0001259261-20-000004.txt : 20200508
0001259261-20-000004.hdr.sgml : 20200508
20200508135459
ACCESSION NUMBER: 0001259261-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200508
DATE AS OF CHANGE: 20200508
EFFECTIVENESS DATE: 20200508
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: 20859895
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
03-31-2020
03-31-2020
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
05-08-2020
0
92
199223
false
INFORMATION TABLE
2
inftable033120.xml
13F
3M Co
COM
88579Y101
2816
20630
SH
SOLE
0
0
20630
AMEX Energy Sector SPDR
COM
81369y506
1159
39900
SH
SOLE
0
0
39900
AT&T Corp
COM
00206r102
973
33385
SH
SOLE
0
0
33385
AbbVie Inc.
COM
00287y109
4413
57931
SH
SOLE
0
0
57931
Abbott Laboratories
COM
002824100
4764
60381
SH
SOLE
0
0
60381
Accenture PLC
COM
G1151C101
4298
26328
SH
SOLE
0
0
26328
Alphabet, Inc. - Class A
COM
02079k305
3757
3234
SH
SOLE
0
0
3234
Alphabet, Inc. - Class C
COM
02079k107
922
793
SH
SOLE
0
0
793
Amgen Inc.
COM
031162100
239
1180
SH
SOLE
0
0
1180
Apple Inc.
COM
037833100
4919
19345
SH
SOLE
0
0
19345
Bank of New York Mellon Corp.
COM
064058100
2427
72088
SH
SOLE
0
0
72088
Berkshire Hathaway Inc. Class
COM
084670702
3825
20922
SH
SOLE
0
0
20922
Boeing Co
COM
097023105
234
1571
SH
SOLE
0
0
1571
Boston Properties, Inc.
COM
101121101
447
4850
SH
SOLE
0
0
4850
Bristol-Myers Squibb Company
COM
110122108
499
8970
SH
SOLE
0
0
8970
CH Robinson Worldwide Inc
COM
12541W209
3067
46331
SH
SOLE
0
0
46331
CVS Health Corp
COM
126650100
3732
62917
SH
SOLE
0
0
62917
Caterpillar
COM
149123101
397
3422
SH
SOLE
0
0
3422
Chevron Corp
COM
166764100
784
10830
SH
SOLE
0
0
10830
Cintas Corporation
COM
172908105
957
5530
SH
SOLE
0
0
5530
Cisco Systems, Inc.
COM
17275r102
5412
137679
SH
SOLE
0
0
137679
Clorox Company
COM
189054109
238
1375
SH
SOLE
0
0
1375
Coca-Cola Company
COM
191216100
3105
70188
SH
SOLE
0
0
70188
Colgate-Palmolive Company
COM
194162103
3818
57536
SH
SOLE
0
0
57536
Comcast Corp Cl A Vtg
COM
20030N101
3545
103129
SH
SOLE
0
0
103129
ConocoPhillips
COM
20825C104
1251
40620
SH
SOLE
0
0
40620
Danaher Corp.
COM
235851102
330
2388
SH
SOLE
0
0
2388
Duke Energy Corp.
COM
26441c204
635
7859
SH
SOLE
0
0
7859
Eli Lilly & Co
COM
532457108
620
4473
SH
SOLE
0
0
4473
Emerson Electric Co
COM
291011104
243
5100
SH
SOLE
0
0
5100
Exxon Mobil Corp.
COM
30231g102
1617
42598
SH
SOLE
0
0
42598
Fastenal Co
COM
311900104
5038
161230
SH
SOLE
0
0
161230
FireEye Inc.
COM
31816Q101
199
18900
SH
SOLE
0
0
18900
General Electric Company
COM
369604103
165
20843
SH
SOLE
0
0
20843
General Mills Inc Com
COM
370334104
5036
95449
SH
SOLE
0
0
95449
Home Depot, Inc.
COM
437076102
1772
9495
SH
SOLE
0
0
9495
Illinois Tool Works
COM
452308109
379
2670
SH
SOLE
0
0
2670
Intel Corp
COM
458140100
4873
90055
SH
SOLE
0
0
90055
Intl Business Machines Corp
COM
459200101
487
4393
SH
SOLE
0
0
4393
J.P. Morgan Chase & Co.
COM
46625h100
731
8126
SH
SOLE
0
0
8126
Johnson & Johnson
COM
478160104
1249
9525
SH
SOLE
0
0
9525
Kimberly-Clark Corp
COM
494368103
407
3185
SH
SOLE
0
0
3185
Laboratory CP Amer Hldgs
COM
50540R409
2931
23195
SH
SOLE
0
0
23195
Linde PLC
COM
g5494j103
2982
17240
SH
SOLE
0
0
17240
Marsh & McLennan Companies, In
COM
571748102
226
2620
SH
SOLE
0
0
2620
Mastercard, Inc.
