BR
Boston Research & Management Inc
13F filer · CIK 0001259261Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$453MU.S. long equity reported on 13F
Positions974 new · 0 closed
Net flow last quarter-$361MBuys minus sells
Top 10 positions weight26.6%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 11, 202697 positions | |||||
| $15.5M | 3.43% | 0.00% | -50.8% | Q3 2015 | |
| $14.5M | 3.21% | 0.00% | -50.7% | Q2 2013 | |
| $14.2M | 3.14% | 0.00% | -50.6% | Q2 2013 | |
| $13.8M | 3.05% | 0.00% | -49.9% | Q2 2013 | |
| $12.2M | 2.70% | 0.00% | -51.1% | Q2 2013 | |
| $12.1M | 2.68% | 0.00% | -50.2% | Q2 2013 | |
| $10.5M | 2.33% | 0.00% | -50.3% | Q2 2013 | |
| $9.6M | 2.12% | 0.02% | -50.4% | Q2 2013 | |
| $9.24M | 2.04% | 0.01% | -50.6% | Q2 2013 | |
| $8.69M | 1.92% | Not reported | -50.9% | Q2 2013 | |
| $8.53M | 1.88% | 0.00% | -50.4% | Q2 2013 | |
| $8.46M | 1.87% | 0.00% | -50.6% | Q2 2013 | |
| $8.11M | 1.79% | 0.00% | -50.5% | Q4 2018 | |
| $7.95M | 1.76% | 0.00% | -50.3% | Q2 2020 | |
| $7.7M | 1.70% | 0.00% | -50.7% | Q2 2023 | |
| $7.24M | 1.60% | 0.00% | -50.2% | Q2 2013 | |
| $7.13M | 1.58% | 0.03% | -50.6% | Q2 2020 | |
| $6.88M | 1.52% | 0.00% | -49.9% | Q2 2013 | |
| $6.74M | 1.49% | 0.02% | -49.2% | Q2 2013 | |
| $6.53M | 1.44% | 0.01% | -50.3% | Q3 2021 | |
| $6.52M | 1.44% | 0.03% | -50.1% | Q2 2024 | |
| $6.49M | 1.43% | 0.00% | -50.2% | Q2 2013 | |
| $6.48M | 1.43% | 0.00% | -50.1% | Q2 2013 | |
| $5.99M | 1.32% | 0.00% | -50.3% | Q2 2013 | |
| $5.8M | 1.28% | 0.00% | -50.0% | Q2 2013 | |
| DEDUKDuke Energy CORP | $5.78M | 1.28% | 0.01% | -50.1% | Q2 2013 |
| $5.72M | 1.26% | 0.01% | -49.4% | Q2 2013 | |
| $5.69M | 1.26% | 0.00% | -49.9% | Q2 2021 | |
| $5.67M | 1.25% | 0.01% | -50.6% | Q1 2014 | |
| $5.54M | 1.22% | 0.01% | -50.2% | Q2 2013 | |
| $5.5M | 1.22% | 0.00% | -49.3% | Q2 2020 | |
| $5.4M | 1.19% | 0.00% | -50.2% | Q2 2013 | |
| $5.35M | 1.18% | 0.03% | -50.1% | Q3 2017 | |
| $5.21M | 1.15% | Not reported | -50.3% | Q2 2013 | |
| $5.02M | 1.11% | 0.00% | +1060.5% | Q4 2021 | |
| $4.62M | 1.02% | 0.00% | -49.4% | Q2 2013 | |
| $4.59M | 1.01% | 0.00% | -49.8% | Q2 2013 | |
| $4.58M | 1.01% | 0.00% | -50.8% | Q2 2013 | |
| $4.55M | 1.01% | 0.01% | -50.1% | Q2 2013 | |
| $4.3M | 0.95% | 0.00% | -50.2% | Q2 2013 | |
| $4.24M | 0.94% | 0.00% | -50.5% | Q3 2025 | |
| $4.01M | 0.88% | 0.00% | -49.4% | Q2 2013 | |
| $3.62M | 0.80% | 0.02% | -51.7% | Q2 2018 | |
| $3.6M | 0.80% | 0.00% | -51.7% | Q2 2013 | |
| $3.54M | 0.78% | 0.01% | -50.0% | Q2 2013 | |
| $3.45M | 0.76% | 0.01% | -50.0% | Q2 2013 | |
