0001259261-24-000002.txt : 20240212 0001259261-24-000002.hdr.sgml : 20240212 20240212145035 ACCESSION NUMBER: 0001259261-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BOSTON RESEARCH & MANAGEMENT INC CENTRAL INDEX KEY: 0001259261 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10522 FILM NUMBER: 24619293 BUSINESS ADDRESS: STREET 1: 40 BEACH STREET STREET 2: SUITE 200 CITY: MANCHESTER STATE: MA ZIP: 01944 BUSINESS PHONE: 978-526-9700 MAIL ADDRESS: STREET 1: 40 BEACH STREET STREET 2: SUITE 200 CITY: MANCHESTER STATE: MA ZIP: 01944 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001259261 XXXXXXXX 12-31-2023 12-31-2023 BOSTON RESEARCH & MANAGEMENT INC

40 BEACH STREET SUITE 200 MANCHESTER MA 01944

13F HOLDINGS REPORT 028-10522 N Daniel F. Tortola, CFA 978-526-9700 Daniel F. Tortola, CFA Manchester MA 02-12-2024 0 114 376663 false INFORMATION TABLE 2 inftable123123.xml 13F 3M Co COM 88579Y101 480 4394 SH SOLE 0 0 4394 AMEX Energy Sector SPDR COM 81369y506 3943 47041 SH SOLE 0 0 47041 AbbVie Inc. COM 00287y109 8329 53752 SH SOLE 0 0 53752 Abbott Laboratories COM 002824100 6793 61723 SH SOLE 0 0 61723 Accenture PLC COM G1151C101 6254 17823 SH SOLE 0 0 17823 Agilent Technologies, Inc. COM 00846u101 255 1841 SH SOLE 0 0 1841 Alphabet, Inc. - Class A COM 02079k305 7513 53788 SH SOLE 0 0 53788 Alphabet, Inc. - Class C COM 02079k107 1617 11475 SH SOLE 0 0 11475 Amazon.com, Inc. COM 023135106 5286 34791 SH SOLE 0 0 34791 Amgen Inc. COM 031162100 356 1237 SH SOLE 0 0 1237 Apple Inc. COM 037833100 11255 58461 SH SOLE 0 0 58461 Archer Daniels Midland Com COM 039483102 207 2880 SH SOLE 0 0 2880 Automatic Data Processing, Inc COM 053015103 399 1715 SH SOLE 0 0 1715 Bank of New York Mellon Corp. COM 064058100 4900 94146 SH SOLE 0 0 94146 Berkshire Hathaway Inc. Class COM 084670702 7174 20115 SH SOLE 0 0 20115 Boeing Co COM 097023105 338 1300 SH SOLE 0 0 1300 Boston Properties, Inc. COM 101121101 340 4850 SH SOLE 0 0 4850 Bristol-Myers Squibb Company COM 110122108 341 6660 SH SOLE 0 0 6660 CVS Health Corp COM 126650100 5324 67433 SH SOLE 0 0 67433 Cambridge Heart Inc. COM 131910101 0 10200 SH SOLE 0 0 10200 Caterpillar COM 149123101 1047 3542 SH SOLE 0 0 3542 Chevron Corp COM 166764100 1313 8808 SH SOLE 0 0 8808 Cintas Corporation COM 172908105 3332 5530 SH SOLE 0 0 5530 Cisco Systems, Inc. COM 17275r102 7285 144203 SH SOLE 0 0 144203 Coca-Cola Company COM 191216100 4696 79700 SH SOLE 0 0 79700 Colgate-Palmolive Company COM 194162103 5101 64006 SH SOLE 0 0 64006 Comcast Corp Cl A Vtg COM 20030N101 5490 125203 SH SOLE 0 0 125203 ConocoPhillips COM 20825C104 3463 29839 SH SOLE 0 0 29839 D.R. Horton, Inc. COM 23331a109 6269 