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Disclosed positions
BOSTON RESEARCH & MANAGEMENT INC: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $21,615,280
- Reported amount
- 28,863
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001259261-26-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $21,615,280 | 28,863 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $15,512,089 | 43,406 | SH | None |
| CISCO SYS INC | CSCO | COM | $14,534,719 | 123,742 | SH | None |
| APPLE INC | AAPL | COM | $14,214,257 | 49,123 | SH | None |
| MICROSOFT CORP | MSFT | COM | $13,784,228 | 36,953 | SH | None |
| WALMART INC | WMT | COM | $12,201,953 | 107,734 | SH | None |
| ABBVIE INC | ABBV | COM | $12,111,182 | 48,129 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $11,167,725 | 75,300 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $10,538,237 | 32,195 | SH | None |
| FASTENAL CO | FAST | COM | $9,599,997 | 199,875 | SH | None |
| BANK OF NY MELLON CORP | BNY | COM | $9,238,316 | 63,884 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,689,773 | 17,366 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $8,529,333 | 16,607 | SH | None |
| MERCK & CO INC | MRK | COM | $8,461,120 | 65,845 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $8,345,480 | 100,742 | SH | None |
| LINDE PLC | LIN | SHS | $8,107,976 | 15,624 | SH | None |
| AMAZON COM INC | AMZN | COM | $7,953,186 | 33,369 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $7,698,066 | 38,473 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $7,238,641 | 52,945 | SH | None |
| SNAP ON INC | SNA | COM | $7,134,955 | 17,731 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $6,878,612 | 46,908 | SH | None |
| XYLEM INC | XYL | COM | $6,739,034 | 57,009 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $6,622,240 | 68,567 | SH | None |
| D R HORTON INC | DHI | COM | $6,526,113 | 40,067 | SH | None |
| LABCORP HOLDINGS INC | LH | COM SHS | $6,515,803 | 23,271 | SH | None |
| MCDONALDS CORP | MCD | COM | $6,490,008 | 24,010 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $6,476,198 | 73,786 | SH | None |
| COCA COLA CO | KO | COM | $5,985,292 | 73,647 | SH | None |
| ELI LILLY & CO | LLY | COM | $5,796,846 | 4,833 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $5,775,086 | 45,624 | SH | None |
| SYSCO CORP | SYY | COM | $5,721,105 | 68,451 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $5,694,322 | 11,177 | SH | None |
| US BANCORP | USB | COM NEW | $5,672,363 | 93,913 | SH | None |
| COLGATE PALMOLIVE CO | CL | COM | $5,543,340 | 60,464 | SH | None |
| ALBEMARLE CORP | ALB | 7.25% DEP SHS A | $5,525,037 | 99,820 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $5,501,930 | 10,974 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $5,416,243 | 18,027 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $5,396,627 | 59,474 | SH | None |
| TRACTOR SUPPLY CO | TSCO | COM | $5,350,309 | 169,260 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $5,205,940 | 6,971 | SH | None |
| LOWES COS INC | LOW | COM | $5,015,046 | 22,745 | SH | None |
| PEPSICO INC | PEP | COM | $4,623,166 | 34,145 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $4,588,673 | 108,377 | SH | None |
| DISNEY WALT CO | DIS | COM | $4,584,129 | 47,627 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,581,096 | 12,380 | SH | None |
| UNITED PARCEL SVCS INC | UPS | CL B | $4,552,840 | 42,352 | SH | None |
| CONOCOPHILLIPS | COP | COM | $4,300,539 | 41,367 | SH | None |
| EQUINIX INC | EQIX | COM | $4,240,443 | 4,068 | SH | None |
| MEDTRONIC PLC | MDT | SHS | $4,005,420 | 51,201 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $3,951,261 | 74,398 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.