BOSTON RESEARCH & MANAGEMENT INC
data from 30/09/2025
Capitalization
$ 453.374 M
8.37 %
Performance
$ 16.657 B
74 374.64 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | MSFT | Microsoft Corp | 4.75% | 21.519 M $ | 41547 | 2003/09/30 | 850.376 K $ | 4.13 % |
| 2025/09/30 | IVV | iShares Core S&P 500 ETF | 4.34% | 19.694 M $ | 29424 | 2013/12/31 | 1.434 M $ | 7.80 % |
| 2025/09/30 | AAPL | Apple Inc. | 3.27% | 14.803 M $ | 58139 | 2013/06/30 | 2.830 M $ | 24.11 % |
| 2025/09/30 | WMT | Wal-Mart Stores | 2.93% | 13.286 M $ | 128921 | 2003/09/30 | 683.554 K $ | 5.40 % |
| 2025/09/30 | GOOGL | Alphabet, Inc. - Class A | 2.73% | 12.356 M $ | 50830 | 2015/09/30 | 3.467 M $ | 37.95 % |
| 2025/09/30 | ABBV | AbbVie Inc. | 2.61% | 11.840 M $ | 51138 | 2013/03/31 | 2.351 M $ | 24.74 % |
| 2025/09/30 | MA | Mastercard, Inc. | 2.56% | 11.619 M $ | 20426 | 2009/03/31 | 140.292 K $ | 1.22 % |
| 2025/09/30 | JPM | J.P. Morgan Chase & Co. | 2.40% | 10.893 M $ | 34534 | 2003/09/30 | 895.445 K $ | 8.80 % |
| 2025/09/30 | FAST | Fastenal Co | 2.27% | 10.284 M $ | 209717 | 2009/06/30 | 1.487 M $ | 16.76 % |
| 2025/09/30 | TSCO | Tractor Supply Co | 2.19% | 9.951 M $ | 174985 | 2017/09/30 | 723.977 K $ | 7.77 % |
| 2025/09/30 | CSCO | Cisco Systems, Inc. | 2.18% | 9.900 M $ | 144704 | 2003/09/30 | -138.959 K $ | -1.38 % |
| 2025/09/30 | BRK-B | Berkshire Hathaway Inc. Class | 2.11% | 9.555 M $ | 19006 | 2009/12/31 | 320.733 K $ | 3.49 % |
| 2025/09/30 | XYL | Xylem Inc. | 2.10% | 9.539 M $ | 64674 | 2011/12/31 | 1.173 M $ | 14.02 % |
| 2025/09/30 | BK | Bank of New York Mellon Corp | 2.03% | 9.181 M $ | 84262 | 2011/03/31 | 1.544 M $ | 19.59 % |
| 2025/09/30 | IJR | iShares Core S&P SmallCap ETF | 2.00% | 9.046 M $ | 76126 | 2006/03/31 | 726.795 K $ | 8.73 % |
| 2025/09/30 | ABT | Abbott Laboratories | 1.75% | 7.947 M $ | 59337 | 2004/06/30 | -120.877 K $ | -1.52 % |
| 2025/09/30 | AMZN | Amazon.com Inc | 1.73% | 7.854 M $ | 35772 | 2020/06/30 | 6.265 K $ | 0.08 % |
| 2025/09/30 | MCD | McDonald's Corp | 1.68% | 7.603 M $ | 25019 | 2009/03/31 | 293.199 K $ | 4.01 % |
| 2025/09/30 | PG | Procter & Gamble Co | 1.68% | 7.594 M $ | 49426 | 2003/09/30 | -254.271 K $ | -3.56 % |
| 2025/09/30 | LIN | Linde PLC | 1.67% | 7.572 M $ | 15942 | 2023/03/31 | 92.281 K $ | 1.24 % |
| 2025/09/30 | NVDA | Nvidia | 1.66% | 7.528 M $ | 40349 | 2023/06/30 | 1.122 M $ | 18.10 % |
| 2025/09/30 | DHI | D.R. Horton, Inc. | 1.58% | 7.184 M $ | 42392 | 2021/09/30 | 1.721 M $ | 31.46 % |
| 2025/09/30 | IEMG | iShares Core MSCI Emerging Mkt | 1.56% | 7.052 M $ | 106989 | 2014/09/30 | 630.277 K $ | 9.81 % |
| 2025/09/30 | LH | Labcorp Holdings | 1.53% | 6.930 M $ | 24141 | 2024/06/30 | 593.152 K $ | 9.35 % |
