BOSTON RESEARCH & MANAGEMENT INC - Portfolio overview

BOSTON RESEARCH & MANAGEMENT INC has 97 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. IVV - iShares Core S&P 500 ETF, 6.33%
2. WMT - Wal-Mart Stores, 4.57%
3. MSFT - Microsoft Corp, 4.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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