New England Research & Management, Inc. Top Holdings and 13F Report (2026) About New England Research & Management, Inc.Investment ActivityNew England Research & Management, Inc. has $258.84 million in total holdings as of September 30, 2026.New England Research & Management, Inc. owns shares of 131 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 18.73% of the portfolio was purchased this quarter.About 16.00% of the portfolio was sold this quarter.This quarter, New England Research & Management, Inc. has purchased 134 new stocks and bought additional shares in 39 stocks.New England Research & Management, Inc. sold shares of 42 stocks and completely divested from 29 stocks this quarter.Largest Holdings Alphabet $14,502,972Apple $13,986,507Quanta Services $11,136,305United Rentals $9,130,867Johnson & Johnson $7,852,652 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $3,302,035 Holding91913Y100 - Valero Energy $2,645,438 Holding910047109 - United Airlines $2,219,000 Holding110122108 - Bristol Myers Squibb $1,945,320 Holding573874104 - Marvell Technology $1,788,702 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 20,289 shares (about $3.30M)Valero Energy 6,825 shares (about $2.65M)United Airlines 20,000 shares (about $2.22M)Advanced Micro Devices 3,295 shares (about $2.02M)Bristol Myers Squibb 31,175 shares (about $1.95M) Largest Sales this Quarter Netflix 34,755 shares (about $2.42M)Emerson Electric 8,743 shares (about $1.36M)AstraZeneca 8,253 shares (about $1.33M)Stryker 3,680 shares (about $1.01M)Nutrien 14,235 shares (about $1.00M) 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$14,502,972$455,906 ▲3.2%42,1505.6%Communication ServicesAAPLApple$13,986,507$119,887 ▲0.9%41,9995.4%TechnologyPWRQuanta Services$11,136,305$1,905,630 ▲20.6%17,3334.3%IndustrialsURIUnited Rentals$9,130,867$45,034 ▼-0.5%9,1243.5%IndustrialsJNJJohnson & Johnson$7,852,652$35,740 ▲0.5%29,6623.0%HealthcareMSFTMicrosoft$7,249,072$919,597 ▼-11.3%14,1342.8%TechnologyABBVAbbVie$6,682,120$201,426 ▲3.1%25,5442.6%HealthcareGE VERNOVA INC$6,425,312$249,979 ▲4.0%6,7602.5%COMVVisa$6,142,657$574,920 ▲10.3%17,0952.4%FinanceAMGNAmgen$5,991,765$984,226 ▲19.7%14,2152.3%HealthcareCSXCSX$5,809,122$45,347 ▲0.8%124,9012.2%IndustrialsCHDChurch & Dwight$4,675,668$54,177 ▼-1.1%49,6251.8%Consumer StaplesBRK.BBerkshire Hathaway$4,619,980$37,346 ▲0.8%9,2781.8%FinanceUNPUnion Pacific$4,352,175$704,817 ▲19.3%15,9931.7%IndustrialsMRKMerck & Co., Inc.