BOSTON RESEARCH & MANAGEMENT INC

Q4 2025 13F-HR Holdings

Location
Manchester, MA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$433,688
Net value change ($000)
-19,686 (-4.3%)
New positions
5
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 2,105 10.7%
GOOGL 1,932 15.6%
MRK 1,272 22.4%
LLY 1,262 39.5%
TMO 809 15.2%
IYK 702 NEW
RSP 605 100.2%
XOM 525 8.3%
PFF 524 119.1%
EQIX 333 12.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,569 -11.9%
FAST -2,143 -20.8%
BBH -1,730 -100.0%
XYL -1,689 -17.7%
BK -1,656 -18.0%
TSCO -1,616 -16.2%
IBB -1,584 -100.0%
CMCSA -1,496 -34.0%
DHI -1,306 -18.2%
GIS -1,163 -20.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type