0001259261-21-000006.txt : 20210811
0001259261-21-000006.hdr.sgml : 20210811
20210811114751
ACCESSION NUMBER: 0001259261-21-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210811
DATE AS OF CHANGE: 20210811
EFFECTIVENESS DATE: 20210811
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: 211162610
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
06-30-2021
06-30-2021
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
08-11-2021
0
108
329722
false
INFORMATION TABLE
2
inftable06302021.xml
13F
3M Co
COM
88579Y101
1071
5395
SH
SOLE
0
0
5395
AMEX Energy Sector SPDR
COM
81369y506
2731
50700
SH
SOLE
0
0
50700
AT&T Corp
COM
00206r102
960
33385
SH
SOLE
0
0
33385
AbbVie Inc.
COM
00287y109
6542
58083
SH
SOLE
0
0
58083
Abbott Laboratories
COM
002824100
6833
58946
SH
SOLE
0
0
58946
Accenture PLC
COM
G1151C101
6627
22483
SH
SOLE
0
0
22483
Agilent Technologies, Inc.
COM
00846u101
277
1879
SH
SOLE
0
0
1879
Alphabet, Inc. - Class A
COM
02079k305
7078
2899
SH
SOLE
0
0
2899
Alphabet, Inc. - Class C
COM
02079k107
1789
714
SH
SOLE
0
0
714
Amazon.com, Inc.
COM
023135106
2893
841
SH
SOLE
0
0
841
Amgen Inc.
COM
031162100
289
1187
SH
SOLE
0
0
1187
Apple Inc.
COM
037833100
8772
64048
SH
SOLE
0
0
64048
Automatic Data Processing, Inc
COM
053015103
360
1815
SH
SOLE
0
0
1815
Bank of New York Mellon Corp.
COM
064058100
3588
70038
SH
SOLE
0
0
70038
Berkshire Hathaway Inc. Class
COM
084670702
5645
20312
SH
SOLE
0
0
20312
Boeing Co
COM
097023105
311
1300
SH
SOLE
0
0
1300
Boston Properties, Inc.
COM
101121101
555
4850
SH
SOLE
0
0
4850
Bristol-Myers Squibb Company
COM
110122108
572
8569
SH
SOLE
0
0
8569
CH Robinson Worldwide Inc
COM
12541W209
4395
46922
SH
SOLE
0
0
46922
CVS Health Corp
COM
126650100
5355
64185
SH
SOLE
0
0
64185
Caterpillar
COM
149123101
770
3542
SH
SOLE
0
0
3542
Chevron Corp
COM
166764100
938
8963
SH
SOLE
0
0
8963
Cintas Corporation
COM
172908105
2112
5530
SH
SOLE
0
0
5530
Cisco Systems, Inc.
COM
17275r102
7418
139978
SH
SOLE
0
0
139978
Clorox Company
COM
189054109
247
1375
SH
SOLE
0
0
1375
Coca-Cola Company
COM
191216100
4344
80286
SH
SOLE
0
0
80286
Colgate-Palmolive Company
COM
194162103
4814
59178
SH
SOLE
0
0
59178
Comcast Corp Cl A Vtg
COM
20030N101
6020
105577
SH
SOLE
0
0
105577
ConocoPhillips
COM
20825C104
2014
33074
SH
SOLE
0
0
33074
Danaher Corp.
COM
235851102
614
2288
SH
SOLE
0
0
2288
Duke Energy Corp.
COM
26441c204
3740
37894
SH
SOLE
0
0
37894
Eli Lilly & Co
COM
532457108
1026
4473
SH
SOLE
0
0
4473
Emerson Electric Co
COM
291011104
490
5100
SH
SOLE
0
0
5100
Exxon Mobil Corp.
COM
30231g102
3022
47920
SH
SOLE
0
0
47920
Fastenal Co
COM
311900104
7936
152620
SH
SOLE
0
0
152620
General Electric Company
COM
369604301
269
19988
SH
SOLE
0
0
19988
General Mills Inc Com
COM
370334104
6262
102774
SH
SOLE
0
0
102774
Genuine Parts
COM
372460105
302
2390
SH
SOLE
0
0
2390
HP Inc.
COM
40434l105
268
8880
SH
SOLE
0
0
8880
Home Depot, Inc.
COM
437076102
2981
9350
SH
SOLE
0
0
9350
Illinois Tool Works
COM
452308109
576
2580
SH
SOLE
0
0
2580
Intel Corp
COM
458140100
5009
89225
SH
SOLE
0
0
89225
Intl Business Machines Corp
COM
459200101
700
4781
SH
SOLE
0
0
4781
J.P. Morgan Chase & Co.
COM
46625h100
3839
24688
SH
SOLE
0
0
24688
Johnson & Johnson
COM
478160104
1577
9573
SH
SOLE
0
0
9573
Kimberly-Clark Corp
COM
494368103
426
3185
SH
SOLE
0
0
3185
Laboratory CP Amer Hldgs
COM
50540R409
6103
22125
SH
SOLE
0
0
22125
Linde PLC
COM
g5494j103
5164
17864
SH
SOLE
0
0
17864
Lockheed Martin Corp
COM
539830109
3384
8945
SH
SOLE
0
0
8945
Marsh & McLennan Companies, In
COM
571748102
368
2620
SH
SOLE
0
0
2620
Masco Corp
COM
574599106
235
4000
SH
SOLE
0
0
4000
Mastercard, Inc.
COM
57636q104
7837
21467
SH
SOLE
0
0
21467
McDonald's Corp
COM
580135101
5789
25066
SH
SOLE
0
0
25066
Medtronic Plc
COM
G5960L103
5672
45698
SH
SOLE
0
0
45698
Merck & Co. Inc.
COM
58933Y105
4662
59954
SH
SOLE
0
0
59954
Microsoft Corp
COM
594918104
15358
56694
SH
SOLE
0
0
56694
Nextera Energy Inc.
COM
65339F101
3302
45061
SH
SOLE
0
0
45061
Omnicom Group Inc Com
COM
681919106
3633
45430
SH
SOLE
0
0
45430
Oracle Corp.
COM
68389X105
794
10211
SH
SOLE
0
0
10211
PPG Industries
COM
693506107
628
3700
SH
SOLE
0
0
3700
Paychex, Inc.
COM
704326107
832
7755
SH
SOLE
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0
7755
Pepsi Co Inc
COM
713448108
5639
38063
SH
SOLE
0
0
38063
Pfizer Inc.
COM
717081103
955
24402
SH
SOLE
0
0
24402
Price T Rowe & Assoc Com
COM
74144t108
280
1418
SH
SOLE
0
0
1418
Procter & Gamble Co
COM
742718109
6134
45466
SH
SOLE
0
0
45466
Qualcomm, Inc.
COM
747525103
423
2960
SH
SOLE
0
0
2960
SPDR S&P 500 ETF
COM
78462F103
3076
7186
SH
SOLE
0
0
7186
Snap-On Inc.
COM
833034101
3521
15759
SH
SOLE
0
0
15759
Southern Co
COM
842587107
285
4710
SH
SOLE
0
0
4710
Stryker Corp
COM
863667101
1130
4354
SH
SOLE
0
0
4354
Sysco Corp
COM
871829107
636
8190
SH
SOLE
0
0
8190
Texas Instruments
COM
882508104
203
1060
SH
SOLE
0
0
1060
Thermo Fisher Scientific
COM
883556102
3136
6218
SH
SOLE
0
0
6218
Tractor Supply Co
COM
892356106
7867
42286
SH
SOLE
0
0
42286
US Bancorp
COM
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2643
46401
SH
SOLE
0
0
46401
Union Pacific
COM
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224
1020
SH
SOLE
0
0
1020
United Parcel Services
COM
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7035
33828
SH
SOLE
0
0
33828
UnitedHealth Group Inc
COM
91324P102
296
740
SH
SOLE
0
0
740
V F Corp
COM
918204108
255
3120
SH
SOLE
0
0
3120
VanEck Vectors Biotech ETF
COM
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2681
13295
SH
SOLE
0
0
13295
Vanguard Emerging Markets VIPE
COM
922042858
328
6054
SH
SOLE
0
0
6054
Vanguard Europe Pacific ETF
COM
921943858
600
11648
SH
SOLE
0
0
11648
Vanguard FTSE All-World Ex-US
COM
922042775
1346
21239
SH
SOLE
0
0
21239
Vanguard Small-Cap ETF
COM
922908751
2638
11712
SH
SOLE
0
0
11712
Vanguard Total Stock Market ET
COM
922908769
2758
12380
SH
SOLE
0
0
12380
Verizon Communications
COM
92343v104
4592
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SOLE
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Wal-Mart Stores
COM
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6507
46148
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Walt Disney Co.
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Waste Management, Inc.
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432
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Western Union Company
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3166
137843
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SOLE
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0
137843
Worthington Industries, Inc.
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214
3500
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SOLE
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0
3500
Xylem Inc.
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63117
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Yum China Holding Inc.
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4320
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SOLE
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Yum! Brands Inc.
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513
4468
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SOLE
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0
4468
iShares Comex Gold Trust
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464285204
1814
53838
SH
SOLE
0
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53838
iShares Core MSCI EAFE ETF
COM
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61405
iShares Core MSCI Emerging Mkt
COM
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92801
iShares Core S&P 500 ETF
COM
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30126
iShares Core S&P Midcap ETF
COM
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SOLE
0
0
9246
iShares Core S&P SmallCap ETF
COM
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SOLE
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71057
iShares Nasdaq Biotechnology I
COM
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2163
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SOLE
0
0
13221
iShares Russell 1000 Growth In
COM
464287614
206
760
SH
SOLE
0
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760
iShares Russell 2000 Index Fun
COM
464287655
4896
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SOLE
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0
21349
iShares S&P Global Tech Sector
COM
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600
SH
SOLE
0
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600
iShares S&P Growth Allocation
COM
464289867
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10173
SH
SOLE
0
0
10173
iShares Core Total US Bond Mar
COM
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464
4031
SH
SOLE
0
0
4031
VaneckVectors HY Muni ETF
COM
92189h409
1949
30640
SH
SOLE
0
0
30640
iShares iBoxx High Yield Corp
COM
464288513
2018
22928
SH
SOLE
0
0
22928