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Disclosery

13F-HR/A filed by BOSTON RESEARCH & MANAGEMENT INC

BOSTON RESEARCH & MANAGEMENT INC filed this 13F-HR/A for the quarter ended 2024-09-30, accepted by EDGAR 2026-09-18 17:48:42 UTC, with 116 holding rows worth $432,798,900.

Accession
0001259261-26-000022
Filer
CIK 1259261
Filed
2026-09-18
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q3 2024

A holdings report, amendment of type new holdings, 116 entries on the cover page, a total value of $432,798,900 stated on the cover page (in dollars after the unit check, H1), rows summing to $432,798,900 with VALUE read as dollars as filed, 13F file number 028-10522. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS32,415$18,697,450dollars as filed
Microsoft Corp594918104COM42,351$18,223,430dollars as filed
Apple Inc037833100COM58,101$13,537,539dollars as filed
Walmart Inc.931142103COM136,751$11,042,644dollars as filed
MasterCard, Inc57636Q104COM21,750$10,740,260dollars as filed
TRACTOR SUPPLY CO COM892356106Stock36,637$10,658,803dollars as filed
AbbVie,Inc.00287Y109COM52,498$10,367,306dollars as filed
Berkshire Hathaway Inc084670702COM20,094$9,248,235dollars as filed
XYLEM INC COM98419M100Stock66,406$8,966,803dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM53,298$8,839,474dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS74,785$8,746,817dollars as filed
GENERAL MILLS INC COM370334104Stock108,212$7,991,457dollars as filed
Cisco Systems,Inc.17275R102COM149,758$7,970,114dollars as filed
JPMorgan Chase & Co46625H100COM37,133$7,829,767dollars as filed
D R HORTON INC COM23331A109Stock40,998$7,821,189dollars as filed
McDonalds Corporation580135101COM25,476$7,757,545dollars as filed
FASTENAL CO COM311900104Stock108,565$7,753,713dollars as filed
Linde plcG54950103COM16,222$7,735,675dollars as filed
Procter & Gamble Co742718109COM44,407$7,691,293dollars as filed
Abbott Laboratories002824100COM63,211$7,206,632dollars as filed
Merck & Co.,Inc.58933Y105COM63,040$7,158,856dollars as filed
BANK OF NY MELLON CORP COM064058100Stock93,776$6,738,744dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock64,051$6,649,135dollars as filed
Accenture Plc Class AG1151C101COM18,800$6,645,473dollars as filed
Amazon.com, Inc023135106COM35,228$6,564,034dollars as filed
Lockheed Martin Corporation539830109COM11,199$6,546,588dollars as filed
NextEra Energy,Inc.65339F101COM73,899$6,246,683dollars as filed
EXXON MOBIL CORP30231G102COM52,414$6,143,970dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS103,914$5,965,714dollars as filed
PepsiCo,Inc.713448108COM34,539$5,873,272dollars as filed
Thermo Fisher Scientific Inc.883556102COM9,361$5,790,440dollars as filed
Coca-Cola Company191216100COM79,310$5,699,217dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock25,369$5,669,465dollars as filed
Comcast Corp20030N101COM133,578$5,579,562dollars as filed
SNAP ON INC COM833034101Stock18,859$5,463,641dollars as filed
United Parcel Service,Inc. Class B911312106COM39,836$5,431,241dollars as filed
Duke Energy Corporation26441C204COM46,400$5,349,920dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS67,485$5,267,229dollars as filed
OMNICOM GROUP INC COM681919106Stock50,110$5,180,873dollars as filed
SYSCOCORP871829107COM63,861$4,984,974dollars as filed
iShares Russell 2000 ETF464287655SHS21,041$4,647,770dollars as filed
ALBEMARLE CORP0126532007.25% DEP SHS A103,120$4,640,400dollars as filed
Medtronic PlcG5960L103COM51,315$4,619,850dollars as filed
Verizon Communications Inc92343V104COM102,346$4,596,376dollars as filed
CINTAS CORP COM172908105Stock21,800$4,488,184dollars as filed
Walt Disney Co254687106COM46,171$4,441,189dollars as filed
USBANCORPDEL902973304COM NEW93,011$4,253,408dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS47,941$4,209,250dollars as filed
SPY78462F103SHS7,114$4,081,991dollars as filed
QORVO INC COM74736K101Stock38,599$3,987,277dollars as filed
Adobe Inc00724F101COM7,609$3,939,789dollars as filed
CVS Health Corporation126650100COM62,150$3,907,992dollars as filed
Eli Lilly and Company532457108COM4,188$3,710,317dollars as filed