COM
57636q104
5579
23098
SH
SOLE
0
0
23098
McDonald's Corp
COM
580135101
4128
24969
SH
SOLE
0
0
24969
Medtronic Plc
COM
G5960L103
3998
44336
SH
SOLE
0
0
44336
Merck & Co. Inc.
COM
58933Y105
3733
48531
SH
SOLE
0
0
48531
Microsoft Corp
COM
594918104
10074
63883
SH
SOLE
0
0
63883
Nextera Energy Inc.
COM
65339F101
859
3570
SH
SOLE
0
0
3570
Omnicom Group Inc Com
COM
681919106
2163
39406
SH
SOLE
0
0
39406
Oracle Corp.
COM
68389X105
565
11694
SH
SOLE
0
0
11694
PPG Industries
COM
693506107
309
3700
SH
SOLE
0
0
3700
Paychex, Inc.
COM
704326107
487
7755
SH
SOLE
0
0
7755
Pepsi Co Inc
COM
713448108
4403
36661
SH
SOLE
0
0
36661
Pfizer Inc.
COM
717081103
658
20172
SH
SOLE
0
0
20172
Procter & Gamble Co
COM
742718109
4679
42544
SH
SOLE
0
0
42544
Qualcomm, Inc.
COM
747525103
200
2960
SH
SOLE
0
0
2960
SPDR S&P 500 ETF
COM
78462F103
1843
7152
SH
SOLE
0
0
7152
Southern Co
COM
842587107
254
4710
SH
SOLE
0
0
4710
Stryker Corp
COM
863667101
724
4354
SH
SOLE
0
0
4354
Sysco Corp
COM
871829107
373
8190
SH
SOLE
0
0
8190
Tractor Supply Co
COM
892356106
4019
47536
SH
SOLE
0
0
47536
US Bancorp
COM
902973304
1851
53737
SH
SOLE
0
0
53737
United Parcel Services
COM
911312106
3270
35006
SH
SOLE
0
0
35006
United Technologies Corp
COM
913017109
218
2312
SH
SOLE
0
0
2312
UnitedHealth Group Inc
COM
91324P102
203
818
SH
SOLE
0
0
818
VanEck Vectors Biotech ETF
COM
92189F726
1848
14443
SH
SOLE
0
0
14443
Vanguard Emerging Markets VIPE
COM
922042858
268
8014
SH
SOLE
0
0
8014
Vanguard Europe Pacific ETF
COM
921943858
561
16845
SH
SOLE
0
0
16845
Vanguard FTSE All-World Ex-US
COM
922042775
824
20109
SH
SOLE
0
0
20109
Vanguard Small-Cap ETF
COM
922908751
1427
12367
SH
SOLE
0
0
12367
Vanguard Total Stock Market ET
COM
922908769
1595
12380
SH
SOLE
0
0
12380
Verizon Communications
COM
92343v104
3802
70773
SH
SOLE
0
0
70773
Wal-Mart Stores
COM
931142103
5436
47845
SH
SOLE
0
0
47845
Walt Disney Co.
COM
254687106
2989
30947
SH
SOLE
0
0
30947
Waste Management, Inc.
COM
94106l109
286
3090
SH
SOLE
0
0
3090
Western Union Company
COM
959802109
2270
125241
SH
SOLE
0
0
125241
Xylem Inc.
COM
98419m100
4298
66005
SH
SOLE
0
0
66005
Yum! Brands Inc.
COM
988498101
317
4638
SH
SOLE
0
0
4638
iShares Comex Gold Trust
COM
464285105
1780
118120
SH
SOLE
0
0
118120
iShares Core MSCI EAFE ETF
COM
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2471
49533
SH
SOLE
0
0
49533
iShares Core MSCI Emerging Mar
COM
46434g103
3328
82246
SH
SOLE
0
0
82246
iShares Core S&P 500 ETF
COM
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7873
30471
SH
SOLE
0
0
30471
iShares Core S&P Midcap ETF
COM
464287507
656
4564
SH
SOLE
0
0
4564
iShares Core S&P SmallCap ETF
COM
464287804
3957
70526
SH
SOLE
0
0
70526
iShares Nasdaq Biotechnology I
COM
464287556
1401
13009
SH
SOLE
0
0
13009
iShares Russell 2000 Index Fun
COM
464287655
2465
21542
SH
SOLE
0
0
21542
iShares S&P Growth Allocation
COM
464289867
535
12937
SH
SOLE
0
0
12937
iShares Core Total US Bond Mar
COM
464287226
395
3424
SH
SOLE
0
0
3424
iShares iBoxx High Yield Corp
COM
464288513
1888
24501
SH
SOLE
0
0
24501