BOSTON RESEARCH & MANAGEMENT INC
CIK 1259261 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $452.6M
- ポジション
- 121
- 時点
- 2026年6月30日
13F価値別で9,443件中 #4,043 位 · 42.8% トップ
ポートフォリオ価値 前期比: +107417.5% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 29.89%
- 上位25銘柄のウェイト
- 55.22%
- 1%超のポジション
- 46
- 実効ポジション数
- 55.9
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 1.0% 推定買付額 $143,513,536 · 推定売付額 $2,273,075
保有期間中央値: 7.0 四半期 追跡期間 Q4 2024–Q2 2026 · 75.6% はまだ保有
- 新規ポジション
- 31
- 増加
- 13
- 減少
- 35
- クローズ
- 6
このページについて
セクター別内訳
Healthcare
11.8%
Technology
9.9%
Industrials
9.2%
Retail
8.8%
Communication Services
6.2%
Consumer products
4.3%
Financials
4.1%
Financial Services
4.1%
Communications
3.2%
Consumer Staples
3.2%
Utilities
2.9%
Energy
2.8%
Materials
2.0%
Consumer Discretionary
1.6%
Telecommunication
1.0%
Logistics & Transportation
1.0%
Real Estate
1.0%
その他/マッピングなし
22.9%
ポートフォリオ全体 121 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| IVV | $21,615,280 | 4.78% | 28,863 | $21,596,294 | 下落 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $15,512,089 | 3.43% | 43,406 | 上昇 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $14,534,719 | 3.21% | 123,742 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $14,214,257 | 3.14% | 49,123 | $14,201,651 | 下落 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $13,784,228 | 3.05% | 36,953 | $13,770,584 | 上昇 ×1 | ||
| WMT Walmart Inc. - Common Stock | $12,201,953 | 2.70% | 107,734 | $12,188,267 | 下落 ×6 | ||
| ABBV AbbVie Inc. Common Stock | $12,111,182 | 2.68% | 48,129 | 上昇 ×1 | |||
| IJR | $11,167,725 | 2.47% | 75,300 | $11,158,312 | 下落 ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10,538,237 | 2.33% | 32,195 | 上昇 ×1 | |||
| FAST Fastenal Company - Common Stock | $9,599,997 | 2.12% | 199,875 | $9,590,654 | 下落 ×4 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $9,238,316 | 2.04% | 63,884 | $9,230,648 | 下落 ×6 | ||
| BRKB | $8,689,773 | 1.92% | 17,366 | $8,681,305 | 下落 ×3 | ||
| MA Mastercard Incorporated Common Stock | $8,529,333 | 1.88% | 16,607 | 上昇 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $8,461,120 | 1.87% | 65,845 | $8,453,113 | 下落 ×1 | ||
| IEMG | $8,345,480 | 1.84% | 100,742 | 上昇 ×1 | |||
| LIN Linde plc - Ordinary Shares | $8,107,976 | 1.79% | 15,624 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $7,953,186 | 1.76% | 33,369 | $7,946,192 | 下落 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7,698,066 | 1.70% | 38,473 | $7,691,257 | 下落 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $7,238,641 | 1.60% | 52,945 | 上昇 ×1 | |||
| SNA Snap-On Incorporated Common Stock | $7,134,955 | 1.58% | 17,731 | $7,128,434 | 下落 ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $6,878,612 | 1.52% | 46,908 | $6,871,853 | 上昇 ×1 | ||
| XYL Xylem Inc. Common Stock New | $6,739,034 | 1.49% | 57,009 | 上昇 ×1 | |||
| IEFA | $6,622,240 | 1.46% | 68,567 | 上昇 ×1 | |||
| DHI D.R. Horton, Inc. Common Stock | $6,526,113 | 1.44% | 40,067 | 上昇 ×1 | |||
| LH Labcorp Holdings Inc. Common Stock | $6,515,803 | 1.44% | 23,271 | $6,509,584 | 下落 ×6 | ||
| MCD McDonald's Corporation Common Stock | $6,490,008 | 1.43% | 24,010 | $6,482,518 | 下落 ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $6,476,198 | 1.43% | 73,786 | $6,469,328 | 下落 ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $5,985,292 | 1.32% | 73,647 | $5,979,657 | 下落 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $5,796,846 | 1.28% | 4,833 | $5,792,401 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $5,775,086 | 1.28% | 45,624 | 上昇 ×1 | |||