$4,325,152$361,241 ▲9.1%29,7651.7%HealthcareAMZNAmazon.com$4,299,332$44,100 ▲1.0%17,2561.7%Consumer DiscretionaryLLYEli Lilly and Company$4,284,667$170,091 ▲4.1%3,7031.7%HealthcareAVGOBroadcom$4,233,771$309,034 ▲7.9%12,0561.6%TechnologyNVDANVIDIA$3,799,515$1,669,439 ▲78.4%16,6371.5%TechnologyGSThe Goldman Sachs Group$3,713,985$1,088,535 ▲41.5%4,1251.4%FinanceGOOGAlphabet$3,363,104$85,185 ▲2.6%9,8701.3%Communication ServicesEXXONMOBIL HOLDINGS CORP$3,302,035$3,302,035 ▲New Holding20,2891.3%COM SHSREGNRegeneron Pharmaceuticals$3,173,360$538,372 ▲20.4%4,1851.2%HealthcareMSMorgan Stanley$3,156,923$439,167 ▲16.2%16,7851.2%FinanceAWKAmerican Water Works$3,084,914$576,148 ▼-15.7%23,8271.2%UtilitiesKOCocaCola$2,827,341$4,304 ▲0.2%32,8461.1%Consumer StaplesCCitigroup$2,712,606$970,841 ▲55.7%20,9501.0%FinanceIBMInternational Business Machines$2,700,191$19,793 ▼-0.7%12,2781.0%TechnologyVLOValero Energy$2,645,438$2,645,438 ▲New Holding6,8251.0%EnergyTFCTruist Financial$2,493,417$234,461 ▲10.4%53,8541.0%FinanceVRTVertiv$2,353,979$343,867 ▲17.1%9,7550.9%IndustrialsHLTHilton Worldwide$2,346,135$652,146 ▲38.5%7,3750.9%Consumer DiscretionaryCBChubb$2,323,911$1,626 ▼-0.1%7,1450.9%FinanceAMDAdvanced Micro Devices$2,306,335$2,015,749 ▲693.7%3,7700.9%TechnologyVRTXVertex Pharmaceuticals$2,282,066$935,830 ▲69.5%4,3650.9%HealthcareUALUnited Airlines$2,219,000$2,219,000 ▲New Holding20,0000.9%IndustrialsGEGE Aerospace$2,202,035$652,709 ▲42.1%7,0510.9%IndustrialsGILDGilead Sciences$2,160,480$980,004 ▼-31.2%14,4950.8%HealthcarePGProcter & Gamble$2,067,916$1,889 ▲0.1%14,2340.8%Consumer StaplesNEENextEra Energy$2,002,263$62,486 ▲3.2%26,4360.8%UtilitiesJPMJPMorgan Chase & Co.$1,960,499$107,520 ▼-5.2%5,9260.8%FinanceAIRAAR$1,950,761$865,032 ▲79.7%19,2250.8%IndustrialsBMYBristol Myers Squibb$1,945,320$1,945,320 ▲New Holding31,1750.8%HealthcareULTAUlta Beauty$1,918,422$431,413 ▼-18.4%3,5130.7%Consumer DiscretionarySYYSysco$1,918,128$573,006 ▼-23.0%24,6040.7%Consumer StaplesUTHRUnited Therapeutics$1,912,872$1,002,497 ▲110.1%3,5300.7%HealthcareMRVLMarvell Technology$1,788,702$1,788,702 ▲New Holding6,7700.7%TechnologyABTAbbott Laboratories$1,778,841$313,785 ▼-15.0%17,9990.7%HealthcareKNXKnight-Swift Transportation$1,736,961$1,102,651 ▲173.8%27,3150.7%IndustrialsCPCanadian Pacific Kansas City$1,610,943$19,743 ▲1.2%18,9300.6%IndustrialsMCDMcDonald's$1,597,874$11,547 ▼-0.7%6,9190.6%Consumer DiscretionaryPCARPACCAR$1,460,473$1,460,473 ▲New Holding13,3000.6%IndustrialsRYRoyal Bank Of Canada$1,425,278$29,489 ▲2.1%7,2500.6%FinanceCFGCitizens Financial Group$1,417,5120.0%22,2320.5%FinanceEMREmerson Electric$1,340,840$1,356,040 ▼-50.3%8,6450.5%IndustrialsWMWaste Management$1,321,809$20,392 ▼-1.5%6,4820.5%IndustrialsCSCOCisco Systems$1,309,319$548,913 ▼-29.5%12,1650.5%TechnologyMUMicron Technology$1,251,504$1,251,504 ▲New Holding1,1750.5%TechnologyTROWT. Rowe