New England Research & Management, Inc. Top Holdings and 13F Report (2025) About New England Research & Management, Inc.Investment ActivityNew England Research & Management, Inc. has $217.71 million in total holdings as of September 30, 2025.New England Research & Management, Inc. owns shares of 146 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 15.93% of the portfolio was purchased this quarter.About 10.68% of the portfolio was sold this quarter.This quarter, New England Research & Management, Inc. has purchased 147 new stocks and bought additional shares in 32 stocks.New England Research & Management, Inc. sold shares of 56 stocks and completely divested from 32 stocks this quarter.Largest Holdings Alphabet $9,691,911Apple $9,548,880United Rentals $7,423,436Microsoft $6,541,709Amazon.com $5,644,925 Largest New Holdings this Quarter 550021109 - lululemon athletica $1,770,404 Holding14040H105 - Capital One Financial $1,472,117 Holding042735100 - Arrow Electronics $1,458,050 Holding23331A109 - D.R. Horton $1,453,205 Holding68902v107 - Otis Worldwide $1,332,592 Holding Largest Purchases this Quarter GE Vernova Inc. 3,200 shares (about $1.97M)lululemon athletica 9,950 shares (about $1.77M)Capital One Financial 6,925 shares (about $1.47M)Arrow Electronics 12,050 shares (about $1.46M)D.R. Horton 8,575 shares (about $1.45M) Largest Sales this Quarter The Goldman Sachs Group 5,293 shares (about $4.22M)UnitedHealth Group 6,795 shares (about $2.35M)Alphabet 9,147 shares (about $2.22M)Toll Brothers 15,160 shares (about $2.09M)Home Depot 3,855 shares (about $1.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew England Research & Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$9,691,911$2,223,636 ▼-18.7%39,8684.5%Computer and TechnologyAAPLApple$9,548,880$411,227 ▲4.5%37,5014.4%Computer and TechnologyURIUnited Rentals$7,423,436$963,252 ▼-11.5%7,7763.4%ConstructionMSFTMicrosoft$6,541,7090.0%12,6303.0%Computer and TechnologyAMZNAmazon.com$5,644,925$401,813 ▲7.7%25,7092.6%Retail/WholesaleJNJJohnson & Johnson$5,449,123$69,533 ▼-1.3%29,3882.5%MedicalPWRQuanta Services$5,350,577$178,201 ▲3.4%12,9112.5%ConstructionCHDChurch & Dwight$4,679,442$105,156 ▼-2.2%53,4002.1%Consumer StaplesABBVAbbVie$4,584,724$148,186 ▼-3.1%19,8012.1%MedicalCSXCSX$4,243,800$166,897 ▲4.1%119,5101.9%TransportationBRK.BBerkshire Hathaway$3,956,5640.0%7,8701.8%FinanceMETAMeta Platforms$3,771,041$223,986 ▲6.3%5,1351.7%Computer and TechnologyETNEaton$3,534,417$898,200 ▲34.1%9,4441.6%IndustrialsZTSZoetis$3,454,615$172,365 ▼-4.8%23,6101.6%MedicalHHyatt Hotels$3,314,207$11,354 ▲0.3%23,3511.5%Consumer DiscretionaryAVGOBroadcom$3,178,683$32,991 ▼-1.0%9,6351.5%Computer and TechnologySYYSysco$3,009,445$32,936 ▼-1.1%36,5491.4%Consumer StaplesIBMInternational Business Machines$3,007,826$730,794 ▲32.1%10,6601.4%Computer and TechnologyCARRCarrier Global$2,958,135$297,008 ▲11.2%49,5501.4%ConstructionLENLennar$2,737,589$1,219,437 ▲80.3%21,7201.3%ConstructionDell Inc.$2,564,052$1,382,116 ▼-35.0%18,0861.2%CSUBERUber Technologies$2,548,102$386,002 ▲17.9%26,0091.2%Computer and TechnologyGOOGAlphabet$2,525,857$53,581 ▼-2.1%10,3711.2%Computer and TechnologyMSMorgan Stanley$2,428,114$38,786 ▼-1.6%15,2751.1%FinanceGE Vernova Inc.$2,404,259$1,967,680 ▲450.7%3,9101.1%CSXOMExxon Mobil$2,238,3130.0%19,8521.0%EnergyPANWPalo Alto Networks$2,213,349$855,611 ▲63.0%10,8701.0%Computer and TechnologyVRTVertiv$2,128,635$200,644 ▲10.4%14,1101.0%Computer and TechnologyNEENextEra Energy$2,080,202$80,925 ▼-3.7%27,5561.0%UtilitiesTFCTruist Financial$2,021,967$555,498 ▲37.9%44,2250.9%FinanceNFLXNetflix$1,991,406$359,676 ▲22.0%1,6610.9%Consumer DiscretionaryAWKAmerican Water Works$1,910,383$31,318 ▲1.7%13,7250.9%UtilitiesAPOApollo Global Management$1,905,761$559,734 ▲41.6%14,3000.9%FinanceLLYEli Lilly and Company$1,862,483$274,680 ▼-12.9%2,4410.9%MedicalUTHRUnited Therapeutics$1,861,292$454,843 ▼-19.6%4,4400.9%MedicalVVisa$1,844,818$358,449 ▲24.1%5,4040.8%Business ServicesMRKMerck & Co., Inc.