| 2025/09/30 | SNA | Snap-On Inc. | 1.45% | 6.563 M $ | 18942 | 2020/06/30 | 670.483 K $ | 11.36 % |
| 2025/09/30 | XOM | Exxon Mobil Corp. | 1.40% | 6.338 M $ | 56221 | 2003/09/30 | 271.131 K $ | 4.59 % |
| 2025/09/30 | IEFA | iShares Core MSCI EAFE ETF | 1.36% | 6.162 M $ | 70577 | 2014/09/30 | 270.191 K $ | 4.59 % |
| 2025/09/30 | LMT | Lockheed Martin Corp | 1.29% | 5.836 M $ | 11692 | 2021/06/30 | 414.949 K $ | 7.79 % |
| 2025/09/30 | GIS | General Mills Inc Com | 1.28% | 5.816 M $ | 115357 | 2018/06/30 | -157.745 K $ | -2.68 % |
| 2025/09/30 | NEE | Nextera Energy Inc. | 1.28% | 5.814 M $ | 77021 | 2011/03/31 | 466.922 K $ | 8.75 % |
| 2025/09/30 | MRK | Merck & Co. Inc. | 1.25% | 5.674 M $ | 67615 | 2009/12/31 | 321.302 K $ | 6.03 % |
| 2025/09/30 | SYY | Sysco Corp | 1.25% | 5.659 M $ | 68737 | 2012/03/31 | 450.153 K $ | 8.72 % |
| 2025/09/30 | DUK | Duke Energy Corp. | 1.24% | 5.635 M $ | 45537 | 2012/09/30 | 262.516 K $ | 4.87 % |
| 2025/09/30 | DIS | Walt Disney Co | 1.20% | 5.422 M $ | 47360 | 2003/09/30 | -442.024 K $ | -7.67 % |
| 2025/09/30 | TMO | Thermo Fisher Scientific | 1.17% | 5.321 M $ | 10971 | 2020/06/30 | 871.500 K $ | 19.62 % |
| 2025/09/30 | KO | Coca-Cola Company | 1.14% | 5.155 M $ | 77743 | 2003/09/30 | -335.506 K $ | -6.26 % |
| 2025/09/30 | CL | Colgate-Palmolive Company | 1.13% | 5.110 M $ | 63926 | 2003/12/31 | -689.822 K $ | -12.06 % |
| 2025/09/30 | IWM | iShares Russell 2000 Index Fun | 1.12% | 5.075 M $ | 20975 | 2004/03/31 | 548.915 K $ | 12.13 % |
| 2025/09/30 | PEP | Pepsi Co Inc | 1.11% | 5.053 M $ | 35981 | 2003/09/30 | 306.180 K $ | 6.36 % |
| 2025/09/30 | ACN | Accenture PLC | 1.08% | 4.896 M $ | 19854 | 2009/09/30 | -996.438 K $ | -17.50 % |
| 2025/09/30 | MDT | Medtronic Plc | 1.07% | 4.836 M $ | 50778 | 2014/12/31 | 407.510 K $ | 9.26 % |
| 2025/09/30 | USB | US Bancorp | 1.05% | 4.776 M $ | 98833 | 2013/12/31 | 301.960 K $ | 6.81 % |
| 2025/09/30 | VZ | Verizon Communications | 1.05% | 4.775 M $ | 108650 | 2012/06/30 | 73.413 K $ | 1.57 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF | 1.04% | 4.694 M $ | 7046 | 2003/09/30 | 342.901 K $ | 7.82 % |
| 2025/09/30 | ADBE | Adobe Inc | 0.99% | 4.468 M $ | 12668 | 2024/09/30 | -405.327 K $ | -8.82 % |
| 2025/09/30 | CMCSA | Comcast Corp Cl A Vtg | 0.97% | 4.394 M $ | 139866 | 2015/12/31 | -585.054 K $ | -11.96 % |
| 2025/09/30 | CTAS | Cintas Corporation | 0.92% | 4.160 M $ | 20270 | 2011/03/31 | -356.954 K $ | -7.90 % |
| 2025/09/30 | VTI | Vanguard Total Stock Market ET | 0.90% | 4.062 M $ | 12380 | 2007/12/31 | 300.091 K $ | 7.98 % |
| 2025/09/30 | OMC | Omnicom Group Inc Com | 0.89% | 4.048 M $ | 49661 | 2003/09/30 | 482.002 K $ | 13.33 % |
| 2025/09/30 | XLE | AMEX Energy Sector SPDR | 0.84% | 3.814 M $ | 42696 | 2019/09/30 | 199.229 K $ | 5.34 % |
