New England Research & Management, Inc. Top Holdings and 13F Report (2026)

About New England Research & Management, Inc.

Investment Activity

New England Research & Management, Inc. has $236.63 million in total holdings as of March 31, 2026.
New England Research & Management, Inc. owns shares of 143 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 20.98% of the portfolio was purchased this quarter.
About 16.59% of the portfolio was sold this quarter.
This quarter, New England Research & Management, Inc. has purchased 144 new stocks and bought additional shares in 48 stocks.
New England Research & Management, Inc. sold shares of 49 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Alphabet: $11,890,606
Apple: $9,606,205
United Rentals: $8,065,888
Johnson & Johnson: $7,043,050
Quanta Services: $6,694,201

Largest New Holdings this Quarter

247361702 - Delta Air Lines: $1,948,994 Holding
172967424 - Citigroup: $1,726,894 Holding
631103108 - Nasdaq: $1,294,573 Holding
59001A102 - Meritage Homes: $1,140,948 Holding
43300A203 - Hilton Worldwide: $1,094,688 Holding

Largest Purchases this Quarter

Capital One Financial: 11,173 shares (about $2.04M)
CrowdStrike: 5,135 shares (about $2.00M)
Delta Air Lines: 29,317 shares (about $1.95M)
JPMorgan Chase & Co.: 5,887 shares (about $1.73M)
Citigroup: 15,227 shares (about $1.73M)

Largest Sales this Quarter

United Therapeutics: 3,310 shares (about $1.96M)
Eaton: 4,079 shares (about $1.46M)
Amazon.com: 6,162 shares (about $1.28M)
Jacobs Solutions: 9,668 shares (about $1.23M)
GE VERNOVA INC: 1,388 shares (about $1.21M)

