Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON RESEARCH & MANAGEMENT INC | 05-14-2024 | 03-31-2024 | 116 | 404,576,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corp | COM | 1 | $18,299,000 | 43,496 | 4.52 | 4.50 | -1,545 | -3.43 | 03-31-2024 |
| iShares Core S&P 500 ETF | COM | 2 | $17,214,000 | 32,744 | 4.25 | 4.25 | -742 | -2.22 | 03-31-2024 |
| Mastercard, Inc. | COM | 3 | $10,507,000 | 21,820 | 2.60 | 2.49 | -191 | -0.87 | 03-31-2024 |
| Apple Inc. | COM | 4 | $10,086,000 | 58,821 | 2.49 | 2.99 | 360 | 0.62 | 03-31-2024 |