Price Group$1,237,675$1,237,675 ▲New Holding11,8950.5%FinanceAZNCFAstraZeneca$1,233,631$1,332,612 ▼-51.9%7,6400.5%HealthcareVIKING HOLDINGS LTD$1,225,865$1,225,865 ▲New Holding15,6500.5%ORD SHSDALDelta Air Lines$1,170,527$1,170,527 ▲New Holding14,0250.5%IndustrialsZTSZoetis$1,167,418$121,714 ▼-9.4%16,7180.5%HealthcareCASYCasey's General Stores$1,140,863$1,140,863 ▲New Holding1,8750.4%Consumer StaplesWASHWashington Trust Bancorp$1,128,3030.0%29,7000.4%FinanceKIMBERLY-CLARK CORP$1,063,254$854,949 ▼-44.6%10,9130.4%COMADIAnalog Devices$1,043,347$696,226 ▲200.6%2,6300.4%TechnologyNTRNutrien$1,040,754$1,000,009 ▼-49.0%14,8150.4%MaterialsENSEnersys$1,032,356$1,032,356 ▲New Holding5,6250.4%IndustrialsNFLXNetflix$1,031,106$2,418,253 ▼-70.1%14,8190.4%Communication ServicesCHENIERE ENERGY INC$1,022,314$242,127 ▼-19.1%3,8000.4%COM NEWSPGSimon Property Group$1,015,846$411,558 ▲68.1%5,0600.4%Real EstateINDBIndependent Bank$988,4460.0%12,7300.4%FinanceWFCWells Fargo & Company$968,765$146,091 ▼-13.1%12,1020.4%FinanceUPSUnited Parcel Service$919,450$4,672 ▼-0.5%9,8400.4%IndustrialsCATCaterpillar$871,599$871,599 ▲New Holding1,0750.3%IndustrialsIRIngersoll Rand$852,649$573,240 ▼-40.2%11,3520.3%IndustrialsLINDE PLC$806,905$806,905 ▲New Holding1,7000.3%SHSHHyatt Hotels$804,692$804,692 ▲New Holding5,0750.3%Consumer DiscretionarySYKStryker$764,207$1,013,435 ▼-57.0%2,7750.3%HealthcareCWENClearway Energy$733,214$41,710 ▲6.0%25,0500.3%UtilitiesCLColgate-Palmolive$707,1320.0%8,2880.3%Consumer StaplesDHRDanaher$691,236$691,236 ▲New Holding3,1200.3%HealthcareDELLDell Technologies$672,438$40,346 ▼-5.7%1,2500.3%TechnologyKEYKeyCorp$660,303$20,070 ▼-2.9%32,9000.3%FinanceTKRTimken$650,881$650,881 ▲New Holding5,5750.3%IndustrialsGNRCGenerac$641,338$641,338 ▲New Holding3,0990.2%IndustrialsPPGPPG Industries$634,326$709,444 ▼-52.8%6,0800.2%MaterialsINVHInvitation Home$602,957$207,691 ▼-25.6%22,9000.2%Real EstateCRWDCrowdStrike$589,069$589,069 ▲New Holding2,2250.2%TechnologyAPDAir Products and Chemicals$570,372$76,513 ▼-11.8%2,0500.2%MaterialsAESAES$561,5810.0%37,6900.2%UtilitiesWALMART INC$536,9550.0%5,1670.2%COMTDGTransdigm Group$528,309$266,320 ▼-33.5%4880.2%IndustrialsPEPPepsiCo$515,497$22,176 ▼-4.1%4,0680.2%Consumer StaplesLENLennar$513,609$4,079 ▼-0.8%6,2950.2%Consumer DiscretionaryNETCloudflare$503,556$503,556 ▲New Holding1,4500.2%TechnologyMAMastercard$477,573$13,787 ▲3.0%8660.2%FinanceELEstee Lauder Companies$472,756$472,756 ▲New Holding5,0960.2%Consumer StaplesTTWOTake-Two Interactive Software$472,063$472,063 ▲New Holding2,2750.2%Communication ServicesShowing largest 100 holdings. 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