BOSTON RESEARCH & MANAGEMENT INC

Q1 2025 13F-HR/A Holdings

Location
Manchester, MA
Holdings as of
3/31/2025
Date filed
9/9/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
117
Total value ($000)
$409,003
Net value change ($000)
-4,935 (-1.2%)
New positions
3
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/11/2026 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
NVDA 2,799 189.1%
ABBV 1,399 15.0%
BRK-B 1,269 14.1%
ADBE 967 27.0%
ABT 830 11.6%
XOM 683 12.0%
LIN 657 9.7%
KO 641 13.0%
FAST 535 6.9%
DUK 483 9.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,910 -10.8%
IVV -1,897 -10.0%
GOOGL -1,855 -18.5%
AAPL -1,746 -12.1%
CVS -1,522 -100.0%
AMZN -1,123 -14.6%
QRVO -878 -100.0%
IJR -779 -9.2%
UPS -778 -15.0%
ACN -741 -11.2%
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