New England Research & Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$236.6M
Q ending 2026-03-31
Prior quarter
$228.6M
Q ending 2025-12-31
Change
+3.5% QoQ · +120096.1% YoY
Positions
143
reported holdings
Largest positions
Top 100 of 143 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $11.9M | 41K |
| Apple Inc | AAPL | Shares | $9.6M | 38K |
| United Rentals Inc | URI | Shares | $8.1M | 11K |
| Johnson & Johnson | JNJ | Shares | $7.0M | 29K |
| Quanta Svcs Inc | PWR | Shares | $6.7M | 12K |
| Microsoft Corp | MSFT | Shares | $5.6M | 15K |
| Abbvie Inc | ABBV | Shares | $5.5M | 26K |
| Csx Corp | CSX | Shares | $5.2M | 126K |
| Church & Dwight Co Inc | CHD | Shares | $4.8M | 52K |
| Capital One Finl Corp | COF | Shares | $4.8M | 26K |
| Ge Vernova Inc | GEV | Shares | $4.6M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.6M | 10K |
| Visa Inc | V | Shares | $4.2M | 14K |
| Amazon Com Inc | AMZN | Shares | $4.1M | 19K |
| Broadcom Inc | AVGO | Shares | $3.5M | 11K |
| Amgen Inc | AMGN | Shares | $3.5M | 10K |
| Netflix Inc. | NFLX | Shares | $3.4M | 35K |
| Uber Technologies Inc | UBER | Shares | $3.2M | 44K |
| Merck & Co Inc | MRK | Shares | $3.2M | 27K |
| American Wtr Wks Co Inc New | AWK | Shares | $3.1M | 23K |
| Eli Lilly & Co | LLY | Shares | $2.9M | 3K |
| Alphabet Inc | GOOG | Shares | $2.8M | 10K |
| Exxon Mobil Corp | XOM | Shares | $2.8M | 16K |
| Wells Fargo & Co | WFC | Shares | $2.6M | 33K |
| Goldman Sachs Group Inc | GS | Shares | $2.6M | 3K |
| Coca Cola Co | KO | Shares | $2.5M | 33K |
| International Business Machs | IBM | Shares | $2.4M | 10K |
| Zoetis Inc | ZTS | Shares | $2.4M | 20K |
| Mcdonalds Corp | MCD | Shares | $2.4M | 8K |
| Nextera Energy Inc | NEE | Shares | $2.4M | 26K |
| Morgan Stanley | MS | Shares | $2.3M | 14K |
| Palo Alto Networks Inc | PANW | Shares | $2.3M | 14K |
| Abbott Laboratories | ABT | Shares | $2.2M | 22K |
| Truist Finl Corp | TFC | Shares | $2.2M | 49K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.2M | 6K |
| Union Pac Corp | UNP | Shares | $2.2M | 9K |
| Procter & Gamble Co | PG | Shares | $2.1M | 15K |
| Idexx Labs Inc | IDXX | Shares | $2.1M | 4K |
| D R Horton Inc | DHI | Shares | $2.1M | 16K |
| Chubb Ltd Switz | Shares | $2.1M | 6K | |
| Kimberly-Clark Corp | KMB | Shares | $2.1M | 22K |
| Jpmorgan Chase & Co | JPM | Shares | $2.1M | 7K |
| Delta Air Lines Inc | DAL | Shares | $1.9M | 29K |
| Sysco Corp | SYY | Shares | $1.8M | 25K |
| Stryker Corporation | SYK | Shares | $1.7M | 5K |
| Citigroup Inc | C | Shares | $1.7M | 15K |
| Ge Aerospace | GE | Shares | $1.7M | 6K |
| Prosperity Bancshares Inc | PB | Shares | $1.7M | 25K |
| Ingersoll Rand Inc | IR | Shares | $1.6M | 20K |
| Eaton Corp Plc | Shares | $1.6M | 5K | |
| Nvidia Corporation | NVDA | Shares | $1.6M | 9K |
| First Solar Inc | FSLR | Shares | $1.5M | 8K |
| Gilead Sciences Inc | GILD | Shares | $1.5M | 11K |
| Incyte Corp | INCY | Shares | $1.5M | 16K |
| Crh Plc | Shares | $1.5M | 15K | |
| Aar Corp | AIR | Shares | $1.5M | 13K |
| Royal Bk Cda | RY | Shares | $1.4M | 9K |
| Waste Mgmt Inc Del | WM | Shares | $1.4M | 6K |
| Citizens Finl Group Inc | CFG | Shares | $1.4M | 23K |
| Pfizer Inc | PFE | Shares | $1.3M | 47K |
| Nasdaq Inc | NDAQ | Shares | $1.3M | 15K |
| Canadian Pacific Kansas City | CP | Shares | $1.3M | 16K |
| Vertiv Holdings Co | VRT | Shares | $1.2M | 5K |
| Meritage Homes Corp | MTH | Shares | $1.1M | 18K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $1.1M | 4K |
| Freeport Mcmoran Inc | FCX | Shares | $1.0M | 17K |
| Masco Corp | MAS | Shares | $1.0M | 17K |
| United Parcel Svcs Inc | UPS | Shares | $1.0M | 10K |
| Washington Tr Bancorp Inc | WASH | Shares | $994K | 30K |
| Independent Bk Corp Mass | INDB | Shares | $977K | 13K |
| Aerovironment Inc | AVAV | Shares | $924K | 5K |
| Nike Inc | NKE | Shares | $893K | 17K |
| Caterpillar Inc | CAT | Shares | $886K | 1K |
| Natera Inc | NTRA | Shares | $885K | 4K |
| Invitation Homes Inc | INVH | Shares | $878K | 35K |
| Clearway Energy Inc | CWEN | Shares | $876K | 22K |
| Trane Technologies Plc | Shares | $875K | 2K | |
| Transdigm Group Inc | TDG | Shares | $870K | 751 |
| Ppg Inds Inc | PPG | Shares | $853K | 8K |
| Norwegian Cruise Line Hldgs | Shares | $850K | 45K | |
| Toll Brothers Inc | TOL | Shares | $850K | 6K |
| Flowserve Corp | FLS | Shares | $823K | 11K |
| Veeva Sys Inc | VEEV | Shares | $759K | 4K |
| Apollo Global Mgmt Inc | APO | Shares | $724K | 7K |
| Parker-Hannifin Corp | PH | Shares | $716K | 800 |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $714K | 2K |
| Colgate Palmolive Co | CL | Shares | $706K | 8K |
| Thermo Fisher Scientific Inc | TMO | Shares | $695K | 1K |
| Nutrien Ltd | NTR | Shares | $683K | 9K |
| Robinhood Mkts Inc | HOOD | Shares | $683K | 10K |
| Pepsico Inc | PEP | Shares | $678K | 4K |
| Cisco Sys Inc | CSCO | Shares | $672K | 9K |
| United Therapeutics Corp Del | UTHR | Shares | $670K | 1K |
| Astrazeneca Plc | Shares | $650K | 3K | |
| Applied Matls Inc | AMAT | Shares | $649K | 2K |
| Walmart Inc | WMT | Shares | $642K | 5K |
| L3Harris Technologies Inc | LHX | Shares | $621K | 2K |
| Patrick Inds Inc | PATK | Shares | $620K | 6K |
| Installed Bldg Prods Inc | IBP | Shares | $616K | 2K |
| Boeing Co | BA | Shares | $609K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.