0001259261-24-000004.txt : 20240514 0001259261-24-000004.hdr.sgml : 20240514 20240514114622 ACCESSION NUMBER: 0001259261-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 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: 24942274 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 03-31-2024 03-31-2024 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 05-14-2024 0 116 404576 false INFORMATION TABLE 2 inftable033124.xml 13F 3M Co COM 88579Y101 466 4394 SH SOLE 0 0 4394 AMEX Energy Sector SPDR COM 81369y506 4445 47091 SH SOLE 0 0 47091 AbbVie Inc. COM 00287y109 9658 53037 SH SOLE 0 0 53037 Abbott Laboratories COM 002824100 7022 61784 SH SOLE 0 0 61784 Accenture PLC COM G1151C101 6167 17794 SH SOLE 0 0 17794 Agilent Technologies, Inc. COM 00846u101 267 1841 SH SOLE 0 0 1841 Alphabet, Inc. - Class A COM 02079k305 8102 53681 SH SOLE 0 0 53681 Alphabet, Inc. - Class C COM 02079k107 1632 10720 SH SOLE 0 0 10720 Amazon.com, Inc. COM 023135106 6247 34637 SH SOLE 0 0 34637 Amgen Inc. COM 031162100 351 1237 SH SOLE 0 0 1237 Apple Inc. COM 037833100 10086 58821 SH SOLE 0 0 58821 Automatic Data Processing, Inc COM 053015103 428 1715 SH SOLE 0 0 1715 Bank of New York Mellon Corp. COM 064058100 5442 94456 SH SOLE 0 0 94456 Berkshire Hathaway Inc. Class COM 084670702 8452 20099 SH SOLE 0 0 20099 Boeing Co COM 097023105 250 1300 SH SOLE 0 0 1300 Boston Properties, Inc. COM 101121101 316 4850 SH SOLE 0 0 4850 Bristol-Myers Squibb Company COM 110122108 361 6660 SH SOLE 0 0 6660 CVS Health Corp COM 126650100 5448 68308 SH SOLE 0 0 68308 Cambridge Heart Inc. COM 131910101 0 10200 SH SOLE 0 0 10200 Caterpillar COM 149123101 1297 3542 SH SOLE 0 0 3542 Chevron Corp COM 166764100 1389 8808 SH SOLE 0 0 8808 Cintas Corporation COM 172908105 3799 5530 SH SOLE 0 0 5530 Cisco Systems, Inc. COM 17275r102 7253 145339 SH SOLE 0 0 145339 Clorox Company COM 189054109 210 1375 SH SOLE 0 0 1375 Coca-Cola Company COM 191216100 4860 79445 SH SOLE 0 0 79445 Colgate-Palmolive Company COM 194162103 5736 63701 SH SOLE 0 0 63701 Comcast Corp Cl A Vtg COM 20030N101 5491 126688 SH SOLE 0 0 126688 ConocoPhillips COM 20825C104 3882 30506 SH SOLE 0 0 30506 Costco Whsl Corp New Com COM 22160K105 212 290 SH SOLE 0 0 290 D.R. Horton, Inc. COM 23331a109 6698 40710 SH SOLE 0 0 40710 Danaher Corp. COM 235851102 518 2078 SH SOLE 0 0 2078 Duke Energy Corp. COM 26441c204 4371 45206 SH SOLE 0 0 45206 Eli Lilly & Co COM 532457108 3448 4433 SH SOLE 0 0 4433 Emerson Electric Co COM 291011104 578 5100 SH SOLE 0 0 5100 Exxon Mobil Corp. COM 30231g102 5832 50173 SH SOLE 0 0 50173 Fastenal Co COM 311900104 8198 106275 SH SOLE 0 0 106275 Fortrea Holdings Inc COM 34965k107 865 21554 SH SOLE 0 0 21554 GE Aerospace COM 369604301 423 2413 SH SOLE 0 0 2413 General Dynamics Corporation COM 369550108 217 770 SH SOLE 0 0 770 General Mills Inc Com COM 370334104 7322 104650 SH SOLE 0 0 104650 Genuine Parts COM 372460105 370 2390 SH SOLE 0 0 2390 HP Inc. COM 40434l105 262 8680 SH SOLE 0 0 8680 Home Depot, Inc. COM 437076102 3377 8805 SH SOLE 0 0 8805 Illinois Tool Works COM 452308109 692 2580 SH SOLE 0 0 2580 Intel Corp COM 458140100 5368 121549 SH SOLE 0 0 121549 Intl Business Machines Corp COM 459200101 879 4603 SH SOLE 0 0 4603 Invesco QQQ Trust Series 1 COM 46090e103 362 817 SH SOLE 0 0 817 Invesco S&P 500 Equal Weight COM 46137V357 387 2285 SH SOLE 0 0 2285 J.P. Morgan Chase & Co. 