13F Insight
DOSSIER · 13F-HR · Q2 2026

BOSTON RESEARCH & MANAGEMENT INC

$453M in tracked AUM across 121 positions as of Q2 2026.

BR
CIK 0001259261 · last filed Jun 30, 2026
Total AUM
$453M
as of Q2 2026
Holdings
121
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BOSTON RESEARCH & MANAGEMENT INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$22M29K4.8%02
GOOGL
ALPHABET INC
$16M43K3.4%03
CSCO
CISCO SYS INC
$15M124K3.2%04
AAPL
APPLE INC
$14M49K3.1%05
MSFT
MICROSOFT CORP
$14M37K3.0%06
WMT
WALMART INC
$12M108K2.7%07
ABBV
ABBVIE INC
$12M48K2.7%08
IJR
ISHARES TR
$11M75K2.5%09
JPM
JPMORGAN CHASE & CO
$11M32K2.3%10
FAST
FASTENAL CO
$10M200K2.1%

Filing history

2026Q2Jun 30
$453M▼ 46.7%
121 positionsView →2026Q1Mar 31
$849M▼ 2.8%
229 positionsView →2025Q4Dec 31
$874M▲ 394.9%
241 positionsView →2025Q3Sep 30
$177M▲ 10.9%
40 positionsView →2025Q2Jun 30
$159M▲ 4.2%
38 positionsLocked2025Q1Mar 31
$153M▼ 62.5%
38 positionsLocked2024Q4Dec 31
$407M▼ 4.3%
115 positionsLocked2024Q3Sep 30
$426M▲ 7.6%
115 positionsLocked2024Q2Jun 30
$395M▼ 2.3%
114 positionsLocked2024Q1Mar 31
$405M▲ 7.4%
116 positionsLocked2023Q4Dec 31
$377M▲ 11.3%
114 positionsLocked2023Q3Sep 30
$338M▼ 4.2%
114 positionsLocked
Showing 12 of 51