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Boston Research & Management Inc

Q3 2023 Holdings

Filed 2023-11-13 | 114 holdings | $37.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Tupperware Corporation(TUP)COM899896104$5539,3440.0%
Old Dominion Freight Line(ODFL)COM679580100$2004900.0%
Lowe's Companies(LOW)COM548661107$2039800.0%
iShares S&P Global Tech Sector(IXN)COM464287291$2083,6000.0%
Agilent Technologies, Inc.(A)COM00846U101$2101,8790.0%
Masco Corp(MAS)COM574599106$2134,0000.0%
iShares Russell 1000 Growth In(IWF)COM464287614$2158110.0%
Worthington Industries, Inc.(WOR)COM981811102$2163,5000.0%
Archer Daniels Midland Com(ADM)COM039483102$2172,8800.0%
HP Inc.(HPQ)COM40434L105$2288,8800.0%
Nvidia(NVDA)COM67066G104$2345400.0%
Spdr Djia ETF Trust(DIA)COM78467X109$2377100.0%
Yum China Holding Inc.(YUMC)COM98850P109$2404,3200.0%
General Electric Company(GE)COM369604301$2662,4130.0%
Invesco S&P 500 Equal Weight(RSP)COM46137V357$2751,9450.0%
Boston Properties, Inc.(BXP)COM101121101$2884,8500.0%
Nucor Corporation(NUE)COM670346105$3021,9360.0%
Southern Co(SO)COM842587107$3044,7100.0%
Invesco QQQ Trust Series 1(QQQ)COM46090E103$3068560.0%
Amgen Inc.(AMGN)COM031162100$3321,2370.0%
Qualcomm, Inc.(QCOM)COM747525103$3353,0200.0%
Genuine Parts(GPC)COM372460105$3452,3900.0%
Kimberly-Clark Corp(KMB)COM494368103$3723,0850.0%
UnitedHealth Group Inc(UNH)COM91324P102$3737400.0%
iShares Core Total US Bond Mar(AGG)COM464287226$3743,9840.0%
Bristol-Myers Squibb Company(BMY)COM110122108$4067,0100.0%
3M Co(MMM)COM88579Y101$4114,3940.0%
Automatic Data Processing, Inc(ADP)COM053015103$4121,7150.0%
iShares S&P Growth Allocation(AOR)COM464289867$4358,8240.0%
Waste Management, Inc.(WM)COM94106L109$4713,0900.0%
PPG Industries(PPG)COM693506107$4803,7000.0%
Emerson Electric Co(EMR)COM291011104$4925,1000.0%
Marsh & McLennan Companies, In(MRSH)COM571748102$4982,6200.0%
Danaher Corp.(DHR)COM235851102$5152,0780.0%
Yum! Brands Inc.(YUM)COM988498101$5394,3200.0%
Illinois Tool Works(ITW)COM452308109$5942,5800.0%
Fortrea Holdings Inc(FTRE)COM34965K107$63922,3750.0%
Intl Business Machines Corp(IBM)COM459200101$6454,6030.0%
iShares US Preferred Stock(PFF)COM464288687$67222,2990.0%
Vanguard Emerging Markets ETF(VWO)COM922042858$68317,4380.0%
Pfizer Inc.(PFE)COM717081103$79724,0410.0%
Paychex, Inc.(PAYX)COM704326107$8787,6150.0%
Vanguard Developed Markets ETF(VEA)COM921943858$96121,9990.0%
Caterpillar(CAT)COM149123101$9663,5420.0%
Oracle Corp.(ORCL)COM68389X105$1.1K10,3190.0%
Vanguard Ftse All-World Ex-US(VEU)COM922042775$1.1K22,1180.0%
Stryker Corp(SYK)COM863667101$1.2K4,3540.0%
Chevron Corp(CVX)COM166764100$1.5K8,8080.0%
Johnson & Johnson(JNJ)COM478160104$1.5K9,7110.0%
VaneckVectors HY Muni ETF(HYD)COM92189H409$1.6K31,7660.0%
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