| $3.35M | 0.74% | 0.02% | -51.1% | Q2 2013 | |
| $3.11M | 0.69% | 0.00% | -50.0% | Q2 2013 | |
| $3.07M | 0.68% | 0.00% | -49.1% | Q4 2015 | |
| $2.78M | 0.62% | 0.00% | -50.5% | Q3 2024 | |
| Q1 2026Reported Aug 26, 202693 positions | |||||
| $27.4M | 3.22% | 0.00% | -2.1% | Q2 2013 | |
| $27.3M | 3.21% | 0.00% | -5.9% | Q2 2013 | |
| $25.4M | 2.99% | 0.00% | -3.4% | Q3 2015 | |
| $25.2M | 2.97% | 0.00% | -7.3% | Q2 2013 | |
| $21M | 2.48% | 0.01% | -0.7% | Q2 2013 | |
| $19.5M | 2.29% | 0.01% | -0.6% | Q2 2013 | |
| $19M | 2.24% | 0.00% | -2.1% | Q2 2013 | |
| $18.7M | 2.20% | 0.04% | -0.7% | Q2 2013 | |
| $18M | 2.12% | 0.00% | -6.8% | Q2 2013 | |
| $16.9M | 1.99% | Not reported | -2.4% | Q2 2013 | |
| $16.7M | 1.97% | 0.00% | -12.4% | Q2 2013 | |
| $16M | 1.89% | 0.01% | +0.9% | Q2 2013 | |
| $15.6M | 1.84% | 0.01% | +2.9% | Q4 2018 | |
| $15.4M | 1.81% | 0.06% | +1.7% | Q3 2017 | |
| $15.3M | 1.81% | 0.02% | -0.3% | Q2 2013 | |
| $15M | 1.76% | 0.01% | -0.3% | Q2 2013 | |
| $14M | 1.65% | 0.00% | +0.1% | Q2 2020 | |
| $13.7M | 1.62% | 0.01% | -0.9% | Q2 2013 | |
| $13.6M | 1.60% | 0.00% | -0.4% | Q2 2023 | |
| $13.5M | 1.59% | 0.00% | -0.8% | Q2 2013 | |
| $13.5M | 1.59% | 0.01% | -1.2% | Q2 2021 | |
| $13.4M | 1.58% | 0.05% | -2.6% | Q2 2013 | |
| $13M | 1.54% | 0.07% | -0.9% | Q2 2020 | |
| $12.4M | 1.46% | 0.06% | -1.0% | Q2 2024 | |
| $12.3M | 1.44% | 0.01% | +5.2% | Q2 2013 | |
| DEDUKDuke Energy CORP | $12M | 1.41% | 0.01% | +0.7% | Q2 2013 |
| $11.3M | 1.33% | 0.00% | -0.7% | Q2 2013 | |
| $11.1M | 1.30% | 0.03% | -1.3% | Q3 2021 | |
| $11M | 1.29% | 0.01% | +0.9% | Q2 2013 | |
| $10.8M | 1.28% | 0.01% | -0.4% | Q2 2013 | |
| $10.6M | 1.25% | 0.01% | +2.2% | Q2 2020 | |
| $10.5M | 1.23% | 0.00% | -0.6% | Q2 2013 | |
| $10.3M | 1.22% | 0.02% | +1.0% | Q2 2013 | |
| $9.89M | 1.16% | 0.01% | Not reported | Q1 2014 | |
| $9.65M | 1.14% | 0.03% | +0.1% | Q2 2013 | |
| $9.32M | 1.10% | 0.01% | +3.9% | Q2 2013 | |
| $9.11M | 1.07% | Not reported | -0.6% | Q2 2013 | |
| $8.89M | 1.05% | 0.00% | +16.5% | Q2 2013 | |
| $8.76M | 1.03% | 0.01% | +3.1% | Q2 2013 | |
| $8.35M | 0.98% | 0.01% | +8.1% | Q2 2013 | |
| $8.26M | 0.97% | 0.01% | -0.3% | Q2 2013 | |
| $8.05M | 0.95% | 0.01% | +4.9% | Q3 2025 | |
| $8.03M | 0.95% | 0.04% | +7.8% | Q2 2018 | |
| $7.09M | 0.83% | 0.03% | -0.3% | Q2 2013 | |
| $7.06M | 0.83% | 0.01% | +26.8% | Q4 2015 | |
| $7.02M | 0.83% | 0.01% | -3.3% | Q2 2013 | |
| $6.86M | 0.81% | 0.01% | Not reported | Q2 2013 | |
| $6.67M | 0.79% | 0.01% | +33.4% | Q3 2024 | |