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	$11,890,606	$529,398 â–²	4.7%	41,350	5.0%	Computer and Technology
AAPL Apple	$9,606,205	$130,194 â–²	1.4%	37,851	4.1%	Computer and Technology
URI United Rentals	$8,065,888	$1,642,903 â–²	25.6%	11,071	3.4%	Construction
JNJ Johnson & Johnson	$7,043,050	$102,665 â–¼	-1.4%	28,813	3.0%	Medical
PWR Quanta Services	$6,694,201	$178,432 â–¼	-2.6%	12,193	2.8%	Construction
MSFT Microsoft	$5,555,511	$19,619 â–²	0.4%	15,008	2.3%	Computer and Technology
ABBV AbbVie	$5,548,170	$854,518 â–²	18.2%	25,510	2.3%	Medical
CSX CSX	$5,191,717	$365,879 â–²	7.6%	126,473	2.2%	Transportation
CHD Church & Dwight	$4,810,646	$121,316 â–¼	-2.5%	51,550	2.0%	Consumer Staples
COF Capital One Financial	$4,765,984	$2,038,290 â–²	74.7%	26,125	2.0%	Finance
GE VERNOVA INC	$4,643,828	$1,211,585 â–¼	-20.7%	5,320	2.0%	COM
BRK.B Berkshire Hathaway	$4,553,358	$782,054 â–²	20.7%	9,502	1.9%	Finance
V Visa	$4,215,039	$1,395,442 â–²	49.5%	13,946	1.8%	Business Services
AMZN Amazon.com	$4,055,433	$1,283,360 â–¼	-24.0%	19,472	1.7%	Retail/Wholesale
AVGO Broadcom	$3,519,438	$190,658 â–²	5.7%	11,371	1.5%	Computer and Technology
AMGN Amgen	$3,451,649	$1,166,383 â–²	51.0%	9,810	1.5%	Medical
NFLX Netflix	$3,411,402	$728,336 â–²	27.1%	35,480	1.4%	Consumer Discretionary
UBER Uber Technologies	$3,191,750	$436,184 â–²	15.8%	44,373	1.3%	Computer and Technology
MRK Merck & Co., Inc.	$3,191,173	$325,866 â–¼	-9.3%	26,529	1.3%	Medical
AWK American Water Works	$3,102,308	$312,463 â–²	11.2%	22,796	1.3%	Utilities
LLY Eli Lilly and Company	$2,900,035	$714,661 â–²	32.7%	3,153	1.2%	Medical
GOOG Alphabet	$2,831,308	$69,707 â–¼	-2.4%	9,870	1.2%	Computer and Technology
XOM ExxonMobil	$2,766,985	$601,105 â–¼	-17.8%	16,309	1.2%	Energy
WFC Wells Fargo & Company	$2,639,072	$1,197,733 â–²	83.1%	33,150	1.1%	Finance
GS The Goldman Sachs Group	$2,557,428	$1,038,876 â–¼	-28.9%	3,023	1.1%	Finance
KO CocaCola	$2,533,073	$794,722 â–²	45.7%	33,308	1.1%	Consumer Staples
IBM International Business Machines	$2,427,536	$181,793 â–²	8.1%	10,015	1.0%	Computer and Technology
ZTS Zoetis	$2,410,420	$40,664 â–²	1.7%	20,391	1.0%	Medical
MCD McDonald's	$2,398,988	$27,971 â–¼	-1.2%	7,719	1.0%	Retail/Wholesale
NEE NextEra Energy	$2,375,034	$168,113 â–¼	-6.6%	25,571	1.0%	Utilities
MS Morgan Stanley	$2,295,752	$152,227 â–¼	-6.2%	13,950	1.0%	Finance
PANW Palo Alto Networks	$2,269,169	$240,480 â–²	11.9%	14,154	1.0%	Computer and Technology
ABT Abbott Laboratories	$2,245,804	$174,539 â–¼	-7.2%	21,874	0.9%	Medical
TFC Truist Financial	$2,237,222	$221,805 â–²	11.0%	48,667	0.9%	Finance
CRWD CrowdStrike	$2,229,241	$2,004,755 â–²	893.0%	5,710	0.9%	Computer and Technology
UNP Union Pacific	$2,198,865	$357,864 â–²	19.4%	9,063	0.9%	Transportation
PG Procter & Gamble	$2,140,745	$205,971 â–²	10.6%	14,821	0.9%	Consumer Staples
IDXX IDEXX Laboratories	$2,135,182	$1,460,914 â–²	216.7%	3,800	0.9%	Medical
DHI D.R. Horton	$2,133,771	$1,530,003 â–²	253.4%	15,550	0.9%	Construction
CB Chubb	$2,105,508	$125,483 â–²	6.3%	6,460	0.9%	Finance
KIMBERLY-CLARK CORP	$2,093,110	$60,487 â–¼	-2.8%	21,697	0.9%	COM
JPM JPMorgan Chase & Co.	$2,052,060	$1,731,720 â–²	540.6%	6,976	0.9%	Finance
DAL Delta Air Lines	$1,948,994	$1,948,994 â–²	New Holding	29,317	0.8%	Transportation
SYY Sysco	$1,762,136	$839,554 â–¼	-32.3%	24,704	0.7%	Consumer Staples
SYK Stryker	$1,739,884	$326,947 â–²	23.1%	5,295	0.7%	Medical
C Citigroup	$1,726,894	$1,726,894 â–²	New Holding	15,227	0.7%	Financial Services
GE GE Aerospace	$1,708,012	$509,935 â–²	42.6%	6,019	0.7%	Aerospace
PB Prosperity Bancshares	$1,681,180	$429,952 â–²	34.4%	25,025	0.7%	Finance
IR Ingersoll Rand	$1,623,151	$370,555 â–²	29.6%	20,259	0.7%	Industrials
ETN Eaton	$1,622,033	$1,458,936 â–¼	-47.4%	4,535	0.7%	Industrials
NVDA NVIDIA	$1,609,156	$74,293 â–²	4.8%	9,227	0.7%	Computer and Technology