$1,812,552$67,899 ▼-3.6%21,5960.8%MedicalLULUlululemon athletica$1,770,404$1,770,404 ▲New Holding9,9500.8%Consumer DiscretionaryCBChubb$1,714,669$506,074 ▲41.9%6,0750.8%FinanceLIILennox International$1,610,313$67,758 ▼-4.0%3,0420.7%ConstructionINVHInvitation Home$1,601,829$246,372 ▲18.2%54,6140.7%FinanceHDHome Depot$1,586,724$1,562,007 ▼-49.6%3,9160.7%Retail/WholesaleMCDMcDonald's$1,567,7690.0%5,1590.7%Retail/WholesaleKOCocaCola$1,515,9430.0%22,8580.7%Consumer StaplesABNBAirbnb$1,505,608$655,668 ▲77.1%12,4000.7%Consumer DiscretionaryUNPUnion Pacific$1,504,022$18,910 ▼-1.2%6,3630.7%TransportationCOFCapital One Financial$1,472,117$1,472,117 ▲New Holding6,9250.7%FinanceARWArrow Electronics$1,458,050$1,458,050 ▲New Holding12,0500.7%Computer and TechnologyDHID.R. Horton$1,453,205$1,453,205 ▲New Holding8,5750.7%ConstructionMDLZMondelez International$1,433,562$582,283 ▲68.4%22,9480.7%Consumer StaplesAMGNAmgen$1,402,534$98,770 ▲7.6%4,9700.6%MedicalCPCanadian Pacific Kansas City$1,397,060$32,627 ▼-2.3%18,7550.6%TransportationABTAbbott Laboratories$1,384,1360.0%10,3340.6%MedicalNVDANVIDIA$1,348,600$4,664 ▼-0.3%7,2280.6%Computer and TechnologyOTISOtis Worldwide$1,332,592$1,332,592 ▲New Holding14,5750.6%IndustrialsWMWaste Management$1,321,6680.0%5,9850.6%Business ServicesIRIngersoll Rand$1,295,812$324,531 ▼-20.0%15,6840.6%IndustrialsPGProcter & Gamble$1,282,209$11,524 ▼-0.9%8,3450.6%Consumer StaplesGEGE Aerospace$1,270,0620.0%4,2220.6%AerospaceKMBKimberly-Clark$1,237,0590.0%9,9490.6%Consumer StaplesNKENIKE$1,216,789$1,743 ▼-0.1%17,4500.6%Consumer DiscretionaryWFCWells Fargo & Company$1,211,618$1,211,618 ▲New Holding14,4550.6%FinanceBMYBristol Myers Squibb$1,202,411$131,151 ▼-9.8%26,6610.6%MedicalGSThe Goldman Sachs Group$1,195,321$4,215,079 ▼-77.9%1,5010.5%FinancePFEPfizer$1,177,813$63,725 ▼-5.1%46,2250.5%MedicalCFGCitizens Financial Group$1,176,803$388,068 ▲49.2%22,1370.5%FinanceTMOThermo Fisher Scientific$1,165,503$70,328 ▼-5.7%2,4030.5%MedicalAAgilent Technologies$1,124,859$643,162 ▼-36.4%8,7640.5%MedicalRBCRBC Bearings$1,092,812$1,092,812 ▲New Holding2,8000.5%IndustrialsTOLToll Brothers$1,084,399$2,094,202 ▼-65.9%7,8500.5%ConstructionTDGTransdigm Group$1,061,006$303,145 ▲40.0%8050.5%AerospaceWASHWashington Trust Bancorp$1,045,573$88,145 ▼-7.8%36,1790.5%FinanceSBUXStarbucks$1,005,386$67,426 ▲7.2%11,8840.5%Retail/WholesaleNTRANatera$1,002,038$752,535 ▲301.6%6,2250.5%MedicalTKRTimken$996,135$7,518 ▼-0.7%13,2500.5%Computer and TechnologyLinde PLC$978,500$128,250 ▼-11.6%2,0600.4%CSMAMastercard$969,821$5,688 ▼-0.6%1,7050.4%Business ServicesINDBIndependent Bank$938,291$13,834 ▼-1.5%13,5650.4%FinanceRYRoyal Bank Of Canada$928,1160.0%6,3000.4%FinanceUPSUnited Parcel Service$902,959$154,530 ▼-14.6%10,8100.4%TransportationPNRPentair$891,6180.0%8,0500.4%Business ServicesBSXBoston Scientific$891,167$138,830 ▼-13.5%9,1280.4%MedicalNCLHNorwegian Cruise Line$882,986$882,986 ▲New Holding35,8500.4%Consumer DiscretionaryPBProsperity Bancshares$822,740$625,349 ▲316.8%12,4000.4%FinanceAIRAAR$822,722$192,790 ▼-19.0%9,1750.4%AerospaceFANGDiamondback Energy$719,078$719,078 ▲New Holding5,0250.3%EnergyLEUCentrus Energy$689,906$689,906 ▲New Holding2,2250.3%Basic MaterialsFTNTFortinet$689,876$1,477,705 ▼-68.2%8,2050.3%Computer and TechnologyVEEVVeeva Systems$670,298$670,298 ▲New Holding2,2500.3%MedicalCLColgate-Palmolive$662,5430.0%8,2880.3%Consumer StaplesPEPPepsiCo$659,506$39,323 ▼-5.6%4,6960.3%Consumer StaplesCWENClearway Energy$649,750$649,750 ▲New Holding23,0000.3%EnergyFCXFreeport-McMoRan$619,676$619,676 ▲New Holding15,8000.3%Basic MaterialsCCLCarnival$618,674$618,674 ▲New Holding21,4000.3%Consumer DiscretionaryEMREmerson Electric$617,5950.0%4,7080.3%IndustrialsCRH Plc.$614,488$614,488 ▲New Holding5,1250.3%CSIBPInstalled Building Products$610,484$135,663 ▲28.6%2,4750.3%ConstructionAMTAmerican Tower$605,8080.0%3,1500.3%FinanceVRTXVertex Pharmaceuticals$601,167$186,029 ▲44.8%1,5350.3%MedicalCSCOCisco Systems$597,9910.0%8,7400.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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