41254 SH SOLE 0 0 41254 Danaher Corp. COM 235851102 480 2078 SH SOLE 0 0 2078 Duke Energy Corp. COM 26441c204 4279 44097 SH SOLE 0 0 44097 Eli Lilly & Co COM 532457108 2584 4433 SH SOLE 0 0 4433 Emerson Electric Co COM 291011104 496 5100 SH SOLE 0 0 5100 Exxon Mobil Corp. COM 30231g102 5041 50422 SH SOLE 0 0 50422 Fastenal Co COM 311900104 9026 139370 SH SOLE 0 0 139370 Fortrea Holdings Inc COM 34965k107 755 21658 SH SOLE 0 0 21658 General Dynamics Corporation COM 369550108 218 840 SH SOLE 0 0 840 General Electric Company COM 369604301 307 2413 SH SOLE 0 0 2413 General Mills Inc Com COM 370334104 6717 103130 SH SOLE 0 0 103130 Genuine Parts COM 372460105 331 2390 SH SOLE 0 0 2390 HP Inc. COM 40434l105 261 8680 SH SOLE 0 0 8680 Home Depot, Inc. COM 437076102 3217 9285 SH SOLE 0 0 9285 Illinois Tool Works COM 452308109 675 2580 SH SOLE 0 0 2580 Intel Corp COM 458140100 5947 118358 SH SOLE 0 0 118358 Intl Business Machines Corp COM 459200101 752 4603 SH SOLE 0 0 4603 Invesco QQQ Trust Series 1 COM 46090e103 353 863 SH SOLE 0 0 863 Invesco S&P 500 Equal Weight COM 46137V357 390 2477 SH SOLE 0 0 2477 J.P. Morgan Chase & Co. COM 46625h100 6477 38081 SH SOLE 0 0 38081 Johnson & Johnson COM 478160104 1522 9711 SH SOLE 0 0 9711 Kimberly-Clark Corp COM 494368103 374 3085 SH SOLE 0 0 3085 Laboratory CP Amer Hldgs COM 50540R409 5484 24129 SH SOLE 0 0 24129 Linde PLC COM g54950103 6849 16677 SH SOLE 0 0 16677 Lockheed Martin Corp COM 539830109 4872 10751 SH SOLE 0 0 10751 Lowe's Companies COM 548661107 218 980 SH SOLE 0 0 980 Magna International, Inc. Cl A COM 559222401 3201 54185 SH SOLE 0 0 54185 Marsh & McLennan Companies, In COM 571748102 496 2620 SH SOLE 0 0 2620 Masco Corp COM 574599106 267 4000 SH SOLE 0 0 4000 Mastercard, Inc. COM 57636q104 9388 22011 SH SOLE 0 0 22011 McDonald's Corp COM 580135101 7187 24239 SH SOLE 0 0 24239 Medtronic Plc COM G5960L103 3879 47096 SH SOLE 0 0 47096 Merck & Co. Inc. COM 58933Y105 6707 61525 SH SOLE 0 0 61525 Microsoft Corp COM 594918104 16937 45041 SH SOLE 0 0 45041 Nextera Energy Inc. COM 65339F101 4143 68222 SH SOLE 0 0 68222 Nucor Corporation COM 670346105 336 1936 SH SOLE 0 0 1936 Nvidia COM 67066G104 638 1290 SH SOLE 0 0 1290 Omnicom Group Inc Com COM 681919106 4370 50523 SH SOLE 0 0 50523 Oracle Corp. COM 68389X105 1087 10319 SH SOLE 0 0 10319 PPG Industries COM 693506107 553 3700 SH SOLE 0 0 3700 Paychex, Inc. COM 704326107 907 7615 SH SOLE 0 0 7615 Pepsi Co Inc COM 713448108 5278 31076 SH SOLE 0 0 31076 Pfizer Inc. COM 717081103 482 16763 SH SOLE 0 0 16763 Procter & Gamble Co COM 742718109 6363 43424 SH SOLE 0 0 43424 Qorvo Inc. COM 74736K101 3811 33850 SH SOLE 0 0 33850 Qualcomm, Inc. COM 