0001259261-20-000002.txt : 20200207
0001259261-20-000002.hdr.sgml : 20200207
20200207141850
ACCESSION NUMBER: 0001259261-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200207
DATE AS OF CHANGE: 20200207
EFFECTIVENESS DATE: 20200207
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BOSTON RESEARCH & MANAGEMENT INC
CENTRAL INDEX KEY: 0001259261
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: 20586784
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
13F-HR
LIVE
false
true
false
0001259261
XXXXXXXX
12-31-2019
12-31-2019
BOSTON RESEARCH & MANAGEMENT INC
40 BEACH STREET
SUITE 200
MANCHESTER
MA
01944
13F HOLDINGS REPORT
028-10522
N
Daniel F. Tortola, CFA
CIO
9785269700
Daniel F. Tortola, CFA
Manchester
MA
02-07-2020
0
101
266630
false
INFORMATION TABLE
2
inftable123119.xml
13F
3M Co
COM
88579Y101
3946
22368
SH
SOLE
0
0
22368
AMEX Energy Sector SPDR
COM
81369y506
699
11655
SH
SOLE
0
0
11655
AT&T Corp
COM
00206r102
1330
34042
SH
SOLE
0
0
34042
AbbVie Inc.
COM
00287y109
5198
58708
SH
SOLE
0
0
58708
Abbott Laboratories
COM
002824100
5275
60737
SH
SOLE
0
0
60737
Accenture PLC
COM
G1151C101
5721
27173
SH
SOLE
0
0
27173
Alphabet, Inc. - Class A
COM
02079k305
4553
3400
SH
SOLE
0
0
3400
Alphabet, Inc. - Class C
COM
02079k107
1070
801
SH
SOLE
0
0
801
Amgen Inc.
COM
031162100
284
1180
SH
SOLE
0
0
1180
Apple Inc.
COM
037833100
7868
26797
SH
SOLE
0
0
26797
Bank of New York Mellon Corp.
COM
064058100
3892
77337
SH
SOLE
0
0
77337
Berkshire Hathaway Inc. Class
COM
084670702
4835
21348
SH
SOLE
0
0
21348
Boeing Co
COM
097023105
511
1571
SH
SOLE
0
0
1571
Boston Properties, Inc.
COM
101121101
668
4850
SH
SOLE
0
0
4850
Bristol-Myers Squibb Company
COM
110122108
605
9430
SH
SOLE
0
0
9430
CH Robinson Worldwide Inc
COM
12541W209
3755
48028
SH
SOLE
0
0
48028
CVS Health Corp
COM
126650100
4703
63317
SH
SOLE
0
0
63317
Caterpillar
COM
149123101
505
3422
SH
SOLE
0
0
3422
Chevron Corp
COM
166764100
1257
10432
SH
SOLE
0
0
10432
Cintas Corporation
COM
172908105
1488
5530
SH
SOLE
0
0
5530
Cisco Systems, Inc.
COM
17275r102
6583
137274
SH
SOLE
0
0
137274
Clorox Company
COM
189054109
211
1375
SH
SOLE
0
0
1375
Coca-Cola Company
COM
191216100
4804
86801
SH
SOLE
0
0
86801
Colgate-Palmolive Company
COM
194162103
4023
58440
SH
SOLE
0
0
58440
Comcast Corp Cl A Vtg
COM
20030N101
4737
105350
SH
SOLE
0
0
105350
ConocoPhillips
COM
20825C104
4059
62421
SH
SOLE
0
0
62421
Danaher Corp.
COM
235851102
366
2388
SH
SOLE
0
0
2388
Duke Energy Corp.
COM
26441c204
716
7859
SH
SOLE
0
0
7859
Eli Lilly & Co
COM
532457108
587
4473
SH
SOLE
0
0
4473
Emerson Electric Co
COM
291011104
388
5100
SH
SOLE
0
0
5100
Exxon Mobil Corp.
COM
30231g102
4263
61093
SH
SOLE
0
0
61093
Fastenal Co
COM
311900104
6148
166391
SH
SOLE
0
0
166391
FireEye Inc.
COM
31816Q101
312
18900
SH
SOLE
0
0
18900
General Electric Company
COM
369604103
213
19143
SH
SOLE
0
0
19143
General Mills Inc Com
COM
370334104
5116
95530
SH
SOLE
0
0
95530
Genuine Parts
COM
372460105
253
2390
SH
SOLE
0
0
2390
Home Depot, Inc.
COM
437076102
2095
9595
SH
SOLE
0
0
9595
Hubbell Incorporated
COM
443510607
226
1530
SH
SOLE
0
0
1530
Illinois Tool Works
COM
452308109
479
2670
SH
SOLE
0
0
2670
Intel Corp
COM
458140100
6986
116730
SH
SOLE
0
0
116730
Intl Business Machines Corp
COM
459200101
600
4483
SH
SOLE
0
0
4483
J.P. Morgan Chase & Co.
COM
46625h100
1193
8563
SH
SOLE
0
0
8563
Johnson & Johnson
COM
478160104
1382
9475
SH
SOLE
0
0
9475
Kimberly-Clark Corp
COM
494368103
438
3185
SH
SOLE
0
0
3185
Laboratory CP Amer Hldgs
COM
50540R409
4049
23936
SH
SOLE
0
0
23936
Linde PLC
COM
g5494j103
3755
17640
SH
SOLE
0
0
17640
Marsh & McLennan Companies, In
COM
571748102
291
2620
SH
SOLE
0
0
2620
Mastercard, Inc.
