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New England Professional Planning Group Inc.
Updated 7 days agoManaged by New England Professional Planning Group Inc. • Latest filing Q3 2026
Portfolio value
$263.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $238.6M |
| Q1 2026 | $239.3M |
| Q2 2026 | $267.9M |
| Q3 2026 | $263.1M |
Top holdings
49 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $97M | 126.6K | 36.86% | — | |
| 2 | $61M | 742.8K | 23.19% | — | |
| 3 | $47.8M | 663.9K | 18.15% | — | |
| 4 | $23.8M | 175.2K | 9.06% | — | |
| 5 | $7.5M | 47.1K | 2.83% | — | |
| 6 | $2.2M | 22.7K | 0.82% | — | |
| 7 | $1.7M | 58.6K | 0.63% | — | |
| 8 | $1.6M | 4.9K | 0.62% | — | |
| 9 | $1.2M | 7.5K | 0.47% | — | |
| 10 | $1.2M | 7.6K | 0.45% | — | |
| 11 | $1.1M | 4.0K | 0.42% | — | |
| 12 | $1.1M | 2.9K | 0.41% | — | |
| 13 | $969K | 17.8K | 0.37% | — | |
| 14 | $936K | 3.4K | 0.36% | — | |
| 15 | $900K | 4.1K | 0.34% | — | |
| 16 | $860K | 8.1K | 0.33% | — | |
| 17 | $753K | 3.3K | 0.29% | — | |
| 18 | $716K | 5.7K | 0.27% | — | |
| 19 | $666K | 8.8K | 0.25% | — | |
| 20 | $640K | 5.9K | 0.24% | — |