| SYY Sysco Corporation Common Stock | $5,721,105 | 1.26% | 68,451 | $5,716,281 | 上昇 ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $5,694,322 | 1.26% | 11,177 | $5,687,577 | 上昇 ×1 | ||
| USB U.S. Bancorp Common Stock | $5,672,363 | 1.25% | 93,913 | $5,667,420 | 下落 ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $5,543,340 | 1.22% | 60,464 | $5,538,170 | 下落 ×1 | ||
| ALBPRA | $5,525,037 | 1.22% | 99,820 | 上昇 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $5,501,930 | 1.22% | 10,974 | $5,496,615 | 上昇 ×2 | ||
| IWM | $5,416,243 | 1.20% | 18,027 | $5,411,656 | 下落 ×3 | ||
| ABT Abbott Laboratories Common Stock | $5,396,627 | 1.19% | 59,474 | $5,390,501 | 下落 ×1 | ||
| TSCO Tractor Supply Company - Common Stock | $5,350,309 | 1.18% | 169,260 | $5,342,632 | 下落 ×1 | ||
| SPY SPY | $5,205,940 | 1.15% | 6,971 | $5,201,384 | 下落 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $5,015,046 | 1.11% | 22,745 | $5,014,815 | 上昇 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $4,623,166 | 1.02% | 34,145 | $4,617,926 | 上昇 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $4,588,673 | 1.01% | 108,377 | 上昇 ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $4,584,129 | 1.01% | 47,627 | $4,579,467 | 下落 ×1 | ||
| VTI | $4,581,096 | 1.01% | 12,380 | $4,577,125 | |||
| UPS United Parcel Service, Inc. Common Stock | $4,552,840 | 1.01% | 42,352 | $4,548,666 | 下落 ×1 | ||
| COP ConocoPhillips Common Stock | $4,300,539 | 0.95% | 41,367 | $4,295,054 | 下落 ×1 | ||
| EQIX Equinix, Inc. - Common Stock | $4,240,443 | 0.94% | 4,068 | 上昇 ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $4,005,420 | 0.88% | 51,201 | $4,001,041 | 上昇 ×2 | ||
| XLE XLE | $3,951,261 | 0.87% | 74,398 | 上昇 ×1 | |||
| IJH | $3,852,993 | 0.85% | 49,967 | $3,849,584 | 下落 ×2 | ||
| GIS General Mills, Inc. Common Stock | $3,624,420 | 0.80% | 104,150 | $3,620,406 | 下落 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3,601,492 | 0.80% | 3,382 | $3,599,011 | 下落 ×1 | ||
| IAU | $3,535,718 | 0.78% | 46,825 | $3,531,590 | 上昇 ×1 | ||
| CTAS Cintas Corporation - Common Stock | $3,447,522 | 0.76% | 20,270 | $3,444,094 | |||
| OMC Omnicom Group Inc. Common Stock | $3,353,312 | 0.74% | 46,043 | $3,349,769 | 下落 ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $3,105,348 | 0.69% | 8,805 | $3,102,453 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $3,071,973 | 0.68% | 125,131 | $3,068,443 | 上昇 ×2 | ||
| ADBE Adobe Inc. - Common Stock | $2,784,890 | 0.62% | 13,584 | 上昇 ×1 | |||
| HYG | $2,544,902 | 0.56% | 31,823 | $2,542,347 | 下落 ×1 | ||
| VB | $2,528,931 | 0.56% | 8,343 | $2,526,742 | 下落 ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2,441,414 | 0.54% | 9,613 | $2,439,065 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2,191,282 | 0.48% | 17,609 | $2,187,774 | 下落 ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,735,643 | 0.38% | 4,912 | 上昇 ×1 | |||
| INDB Independent Bank Corp. - Common Stock | $1,424,161 | 0.31% | 17,011 | $1,422,882 | |||
| ORCL Oracle Corporation Common Stock | $1,412,596 | 0.31% | 9,639 | $1,411,162 | 下落 ×2 | ||
| VEA | $1,389,266 | 0.31% | 19,498 | $1,388,017 | |||
| SYK Stryker Corporation Common Stock | $1,370,814 | 0.30% | 4,354 | $1,369,384 | |||
| VEU | $1,313,284 | 0.29% | 15,681 | $1,312,107 | |||
| CVX Chevron Corporation Common Stock | $1,279,668 | 0.28% | 7,720 | $1,278,071 | |||
| RSP | $1,001,011 | 0.22% | 4,705 | $1,000,120 | 上昇 ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $948,239 | 0.21% | 31,100 | $947,283 | 下落 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $916,862 | 0.20% | 3,260 | $916,072 | |||
