New England Research & Management, Inc. Top Holdings and 13F Report (2025)

About New England Research & Management, Inc.

Investment Activity

New England Research & Management, Inc. has $210.52 thousand in total holdings as of June 30, 2025.
New England Research & Management, Inc. owns shares of 147 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
Approximately 15.12% of the portfolio was purchased this quarter.
About 15.29% of the portfolio was sold this quarter.
This quarter, New England Research & Management, Inc. has purchased 146 new stocks and bought additional shares in 41 stocks.
New England Research & Management, Inc. sold shares of 50 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Alphabet: $8,638
Apple: $7,363
United Rentals: $6,619
Microsoft: $6,282
Church & Dwight: $5,248

Largest New Holdings this Quarter

34959e109 - Fortinet: $2,725 Holding
91324P102 - UnitedHealth Group: $2,533 Holding
030420103 - American Water Works: $1,878 Holding
880770102 - Teradyne: $1,548 Holding
03769m106 - Apollo Global Management: $1,433 Holding

Largest Purchases this Quarter

Fortinet: 25,780 shares (about $2.73K)
UnitedHealth Group: 8,120 shares (about $2.53K)
American Water Works: 13,500 shares (about $1.88K)
Teradyne: 17,210 shares (about $1.55K)
Apollo Global Management: 10,100 shares (about $1.43K)

