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Boston Research & Management Inc

Q1 2024 Holdings

Filed 2024-05-14 | 116 holdings | $54.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cambridge Heart Inc.COM131910101$010,2000.0%
Clorox Company(CLX)COM189054109$2101,3750.0%
Old Dominion Freight Line(ODFL)COM679580100$2149800.0%
General Dynamics Corporation(GD)COM369550108$2177700.0%
Worthington Enterprises, Inc.(WOR)COM981811102$2173,5000.0%
iShares Russell 1000 Index Fun(IWB)COM464287622$2217680.0%
Lowe's Companies(LOW)COM548661107$2499800.0%
iShares Russell 1000 Growth In(IWF)COM464287614$2607720.0%
HP Inc.(HPQ)COM40434L105$2628,6800.0%
Agilent Technologies, Inc.(A)COM00846U101$2671,8410.0%
iShares S&P Global Tech Sector(IXN)COM464287291$2693,6000.0%
Masco Corp(MAS)COM574599106$3154,0000.0%
Boston Properties, Inc.(BXP)COM101121101$3164,8500.0%
Southern Co(SO)COM842587107$3374,7100.0%
Amgen Inc.(AMGN)COM031162100$3511,2370.0%
Bristol-Myers Squibb Company(BMY)COM110122108$3616,6600.0%
Invesco QQQ Trust Series 1(QQQ)COM46090E103$3628170.0%
UnitedHealth Group Inc(UNH)COM91324P102$3667400.0%
Genuine Parts(GPC)COM372460105$3702,3900.0%
iShares Core Total US Bond Mar(AGG)COM464287226$3773,8570.0%
Nucor Corporation(NUE)COM670346105$3831,9360.0%
Invesco S&P 500 Equal Weight(RSP)COM46137V357$3872,2850.0%
Kimberly-Clark Corp(KMB)COM494368103$3993,0850.0%
GE Aerospace(GE)COM369604301$4232,4130.0%
Automatic Data Processing, Inc(ADP)COM053015103$4281,7150.0%
Pfizer Inc.(PFE)COM717081103$46516,7630.0%
3M Co(MMM)COM88579Y101$4664,3940.0%
iShares S&P Growth Allocation(AOR)COM464289867$4918,8270.0%
Qualcomm, Inc.(QCOM)COM747525103$5113,0200.0%
PPG Industries(PPG)COM693506107$5363,7000.0%
Marsh & McLennan Companies, In(MRSH)COM571748102$5392,6200.0%
iShares US Preferred Stock(PFF)COM464288687$54516,9390.0%
Emerson Electric Co(EMR)COM291011104$5785,1000.0%
Yum! Brands Inc.(YUM)COM988498101$5984,3200.0%
Waste Management, Inc.(WM)COM94106L109$6583,0900.0%
Vanguard Emerging Markets ETF(VWO)COM922042858$67416,1470.0%
Illinois Tool Works(ITW)COM452308109$6922,5800.0%
Fortrea Holdings Inc(FTRE)COM34965K107$86521,5540.0%
Intl Business Machines Corp(IBM)COM459200101$8794,6030.0%
Paychex, Inc.(PAYX)COM704326107$9357,6150.0%
Nvidia(NVDA)COM67066G104$1.1K1,1700.0%
Vanguard Developed Markets ETF(VEA)COM921943858$1.1K21,9990.0%
VaneckVectors HY Muni ETF(HYD)COM92189H409$1.2K22,5120.0%
Vanguard Ftse All-World Ex-US(VEU)COM922042775$1.2K21,1990.0%
Oracle Corp.(ORCL)COM68389X105$1.3K10,3190.0%
Caterpillar(CAT)COM149123101$1.3K3,5420.0%
Spdr Djia ETF Trust(DIA)COM78467X109$1.3K3,3600.0%
Chevron Corp(CVX)COM166764100$1.4K8,8080.0%
Johnson & Johnson(JNJ)COM478160104$1.5K9,7110.0%
Stryker Corp(SYK)COM863667101$1.6K4,3540.0%
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