COM
57636q104
7428
24879
SH
SOLE
0
0
24879
McDonald's Corp
COM
580135101
5022
25417
SH
SOLE
0
0
25417
Medtronic Plc
COM
G5960L103
5061
44616
SH
SOLE
0
0
44616
Merck & Co. Inc.
COM
58933Y105
4396
48339
SH
SOLE
0
0
48339
Microsoft Corp
COM
594918104
10510
66647
SH
SOLE
0
0
66647
Nextera Energy Inc.
COM
65339F101
864
3570
SH
SOLE
0
0
3570
Omnicom Group Inc Com
COM
681919106
3844
47447
SH
SOLE
0
0
47447
Oracle Corp.
COM
68389X105
612
11564
SH
SOLE
0
0
11564
PPG Industries
COM
693506107
493
3700
SH
SOLE
0
0
3700
Paychex, Inc.
COM
704326107
659
7755
SH
SOLE
0
0
7755
Pepsi Co Inc
COM
713448108
5254
38443
SH
SOLE
0
0
38443
Pfizer Inc.
COM
717081103
790
20172
SH
SOLE
0
0
20172
Procter & Gamble Co
COM
742718109
5387
43137
SH
SOLE
0
0
43137
Qualcomm, Inc.
COM
747525103
261
2960
SH
SOLE
0
0
2960
SPDR S&P 500 ETF
COM
78462F103
2301
7152
SH
SOLE
0
0
7152
Southern Co
COM
842587107
300
4710
SH
SOLE
0
0
4710
Stryker Corp
COM
863667101
951
4534
SH
SOLE
0
0
4534
Sysco Corp
COM
871829107
700
8190
SH
SOLE
0
0
8190
Texas Instruments
COM
882508104
264
2060
SH
SOLE
0
0
2060
The Mosaic Company
COM
61945c103
1732
80050
SH
SOLE
0
0
80050
Tractor Supply Co
COM
892356106
4411
47209
SH
SOLE
0
0
47209
US Bancorp
COM
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3963
66845
SH
SOLE
0
0
66845
United Parcel Services
COM
911312106
4228
36120
SH
SOLE
0
0
36120
United Technologies Corp
COM
913017109
5040
33660
SH
SOLE
0
0
33660
UnitedHealth Group Inc
COM
91324P102
240
818
SH
SOLE
0
0
818
V F Corp
COM
918204108
310
3120
SH
SOLE
0
0
3120
VanEck Vectors Biotech ETF
COM
92189F726
1972
14145
SH
SOLE
0
0
14145
Vanguard Emerging Markets VIPE
COM
922042858
843
18971
SH
SOLE
0
0
18971
Vanguard Europe Pacific ETF
COM
921943858
1058
24023
SH
SOLE
0
0
24023
Vanguard FTSE All-World Ex-US
COM
922042775
610
11349
SH
SOLE
0
0
11349
Vanguard Small-Cap ETF
COM
922908751
2570
15521
SH
SOLE
0
0
15521
Vanguard Total Stock Market ET
COM
922908769
2025
12380
SH
SOLE
0
0
12380
Verizon Communications
COM
92343v104
4295
69956
SH
SOLE
0
0
69956
Wal-Mart Stores
COM
931142103
5772
48571
SH
SOLE
0
0
48571
Walt Disney Co.
COM
254687106
4515
31220
SH
SOLE
0
0
31220
Waste Management, Inc.
COM
94106l109
407
3580
SH
SOLE
0
0
3580
Wells Fargo & Co.
COM
949746101
319
5945
SH
SOLE
0
0
5945
Western Union Company
COM
959802109
4387
163820
SH
SOLE
0
0
163820
Wisconsin Energy Group Inc.
COM
92939u106
219
2378
SH
SOLE
0
0
2378
Xylem Inc.
COM
98419m100
5309
67391
SH
SOLE
0
0
67391
Yum China Holding Inc.
COM
98850p109
207
4320
SH
SOLE
0
0
4320
Yum! Brands Inc.
COM
988498101
467
4638
SH
SOLE
0
0
4638
iShares Comex Gold Trust
COM
464285105
1735
119720
SH
SOLE
0
0
119720
iShares Core MSCI EAFE ETF
COM
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61342
SH
SOLE
0
0
61342
iShares Core MSCI Emerging Mar
COM
46434g103
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SH
SOLE
0
0
93560
iShares Core S&P 500 ETF
COM
464287200
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SOLE
0
0
22041
iShares Core S&P Midcap ETF
COM
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SH
SOLE
0
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7416
iShares Core S&P SmallCap ETF
COM
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SOLE
0
0
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iShares Nasdaq Biotechnology I
COM
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SOLE
0
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13434
iShares Russell 2000 Index Fun
COM
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SH
SOLE
0
0
22090
iShares S&P Growth Allocation
COM
464289867
632
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SH
SOLE
0
0
13227
iShares US Financials ETF
COM
464287788
595
4320
SH
SOLE
0
0
4320
iShares Core Total US Bond Mar
COM
464287226
384
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SH
SOLE
0
0
3419
iShares iBoxx High Yield Corp
COM
464288513
2124
24161
SH
SOLE
0
0
24161