§ 13F · FUND PROFILE
BOSTON RESEARCH & MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $453K (13F)Positions · 119Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$0K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 29K | $19K | 4.5% | −9% |
| 2 | WMT | Wal-Mart Stores | 110K | $14K | 3.3% | −2% |
| 3 | MSFT | Microsoft Corp | 37K | $14K | 3.2% | −6% |
| 4 | GOOGL | Alphabet, Inc. - Class A | 44K | $13K | 3.0% | −3% |
| 5 | AAPL | Apple Inc. | 50K | $13K | 3.0% | −7% |
| 6 | ABBV | AbbVie Inc. | 48K | $11K | 2.5% | −1% |
| 7 | CSCO | Cisco Systems, Inc. | 126K | $10K | 2.3% | −1% |
| 8 | JPM | J.P. Morgan Chase & Co. | 32K | $10K | 2.3% | −2% |
| 9 | IJR | iShares Core S&P SmallCap ETF | 76K | $9K | 2.2% | ±0% |
| 10 | FAST | Fastenal Co | 201K | $9K | 2.2% | −1% |
§ 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 $453 thousand in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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