2026 Q2 Portfolio Activity
In 2026 Q2, BOSTON RESEARCH & MANAGEMENT INC maintained a portfolio of 121 distinct positions. The most significant new addition was ALBEMARLE CORP, now representing 1.22% of the total fund value. They heavily accumulated shares in LOWES COS INC, increasing the position by 2220.9%.
Position History
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Total Positions
121
Quarter
2026 Q2
Top Holding
IVV (4.8%)
Top 10 Concentration
29.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 121
BOSTON RESEARCH & MANAGEMENT INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 4.78% | 4.51% |
#1
Prev: #1
|
4.4 |
—
|
-203 | -0.7% |
P
S
|
28,863 | $21,615,280 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.43% | 3.01% |
#2
2
Prev: #4
|
3.4 |
—
|
-710 | -1.6% |
P
S
|
43,406 | $15,512,089 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CSCO
CISCO SYS INC
|
Technology | 3.21% | 2.31% |
#3
4
Prev: #7
|
2.8 |
—
|
-1,784 | -1.4% |
P
S
|
123,742 | $14,534,719 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AAPL
APPLE INC
|
Technology | 3.14% | 2.99% |
#4
1
Prev: #5
|
2.3 |
—
|
-551 | -1.1% |
P
S
|
49,123 | $14,214,257 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.05% | 3.24% |
#5
2
Prev: #3
|
2.2 |
—
|
93 | 0.3% |
P
S
|
36,953 | $13,784,228 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.70% | 3.25% |
#6
4
Prev: #2
|
1.6 |
—
|
-2,390 | -2.2% |
P
S
|
107,734 | $12,201,953 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.68% | 2.50% |
#7
1
Prev: #6
|
1.6 |
—
|
-224 | -0.5% |
P
S
|
48,129 | $12,111,182 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IJR
ISHARES TR
|
ETF | 2.47% | 2.24% |
#8
1
Prev: #9
|
1.5 |
—
|
-427 | -0.6% |
P
S
|
75,300 | $11,167,725 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.33% | 2.26% |
#9
1
Prev: #8
|
1.4 |
—
|
-168 | -0.5% |
P
S
|
32,195 | $10,538,237 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FAST
FASTENAL CO
|
Industrials | 2.12% | 2.22% |
#10
Prev: #10
|
1.3 |
—
|
-1,495 | -0.7% |
P
S
|
199,875 | $9,599,997 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BK
BANK OF NY MELL...
|
Financial Services | 2.04% | 1.82% |
#11
6
Prev: #17
|
1.3 |
—
|
-755 | -1.2% |
P
S
|
63,884 | $9,238,316 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.92% | 2.01% |
#12
Prev: #12
|
1.3 |
—
|
-306 | -1.7% |
P
S
|
17,366 | $8,689,773 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.88% | 1.99% |
#13
Prev: #13
|
1.3 |
—
|
-145 | -0.9% |
P
S
|
16,607 | $8,529,333 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.87% | 1.90% |
#14
Prev: #14
|
1.2 |
—
|
-727 | -1.1% |
P
S
|
65,845 | $8,461,120 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IEMG
ISHARES INC
|
ETF | 1.84% | 1.71% |
#15
4
Prev: #19
|
1.2 |
—
|
-2,563 | -2.5% |
P
S
|
100,742 | $8,345,480 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LIN
LINDE PLC
|
Basic Materials | 1.79% | 1.86% |
#16
1
Prev: #15
|
1.2 |
—
|
-144 | -0.9% |
P
S
|
15,624 | $8,107,976 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.76% | 1.66% |
#17
3
Prev: #20
|
1.2 |
—
|
-215 | -0.6% |
P
S
|
33,369 | $7,953,186 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.70% | 1.62% |
#18
4
Prev: #22
|
1.2 |
—
|
-572 | -1.5% |
P
S
|
38,473 | $7,698,066 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.60% | 2.14% |
#19
8
Prev: #11
|
1.1 |
—
|
-240 | -0.5% |
P
S
|
52,945 | $7,238,641 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SNA
SNAP ON INC
|
Industrials | 1.58% | 1.55% |
#20
6
Prev: #26
|
1.1 |
—
|
-223 | -1.2% |
P
S
|
17,731 | $7,134,955 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.52% | 1.61% |
#21
2
Prev: #23
|
1.1 |
—
|
111 | 0.2% |
P
S
|
46,908 | $6,878,612 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XYL
XYLEM INC
|
Industrials | 1.49% | 1.59% |
#22
3
Prev: #25
|
1.1 |
—
|
882 | 1.6% |
P
S
|
57,009 | $6,739,034 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IEFA
ISHARES TR
|
ETF | 1.46% | 1.50% |
#23
4
Prev: #27
|
1.1 |
—
|
-985 | -1.4% |
P
S
|
