BOSTON RESEARCH & MANAGEMENT INC
SEC Form 13F institutional filer · CIK 0001259261
13F-HR · 98 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
35.8%
BOSTON RESEARCH & MANAGEMENT INC — $410K AUM allocation strategy
BOSTON RESEARCH & MANAGEMENT INC files SEC Form 13F and reports $410K of long US equity value across 98 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 10.4%, followed by Financials 8.3% and Consumer Discretionary 5.4%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BOSTON RESEARCH & MANAGEMENT INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$410K
total across 98 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CMCSA +26K sh · +$632+$GIS +7.79K sh · −$639+$ADBE +3.44K sh · −$264
Biggest trims (shares)
−$IVV −5.57K sh · −$2.3K−$AAPL −3.91K sh · −$1.96K−$XOM −3.85K sh · +$2.16K
Exited to nil (held last quarter, gone now)
$IYY ($702 last qtr)$YUM ($653 last qtr)$BA ($282 last qtr)$A ($236 last qtr)$CHRW ($223 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Consumer Staples Merchandise Retail3.3%—
- Systems Software3.3%—
- Interactive Media & Services3.1%—
- Technology Hardware, Storage & Peripherals3.0%—
- Biotechnology2.6%—
- Communications Equipment2.4%—
- Diversified Banks2.3%—
- Trading Companies & Distributors2.3%—
- Other holdings77.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $WMT | Walmart Inc | 110K | $13.7K | -2.37K | 3.3% |
| $MSFT | Microsoft Corporation | 36.9K | $13.6K | -2.33K | 3.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 44.1K | $12.7K | -1.53K | 3.1% |
| $AAPL | Apple Inc | 49.7K | $12.6K | -3.91K | 3.1% |
| $ABBV | AbbVie Inc | 48.4K | $10.5K | -335 | 2.6% |
| $CSCO | Cisco Systems Inc | 126K | $9.74K | -788 | 2.4% |
| $JPM | JP Morgan Chase & Co | 32.4K | $9.52K | -692 | 2.3% |
| $FAST | Fastenal Company | 201K | $9.34K | -1.5K | 2.3% |
| $XOM | ExxonMobil Holdings Corporation | 53.2K | $9.02K | -3.85K | 2.2% |
…and 89 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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