747525103 436 3020 SH SOLE 0 0 3020 SPDR DJIA ETF Trust COM 78467X109 1266 3360 SH SOLE 0 0 3360 SPDR S&P 500 ETF COM 78462F103 3388 7130 SH SOLE 0 0 7130 Snap-On Inc. COM 833034101 5251 18183 SH SOLE 0 0 18183 Southern Co COM 842587107 330 4710 SH SOLE 0 0 4710 Stryker Corp COM 863667101 1303 4354 SH SOLE 0 0 4354 Sysco Corp COM 871829107 4303 58840 SH SOLE 0 0 58840 Thermo Fisher Scientific COM 883556102 4709 8872 SH SOLE 0 0 8872 Tractor Supply Co COM 892356106 8093 37641 SH SOLE 0 0 37641 US Bancorp COM 902973304 3717 85896 SH SOLE 0 0 85896 United Parcel Services COM 911312106 5577 35475 SH SOLE 0 0 35475 UnitedHealth Group Inc COM 91324P102 389 740 SH SOLE 0 0 740 VanEck Vectors Biotech ETF COM 92189F726 2102 12721 SH SOLE 0 0 12721 Vanguard Developed Markets ETF COM 921943858 1053 21999 SH SOLE 0 0 21999 Vanguard Emerging Markets ETF COM 922042858 686 16693 SH SOLE 0 0 16693 Vanguard FTSE All-World Ex-US COM 922042775 1201 21403 SH SOLE 0 0 21403 Vanguard Small-Cap ETF COM 922908751 2333 10939 SH SOLE 0 0 10939 Vanguard Total Stock Market ET COM 922908769 2936 12380 SH SOLE 0 0 12380 Verizon Communications COM 92343v104 3678 97576 SH SOLE 0 0 97576 Wal-Mart Stores COM 931142103 7391 46887 SH SOLE 0 0 46887 Walt Disney Co. COM 254687106 4107 45487 SH SOLE 0 0 45487 Waste Management, Inc. COM 94106l109 553 3090 SH SOLE 0 0 3090 Worthington Enterprises, Inc. COM 981811102 201 3500 SH SOLE 0 0 3500 Xylem Inc. COM 98419m100 7512 65692 SH SOLE 0 0 65692 Yum! Brands Inc. COM 988498101 564 4320 SH SOLE 0 0 4320 iShares Comex Gold Trust COM 464285204 2058 52753 SH SOLE 0 0 52753 iShares Core MSCI EAFE ETF COM 46432f842 4703 66857 SH SOLE 0 0 66857 iShares Core MSCI Emerging Mkt COM 46434g103 5154 101898 SH SOLE 0 0 101898 iShares Core S&P 500 ETF COM 464287200 15994 33486 SH SOLE 0 0 33486 iShares Core S&P Midcap ETF COM 464287507 2797 10092 SH SOLE 0 0 10092 iShares Core S&P SmallCap ETF COM 464287804 7943 73377 SH SOLE 0 0 73377 iShares Nasdaq Biotechnology I COM 464287556 2045 15056 SH SOLE 0 0 15056 iShares Russell 1000 Growth In COM 464287614 245 811 SH SOLE 0 0 811 iShares Russell 1000 Index Fun COM 464287622 201 768 SH SOLE 0 0 768 iShares Russell 2000 Index Fun COM 464287655 4226 21058 SH SOLE 0 0 21058 iShares S&P Global Tech Sector COM 464287291 245 3600 SH SOLE 0 0 3600 iShares S&P Growth Allocation COM 464289867 469 8827 SH SOLE 0 0 8827 iShares Core Total US Bond Mar COM 464287226 368 3717 SH SOLE 0 0 3717 iShares US Preferred Stock COM 464288687 545 17491 SH SOLE 0 0 17491 VaneckVectors HY Muni ETF COM 92189h409 1175 22768 SH SOLE 0 0 22768 iShares iBoxx High Yield Corp COM 464288513 2661 34387 SH SOLE 0 0 34387