Q4 2024 · 13F-HR
BOSTON RESEARCH & MANAGEMENT INCholdings as filed
Filed 2025-02-12 · accession 0001259261-25-000002
$407,374
Reported value
115
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | iShares Core S&P 500 ETF | $19,013 | 4.67% | 32,298 | Common | NONE |
| 594918104 | MSFT | Microsoft Corp | $17,649 | 4.33% | 41,872 | Common | NONE |
| 037833100 | AAPL | Apple Inc. | $14,290 | 3.51% | 57,065 | Common | NONE |
| 931142103 | WMT | Wal-Mart Stores | $12,098 | 2.97% | 133,902 | Common | NONE |
| 57636q104 | — | Mastercard, Inc. | $11,235 | 2.76% | 21,337 | Common | NONE |
| 02079k305 | — | Alphabet, Inc. - Class A | $9,868 | 2.42% | 52,130 | Common | NONE |
| 892356106 | TSCO | Tractor Supply Co | $9,503 | 2.33% | 179,100 | Common | NONE |
| 00287y109 | — | AbbVie Inc. | $9,264 | 2.27% | 52,136 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. Class | $8,891 | 2.18% | 19,616 | Common | NONE |
| 46625h100 | — | J.P. Morgan Chase & Co. | $8,847 | 2.17% | 36,910 | Common | NONE |
| 17275r102 | — | Cisco Systems, Inc. | $8,771 | 2.15% | 148,163 | Common | NONE |
| 464287804 | IJR | iShares Core S&P SmallCap ETF | $8,499 | 2.09% | 73,765 | Common | NONE |
| 311900104 | FAST | Fastenal Co | $7,741 | 1.90% | 107,655 | Common | NONE |
| 023135106 | AMZN | Amazon.com, Inc. | $7,670 | 1.88% | 34,964 | Common | NONE |
| 98419m100 | — | Xylem Inc. | $7,560 | 1.86% | 65,162 | Common | NONE |
| 742718109 | PG | Procter & Gamble Co | $7,461 | 1.83% | 44,509 | Common | NONE |
| 580135101 | MCD | McDonald's Corp | $7,260 | 1.78% | 25,046 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $7,054 | 1.73% | 62,366 | Common | NONE |
| 064058100 | BK | Bank of New York Mellon Corp. | $7,038 | 1.73% | 91,610 | Common | NONE |
| 370334104 | GIS | General Mills Inc Com | $6,848 | 1.68% | 107,387 | Common | NONE |
| g54950103 | — | Linde PLC | $6,705 | 1.65% | 16,015 | Common | NONE |
| G1151C101 | ACN | Accenture PLC | $6,521 | 1.60% | 18,539 | Common | NONE |
| 833034101 | SNA | Snap-On Inc. | $6,379 | 1.57% | 18,791 | Common | NONE |
| 58933Y105 | MRK | Merck & Co. Inc. | $6,374 | 1.56% | 64,076 | Common | NONE |
| 504922105 | LH | Labcorp Holdings | $5,810 | 1.43% | 25,337 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Company | $5,797 | 1.42% | 63,771 | Common | NONE |
| 30231g102 | — | Exxon Mobil Corp. | $5,669 | 1.39% | 52,704 | Common | NONE |
| 23331a109 | — | D.R. Horton, Inc. | $5,656 | 1.39% | 40,453 | Common | NONE |
| 46434g103 | — | iShares Core MSCI Emerging Mkt | $5,480 | 1.35% | 104,942 | Common | NONE |
| 539830109 | LMT | Lockheed Martin Corp | $5,445 | 1.34% | 11,206 | Common | NONE |
| 65339F101 | NEE | Nextera Energy Inc. | $5,356 | 1.31% | 74,722 | Common | NONE |
| 713448108 | PEP | Pepsi Co Inc | $5,309 | 1.30% | 34,918 | Common | NONE |
| 254687106 | DIS | Walt Disney Co. | $5,245 | 1.29% | 47,108 | Common | NONE |
| 911312106 | UPS | United Parcel Services | $5,139 | 1.26% | 40,759 | Common | NONE |
| 871829107 | SYY | Sysco Corp | $5,086 | 1.25% | 66,529 | Common | NONE |
| 26441c204 | — | Duke Energy Corp. | $4,951 | 1.22% | 45,962 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp Cl A Vtg | $4,947 | 1.21% | 131,823 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $4,878 | 1.20% | 78,350 | Common | NONE |
| 46432f842 | — | iShares Core MSCI EAFE ETF | $4,841 | 1.19% | 68,893 | Common | NONE |
| 883556102 | TMO | Thermo Fisher Scientific | $4,837 | 1.19% | 9,298 | Common | NONE |
| 464287655 | IWM | iShares Russell 2000 Index Fun | $4,649 | 1.14% | 21,041 | Common | NONE |
| 902973304 | USB | US Bancorp | $4,521 | 1.11% | 94,541 | Common | NONE |
| 681919106 | OMC | Omnicom Group Inc Com | $4,419 | 1.08% | 51,365 | Common | NONE |
| 92343v104 | — | Verizon Communications | $4,258 | 1.05% | 106,500 | Common | NONE |
| 81369y506 | — | AMEX Energy Sector SPDR | $4,229 | 1.04% | 49,376 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $4,170 | 1.02% | 7,116 | Common | NONE |
| G5960L103 | MDT | Medtronic Plc | $4,063 | 1.00% | 50,868 | Common | NONE |
| 172908105 | CTAS | Cintas Corporation | $3,891 | 0.96% | 21,300 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ET | $3,587 | 0.88% | 12,380 | Common | NONE |
| 00724f101 | — | Adobe Systems, Inc. | $3,537 | 0.87% | 7,956 | Common | NONE |
| 437076102 | HD | Home Depot, Inc. | $3,425 | 0.84% | 8,805 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $3,251 | 0.80% | 32,784 | Common | NONE |
| 532457108 | LLY | Eli Lilly & Co | $3,233 | 0.79% | 4,188 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Midcap ETF | $3,068 | 0.75% | 49,240 | Common | NONE |
| 464288513 | HYG | iShares iBoxx High Yield Corp | $2,606 | 0.64% | 33,135 | Common | NONE |
| 464285204 | IAU | iShares Comex Gold Trust | $2,489 | 0.61% | 50,283 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap ETF | $2,467 | 0.61% | 10,269 | Common | NONE |
| 02079k107 | — | Alphabet, Inc. - Class C | $1,910 | 0.47% | 10,030 | Common | NONE |
| 92189F726 | BBH | VanEck Vectors Biotech ETF | $1,833 | 0.45% | 11,681 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp. | $1,709 | 0.42% | 10,259 | Common | NONE |
| 464287556 | IBB | iShares Nasdaq Biotechnology I | $1,660 | 0.41% | 12,557 | Common | NONE |
| 863667101 | SYK | Stryker Corp | $1,567 | 0.38% | 4,354 | Common | NONE |
| 126650100 | CVS | CVS Health Corp | $1,522 | 0.37% | 33,908 | Common | NONE |
| 67066G104 | NVDA | Nvidia | $1,479 | 0.36% | 11,020 | Common | NONE |
| 78467X109 | DIA | SPDR DJIA ETF Trust | $1,432 | 0.35% | 3,367 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $1,397 | 0.34% | 9,661 | Common | NONE |
| 149123101 | CAT | Caterpillar | $1,284 | 0.32% | 3,542 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $1,246 | 0.31% | 8,608 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World Ex-US | $1,222 | 0.30% | 21,293 | Common | NONE |
| 704326107 | PAYX | Paychex, Inc. | $1,064 | 0.26% | 7,590 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets ETF | $1,052 | 0.26% | 21,999 | Common | NONE |
| 92189h409 | — | VaneckVectors HY Muni ETF | $992 | 0.24% | 19,119 | Common | NONE |
| 74736K101 | QRVO | Qorvo Inc. | $877 | 0.22% | 12,555 | Common | NONE |
| 922042858 | VWO | Vanguard Emerging Markets ETF | $711 | 0.17% | 16,147 | Common | NONE |
| 459200101 | IBM | Intl Business Machines Corp | $706 | 0.17% | 3,213 | Common | NONE |
| 452308109 | ITW | Illinois Tool Works | $654 | 0.16% | 2,580 | Common | NONE |
| 291011104 | EMR | Emerson Electric Co | $632 | 0.16% | 5,100 | Common | NONE |
| 94106l109 | — | Waste Management, Inc. | $623 | 0.15% | 3,090 | Common | NONE |
| 988498101 | YUM | Yum! Brands Inc. | $579 | 0.14% | 4,320 | Common | NONE |
| 88579Y101 | MMM | 3M Co | $567 | 0.14% | 4,394 | Common | NONE |
| 571748102 | MRSH | Marsh & McLennan Companies, In | $556 | 0.14% | 2,620 | Common | NONE |
| 053015103 | ADP | Automatic Data Processing, Inc | $502 | 0.12% | 1,715 | Common | NONE |
| 464288687 | PFF | iShares US Preferred Stock | $493 | 0.12% | 15,682 | Common | NONE |
| 464289867 | AOR | iShares S&P Growth Allocation | $484 | 0.12% | 8,449 | Common | NONE |
| 46137V357 | RSP | Invesco S&P 500 Equal Weight | $472 | 0.12% | 2,697 | Common | NONE |
| 747525103 | QCOM | Qualcomm, Inc. | $463 | 0.11% | 3,020 | Common | NONE |
| 693506107 | PPG | PPG Industries | $441 | 0.11% | 3,700 | Common | NONE |
| 235851102 | DHR | Danaher Corp. | $440 | 0.11% | 1,918 | Common | NONE |
| 464287226 | AGG | iShares Core Total US Bond Mar | $419 | 0.10% | 4,327 | Common | NONE |
| 46090e103 | — | Invesco QQQ Trust Series 1 | $417 | 0.10% | 816 | Common | NONE |
| 369604301 | GE | GE Aerospace | $402 | 0.10% | 2,413 | Common | NONE |
| 717081103 | PFE | Pfizer Inc. | $398 | 0.10% | 15,027 | Common | NONE |
| 494368103 | KMB | Kimberly-Clark Corp | $397 | 0.10% | 3,030 | Common | NONE |
| 842587107 | SO | Southern Co | $387 | 0.09% | 4,710 | Common | NONE |
| 110122108 | BMY | Bristol-Myers Squibb Company | $376 | 0.09% | 6,660 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group Inc | $374 | 0.09% | 740 | Common | NONE |
| 101121101 | BXP | Boston Properties, Inc. | $360 | 0.09% | 4,850 | Common | NONE |
| 031162100 | AMGN | Amgen Inc. | $322 | 0.08% | 1,237 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth In | $310 | 0.08% | 772 | Common | NONE |
| 464287291 | IXN | iShares S&P Global Tech Sector | $305 | 0.07% | 3,600 | Common | NONE |
| 574599106 | MAS | Masco Corp | $290 | 0.07% | 4,000 | Common | NONE |
| 40434l105 | — | HP Inc. | $283 | 0.07% | 8,680 | Common | NONE |
| 372460105 | GPC | Genuine Parts | $279 | 0.07% | 2,390 | Common | NONE |
| 22160K105 | COST | Costco Whsl Corp New Com | $265 | 0.07% | 290 | Common | NONE |
| 464287622 | IWB | iShares Russell 1000 Index Fun | $247 | 0.06% | 768 | Common | NONE |
| 00846u101 | — | Agilent Technologies, Inc. | $247 | 0.06% | 1,841 | Common | NONE |
| 548661107 | LOW | Lowe's Companies | $241 | 0.06% | 980 | Common | NONE |
| 025816109 | AXP | American Express Co | $237 | 0.06% | 800 | Common | NONE |
| 097023105 | BA | Boeing Co | $230 | 0.06% | 1,300 | Common | NONE |
| 670346105 | NUE | Nucor Corporation | $225 | 0.06% | 1,936 | Common | NONE |
| 189054109 | CLX | Clorox Company | $223 | 0.05% | 1,375 | Common | NONE |
| 98850p109 | — | Yum China Holding Inc. | $208 | 0.05% | 4,320 | Common | NONE |
| 75513e101 | — | Raytheon Technologies Corp | $204 | 0.05% | 1,770 | Common | NONE |
| 369550108 | GD | General Dynamics Corporation | $202 | 0.05% | 770 | Common | NONE |
| 292102100 | ESBA | Empire St Realty | $109 | 0.03% | 10,754 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.