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BOSTON RESEARCH & MANAGEMENT INC
BOSTON RESEARCH & MANAGEMENT INC is an institution, managing $449.3M across 116 long positions as of Q3 2025 with MSFT as the largest holding (5% allocation).
- Portfolio Value
- $449.3M
- Positions
- 116
- Top Holding
- MSFT at 4.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BOSTON RESEARCH & MANAGEMENT INC's portfolio (30.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $21.5M | 4.79% | +$75.6K Bought | 0.00% 41.5K shares | |
ETF ETF | $19.7M | 4.38% | -$133.2K Sold | — 29.4K shares | |
Consumer Electronics Technology | $14.8M | 3.29% | +$234.5K Bought | 0.00% 58.1K shares | |
Discount Stores Consumer Defensive | $13.3M | 2.96% | -$55.7K Sold | 0.00% 128.9K shares | |
Internet Content & Information Communication Services | $12.4M | 2.75% | -$248.0K Sold | 0.00% 50.8K shares | |
Drug Manufacturers - General Healthcare | $11.8M | 2.64% | -$11.6K Sold | 0.00% 51.1K shares | |
Financial - Credit Services Financial Services | $11.6M | 2.59% | +$2.8K Bought | 0.00% 20.4K shares | |
Banks - Diversified Financial Services | $10.9M | 2.42% | -$174.7K Sold | 0.00% 34.5K shares | |
Industrial - Distribution Industrials | $10.3M | 2.29% | -$75.9K Sold | 0.02% 209.7K shares | |
Specialty Retail Consumer Cyclical | $10.0M | 2.21% | -$90.7K Sold | 0.03% 175.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BOSTON RESEARCH & MANAGEMENT INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+34.48% | |
+10.22% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-19.2% | |
-7.4% | |
-6.02% |
Analytics
Portfolio insights and performance metrics for BOSTON RESEARCH & MANAGEMENT INC
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