13F Filings History of BOSTON RESEARCH & MANAGEMENT INC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$433,688,000
Signature - Title
Daniel F. Tortola, CFA - CIO
Location
Manchester, MA
Summary
This page shows a list of all the recent 13F filings made by BOSTON RESEARCH & MANAGEMENT INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BOSTON RESEARCH & MANAGEMENT INC reported 120 stock holdings with total value $433,688,000 as of Q4 2025. Top holdings included IVV, MSFT, AAPL, GOOGL, and WMT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $433,688,000 +$6,524,626 -$28,735,805 -$22,211,179 IVV, MSFT, AAPL, GOOGL, WMT 13F-HR 11 Feb 2026, 15:45
Q3 2025 119 $453,374,000 +$7,998,049 -$2,230,200 +$5,767,849 MSFT, IVV, AAPL, WMT, GOOGL 13F-HR 12 Nov 2025, 10:38
Q2 2025 116 $418,373,000 +$11,177,168 -$4,392,140 +$6,785,028 MSFT, IVV, WMT, AAPL, MA 13F-HR 12 Aug 2025, 14:18
Q1 2025 116 $402,695,000 +$5,690,331 -$9,154,370 -$3,464,039 IVV, MSFT, AAPL, WMT, MA 13F-HR 12 May 2025, 14:35
Q4 2024 115 $407,374,000 +$10,145,379 -$5,732,614 +$4,412,765 IVV, MSFT, AAPL, WMT, MA 13F-HR 12 Feb 2025, 14:56
Q3 2024 115 $425,676,000 +$12,470,732 -$9,548,160 +$2,922,572 IVV, MSFT, AAPL, WMT, TSCO 13F-HR 12 Nov 2024, 14:29
Q2 2024 113 $395,466,000 +$9,399,078 -$9,399,437 -$359 MSFT, IVV, AAPL, TSCO, MA 13F-HR 13 Aug 2024, 10:35
Q1 2024 115 $404,576,000 +$10,848,189 -$5,318,949 +$5,529,240 MSFT, IVV, MA, AAPL, TSCO 13F-HR 14 May 2024, 11:46
Q4 2023 113 $376,663,000 +$9,179,252 -$4,054,950 +$5,124,302 MSFT, IVV, AAPL, MA, FAST 13F-HR 12 Feb 2024, 14:50
Q3 2023 114 $338,325,000 +$3,823,703 -$1,491,047 +$2,332,656 MSFT, IVV, AAPL, MA, FAST 13F-HR 13 Nov 2023, 10:23
Q2 2023 113 $353,165,000 +$7,164,653 -$2,291,922 +$4,872,731 MSFT, IVV, AAPL, FAST, MA 13F-HR 01 Aug 2023, 16:13
Q1 2023 110 $334,827,000 +$13,603,390 -$12,691,323 +$912,067 MSFT, IVV, AAPL, TSCO, ABBV 13F-HR 10 May 2023, 13:40
Q4 2022 106 $323,184,000 +$4,471,799 -$7,344,722 -$2,872,923 IVV, MSFT, ABBV, TSCO, GIS 13F-HR 13 Feb 2023, 15:44
Q3 2022 102 $293,531,000 +$12,671,722 -$2,567,784 +$10,103,938 MSFT, IVV, AAPL, GIS, ABBV 13F-HR 14 Nov 2022, 09:51
Q2 2022 106 $308,734,000 +$10,282,757 -$2,649,695 +$7,633,062 MSFT, IVV, ABBV, AAPL, GIS 13F-HR 11 Aug 2022, 12:20
Q1 2022 111 $344,470,000 +$6,963,406 -$13,770,806 -$6,807,400 MSFT, IVV, AAPL, TSCO, ABBV 13F-HR 12 May 2022, 12:10
Q4 2021 112 $366,256,000 +$2,739,033 -$4,863,092 -$2,124,059 MSFT, IVV, AAPL, TSCO, FAST 13F-HR 10 Feb 2022, 11:19
Q3 2021 108 $335,794,000 +$8,998,196 -$3,233,161 +$5,765,035 MSFT, IVV, AAPL, TSCO, IJR Restatement 10 Nov 2021, 13:18
Q2 2021 108 $329,671,000 +$10,037,409 -$7,487,377 +$2,550,032 MSFT, IVV, AAPL, IJR, FAST 13F-HR 11 Aug 2021, 11:47
Q1 2021 105 $310,660,000 +$7,272,054 -$2,449,693 +$4,822,361 MSFT, IVV, AAPL, FAST, MA 13F-HR 11 May 2021, 16:24
Q4 2020 104 $287,447,000 +$9,412,973 -$2,567,796 +$6,845,177 MSFT, IVV, AAPL, MA, FAST 13F-HR 09 Feb 2021, 14:04
Q3 2020 101 $255,715,000 +$9,855,805 -$6,125,621 +$3,730,184 MSFT, IVV, AAPL, MA, FAST 13F-HR 09 Nov 2020, 15:25
