BOSTON RESEARCH & MANAGEMENT INC
All 13F Filings
- Location
- Manchester, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 420,987
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 114 | 420,987 | 13F-HR | BOSTON RESEARCH & MANAGEMENT INC |
| Q4 2025 | 2/11/2026 | 120 | 433,688 | 13F-HR | BOSTON RESEARCH & MANAGEMENT INC |
| Q3 2025 | 11/12/2025 | 119 | 453,374 | 13F-HR | BOSTON RESEARCH & MANAGEMENT INC |
| Q2 2025 | 8/12/2025 | 116 | 418,373 | 13F-HR | 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 340.4 K | 80.9% | 0 | 93.3 K | -93.3 K |
| ETFs | 80.6 K | 19.1% | 80.6 K | 0 | 80.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
420,987
Holdings
114
QoQ value change ($000)
-12,701
(-2.9%)
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.