BOSTON RESEARCH & MANAGEMENT INC
CIK 1259261
13F filing for Q2 2026・No. 4,157
- Holdings
- US$452.63M
- Quarter change
- −US$396.64M
- Entries
- 121
- Net bought (estimate)
- −US$439.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 0
- Cut 113
- Added 1
- Corporate actions 0
- Unchanged 1
Largest holdings
121 stocks worth US$452.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 28,863 | US$21.62M | 4.78% |
| GOOGLAlphabetCAP STK CL A | Cut | 43,406 | US$15.51M | 3.43% |
| CSCOCISCO SYS INCCOM | Cut | 123,742 | US$14.53M | 3.21% |
| AAPLAppleCOM | Cut | 49,123 | US$14.21M | 3.14% |
| MSFTMicrosoftCOM | Cut | 36,953 | US$13.78M | 3.05% |
| WMTWALMART INCCOM | Cut | 107,734 | US$12.2M | 2.70% |
| ABBVABBVIE INCCOM | Cut | 48,129 | US$12.11M | 2.68% |
| ISHARES TRCORE S&P SCP ETF | Cut | 75,300 | US$11.17M | 2.47% |
| JPMJPMORGAN CHASE & COCOM | Cut | 32,195 | US$10.54M | 2.33% |
| FASTFASTENAL COCOM | Cut | 199,875 | US$9.6M | 2.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.