BOSTON RESEARCH & MANAGEMENT INC

Q3 2025 13F-HR Holdings

Location
Manchester, MA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
119
Total value ($000)
$453,374
Net value change ($000)
+35,001 (8.4%)
New positions
5
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GOOGL 3,219 35.2%
AAPL 3,064 26.1%
EQIX 2,664 NEW
ABBV 2,339 24.6%
DHI 1,713 31.3%
FAST 1,411 15.9%
NVDA 1,328 21.4%
IVV 1,301 7.1%
BK 1,300 16.5%
INDB 1,176 NEW
Top Reduces (Value $000, Stocks/ETFs)
ACN -799 -14.0%
CL -611 -10.7%
UPS -551 -12.8%
CMCSA -496 -10.1%
CTAS -357 -7.9%
DIS -341 -5.9%
WOR -222 -100.0%
TXN -220 -100.0%
KO -203 -3.8%
HYD -152 -18.1%
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