BOSTON RESEARCH & MANAGEMENT INC

Q4 2024 13F-HR/A Holdings

Location
Manchester, MA
Holdings as of
12/31/2024
Date filed
9/11/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
116
Total value ($000)
$413,938
Net value change ($000)
-18,861 (-4.4%)
New positions
3
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/18/2026 Next filing: 9/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 1,162 13.1%
AMZN 1,145 17.4%
WMT 1,055 9.6%
JPM 1,018 13.0%
SNA 915 16.7%
AAPL 902 6.7%
CSCO 861 10.8%
DIS 804 18.1%
MA 629 5.9%
BK 338 5.0%
Top Reduces (Value $000, Stocks/ETFs)
QRVO -3,109 -78.0%
CVS -2,386 -61.1%
DHI -2,134 -27.3%
XYL -1,326 -14.8%
TSCO -1,156 -10.8%
GIS -1,089 -13.6%
LMT -1,070 -16.3%
ABBV -1,056 -10.2%
LIN -956 -12.4%
TMO -916 -15.8%
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