BOSTON RESEARCH & MANAGEMENT INC Diversified Active

Location: Manchester, MA

CIK: 0001259261 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $434M

Holdings (120)

IVV iShares Core S&P 500 ETF 5.0%
Value $21.8M Shares 31,827 Est. Cost $302.55 Unrealized
MSFT Microsoft Corp 4.4%
Value $18.95M Shares 39,185 Est. Cost $30.31 Unrealized +1551.3%
AAPL Apple Inc. 3.4%
Value $14.57M Shares 53,583 Est. Cost $90.26 Unrealized +197.3%
Alphabet, Inc. - Class A 3.3%
Value $14.29M Shares 45,649 Est. Cost $126.34 Unrealized
WMT Wal-Mart Stores 2.9%
Value $12.53M Shares 112,494 Est. Cost $44.69 Unrealized +139.9%
AbbVie Inc. 2.6%
Value $11.12M Shares 48,688 Est. Cost $60.51 Unrealized
Mastercard, Inc. 2.5%
Value $10.91M Shares 19,112 Est. Cost $124.97 Unrealized
J.P. Morgan Chase & Co. 2.5%
Value $10.65M Shares 33,055 Est. Cost $105.42 Unrealized
Cisco Systems, Inc. 2.2%
Value $9.73M Shares 126,314 Est. Cost $28.12 Unrealized
IJR iShares Core S&P SmallCap ETF 2.1%
Value $9.135M Shares 76,018 Est. Cost $82.29 Unrealized
BRK/B Berkshire Hathaway Inc. Class 2.1%
Value $9.1M Shares 18,105 Est. Cost $138.52 Unrealized +259.2%
TSCO Tractor Supply Co 1.9%
Value $8.335M Shares 166,680 Est. Cost $46.48 Unrealized +15.6%
FAST Fastenal Co 1.9%
Value $8.141M Shares 202,870 Est. Cost $25.88 Unrealized +62.4%
Xylem Inc. 1.8%
Value $7.85M Shares 57,645 Est. Cost $40.75 Unrealized
AMZN Amazon.com Inc 1.8%
Value $7.741M Shares 33,539 Est. Cost $125.18 Unrealized +82.8%
BK Bank of New York Mellon Corp 1.7%
Value $7.525M Shares 64,824 Est. Cost $31.56 Unrealized +250.2%
MCD McDonald's Corp 1.7%
Value $7.387M Shares 24,172 Est. Cost $90.13 Unrealized +238.5%
NVDA Nvidia 1.7%
Value $7.308M Shares 39,188 Est. Cost $119.33 Unrealized +56.0%
ABT Abbott Laboratories 1.6%
Value $7.106M Shares 56,721 Est. Cost $44.61 Unrealized +185.3%
iShares Core MSCI Emerging Mkt 1.6%
Value $6.982M Shares 103,881 Est. Cost $47.51 Unrealized
MRK Merck & Co. Inc. 1.6%
Value $6.946M Shares 65,994 Est. Cost $54.08 Unrealized +72.4%
Exxon Mobil Corp. 1.6%
Value $6.863M Shares 57,036 Est. Cost $82.13 Unrealized
PG Procter & Gamble Co 1.6%
Value $6.759M Shares 47,170 Est. Cost $85.80 Unrealized +71.5%
Linde PLC 1.5%
Value $6.536M Shares 15,330 Est. Cost $355.44 Unrealized
SNA Snap-On Inc. 1.4%
Value $6.245M Shares 18,124 Est. Cost $129.97 Unrealized +162.0%
iShares Core MSCI EAFE ETF 1.4%
Value $6.242M Shares 69,781 Est. Cost $60.66 Unrealized
TMO Thermo Fisher Scientific 1.4%
Value $6.13M Shares 10,579 Est. Cost $448.92 Unrealized +25.9%
NEE Nextera Energy Inc. 1.4%
Value $5.989M Shares 74,611 Est. Cost $64.10 Unrealized +28.7%
LH Labcorp Holdings 1.4%
Value $5.906M Shares 23,543 Est. Cost $199.85 Unrealized +32.7%
D.R. Horton, Inc. 1.4%
Value $5.878M Shares 40,817 Est. Cost $85.02 Unrealized
LMT Lockheed Martin Corp 1.3%
Value $5.465M Shares 11,299 Est. Cost $348.29 Unrealized +36.7%
Duke Energy Corp. 1.2%
Value $5.322M Shares 45,407 Est. Cost $86.77 Unrealized
DIS Walt Disney Co 1.2%
Value $5.296M Shares 46,552 Est. Cost $100.78 Unrealized +8.7%
KO Coca-Cola Company 1.2%
Value $5.217M Shares 74,630 Est. Cost $32.68 Unrealized +112.4%
USB US Bancorp 1.2%
Value $5.072M Shares 95,058 Est. Cost $34.15 Unrealized +42.7%
SYY Sysco Corp 1.1%
Value $4.978M Shares 67,560 Est. Cost $63.85 Unrealized +18.3%
IWM iShares Russell 2000 Index Fun 1.1%
Value $4.921M Shares 19,992 Est. Cost $97.53 Unrealized
ACN Accenture PLC 1.1%
Value $4.912M Shares 18,308 Est. Cost $118.93 Unrealized +113.6%
PEP Pepsi Co Inc 1.1%
Value $4.873M Shares 33,959 Est. Cost $80.18 Unrealized +82.0%
SPY SPDR S&P 500 ETF 1.1%
Value $4.804M Shares 7,046 Est. Cost $170.29 Unrealized
CL Colgate-Palmolive Company 1.1%
Value $4.747M Shares 60,074 Est. Cost $53.04 Unrealized +47.6%
MDT Medtronic Plc 1.1%
Value $4.71M Shares 49,038 Est. Cost $65.88 Unrealized +47.4%
GIS General Mills Inc Com 1.1%
Value $4.653M Shares 100,079 Est. Cost $38.79 Unrealized +22.4%
LLY Eli Lilly & Co 1.0%
Value $4.457M Shares 4,148 Est. Cost $42.21 Unrealized +2163.6%
Verizon Communications 1.0%
Value $4.418M Shares 108,475 Est. Cost $44.81 Unrealized
VTI Vanguard Total Stock Market ET 1.0%
Value $4.15M Shares 12,380 Est. Cost $84.24 Unrealized
UPS United Parcel Services 0.9%
Value $3.894M Shares 39,265 Est. Cost $79.77 Unrealized +16.3%
COP ConocoPhillips 0.9%
Value $3.854M Shares 41,178 Est. Cost $57.05 Unrealized +57.8%
CTAS Cintas Corporation 0.9%
Value $3.812M Shares 20,270 Est. Cost $144.92 Unrealized +29.8%
IAU iShares Comex Gold Trust 0.9%
Value $3.811M Shares 46,954 Est. Cost $33.69 Unrealized
OMC Omnicom Group Inc Com 0.9%
Value $3.811M Shares 47,203 Est. Cost $52.13 Unrealized +45.3%
Adobe Inc 0.8%
Value $3.601M Shares 10,289 Est. Cost $463.24 Unrealized
IJH iShares Core S&P Midcap ETF 0.8%
Value $3.452M Shares 52,316 Est. Cost $86.29 Unrealized
AMEX Energy Sector SPDR 0.8%
Value $3.383M Shares 75,677 Est. Cost $43.74 Unrealized
HD Home Depot, Inc. 0.7%
Value $3.029M Shares 8,805 Est. Cost $70.82 Unrealized +414.8%
Equinix Inc 0.7%
Value $2.997M Shares 3,913 Est. Cost $780.83 Unrealized
CMCSA Comcast Corp Cl A Vtg 0.7%
Value $2.898M Shares 96,971 Est. Cost $29.94 Unrealized -4.7%
HYG iShares iBoxx High Yield Corp 0.6%
Value $2.579M Shares 31,992 Est. Cost $84.78 Unrealized
VB Vanguard Small-Cap ETF 0.5%
Value $2.168M Shares 8,405 Est. Cost $108.08 Unrealized
Alphabet, Inc. - Class C 0.5%
Value $2.026M Shares 6,457 Est. Cost $121.71 Unrealized
CAT Caterpillar 0.5%
Value $2.006M Shares 3,502 Est. Cost $69.91 Unrealized +694.6%
JNJ Johnson & Johnson 0.5%
Value $1.989M Shares 9,613 Est. Cost $66.31 Unrealized +197.1%
ORCL Oracle Corp. 0.4%
Value $1.912M Shares 9,814 Est. Cost $33.30 Unrealized +615.0%
SYK Stryker Corp 0.4%
Value $1.53M Shares 4,354 Est. Cost $56.92 Unrealized +538.6%
VEA Vanguard Developed Markets ETF 0.3%
Value $1.253M Shares 20,068 Est. Cost $39.05 Unrealized
INDB Independent Bank Corp Mass Com 0.3%
Value $1.243M Shares 17,011 Est. Cost $66.90 Unrealized +5.4%
RSP Invesco S&P 500 Equal Weight 0.3%
Value $1.209M Shares 6,312 Est. Cost $173.42 Unrealized
CVX Chevron Corp 0.3%
Value $1.207M Shares 7,920 Est. Cost $73.85 Unrealized +105.0%
VEU Vanguard FTSE All-World Ex-US 0.3%
Value $1.153M Shares 15,681 Est. Cost $44.39 Unrealized
DIA SPDR DJIA ETF Trust 0.2%
Value $986K Shares 2,052 Est. Cost $367.03 Unrealized
IBM Intl Business Machines Corp 0.2%
Value $965K Shares 3,260 Est. Cost $111.21 Unrealized +168.7%
PFF iShares US Preferred Stock 0.2%
Value $964K Shares 31,159 Est. Cost $32.17 Unrealized
PAYX Paychex, Inc. 0.2%
Value $847K Shares 7,555 Est. Cost $25.02 Unrealized +365.8%
VWO Vanguard Emerging Markets ETF 0.2%
Value $750K Shares 13,964 Est. Cost $39.32 Unrealized
GE GE Aerospace 0.2%
Value $730K Shares 2,373 Est. Cost $66.62 Unrealized +351.5%
MMM 3M Co 0.2%
Value $703K Shares 4,394 Est. Cost $77.42 Unrealized +110.8%
IYK iShares US Consumer Staples ET 0.2%
Value $702K Shares 10,500 Est. Cost $66.86 Unrealized
Waste Management, Inc. 0.2%
Value $678K Shares 3,090 Est. Cost $41.04 Unrealized
EMR Emerson Electric Co 0.2%
Value $676K Shares 5,100 Est. Cost $37.33 Unrealized +254.6%
YUM Yum! Brands Inc. 0.2%
Value $653K Shares 4,320 Est. Cost $41.04 Unrealized +259.8%
ITW Illinois Tool Works 0.1%
Value $635K Shares 2,580 Est. Cost $61.40 Unrealized +303.2%
VaneckVectors HY Muni ETF 0.1%
Value $625K Shares 12,240 Est. Cost $60.62 Unrealized
Tesla Inc. 0.1%
Value $568K Shares 1,265 Est. Cost $258.50 Unrealized
Invesco QQQ Trust Series 1 0.1%
Value $518K Shares 844 Est. Cost $306.84 Unrealized
QCOM Qualcomm, Inc. 0.1%
Value $516K Shares 3,020 Est. Cost $63.38 Unrealized +169.5%
MRSH Marsh & McLennan Companies, In 0.1%
Value $486K Shares 2,620 Est. Cost $61.73 Unrealized +202.0%
AGG iShares Core Total US Bond Mar 0.1%
Value $471K Shares 4,721 Est. Cost $104.92 Unrealized
AOR iShares S&P Growth Allocation 0.1%
Value $452K Shares 6,956 Est. Cost $38.20 Unrealized
DHR Danaher Corp. 0.1%
Value $439K Shares 1,918 Est. Cost $71.26 Unrealized +208.1%
ADP Automatic Data Processing, Inc 0.1%