| 2025/09/30 | COP | ConocoPhillips | 0.84% | 3.799 M $ | 40173 | 2005/09/30 | 191.827 K $ | 5.41 % |
| 2025/09/30 | UPS | United Parcel Services | 0.83% | 3.753 M $ | 44936 | 2011/09/30 | -742.449 K $ | -17.25 % |
| 2025/09/30 | IAU | iShares Comex Gold Trust | 0.80% | 3.630 M $ | 49894 | 2021/06/30 | 519.073 K $ | 16.70 % |
| 2025/09/30 | HD | Home Depot, Inc. | 0.79% | 3.567 M $ | 8805 | 2003/09/30 | 339.432 K $ | 10.52 % |
| 2025/09/30 | IJH | iShares Core S&P Midcap ETF | 0.73% | 3.330 M $ | 51027 | 2018/06/30 | 162.761 K $ | 5.23 % |
| 2025/09/30 | LLY | Eli Lilly & Co | 0.70% | 3.195 M $ | 4188 | 2011/12/31 | -69.227 K $ | -2.12 % |
| 2025/09/30 | ORCL | Oracle Corp. | 0.61% | 2.760 M $ | 9814 | 2012/06/30 | 619.776 K $ | 28.64 % |
| 2025/09/30 | EQIX | Equinix Inc | 0.59% | 2.664 M $ | 3402 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | HYG | iShares iBoxx High Yield Corp | 0.57% | 2.579 M $ | 31776 | 2011/12/31 | 17.162 K $ | 0.67 % |
| 2025/09/30 | VB | Vanguard Small-Cap ETF | 0.56% | 2.541 M $ | 9993 | 2008/12/31 | 172.878 K $ | 7.30 % |
| 2025/09/30 | GOOG | Alphabet, Inc. - Class C | 0.52% | 2.341 M $ | 9615 | 2015/09/30 | 636.525 K $ | 37.31 % |
| 2025/09/30 | JNJ | Johnson & Johnson | 0.39% | 1.782 M $ | 9613 | 2003/09/30 | 315.624 K $ | 21.40 % |
| 2025/09/30 | BBH | VanEck Vectors Biotech ETF | 0.38% | 1.730 M $ | 10446 | 2016/03/31 | 134.068 K $ | 8.09 % |
| 2025/09/30 | CAT | Caterpillar | 0.37% | 1.690 M $ | 3542 | 2010/12/31 | 315.025 K $ | 22.91 % |
| 2025/09/30 | SYK | Stryker Corp | 0.35% | 1.609 M $ | 4354 | 2011/03/31 | -113.029 K $ | -6.56 % |
| 2025/09/30 | IBB | iShares Nasdaq Biotechnology I | 0.35% | 1.584 M $ | 10978 | 2017/12/31 | 204.764 K $ | 14.12 % |
| 2025/09/30 | CVX | Chevron Corp | 0.29% | 1.323 M $ | 8520 | 2003/09/30 | 103.091 K $ | 8.46 % |
| 2025/09/30 | VEU | Vanguard FTSE All-World Ex-US | 0.27% | 1.211 M $ | 16981 | 2009/06/30 | 74.986 K $ | 6.18 % |
| 2025/09/30 | VEA | Vanguard Developed Markets ETF | 0.27% | 1.211 M $ | 20216 | 2018/12/31 | 58.828 K $ | 5.11 % |
| 2025/09/30 | INDB | Independent Bank Corp Mass Com | 0.26% | 1.176 M $ | 17011 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DIA | SPDR DJIA ETF Trust | 0.25% | 1.118 M $ | 2412 | 2022/03/31 | 55.693 K $ | 5.24 % |
| 2025/09/30 | PAYX | Paychex, Inc. | 0.21% | 957.000 K $ | 7555 | 2003/09/30 | -141.278 K $ | -12.87 % |
| 2025/09/30 | IBM | Intl Business Machines Corp | 0.20% | 919.000 K $ | 3260 | 2003/09/30 | -40.548 K $ | -4.28 % |
| 2025/09/30 | VWO | Vanguard Emerging Markets ETF | 0.17% | 765.000 K $ | 14126 | 2018/12/31 | 66.674 K $ | 9.55 % |
| 2025/09/30 | GE | GE Aerospace | 0.16% | 713.000 K $ | 2373 | 2023/03/31 | 103.059 K $ | 16.90 % |