FSLR First Solar	$1,548,886	$1,341,763 â–²	647.8%	7,852	0.7%	Energy
GILD Gilead Sciences	$1,542,826	$87,803 â–¼	-5.4%	11,070	0.7%	Medical
INCY Incyte	$1,538,862	$98,826 â–¼	-6.0%	16,350	0.7%	Medical
CRH PLC	$1,533,911	$599,184 â–²	64.1%	14,592	0.6%	ORD
AIR AAR	$1,464,028	$481,624 â–²	49.0%	13,375	0.6%	Aerospace
RY Royal Bank Of Canada	$1,407,486	$388,272 â–²	38.1%	8,700	0.6%	Finance
WM Waste Management	$1,380,349	$22,290 â–²	1.6%	6,007	0.6%	Business Services
CFG Citizens Financial Group	$1,350,344	$40,180 â–¼	-2.9%	22,517	0.6%	Finance
PFE Pfizer	$1,317,233	$248,873 â–¼	-15.9%	46,910	0.6%	Medical
NDAQ Nasdaq	$1,294,573	$1,294,573 â–²	New Holding	15,250	0.5%	Finance
CP Canadian Pacific Kansas City	$1,288,451	$102,258 â–¼	-7.4%	16,380	0.5%	Transportation
VRT Vertiv	$1,240,371	$871,768 â–¼	-41.3%	4,950	0.5%	Computer and Technology
MTH Meritage Homes	$1,140,948	$1,140,948 â–²	New Holding	18,450	0.5%	Construction
HLT Hilton Worldwide	$1,094,688	$1,094,688 â–²	New Holding	3,600	0.5%	Consumer Discretionary
FCX Freeport-McMoRan	$1,006,608	$1,006,608 â–²	New Holding	17,125	0.4%	Basic Materials
MAS Masco	$1,005,161	$1,005,161 â–²	New Holding	16,650	0.4%	Construction
UPS United Parcel Service	$1,004,952	$38,860 â–¼	-3.7%	10,215	0.4%	Transportation
WASH Washington Trust Bancorp	$993,762		0.0%	29,700	0.4%	Finance
INDB Independent Bank	$977,128	$37,605 â–¼	-3.7%	12,992	0.4%	Finance
AVAV AeroVironment	$924,403	$924,403 â–²	New Holding	5,050	0.4%	Aerospace
NKE NIKE	$892,605	$11,937 â–¼	-1.3%	16,899	0.4%	Consumer Discretionary
CAT Caterpillar	$885,575	$57,385 â–¼	-6.1%	1,250	0.4%	Industrials
NTRA Natera	$884,956	$884,956 â–²	New Holding	4,425	0.4%	Medical
INVH Invitation Home	$877,528	$202,826 â–¼	-18.8%	35,313	0.4%	Finance
CWEN Clearway Energy	$876,167	$7,858 â–¼	-0.9%	22,300	0.4%	Energy
TT Trane Technologies	$875,154	$635,529 â–²	265.2%	2,100	0.4%	Construction
TDG Transdigm Group	$870,379	$30,133 â–¼	-3.3%	751	0.4%	Aerospace
PPG PPG Industries	$852,902	$852,902 â–²	New Holding	7,980	0.4%	Basic Materials
NCLH Norwegian Cruise Line	$850,383	$386,623 â–²	83.4%	45,475	0.4%	Consumer Discretionary
TOL Toll Brothers	$849,526	$221,764 â–¼	-20.7%	6,225	0.4%	Construction
FLS Flowserve	$823,312	$823,312 â–²	New Holding	11,200	0.3%	Industrials
VEEV Veeva Systems	$758,851	$719,328 â–¼	-48.7%	4,320	0.3%	Medical
APO Apollo Global Management	$724,230	$724,230 â–²	New Holding	6,500	0.3%	Finance
PH Parker-Hannifin	$716,192	$716,192 â–²	New Holding	800	0.3%	Industrials
VRTX Vertex Pharmaceuticals	$714,464	$714,464 â–²	New Holding	1,600	0.3%	Medical
CL Colgate-Palmolive	$706,386		0.0%	8,288	0.3%	Consumer Staples
TMO Thermo Fisher Scientific	$694,532	$383,393 â–¼	-35.6%	1,413	0.3%	Medical
NTR Nutrien	$682,913	$301,840 â–²	79.2%	9,050	0.3%	Basic Materials
HOOD Robinhood Markets	$682,605	$332,640 â–²	95.0%	9,850	0.3%	Finance
PEP PepsiCo	$678,307	$27,642 â–¼	-3.9%	4,368	0.3%	Consumer Staples
CSCO Cisco Systems	$672,317		0.0%	8,665	0.3%	Computer and Technology
UTHR United Therapeutics	$670,067	$1,962,763 â–¼	-74.5%	1,130	0.3%	Medical
AZNCF AstraZeneca	$650,432	$650,432 â–²	New Holding	3,298	0.3%	Medical
AMAT Applied Materials	$649,401	$649,401 â–²	New Holding	1,900	0.3%	Computer and Technology
WALMART INC	$642,155	$6,214 â–¼	-1.0%	5,167	0.3%	COM
LHX L3Harris Technologies	$621,270		0.0%	1,800	0.3%	Aerospace
PATK Patrick Industries	$620,437		0.0%	5,586	0.3%	Construction
IBP Installed Building Products	$616,474		0.0%	2,325	0.3%	Construction
BA Boeing	$608,634	$608,634 â–²	New Holding	3,058	0.3%	Aerospace

Showing largest 100 holdings. View all holdings.

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New England Research & Management, Inc. Top Holdings and 13F Report (2026)

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 (2026)

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