Value $419K Shares 1,630 Est. Cost $125.00 Unrealized +111.9%
SO Southern Co 0.1%
Value $410K Shares 4,710 Est. Cost $29.23 Unrealized +211.0%
AMGN Amgen Inc. 0.1%
Value $404K Shares 1,237 Est. Cost $130.63 Unrealized +141.9%
GE Vernova Inc 0.1%
Value $392K Shares 600 Est. Cost $528.33 Unrealized
PPG PPG Industries 0.1%
Value $379K Shares 3,700 Est. Cost $77.00 Unrealized +30.0%
IXN iShares S&P Global Tech Sector 0.1%
Value $378K Shares 3,600 Est. Cost $61.94 Unrealized
BMY Bristol-Myers Squibb Company 0.1%
Value $359K Shares 6,660 Est. Cost $37.82 Unrealized +25.6%
BXP Boston Properties, Inc. 0.1%
Value $327K Shares 4,850 Est. Cost $64.00 Unrealized +10.0%
PFE Pfizer Inc. 0.1%
Value $318K Shares 12,797 Est. Cost $20.03 Unrealized +25.0%
NUE Nucor Corporation 0.1%
Value $315K Shares 1,936 Est. Cost $102.52 Unrealized +46.1%
IWF iShares Russell 1000 Growth In 0.1%
Value $304K Shares 643 Est. Cost $274.97 Unrealized
RTX Corporation 0.1%
Value $299K Shares 1,635 Est. Cost $120.90 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value $298K Shares 2,955 Est. Cost $63.45 Unrealized +70.8%
AXP American Express Co 0.1%
Value $295K Shares 800 Est. Cost $245.13 Unrealized +45.6%
GPC Genuine Parts 0.1%
Value $293K Shares 2,390 Est. Cost $67.34 Unrealized +91.1%
IWB iShares Russell 1000 Index Fun 0.1%
Value $286K Shares 768 Est. Cost $261.72 Unrealized
BA Boeing Co 0.1%
Value $282K Shares 1,300 Est. Cost $156.93 Unrealized +31.1%
GS Goldman Sachs Group Com 0.1%
Value $263K Shares 300 Est. Cost $571.74 Unrealized +42.3%
GD General Dynamics Corporation 0.1%
Value $259K Shares 770 Est. Cost $234.24 Unrealized +45.5%
MAS Masco Corp 0.1%
Value $253K Shares 4,000 Est. Cost $49.92 Unrealized +29.7%
AMAT Applied Materials Inc 0.1%
Value $250K Shares 975 Est. Cost $239.49 Unrealized 0.0%
COST Costco Whsl Corp New Com 0.1%
Value $250K Shares 290 Est. Cost $770.84 Unrealized +17.5%
UNH UnitedHealth Group Inc 0.1%
Value $244K Shares 740 Est. Cost $236.60 Unrealized +42.5%
Agilent Technologies, Inc. 0.1%
Value $236K Shares 1,737 Est. Cost $118.15 Unrealized
LOW Lowe's Companies 0.1%
Value $236K Shares 980 Est. Cost $197.77 Unrealized +21.3%
CHRW CH Robinson Worldwide Inc 0.1%
Value $223K Shares 1,390 Est. Cost $147.32 Unrealized 0.0%
Yum China Holding Inc. 0.0%
Value $209K Shares 4,389 Est. Cost $47.62 Unrealized
AFL Aflac, Inc. 0.0%
Value $207K Shares 1,880 Est. Cost $104.19 Unrealized +5.4%
CVS CVS Health Corp 0.0%
Value $201K Shares 2,539 Est. Cost $78.67 Unrealized 0.0%
Wisconsin Energy Group Inc. 0.0%
Value $200K Shares 1,902 Est. Cost $114.09 Unrealized
ESBA Empire St Realty 0.0%
Value $67,000 Shares 10,754 Est. Cost $10.14 Unrealized