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 |
|---|---|---|---|---|---|---|---|---|---|
| ConocoPhillips | COM | 51 | $3,882,000 | 30,506 | 0.96 | 0.92 | 667 | 2.24 | 03-31-2024 |
| Cintas Corporation | COM | 52 | $3,799,000 | 5,530 | 0.94 | 0.88 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P 500 ETF | COM | 53 | $3,665,000 | 7,008 | 0.91 | 0.90 | -122 | -1.71 | 03-31-2024 |
| Eli Lilly & Co | COM | 54 | $3,448,000 | 4,433 | 0.85 | 0.69 | 0 | 0.00 | 03-31-2024 |
