BOSTON RESEARCH & MANAGEMENT INC

Q3 2024 13F-HR/A Holdings

Location
Manchester, MA
Holdings as of
9/30/2024
Date filed
9/18/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
116
Total value ($000)
$432,799
Net value change ($000)
—
New positions
116
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2014 Next filing: 9/11/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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 18,697 —
MSFT 18,223 —
AAPL 13,538 —
WMT 11,043 —
MA 10,740 —
TSCO 10,659 —
ABBV 10,367 —
BRK-B 9,248 —
XYL 8,967 —
GOOGL 8,839 —
Top Reduces (Value $000, Stocks/ETFs)
—
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