NORTHEAST INVESTMENT MANAGEMENT
Q3 2026 13F filing
Updated 6 days ago199 disclosed positions worth $2.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORP | $247.7M | 1.08M | 8.86% | — |
| 2 | A APPLE INC | $207.4M | 622.7K | 7.42% | — |
| 3 | G ALPHABET INC CL A | $163.1M | 474.0K | 5.84% | — |
| 4 | A AMAZON.COM INC | $140.2M | 562.9K | 5.02% | — |
| 5 | M MICROSOFT CORP | $132.6M | 258.5K | 4.74% | — |
| 6 | V VISA INC CL A | $84.7M | 235.6K | 3.03% | — |
| 7 | V VANGUARD S&P 500 ETF | $83.8M | 119.5K | 3.00% | — |
| 8 | C COSTCO WHOLESALE CORP | $82.5M | 90.6K | 2.95% | — |
| 9 | M META PLATFORMS INC CL A | $77M | 106.2K | 2.75% | — |
| 10 | B BERKSHIRE HATHAWAY INC CL B | $67.1M | 134.7K | 2.40% | — |
| 11 | A ABB LTD SP ADR | $64.5M | 680.8K | 2.31% | — |
| 12 | J JPMORGAN CHASE & CO | $64.1M | 193.9K | 2.29% | — |
| 13 | L ELI LILLY & CO | $63M | 54.5K | 2.25% | — |
| 14 | P PALO ALTO NETWORKS INC | $61.8M | 155.6K | 2.21% | — |
| 15 | A ASML HOLDING NV | $61.3M | 33.8K | 2.19% | — |
| 16 | T THERMO FISHER SCIENTIFIC INC | $54.6M | 80.9K | 1.95% | — |
| 17 | U UNION PACIFIC CORP | $46.4M | 170.5K | 1.66% | — |
| 18 | J JOHNSON & JOHNSON | $45.3M | 171.1K | 1.62% | — |
| 19 | W WALMART INC | $40.8M | 392.8K | 1.46% | — |
| 20 | V VANGUARD SMALL CAP ETF | $40.4M | 141.9K | 1.44% | — |
| 21 | G GOLDMAN SACHS GROUP INC | $39.5M | 43.9K | 1.41% | — |
| 22 | V VANGUARD FTSE DEV MKT ETF | $37.7M | 534.0K | 1.35% | — |
| 23 | D DANAHER CORP | $34.1M | 154.0K | 1.22% | — |
| 24 | T TAIWAN SEMICONDUCTOR MFG LTD S | $31.7M | 69.4K | 1.13% | — |
| 25 | U UNITED RENTALS INC | $30.5M | 30.5K | 1.09% | — |
| 26 | I INTUITIVE SURGICAL INC | $30.4M | 74.8K | 1.09% | — |
| 27 | G ALPHABET INC CL C | $30.1M | 88.5K | 1.08% | — |
| 28 | W WASTE MANAGEMENT INC | $28.9M | 141.6K | 1.03% | — |
| 29 | L LOWES COS INC | $28.7M | 155.7K | 1.03% | — |
| 30 | N NEXTERA ENERGY INC | $28.5M | 376.8K | 1.02% | — |
| 31 | P QUANTA SVCS INC COM | $26.5M | 41.3K | 0.95% | — |
| 32 | X EXXONMOBIL HOLDINGS CORP | $26.4M | 162.0K | 0.94% | — |
| 33 | B VANGUARD DIV APPREC ETF | $25.5M | 109.2K | 0.91% | — |
| 34 | V VANGUARD MID CAP ETF | $25M | 319.1K | 0.90% | — |
| 35 | D DEERE & CO | $24.9M | 37.1K | 0.89% | — |
| 36 | V VANGUARD MEGA GROWTH IND | $22.3M | 240.5K | 0.80% | — |
| 37 | T TJX COS INC | $22.1M | 167.0K | 0.79% | — |
| 38 | C CHEVRON CORP | $20.4M | 99.9K | 0.73% | — |
| 39 | A AMERICAN TOWER CORP | $18.8M | 114.9K | 0.67% | — |
| 40 | M MCDONALDS CORP | $17.1M | 74.3K | 0.61% | — |
| 41 | V VANGUARD ALL WORLD EX-US ETF | $16.6M | 199.7K | 0.59% | — |
| 42 | B BLACKROCK INC | $16.4M | 15.5K | 0.59% | — |
| 43 | B BLACKSTONE INC COM | $15.1M | 135.2K | 0.54% | — |
| 44 | C CATERPILLAR INC | $14.5M | 17.8K | 0.52% | — |
| 45 | D DISNEY WALT CO | $14.2M | 135.4K | 0.51% | — |
| 46 | V VANGUARD FTSE EMERG MKT ETF | $13.2M | 222.6K | 0.47% | — |
| 47 | P PROCTER AND GAMBLE CO | $12.9M | 89.1K | 0.46% | — |
| 48 | G GE VERNOVA INC | $12.5M | 13.2K | 0.45% | — |
| 49 | V VANGUARD LARGE CAP ETF | $11.6M | 33.0K | 0.42% | — |
| 50 | W WELLTOWER INC | $11.2M | 48.5K | 0.40% | — |