| $5.79M | 0.68% | 0.00% | Not reported | Q2 2013 | |
| $4.96M | 0.58% | 0.00% | Not reported | Q2 2013 | |
| Q4 2025Reported Aug 27, 202698 positions | |||||
| $37.9M | 4.34% | 0.00% | +88.6% | Q2 2013 | |
| $29.1M | 3.33% | 0.00% | +84.3% | Q2 2013 | |
| $28.6M | 3.27% | 0.00% | +79.6% | Q3 2015 | |
| $25.1M | 2.87% | 0.00% | +74.5% | Q2 2013 | |
| $22.2M | 2.55% | 0.01% | +90.4% | Q2 2013 | |
| $21.8M | 2.50% | 0.00% | +87.1% | Q2 2013 | |
| $21.3M | 2.44% | 0.00% | +91.4% | Q2 2013 | |
| $19.5M | 2.23% | 0.01% | +74.6% | Q2 2013 | |
| $18.2M | 2.08% | Not reported | +90.5% | Q2 2013 | |
| $16.7M | 1.91% | 0.06% | +90.5% | Q3 2017 | |
| $16.3M | 1.86% | 0.04% | +93.5% | Q2 2013 | |
| $15.7M | 1.80% | 0.05% | +78.3% | Q2 2013 | |
| $15.5M | 1.77% | 0.00% | +87.5% | Q2 2020 | |
| $15.1M | 1.72% | 0.02% | +53.9% | Q2 2013 | |
| $14.8M | 1.69% | 0.01% | +93.2% | Q2 2013 | |
| $14.6M | 1.67% | 0.00% | +94.3% | Q2 2023 | |
| $14.2M | 1.63% | 0.01% | +91.2% | Q2 2013 | |
| $13.9M | 1.59% | 0.01% | +95.2% | Q2 2013 | |
| $13.7M | 1.57% | 0.00% | +102.9% | Q2 2013 | |
| $13.5M | 1.55% | 0.00% | +90.9% | Q2 2013 | |
| $13.1M | 1.50% | 0.01% | +92.3% | Q4 2018 | |
| $12.5M | 1.43% | 0.07% | +91.4% | Q2 2020 | |
| $12.3M | 1.40% | 0.01% | +92.9% | Q2 2020 | |
| $12M | 1.37% | 0.01% | +93.7% | Q2 2013 | |
| $11.8M | 1.35% | 0.06% | +95.1% | Q2 2024 | |
| $11.8M | 1.35% | 0.03% | +92.6% | Q3 2021 | |
| $10.9M | 1.25% | 0.01% | +93.3% | Q2 2021 | |
| DEDUKDuke Energy CORP | $10.6M | 1.22% | 0.01% | +99.4% | Q2 2013 |
| $10.6M | 1.21% | 0.01% | +96.6% | Q2 2013 | |
| $10.4M | 1.19% | 0.00% | +92.0% | Q2 2013 | |
| $10.1M | 1.16% | 0.01% | +92.4% | Q1 2014 | |
| $9.96M | 1.14% | 0.03% | +96.6% | Q2 2013 | |
| $9.82M | 1.12% | 0.01% | +84.4% | Q2 2013 | |
| $9.75M | 1.12% | 0.01% | +88.8% | Q2 2013 | |
| $9.61M | 1.10% | Not reported | +100.0% | Q2 2013 | |
| $9.49M | 1.09% | 0.02% | +88.0% | Q2 2013 | |
| $9.42M | 1.08% | 0.01% | +93.2% | Q2 2013 | |
| $9.31M | 1.07% | 0.04% | +73.5% | Q2 2018 | |
| $8.91M | 1.02% | 0.00% | +98.1% | Q2 2013 | |
| $8.84M | 1.01% | 0.01% | +99.7% | Q2 2013 | |
| $7.79M | 0.89% | 0.01% | +74.8% | Q2 2013 | |
| $7.71M | 0.88% | 0.01% | +105.0% | Q2 2013 | |
| $7.62M | 0.87% | 0.01% | +100.0% | Q2 2013 | |
| $7.62M | 0.87% | 0.03% | +90.1% | Q2 2013 | |
| $7.62M | 0.87% | 0.01% | +88.2% | Q2 2013 | |
| $7.2M | 0.82% | 0.01% | +62.5% | Q3 2024 | |
| $6.06M | 0.69% | 0.00% | +100.0% | Q2 2013 | |
| $5.99M | 0.69% | 0.01% | +130.0% | Q3 2025 | |
| $5.8M | 0.66% | 0.00% | +38.7% | Q4 2015 | |
