BOSTON RESEARCH & MANAGEMENT INC
CIK 1259261 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $452.6M
- 持仓
- 121
- 截至
- 2026年6月30日
按 13F 价值排名第 4042（共 9443） · 前 42.8%
投资组合价值同比（季度）：+107417.5% 13F不披露现金
- 前十大持仓权重
- 29.89%
- 前二十五大持仓权重
- 55.22%
- 持仓高于 1%
- 46
- 有效持仓数量
- 55.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.0% 估计买入 $143513536 · 卖出 $2273075
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 75.6% 仍持有
- 新仓位
- 31
- 增加
- 13
- 减少
- 35
- 已结清
- 6
本页内容
行业细分
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%
其他/未映射
22.9%
完整投资组合 121 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $21615280 | 4.78% | 28863 | $21596294 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $15512089 | 3.43% | 43406 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $14534719 | 3.21% | 123742 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $14214257 | 3.14% | 49123 | $14201651 | 下跌 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $13784228 | 3.05% | 36953 | $13770584 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $12201953 | 2.70% | 107734 | $12188267 | 下跌 ×6 | ||
| ABBV AbbVie Inc. Common Stock | $12111182 | 2.68% | 48129 | 上涨 ×1 | |||
| IJR | $11167725 | 2.47% | 75300 | $11158312 | 下跌 ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10538237 | 2.33% | 32195 | 上涨 ×1 | |||
| FAST Fastenal Company - Common Stock | $9599997 | 2.12% | 199875 | $9590654 | 下跌 ×4 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $9238316 | 2.04% | 63884 | $9230648 | 下跌 ×6 | ||
| BRKB | $8689773 | 1.92% | 17366 | $8681305 | 下跌 ×3 | ||
| MA Mastercard Incorporated Common Stock | $8529333 | 1.88% | 16607 | 上涨 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $8461120 | 1.87% | 65845 | $8453113 | 下跌 ×1 | ||
| IEMG | $8345480 | 1.84% | 100742 | 上涨 ×1 | |||
| LIN Linde plc - Ordinary Shares | $8107976 | 1.79% | 15624 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $7953186 | 1.76% | 33369 | $7946192 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7698066 | 1.70% | 38473 | $7691257 | 下跌 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $7238641 | 1.60% | 52945 | 上涨 ×1 | |||
| SNA Snap-On Incorporated Common Stock | $7134955 | 1.58% | 17731 | $7128434 | 下跌 ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $6878612 | 1.52% | 46908 | $6871853 | 上涨 ×1 | ||
| XYL Xylem Inc. Common Stock New | $6739034 | 1.49% | 57009 | 上涨 ×1 | |||
| IEFA | $6622240 | 1.46% | 68567 | 上涨 ×1 | |||
| DHI D.R. Horton, Inc. Common Stock | $6526113 | 1.44% | 40067 | 上涨 ×1 | |||
| LH Labcorp Holdings Inc. Common Stock | $6515803 | 1.44% | 23271 | $6509584 | 下跌 ×6 | ||
| MCD McDonald's Corporation Common Stock | $6490008 | 1.43% | 24010 | $6482518 | 下跌 ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $6476198 | 1.43% | 73786 | $6469328 | 下跌 ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $5985292 | 1.32% | 73647 | $5979657 | 下跌 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $5796846 | 1.28% | 4833 | $5792401 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $5775086 | 1.28% | 45624 | 上涨 ×1 | |||
| SYY Sysco Corporation Common Stock | $5721105 | 1.26% | 68451 | $5716281 | 上涨 ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $5694322 | 1.26% | 11177 | $5687577 | 上涨 ×1 | ||
