New England Research & Management, Inc.
Q3 2026 13F filing
Updated 20 days ago131 disclosed positions worth $258.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G ALPHABET INC | $14.5M | 42.1K | 5.60% | Added(+3.3%) |
| 2 | A APPLE INC | $14M | 42.0K | 5.40% | Added(+0.9%) |
| 3 | P QUANTA SVCS INC | $11.1M | 17.3K | 4.30% | Added(+20.6%) |
| 4 | U UNITED RENTALS INC | $9.1M | 9.1K | 3.53% | Trimmed(-0.5%) |
| 5 | J JOHNSON & JOHNSON | $7.9M | 29.7K | 3.03% | Added(+0.5%) |
| 6 | M MICROSOFT CORP | $7.2M | 14.1K | 2.80% | Trimmed(-11.3%) |
| 7 | A ABBVIE INC | $6.7M | 25.5K | 2.58% | Added(+3.1%) |
| 8 | G GE VERNOVA INC | $6.4M | 6.8K | 2.48% | Added(+4.0%) |
| 9 | V VISA INC | $6.1M | 17.1K | 2.37% | Added(+10.3%) |
| 10 | A AMGEN INC | $6M | 14.2K | 2.31% | Added(+19.6%) |
| 11 | C CSX CORP | $5.8M | 124.9K | 2.24% | Added(+0.8%) |
| 12 | C CHURCH & DWIGHT CO INC | $4.7M | 49.6K | 1.81% | Trimmed(-1.1%) |
| 13 | B BERKSHIRE HATHAWAY INC DEL | $4.6M | 9.3K | 1.78% | Added(+0.8%) |
| 14 | U UNION PAC CORP | $4.4M | 16.0K | 1.68% | Added(+19.3%) |
| 15 | M MERCK & CO INC | $4.3M | 29.8K | 1.67% | Added(+9.1%) |
| 16 | A AMAZON COM INC | $4.3M | 17.3K | 1.66% | Added(+1.0%) |
| 17 | L ELI LILLY & CO | $4.3M | 3.7K | 1.66% | Added(+4.1%) |
| 18 | A BROADCOM INC | $4.2M | 12.1K | 1.64% | Added(+7.9%) |
| 19 | N NVIDIA CORPORATION | $3.8M | 16.6K | 1.47% | Added(+78.4%) |
| 20 | G GOLDMAN SACHS GROUP INC | $3.7M | 4.1K | 1.43% | Added(+41.5%) |
| 21 | G ALPHABET INC | $3.4M | 9.9K | 1.30% | Added(+2.6%) |
| 22 | X EXXONMOBIL HOLDINGS CORP | $3.3M | 20.3K | 1.28% | — |
| 23 | R REGENERON PHARMACEUTICALS | $3.2M | 4.2K | 1.23% | Added(+20.4%) |
| 24 | M MORGAN STANLEY | $3.2M | 16.8K | 1.22% | Added(+16.2%) |
| 25 | A AMERICAN WTR WKS CO INC NEW | $3.1M | 23.8K | 1.19% | Trimmed(-15.7%) |
| 26 | K COCA COLA CO | $2.8M | 32.8K | 1.09% | Added(+0.1%) |
| 27 | C CITIGROUP INC | $2.7M | 20.9K | 1.05% | Added(+55.7%) |
| 28 | I INTERNATIONAL BUSINESS MACHS | $2.7M | 12.3K | 1.04% | Trimmed(-0.7%) |
| 29 | V VALERO ENERGY CORP | $2.6M | 6.8K | 1.02% | — |
| 30 | T TRUIST FINL CORP | $2.5M | 53.9K | 0.96% | Added(+10.4%) |
| 31 | V VERTIV HOLDINGS CO | $2.4M | 9.8K | 0.91% | Added(+17.1%) |
| 32 | H HILTON WORLDWIDE HLDGS INC | $2.3M | 7.4K | 0.91% | Added(+38.5%) |
| 33 | C CHUBB LIMITED | $2.3M | 7.1K | 0.90% | Trimmed(-0.1%) |
| 34 | A ADVANCED MICRO DEVICES INC | $2.3M | 3.8K | 0.89% | Added(+693.7%) |
| 35 | V VERTEX PHARMACEUTICALS INC | $2.3M | 4.4K | 0.88% | Added(+69.5%) |
| 36 | U UNITED AIRLS HLDGS INC | $2.2M | 20.0K | 0.86% | — |
| 37 | G GE AEROSPACE | $2.2M | 7.1K | 0.85% | Added(+42.1%) |
| 38 | G GILEAD SCIENCES INC | $2.2M | 14.5K | 0.83% | Trimmed(-31.2%) |
| 39 | P PROCTER & GAMBLE CO | $2.1M | 14.2K | 0.80% | Added(+0.1%) |
| 40 | N NEXTERA ENERGY INC | $2M | 26.4K | 0.77% | Added(+3.2%) |
| 41 | J JPMORGAN CHASE & CO | $2M | 5.9K | 0.76% | Trimmed(-5.2%) |
| 42 | A AAR CORP | $2M | 19.2K | 0.75% | Added(+79.7%) |
| 43 | C BRISTOL-MYERS SQUIBB CO | $1.9M | 31.2K | 0.75% | — |
| 44 | U ULTA BEAUTY INC | $1.9M | 3.5K | 0.74% | Trimmed(-18.4%) |
| 45 | S SYSCO CORP | $1.9M | 24.6K | 0.74% | Trimmed(-23.0%) |
| 46 | U UNITED THERAPEUTICS CORP DEL | $1.9M | 3.5K | 0.74% | Added(+110.1%) |
| 47 | M MARVELL TECHNOLOGY INC | $1.8M | 6.8K | 0.69% | — |
| 48 | A ABBOTT LABORATORIES | $1.8M | 18.0K | 0.69% | Trimmed(-15.0%) |
| 49 | K KNIGHT-SWIFT TRANSN HLDGS IN | $1.7M | 27.3K | 0.67% | Added(+173.8%) |
| 50 | C CANADIAN PACIFIC KANSAS CITY | $1.6M | 18.9K | 0.62% | Added(+1.2%) |