Q2 2020 97 $240,689,000 +$9,350,758 -$3,285,351 +$6,065,407 MSFT, IVV, FAST, MA, AAPL 13F-HR 10 Aug 2020, 15:01
Q1 2020 92 $199,178,000 +$3,708,695 -$19,946,193 -$16,237,498 MSFT, IVV, MA, WMT, CSCO 13F-HR 08 May 2020, 13:54
Q4 2019 101 $266,579,000 +$2,421,008 -$4,865,294 -$2,444,286 MSFT, AAPL, MA, IVV, INTC 13F-HR 07 Feb 2020, 14:18
Q3 2019 99 $252,885,000 +$5,559,554 -$4,164,486 +$1,395,068 MSFT, MA, CSCO, IVV, AAPL 13F-HR 12 Nov 2019, 12:35
Q2 2019 99 $247,239,000 +$7,040,100 -$3,394,716 +$3,645,384 MSFT, CSCO, MA, IVV, INTC 13F-HR 07 Aug 2019, 15:49
Q1 2019 104 $240,001,000 +$9,448,968 -$2,955,296 +$6,493,672 MSFT, CSCO, MA, INTC, IVV 13F-HR 07 May 2019, 14:05
Q4 2018 100 $210,015,000 +$22,083,633 -$7,212,881 +$14,870,752 MSFT, CSCO, INTC, MA, WMT 13F-HR 06 Feb 2019, 14:45
Q3 2018 101 $218,851,000 +$2,981,371 -$1,753,054 +$1,228,317 MSFT, CSCO, AAPL, MA, INTC 13F-HR 13 Nov 2018, 13:53
Q2 2018 97 $203,202,000 +$7,127,230 -$3,668,707 +$3,458,523 MSFT, CSCO, INTC, MA, AAPL 13F-HR 30 Jul 2018, 11:32
Q1 2018 95 $196,253,000 +$6,239,794 -$5,515,107 +$724,687 MSFT, INTC, CSCO, MA, AAPL 13F-HR 09 May 2018, 14:26
Q4 2017 97 $199,417,000 +$1,487,819 -$10,513,227 -$9,025,408 MSFT, INTC, CSCO, ABBV, MMM 13F-HR 09 Feb 2018, 13:35
Q3 2017 96 $195,682,000 +$7,547,817 -$4,370,429 +$3,177,388 MSFT, CSCO, ABBV, MA, INTC 13F-HR 09 Nov 2017, 13:38
Q2 2017 95 $184,846,000 +$1,130,740 -$3,154,645 -$2,023,905 MSFT, MMM, CSCO, AAPL, MA 13F-HR 08 Aug 2017, 16:40
Q1 2017 96 $183,556,000 +$6,666,442 -$3,268,551 +$3,397,891 MSFT, CSCO, AAPL, INTC, MMM 13F-HR 05 May 2017, 14:12
Q4 2016 95 $175,778,000 +$3,272,906 -$4,101,981 -$829,075 MSFT, CSCO, INTC, XOM, GE 13F-HR 09 Feb 2017, 15:03
Q3 2016 93 $173,107,000 +$6,355,020 -$3,694,313 +$2,660,707 MSFT, CSCO, INTC, PEP, XOM 13F-HR 07 Nov 2016, 11:41
Q2 2016 95 $164,933,000 +$3,693,530 -$1,858,219 +$1,835,311 MSFT, CSCO, XOM, INTC, MMM 13F-HR 10 Aug 2016, 12:23
Q1 2016 94 $160,591,000 +$11,357,462 -$16,298,467 -$4,941,005 MSFT, CSCO, GE, KO, INTC 13F-HR 13 May 2016, 11:25
Q4 2015 98 $160,833,000 +$9,904,991 -$10,371,380 -$466,389 IVV, MSFT, INTC, CSCO, GE 13F-HR 11 Feb 2016, 14:54
Q3 2015 98 $151,912,000 +$13,099,222 -$6,472,491 +$6,626,731 MSFT, CSCO, PEP, INTC, XOM 13F-HR 09 Nov 2015, 12:09
Q2 2015 98 $157,981,000 +$4,908,493 -$2,715,911 +$2,192,582 CSCO, MSFT, XOM, IWM, AAPL 13F-HR 31 Jul 2015, 14:13
Q1 2015 100 $157,665,000 +$8,275,528 -$9,059,642 -$784,114 CSCO, XOM, IWM, MSFT, AAPL 13F-HR 11 May 2015, 13:20
Q4 2014 104 $159,552,000 +$11,652,827 -$7,369,119 +$4,283,708 CSCO, XOM, INTC, MSFT, IWM 13F-HR 11 Feb 2015, 14:26
Q3 2014 102 $148,722,000 +$9,417,948 -$4,592,605 +$4,825,343 MSFT, XOM, INTC, CSCO, KO 13F-HR 04 Nov 2014, 14:43
Q2 2014 100 $144,674,000 +$9,798,561 -$4,302,294 +$5,496,267 XOM, IWM, MSFT, CSCO, INTC 13F-HR 12 Aug 2014, 12:32
Q1 2014 99 $136,027,000 +$7,678,906 -$662,223 +$7,016,683 MSFT, IWM, XOM, PEP, CSCO 13F-HR 13 May 2014, 14:55
Q4 2013 94 $130,081,000 $0 $0 $0 XOM, IWM, MSFT, GE, MMM 13F-HR 07 Feb 2014, 15:46