68,567 | $6,622,240 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DHI
D R HORTON INC
|
Consumer Cyclical | 1.44% | 1.31% |
#24
8
Prev: #32
|
1.1 |
—
|
-223 | -0.6% |
P
S
|
40,067 | $6,526,113 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 1.44% | 1.48% |
#25
3
Prev: #28
|
1.1 |
—
|
-37 | -0.2% |
P
S
|
23,271 | $6,515,803 | 2004 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.43% | 1.78% |
#26
8
Prev: #18
|
1.1 |
—
|
-92 | -0.4% |
P
S
|
24,010 | $6,490,008 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 1.43% | 1.63% |
#27
6
Prev: #21
|
1.1 |
—
|
-190 | -0.3% |
P
S
|
73,786 | $6,476,198 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.32% | 1.34% |
#28
3
Prev: #31
|
1.0 |
—
|
-460 | -0.6% |
P
S
|
73,647 | $5,985,292 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.28% | 1.06% |
#29
15
Prev: #44
|
1.5 |
—
|
no change | no change |
P
S
|
4,833 | $5,796,846 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 1.28% | 1.42% |
#30
Prev: #30
|
1.0 |
—
|
-88 | -0.2% |
P
S
|
45,624 | $5,775,086 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SYY
SYSCO CORP
|
Consumer Defensive | 1.26% | 1.15% |
#31
8
Prev: #39
|
1.0 |
—
|
816 | 1.2% |
P
S
|
68,451 | $5,721,105 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.26% | 1.60% |
#32
8
Prev: #24
|
1.0 |
—
|
16 | 0.1% |
P
S
|
11,177 | $5,694,322 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
USB
US BANCORP
|
Financial Services | 1.25% | 1.17% |
#33
5
Prev: #38
|
1.0 |
—
|
-1,145 | -1.2% |
P
S
|
93,913 | $5,672,363 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 1.22% | 1.23% |
#34
3
Prev: #37
|
1.0 |
—
|
-205 | -0.3% |
P
S
|
60,464 | $5,543,340 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ALB/PRA
ALBEMARLE CORP
|
Unknown | 1.22% | — |
#35
Prev: #—
|
4.0 |
—
|
99,820 | — |
NEW
|
99,820 | $5,525,037 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.22% | 1.26% |
#36
1
Prev: #35
|
1.0 |
—
|
160 | 1.5% |
P
S
|
10,974 | $5,501,930 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IWM
ISHARES TR
|
ETF | 1.20% | 1.09% |
#37
4
Prev: #41
|
1.0 |
—
|
-470 | -2.5% |
P
S
|
18,027 | $5,416,243 | 2004 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.19% | 1.46% |
#38
9
Prev: #29
|
1.0 |
—
|
-202 | -0.3% |
P
S
|
59,474 | $5,396,627 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 1.18% | 1.82% |
#39
23
Prev: #16
|
1.0 |
—
|
-215 | -0.1% |
P
S
|
169,260 | $5,350,309 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.15% | 1.08% |
#40
3
Prev: #43
|
1.0 |
—
|
-35 | -0.5% |
P
S
|
6,971 | $5,205,940 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 1.11% | 0.05% |
#41
66
Prev: #107
|
3.4 |
—
|
21,765 | 2220.9% |
P
S
|
22,745 | $5,015,046 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.02% | 1.24% |
#42
6
Prev: #36
|
0.9 |
—
|
396 | 1.2% |
P
S
|
34,145 | $4,623,166 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.01% | 1.29% |
#43
9
Prev: #34
|
0.9 |
—
|
384 | 0.4% |
P
S
|
108,377 | $4,588,673 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.01% | 1.11% |
#44
4
Prev: #40
|
0.9 |
—
|
-750 | -1.6% |
P
S
|
47,627 | $4,584,129 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.01% | 0.94% |
#45
5
Prev: #50
|
1.4 |
—
|
no change | no change |
P
S
|
12,380 | $4,581,096 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 1.01% | 0.99% |
#46
Prev: #46
|
0.9 |
—
|
-85 | -0.2% |
P
S
|
42,352 | $4,552,840 | 2011 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.95% | 1.30% |
#47
14
Prev: #33
|
0.9 |
—
|
-193 | -0.5% |
P
S
|
41,367 | $4,300,539 | 2005 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 0.94% | 0.96% |
#48
Prev: #48
|
0.9 |
—
|
-38 | -0.9% |
P
S
|
4,068 | $4,240,443 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.88% | 1.04% |
#49
4
Prev: #45
|
0.9 |
—
|
655 | 1.3% |
P
S
|
51,201 | $4,005,420 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.87% | 1.09% |
#50
8
Prev: #42
|
0.8 |
—
|
-334 | -0.4% |
P
S
|
74,398 | $3,951,261 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-50 of 121 holdings