| USB U.S. Bancorp Common Stock | $5672363 | 1.25% | 93913 | $5667420 | 下跌 ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $5543340 | 1.22% | 60464 | $5538170 | 下跌 ×1 | ||
| ALBPRA | $5525037 | 1.22% | 99820 | 上涨 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $5501930 | 1.22% | 10974 | $5496615 | 上涨 ×2 | ||
| IWM | $5416243 | 1.20% | 18027 | $5411656 | 下跌 ×3 | ||
| ABT Abbott Laboratories Common Stock | $5396627 | 1.19% | 59474 | $5390501 | 下跌 ×1 | ||
| TSCO Tractor Supply Company - Common Stock | $5350309 | 1.18% | 169260 | $5342632 | 下跌 ×1 | ||
| SPY SPY | $5205940 | 1.15% | 6971 | $5201384 | 下跌 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $5015046 | 1.11% | 22745 | $5014815 | 上涨 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $4623166 | 1.02% | 34145 | $4617926 | 上涨 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $4588673 | 1.01% | 108377 | 上涨 ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $4584129 | 1.01% | 47627 | $4579467 | 下跌 ×1 | ||
| VTI | $4581096 | 1.01% | 12380 | $4577125 | |||
| UPS United Parcel Service, Inc. Common Stock | $4552840 | 1.01% | 42352 | $4548666 | 下跌 ×1 | ||
| COP ConocoPhillips Common Stock | $4300539 | 0.95% | 41367 | $4295054 | 下跌 ×1 | ||
| EQIX Equinix, Inc. - Common Stock | $4240443 | 0.94% | 4068 | 上涨 ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $4005420 | 0.88% | 51201 | $4001041 | 上涨 ×2 | ||
| XLE XLE | $3951261 | 0.87% | 74398 | 上涨 ×1 | |||
| IJH | $3852993 | 0.85% | 49967 | $3849584 | 下跌 ×2 | ||
| GIS General Mills, Inc. Common Stock | $3624420 | 0.80% | 104150 | $3620406 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3601492 | 0.80% | 3382 | $3599011 | 下跌 ×1 | ||
| IAU | $3535718 | 0.78% | 46825 | $3531590 | 上涨 ×1 | ||
| CTAS Cintas Corporation - Common Stock | $3447522 | 0.76% | 20270 | $3444094 | |||
| OMC Omnicom Group Inc. Common Stock | $3353312 | 0.74% | 46043 | $3349769 | 下跌 ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $3105348 | 0.69% | 8805 | $3102453 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $3071973 | 0.68% | 125131 | $3068443 | 上涨 ×2 | ||
| ADBE Adobe Inc. - Common Stock | $2784890 | 0.62% | 13584 | 上涨 ×1 | |||
| HYG | $2544902 | 0.56% | 31823 | $2542347 | 下跌 ×1 | ||
| VB | $2528931 | 0.56% | 8343 | $2526742 | 下跌 ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2441414 | 0.54% | 9613 | $2439065 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2191282 | 0.48% | 17609 | $2187774 | 下跌 ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1735643 | 0.38% | 4912 | 上涨 ×1 | |||
| INDB Independent Bank Corp. - Common Stock | $1424161 | 0.31% | 17011 | $1422882 | |||
| ORCL Oracle Corporation Common Stock | $1412596 | 0.31% | 9639 | $1411162 | 下跌 ×2 | ||
| VEA | $1389266 | 0.31% | 19498 | $1388017 | |||
| SYK Stryker Corporation Common Stock | $1370814 | 0.30% | 4354 | $1369384 | |||
| VEU | $1313284 | 0.29% | 15681 | $1312107 | |||
| CVX Chevron Corporation Common Stock | $1279668 | 0.28% | 7720 | $1278071 | |||
| RSP | $1001011 | 0.22% | 4705 | $1000120 | 上涨 ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $948239 | 0.21% | 31100 | $947283 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $916862 | 0.20% | 3260 | $916072 | |||
| DIA | $849929 | 0.19% | 1627 | $849176 | |||
