§ 13F · FUND PROFILE
BOSTON RESEARCH & MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $418.4B (13F)Positions · 116Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 32K | $21.8B | 5.0% | +8% |
| 2 | MSFT | Microsoft Corp | 39K | $18.9B | 4.4% | −6% |
| 3 | AAPL | Apple Inc. | 54K | $14.6B | 3.4% | −8% |
| 4 | GOOGL | Alphabet, Inc. - Class A | 46K | $14.3B | 3.3% | −10% |
| 5 | WMT | Wal-Mart Stores | 112K | $12.5B | 2.9% | −13% |
| 6 | ABBV | AbbVie Inc. | 49K | $11.1B | 2.6% | −5% |
| 7 | MA | Mastercard, Inc. | 19K | $10.9B | 2.5% | −6% |
| 8 | JPM | J.P. Morgan Chase & Co. | 33K | $10.7B | 2.5% | −4% |
| 9 | CSCO | Cisco Systems, Inc. | 126K | $9.7B | 2.2% | −13% |
| 10 | IJR | iShares Core S&P SmallCap ETF | 76K | $9.1B | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOSTON SIGNAL
AC read
BOSTON RESEARCH & MANAGEMENT INC is a Other fund managing $418.4 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed