BOSTON RESEARCH & MANAGEMENT INC
CIK 0001259261 · MANCHESTER, MA · Quarter end: 2024-09-30 · Filed on: 2026-09-18 · Open the SEC source ↗
The most recent 13F EDGAR holds under this CIK is 2024 Q3, filed 2026-09-18. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$432.8M
2024 Q3
Positions
116
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.8%
Est. Net Flow (Q)
—
2024 Q3
Top Holdings
IVV
ISHARES TR
4.3%
MSFT
MICROSOFT CORP
4.2%
AAPL
APPLE INC
3.1%
WMT
WALMART INC
2.6%
MA
MASTERCARD INCORPORATED
2.5%
TSCO
TRACTOR SUPPLY CO
2.5%
ABBV
ABBVIE INC
2.4%
BRK-B
BERKSHIRE HATHAWAY INC DEL
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.