Largest Sales this Quarter

GE Vernova Inc.: 3,995 shares (about $2.12K)
Uber Technologies: 21,569 shares (about $2.01K)
Abbott Laboratories: 8,550 shares (about $1.16K)
Netflix: 761 shares (about $1.02K)
The Goldman Sachs Group: 1,229 shares (about $869.74)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$8,638	$13 ▼	-0.2%	49,015	4.1%	Computer and Technology
AAPL Apple	$7,363	$284 ▲	4.0%	35,886	3.5%	Computer and Technology
URI United Rentals	$6,619	$30 ▲	0.5%	8,785	3.1%	Construction
MSFT Microsoft	$6,282	$120 ▲	2.0%	12,630	3.0%	Computer and Technology
CHD Church & Dwight	$5,248	$135 ▼	-2.5%	54,600	2.5%	Consumer Staples
AMZN Amazon.com	$5,239	$245 ▲	4.9%	23,879	2.5%	Retail/Wholesale
GS The Goldman Sachs Group	$4,808	$870 ▼	-15.3%	6,794	2.3%	Finance
PWR Quanta Services	$4,719	$34 ▼	-0.7%	12,481	2.2%	Construction
JNJ Johnson & Johnson	$4,546	$2 ▲	0.1%	29,763	2.2%	Medical
ZTS Zoetis	$3,866	$27 ▲	0.7%	24,788	1.8%	Medical
BRK.B Berkshire Hathaway	$3,823	$12 ▲	0.3%	7,870	1.8%	Finance
ABBV AbbVie	$3,794	$248 ▲	7.0%	20,441	1.8%	Medical
CSX CSX	$3,746	$23 ▲	0.6%	114,810	1.8%	Transportation
META Meta Platforms	$3,565	$701 ▲	24.5%	4,830	1.7%	Computer and Technology
Dell Inc.	$3,413	$695 ▼	-16.9%	27,835	1.6%	CS
CARR Carrier Global	$3,262	$5 ▲	0.2%	44,575	1.5%	Construction
H Hyatt Hotels	$3,250	$468 ▼	-12.6%	23,271	1.5%	Consumer Discretionary
HD Home Depot	$2,849	$270 ▲	10.5%	7,771	1.4%	Retail/Wholesale
SYY Sysco	$2,799	$344 ▼	-11.0%	36,949	1.3%	Consumer Staples
FTNT Fortinet	$2,725	$2,725 ▲	New Holding	25,780	1.3%	Computer and Technology
AVGO Broadcom	$2,683	$15 ▼	-0.6%	9,735	1.3%	Computer and Technology
TOL Toll Brothers	$2,626		0.0%	23,010	1.2%	Construction
UNH UnitedHealth Group	$2,533	$2,533 ▲	New Holding	8,120	1.2%	Medical
ETN Eaton	$2,515	$750 ▲	42.5%	7,044	1.2%	Industrials
IBM International Business Machines	$2,379		0.0%	8,070	1.1%	Computer and Technology
MS Morgan Stanley	$2,186	$25 ▼	-1.1%	15,519	1.0%	Finance
LLY Eli Lilly and Company	$2,183	$70 ▲	3.3%	2,801	1.0%	Medical
XOM Exxon Mobil	$2,140	$193 ▲	9.9%	19,852	1.0%	Energy
UBER Uber Technologies	$2,059	$2,012 ▼	-49.4%	22,069	1.0%	Computer and Technology
NEE NextEra Energy	$1,987	$57 ▲	2.9%	28,628	0.9%	Utilities
GOOG Alphabet	$1,879	$35 ▲	1.9%	10,591	0.9%	Computer and Technology
AWK American Water Works	$1,878	$1,878 ▲	New Holding	13,500	0.9%	Utilities
NFLX Netflix	$1,823	$1,019 ▼	-35.9%	1,361	0.9%	Consumer Discretionary
LII Lennox International	$1,817	$6 ▼	-0.3%	3,170	0.9%	Construction
MRK Merck & Co., Inc.	$1,774	$210 ▼	-10.6%	22,405	0.8%	Medical
VRT Vertiv	$1,641	$326 ▲	24.8%	12,780	0.8%	Computer and Technology
IR Ingersoll Rand	$1,631	$6 ▼	-0.4%	19,612	0.8%	Industrials
A Agilent Technologies	$1,626	$53 ▼	-3.2%	13,775	0.8%	Medical
KO CocaCola	$1,617	$11 ▲	0.7%	22,858	0.8%	Consumer Staples
UTHR United Therapeutics	$1,588	$36 ▼	-2.2%	5,525	0.8%	Medical
TER Teradyne	$1,548	$1,548 ▲	New Holding	17,210	0.7%	Computer and Technology
V Visa	$1,546	$312 ▼	-16.8%	4,354	0.7%	Business Services
CP Canadian Pacific Kansas City	$1,521	$6 ▼	-0.4%	19,193	0.7%	Transportation
INVH Invitation Home	$1,516	$13 ▲	0.9%	46,214	0.7%	Finance
MCD McDonald's	$1,507	$38 ▲	2.6%	5,159	0.7%	Retail/Wholesale
UNP Union Pacific	$1,482		0.0%	6,443	0.7%	Transportation
APO Apollo Global Management	$1,433	$1,433 ▲	New Holding	10,100	0.7%	Finance
ABT Abbott Laboratories	$1,406	$1,163 ▼	-45.3%	10,334	0.7%	Medical
TFC Truist Financial	$1,379	$30 ▼	-2.2%	32,075	0.7%	Finance
WM Waste Management	$1,369	$201 ▼	-12.8%	5,985	0.7%	Business Services
BMY Bristol Myers Squibb	$1,369	$32 ▼	-2.3%	29,569	0.7%	Medical
