BOSTON RESEARCH & MANAGEMENT INC

Q2 2025 13F-HR Holdings

Location
Manchester, MA
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
116
Total value ($000)
$418,373
Net value change ($000)
+9,370 (2.3%)
New positions
4
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/9/2026 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 4,743 29.9%
NVDA 1,921 44.9%
JPM 1,432 16.4%
IVV 1,306 7.6%
DIS 1,160 25.2%
WMT 1,126 9.8%
AMZN 1,050 15.9%
GOOGL 991 12.2%
CSCO 977 10.8%
ORCL 744 52.4%
Top Reduces (Value $000, Stocks/ETFs)
ALB -3,866 -100.0%
ABBV -1,209 -11.3%
BRK-B -1,093 -10.6%
AAPL -955 -7.5%
XLE -923 -19.8%
GIS -737 -11.1%
OMC -524 -12.7%
MCD -510 -6.5%
PEP -496 -9.3%
XOM -448 -7.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type