 | -4,556 | 14,803 | 14,567 | -236 |
| Omnicom Group Inc Com | 49,661 | 47,203 | -2,458 | 4,048 | 3,811 | -237 |
| J.P. Morgan Chase & Co. | 34,534 | 33,055 | -1,479 | 10,893 | 10,651 | -242 |
| Duke Energy Corp. | 45,537 | 45,407 | -130 | 5,635 | 5,322 | -313 |
| Alphabet, Inc. - Class C | 9,615 | 6,457 | -3,158 | 2,341 | 2,026 | -315 |
| Snap-On Inc. | 18,942 | 18,124 | -818 | 6,563 | 6,245 | -318 |
| Cintas Corporation | 20,270 | 20,270 | 0 | 4,160 | 3,812 | -348 |
| Verizon Communications | 108,650 | 108,475 | -175 | 4,775 | 4,418 | -357 |
| Colgate-Palmolive Company | 63,926 | 60,074 | -3,852 | 5,110 | 4,747 | -363 |
| Lockheed Martin Corp | 11,692 | 11,299 | -393 | 5,836 | 5,465 | -371 |
| Vanguard Small-Cap ETF | 9,993 | 8,405 | -1,588 | 2,541 | 2,168 | -373 |
| AMEX Energy Sector SPDR | 42,696 | 75,677 | +32,981 | 3,814 | 3,383 | -431 |