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COM 65339F101 4509 70554 SH SOLE 0 0 70554 Nucor Corporation COM 670346105 383 1936 SH SOLE 0 0 1936 Nvidia COM 67066G104 1057 1170 SH SOLE 0 0 1170 Old Dominion Freight Line COM 679580100 214 980 SH SOLE 0 0 980 Omnicom Group Inc Com COM 681919106 4839 50013 SH SOLE 0 0 50013 Oracle Corp. COM 68389X105 1296 10319 SH SOLE 0 0 10319 PPG Industries COM 693506107 536 3700 SH SOLE 0 0 3700 Paychex, Inc. COM 704326107 935 7615 SH SOLE 0 0 7615 Pepsi Co Inc COM 713448108 5556 31747 SH SOLE 0 0 31747 Pfizer Inc. COM 717081103 465 16763 SH SOLE 0 0 16763 Procter & Gamble Co COM 742718109 7101 43771 SH SOLE 0 0 43771 Qorvo Inc. COM 74736K101 4214 36700 SH SOLE 0 0 36700 Qualcomm, Inc. COM 747525103 511 3020 SH SOLE 0 0 3020 SPDR DJIA ETF Trust COM 78467X109 1336 3360 SH SOLE 0 0 3360 SPDR S&P 500 ETF COM 78462F103 3665 7008 SH SOLE 0 0 7008 Snap-On Inc. COM 833034101 5391 18200 SH SOLE 0 0 18200 Southern Co COM 842587107 337 4710 SH SOLE 0 0 4710 Stryker Corp COM 863667101 1558 4354 SH SOLE 0 0 4354 Sysco Corp COM 871829107 4847 59715 SH SOLE 0 0 59715 Thermo Fisher Scientific COM 883556102 5218 8979 SH SOLE 0 0 8979 Tractor Supply Co COM 892356106 9844 37613 SH SOLE 0 0 37613 US Bancorp COM 902973304 3944 88241 SH SOLE 0 0 88241 United Parcel Services COM 911312106 5374 36161 SH SOLE 0 0 36161 UnitedHealth Group Inc COM 91324P102 366 740 SH SOLE 0 0 740 VanEck Vectors Biotech ETF COM 92189F726 2115 12721 SH SOLE 0 0 12721 Vanguard Developed Markets ETF COM 921943858 1103 21999 SH SOLE 0 0 21999 Vanguard Emerging Markets ETF COM 922042858 674 16147 SH SOLE 0 0 16147 Vanguard FTSE All-World Ex-US COM 922042775 1243 21199 SH SOLE 0 0 21199 Vanguard Small-Cap ETF COM 922908751 2488 10886 SH SOLE 0 0 10886 Vanguard Total Stock Market ET COM 922908769 3217 12380 SH SOLE 0 0 12380 Verizon Communications COM 92343v104 4149 98896 SH SOLE 0 0 98896 Wal-Mart Stores COM 931142103 8460 140603 SH SOLE 0 0 140603 Walt Disney Co. COM 254687106 5602 45789 SH SOLE 0 0 45789 Waste Management, Inc. COM 94106l109 658 3090 SH SOLE 0 0 3090 Worthington Enterprises, Inc. COM 981811102 217 3500 SH SOLE 0 0 3500 Xylem Inc. COM 98419m100 8483 65642 SH SOLE 0 0 65642 Yum! Brands Inc. COM 988498101 598 4320 SH SOLE 0 0 4320 iShares Comex Gold Trust COM 464285204 2210 52623 SH SOLE 0 0 52623 iShares Core MSCI EAFE ETF COM 46432f842 4851 65369 SH SOLE 0 0 65369 iShares Core MSCI Emerging Mkt COM 46434g103 5219 101150 SH SOLE 0 0 101150 iShares Core S&P 500 ETF COM 464287200 17214 32744 SH SOLE 0 0 32744 iShares Core S&P Midcap ETF COM 464287507 3006 49501 SH SOLE 0 0 49501 iShares Core S&P SmallCap ETF COM 464287804 8062 72946 SH SOLE 0 0 72946 iShares Nasdaq Biotechnology I COM 464287556 2029 14787 SH SOLE 0 0 14787 iShares Russell 1000 Growth In COM 464287614 260 772 SH SOLE 0 0 772 iShares Russell 1000 Index Fun COM 464287622 221 768 SH SOLE 0 0 768 iShares Russell 2000 Index Fun COM 464287655 4424 21041 SH SOLE 0 0 21041 iShares S&P Global Tech Sector COM 464287291 269 3600 SH SOLE 0 0 3600 iShares S&P Growth Allocation COM 464289867 491 8827 SH SOLE 0 0 8827 iShares Core Total US Bond Mar COM 464287226 377 3857 SH SOLE 0 0 3857 iShares US Preferred Stock COM 464288687 545 16939 SH SOLE 0 0 16939 VaneckVectors HY Muni ETF COM 92189h409 1176 22512 SH SOLE 0 0 22512 iShares iBoxx High Yield Corp COM 464288513 2622 33741 SH SOLE 0 0 33741