Home Depot, Inc437076102COM8,805$3,567,786dollars as filed
VTI922908769COM12,380$3,505,521dollars as filed
ConocoPhillips20825C104COM32,719$3,444,682dollars as filed
IJH464287507COM49,738$3,099,703dollars as filed
ISHARES TR464288513IBOXX HI YD ETF33,385$2,680,843dollars as filed
Vanguard Small-Cap ETF922908751SHS10,619$2,518,933dollars as filed
iShares Gold Trust464285204COM50,383$2,504,036dollars as filed
VANECK ETF TRUST92189F726BIOTECH ETF11,971$2,123,536dollars as filed
ISHARES TR464287556ISHARES BIOTECH12,657$1,842,860dollars as filed
Oracle Corporation68389X105COM10,319$1,758,358dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM10,155$1,697,815dollars as filed
Stryker Corporation863667101COM4,354$1,572,927dollars as filed
Johnson & Johnson478160104COM9,661$1,565,662dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS23,073$1,453,599dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 13,367$1,424,646dollars as filed
Caterpillar Inc.149123101COM3,542$1,385,348dollars as filed
NVIDIA Corp67066G104COM11,100$1,347,984dollars as filed
Chevron Corporation166764100COM8,608$1,267,701dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS21,999$1,161,792dollars as filed
VanEck High Yield Muni ETF92189H409SHS19,859$1,053,918dollars as filed
PAYCHEX INC704326107COM7,590$1,018,503dollars as filed
International Business Machines Corporation459200101COM4,433$980,140dollars as filed
VWO922042858SHS16,147$772,634dollars as filed
ILLINOIS TOOL WKS INC452308109COM2,580$676,141dollars as filed
Waste Management, Inc.94106L109COM3,090$641,484dollars as filed
YUM BRANDS INC COM988498101Stock4,320$603,548dollars as filed
3M CO COM88579Y101Stock4,394$600,660dollars as filed
Marsh & McLennan Companies,Inc.571748102COM2,620$584,496dollars as filed
EMERSON ELEC CO COM291011104Stock5,100$557,787dollars as filed
Danaher Corporation235851102COM1,918$533,243dollars as filed
ISHARES TR464288687COM15,897$528,258dollars as filed
Qualcomm Incorporated747525103COM3,020$513,551dollars as filed
ISHARES TR464289867CORE 60 BALA ETF8,637$511,656dollars as filed
PPG INDS INC COM693506107Stock3,700$490,102dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,675$479,253dollars as filed
Automatic Data Processing,Inc.053015103COM1,715$474,592dollars as filed
General Electric Company369604301COM2,413$455,044dollars as filed
Pfizer Inc.717081103COM15,027$434,882dollars as filed
UnitedHealth Group Inc91324P102COM740$432,664dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS4,263$431,715dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock3,030$431,109dollars as filed
Southern Company842587107COM4,710$424,748dollars as filed
INVESCO QQQ TR46090E103COM817$398,933dollars as filed
Amgen Inc.031162100COM1,237$398,574dollars as filed
BXP INC COM101121101REIT4,850$390,231dollars as filed
Bristol-Myers Squibb Company110122108COM6,660$344,589dollars as filed
MASCO CORP574599106COM4,000$335,760dollars as filed
GENUINE PARTS CO COM372460105Stock2,390$333,836dollars as filed
HP INC COM40434L105Stock8,680$311,352dollars as filed
iShares Global Tech ETF464287291SHS3,600$297,108dollars as filed
NUCOR CORP COM670346105Stock1,936$291,059dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK772$289,794dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock1,841$273,352dollars as filed
Lowes Companies,Inc.548661107COM980$265,433dollars as filed
Costco Wholesale Corporation22160K105COM290$257,091dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF768$241,452dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock770$232,694dollars as filed
CLOROX CO DEL189054109COM1,375$224,002dollars as filed
Texas Instruments Incorporated882508104COM1,060$218,965dollars as filed
American Express Company025816109COM800$216,960dollars as filed
Raytheon Technologies Corporation75513E101COM1,770$214,454dollars as filed
AFLAC INC COM001055102Stock1,880$210,184dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock2,082$200,247dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001259261-24-000010 superseded2024-11-12acceptance time not in the bulk data set
13F-HR/A 0001259261-26-000022this filing2026-09-18