0001259261-23-000008.txt : 20231113 0001259261-23-000008.hdr.sgml : 20231113 20231113102316 ACCESSION NUMBER: 0001259261-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231396152 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 09-30-2023 09-30-2023 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 11-13-2023 0 114 338325 false INFORMATION TABLE 2 inftable093023.xml 13F 3M Co COM 88579Y101 411 4394 SH SOLE 0 0 4394 AMEX Energy Sector SPDR COM 81369y506 4179 46241 SH SOLE 0 0 46241 AbbVie Inc. COM 00287y109 7923 53157 SH SOLE 0 0 53157 Abbott Laboratories COM 002824100 5848 60383 SH SOLE 0 0 60383 Accenture PLC COM G1151C101 5360 17453 SH SOLE 0 0 17453 Agilent Technologies, Inc. COM 00846u101 210 1879 SH SOLE 0 0 1879 Alphabet, Inc. - Class A COM 02079k305 7131 54496 SH SOLE 0 0 54496 Alphabet, Inc. - Class C COM 02079k107 1558 11820 SH SOLE 0 0 11820 Amazon.com, Inc. COM 023135106 4376 34431 SH SOLE 0 0 34431 Amgen Inc. COM 031162100 332 1237 SH SOLE 0 0 1237 Apple Inc. 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COM 717081103 797 24041 SH SOLE 0 0 24041 Procter & Gamble Co COM 742718109 6062 41562 SH SOLE 0 0 41562 Qorvo Inc. COM 74736K101 2889 30271 SH SOLE 0 0 30271 Qualcomm, Inc. COM 747525103 335 3020 SH SOLE 0 0 3020 SPDR DJIA ETF Trust COM 78467X109 237 710 SH SOLE 0 0 710 SPDR S&P 500 ETF COM 78462F103 3053 7143 SH SOLE 0 0 7143 Snap-On Inc. COM 833034101 4580 17960 SH SOLE 0 0 17960 Southern Co COM 842587107 304 4710 SH SOLE 0 0 4710 Stryker Corp COM 863667101 1189 4354 SH SOLE 0 0 4354 Sysco Corp COM 871829107 3883 58790 SH SOLE 0 0 58790 Thermo Fisher Scientific COM 883556102 4271 8438 SH SOLE 0 0 8438 Tractor Supply Co COM 892356106 7404 36467 SH SOLE 0 0 36467 Tupperware Corporation COM 899896104 55 39344 SH SOLE 0 0 39344 US Bancorp COM 902973304 2667 80699 SH SOLE 0 0 80699 United Parcel Services COM 911312106 5251 33693 SH SOLE 0 0 33693 UnitedHealth Group Inc COM 91324P102 373 740 SH SOLE 0 0 740 VanEck Vectors Biotech ETF COM 92189F726 1981 12721 SH SOLE 0 0 12721 Vanguard Developed Markets ETF COM 921943858 961 21999 SH SOLE 0 0 21999 Vanguard Emerging Markets ETF COM 922042858 683 17438 SH SOLE 0 0 17438 Vanguard FTSE All-World Ex-US COM 922042775 1147 22118 SH SOLE 0 0 22118 Vanguard Small-Cap ETF COM 922908751 2114 11185 SH SOLE 0 0 11185 Vanguard Total Stock Market ET COM 922908769 2629 12380 SH SOLE 0 0 12380 Verizon Communications COM 92343v104 3453 106571 SH SOLE 0 0 106571 Wal-Mart Stores COM 931142103 7424 46422 SH SOLE 0 0 46422 Walt Disney Co. 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COM 988498101 539 4320 SH SOLE 0 0 4320 iShares Comex Gold Trust COM 464285204 1845 52753 SH SOLE 0 0 52753 iShares Core MSCI EAFE ETF COM 46432f842 4198 65250 SH SOLE 0 0 65250 iShares Core MSCI Emerging Mkt COM 46434g103 4692 98592 SH SOLE 0 0 98592 iShares Core S&P 500 ETF COM 464287200 14533 33843 SH SOLE 0 0 33843 iShares Core S&P Midcap ETF COM 464287507 2503 10041 SH SOLE 0 0 10041 iShares Core S&P SmallCap ETF COM 464287804 6897 73115 SH SOLE 0 0 73115 iShares Nasdaq Biotechnology I COM 464287556 1989 16266 SH SOLE 0 0 16266 iShares Russell 1000 Growth In COM 464287614 215 811 SH SOLE 0 0 811 iShares Russell 2000 Index Fun COM 464287655 3721 21058 SH SOLE 0 0 21058 iShares S&P Global Tech Sector COM 464287291 208 3600 SH SOLE 0 0 3600 iShares S&P Growth Allocation COM 464289867 435 8824 SH SOLE 0 0 8824 iShares Core Total US Bond Mar COM 464287226 374 3984 SH SOLE 0 0 3984 iShares US Preferred Stock COM 464288687 672 22299 SH SOLE 0 0 22299 VaneckVectors HY Muni ETF COM 92189h409 1558 31766 SH SOLE 0 0 31766 iShares iBoxx High Yield Corp COM 464288513 2075 28156 SH SOLE 0 0 28156