| VWO | $833512 | 0.18% | 13964 | $832758 | |||
| PAYX Paychex, Inc. - Common Stock | $742884 | 0.16% | 7555 | $742189 | |||
| EMR Emerson Electric Company Common Stock | $730065 | 0.16% | 5100 | $729397 | |||
| ITW Illinois Tool Works Inc. Common Stock | $697813 | 0.15% | 2580 | $697142 | |||
| WM Waste Management, Inc. Common Stock | $688700 | 0.15% | 3090 | 上涨 ×1 | |||
| MMM 3M Company Common Stock | $661565 | 0.15% | 4086 | $660972 | |||
| QQQ Invesco QQQ Trust, Series 1 | $623541 | 0.14% | 847 | 上涨 ×1 | |||
| HYD | $602461 | 0.13% | 11696 | 上涨 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $574785 | 0.13% | 795 | $574514 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $558066 | 0.12% | 3020 | $557678 | |||
| TSLA Tesla, Inc. - Common Stock | $532059 | 0.12% | 1265 | 上涨 ×1 | |||
| IXN | $520128 | 0.11% | 3600 | $519769 | |||
| AOR | $490740 | 0.11% | 7061 | $490290 | 上涨 ×4 | ||
| AGG | $458109 | 0.10% | 4628 | $457635 | 下跌 ×1 | ||
| SO Southern Company (The) Common Stock | $450795 | 0.10% | 4710 | $450341 | |||
| PPG PPG Industries, Inc. Common Stock | $448773 | 0.10% | 3700 | $448378 | |||
| AMGN Amgen Inc. - Common Stock | $447943 | 0.10% | 1237 | $447508 | |||
| MRSH Marsh Common Stock | $436676 | 0.10% | 2620 | $436222 | |||
| NUE Nucor Corporation Common Stock | $431244 | 0.10% | 1936 | $430917 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $383750 | 0.08% | 6660 | $383347 | |||
| INTC Intel Corporation - Common Stock | $377001 | 0.08% | 2700 | 上涨 ×1 | |||
| DHR Danaher Corporation Common Stock | $365341 | 0.08% | 1918 | $364978 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $365039 | 0.08% | 1630 | $364708 | |||
| GE GE Aerospace Common Stock | $360650 | 0.08% | 965 | $360377 | |||
| MAS Masco Corporation Common Stock | $325480 | 0.07% | 4000 | $325239 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $324371 | 0.07% | 2955 | $324086 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| AOR | $490740 | 0.11% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| GOOGL | $15512089 | 43406 | 3.43% |
| CSCO | $14534719 | 123742 | 3.21% |
| ABBV | $12111182 | 48129 | 2.68% |
| JPM | $10538237 | 32195 | 2.33% |
| MA | $8529333 | 16607 | 1.88% |
| IEMG | $8345480 | 100742 | 1.84% |
| LIN | $8107976 | 15624 | 1.79% |
| XOM | $7238641 | 52945 | 1.60% |
| XYL | $6739034 | 57009 | 1.49% |
| IEFA | $6622240 | 68567 | 1.46% |
| DHI | $6526113 | 40067 | 1.44% |
| DUK | $5775086 | 45624 | 1.28% |
| ALBPRA | $5525037 | 99820 | 1.22% |
| VZ | $4588673 | 108377 | 1.01% |
| EQIX | $4240443 | 4068 | 0.94% |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BBH | 2025年12月31日 | 10446 | $1730 | 26.4% |
| IBB | 2025年12月31日 | 10978 | $1584 | 26.6% |
| CVS | 2025年3月31日 | 33908 | $1522 | 38.1% |
| QRVO | 2025年3月31日 | 12555 | $877 | 33.0% |
| IYK | 2026年3月31日 | 10500 | $702 | 不再跟踪 |
| YUM | 2026年3月31日 | 4320 | $653 | -3.3% |
| BA | 2026年3月31日 | 1300 | $282 | 7.8% |
| ANET | 2025年12月31日 | 1600 | $233 | 43.8% |
| CHRW | 2026年3月31日 | 1390 | $223 | -12.8% |
| WOR | 2025年9月30日 | 3500 | $222 | 3.5% |
| TXN | 2025年9月30日 | 1060 | $220 | 44.3% |
| AFL | 2025年6月30日 | 1880 | $209 | 10.9% |
| CLX | 2025年6月30日 | 1375 | $202 | -12.1% |
| CVS | 2026年3月31日 | 2539 | $201 | 30.3% |
| ESBA | 2026年3月31日 | 10754 | $67 | 不再跟踪 |