| 2025/09/30 | HYD | VaneckVectors HY Muni ETF | 0.15% | 688.000 K $ | 13518 | 2020/12/31 | 11.543 K $ | 1.37 % |
| 2025/09/30 | WM | Waste Management, Inc. | 0.15% | 682.000 K $ | 3090 | 2009/09/30 | -24.689 K $ | -3.49 % |
| 2025/09/30 | MMM | 3M Co | 0.15% | 681.000 K $ | 4394 | 2013/06/30 | 12.918 K $ | 1.93 % |
| 2025/09/30 | ITW | Illinois Tool Works | 0.15% | 672.000 K $ | 2580 | 2013/12/31 | 34.855 K $ | 5.47 % |
| 2025/09/30 | EMR | Emerson Electric Co | 0.15% | 669.000 K $ | 5100 | 2015/09/30 | -10.965 K $ | -1.61 % |
| 2025/09/30 | YUM | Yum! Brands Inc. | 0.14% | 656.000 K $ | 4320 | 2010/12/31 | 16.502 K $ | 2.58 % |
| 2025/09/30 | RSP | Invesco S&P 500 Equal Weight | 0.13% | 604.000 K $ | 3185 | 2023/03/31 | 24.604 K $ | 4.39 % |
| 2025/09/30 | TSLA | Tesla Inc. | 0.12% | 562.000 K $ | 1265 | 2025/03/31 | 160.730 K $ | 40.08 % |
| 2025/09/30 | MMC | Marsh & McLennan Companies, In | 0.12% | 528.000 K $ | 2620 | 2017/03/31 | -44.828 K $ | -7.84 % |
| 2025/09/30 | QQQ | Invesco QQQ Trust Series 1 | 0.11% | 507.000 K $ | 844 | 2022/03/31 | 41.128 K $ | 8.84 % |
| 2025/09/30 | QCOM | Qualcomm, Inc. | 0.11% | 502.000 K $ | 3020 | 2019/06/30 | 21.442 K $ | 4.47 % |
| 2025/09/30 | ADP | Automatic Data Processing, Inc | 0.11% | 478.000 K $ | 1630 | 2020/09/30 | -24.286 K $ | -4.84 % |
| 2025/09/30 | AGG | iShares Core Total US Bond Mar | 0.11% | 476.000 K $ | 4755 | 2018/12/31 | 4.940 K $ | 1.06 % |
| 2025/09/30 | SO | Southern Co | 0.10% | 446.000 K $ | 4710 | 2014/03/31 | 13.847 K $ | 3.21 % |
| 2025/09/30 | AOR | iShares S&P Growth Allocation | 0.10% | 445.000 K $ | 6926 | 2010/09/30 | 19.349 K $ | 4.57 % |
| 2025/09/30 | PFF | iShares US Preferred Stock | 0.10% | 440.000 K $ | 13946 | 2022/03/31 | 14.156 K $ | 3.06 % |
| 2025/09/30 | PPG | PPG Industries | 0.09% | 388.000 K $ | 3700 | 2012/12/31 | -31.968 K $ | -7.61 % |
| 2025/09/30 | PFE | Pfizer Inc. | 0.08% | 382.000 K $ | 15027 | 2003/09/30 | 18.633 K $ | 5.12 % |
| 2025/09/30 | DHR | Danaher Corp. | 0.08% | 380.000 K $ | 1918 | 2017/03/31 | 1.380 K $ | 0.37 % |
| 2025/09/30 | KMB | Kimberly-Clark Corp | 0.08% | 376.000 K $ | 3030 | 2009/03/31 | -13.877 K $ | -3.56 % |
| 2025/09/30 | IXN | iShares S&P Global Tech Sector | 0.08% | 371.000 K $ | 3600 | 2023/06/30 | 39.131 K $ | 11.79 % |
| 2025/09/30 | GEV | GE Vernova Inc | 0.08% | 368.000 K $ | 600 | 2025/06/30 | 51.450 K $ | 16.23 % |
| 2025/09/30 | BXP | Boston Properties, Inc. | 0.08% | 360.000 K $ | 4850 | 2003/09/30 | 33.319 K $ | 10.19 % |
| 2025/09/30 | COST | Costco Whsl Corp New Com | 0.08% | 360.000 K $ | 390 | 2024/03/31 | -18.649 K $ | -6.50 % |
| 2025/09/30 | AMGN | Amgen Inc. | 0.08% | 349.000 K $ | 1237 | 2017/06/30 | 3.698 K $ | 1.07 % |