| $4.05M | 0.46% | Not reported | +34.3% | Q3 2015 | |
| Q3 2025Reported Nov 12, 202596 positions | |||||
| $21.5M | 4.75% | 0.00% | +0.4% | Q2 2013 | |
| $14.8M | 3.27% | 0.00% | +1.6% | Q2 2013 | |
| $13.3M | 2.93% | 0.00% | -0.4% | Q2 2013 | |
| $12.4M | 2.73% | 0.00% | -2.0% | Q3 2015 | |
| $11.8M | 2.61% | 0.00% | -0.1% | Q2 2013 | |
| $11.6M | 2.56% | 0.00% | 0.0% | Q2 2013 | |
| $10.9M | 2.40% | 0.00% | -1.6% | Q2 2013 | |
| $10.3M | 2.27% | 0.02% | -0.7% | Q2 2013 | |
| $9.95M | 2.19% | 0.03% | -0.9% | Q3 2017 | |
| $9.9M | 2.18% | 0.00% | 0.0% | Q2 2013 | |
| $9.56M | 2.11% | Not reported | +0.6% | Q2 2013 | |
| $9.54M | 2.10% | 0.03% | 0.0% | Q2 2013 | |
| $9.18M | 2.03% | 0.01% | -2.6% | Q2 2013 | |
| $7.95M | 1.75% | 0.00% | +1.6% | Q2 2013 | |
| $7.85M | 1.73% | 0.00% | +2.8% | Q2 2020 | |
| $7.6M | 1.68% | 0.00% | 0.0% | Q2 2013 | |
| $7.59M | 1.67% | 0.00% | +10.2% | Q2 2013 | |
| $7.57M | 1.67% | 0.00% | +0.5% | Q4 2018 | |
| $7.53M | 1.66% | 0.00% | +2.8% | Q2 2023 | |
| $7.18M | 1.58% | 0.01% | -0.1% | Q3 2021 | |
| $6.93M | 1.53% | 0.03% | -0.1% | Q2 2024 | |
| $6.56M | 1.45% | 0.04% | -0.1% | Q2 2020 | |
| $6.34M | 1.40% | 0.00% | +2.6% | Q2 2013 | |
| $5.84M | 1.29% | 0.01% | +1.6% | Q2 2021 | |
| $5.82M | 1.28% | 0.02% | +1.7% | Q2 2018 | |
| $5.81M | 1.28% | 0.00% | +0.1% | Q2 2013 | |
| $5.67M | 1.25% | 0.00% | +0.4% | Q2 2013 | |
| $5.66M | 1.25% | 0.01% | +0.8% | Q2 2013 | |
| DEDUKDuke Energy CORP | $5.64M | 1.24% | 0.01% | -0.3% | Q2 2013 |
| $5.42M | 1.20% | 0.00% | +1.9% | Q2 2013 | |
| $5.32M | 1.17% | 0.00% | +0.2% | Q2 2020 | |
| $5.16M | 1.14% | 0.00% | +2.7% | Q2 2013 | |
| $5.11M | 1.13% | 0.01% | +1.6% | Q2 2013 | |
| $5.05M | 1.11% | 0.00% | -1.3% | Q2 2013 | |
| $4.9M | 1.08% | 0.00% | +4.2% | Q2 2013 | |
| $4.84M | 1.07% | 0.00% | +0.6% | Q2 2013 | |
| $4.78M | 1.05% | 0.01% | +0.8% | Q1 2014 | |
| $4.78M | 1.05% | 0.00% | +0.6% | Q2 2013 | |
| $4.69M | 1.04% | Not reported | -0.7% | Q2 2013 | |
| $4.47M | 0.99% | 0.00% | +6.7% | Q3 2024 | |
| $4.39M | 0.97% | 0.00% | +2.1% | Q4 2015 | |
| $4.16M | 0.92% | 0.01% | Not reported | Q2 2013 | |
| $4.05M | 0.89% | 0.03% | -1.2% | Q2 2013 | |
| $3.8M | 0.84% | 0.00% | +1.6% | Q2 2013 | |
| $3.75M | 0.83% | 0.01% | +5.4% | Q2 2013 | |
| $3.63M | 0.80% | 0.01% | +0.1% | Q2 2013 | |
| $3.57M | 0.79% | 0.00% | Not reported | Q2 2013 | |
| $3.2M | 0.70% | 0.00% | Not reported | Q2 2013 | |
| $2.76M | 0.61% | 0.00% | -0.9% | Q2 2013 | |
| $2.66M | 0.59% | 0.00% | New | Q3 2025 | |
Premium opens every quarter this fund has filed