Latest BOSTON RESEARCH & MANAGEMENT INC Stock Portfolio
BOSTON RESEARCH & MANAGEMENT INC Performance:
2025 Q3: 6.23%YTD: 7.09%2024: 6.03%
Performance for 2025 Q3 is 6.23%, and YTD is 7.09%, and 2024 is 6.03%.
About BOSTON RESEARCH & MANAGEMENT INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BOSTON RESEARCH & MANAGEMENT INC reported an equity portfolio of $453.4 Millions as of 30 Sep, 2025.
The top stock holdings of BOSTON RESEARCH & MANAGEMENT INC are MSFT, IJR, AAPL. The fund has invested 4.8% of it's portfolio in MICROSOFT CORP and 4.3% of portfolio in ISHARES CORE S&P 500 ETF.
The fund managers got completely rid off WORTHINGTON ENTERPRISES, INC. (WOR) and TEXAS INSTRUMENTS (TXN) stocks. They significantly reduced their stock positions in VANECKVECTORS HY MUNI ETF (BUZZ), ISHARES US PREFERRED STOCK (AAXJ) and VANGUARD FTSE ALL-WORLD EX-US (VEU). BOSTON RESEARCH & MANAGEMENT INC opened new stock positions in EQUINIX INC (EQIX), INDEPENDENT BANK CORP MASS COM (INDB) and ARISTA NETWORKS INC. (ANET). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHSL CORP NEW COM (COST), PROCTER & GAMBLE CO (PG) and ADOBE INC (ADBE).
The top stock holdings of BOSTON RESEARCH & MANAGEMENT INC are MSFT, IJR, AAPL. The fund has invested 4.8% of it's portfolio in MICROSOFT CORP and 4.3% of portfolio in ISHARES CORE S&P 500 ETF.
The fund managers got completely rid off WORTHINGTON ENTERPRISES, INC. (WOR) and TEXAS INSTRUMENTS (TXN) stocks. They significantly reduced their stock positions in VANECKVECTORS HY MUNI ETF (BUZZ), ISHARES US PREFERRED STOCK (AAXJ) and VANGUARD FTSE ALL-WORLD EX-US (VEU). BOSTON RESEARCH & MANAGEMENT INC opened new stock positions in EQUINIX INC (EQIX), INDEPENDENT BANK CORP MASS COM (INDB) and ARISTA NETWORKS INC. (ANET). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHSL CORP NEW COM (COST), PROCTER & GAMBLE CO (PG) and ADOBE INC (ADBE).
BOSTON RESEARCH & MANAGEMENT INC Annual Return Estimates Vs S&P 500
Our best estimate is that BOSTON RESEARCH & MANAGEMENT INC made a return of 6.23% in the last quarter. In trailing 12 months, it's portfolio return was 2.03%.
New Buys
| Ticker | $ Bought |
|---|---|
| equinix inc | 2,664,000 |
| independent bank corp mass com | 1,176,000 |
| arista networks inc. | 233,000 |
| wisconsin energy group inc. | 217,000 |
| aflac, inc. | 209,000 |
New stocks bought by BOSTON RESEARCH & MANAGEMENT INC
Additions
| Ticker | % Inc. |
|---|---|
| costco whsl corp new com | 34.48 |
| procter & gamble co | 10.22 |
| adobe inc | 6.67 |
| united parcel services | 5.37 |
| accenture plc | 4.19 |
| invesco s&p 500 equal weight | 3.04 |
| nvidia | 2.81 |
| amazon.com inc | 2.77 |
Additions to existing portfolio by BOSTON RESEARCH & MANAGEMENT INC
Reductions
| Ticker | % Reduced |
|---|---|
| vaneckvectors hy muni etf | -19.2 |
| ishares us preferred stock | -7.4 |
| vanguard ftse all-world ex-us | -6.02 |
| ishares nasdaq biotechnology i | -4.25 |
| vaneck vectors biotech etf | -3.39 |
| amex energy sector spdr | -2.92 |
| bank of new york mellon corp | -2.59 |
| alphabet, inc. - class a | -1.97 |
BOSTON RESEARCH & MANAGEMENT INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| worthington enterprises, inc. | -222,000 |
| texas instruments | -220,000 |
BOSTON RESEARCH & MANAGEMENT INC got rid off the above stocks
Sector Distribution
BOSTON RESEARCH & MANAGEMENT INC has about 23.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 23.1 |
| Technology | 14.9 |
| Consumer Defensive | 10.7 |
| Industrials | 10.5 |
| Healthcare | 9.7 |
| Financial Services | 8.6 |
| Consumer Cyclical | 8.4 |
| Communication Services | 6.4 |
| Utilities | 2.7 |
| Energy | 2.5 |
| Basic Materials | 1.8 |
Market Cap. Distribution
BOSTON RESEARCH & MANAGEMENT INC has about 76.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 39.7 |
| LARGE-CAP | 37 |
| UNALLOCATED | 23.1 |
Stocks belong to which Index?
About 77.6% of the stocks held by BOSTON RESEARCH & MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 77.6 |
| Others | 22.1 |
BOSTON RESEARCH & MANAGEMENT INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BOSTON RESEARCH & MANAGEMENT INC
BOSTON RESEARCH & MANAGEMENT INC has 119 stocks in it's portfolio. About 30.1% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for BOSTON RESEARCH & MANAGEMENT INC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies, inc. | 0.05 | 1,737 | 222,000 | unchanged | 0.00 | ||
| AAPL | apple inc. | 3.27 | 58,139 | 14,803,000 | added | 1.61 | ||
| AAXJ | ishares iboxx high yield corp | 0.57 | 31,776 | 2,579,000 | reduced | -0.02 | ||
| AAXJ | ishares us preferred stock | 0.10 | 13,946 | 440,000 | reduced | -7.4 | ||
| ABBV | abbvie inc. | 2.61 | 51,138 | 11,840,000 | reduced | -0.1 | ||
| ABT | abbott laboratories | 1.75 | 59,337 | 7,947,000 | added | 1.61 | ||
| ACN | accenture plc | 1.08 | 19,854 | 4,896,000 | added | 4.19 | ||
| ADBE | adobe inc | 0.98 | 12,668 | 4,468,000 | added | 6.67 | ||
| ADP | automatic data processing, inc | 0.10 | 1,630 | 478,000 | unchanged | 0.00 | ||
| AFK | vaneck vectors biotech etf | 0.38 | 10,446 | 1,730,000 | reduced | -3.39 | ||
| AFL | aflac, inc. | 0.05 | 1,880 | 209,000 | new | |||
| AMGN | amgen inc. | 0.08 | 1,237 | 349,000 | unchanged | 0.00 | ||
| AMZN | amazon.com inc | 1.73 | 35,772 | 7,854,000 | added | 2.77 | ||
| ANET | arista networks inc. | 0.05 | 1,600 | 233,000 | new | |||
| AOA | ishares s&p growth allocation | 0.10 | 6,926 | 445,000 | added | 0.58 | ||
| AXP | american express co | 0.06 | 800 | 265,000 | unchanged | 0.00 | ||
| BA | boeing co | 0.06 | 1,300 | 280,000 | unchanged | 0.00 | ||
| BK | bank of new york mellon corp | 2.02 | 84,262 | 9,181,000 | reduced | -2.59 | ||
| BMY | bristol-myers squibb company | 0.07 | 6,660 | 300,000 | unchanged | 0.00 | ||
| BUZZ | vaneckvectors hy muni etf | 0.15 | 13,518 | 688,000 | reduced | -19.2 | ||