BOSTON RESEARCH & MANAGEMENT INC
•CIK: 1259261•Filing: Q4 2025
**BOSTON RESEARCH & MANAGEMENT INC** manages $434M across a diversified portfolio of 120 positions. The fund exhibits significant concentration in mega-cap technology and consumer staples, with top holdings including IVV at $21.8M and MSFT at $18.9M. Notable allocations also include AAPL ($14.6M), GOOGL ($14.3M), and WMT ($12.5M). This structure suggests a core focus on established, market-leading growth and defensive sectors.
Total AUM
$433.7M
QoQ Performance
-4.3%
Positions
120
Top 10 Concentration
30.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.0%
MSFT4.4%
AAPL3.4%
Alphabet,3.3%
WMT2.9%
ABBV2.6%
Mastercard,2.5%
J.P.2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.4%
Technology14.0%
Healthcare10.2%
Consumer7.3%
ETF6.1%
Industrial3.0%
Consumer Staples2.3%
Financial2.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑10 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023