BOSTON RESEARCH & MANAGEMENT INC

Q1 2026 13F-HR Holdings

Location
Manchester, MA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$420,987
Net value change ($000)
-12,701 (-2.9%)
New positions
2
Sold out positions
8
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 2,160 31.5%
COP 1,631 42.3%
LIN 1,281 19.6%
LMT 1,280 23.4%
FAST 1,202 14.8%
XLE 1,195 35.3%
WMT 1,154 9.2%
MRK 1,061 15.3%
EQIX 1,027 34.3%
VZ 1,003 22.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,306 -28.0%
IVV -2,813 -12.9%
MA -2,541 -23.3%
AAPL -1,961 -13.5%
GOOGL -1,602 -11.2%
ACN -1,404 -28.6%
XYL -1,143 -14.6%
JPM -1,131 -10.6%
ABT -980 -13.8%
TMO -815 -13.3%
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