New England Research & Management, Inc. 13F Holdings
CIK 0001596077 · CHICAGO, IL
As of Sep 30, 2025, New England Research & Management, Inc. reported 146 positions worth $217.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 39,868 | $9.7M | 4.45% |
| APPLE INC | AAPL | Technology | 37,501 | $9.5M | 4.39% |
| UNITED RENTALS INC | URI | Industrials | 7,776 | $7.4M | 3.41% |
| MICROSOFT CORP | MSFT | Technology | 12,630 | $6.5M | 3.00% |
| AMAZON.COM INC | AMZN | Equity | 25,709 | $5.6M | 2.59% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 29,388 | $5.4M | 2.50% |
| QUANTA SVCS INC | PWR | Industrials | 12,911 | $5.4M | 2.46% |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 53,400 | $4.7M | 2.15% |
| ABBVIE INC | ABBV | Healthcare | 19,801 | $4.6M | 2.11% |
| CSX CORP | CSX | Industrials | 119,510 | $4.2M | 1.95% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,870 | $4.0M | 1.82% |
| Meta Platforms, Inc. | META | — | 5,135 | $3.8M | 1.73% |
| EATON CORP PLC | ETN | Industrials | 9,444 | $3.5M | 1.62% |
| ZOETIS INC | ZTS | Healthcare | 23,610 | $3.5M | 1.59% |
| HYATT HOTELS CORP | H | Consumer Cyclical | 23,351 | $3.3M | 1.52% |
| BROADCOM INC | AVGO | Technology | 9,635 | $3.2M | 1.46% |
| SYSCO CORP | SYY | Consumer Defensive | 36,549 | $3.0M | 1.38% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 10,660 | $3.0M | 1.38% |
| CARRIER GLOBAL CORPORATION | CARR | Basic Materials | 49,550 | $3.0M | 1.36% |
| LENNAR CORP | LEN | Consumer Cyclical | 21,720 | $2.7M | 1.26% |
| Dell Inc | — | — | 18,086 | $2.6M | 1.18% |
| UBER TECHNOLOGIES INC | UBER | Technology | 26,009 | $2.5M | 1.17% |
| ALPHABET INC | GOOG | Communication Services | 10,371 | $2.5M | 1.16% |
| MORGAN STANLEY | MS | Financial Services | 15,275 | $2.4M | 1.12% |
| GE VERNOVA INC | GEV | Utilities | 3,910 | $2.4M | 1.10% |