| DIA | $849,929 | 0.19% | 1,627 | $849,176 | |||
| VWO | $833,512 | 0.18% | 13,964 | $832,758 | |||
| PAYX Paychex, Inc. - Common Stock | $742,884 | 0.16% | 7,555 | $742,189 | |||
| EMR Emerson Electric Company Common Stock | $730,065 | 0.16% | 5,100 | $729,397 | |||
| ITW Illinois Tool Works Inc. Common Stock | $697,813 | 0.15% | 2,580 | $697,142 | |||
| WM Waste Management, Inc. Common Stock | $688,700 | 0.15% | 3,090 | 上昇 ×1 | |||
| MMM 3M Company Common Stock | $661,565 | 0.15% | 4,086 | $660,972 | |||
| QQQ Invesco QQQ Trust, Series 1 | $623,541 | 0.14% | 847 | 上昇 ×1 | |||
| HYD | $602,461 | 0.13% | 11,696 | 上昇 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $574,785 | 0.13% | 795 | $574,514 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $558,066 | 0.12% | 3,020 | $557,678 | |||
| TSLA Tesla, Inc. - Common Stock | $532,059 | 0.12% | 1,265 | 上昇 ×1 | |||
| IXN | $520,128 | 0.11% | 3,600 | $519,769 | |||
| AOR | $490,740 | 0.11% | 7,061 | $490,290 | 上昇 ×4 | ||
| AGG | $458,109 | 0.10% | 4,628 | $457,635 | 下落 ×1 | ||
| SO Southern Company (The) Common Stock | $450,795 | 0.10% | 4,710 | $450,341 | |||
| PPG PPG Industries, Inc. Common Stock | $448,773 | 0.10% | 3,700 | $448,378 | |||
| AMGN Amgen Inc. - Common Stock | $447,943 | 0.10% | 1,237 | $447,508 | |||
| MRSH Marsh Common Stock | $436,676 | 0.10% | 2,620 | $436,222 | |||
| NUE Nucor Corporation Common Stock | $431,244 | 0.10% | 1,936 | $430,917 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $383,750 | 0.08% | 6,660 | $383,347 | |||
| INTC Intel Corporation - Common Stock | $377,001 | 0.08% | 2,700 | 上昇 ×1 | |||
| DHR Danaher Corporation Common Stock | $365,341 | 0.08% | 1,918 | $364,978 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $365,039 | 0.08% | 1,630 | $364,708 | |||
| GE GE Aerospace Common Stock | $360,650 | 0.08% | 965 | $360,377 | |||
| MAS Masco Corporation Common Stock | $325,480 | 0.07% | 4,000 | $325,239 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $324,371 | 0.07% | 2,955 | $324,086 | |||
| 一致なし | |||||||
確信度保有銘柄
3四半期以上連続でポジションが増加しました。
株式数は13F提出書類に基づく（株式分割調整なし）
| 証券 | 評価額 | % ポートフォリオの | 連続 |
|---|---|---|---|
| AOR | $490,740 | 0.11% | 4倍増 |
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| GOOGL | $15,512,089 | 43,406 | 3.43% |
| CSCO | $14,534,719 | 123,742 | 3.21% |
| ABBV | $12,111,182 | 48,129 | 2.68% |
| JPM | $10,538,237 | 32,195 | 2.33% |
| MA | $8,529,333 | 16,607 | 1.88% |
| IEMG | $8,345,480 | 100,742 | 1.84% |
| LIN | $8,107,976 | 15,624 | 1.79% |
| XOM | $7,238,641 | 52,945 | 1.60% |
| XYL | $6,739,034 | 57,009 | 1.49% |
| IEFA | $6,622,240 | 68,567 | 1.46% |
| DHI | $6,526,113 | 40,067 | 1.44% |
| DUK | $5,775,086 | 45,624 | 1.28% |
| ALBPRA | $5,525,037 | 99,820 | 1.22% |
| VZ | $4,588,673 | 108,377 | 1.01% |
| EQIX | $4,240,443 | 4,068 | 0.94% |
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| BBH | 2025年12月31日 | 10,446 | $1,730 | 26.4% |
| IBB | 2025年12月31日 | 10,978 | $1,584 | 26.6% |
| CVS | 2025年3月31日 | 33,908 | $1,522 | 38.1% |
| QRVO | 2025年3月31日 | 12,555 | $877 | 33.0% |
| IYK | 2026年3月31日 | 10,500 | $702 | 追跡終了 |
| YUM | 2026年3月31日 | 4,320 | $653 | -3.3% |
| BA | 2026年3月31日 | 1,300 | $282 | 7.8% |
| ANET | 2025年12月31日 | 1,600 | $233 | 43.8% |
| CHRW | 2026年3月31日 | 1,390 | $223 | -12.8% |
| WOR | 2025年9月30日 | 3,500 | $222 | 3.5% |
| TXN | 2025年9月30日 | 1,060 | $220 | 44.3% |
| AFL | 2025年6月30日 | 1,880 | $209 | 10.9% |
| CLX | 2025年6月30日 | 1,375 | $202 | -12.1% |
| CVS | 2026年3月31日 | 2,539 | $201 | 30.3% |
| ESBA | 2026年3月31日 | 10,754 | $67 | 追跡終了 |