BOSTON RESEARCH & MANAGEMENT INC

All 13F Filings

Location
Manchester, MA
Most recent 13F
Q2 2026
Holdings value ($000)
452,635
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/11/2026 121 452,635 13F-HR BOSTON RESEARCH & MANAGEMENT INC
Q1 2026 8/26/2026 115 428,291 13F-HR/A - NEW HOLDINGS BOSTON RESEARCH & MANAGEMENT INC
Q1 2026 4/10/2026 114 420,987 13F-HR BOSTON RESEARCH & MANAGEMENT INC
Q4 2025 8/27/2026 121 439,926 13F-HR/A - NEW HOLDINGS BOSTON RESEARCH & MANAGEMENT INC
Q4 2025 2/11/2026 120 433,688 13F-HR BOSTON RESEARCH & MANAGEMENT INC
Q3 2025 9/1/2026 120 457,550 13F-HR/A - NEW HOLDINGS BOSTON RESEARCH & MANAGEMENT INC
Q3 2025 11/12/2025 119 453,374 13F-HR BOSTON RESEARCH & MANAGEMENT INC
Q2 2025 9/4/2026 117 423,307 13F-HR/A - NEW HOLDINGS BOSTON RESEARCH & MANAGEMENT INC
Q2 2025 8/12/2025 116 418,373 13F-HR BOSTON RESEARCH & MANAGEMENT INC
Q1 2025 9/9/2026 117 409,003 13F-HR/A - NEW HOLDINGS BOSTON RESEARCH & MANAGEMENT INC
Q4 2024 9/11/2026 116 413,938 13F-HR/A - NEW HOLDINGS BOSTON RESEARCH & MANAGEMENT INC
Q3 2024 9/18/2026 116 432,799 13F-HR/A - NEW HOLDINGS BOSTON RESEARCH & MANAGEMENT INC
Q1 2014 5/13/2014 99 136,027 13F-HR BOSTON RESEARCH & MANAGEMENT INC
Q4 2013 2/7/2014 94 130,081 13F-HR BOSTON RESEARCH & MANAGEMENT INC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 363.2 K 80.2% 22.77 K 0 22.77 K
ETFs 89.47 K 19.8% 8.879 K 0 8.879 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
452,635
Holdings
121
QoQ value change ($000)
31,648 (7.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.