PANW Palo Alto Networks	$1,365	$896 ▲	191.1%	6,668	0.6%	Computer and Technology
PG Procter & Gamble	$1,341	$59 ▲	4.6%	8,420	0.6%	Consumer Staples
DAL Delta Air Lines	$1,341	$5 ▼	-0.4%	27,275	0.6%	Transportation
LEN Lennar	$1,332	$37 ▼	-2.7%	12,045	0.6%	Construction
AMGN Amgen	$1,290	$580 ▲	81.7%	4,620	0.6%	Medical
KMB Kimberly-Clark	$1,283	$155 ▼	-10.8%	9,949	0.6%	Consumer Staples
UPS United Parcel Service	$1,278	$51 ▼	-3.9%	12,660	0.6%	Transportation
Astera Labs	$1,250	$1,250 ▲	New Holding	13,825	0.6%	CS
CB Chubb	$1,241	$1,241 ▲	New Holding	4,282	0.6%	Finance
NKE NIKE	$1,241		0.0%	17,475	0.6%	Consumer Discretionary
PFE Pfizer	$1,181	$167 ▼	-12.4%	48,726	0.6%	Medical
TRMB Trimble	$1,166	$23 ▼	-1.9%	15,340	0.6%	Industrials
NVDA NVIDIA	$1,146	$168 ▲	17.2%	7,253	0.5%	Computer and Technology
BSX Boston Scientific	$1,133	$1,133 ▲	New Holding	10,550	0.5%	Medical
AZN AstraZeneca	$1,115		0.0%	15,950	0.5%	Medical
WASH Washington Trust Bancorp	$1,109		0.0%	39,229	0.5%	Finance
Linde PLC	$1,093	$1,093 ▲	New Holding	2,330	0.5%	CS
GE GE Aerospace	$1,087	$251 ▲	30.0%	4,222	0.5%	Aerospace
TMO Thermo Fisher Scientific	$1,033	$230 ▲	28.6%	2,548	0.5%	Medical
MAS Masco	$1,020	$150 ▼	-12.8%	15,850	0.5%	Construction
MAR Marriott International	$1,018	$12 ▼	-1.2%	3,725	0.5%	Consumer Discretionary
SBUX Starbucks	$1,016	$522 ▲	105.8%	11,087	0.5%	Retail/Wholesale
TKR Timken	$969	$45 ▼	-4.5%	13,350	0.5%	Computer and Technology
MA Mastercard	$964	$6 ▲	0.6%	1,715	0.5%	Business Services
MC Moelis & Company	$958	$16 ▲	1.7%	15,375	0.5%	Finance
ABNB Airbnb	$926	$926 ▲	New Holding	7,000	0.4%	Consumer Discretionary
MDLZ Mondelez International	$919	$25 ▲	2.8%	13,627	0.4%	Consumer Staples
FI Fiserv	$896	$703 ▲	363.4%	5,195	0.4%	Business Services
TDG Transdigm Group	$874	$350 ▼	-28.6%	575	0.4%	Aerospace
INDB Independent Bank	$866	$8 ▼	-0.9%	13,765	0.4%	Finance
RY Royal Bank Of Canada	$829	$829 ▲	New Holding	6,300	0.4%	Finance
PNR Pentair	$826	$72 ▼	-8.0%	8,050	0.4%	Business Services
MRVL Marvell Technology	$807	$807 ▲	New Holding	10,425	0.4%	Computer and Technology
AIR AAR	$779	$126 ▼	-13.9%	11,325	0.4%	Aerospace
LRCX Lam Research	$764	$164 ▲	27.3%	7,850	0.4%	Computer and Technology
CL Colgate-Palmolive	$753		0.0%	8,288	0.4%	Consumer Staples
J Jacobs Solutions	$725	$9 ▲	1.2%	5,515	0.3%	Business Services
AMT American Tower	$696	$696 ▲	New Holding	3,150	0.3%	Finance
CFG Citizens Financial Group	$664		0.0%	14,837	0.3%	Finance
PEP PepsiCo	$657	$52 ▼	-7.4%	4,976	0.3%	Consumer Staples
DDOG Datadog	$645		0.0%	4,800	0.3%	Computer and Technology
LUV Southwest Airlines	$641	$323 ▼	-33.5%	19,757	0.3%	Transportation
BALL Ball	$632	$632 ▲	New Holding	11,270	0.3%	Industrials
EMR Emerson Electric	$628	$109 ▲	21.0%	4,708	0.3%	Industrials
ASML ASML	$610	$1 ▲	0.1%	761	0.3%	Computer and Technology
MOD Modine Manufacturing	$608	$608 ▲	New Holding	6,175	0.3%	Auto/Tires/Trucks
CSCO Cisco Systems	$606	$133 ▼	-18.0%	8,740	0.3%	Computer and Technology
MDT Medtronic	$592	$278 ▼	-31.9%	6,788	0.3%	Medical
APD Air Products and Chemicals	$571	$571 ▲	New Holding	2,025	0.3%	Basic Materials

Showing largest 100 holdings. View all holdings.

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New England Research & Management, Inc. Top Holdings and 13F Report (2025)

About New England Research & Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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New England Research & Management, Inc. Top Holdings and 13F Report (2025)

About New England Research & Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNew England Research & Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools